Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for [...]
Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This event will be open to non-members and students! Members are encouraged to bring a guest from outside the society. 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 Featured Speaker: Andy Baehr, CFA, CAIA, Head of Product and Research, CoinDesk Indices Andy [...]
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
Overview Please join the members of CFA Society New York for our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As summer approaches and vacations are planned, it's the perfect time to catch up with [...]
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for [...]
The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.
The International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected, investors must navigate geopolitical risks, currency fluctuations, and evolving regulations to uncover international opportunities.
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for [...]
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Phone: (212) 541-4530
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