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.
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 CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
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
Overview With the Level I CFA exam date around the corner, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, JP Chapa, Executive [...]
Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your network.Â
Overview Sophisticated Institutional Investors have looked to achieve returns from private equity investing that are 5% per annum or more above public equity market returns, and even higher for venture capital returns, while allocating 20% to 40% of capital into private strategies. The success of these investments is crucial to the success of these investors [...]
Overview Join us for Women in Finance: An inspiring and candid conversation with women leaders shaping the future of finance. Hear firsthand how they navigated their path to leadership, mastered effective communication, overcame industry challenges, and what advice they have for the next generation—open to all, regardless of gender. This is your opportunity to gain [...]
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.
Interested in applying for the CFA Society of New York Board of Directors?
Join members from the Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members.
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.
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 As the impacts of climate change intensify across the U.S., the need for scalable, resilient adaptation strategies has never been more urgent. This event will explore the critical role of financing in supporting adaptation investments—from infrastructure upgrades to community-level risk mitigation—highlighting both public and private sector approaches. 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 This event is hosted by https://cfany.org/wp-content/uploads/2025/07/wpk3ihy8-300x158.pnghttps://cfany.org/wp-content/uploads/2025/07/ASPIRE_FIASI_Black-300x158.pnghttps://cfany.org/wp-content/uploads/2023/04/Logo-Fordham-Gabelli-School-of-Business-e1689779926866.png [...]
Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics.
Overview The 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation, collaboration, and actionable insights, the summit provides a unique platform for fund managers, institutional investors, and service providers to exchange ideas and [...]
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