Skip to content
  • About Us
  • Contact
  • Organizer
CFA Society New York Logo
  • Membership
    • Select
      • Join or Renew
      • Get Involved — Leadership Groups
    • Access
      • Membership Account & Profile
      • Member Directory
  • Events
    • Upcoming
      • Conferences & Seminars
      • Group Meetings
      • All Programming
    • Past Events
      • Conference Video Gallery
      • Photo Galleries & Recaps
      • Podcast
      • Compound Insights
      • Wall Street Prep Courses
    • Society Initiatives
      • Key Alliance Program
      • Society Initiatives
      • Diversity & Inclusion Forum
    • Event Space Rentals
      • Rental Information
  • CFA Candidates
    • Select
      • CFA Program Exam Prep
      • Free Resources
    • More
      • CFA Research Challenge
  • Sponsors & Partners
    • Information
      • Key Alliance Program
  • Professional Development
    • Career Center
      • Society Job Board
    • More
      • Resources & Opportunities
      • Wall Street Prep Courses
  • Become a Member
  • Join or Renew
  • Upcoming Events
  • CFA NY Key Alliance Program
  • CFA Candidates
  • Job Board
  • Leadership Groups
  • Past Event Video Gallery
  • Event Space Rental

Mastering the Market Cycle

Mastering the Market Cycle
 

 

Join Our Mailing List


Information on future livestream event access, society announcements, opportunities, events and more!

Upcoming Events

Loading view.
  • January 2023

Calendar of Events

S Sun

M Mon

T Tue

W Wed

T Thu

F Fri

S Sat

0 events, 1

0 events, 2

0 events, 3

2 events, 4

12:00 PM - 1:30 PM

Performance & Risk Analytics Group Meeting

Wednesday, January 4 | 12:00 PM - 1:30 PM EST

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, January 4 | 6:00 PM - 7:30 PM EST

Institutional Asset Management Group Meeting

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.

0 events, 5

0 events, 6

0 events, 7

0 events, 8

0 events, 9

1 event, 10

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Tuesday, January 10 | 6:00 PM - 7:30 PM EST

Investment Strategy Roundtable

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.

1 event, 11

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, January 11 | 6:00 PM - 7:30 PM EST

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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!

2 events, 12

8:30 AM - 4:30 PM

6th Annual Data Science in Finance Conference: Theory to Application

Thursday, January 12 | 8:30 AM - 4:30 PM EST

6th Annual Data Science in Finance Conference: Theory to Application

Explore new frontiers in investment data science at the 6th Annual Data Science in Finance conference, presented in partnership with the Society of Quantitative Analysts (SQA). The conference will include topics from extracting meaning from financial text to artificial intelligence in robo-advising.

5:30 PM - 8:30 PM

New Year Market Outlook

Thursday, January 12 | 5:30 PM - 8:30 PM EST

New Year Market Outlook

Financial managers and analysts can benefit from exploring the perspectives of established market participants, learning from different ways of thinking, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.

0 events, 13

0 events, 14

0 events, 15

1 event, 16

6:00 PM - 7:30 PM

Business Management Group Meeting

Monday, January 16 | 6:00 PM - 7:30 PM EST

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

2 events, 17

5:30 PM - 8:30 PM

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate and Public Pensions

Tuesday, January 17 | 5:30 PM - 8:30 PM EST

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate and Public Pensions

The losses suffered in equities and fixed income this year and the rise in interest rates is likely to affect pension funding and costs.  Our program will provide an overview of changes in investment returns and costs that have occurred this year and assess how they will influence changes that companies are likely to make to their key pension assumptions, which in turn will impact future pension and benefits costs.

6:00 PM - 7:30 PM

Alternative Investment Group Meeting

Tuesday, January 17 | 6:00 PM - 7:30 PM EST

Alternative Investment Group Meeting

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.

1 event, 18

5:30 PM - 8:30 PM

Digital Finance: The Impact of Technology on All Aspects of Asset Management

Wednesday, January 18 | 5:30 PM - 8:30 PM EST

Digital Finance: The Impact of Technology on All Aspects of Asset Management

Please join us for a moderated discussion about Digital Transformation, which has the potential to impact the end-to-end functions of investment management firms. We will discuss topics including but not limited to client distribution, investment strategy, and infrastructure & operations.

1 event, 19

6:00 PM - 7:00 PM

Financial Report and Analysis Group Planning Meeting

Thursday, January 19 | 6:00 PM - 7:00 PM EST

Financial Report and Analysis Group Planning Meeting

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. Its primary mission is to keep CFANY members informed about these issues.

1 event, 20

12:00 PM - 1:30 PM

Sustainable Investing Group Meeting

Friday, January 20 | 12:00 PM - 1:30 PM EST

Sustainable Investing Group Meeting

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.

0 events, 21

0 events, 22

0 events, 23

0 events, 24

3 events, 25

12:30 PM - 6:35 PM

9th Annual Sustainable Investing Conference – “ESG Now & Beyond”

Wednesday, January 25 | 12:30 PM - 6:35 PM EST

9th Annual Sustainable Investing Conference – “ESG Now & Beyond”

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

5:00 PM - 6:30 PM

Private Wealth Management Group Meeting

Wednesday, January 25 | 5:00 PM - 6:30 PM EST

Private Wealth Management Group Meeting

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, January 25 | 6:00 PM - 7:30 PM EST

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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!

0 events, 26

0 events, 27

0 events, 28

0 events, 29

0 events, 30

1 event, 31

5:00 PM - 6:00 PM

Financial Issues Forum: The Enduring Value of Roger Murray

Tuesday, January 31 | 5:00 PM - 6:00 PM EST

Financial Issues Forum: The Enduring Value of Roger Murray

Join us for a special event featuring Paul Johnson and Paul Sonkin on their new book, The Enduring Value of Roger Murray, published by Columbia Business School Press.

1 event, 1

6:00 PM - 7:30 PM

Performance & Risk Analytics Group Meeting

Wednesday, February 1 | 6:00 PM - 7:30 PM EST

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

0 events, 2

0 events, 3

0 events, 4

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Wednesday, January 4
Wednesday, January 4 | 12:00 PM - 1:30 PM EST

Performance & Risk Analytics Group Meeting

Wednesday, January 4 | 6:00 PM - 7:30 PM EST

Institutional Asset Management Group Meeting

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Tuesday, January 10
Tuesday, January 10 | 6:00 PM - 7:30 PM EST

Investment Strategy Roundtable

Wednesday, January 11
Wednesday, January 11 | 6:00 PM - 7:30 PM EST

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Thursday, January 12
Thursday, January 12 | 8:30 AM - 4:30 PM EST

6th Annual Data Science in Finance Conference: Theory to Application

Thursday, January 12 | 5:30 PM - 8:30 PM EST

New Year Market Outlook

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Monday, January 16
Monday, January 16 | 6:00 PM - 7:30 PM EST

Business Management Group Meeting

Tuesday, January 17
Tuesday, January 17 | 5:30 PM - 8:30 PM EST

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate and Public Pensions

Tuesday, January 17 | 6:00 PM - 7:30 PM EST

Alternative Investment Group Meeting

Wednesday, January 18
Wednesday, January 18 | 5:30 PM - 8:30 PM EST

Digital Finance: The Impact of Technology on All Aspects of Asset Management

Thursday, January 19
Thursday, January 19 | 6:00 PM - 7:00 PM EST

Financial Report and Analysis Group Planning Meeting

Friday, January 20
Friday, January 20 | 12:00 PM - 1:30 PM EST

Sustainable Investing Group Meeting

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Wednesday, January 25
Wednesday, January 25 | 12:30 PM - 6:35 PM EST

9th Annual Sustainable Investing Conference – “ESG Now & Beyond”

Wednesday, January 25 | 5:00 PM - 6:30 PM EST

Private Wealth Management Group Meeting

Wednesday, January 25 | 6:00 PM - 7:30 PM EST

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Tuesday, January 31
Tuesday, January 31 | 5:00 PM - 6:00 PM EST

Financial Issues Forum: The Enduring Value of Roger Murray

Wednesday, February 1
Wednesday, February 1 | 6:00 PM - 7:30 PM EST

Performance & Risk Analytics Group Meeting

  • There are no events on this day.
Tuesday, January 31
Tuesday, January 31 | 5:00 PM - 6:00 PM EST

Financial Issues Forum: The Enduring Value of Roger Murray

Wednesday, February 1
Wednesday, February 1 | 6:00 PM - 7:30 PM EST

Performance & Risk Analytics Group Meeting

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
View Calendar
Copyright 2022 CFA Society New York
FacebookTwitterLinkedInInstagram
Page load link

We're using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.

X
Privacy Settings
X

Functional cookies, which are necessary for basic site functionality like keeping you logged in, are always enabled.