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        • Join or Renew
        • Volunteer Interest Groups
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      • Member Directory
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    • 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
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Mastering the Market Cycle

Mastering the Market Cycle
 

 

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

Upcoming Events

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  • July 2025

Calendar of Events

S Sun

M Mon

T Tue

W Wed

T Thu

F Fri

S Sat

1 event, 29

9:00 AM - 10:00 AM

Young Leader’s Group Running Club

Sunday, June 29 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

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 [...]

0 events, 30

0 events, 1

1 event, 2

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, July 2 | 6:00 PM - 7:30 PM EDT

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, 3

0 events, 4

0 events, 5

0 events, 6

1 event, 7

6:00 PM - 7:00 PM

Value Investing Group Meeting

Monday, July 7 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

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.

2 events, 8

8:00 AM - 9:00 AM

CFA Society New York Coffee Chat Series

Tuesday, July 8 | 8:00 AM - 9:00 AM EDT

CFA Society New York Coffee Chat Series

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. 

5:30 PM - 7:00 PM

Wealth Management Group Meeting

Tuesday, July 8 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

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.

2 events, 9

Featured 5:30 PM - 8:30 PM

Midyear Market Outlook

Featured Wednesday, July 9 | 5:30 PM - 8:30 PM EDT

Midyear Market Outlook

Overview Join the Institutional Asset Management Group for their signature Midyear Market Outlook, where leading strategists and asset managers will provide timely insights on key market drivers, sector trends, and macroeconomic themes. This annual forum equips attendees with a forward-looking perspective to help inform portfolio positioning and strategic decision-making through year-end and beyond. Agenda 5:30 [...]

6:00 PM - 7:30 PM

Veterans Roundtable

Wednesday, July 9 | 6:00 PM - 7:30 PM EDT

Veterans Roundtable

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.

1 event, 10

6:00 PM - 7:00 PM

Financial Reporting and Analysis Group Meeting

Thursday, July 10 | 6:00 PM - 7:00 PM EDT

Financial Reporting and Analysis Group Meeting

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

0 events, 11

0 events, 12

1 event, 13

9:00 AM - 10:00 AM

Young Leader’s Group Running Club

Sunday, July 13 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

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 [...]

0 events, 14

1 event, 15

6:00 PM - 7:30 PM

Alternative Investment Group Meeting

Tuesday, July 15 | 6:00 PM - 7:30 PM EDT

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.

2 events, 16

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, July 16 | 6:00 PM - 7:30 PM EDT

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!

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Wednesday, July 16 | 6:00 PM - 7:30 PM EDT

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.

0 events, 17

1 event, 18

12:00 PM - 1:00 PM

Sustainable Investing Group Meeting

Friday, July 18 | 12:00 PM - 1:00 PM EDT

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, 19

0 events, 20

1 event, 21

5:30 PM - 8:00 PM

2nd Annual Outsourced CIO Event

Monday, July 21 | 5:30 PM - 8:00 PM EDT

2nd Annual Outsourced CIO Event

Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear the investment views [...]

0 events, 22

0 events, 23

0 events, 24

0 events, 25

0 events, 26

1 event, 27

9:00 AM - 10:00 AM

Young Leader’s Group Running Club

Sunday, July 27 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

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 [...]

0 events, 28

1 event, 29

12:00 PM - 1:00 PM

2025 CFA Society New York Lunch & Learn Series

Tuesday, July 29 | 12:00 PM - 1:00 PM EDT

2025 CFA Society New York Lunch & Learn Series

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 [...]

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0 events, 31

0 events, 1

0 events, 2

Sunday, June 29
Sunday, June 29 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

  • There are no events on this day.
  • There are no events on this day.
Wednesday, July 2
Wednesday, July 2 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

  • There are no events on this day.
  • There are no events on this day.
Monday, July 7
Monday, July 7 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

Tuesday, July 8
Tuesday, July 8 | 8:00 AM - 9:00 AM EDT

CFA Society New York Coffee Chat Series

Tuesday, July 8 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

  • There are no events on this day.
Monday, July 7
Monday, July 7 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

Tuesday, July 8
Tuesday, July 8 | 8:00 AM - 9:00 AM EDT

CFA Society New York Coffee Chat Series

Tuesday, July 8 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

Wednesday, July 9
Featured Featured Wednesday, July 9 | 5:30 PM - 8:30 PM EDT

Midyear Market Outlook

Wednesday, July 9 | 6:00 PM - 7:30 PM EDT

Veterans Roundtable

Thursday, July 10
Thursday, July 10 | 6:00 PM - 7:00 PM EDT

Financial Reporting and Analysis Group Meeting

  • There are no events on this day.
  • There are no events on this day.
Sunday, July 13
Sunday, July 13 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

  • There are no events on this day.
Tuesday, July 15
Tuesday, July 15 | 6:00 PM - 7:30 PM EDT

Alternative Investment Group Meeting

Wednesday, July 16
Wednesday, July 16 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, July 16 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

  • There are no events on this day.
Friday, July 18
Friday, July 18 | 12:00 PM - 1:00 PM EDT

Sustainable Investing Group Meeting

  • There are no events on this day.
  • There are no events on this day.
Monday, July 21
Monday, July 21 | 5:30 PM - 8:00 PM EDT

2nd Annual Outsourced CIO Event

  • 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.
Sunday, July 27
Sunday, July 27 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

  • There are no events on this day.
Tuesday, July 29
Tuesday, July 29 | 12:00 PM - 1:00 PM EDT

2025 CFA Society New York Lunch & Learn Series

  • 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.
View Calendar
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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