News
Current events, announcements and happenings at CFA Society New York.
State of the Society: 2023-24
2021 marked CFA Society New York’s first full-fiscal-year of the COVID-19 era – a fact unthinkable at the time we wrote our 2020 State of the Society letter. More importantly, however, is the fortitude and resiliency our community has demonstrated since.
CFA Society New York Veteran’s Roundtable Rings the Nasdaq Stock Market Closing Bell
CFA Society New York visited the Nasdaq in Times Square yesterday, July 5th. In honor of the occasion, Thomas Brigandi, CFA, Chair of the Board of Directors of CFA Society New York, rang the Closing Bell.
State of the Society: 2022-23
2021 marked CFA Society New York’s first full-fiscal-year of the COVID-19 era – a fact unthinkable at the time we wrote our 2020 State of the Society letter. More importantly, however, is the fortitude and resiliency our community has demonstrated since.
CFA NY’s Veteran’s Roundtable Rings the Nasdaq Stock Market Closing Bell
CFA Society New York visited the Nasdaq in Times Square yesterday, July 5th. In honor of the occasion, Thomas Brigandi, CFA, Chair of the Board of Directors of CFA Society New York, rang the Closing Bell.
State of the Society: 2021-22
2021 marked CFA Society New York’s first full-fiscal-year of the COVID-19 era – a fact unthinkable at the time we wrote our 2020 State of the Society letter. More importantly, however, is the fortitude and resiliency our community has demonstrated since.
Hofstra University Crowned Champion of CFA Institute Research Challenge’s New York Region
Hofstra University reigns supreme among final four field that included Binghamton University, Rutgers University New Brunswick and Seton Hall University A team of students from Hofstra University has captured the local [...]
Arun Manansingh Appointed Executive Director of CFA NY
CFA Society New York (CFA NY) announced today they have appointed Arun Manansingh as Executive Director of CFA NY, effective March 1, 2022. Mr. Manansingh will assume leadership of the Society’s staff and operations.
CFA Society New York’s Thomas Brigandi Announced as CFA Institute’s Americas Volunteer of the Year
Vice Chair Thomas Brigandi, CFA, was honored by CFA Institute—as part of the 2021 Society Awards Programme—with the Volunteer of the Year award for the Americas region. Mr. Brigandi won the award for his tireless volunteer efforts in service of CFA Society New York and the CFA Society® community globally.
Statement of Solidarity
We are saddened to learn of the heinous and senseless killing of eight people in Atlanta, including six women of Asian descent. Sadly, this incident is not an isolated event. Since the onset of the pandemic, hate crimes against Asians have risen at an alarming rate, with nearly 3,800 incidents reported.
Strategic Planning, Member Perspectives
Every three years, the Society engages in a process for strategic planning, that gathers the different perspectives of those we serve in the profession—whether through membership, participation in CFA Society New York’s educational programming or other interactions. Diverse perspectives help us critically view our strengths and weaknesses through a variety of lenses, which helps us create a more inclusive strategic plan on how we can best serve our community.
State of the Society
2020 was a year of transition for many - CFA Society New York included. Yet, thanks to the hard work, resilience and dedication of our superlative staff and volunteer leaders, we continued producing world-class content throughout the year. And very importantly, we are entering 2021 with appreciable enthusiasm for our ongoing plans, our new ideas, and (with great hope and optimism) a relative return to normalcy.
CFA Society New York Demonstrates Virtual Capacity, Possibilities Through Collaboration with CFA Society Peru
From November 4-6, CFA Society New York, in conjunction with CFA Society Peru and other CFA Societies from Latin America, presented LatAm & Caribbean Asset Owners Series Virtual Summit 2020, featuring over 35 of the region’s leading asset owners and foremost investment authorities.
CFA Society New York Announces Sameer Jagetia as New Chief Executive Officer
The Board of Directors of the CFA Society New York (CFANY) announced today they have appointed Sameer Jagetia, CFA as Chief Executive Officer of CFANY, effective October 29, 2020. Mr. Jagetia will assume the day to day leadership of CFANY.
CFA Society New York Welcomes Andrew Auslander, CFA, FRM to Board of Directors
CFA Society New York welcomes Andrew Auslander, CFA, FRM to Board of Directors, thanks James Adams for service.
CFA Society New York and the CAIA Association Launch Asset Owner Series™ Virtual Keynotes
CFA Society New York (CFANY) and the CAIA Association (CAIA) have announced the launch of the Asset Owner Series™ (AOS) Virtual Keynotes, an online-only iteration of CFANY’s premier educational event. The first live webinar is scheduled for Monday, May 4 from 6 p.m. – 7 p.m. EDT and is free for CFA Society and CAIA members worldwide.
CFA Society New York Announces Chief Executive Officer Departure
CFA Society New York announced today that its CEO, Daniel Dagen, CFA, has left his position, effective March 31, 2020. Mr. Dagen served as CEO of the Society since 2015 and contributed to the Society for many years prior to that as a member and volunteer.
CFA Society New York 2020 Elections
CFA Society New York Welcomes Four Prominent Members to Board of Directors The 2020 Election results are in—James Adams joins board, three incumbents reelected NEW YORK, JANUARY 29, 2020—CFA [...]
ASSET OWNERS MAKING SIGNIFICANT ALLOCATIONS TO ESG WITH MORE CAPITAL ON THE WAY
ASSET OWNERS MAKING SIGNIFICANT ALLOCATIONS TO ESG WITH MORE CAPITAL ON THE WAY, ACCORDING TO CFA SOCIETY NEW YORK SURVEY Mainstreaming of ESG reflects broader effort to reform capital markets, [...]
CFANY 2019 Elections
CFA Society New York Welcomes Four Prominent Members to Board of Directors NEW YORK, JANUARY 31, 2019 — The results are in. With pride and excitement following the conclusion of [...]
CFANY Annual Symposium Highlights FinTech’s Growing Impact on Investment Industry
CFANY Annual Symposium Highlights FinTech’s Growing Impact on Investment Industry NEW YORK, NOV. 14, 2018 -- On Monday, November 5, CFA Society New York (CFANY) hosted its second Annual FinTech Symposium: [...]
About CFA Society New York
Announcements
Upcoming Events
Calendar of Events
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Performance & Risk Analytics Group Meeting
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.
Institutional Asset Management Group Meeting
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.
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Value Investing Group Meeting
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.
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Data and Infrastructure: Decision Making with an Imperfect Dataset
Data and Infrastructure: Decision Making with an Imperfect Dataset
Overview If you have wondered how to make better decisions with the data you have, sign up for this event to hear from experts who can say what's in, and what's out, of bounds. Attendees will learn about data issues through the infrastructure spectrum and how to handle them. Agenda 11:30 AM | REGISTRATION & LUNCH […]
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2024 Fall Employment Outlook
2024 Fall Employment Outlook
Overview The Fall Employment Outlook is a must-attend event for CFA Society New York members and non-members poised for career transitions. Whether you're actively seeking a new role or laying the groundwork for future opportunities, this event provides essential knowledge and perspectives. Dive into the latest industry trends and gain a competitive edge with guidance […]
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Financial Issues Forum presents Philipp Carlsson-Szlezak and Paul Swartz , on “Shocks, Crises, and False Alarms”
Financial Issues Forum presents Philipp Carlsson-Szlezak and Paul Swartz , on “Shocks, Crises, and False Alarms”
Overview The shocks and crises of recent years—pandemic, recession, inflation, war—have forced executives and investors to recognize that the macroeconomy is now a risk to be actively managed. Yet unreliable forecasting, pervasive doomsaying and whipsawing data severely hamper the task of decoding the landscape. Are disruptions transient and ephemeral—or permanent and structural? False alarms are […]
2024 Nominations & Board of Directors Info Session
2024 Nominations & Board of Directors Info Session
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.
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Emerging and Frontier Markets: Managing Regulatory and Market Pressures
Emerging and Frontier Markets: Managing Regulatory and Market Pressures
Emerging and frontier markets face a raft of risks from rising interest rates, policy changes and capital flows. Hear where value lies in these sectors from some of the best investors how they view those opportunities.
Investment Strategy Roundtable
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.
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Real Estate Technology Implementations and Strategies
Real Estate Technology Implementations and Strategies
The pressure on many real estate sub sectors has pushed the industry to seek efficiency in many ways. If you are looking to step up to the next level of efficiency, come hear from the speakers at this forum who are creating and implementing technology to many parts of the real estate sector.
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Sustainable Investing Group Meeting
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.
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Alternative Investment Group Meeting
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.
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Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
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!
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Financial Issues Forum presents J. Doyne Farmer on “Making Sense of Chaos: A Better Economics for a Better World”
Financial Issues Forum presents J. Doyne Farmer on “Making Sense of Chaos: A Better Economics for a Better World”
Overview We live in an age of increasing complexity—an era of accelerating technology and global interconnection that holds more promise, and more peril, than any other time in human history. The fossil fuels that have powered global wealth creation now threaten to destroy the world they helped build. Automation and digitization promise prosperity for some, […]
2024 Annual Celebration
2024 Annual Celebration
The Annual Celebration offers professionals in finance and investment management a valuable opportunity to network and gain industry knowledge, with this year's event being specially designed based on feedback. Join us at the Ascent Lounge to enjoy open networking with experts and influential speakers, celebrating 86 years of excellence and member value.
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Python Uses in Quant Finance and Entrepreneurships
Python Uses in Quant Finance and Entrepreneurships
Overview Explore the key applications of Python in quantitative finance and entrepreneurial ventures. In this session, we will discuss the most critical aspects of Python for financial services and startup environments, highlighting how Python can empower quant strategies and innovation. Learn how Python’s versatility can enhance your career, help new firms thrive, and open doors […]
