News
Current events, announcements and happenings at CFA Society New York.
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: [...]
CFANY Annual Dinner Honors & Delivers, Raises the Bar for the Investment Industry
CFANY Annual Dinner Honors & Delivers, Raises the Bar for the Investment Industry NEW YORK, NOV. 05, 2018 -- On Tuesday, October 30, CFA Society New York (“CFANY”) hosted its 2018 Annual [...]
CFANY Joins Crucial Conversation with Timely Climate and ESG Asset Owner Summit
CFANY Joins Crucial Conversation with Timely Climate and ESG Asset Owner Summit CFA Society New York hosts historic event and speaker lineup, coinciding with Climate Week NYC and launch of joint-report [...]
CFANY & Climate Week NYC Converge with Inimitable Climate and ESG Asset Owner Summit Event
CFANY & Climate Week NYC Converge with Inimitable Climate and ESG Asset Owner Summit Event CFA Society New York event boasts all-star speaker lineup, coincides with launch of joint-report on ESG [...]
CFANY Wins Two 2018 Society Excellence Awards from CFA Institute
New York, May 16, 2018 (GLOBE NEWSWIRE) -- CFA Society New York (CFANY) has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as [...]
CFA Society New York Asset Owner Series™ Goes Global in Hong Kong
CFA Society New York Asset Owner Series™ Goes Global in Hong Kong Six months after the proposed framework was laid, the global expansion of CFANY's Asset Owner Series™ became a reality. [...]
CFANY is ‘Putting Beneficiaries First,’ Beginning with U.S. Retirement and Entitlement Crisis Event
CFANY is 'Putting Beneficiaries First,' Beginning with U.S. Retirement and Entitlement Crisis Event NEW YORK, FEB. 01, 2018 — CFA Society New York (CFANY) is proud to present their latest can’t-miss event, [...]
CFANY & SQA Team Up for Timely, Highly-Anticipated FinTech Event
NEW YORK, DEC. 28, 2017 — CFA Society New York (CFANY) and The Society of Quantitative Analysts (SQA) are proud to present Data Science in Finance: The Final Frontier? on January 18 [...]
80th Anniversary Asset Owner Summit Delivers, CFANY Proves Up to Challenge of Leading Global Investment Community
80th Anniversary Asset Owner Summit Delivers, CFANY Proves Up to Challenge of Leading Global Investment Community CFA Society New York and the Asset Owner Series are [...]
80th Anniversary-Year Volunteer Awards
2017 CFA Society New York Volunteer Awards Young Investment Professional Award This award recognizes an outstanding early-career professional who actively involves himself/herself in the profession, the investment [...]
August Newsletter
You embody achievement and typify integrity while forging the future of the investment management industry. So, as the industry assesses new challenges and opportunities—and we sharpen our focus—we invite your thoughts. How can the society provide you greater value? Tell us; how can we achieve more meaningful impact?
CFA Society NY Summer Social Produces Packed House and Promising Future
More than 400 attendees gathered for the 2017 Summer Social on Wednesday, July 26th, at Ascent Lounge in the Time Warner Building, in celebration of event-host CFA Society New York’s milestone 80th year as the leading forum for the investment management community.
CFA NY & HKSFA Work Jointly to Expand Asset Owner Series® Globally
Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series® to Hong Kong. The Asset Owner Series has featured senior investment consultants, asset managers and asset owner-leaders whom directly oversee or advise on an estimated $30 trillion, collectively.
NYSSA is Now CFA Society New York Following Historic Name Change
NYSSA is Now CFA Society New York, Underscores Commitment to Higher Standards in Investment Management In effort to become more closely aligned with CFA Institute, Society name change made [...]
Cyber Security Threat Looms: How Money Managers Can Protect Themselves
CFA Society New York presents a broad range of cyber-threats, and how to avoid them, at “The Cyber Security Threat and How Money Managers Can Protect Themselves” event.
CFA Institute Honors CFA Society New York at 2017 Leadership Conference
CFA Institute honors CFA Society New York at 2017 Society Leadership Conference in Philadelphia with three awards for its outstanding work and dedication throughout the year.
CFA Society New York Garners Global Award for Delivering Member Value & More
In recognition of our Strategic Initiatives, CFA Society New York Captures Global Award for Delivering Member Value..
CFA Society New York: Historic Board Vote
CFA Society New York: Historic Board Vote Daniel Dagen, CFA, CEO | Philip J. Taylor, CFA, Chair CFA Society New York Eighty years ago, the CFA Society New York (CFANY) began its legacy by [...]
About CFA Society New York
Announcements
Upcoming Events
Calendar of Events
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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.
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.
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32nd Annual ‘What’s New in U.S. Financial Reporting?’
32nd Annual ‘What’s New in U.S. Financial Reporting?’
This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.
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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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CFA Society New York Coffee Chat Series
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.
Wealth Management Group Meeting
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.
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CFA Society New York Book Club: The Lessons of History by Will and Ariel Durant
CFA Society New York Book Club: The Lessons of History by Will and Ariel Durant
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.
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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!
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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Veterans Roundtable
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.
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5th Institutional Investment Consulting Roundtable
5th Institutional Investment Consulting Roundtable
Overview The world of investment management consultants is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and manager selection processes. To gain a comprehensive understanding […]
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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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2025 CFA Society New York Lunch & Learns
2025 CFA Society New York Lunch & Learns
Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Speaker Steve Baker is located in Cincinnati, Ohio, and his area of focus is Private Equity. He has been instrumental in the development of FW Capital's private equity business since joining the firm in 2000. […]
Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry
Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry
Overview Machine Learning and Artificial Intelligence are revolutionizing the financial services landscape. Join us as industry experts from diverse and leading financial institutions explore the cutting-edge applications of these transformative technologies. Gain insights into current AI and ML implementations, future potential, and the profound implications for the financial services sector. Agenda 5:00 PM | REGISTRATION 5:30 […]
