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X-WR-CALNAME:CFA Society New York
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
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TZNAME:EDT
DTSTART:20260308T070000
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DTSTART:20261101T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260617T080000
DTEND;TZID=America/New_York:20260617T170000
DTSTAMP:20260617T021612
CREATED:20251209T201802Z
LAST-MODIFIED:20260407T183738Z
UID:94684-1781683200-1781715600@cfany.org
SUMMARY:ALTSNY 2026
DESCRIPTION:OverviewALTSNY: An Education-Focused Alternative Investment Event\nALTSNY is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. \nALTSNY is developed and led by the CAIA Association\, CFA Society New York\, and Markets Group\, and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSNY is specifically designed to provide relevant\, education-focused content for individuals who manage\, advise\, allocate to\, or oversee alternative investments. With leading allocating and management firms\, the agenda will include topics such as global asset allocation\, private markets\, real assets\, private equity\, hedge funds\, alternative beta strategies\, and more. \nRequest Agenda Here\n\n\nINVESTORS:\n Complimentary registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket. \nMANAGERS & SERVICE PROVIDERS:\nCurrent rates reflect the price for all asset managers and service providers. \n\nCFA Society New York members can save 40% \nEmail membership@cfany.org for more information\n\nSponsors
URL:https://cfany.org/event/altsny-2026/
LOCATION:Convene Brookfield Place\, 225 Liberty St\, New York\, NY\, 10281-0003\, United States
CATEGORIES:Alternative Investments,Other Industry Event,Other Industry Events,Seminar,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260618T173000
DTEND;TZID=America/New_York:20260618T200000
DTSTAMP:20260617T021612
CREATED:20260421T174806Z
LAST-MODIFIED:20260615T160100Z
UID:97781-1781803800-1781812800@cfany.org
SUMMARY:6th Annual Endowments & Foundations Event
DESCRIPTION:OverviewAn Asset Owner Series™ Event \n\n\n\n\n\n6th Annual Endowments & Foundations Event\n\n\n\n\n  Convening leading institutional investors\, CIOs\, and industry experts to examine the evolving investment landscape — and how these institutions are navigating today's complex markets while balancing long-term objectives. \n  \n  Topics covered \n  \n    \n      \n        \n          \n        \n      \n      Key investment themes and macroeconomic forces impacting endowments and foundations\n    \n    \n      \n        \n          \n        \n      \n      Strategic asset allocation approaches in a shifting market environment\n    \n    \n      \n        \n          \n        \n      \n      Perspectives on public and private markets\n    \n    \n      \n        \n          \n        \n      \n      Aligning investment strategies with mission priorities\n    \n  \n  \n    Institutional investors\n    CIOs\n    Asset allocation\n    Private markets\n    Mission-driven investing\n  \n\n\n\n\n\n  Agenda \n\n  \n    5:30 PM\n    Registration \n  \n \n    5:50 PM\n    \n      Opening Remarks \n      Speaker \n      Edward Ng\, CFA — Managing Director\, Head of the Americas Endowments\, Foundation\, and Healthcare\, BlackRock \n    \n  \n  \n    6:00 PM\n    \n      Panel Discussion \n\n      Moderator \n      Daniel Loewy\, CFA — Chief Investment Officer and Head\, Multi-Asset and Hedge Fund Solutions\, Alliance Bernstein \n\n      Panelists \n      Sander Doucette\, CFA — Managing Director\, New York-Presbyterian \n      Joyce Zhang\, CFA — Managing Director\, Investments\, Wallace Foundation       \n      Cynthia Haidar — Director\, Doris Duke Foundation \n      Geeta Kapadia\, CFA — Chief Investment Officer\, Fordham University \n      Scott Pittman — Senior Vice President and Chief Investment Officer\, Mount Sinai Health System \n      Paula Volent\, CFA — Vice President & Chief Investment Officer\, The Rockefeller University \n    \n  \n\n  \n    7:00 PM\n    Q&A \n\n  \n    7:10 PM\n    \n      Closing Remarks \n      Speaker \n      Edward Ng\, CFA — Managing Director\, BlackRock \n    \n  \n  \n    7:15 PM\n    Networking Reception \n  \nGold Sponsors:Silver Sponsors:  \n \nBronze Sponsor:
URL:https://cfany.org/event/6th-annual-endowments-foundations-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260618T180000
DTEND;TZID=America/New_York:20260618T190000
DTSTAMP:20260617T021612
CREATED:20260604T141209Z
LAST-MODIFIED:20260608T212829Z
UID:98647-1781805600-1781809200@cfany.org
SUMMARY:PRAG and ISR Collaborative Interest Group Meeting
DESCRIPTION:👥 Special joint meeting\n    This month\, we're bringing together two interest groups for a special joint meeting! \n    We will be combining the Performance and Risk Analytics Group and the Investment Strategy Roundtable into one session. This joint meeting is designed to give members from both groups the opportunity to connect\, share perspectives\, and engage in meaningful discussions on a wide range of topics within the ever‑evolving world of finance.Please take a moment to learn more about each group below and register for the meeting by clicking the registration button on the right-hand side. We look forward to seeing you there! \n  \n\n  \n    \n    About the groups\n    \n  \n\n  \n    \n      📈 PRAG\n      Performance & Risk Analytics Group \n      The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. Its diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. If you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group. \n      Join this group →\n    \n\n    \n      🌎 ISR\n      Investment Strategy Roundtable \n      The CFA Society New York Investment Strategy 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \n      Join this group →
URL:https://cfany.org/event/prag-and-isr-combined-interest-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260623T080000
DTEND;TZID=America/New_York:20260623T180000
DTSTAMP:20260617T021612
CREATED:20251205T174409Z
LAST-MODIFIED:20260615T155753Z
UID:94476-1782201600-1782237600@cfany.org
SUMMARY:13th Annual Ben Graham Conference
DESCRIPTION:OverviewThe 13th Annual Ben Graham Conference will explore the current landscape of value investing\, both domestically and globally\, examining the latest developments\, key challenges\, and emerging opportunities as volatility returns to markets\, and much more! \nIn partnership with: \n \nRegistration will close on Thursday\, June 18 at 10:00 AM ESTWe will not be able to accommodate walk-in registrations due to venue security procedures000Weeks0000Days00Hrs00Min00SecAgenda\n\n\n\n\n\n\n\n\n\n\n\n  \n    All Sessions\n    Keynote\n    Panels\n    Fireside Chats\n    Breaks & Meals\n  \n  \n\n\nLead Sponsor:Platinum Sponsor:Gold Sponsor:Silver Sponsor:  \n \nBronze Sponsor:
URL:https://cfany.org/event/13th-annual-ben-graham-conference/
LOCATION:Fordham Law School  Skadden Conference Center\, 2 Fl (Constantino & Bateman Rooms)\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Networking Event,Seminar,The Graham Center,Value Investing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260701T180000
DTEND;TZID=America/New_York:20260701T193000
DTSTAMP:20260617T021612
CREATED:20251125T193638Z
LAST-MODIFIED:20251125T193638Z
UID:94092-1782928800-1782934200@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-52/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260701T180000
DTEND;TZID=America/New_York:20260701T193000
DTSTAMP:20260617T021612
CREATED:20251125T195937Z
LAST-MODIFIED:20251125T195937Z
UID:94121-1782928800-1782934200@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-65/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260706T180000
DTEND;TZID=America/New_York:20260706T190000
DTSTAMP:20260617T021612
CREATED:20251125T192837Z
LAST-MODIFIED:20260512T143626Z
UID:94065-1783360800-1783364400@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP \nFeatured Speaker: Ehsan Ehsani Ehsan Ehsani is an adjunct professor in the finance division at Columbia Business School and an investor at an activist and value-oriented firm in New York. He holds an MBA from Columbia Business School\, along with master’s degrees from the MIT-Zaragoza International Logistics Program and Chalmers University of Technology in Sweden. \nHe will be discussing his new book\, Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street.
URL:https://cfany.org/event/value-investing-group-meeting-32/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T120000
DTEND;TZID=America/New_York:20260708T130000
DTSTAMP:20260617T021612
CREATED:20251125T201433Z
LAST-MODIFIED:20251125T201433Z
UID:94166-1783512000-1783515600@cfany.org
SUMMARY:International Investment Group Meeting
DESCRIPTION:Group DescriptionThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected\, investors must navigate geopolitical risks\, currency fluctuations\, and evolving regulations to uncover international opportunities. \nJOIN THIS GROUP
URL:https://cfany.org/event/international-investment-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,International Investments,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T180000
DTEND;TZID=America/New_York:20260708T190000
DTSTAMP:20260617T021612
CREATED:20260217T200946Z
LAST-MODIFIED:20260608T213228Z
UID:96118-1783533600-1783537200@cfany.org
SUMMARY:Professional Development & Leadership Group Meeting
DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP
URL:https://cfany.org/event/professional-development-leadership-group-meeting-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T180000
DTEND;TZID=America/New_York:20260708T190000
DTSTAMP:20260617T021612
CREATED:20260303T153227Z
LAST-MODIFIED:20260303T153227Z
UID:96703-1783533600-1783537200@cfany.org
SUMMARY:CFA Society New York Book Club: Nuclear War by Annie Jacobsen
DESCRIPTION:OverviewThe 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 author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Nuclear War: A Scenario \nAuthor: Annie Jacobsen \nEvery generation\, a journalist has looked deep into the heart of the nuclear military establishment: the technologies\, the safeguards\, the plans\, and the risks. These investigations are vital to how we understand the world we really live in—where one nuclear missile will beget one in return\, and where the choreography of the world’s end requires massive decisions made on seconds’ notice with information that is only as good as the intelligence we have. \nPulitzer Prize finalist Annie Jacobsen’s Nuclear War: A Scenario explores this ticking-clock scenario\, based on dozens of exclusive new interviews with military and civilian experts who have built the weapons\, have been privy to the response plans\, and have been responsible for those decisions should they have needed to be made. Nuclear War: A Scenario examines the handful of minutes after a nuclear missile launch. It is essential reading\, and unlike any other book in its depth and urgency.
URL:https://cfany.org/event/cfa-society-new-york-book-club-nuclear-war-by-annie-jacobsen/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T173000
DTEND;TZID=America/New_York:20260714T190000
DTSTAMP:20260617T021612
CREATED:20251125T200853Z
LAST-MODIFIED:20251125T200853Z
UID:94147-1784050200-1784055600@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group
URL:https://cfany.org/event/wealth-management-group-meeting-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T173000
DTEND;TZID=America/New_York:20260715T203000
DTSTAMP:20260617T021612
CREATED:20260522T144907Z
LAST-MODIFIED:20260615T155757Z
UID:98466-1784136600-1784147400@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:Overview\n\n  Join leading strategists and asset managers for 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. \n  Learning outcomes \n  \n    \n      01\n      Strategic thinking about market moves going forward \n    \n    \n      02\n      Tactical thinking about specific markets\, assets\, and capital allocations \n    \n    \n      03\n      Understanding other asset managers' and strategists' points of view and the reasoning behind them \n    \n  \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \nModerator \nAmrita Tiwari\, CFA\, Director\, New York Life Investment Management \nPanelists \nMark Hackett\, CFA\, CFP®\, CMT\, Chief Market Strategist\, Nationwide \n\n7:20 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\n7:30 PM | NETWORKING RECEPTION \nBronze Sponsors:
URL:https://cfany.org/event/midyear-market-outlook-8/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Student,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T180000
DTEND;TZID=America/New_York:20260715T193000
DTSTAMP:20260617T021612
CREATED:20251125T211746Z
LAST-MODIFIED:20251125T211746Z
UID:94210-1784138400-1784143800@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-50/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260717T120000
DTEND;TZID=America/New_York:20260717T130000
DTSTAMP:20260617T021612
CREATED:20260520T140111Z
LAST-MODIFIED:20260616T143311Z
UID:98292-1784289600-1784293200@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing 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.  \n\nWhere Is Capital Flowing? Risks\, Opportunities & Performance Across Sustainability Themes \n\n\nFund flows and holdings data offer a unique lens into how investors are positioning portfolios today. This session will explore where capital is moving across sustainability and thematic strategies\, from clean energy and transition metals to other emerging themes\, and what those shifts reveal about investor priorities. Drawing on Bloomberg Intelligence research\, we will examine whether the recent recovery in clean energy is sustainable and how energy-price shocks are reshaping the outlook for the sector. We will also explore how ESG and climate metrics can influence performance across industries\, and whether those same signals are reflected in fund portfolio construction. \n\nJOIN THIS GROUP \nFeatured Speaker: Shaheen Contractor\, CFAShaheen Contractor\, CFA\, is a Senior Environmental\, Social\, and Governance (ESG) Research Analyst for Bloomberg Intelligence\, the research platform available on the Bloomberg Terminal at BI. With nearly a decade of experience in fund evaluation\, quantitative analysis\, and sustainable investing\, she specializes in assessing ESG performance and its implications for risk\, return\, and valuation across global industries. Her research also examines the drivers and challenges facing ESG funds\, gender diversity and the broader investment impacts of the low-carbon transition. A recognized thought leader in sustainable finance\, she is frequently invited to speak at industry conferences and provide expert commentary on television and radio. Her work has been featured in leading sustainability publications\, including a book published by World Scientific \nMrs. Contractor has a Master of Science degree in Sustainability Management from Columbia University and a Bachelor of Business Administration (BBA) degree from Symbiosis International University.
URL:https://cfany.org/event/sustainable-investing-group-meeting-48/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T120000
DTEND;TZID=America/New_York:20260721T130000
DTSTAMP:20260617T021612
CREATED:20260317T135731Z
LAST-MODIFIED:20260616T143929Z
UID:96989-1784635200-1784638800@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe 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. \nIf you would like to participate in this group or attend industry events and networking opportunities join our LinkedIn Group. \nFor this meeting\, we will be discussing the following: The State of Private Credit Markets \n\nCurrent performance concerns regarding private credit and BDCs.\nUpdates on broader debt capital markets and recent challenges (inflation\, interest rates\, and the weakening economic outlook).\nA comparison of how bonds\, BSL\, and private credit are navigating these challenges.\n\n JOIN THIS GROUP \nFeatured Speaker: Ruth YangRuth Yang is Head of Content Strategy at CreditSights\, where she leads how the business delivers timely\, authoritative insight across global debt capital markets. Cred itSights provides coverage of deal activity\, emerging trends\, and evolving risk signals across bonds\, loans\, and private credit—helping clients navigate complexity and stay ahead in a rapidly shifting market. Ruth is responsible for shaping a content strategy that not only interprets\nmarket developments but drives actionable value for clients. \nRuth brings over 25 years of experience in leveraged finance and credit markets. Most recently\, she was Global Head of Private Markets Analytics & Thought Leadership at S&P Global Ratings\, where she expanded private credit coverage and led cross-market engagement through a robust thought leadership platform. She also served as\nSponsor of the cross-divisional S&P Global Private Debt Research Lab and was a member of the S&P Global Look Forward Counsel. \nPreviously\, Ruth held senior leadership roles at Fitch Solutions as Managing Director of Leveraged Finance Intelligence\, where she built and scaled leveraged finance offerings. She also spent more than 15 years at Leveraged Commentary & Data\, leading global leveraged finance content and operations\, and began her career at the Loan Syndications & Trading Association (LSTA)\, overseeing the mark-to-market pricing service. In 2025\, Ruth was named included in Hedge Fund Journal’s 50 Women Leaders for Private Markets. Ruth holds an A.B. with honors from Harvard University.
URL:https://cfany.org/event/alternative-investment-group-meeting-42/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T173000
DTEND;TZID=America/New_York:20260721T200000
DTSTAMP:20260617T021612
CREATED:20260601T204337Z
LAST-MODIFIED:20260615T155804Z
UID:98547-1784655000-1784664000@cfany.org
SUMMARY:3rd Annual Outsourced Chief Investment Officers Event
DESCRIPTION:OverviewAn Asset Owner Series™ Event \n\n\n\n\n\n3rd Annual Outsourced Chief Investment Officers Event\n\n\n\n\n\n  3rd Annual \n  Outsourced Chief Investment Officers Event\n  Bringing together leading OCIO providers and industry experts to explore the evolving role of outsourced chief investment officer solutions in today's increasingly complex investment environment. The program will examine how institutions are leveraging OCIO partnerships to improve investment outcomes and operational execution. \n  \n  Topics covered \n  \n    \n      \n      Key trends driving growth and evolution in the OCIO marketplace\n    \n    \n      \n      Strategic asset allocation and portfolio implementation\n    \n    \n      \n      Public and private market investment opportunities\n    \n    \n      \n      Risk management\, performance evaluation\, and manager selection considerations\n    \n  \n\n\n\n\n  Agenda \n  \n    5:30 PM\n    Registration \n  \n  \n  \n    6:00 PM\n    \n      Panel Discussion \n      Panelists \n      Barjdeep Kaur — Managing Director\, Cambridge Associates \n	  Michael F. Lane\, SEI — Executive Vice President\, Head of Asset Management\, SEI \n 	  Ryan W. Lennie\, CFA — Managing Director\, Wilshire \n      Steve Nelson — Director of Consulting\, Prime Buchholz \n	  Christopher Philips\, CFA — SVP\, OCIO Practice Leader\, LCG Associates\, Inc. \n      Scott F. Perry\, CAIA — Partner\, Head of Portfolio Strategy\, NEPC\, LLC \n    \n  \n  \n    7:00 PM\n    Q&A \n  \n  \n    7:15 PM\n    Networking Reception \n  \nBronze Sponsor:
URL:https://cfany.org/event/3rd-annual-outsourced-chief-investment-officers-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/03/MAPC.png
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260803T180000
DTEND;TZID=America/New_York:20260803T190000
DTSTAMP:20260617T021612
CREATED:20251125T192918Z
LAST-MODIFIED:20251125T192918Z
UID:94067-1785780000-1785783600@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-37/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T180000
DTEND;TZID=America/New_York:20260805T193000
DTSTAMP:20260617T021612
CREATED:20251125T193712Z
LAST-MODIFIED:20251125T193712Z
UID:94094-1785952800-1785958200@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-53/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T180000
DTEND;TZID=America/New_York:20260805T193000
DTSTAMP:20260617T021612
CREATED:20251125T200005Z
LAST-MODIFIED:20251125T200005Z
UID:94123-1785952800-1785958200@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-66/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T173000
DTEND;TZID=America/New_York:20260811T190000
DTSTAMP:20260617T021612
CREATED:20251125T200922Z
LAST-MODIFIED:20251125T200922Z
UID:94149-1786469400-1786474800@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group
URL:https://cfany.org/event/wealth-management-group-meeting-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T180000
DTEND;TZID=America/New_York:20260812T190000
DTSTAMP:20260617T021612
CREATED:20260217T201245Z
LAST-MODIFIED:20260608T213239Z
UID:96120-1786557600-1786561200@cfany.org
SUMMARY:Professional Development & Leadership Group Meeting
DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP
URL:https://cfany.org/event/professional-development-leadership-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T120000
DTEND;TZID=America/New_York:20260818T130000
DTSTAMP:20260617T021612
CREATED:20251125T192605Z
LAST-MODIFIED:20260331T145614Z
UID:94057-1787054400-1787058000@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe 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. \nIf you would like to participate in this group or attend industry events and networking opportunities join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-38/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260819T180000
DTEND;TZID=America/New_York:20260819T193000
DTSTAMP:20260617T021612
CREATED:20251125T211817Z
LAST-MODIFIED:20251125T211817Z
UID:94214-1787162400-1787167800@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-51/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260902T180000
DTEND;TZID=America/New_York:20260902T193000
DTSTAMP:20260617T021612
CREATED:20251125T193748Z
LAST-MODIFIED:20251125T193748Z
UID:94096-1788372000-1788377400@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-54/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260902T180000
DTEND;TZID=America/New_York:20260902T193000
DTSTAMP:20260617T021612
CREATED:20251125T200112Z
LAST-MODIFIED:20251125T200112Z
UID:94125-1788372000-1788377400@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-67/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260907T180000
DTEND;TZID=America/New_York:20260907T190000
DTSTAMP:20260617T021612
CREATED:20251125T192943Z
LAST-MODIFIED:20251125T193019Z
UID:94069-1788804000-1788807600@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-38/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260908T173000
DTEND;TZID=America/New_York:20260908T190000
DTSTAMP:20260617T021612
CREATED:20251125T200949Z
LAST-MODIFIED:20251125T200949Z
UID:94151-1788888600-1788894000@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group
URL:https://cfany.org/event/wealth-management-group-meeting-18/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260909T120000
DTEND;TZID=America/New_York:20260909T130000
DTSTAMP:20260617T021612
CREATED:20251125T201511Z
LAST-MODIFIED:20251125T201511Z
UID:94168-1788955200-1788958800@cfany.org
SUMMARY:International Investment Group Meeting
DESCRIPTION:Group DescriptionThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected\, investors must navigate geopolitical risks\, currency fluctuations\, and evolving regulations to uncover international opportunities. \nJOIN THIS GROUP
URL:https://cfany.org/event/international-investment-group-meeting-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,International Investments,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260909T173000
DTEND;TZID=America/New_York:20260909T200000
DTSTAMP:20260617T021612
CREATED:20260527T204256Z
LAST-MODIFIED:20260615T155808Z
UID:98496-1788975000-1788984000@cfany.org
SUMMARY:Private Credit in the Cross Hairs
DESCRIPTION:OverviewJosh Neren and David Groban\, executives of credit-oriented investment firm Bracco Asset Management\, will join Jeff Hooke\, former investment banker and author\, to discuss the state of the private credit market and its past (and possible future) investment returns.  Also\, in brief\, Mr. Hooke will present the findings of a seminal academic study he co-authored — featured on Bloomberg. The study covers 200 ‘seasoned’ private debt funds and their performance relative to an appropriate public benchmark. \nThe three presenters will leave plenty of time for questions. Besides the current activity and performance of private credit\, they will consider the existential reasons of why the staffs of institutional investors either (i) don’t read\, or (ii) simply ignore studies regarding private asset class return issues\, and whether such lack of action violates fiduciary obligation and the CFA Society’s code of ethics.” \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \n\n6:00 PM | PANEL DISCUSSION \nModerator \nPanelists \nDavid Groban\, Partner & Senior Analyst\, Bracco Asset Management  \nJeffrey Hooke\, Adjunct Finance Lecturer\, Johns Hopkins University  \n\n6:45 PM | Q&A  \n\n6:55 PM | CLOSING REMARKS \n\n7:00 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/private-credit-in-the-cross-hairs/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Interest Group,Performance & Risk Analytics,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/05/web-tile-8.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260909T180000
DTEND;TZID=America/New_York:20260909T190000
DTSTAMP:20260617T021612
CREATED:20260303T153705Z
LAST-MODIFIED:20260303T153705Z
UID:96704-1788976800-1788980400@cfany.org
SUMMARY:CFA Society New York Book Club: Invisible Rulers by Renee Di Resta
DESCRIPTION:OverviewThe 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 author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Invisible Rulers: The People Who Turn Lies into Reality \nAuthor: Renée DiResta \nNarrator: Anna Caputo \nRenée DiResta’s powerful\, original investigation into the way power and influence have been profoundly transformed reveals how a virtual rumor mill of niche propagandists increasingly shapes public opinion. While propagandists position themselves as trustworthy Davids\, their reach\, influence\, and economics make them classic Goliaths—invisible rulers who create bespoke realities to revolutionize politics\, culture\, and society. Their work is driven by a simple maxim: if you make it trend\, you make it true. \nBy revealing the machinery and dynamics of the interplay between influencers\, algorithms\, and online crowds\, DiResta vividly illustrates the way propagandists deliberately undermine belief in the fundamental legitimacy of institutions that make society work. This alternate system for shaping public opinion\, unexamined until now\, is rewriting the relationship between the people and their government in profound ways. It has become a force so shockingly effective that its destructive power seems limitless. Scientific proof is powerless in front of it. Democratic validity is bulldozed by it. Leaders are humiliated by it. But they need not be. \nWith its deep insight into the power of propagandists to drive online crowds into battle—while bearing no responsibility for the consequences—Invisible Rulers not only predicts those consequences but offers ways for leaders to rapidly adapt and fight back.
URL:https://cfany.org/event/cfa-society-new-york-book-club-invisible-rulers-by-renee-di-resta/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
END:VCALENDAR