Enter event title here. For search engine optimization (SEO) purposes, brevity is preferred.
Event: Defined as three or more speakers and a minimum of 50 attendees
Gathering: Such as Author Series, Roundtables and Committee Meetings
Social: Designed to bring members together for networking opportunities, minimum of 50 attendees and can be joined with an Event if there are three of more speakers
Distinguished Investor Presentation: This is the only time when one individual could speak in front of our audience, must be a well-known industry leader
Series: Must complete 4 Events around a focused theme (geographic subset, investor type subset or asset class subset) over 12 months, demonstrate a plan for 4 Events annually over the next 24 months; the Author Series, which I understand will be webinar-based going forward, can be grandfathered in using the title "Series", however the way the PC will look at it is a collection of gatherings
Please try to limit description between 150-500 words
*Key takeaways and action words, useful to get CE credits approved.
Terms & Conditions
No content, including a "Save the Date" webpage, will be added to the CFANY website unless a program proposal has been submitted, reviewed by the Programming Committee and approved in writing by the CEO.
Chairs, Vice Chairs, Organizers and CFANY Board Members, in addition to both CFANY and CFA Institute Staff, may not speak on the panel, nor moderate or keynote the event without the written approval of the CEO, granted in conjunction with a recommendation received via the Programming Committee. Chairs, Vice Chairs, Organizers and CFANY Board Members, in addition to both CFANY and CFA Institute Staff, are permitted to deliver opening or closing remarks.
ADDITIONAL NOTES
CFA Society New York Mission
Events must be aligned with the CFANY mission. Events focused on, but not limited to subjects including purchasing a car, home, or any product, will require an exceptional and comprehensive level of justification in order to attain approval to move forward.
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Lead Time
Event proposals must be submitted at least three (3) months prior to the planned event date in order to be considered. This lead-time helps ensure sufficient time for all planning, coordination and marketing efforts.
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Speakers
(1) If the event is being recorded, the Speakers’ names can be added to the web site only after pictures/biographies and the signed Speaker Consent Forms are received.
CODE OF CONDUCT
CFA Society New York expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.
DISCLAIMER
CFA Society New York is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.
The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.
You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.
There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
