Press Releases
Where is the real estate market going next?
With the 6 consecutive years of double digit returns that the market has seen, it is a natural question that anyone, investor or not, might ask. Can positive real estate returns continue? If not, are [...]
What is “Special Situation” in the investment world?
There is no one clear cut definition for Special Situations but in large sense, this means a situation which could reveal an undervalued security and hence an investment opportunity, which may yield a satisfactory profit [...]
Let’s get up close and personal with the new Fiduciary Rule
May was the Putting the Investors First month. At CFA Society New York, we put together an event entitled Conflict of Interest Rule (Fiduciary Rule) Unwrapped on May 31. The panel had a very active [...]
Private Bank and Private Wealth Management Chief Investment Officer Roundtable
CFA Society New York hosted the "Private Bank and Private Wealth Management Chief Investment Officer Roundtable" on the evening of June 14, 2016. The event was attended by around 150 senior [...]
What happens when strong women get together?
…Something fun and wonderful! From left: Gina Martin Adams (event opener), managing director and equity strategist at Wells Fargo, Nancy Davis (panelist), founder of Quandriatic Capital Management, Amy Poster (moderator), a contributing writer to Institutional [...]
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About CFANY
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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 […]
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Phone: (212) 541-4530
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