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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1 event,
Young Leader’s Group Running Club
Young Leader’s Group Running Club
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for [...]
0 events,
1 event,
2025 CFA Society New York Lunch & Learn Series
2025 CFA Society New York Lunch & Learn Series
Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Registration is now closed! Please join us at the next Lunch & Learn in September! 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 Featured Speaker: Andy Baehr, CFA, CAIA, Head of Product and Research, CoinDesk Indices Andy leads research and product development [...]
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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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2 events,
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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CFA Society New York Joint Happy Hour
CFA Society New York Joint Happy Hour
Overview Please join the members of CFA Society New York for our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As summer approaches and vacations are planned, it's the perfect time to catch up with [...]
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1 event,
Young Leader’s Group Running Club
Young Leader’s Group Running Club
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for [...]
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1 event,
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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International Investment Group Meeting
International Investment Group Meeting
The 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.
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.
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!
1 event,
Financial Reporting and Analysis Group Meeting
Financial Reporting and Analysis Group Meeting
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards.
1 event,
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.
1 event,
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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1 event,
Young Leader’s Group Running Club
Young Leader’s Group Running Club
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for [...]
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1 event,
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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