Press Releases
CFA Society New York’s highly anticipated “Annual Benjamin Graham Conference” co-sponsored by Kahn Brothers Group and Wiley
“The Annual Benjamin Graham Conference” was held on June 29th, 2016 at CFA Society New York and was co-sponsored by Kahn Brothers Group and Wiley. For those unable to attend this annual conference organized by volunteers from CFA Society [...]
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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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.
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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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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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.
Professional Development & Leadership Group Meeting
Professional Development & Leadership Group Meeting
The 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.
CFA Society New York Book Club: Nuclear War by Annie Jacobsen
CFA Society New York Book Club: Nuclear War by Annie Jacobsen
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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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.
2 events,
Midyear Market Outlook
Midyear Market Outlook
Overview 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 Agenda 5:30 PM | REGISTRATION 6:00 PM | WELCOMING REMARKS 6:05 PM | PANEL DISCUSSION Moderator Amrita Tiwari, CFA, Director, New York Life Investment Management Panelists Dev Gopalan, Partner & Portfolio Manager, Sagard Holdings Mark Hackett, CFA, CFP®, CMT, Chief Market Strategist, Nationwide Shamaila Khan, Head of Global Emerging Markets & Asia Pacific [...]
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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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.
3rd Annual Outsourced Chief Investment Officers Event
3rd Annual Outsourced Chief Investment Officers Event
This panel will feature leading voices in multi-asset strategies and solutions, discussing how today’s investors build diversified portfolios across equities, fixed income, real assets, and alternatives.
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Financial & Valuation Modeling – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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CFA Society New York
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Phone: (212) 541-4530
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