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Information on future livestream event access, society announcements, opportunities, events and more!

Upcoming Events

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  • July 2026

Calendar of Events

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6:00 PM - 7:30 PM

Performance & Risk Analytics Group Meeting

Wednesday, July 1 | 6:00 PM - 7:30 PM EDT

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.

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, July 1 | 6:00 PM - 7:30 PM EDT

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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1 event, 6

6:00 PM - 7:00 PM

Value Investing Group Meeting

Monday, July 6 | 6:00 PM - 7:00 PM EDT

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.

0 events, 7

3 events, 8

12:00 PM - 1:00 PM

International Investment Group Meeting

Wednesday, July 8 | 12:00 PM - 1:00 PM EDT

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.

6:00 PM - 7:00 PM

Professional Development & Leadership Group Meeting

Wednesday, July 8 | 6:00 PM - 7:00 PM EDT

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.

6:00 PM - 7:00 PM

CFA Society New York Book Club: Nuclear War by Annie Jacobsen

Wednesday, July 8 | 6:00 PM - 7:00 PM EDT

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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1 event, 14

5:30 PM - 7:00 PM

Wealth Management Group Meeting

Tuesday, July 14 | 5:30 PM - 7:00 PM EDT

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, 15

Featured 5:30 PM - 8:30 PM

Midyear Market Outlook

Featured Wednesday, July 15 | 5:30 PM - 8:30 PM EDT

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 [...]

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Wednesday, July 15 | 6:00 PM - 7:30 PM EDT

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.

0 events, 16

1 event, 17

12:00 PM - 1:00 PM

Sustainable Investing Group Meeting

Friday, July 17 | 12:00 PM - 1:00 PM EDT

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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2 events, 21

12:00 PM - 1:00 PM

Alternative Investment Group Meeting

Tuesday, July 21 | 12:00 PM - 1:00 PM EDT

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.

5:30 PM - 8:00 PM

3rd Annual Outsourced Chief Investment Officers Event

Tuesday, July 21 | 5:30 PM - 8:00 PM EDT

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.

1 event, 22

2026-07-22

Financial & Valuation Modeling – Wall Street Prep

Financial & Valuation Modeling – Wall Street Prep

Wednesday, July 22 | 8:00 AM - Friday, July 24 | 5:00 PM EDT

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.

1 event, 23

2026-07-22

Financial & Valuation Modeling – Wall Street Prep

1 event, 24

2026-07-22

Financial & Valuation Modeling – Wall Street Prep

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0 events, 1

  • There are no events on this day.
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Wednesday, July 1
Wednesday, July 1 | 6:00 PM - 7:30 PM EDT

Performance & Risk Analytics Group Meeting

Wednesday, July 1 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

Monday, July 6
Monday, July 6 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Monday, July 6
Monday, July 6 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

  • There are no events on this day.
Wednesday, July 8
Wednesday, July 8 | 12:00 PM - 1:00 PM EDT

International Investment Group Meeting

Wednesday, July 8 | 6:00 PM - 7:00 PM EDT

Professional Development & Leadership Group Meeting

Wednesday, July 8 | 6:00 PM - 7:00 PM EDT

CFA Society New York Book Club: Nuclear War by Annie Jacobsen

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Tuesday, July 14
Tuesday, July 14 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

Wednesday, July 15
Featured Featured Wednesday, July 15 | 5:30 PM - 8:30 PM EDT

Midyear Market Outlook

Wednesday, July 15 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

  • There are no events on this day.
Friday, July 17
Friday, July 17 | 12:00 PM - 1:00 PM EDT

Sustainable Investing Group Meeting

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Tuesday, July 21
Tuesday, July 21 | 12:00 PM - 1:00 PM EDT

Alternative Investment Group Meeting

Tuesday, July 21 | 5:30 PM - 8:00 PM EDT

3rd Annual Outsourced Chief Investment Officers Event

Wednesday, July 22
Wednesday, July 22 | 8:00 AM - Friday, July 24 | 5:00 PM EDT

Financial & Valuation Modeling – Wall Street Prep

Wednesday, July 22
Wednesday, July 22 | 8:00 AM - Friday, July 24 | 5:00 PM EDT

Financial & Valuation Modeling – Wall Street Prep

Wednesday, July 22
Wednesday, July 22 | 8:00 AM - Friday, July 24 | 5:00 PM EDT

Financial & Valuation Modeling – Wall Street Prep

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
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View Calendar
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