CFA Society New York

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2020 Annual Meeting

CFA Society New York 1540 Broadway, New York City, NY, United States

The Annual Meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee.

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Membership Committee

The Search for Returns: Niche Investment Strategies

CFA Society New York 1540 Broadway, New York City, NY, United States

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/ trends and are often private and relatively illiquid.

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Alternative Investments

Frontier Markets and the BUILD Act

CFA Society New York 1540 Broadway, New York City, NY, United States

With the passage of the BUILD Act in October 2018, the Overseas Private Investment Corporation (OPIC) will have its investment mandate expanded from $30 billion to $60 billion to invest in private markets in frontier markets of the developing world.

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Global Investing Group

Emerging Manager Summit

CFA Society New York 1540 Broadway, New York City, NY, United States

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Alternative Investments, Business Management

2020 Quant Outlook on Value Investing

CFA Society New York 1540 Broadway, New York City, NY, United States

Hear from a quant perspective on value investing in 2020 from academics and strategists. Alessio de Longis will explore Value’s failure and discuss potential enhancements, followed by a panel who will take a discerning look forward.

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Other Industry Events

Meet the Board and Nominations Committee Nominees

CFA Society New York 1540 Broadway, New York City, NY, United States

CFA Society New York members are invited to join the Board, Society leadership, and members of the Nominations Committee as they introduce the 2019 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees, as well as interact with CFANY staff and representatives of the current Board.

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CFANY Fourth Annual Global Macro Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

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Alternative Investments

Women & Wealth: Discussion with Barbara Stewart, CFA

CFA Society New York 1540 Broadway, New York City, NY, United States

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women's financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

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Private Wealth Management

Fall 2019 Employment Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Join the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow.

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Career Development

4th Annual Performance and Risk Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

ABCs of Sustainable Investing

CFA Society New York 1540 Broadway, New York City, NY, United States

The session is intended to serve as a primer for financial analysts, researchers, portfolio managers and others on sustainable investing, the current state, drivers, various approaches that are encapsulated by this approach and how to implement these into portfolio management across varying asset classes.

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Sustainable Investing

Introduction to Python for Business and Finance

CFA Society New York 1540 Broadway, New York City, NY, United States

Save the Date! Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

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Other Industry Events