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CFA Society New York

1540 Broadway
New York City, NY 10036 United States Get Directions
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Ben Graham IX Annual Conference

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

A week of daily events focused on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

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Conference / Seminar, Sponsored, Value Investing, Virtual Events & Programming

Fintech Leadership Group Meeting

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

The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming

CFA Society New York Book Club Billion Dollar Loser: The Epic Rise and Fall of Adam Neumann and WeWork

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

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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Book Club & Author Series, Conference / Seminar, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming

Women in Alternatives

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

Join CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing. The 2021 Preqin Impact Report on Women in Alternative Assets found that at the close of 2020, just over 20% of the alternative investment industry’s employees were female, with a slim 12% holding a senior-ranked position.

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Alternative Investments, Conference, Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming, Young Leaders

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6th Annual Insurance Company Chief Investment Officers Roundtable

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

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums, low interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference.

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AOS Original, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

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!

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Committee Meeting, Free for Members, Interest Group Meetings, Investment Professional Employment Outlook Series, Toastmasters

[POSTPONED] Young Leaders Group Career Fair

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

The Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area.

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Young Leaders

What’s New in Accounting

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

The event will start with FASB Keynote speaker on an overview of pronouncements and their impacts as well as FASB future plan and initiatives, followed by accounting professionals on the company’s adoption of the pronouncements and the trends.

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Financial Reporting and Analysis

Distressed Credit 2020 – Finding Gain in Turmoil and Pain

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

Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.

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Alternative Investments
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4th Annual Endowment & Foundation CIO Roundtable

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

The 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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Asset Owner Series

Wealth Management for Millennials

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

Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.

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Private Wealth Management, Young Leaders
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5th Annual Insurance Company Chief Investment Officers Roundtable

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

Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability.

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Asset Owner Series

New Year Market Outlook

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

This event is a chance to hear a panel of distinguished buy side strategists, PMs and CIOs discuss and debate their outlooks for the markets. In addition, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves, economic & geopolitical outlooks and market valuations.

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Institutional Asset Management

Data Science in Finance: From Theory to Practice

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

Hear from academics and practitioners on how data science techniques can be used in your investment process. Topics include: using machine learning for stock selection and for risk forecasting, machine learning explainability, predicting returns using textual analysis of news articles, measuring the state of the economy by analyzing business news, using loan applications to predict loan defaults.

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2020 Kickoff Awards Ceremony

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

Evening will consist of: (1) Recap of 2020 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2020 Kick Off Party.

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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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