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DTSTART;TZID=America/New_York:20200115T181500
DTEND;TZID=America/New_York:20200115T200000
DTSTAMP:20260620T113902
CREATED:20191213T175012Z
LAST-MODIFIED:20191216T203544Z
UID:57337-1579112100-1579118400@cfany.org
SUMMARY:2020 Kickoff Awards Ceremony
DESCRIPTION:The Evening Will Consist Of\nThe evening consists of a Recap of the 2020 Annual Meeting\, the CFA Society New York Volunteer Award Ceremony\, and a 2020 Kickoff Party. \nAward History20182017201620152014
URL:https://cfany.org/event/2020-kickoff-awards-ceremony/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200116T083000
DTEND;TZID=America/New_York:20200116T173000
DTSTAMP:20260620T113902
CREATED:20191119T055146Z
LAST-MODIFIED:20200115T162652Z
UID:56105-1579163400-1579195800@cfany.org
SUMMARY:Data Science in Finance: From Theory to Practice
DESCRIPTION:OverviewHear 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. \nAgenda8:30 AM | REGISTRATION & CHECK-IN \n\n9:00 AM | MACHINE LEARNING FOR STOCK SELECTION \n\nKeywan Rasekhschaffe\, Gresham Investment Management \n\n\n10:00 AM | MACHINE LEARNING FOR RISK FORECASTING \n\nYuriy Bodjov\, CFA\, TD Asset Management \n\n\n11:00 AM | BREAK \n\n11:15 AM | THE INTUITIVE APPEAL OF EXPLAINABLE MACHINES \n\nSolon Barocas\, Cornell University\, Microsoft Research \n\n\n12:15 PM | LUNCH \n\n1:15 PM |  WHEN WORDS SWEAT: IDENTIFYING SIGNALS FOR LOAN DEFAULT IN THE TEXT OF LOAN APPLICATIONS \n\nOded Netzer\, Columbia Business School \n\n\n2:15 PM | BREAK \n\n2:30 PM | PREDICTING RETURNS WITH TEXT DATA \n\nZheng (Tracey) Ke\, Harvard University \n\n\n3:30 PM | THE STRUCTURE OF ECONOMIC NEWS \n\nBryan Kelly\, Ph.D.\, Yale School of Management\, AQR \n\n\n4:30 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/data-science-in-finance-from-theory-to-practice/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200122T173000
DTEND;TZID=America/New_York:20200122T200000
DTSTAMP:20260620T113902
CREATED:20191218T163056Z
LAST-MODIFIED:20200122T232937Z
UID:57538-1579714200-1579723200@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:OverviewThis 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. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFA New York member to evaluate. This event is a chance to hear buy-side strategists\, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should consider in forming their views about where to place capital and how to put it to work. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nVincent Simmons\, CFA\, Senior Credit Trader\, Commerzbank AG \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\, CFA\, Institutional Director – Schroders \n\nPanel \nLauren Goodwin\, CFA\, Economist and Director of Portfolio Strategy – New York Life Investments \nShamaila Khan\, Director\, Emerging Markets – AllianceBernstein \nCameron Crise\, Macro Strategist – Bloomberg \nKewjin Yuoh\, Portfolio Manager – Lord Abbett \nJudah Gross\, Director\, Leveraged Finance – Fitch Ratings \n\n\n7:20 PM | Q & A \n\n7:30 PM |  CLOSING REMARKS \n\nBrandon Neal\, NY Manager of the US Treasury Auction\, Markets Group – Federal Reserve Bank of New York \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nMarket Valuations relative and absolute\nStrategies for negotiating market volatility\nEconomic forecast and posture\nBlack Swans
URL:https://cfany.org/event/new-year-market-outlook-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200123T173000
DTEND;TZID=America/New_York:20200123T200000
DTSTAMP:20260620T113902
CREATED:20191022T222103Z
LAST-MODIFIED:20200123T230237Z
UID:55068-1579800600-1579809600@cfany.org
SUMMARY:5th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewEven 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. Add to the mix\, negative to low interest rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. At CFA Society New York’s 5th Annual Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2020 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \nAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\nRobert Rowan\, Director of Asset Owner Series™\, CFA Society New York \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nJoseph Zidle\, Chief Investment Strategist\, Blackstone \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nLeena Punjabi\, CFA\, Vice President of Asset Management\, Fidelity and Guaranty Life \nPanelists \nLisa Longino\, CFA\, Managing Director\, Head of Portfolio Strategy\, Prudential s  \nMichael Meng\, CFA\, VP\, Head of Investments\, Legal & General America \nFederico Rodriguez\, CFA\,  Global Head of Fixed Income\, QBE Insurance \nTimothy “Chip” Stevens\, Senior Managing Director and Global Head of Macro Investment Strategy\, Quantitative Research and Trading\, Aflac’s Global Investments Division \n\n\n8:00 PM |  CLOSING REMARKS \n\nJoel S. Salomon\, CFA\, FSA\, Principal Content Manager\, FactSet Research Systems\, Inc. \n\n\n8:05 PM | NETWORKING & CATERED RECEPTION \n\nSponsored By:
URL:https://cfany.org/event/5th-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200130T183000
DTEND;TZID=America/New_York:20200130T203000
DTSTAMP:20260620T113902
CREATED:20191120T044208Z
LAST-MODIFIED:20200123T232426Z
UID:56364-1580409000-1580416200@cfany.org
SUMMARY:Wealth Management for Millennials
DESCRIPTION:OverviewOver the coming years\, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. \nContinuing with our series focused on millennials\, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”. \nThis event will help educate millennials on wealth management concepts to grow their nest egg and strategies available that will set them up for financial success. \nAttendees will learn strategies to lower their tax bill\, increase their wealth and protect their assets. \nAgenda6:00 PM | REGISTRATION & CHECK-IN \n\n6:30 PM | OPENING REMARKS \n\nMichael Sicari\, CFA\, Associate – Houlihan Lokey’s Financial Advisory Services \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nBrenna McLoughlin\, CFP\, Financial Advisor – Wealthstream Advisors \n\nPanelists \nElizabeth A. Sullivan\, CFP\, CPWA\, Wealth Management Advisor\, Partner\, The Mann Sullivan Group – Merrill Lynch \nMorgen Rochard\, CFA\, CFP\, Owner – Origin Wealth Advisers LLC \nBrent Weiss\, Chief Evangelist – Facet Wealth \n\n\n7:10 PM |  Q & A \n\n7:30 PM | CLOSING REMARKS \n\nBrant Cavagnaro\, CFA\, CFP\, Financial Advisor – Wealthstream Advisors \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat should you consider prior to investing?\nWhat tax advantages are available to Millennials?\nWhat other planning opportunities should you consider?
URL:https://cfany.org/event/ho-wmillennials-should-choose-a-financial-advisor/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Private Wealth Management,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200206T173000
DTEND;TZID=America/New_York:20200206T200000
DTSTAMP:20260620T113902
CREATED:20190816T165539Z
LAST-MODIFIED:20200206T164412Z
UID:52292-1581010200-1581019200@cfany.org
SUMMARY:4th Annual Endowment & Foundation CIO Roundtable
DESCRIPTION:4th Annual Endowment and Foundation Chief Investment Officer Roundtable\n  \n  \n    Thursday\, February 6\n  \nSOLD OUT\nRegistration Closed | No Walk-Ins \n4th Annual Endowment and Foundation CIO Roundtable has reached capacity\, and registration is now closed. No walk-ins will be admitted. \nOverviewThe 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. As Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors. \nAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | INTRODUCTION \n\nRobert Discolo\, CFA\, CAIA\, Chief Executive Officer and Chief Investment Officer – River Partners Family Office \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nMark Anson\, Chief Executive Officer and Chief Investment Officer – Commonfund \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nDaniel Fridson\, Family Member\, Fridson Family Foundation \n\nPanelists \nDennis Chu\, IC Member – Ford Family Foundation \nEllen Ellison\, Chief Investment Officer – University of Illinois Foundation \nTexas Hemmaplardh\, CFA\, Partner – Pavilion \nMeena Lakshman\, CFA\, Director Investments\, Helmsley Charitable Trust \n\n\n7:30 PM | CLOSING REMARKS \n\nThomas Brigandi\, CFA\, Chairman Emeritus\, CFA Society New York Asset Owner Series; Treasurer\, Macaulay Honors College Foundation \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/4th-annual-endowment-foundation-cio-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200213T143000
DTEND;TZID=America/New_York:20200213T190000
DTSTAMP:20260620T113902
CREATED:20191120T050451Z
LAST-MODIFIED:20200212T231040Z
UID:56371-1581604200-1581620400@cfany.org
SUMMARY:Distressed Credit 2020 - Finding Gain in Turmoil and Pain
DESCRIPTION:OverviewInvestors 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. \nAs the economic cycle progresses\, the next recession draws inevitably closer.  The next downturn in the credit cycle will open the door for distressed investors to do what they do best\, find opportunity in that trouble. \nThe fortunes for distressed credit and restructuring funds are generally counter-cyclical to the broader economy.  Onset of economic weakness or some other igniter creates increased investment opportunities. \nAdverse conditions can create a favorable set of opportunities for distressed investors\, with bargain prices for attractive assets after a market dislocation. \nAgenda2:30 PM | REGISTRATION & CHECK IN \n\n3:00 PM | INTRODUCTION & WELCOME \n\nJonathan Prin\, CFA\, Chair of the Board of Directors\, CFA Society New York \n\n\n3:05 PM | KEYNOTE SPEAKER \nIntroduced by Kris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society New York \n\nSteve Tesoriere\, Managing Director and Co-Portfolio Manager\, Oaktree Capital \n\n\n3:35 PM | Q & A \n\n3:40 PM | FUNDAMENTALS OF DISTRESSED DEBT AS AN ASSET CLASS \nIntroduced by Jonathan Dong\, Vice Chair\, Alternative Investments Group \n\nModerator \nAndrew M. Thau\, Legal Analyst\, Whitebox Advisors LLC \n\nPanelists \nSteven Karpel\, CFA\, Managing Director\, BlackRock   \nChristopher Lahoud\, Partner\, Apollo \nMayur Lakhani\, Portfolio Manager\, Lord Abbett   \nKyle Owusu\, Senior Distressed Debt Analyst\, Reorg Americas \nJohn Slater\, Former Lead Partner\, Credit\, Paulson & Co. Inc. \n\n\n4:30 PM | KEYNOTE FIRESIDE CHAT \nIntroduced by Kris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society New York \n\nInterviewer \nMarcelo Delmar\, Founder and Managing Partner\, Mens Sana Adisors \nHans Humes\, Chairman\, Chief Executive Office & Chief Investment Officer\, Greylock Capital Management\, LLC  \n\n5:05 PM | Q & A \n\n5:15 PM | BREAK \n\n5:30 PM | KEYNOTE SPEAKER II \nIntroduced by Anna Sembos\, CFA\, Ph.D.\, Co-Chair\, Alternative Investments Group \n\nMarti Murray\, CVA\, Principal\, The Brattle Group \n\n\n6:05 PM | Q & A \n\n6:10 PM | BANKRUPTCY\, WORKOUTS\, & RESTRUCTURING DYNAMICS \nIntroduced by David Motsonelidze\, CFA\, Vice Chair\, Alternative Investments Group \n\nModerator \nJohn Bringardner\, Global Legal Editor\, Debtwire \n\nPanelists \nJosh Abramson\, Managing Director\, PJT Partners LP \nMichael Addeo\, CFA\, Principal\, Head of Restructuring\, GSO Capital Partners / Blackstone \nJesse DelConte\, Director\, AlixPartners \nSurbhi Gupta\, Managing Director\, Financial Restructuring Group\, Houlihan Lokey  \nNatasha Labovitz\, Partner & Co-Chair\, Debevoise’s Restructuring Group \n\n\n7:00 PM | CLOSING REMARKS & NETWORKING CATERED RECEPTION \n\n Anna Sembos\, CFA\, Ph.D.\, Co-Chair\, Alternative Investments Group \n\nAdditional DetailsLearning Outcomes \n\nUnderstand how investors extract rewarding opportunities from circumstances of turmoil\, distress\, or turnaround situations.\nLearn the fundamental methods that underpin distressed debt. Discover common characteristics and approaches of some of the most successful investors in the distressed debt arena.\nAppreciate bankruptcy and restructuring dynamics used by distressed investors to turn troubled companies into attractive assets
URL:https://cfany.org/event/distressed-credit-2020-finding-gain-in-turmoil-and-pain/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200227T130000
DTEND;TZID=America/New_York:20200227T150000
DTSTAMP:20260620T113902
CREATED:20200130T201616Z
LAST-MODIFIED:20200224T192721Z
UID:58297-1582808400-1582815600@cfany.org
SUMMARY:What's New in Accounting
DESCRIPTION:OverviewLivestream Only Event \nThe 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. Afterwards\, we will have investment professionals on the impacts of the new accounting standards and audit standards on company’s financial statements and what investors should pay attention to as well as SEC specialist on New SEC compliance guidance and developments: company-focused. \nAgenda1:00 PM | OPENING REMARKS \n\n1:05 PM | KEYNOTE SPEAKER \n\nGary R. Buesser\, CFA\, Board Member – Financial Accounting Standards Board (FASB) \n\n\n1:30 PM | Q&A \n\n1:40 PM | PANEL DISCUSSION \n\nModerator \nPJ Patel\, CFA\, ASA\, Co-CEO\, Senior Managing Director\, Valuation Research Corporation \nPanelists \nGary R. Buesser\, CFA\, Board Member\, Financial Accounting Standards Board (FASB) \nPranav Ghai\, Co-founder & CEO\, Calcbench Inc. \nDan Harper\, CPA\, Senior Manager\, Deloitte & Touche LLP \nJeeho M. Lee\, JD\, Partner\, O’Melveny \nKaushal Majmudar\, CFA\, CEO\,Ridgewood Investments \nMichael Scheper\, CPA\, Managing\, Accounting & Reporting Services\, Deloitte & Touche LLP \n\n\n2:30 PM | Q&A \n\n2:45 PM |  CLOSING REMARKS \n\n2:50 PM | ADJOURN \nAdditional DetailsLearning Outcomes \n\nOverview of new accounting standards effective in 2019 and 2020 financial reporting periods\nNewly announced . effective SEC reporting issues or PCAOB requirements\nProxy season and other regulatory developments\nTax and other new developments
URL:https://cfany.org/event/whats-new-in-accounting/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200326T180000
DTEND;TZID=America/New_York:20200326T200000
DTSTAMP:20260620T113902
CREATED:20191120T053407Z
LAST-MODIFIED:20200320T155514Z
UID:56378-1585245600-1585252800@cfany.org
SUMMARY:[POSTPONED] Young Leaders Group Career Fair
DESCRIPTION:POSTPONEDThis event has been postponed.\n A new date will be determined and announced as soon as possible. \nSOLD OUT\nRegistration Closed | No Walk-Ins \nYoung Leaders Group Career Fair has reached capacity\, and registration is now closed. No walk-ins will be admitted. We apologize for any inconvenience. \nOverviewJoin us for an evening of learning\, networking\, and meeting currently hiring employers across financial services! \nCFA Society New York\, in partnership with the Young Leaders Group\, is pleased to present the inaugural 2020 Career Development Expo and Job Fair. Currently hiring employers will be in attendance to meet with members and share their current opportunities! Get a chance to grow your network by speaking directly with a range of firms looking to onboard CFA level talent. Attendance will be limited to the first [200] members\, so sign up now to save your spot. \nThe 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. The event will primarily cater to members with 5-15 years of experience who are seeking entry- and mid-level roles. Companies in attendance will represent a cross-section of the financial services industry; including sell-side\, buy-side\, fintechs\, service providers\, and more. This should be a great opportunity for attendees to network and gather information on potential career paths in a semi-formal setting. \nDon’t wait to register only 200 spots available. \nAgenda6:00 PM | REGISTRATION & CHECK-IN \n\n6:30 PM | OPENING REMARKS \n\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n\n6:35 PM | JOB FAIR & NETWORKING \nAdditional DetailsLearning Outcomes \n\nGain access to a diverse pool of millennial aged (21 – 35 years of age) CFA charterholder talent\nParticipate in a forum designed to advance a company’s brand and value proposition\nNetwork with young professionals interested in building careers in financial services\n\nParticipating Companies
URL:https://cfany.org/event/young-leaders-group-career-fair/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Young Leaders
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201118T170000
DTEND;TZID=America/New_York:20201118T183000
DTSTAMP:20260620T113902
CREATED:20191217T201101Z
LAST-MODIFIED:20201118T231223Z
UID:57515-1605718800-1605724200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’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! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-47/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Committee Meeting,Free for Members,Interest Group Meetings,Investment Professional Employment Outlook Series,Toastmasters
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211208T180000
DTEND;TZID=America/New_York:20211208T204500
DTSTAMP:20260620T113902
CREATED:20210908T183255Z
LAST-MODIFIED:20221102T204130Z
UID:69815-1638986400-1638996300@cfany.org
SUMMARY:6th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewSee Conference GalleryAn Asset Owner Series™ Event \nThis 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. \nTopics covered in presentations will include manager search and selection\, the increased impact of changing public policy in emerging markets\, and investment officers’ broader outlook in the face of these global investment pressures. \n×Registration\, Fees\, PricingAttend / Livestream \nMembers: $75 ($10 for Livestream)\nNonmembers: $150 ($40 for Livestream) \nRegister »\n\nAsset Owners \nAttend FREE — just verify your status as an Asset Owner by filling out our brief request form and\, once verified\, receive your complimentary admission.CloseAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | KEYNOTE \n\nAshish Dafria\, CFA\, CIO\, Aviva \n\n\n6:30 PM |  PANEL DISCUSSION \n\nModerator \nStewart Foley\, CFA\, Managing Partner and Editor-In-Chief\, Insurance AUM Journal \n\nPanelists \nBill Poutsiaka\, Founder\, Enterprise Driven Investing\, LLC; Former Chief Investment Officer & SVP\, AIG Property Casualty \nSusan Chung\, Senior Vice President and Chief Investment Officer\, Amica Mutual Insurance Company \nGeoffrey Cornell\, CFA\, Senior Vice President & Chief Investment Officer\, AIG Life & Retirement\, American International Group\, Inc. \nAshish Dafria\, CFA\, CIO\, Aviva \nMing Zhang\, Chief Investment Officer\, SiriusPoint \n\n\n7:55 PM | CLOSING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder and Chair Emeritus\, CFA Society New York Asset Owner Series \n\n\n8:00 PM | NETWORKING RECEPTION (In-Person Only; Concluding at 8:45 PM) \n\nFor our in-person attendees\, a networking reception will be held\, following the event’s closing remarks\, and conclude at 8:45 PM. \n\nAdditional DetailsAreas of Focus \n\nUnderstand strategic global asset allocation decisions\nExplore the manager search and selection process\nDiscuss public policy impact on investments in emerging market\n\nConference Sponsors
URL:https://cfany.org/event/6th-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220331T173000
DTEND;TZID=America/New_York:20220331T200000
DTSTAMP:20260620T113903
CREATED:20220215T193757Z
LAST-MODIFIED:20230907T184441Z
UID:72141-1648747800-1648756800@cfany.org
SUMMARY:Women in Alternatives
DESCRIPTION:OverviewJoin CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing. \nThe 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. As the industry continues to evolve and the COVID-19 pandemic winds down\, new opportunities have emerged to support the advancement and development of female leaders. This conversation will centre on the importance of gender diversity in the alternatives industry and explore new ways to tackle gender equality challenges. \nRaise the profiles of women in alternative investments today and help drive the conversation on how to boost representation in this part of the financial industry when you attend this event. \n×Registration\, Fees\, PricingAttend / Livestream \nMembers: $40 ($10 for Livestream)\nNonmembers: $95 ($40 for Livestream) \nRegister »CloseAgenda5:00 PM | REGISTRATION CHECK-IN \n(Walk-Ins will not be accepted.) \n\n5:30 PM | OPENING REMARKS \n\nAnne Anquillare\, Head of US Fund Services\, PEF Services\, a CSC company \n\n\n5:35 PM | KEYNOTE SPEAKER \nIntroduced by Maggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank\, Co-Chair of Diversity and Inclusion Forum\, CFA Society of New York \n\nRobyn Hatcher\, Founder and Owner\, SpeakETC.\, Managing Partner\, Practice Management Consultants\, LLC \n\n\n6:05 PM | BREAK \n\n6:10 PM | PANEL DISCUSSION \nIntroduced by Maggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank\, Co-Chair of Diversity and Inclusion Forum\, CFA Society of New York \n\nModerator \nPetya Nikolova\, Head of Infrastructure Investments\, NYCRS \nPanelists \nMariah Gratz\, CEO\, Weyland Ventures \nSheryl Mejia\, CFA\, CPA CA\, Managing Director\, Steward Asset Management \nJustin Pollack\, Managing Director\, PineBridge Investments \nNadya Prashad\, Director\, Investor Relations\, Capital Fund Management \n\n\n6:55 PM | CLOSING REMARKS \n\nMaggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank\, Co-Chair of Diversity and Inclusion Forum\, CFA Society of New York \n\n\n7:00 PM | NETWORKING & CATERED RECEPTION \nFor our in-person attendees\, a networking reception will be held\, following the event’s closing remarks\, and conclude at 8:00 PM.  \nAdditional DetailsLearning Outcomes \n\nUnderstand the importance of gender diversity in the alternatives industry\nDiscuss how asset owners/managers can support the advancement and development of female leaders\nLearn from speakers’ experiences and perspectives on future opportunities and challenges within the industry\nIdentify new ways to address gender equality challenges within a variety of profession(s)
URL:https://cfany.org/event/women-in-alternatives/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,Diversity & Inclusion Forum,Virtual Events & Programming,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T180000
DTEND;TZID=America/New_York:20220414T190000
DTSTAMP:20260620T113903
CREATED:20220110T214403Z
LAST-MODIFIED:20220321T182241Z
UID:71588-1649959200-1649962800@cfany.org
SUMMARY:CFA Society New York Book Club Billion Dollar Loser: The Epic Rise and Fall of Adam Neumann and WeWork
DESCRIPTION:OverviewHYBRID EVENT \nAttend In-Person or Virtually \nThe 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. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Billion Dollar Loser: The Epic Rise and Fall of Adam Neumann and WeWork\nAuthor: Reeves Wiedeman
URL:https://cfany.org/event/cfa-society-new-york-book-club-billion-dollar-loser-the-epic-rise-and-fall-of-adam-neumann-and-wework/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Conference / Seminar,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220523T143000
DTEND;TZID=America/New_York:20220523T160000
DTSTAMP:20260620T113903
CREATED:20220318T112033Z
LAST-MODIFIED:20220318T112033Z
UID:72725-1653316200-1653321600@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe 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. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\n\n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-12/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220613T080000
DTEND;TZID=America/New_York:20220617T170000
DTSTAMP:20260620T113903
CREATED:20220408T172828Z
LAST-MODIFIED:20230907T171756Z
UID:72989-1655107200-1655485200@cfany.org
SUMMARY:Ben Graham IX Annual Conference
DESCRIPTION:OverviewA 5-Day Virtual Conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nOptional in-person “Networking Reception”—occurring Thursday\, June 16—available with virtual conference ticket purchase. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe 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! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational events. \n×Registration\, Fees\, Pricing\n\nVirtual Conference Bundle**\nMembers: $40 | Nonmembers: $160\n\n\nSingle-Day Ticket**\nMembers: $10 | Nonmembers: $50\n\n\nNetworking Reception Add-On*\nMembers: $30 | Nonmembers: $100\n\n\n\n\nRegister Now \n\n\n*Registration for at least one virtual conference day required.\n**Networking Reception ticket purchased separately\n\nCloseAgendaDay 1Day 2Day 3Day 4Day 5Day 1\nMONDAY\, JUNE 13 – U.S. VALUE INVESTING\n\n11:00 AM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Board of Directors\, CFA Society New York \n\n11:03 AM | FORDHAM OPENING REMARKS \nJames Russell Kelly\, Director\, The Gabelli Center for Global Security Analysis \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction: Joseph Cordi\, CFA\, Senior Research Analyst\, Impax Asset Management \nDavid Einhorn\, President\, Greenlight Capital\, Inc. \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — U.S. VALUE MANAGER \nModerator \nJeremy C. Miller\, Executive Director\, J.P. Morgan Asset Management \nPanelists \nJohn Buckingham\, Principal\, Portfolio Manager\, Kovitz\, Editor\, The Prudent Speculator \nBen Silver\, Principal and Portfolio Manager\, Pzena Investment Management\, LLC \nMiles Lewis\, CFA\, Portfolio Manager\, Principal\, Royce Investment Partners \nHimayani Puri\, Senior Managing Director\, Director of Research\, Portfolio Manager\, First Manhattan Co. \nMacrae (Mac) Sykes\, Portfolio Manager\, Gabelli Equity Trust \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nPaul Cprek\, CFA\, Director of Account Management\, Earnest Research \nDay 2\ntuesday\, JUNE 14 – international VALUE INVESTING\n\n11:00 AM | OPENING REMARKS \nMichael Chang\, CFA\, Senior Analyst\, Sycale Advisors \n\n11:05 AM | KEYNOTE PRESENTATION \nAlessandro Valentini\, Director and Fundamental Portfolio Manager\, Causeway Capital Management LLC \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER \nModerator \nPeter Nichols\, CEO\, Berenberg Capital Markets \nPanelists \nGrady Burkett\, CFA\, Portfolio Manager\, Diamond Hill \nAndrew Ewert\, Analyst\, Tweedy Browne \nDan Geary\, CFA\, Partner\, Public Equities\, Samson Investment Partners \nDavid E. Marcus\, Co-founder\, Chief Executive Officer and Chief Investment Officer\, Evermore Global Advisors\, LLC \nBrad Radin\, CFA\, Head of International Equities & Portfolio Manager\, Nicola Wealth \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nAnita Hlibczuk\, CFA \nDay 3\nWEDNESDAY\, JUNE 15 – LONG/SHORT\n\n11:00 AM | OPENING REMARKS \nWilliam Lin\, CFA\, Investment Banking Associate\, Wells Fargo Securities \n\n11:05 AM | KEYNOTE PRESENTATION \nBarbara Ann Bernard\, Founder\, CEO/CIO\, Wincrest Capital \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — LONG/SHORT \nModerator \nFrank Burke\, CFA\, CAIA\, Chief Investment Officer\, PPB Capital Partners \nPanelists \nDavid Atterbury\, Portfolio Manager\, Whetstone Capital Advisors\, LLC \nBen Axler\, CIO and Founder\, Spruce Point Capital Management \nCharles Lemonides\, CFA\, Chief Investment Officer\, ValueWorks LLC \nNate Palmer\, CFA\, CPA\, Portfolio Manager\, Diamond Hill \nMark B. Spiegel\, Managing Member & Portfolio Manager\, Stanphyl Capital Partners \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nWilliam Lin\, CFA\, Investment Banking Associate\, Wells Fargo Securities \nDay 4\nTHURSDAY\, JUNE 16 – CHINA\n\n11:00 AM | OPENING REMARKS \nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Volunteer\, Value Investing Group\, CFA Society New York \n\n11:05 AM | KEYNOTE PRESENTATION \nRuchir Sharma\, Chairman\, Rockefeller International\, Chief Investment Officer\, Breakout Capital \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — CHINA \nModerator \nTucker Scott\, CFA\, Founder & Portfolio Manager\, Bergen Park Capital \nPanelists \nLouis Lau\, CFA\, Director\, Investments\, Brandes Investment Partners \nGene Ma\, Head of China Research\, Institute for International Research \nWinston Ma\, CFA\, Adjunct Professor\, New York University\, School of Law \nAndy Rothman\, Investment Strategist\, Matthews Asia \nAdam Schwartz\, Portfolio Manager\, First Manhattan Co. \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Volunteer\, Value Investing Group\, CFA Society New York \nDay 5\nFRIDAY\, JUNE 17 – ESG\n\n11:00 AM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Board of Directors\, CFA Society New York \n\n11:05 AM | KEYNOTE PRESENTATION \nVirginie Maisonneuve\, CFA\, Global CIO\, Equity\, Allianz Global Investors \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — ESG \nModerator \nWalter Prahl\, Adjunct Professor\, Gabelli School of Business\, Fordham University \nPanelists \nGayle Baldwin\, Senior Research Analyst\, US Small/Mid Cap Value Equities\, AllianceBernstein \nBarbara Browning\, CFA\, Portfolio Manager\, Impax Asset Mgmt \nDaniel Hanson\, CFA\, Managing Director\, Head of the U.S. Sustainable Equity team\, Neuberger Berman \nLeslie Samuelrich\, President\, Green Century Capital Management \nRachel Segal\, ESG Team Lead\, Pzena Investment Management \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nMathias Strohfeldt\, CFA\, Chair\, Value Investing\, CFA Society New York \nAdditional DetailsAreas of Focus \n\nInsights from some of the leading value investors of today\nLearn about value investment strategies for long only\, long/short and international as well as China \nLearn about how ESG impacts value investing \n\nPresenting PartnerPlatinum Sponsor
URL:https://cfany.org/event/ben-graham-ix-annual-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Sponsored,Value Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220906T180000
DTEND;TZID=America/New_York:20220906T193000
DTSTAMP:20260620T113903
CREATED:20220824T141058Z
LAST-MODIFIED:20220824T141551Z
UID:74218-1662487200-1662492600@cfany.org
SUMMARY:Young Leaders Group L2 Networking Session
DESCRIPTION:OverviewPlease join the Young Leaders Group to help all New York area candidates who took the Level II exam celebrate! Pizza\, sodas and networking will all be available. \nLearning Outcomes\nProfessional Networking\nAppreciation for Level 2 Candidates \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nProfessional Networking\nAppreciation for Level 2 Candidates
URL:https://cfany.org/event/young-leaders-group-l2-networking-session/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Networking Event,Virtual Events & Programming,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220907T120000
DTEND;TZID=America/New_York:20220907T130000
DTSTAMP:20260620T113903
CREATED:20220824T195224Z
LAST-MODIFIED:20220829T132926Z
UID:74260-1662552000-1662555600@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-17/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220907T180000
DTEND;TZID=America/New_York:20220907T193000
DTSTAMP:20260620T113903
CREATED:20220824T180526Z
LAST-MODIFIED:20220824T180526Z
UID:74248-1662573600-1662579000@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-19/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220908T173000
DTEND;TZID=America/New_York:20220908T183000
DTSTAMP:20260620T113903
CREATED:20220824T163832Z
LAST-MODIFIED:20220824T163832Z
UID:74235-1662658200-1662661800@cfany.org
SUMMARY:Career Development Group Meeting
DESCRIPTION:Group DescriptionThe Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Through events such as investment professional employment outlook conferences\, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry. \nJOIN THIS GROUP
URL:https://cfany.org/event/career-development-group-meeting-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220919T180000
DTEND;TZID=America/New_York:20220919T193000
DTSTAMP:20260620T113903
CREATED:20220824T163138Z
LAST-MODIFIED:20220915T210457Z
UID:74233-1663610400-1663615800@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, please join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-20/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Group Meeting,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220920T120000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20260620T113903
CREATED:20220901T132443Z
LAST-MODIFIED:20230907T171203Z
UID:74496-1663675200-1663684200@cfany.org
SUMMARY:African Heads of State and Asset Owners Forum
DESCRIPTION:Event GalleryOverviewThe African continent is undergoing a massive change. ESG projects are growing. The continental trade agreement is fostering cooperation and market formalization. However\, for foreign investors\, due diligence issues and capacity issues remain. Join us to meet with some of the continent’s heads of state to hear\, for yourself\, where investment opportunities lie. This event will be attended by asset owners\, portfolio managers and analysts with interests in the continent and those with curiosity about how the potential growth and ESG compliance directly from policymakers. \nAgenda8:25 AM | INTRODUCTION \nThomas Brigandi\, CFA\, Chair\, CFA Society New York Board; Founder\, CFA Society New York Asset Owner Series \n\n8:30 AM | OPENING KEYNOTE FIRESIDE CHAT \n\n10:00 AM |  NET ZERO-HOW ARE ASSET OWNERS RESPONDING? \nPanelists \nSofia Bartholdy\, Net Zero Lead\, Church Commissioners for England \nJake Barnett\, Director\, Sustainable Investment Stewardship\, Wespath \n\n11:00 AM | Break \n\n11:15 AM | GLOBAL INVESTORS FOR SUSTAINABLE DEVELOPMENT (GISD) ALLIANCE \nPanelists \nGavin Power\, EVP\, Chief\, Sustainable Development and International Affairs\, PIMCO \nRichard Grottheim\, CEO\, AP7 \n\n12:30 PM | LUNCH \n\n1:15 PM | LUNCHEON KEYNOTE FIRESIDE CHAT ADDRESS \nIntroduced by Henrik Jeppesen\, CFA\, Co-Chair\, Sustainable Investment Thought Leadership Group\, Head of Investor Outreach\, North America\, Carbon Tracker \nInterviewer \nBrian DeLucia\, Managing Partner\, Arrivato LLC \n\n1:45 PM | WHAT ARE THE BEST LONG TERM ENERGY TRANSITION SOLUTIONS AND INVESTMENTS? \nIntroduced by: Melvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments \nPanelists \nHerman Bril\, Managing Director & Head of Responsible Investment\, PSP Investments \n\n3:00 PM | BREAK \n\n3:15 PM | MULTILATERAL DEVELOPMENT BANKS \nIntroduced by: Daniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\n4:30 PM | CLOSING KEYNOTE \n\n5:00 PM | CLOSING REMARKS \nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock\, Vice Chair – Board of Directors\, CFA Society New York \n\n5:00 PM | COCKTAIL RECEPTION \nAdditional DetailsLearning Outcomes \n\nPolicymaker’s views of the continent’s projects\nFuture plans\n\nSpecial Thanks to Our Sponsor
URL:https://cfany.org/event/african-heads-of-state-and-asset-owners-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Passport,Global Policymakers Series,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220920T180000
DTEND;TZID=America/New_York:20220920T193000
DTSTAMP:20260620T113903
CREATED:20220824T162334Z
LAST-MODIFIED:20220824T162334Z
UID:74222-1663696800-1663702200@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe 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. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, please contact us at aig@cfany.org\, to be added to the Alternative Investments distribution list or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-19/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Interest Group Meetings,Other Industry Event,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220921T090000
DTEND;TZID=America/New_York:20220921T180000
DTSTAMP:20260620T113903
CREATED:20220831T204537Z
LAST-MODIFIED:20230907T171019Z
UID:74468-1663750800-1663783200@cfany.org
SUMMARY:Third AOS Climate and ESG Asset Owner Summit
DESCRIPTION:Event GalleryOverviewAn Asset Owner Series™ Event \nThe systematic integration of environmental\, social and governance (ESG) factors into investment strategies\, and investment decision making across asset classes\, has exploded. Asset owners around the world were early adopters of sustainable investment commitments\, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term\, sustainable\, risk-adjusted returns\, consistent with their fiduciary duty. The CFA Society New York 3rd Climate and ESG Asset Owner Summit is scheduled to take place during Climate Week and Global Goals Week in NYC. The event will focus on the status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives from around the world. These will focus on ESG trends and developments across North America\, Latin America\, Europe\, Asia\, and Africa\, and offer regional perspectives\, unique challenges and opportunities\, and their outlooks. \nAgenda8:55 AM | INTRODUCTION \nThomas Brigandi\, CFA\, Chair\, CFA Society New York Board of Directors; Founder\, CFA Society New York Asset Owner Series \n\n9:00 AM | OPENING KEYNOTE FIRESIDE CHAT \nIntroduced by Michael Clyne\, Executive Director\, Coalition for Inclusive Capitalism \nHiro Mizuno\, Special Envoy on Innovative Finance and Sustainable Investments\, United Nations \nLynn Forester de Rothschild\, Founding and Managing Partner\, inclusive Capital Partners \n\n9:45 AM |  NET ZERO-HOW ARE ASSET OWNERS RESPONDING? \nIntroduced by Amy Hepburn\, CEO\, Investor Leadership Network \nModerator: \nHubert Danso\, Chief Executive Officer and Chairman\, Africa investor (Ai) Group\, Chair\, CFA Society New York Asset Owners Council \nPanelists \nSofia Bartholdy\, Net Zero Lead\, Church Commissioners for England \nJake Barnett\, Director\, Sustainable Investment Stewardship\, Wespath \nSophia Cheng\, Chief Investment Officer\, Cathay Financial Holdings \nPedro Guazo\, CEO\, United Nations Joint Staff Pension Fund \nFrédéric Samama\, Managing Director – Head of Strategic Development\, S & P Global \n\n11:00 AM | Break \n\n11:15 AM | GLOBAL INVESTORS FOR SUSTAINABLE DEVELOPMENT (GISD) ALLIANCE \nIntroduced by Scott E. Kalb\, Director of the Responsible Asset Allocator Initiative\, New America \nModerator  \nKarin Svensson\, Senior advisor\, Sida’s project lead of Global Investors for Sustainable Development\, GISD \nPanelists \nCarin Jämtin\, Director General\, SIDA \nKrishnan Sharma\, Chief of Strategic Engagement Unit\, Financing for Sustainable Development Office-United Nations \nGavin Power\, EVP\, Chief\, Sustainable Development and International Affairs\, PIMCO \nRichard Gröttheim\, CEO\, AP7 \nMarc-André Blanchard\, EVP\, Global Head of Sustainability\, CDPQ  \nTerhi Halme\, Manager\, Responsible Investment & Governance\, APG \n\n12:30 PM | LUNCH \n\n1:15 PM | LUNCHEON KEYNOTE FIRESIDE CHAT ADDRESS \nESG perspectives from the largest Emerging & Frontier Market-dedicated Investment Consultancy by assets under advisement (AUA)  \nIntroduced by Brian DeLucia\, Managing Partner\, Arrivato LLC \nMalcolm Fair\, CEO\, RisCura \n\n1:45 PM | MULTILATERAL DEVELOPMENT BANK CFA PERSPECTIVE \nIntroduced by: Daniel Fridson\, Senior Advisor\, McCarvill Capital Partners \nModerator \nSøren Elbech\, Head of Supranationals coverage globally\, J.P. Morgan \nPanelists \nGustavo de Rosa\, VP & CFO\, Inter-American Development Bank (IDB) \nSoha El-Turky\, VP\, COO\, European Bank for Reconstruction and Development \nLeslie Maasdorp\, CFO & VP\, New Development Bank \n\n3:00 PM | BREAK \n\n3:15 PM | WHAT ARE THE BEST LONG TERM ENERGY TRANSITION SOLUTIONS AND INVESTMENTS? \nIntroduced by: Melvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments \nModerator  \nPaul Moody\, Managing Director\, CFA Institute \nPanelists \nHerman Bril\, Managing Director & Head of Responsible Investment\, PSP Investments \nLesley Bearman Lahm\, Representative\, North American Representative Office\, Asian Development Bank \nFernando Manrique\, CFA\, CAIA\, Deputy CIO – Head Bottom Up Strategy\, AFP Integra \nMax Messervy\, Head of Sustainable Investment\, Mercer \nTapiwa Sikipa\, Lead\, Strategy & Sustainability\, World Bank \n\n4:30 PM | CLOSING KEYNOTE \nIntroduced by: Henrik Jeppesen\, CFA\, Co-Chair\, Sustainable Investment Thought Leadership Group\, Head of Investor Outreach\, North America\, Carbon Tracker  \nAntonio Rodriguez\, CFA\, CIPM\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n5:00 PM | CLOSING REMARKS \nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock\, Vice Chair – Board of Directors\, CFA Society New York \n\n5:00 PM | COCKTAIL RECEPTION \nAdditional DetailsLearning Outcomes \n\nESG Due Diligence\nGlobal ESG Integration\n\nSpecial Thanks to Our Sponsors
URL:https://cfany.org/event/third-aos-climate-and-esg-asset-owner-summit/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220922T170000
DTEND;TZID=America/New_York:20220922T203000
DTSTAMP:20260620T113903
CREATED:20220901T132626Z
LAST-MODIFIED:20230907T170912Z
UID:74497-1663866000-1663878600@cfany.org
SUMMARY:Peru Outlook and Investment Opportunities
DESCRIPTION:Event GalleryOverviewLatin America’s political and social changes are ongoing. However\, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners\, portfolio managers and senior executives on what the changes mean and where value is growing. \nAgenda5:30 PM | INTRODUCTION \nRoberto Sanchez\, Minister of Foreign Trade & Tourism\, Peru \nMarita Landaveri\, Peru Ambassador\, Peruvian Consulate\, New York \n\n5:40 PM | KEYNOTE  \nIntroduced by Thomas Brigandi\, CFA\, Chair\, CFA Society New York Board; Founder\, CFA Society New York Asset Owner Series \nKurt Burneo\, Minister of Economy & Finance\, Peru \n\n6:10 PM |  PANEL: INVESTMENT OPPORTUNITIES IN PERU \nModerator  \nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments  \nPanelists \nFernando Bravo\, GS Country Head Peru & Colombia\, Goldman Sachs  \nDaniel Cordova\, Director of Business Investment Promotion\, PromPeru \nSilvia Kitchener\, Director\, Equity Indices Product Management\, S&P Dow Jones Indices \nDiego Pereira\, Chief Economist for Southern Cone & Peru\, J.P. Morgan \nJaime Reusche\,VP- Senior Credit Officer\, Moody’s Investors Service \n\n7:00 PM | CLOSING REMARKS \nManuel Rodriguez Cuadros\, Ambassador for Peru\, United Nations \nDaniel Cordova\, Director of Business Investment Promotion\, PromPeru \n\n7:10 PM | COCKTAIL RECEPTION \nFor our in-person attendees\, a networking reception will be held\, following the event’s closing remarks\, and conclude at 8:30 PM. \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nSpecial Thanks to Our Sponsor
URL:https://cfany.org/event/latin-american-asset-owners-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Manager Series,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221003T180000
DTEND;TZID=America/New_York:20221003T190000
DTSTAMP:20260620T113903
CREATED:20220824T224359Z
LAST-MODIFIED:20220824T224359Z
UID:74285-1664820000-1664823600@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:Group DescriptionThe 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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-5/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Value Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221005T120000
DTEND;TZID=America/New_York:20221005T130000
DTSTAMP:20260620T113903
CREATED:20220824T195255Z
LAST-MODIFIED:20220825T143903Z
UID:74261-1664971200-1664974800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nThis meeting will focus on topics around RISK. \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-18/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221005T180000
DTEND;TZID=America/New_York:20221005T193000
DTSTAMP:20260620T113903
CREATED:20220824T180606Z
LAST-MODIFIED:20220824T180606Z
UID:74244-1664992800-1664998200@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-20/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221011T180000
DTEND;TZID=America/New_York:20221011T193000
DTSTAMP:20260620T113903
CREATED:20220824T181651Z
LAST-MODIFIED:20220824T181744Z
UID:74255-1665511200-1665516600@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable.  \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-12/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221012T170000
DTEND;TZID=America/New_York:20221012T180000
DTSTAMP:20260620T113903
CREATED:20220824T223434Z
LAST-MODIFIED:20221011T205836Z
UID:74276-1665594000-1665597600@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionJoin us as Milind Sharma CEO of QuantZ/ QMIT will be on the call to discuss his thoughts on “’Systematizing the Buyside.” \nThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP
URL:https://cfany.org/event/quantitative-investing-group-meeting-15/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221018T180000
DTEND;TZID=America/New_York:20221018T193000
DTSTAMP:20260620T113903
CREATED:20220824T162226Z
LAST-MODIFIED:20220824T215656Z
UID:74227-1666116000-1666121400@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe 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. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, please contact us at aig@cfany.org\, to be added to the Alternative Investments distribution list or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-18/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
END:VCALENDAR