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X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
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DTSTART:20220313T070000
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DTSTART:20221106T060000
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DTSTART;TZID=America/New_York:20220906T180000
DTEND;TZID=America/New_York:20220906T193000
DTSTAMP:20260620T141812
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220907T120000
DTEND;TZID=America/New_York:20220907T130000
DTSTAMP:20260620T141812
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:20260620T141812
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220908T173000
DTEND;TZID=America/New_York:20220908T183000
DTSTAMP:20260620T141812
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220919T180000
DTEND;TZID=America/New_York:20220919T193000
DTSTAMP:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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:20260620T141812
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221021T120000
DTEND;TZID=America/New_York:20221021T133000
DTSTAMP:20260620T141812
CREATED:20220826T204557Z
LAST-MODIFIED:20220826T204557Z
UID:74346-1666353600-1666359000@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe 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.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-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,Sustainable 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:20221026T180000
DTEND;TZID=America/New_York:20221026T193000
DTSTAMP:20260620T141812
CREATED:20220824T221735Z
LAST-MODIFIED:20220824T222330Z
UID:74271-1666807200-1666812600@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting-6/
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,Private Wealth Management,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:20221102T174500
DTEND;TZID=America/New_York:20221102T201500
DTSTAMP:20260620T141812
CREATED:20221025T162228Z
LAST-MODIFIED:20230907T170448Z
UID:75286-1667411100-1667420100@cfany.org
SUMMARY:8th Annual Veterans in Transition Symposium
DESCRIPTION:Complimentary Access for Veterans & Military Personnel \nRegistration for veterans and military personnel is completely free. Click the “Complimentary Access” button below to verify your status and have your complimentary registration approved and processed. \nComplimentary Access×Request Complimentary Registration\n\nCloseOverviewJoin our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling long-term career decisions. \nAgenda5:45 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOME REMARKS | INTRODUCE KEYNOTE SPEAKER \nWon Palisoul\, Chair of Veterans Roundtable\, CFA Society New York \n\n6:10 PM | KEYNOTE SPEAKER \nColonel David A. Grant\, US Army\, Soldier for Life \n\n6:30 PM | VETERANS OWNED BUSINESS \nBen Biles\,  CEO & Co-founder\,  American Veterans Group \n\n7:00 PM | BREAK \n\n7:05 PM | INTRODUCTION OF VETERANS TRANSITION PANEL  \nLance Widner CFA\, CFP\, Head of Veteran Programs\, Training and Consulting Consortium\, LLC \n\n7:10 PM | VETERAN TRANSITION PANEL  \nModerator \nJason Loughran\, Associate Commissioner of Community Affair\, NYC Mayor’s Department of Veterans’ Services \nPanelists \nNneka Anyanwu\, Associate\, Diversity Recruiter\, Goldman\, Sachs & Co. \nRicardo Chicas\, Wealth Management Advisor\, TIAA \nJonathan Foss\, National Business Manager\, TIAA \n\n7:40 PM |  Q&A \n\n8:10 PM |  CLOSING REMARKS \nAndrew Ausländer\, CFA\,FRM\, Treasurer\, CFA Society New York  \n\n8:15 PM | NETWORKING RECEPTION \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\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations \nSponsorship
URL:https://cfany.org/event/8th-annual-veterans-in-transition-symposium/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Veterans,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:20221201T180000
DTEND;TZID=America/New_York:20221201T204500
DTSTAMP:20260620T141812
CREATED:20221031T175134Z
LAST-MODIFIED:20230907T164954Z
UID:75398-1669917600-1669927500@cfany.org
SUMMARY:7th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewThis 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 amid inflation\, rising 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. \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 \nClose×Registration\, Fees\, Pricing\nAttend / Livestream \nMembers: $75 ($40 for Livestream)\nNonmembers: $150 ($80 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. \nCloseAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \nSarah Marschok\, Insurance Women’s Investment Network\, Wellington Management Company \n\n6:05 PM | PANEL DISCUSSION  \nModerator \nStewart Foley\, CFA\, Managing Partner\, Insurance AUM Journal \nPanelists \nSara Bonesteel\, CIO\, Prudential Financial \nSusan Chung\, Senior Vice President and Chief Investment Officer\, Amica Mutual Insurance Company \nJohn Patin\, Senior Investment Officer\, Starr Insurance Companies \nJatin Salhotra\, Managing Director\, Office of CIO\, Liberty Mutual Investments \n\n7:20 PM |  CLOSING REMARKS \nThomas Brigandi\, CFA\, Chair\, CFA Society New York Board of Directors; Founder\, CFA Society New York Asset Owner Series \n\n8:00 PM | NETWORKING RECEPTION \nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\n\nConference SponsorCo-OrganizerConference SponsorCo-Organizer
URL:https://cfany.org/event/7th-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:20221207T180000
DTEND;TZID=America/New_York:20221207T190000
DTSTAMP:20260620T141812
CREATED:20220110T223320Z
LAST-MODIFIED:20220812T194458Z
UID:71609-1670436000-1670439600@cfany.org
SUMMARY:CFA Society New York Book Club Winning Now\, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term
DESCRIPTION:OverviewThe 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: Winning Now\, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term by David M. Cote\nAuthor: David M. Cote
URL:https://cfany.org/event/cfa-society-new-york-book-club-winning-now-winning-later-how-companies-can-succeed-in-the-short-term-while-investing-for-the-long-term/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,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:20230112T083000
DTEND;TZID=America/New_York:20230112T163000
DTSTAMP:20260620T141812
CREATED:20221215T195438Z
LAST-MODIFIED:20241125T144014Z
UID:75769-1673512200-1673541000@cfany.org
SUMMARY:6th Annual Data Science in Finance Conference: Theory to Application
DESCRIPTION:OverviewCo-Hosted by: CFA Society New York &  SQA\nIn Partnership with Quantitative Investing Group \nWe are thrilled to bring you the sixth installation of our popular Annual Data Science conference. The theme this year will look at applications of data science across many different asset classes and industries. Join us to hear from senior leaders from both academia and industry present the latest\, cutting-edge research and techniques within this exciting field. \nAgenda8:30 AM | REGISTRATION \n\n9:00 AM | SUMMARY\, COUNTERFACTUAL FORECASTING and M6 COMPETITION \nSlawek Smyl\, Quantitative Engineer\, Meta \n\n10:00 AM | THE VIRTUE OF COMPLEXITY IN RETURN PREDICTION \nBryan Kelly\, Ph.D.\, Professor of Finance\, Yale School of Management\, Head of Machine Learning\, AQR Capital Management \n\n11:00 AM | BREAK \n\n11:15 AM | INFLATION HEDGING: A DYNAMIC APPROACH USING ONLINE PRICES \nDavid Turkington\, CFA\, Senior Managing Director\, Head of State Street Associates\, State Street Global Markets \n\n12:15 PM | LUNCH \n\n1:00 PM | EMERGING BIOTECH: THE WILD WEST OF PUBLIC EQUITY\n \nGeorge D. Mussalli\, CFA\, Chief Investment Officer\, Equity Investments\, PanAgora \n\n2:00 PM | BREAK \n\n2:15 PM | PANEL: “DATA SCIENCE IN ASSET MANAGEMENT: BUILDING A FIRM FOR THE FUTURE” \nModerator \nDeepika Sharma\, CFA\, Global Head of Manager Selection\, BlackRock \nPanelists \nBryan Kelly\, Ph.D.\, Professor of Finance\, Yale School of Management\, Head of Machine Learning\, AQR Capital Management \nGeorge D. Mussalli\, CFA\, Chief Investment Officer\, Equity Investments\, PanAgora \nDavid Turkington\, CFA\, Senior Managing Director\, Head of State Street Associates\, State Street Global Markets \n\n3:00 PM |  (ALMOST) 200 YEARS OF NEWS-BASED ECONOMIC SENTIMENT \nJules van Binsbergen\, Ph.D.\, The Nippon Life Professor in Finance\, The Wharton School\, Professor of Finance\, University of Pennsylvania \n\n4:00 PM | NETWORKING  RECEPTION \nAdditional DetailsLearning Outcomes \n\nQuantitative Techniques\nAlternative Data\nAI\n\nAbout SQAThe Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment community. SQA has hosted educational events in NYC since 1965. The principal mission of SQA is to encourage the dissemination and discussion of leading-edge ideas and innovations\, including analytical techniques and technologies for investment research and management. There is more information about SQA and its history on our website: www.sqa-us.org
URL:https://cfany.org/event/6th-annual-data-science-in-finance-conference-theory-to-application/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Other Industry Events,Quantitative Investing
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:20230118T173000
DTEND;TZID=America/New_York:20230118T203000
DTSTAMP:20260620T141812
CREATED:20221031T224222Z
LAST-MODIFIED:20230907T164728Z
UID:75407-1674063000-1674073800@cfany.org
SUMMARY:Digital Finance: The Impact of Technology on All Aspects of Asset Management
DESCRIPTION:OverviewPlease join us for a moderated discussion about Digital Transformation\, which has the potential to impact the end-to-end functions of investment management firms. We will discuss topics including but not limited to client distribution\, investment strategy\, and infrastructure & operations. \nClients: Digital Transformation is key to strengthening investor relationships and delivering tailored experiences\, without losing the hands-on touch. According to EY\, Digital channels allow firms to connect more frequently\, flexibly\, and engage with a wider range of clients. Client-centric digital distribution can help understand investors demands through analytics\, engage investors through digital marketing\, and inform investors about strategies and performance in real time. \nInvesting: Digital leaders in the investment management space benefit by automating compliance with portfolio guidelines and improving analytics pre and post trade. According to refinitiv\, a surge in investor interest in alternative data\, particularly ESG data\, presents new opportunities leading asset managers to evolve their processes and look for new analytics solutions. \nOperations & Technology: In North America\, operations and technology costs for asset managers have grown twice as fast as total expenses in the last 10 years\, according to McKinsey. Many firms have tried to manage complexity by expanding and patching legacy platforms that are not optimized for growth in a digital era. Digital leaders think of operations and technology as a unified function\, and invest aggressively in modernizing old infrastructure\, and leveraging next-gen capabilities. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nChristopher Flens-Batina\, Vice Chair\, Business Management Thought Leadership Group \n\n6:10 PM | PANEL DISCUSSION \nModerator \nKrishna Gottipaty\, Senior Managing Partner\, Gartner Consulting \nPanelists \nMark McQueeney\, CFA\, Founder\, nDecision Technologies LLC \nSean Slotterback\, Managing Partner\, Up Research \n\n7:20 PM |  CLOSING REMARKS \nSantosh Balachandar\, CFA\, Financial Services Professional\, JP Morgan \n\n7:30 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand how LP demands are changing with the advent of more powerful technology\nUnderstand how GPs are able to drive interesting conversations with LPs\, leveraging digital tools\nDiscuss how investors are using alternative data and technology to create a competitive advantage\nExplore where Digital Transformation investments are core to investment strategies today\, or if they are strategic future investments\nInvestigate how fund managers are remaking their operating platforms using technology
URL:https://cfany.org/event/digital-finance-the-impact-of-technology-on-all-aspects-of-asset-management/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,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:20230125T123000
DTEND;TZID=America/New_York:20230125T183500
DTSTAMP:20260620T141812
CREATED:20221104T173808Z
LAST-MODIFIED:20230907T164633Z
UID:75449-1674649800-1674671700@cfany.org
SUMMARY:9th Annual Sustainable Investing Conference - "ESG Now & Beyond"
DESCRIPTION:OverviewCFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss “ESG now and beyond” … we will discuss regulatory changes\, data requirements and potential for an ESG buyside panel on their outlook \nAgenda12:30 PM | REGISTRATION \n\n1:00 PM | OPENING REMARKS \n Henrik Jeppesen\, CFA\, CIPM\, CAIA\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n1:05 PM | KEYNOTE ADDRESS \nBrad Lander\, Comptroller of New York City \n\n1:15 PM | PANEL: BRIDGING THE CURRENT ESG POLITICAL SCHISM \nModerator \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \nPanelists \nBhakti Mirchandani\, Managing Director\, Responsible Investing\, Trinity Church Wall Street \nShivaram Rajgopal\, Ph.D.\, Kester and Byrnes Professor\, Columbia Business School \nJessica Zarzycki\, CFA\, Portfolio Manager\, Nuveen\, A TIAA CREF Company \n\n1:50 PM | INTRODUCTION \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n1:55 PM | KEYNOTE ADDRESS \nAniket Shah\, Ph.D.\, Managing Director\, Global Head of ESG Sustainable Finance Strategy\, Jefferies Group LLC \n\n2:35 PM | BREAK \n\n2:50 PM | INTRODUCTION \nEmily Thomas\, CFA\, Co-Vice Chair\, Sustainable Investing Thought Leadership Group \n\n2:55 PM | PANEL: FINALIZATION OF SUSTAINABLE FINANCIAL METRICS – A REGULATORY PERSPECTIVE \nModerator \nSamantha Ross\, Founder\, AssuranceMark \nPanelists \nAndrew Brenner\, Director of Investment Management Integration\, IFRS Foundation \nKate Marshall\, Executive Director\, Calvert Research & Management (MSIM) \nAndreas Ohl\, Partner\, PwC \nKristina Wyatt\, Deputy GC\, SVP Climate Disclosure\, Persefoni AI \n\n3:40 PM | BREAK \n\n3:45 PM | INTRODUCTION \nKuni Chen\, CFA\, Vice Chair\, Sustainable Investing Thought Leadership Group \n\n3:50 PM | PANEL: THE FUTURE OF ESG DATA: AN INDUSTRY PERSPECTIVE \nModerator \nFlorian Berg\, Ph.D.\, Research Scientist\, MIT \nPanelists \nTony Campos\, Head of Sustainable Investment\, Americas\, FTSE Russell \nHernando Cortina\, CFA\, Managing Director\, Head of Index Strategy\, ISS ESG \nJames Edwards\, Ph.D.\, Executive Director\, Research and Product Development\, MSCI \nSwami Venkataraman\, CFA\, Associate Managing Director\, ESG\, Moody’s Investors Service \n\n5:35 PM | INTRODUCTION \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n5:50 PM | KEYNOTE ADDRESS \nAmy Myers Jaffe\, Director\, NYU SPS Energy\, Climate Justice\, and Sustainability Lab \n\n6:30 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\n6:35 PM |  NETWORKING RECEPTION \nConference SponsorsSponsorshipKey Alliance – Gold PartnerKey Alliance – Silver PartnerWhat is the Key Alliance Program?
URL:https://cfany.org/event/9th-annual-sustainable-investing-conference-esg-now-beyond/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable 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:20230208T180000
DTEND;TZID=America/New_York:20230208T193000
DTSTAMP:20260620T141812
CREATED:20230109T190925Z
LAST-MODIFIED:20230109T190925Z
UID:75958-1675879200-1675884600@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-53/
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,Toastmasters,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:20230209T180000
DTEND;TZID=America/New_York:20230209T190000
DTSTAMP:20260620T141812
CREATED:20221221T162418Z
LAST-MODIFIED:20230106T203244Z
UID:75811-1675965600-1675969200@cfany.org
SUMMARY:CFA Society New York Book Club: Chip War: The Fight for the World's Most Critical Technology
DESCRIPTION:OverviewThe 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: Chip War: The Fight for the World’s Most Critical Technology\nAuthor: Chris Miller
URL:https://cfany.org/event/cfa-society-new-york-book-club-chip-war-the-fight-for-the-worlds-most-critical-technology/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230222T180000
DTEND;TZID=America/New_York:20230222T193000
DTSTAMP:20260620T141812
CREATED:20230109T191108Z
LAST-MODIFIED:20230109T191108Z
UID:75959-1677088800-1677094200@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-54/
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,Toastmasters,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:20230223T173000
DTEND;TZID=America/New_York:20230223T203000
DTSTAMP:20260620T141812
CREATED:20221212T183818Z
LAST-MODIFIED:20230907T163009Z
UID:75735-1677173400-1677184200@cfany.org
SUMMARY:Honoring Black History Month: Empowering Change in Investment Management
DESCRIPTION:OverviewWelcome to the CFA Society of New York’s Inaugural Honoring Black History Month Event.  We have assembled a panel of seasoned diverse Investment Management professionals well versed in what it takes to start\, grow\, and manage a successful money management firm. \nAsset Owners are invited to learn about the benefits and opportunities of investing in new\, small\, diverse and women owned\, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | OPENING REMARKS \nAmara Raines\, Head of Broker Relations\, Schonfeld Strategic Advisors \n\n6:05 PM | FIRESIDE CHAT \nInterviewer \nAndra Ofosu\, CFA\, CAIA\, Director\, US Sales\, Aspect Capital \nInterviewee \nMichelle Gadsden-Williams\, Managing Director\, BlackRock \n\n6:35 PM | PANEL DISCUSSION \nModerator \nRev. Dr. Sidney S. Williams\, Jr.\, Chief Executive Officer\, Crossing Capital Group \nPanelists \nDiana Amoa\, CFA\, CIO of Long Biased Strategies\, Kirkoswald Asset Management LLC \nFranklin Olakunle Amoo\, Managing Partner\, BAYLIS \nJarrad Linzie\, Global Head of Fixed Income Index Research / Managing Director\, MSCI \nJuliette Menga\, CFA\, Managing Director- Investments\, Chair of ESG Committee\, Aetos Alternatives Management \n\n7:35 PM |  CLOSING REMARKS \nIntroduced by Alton Crooks\, CFA\, Chair\, Business Management Group \nLauren Holland\, Managing Partner\, Wall Street Friends\, LLC \n\n7:40 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nAddress best practices for running a money management firm\nDiscuss legal\, regulatory\, and compliance guidelines\nImportance integrating DEI and Sponsorship into firm growth\nNetwork and review allocation and seeding opportunities available\n\nEvent SponsorEvent Partners
URL:https://cfany.org/event/honoring-black-history-month-empowering-change-in-investment-management/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,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:20230228T180000
DTEND;TZID=America/New_York:20230228T193000
DTSTAMP:20260620T141812
CREATED:20230103T205807Z
LAST-MODIFIED:20230120T164820Z
UID:75860-1677607200-1677612600@cfany.org
SUMMARY:Annual Meeting and Volunteer Awards
DESCRIPTION:OverviewThe CFA Society New York  Annual Meeting  will serve to officially elect candidates to the 2023 Board of Directors and the 2023 Nominations Committee. \nAgenda6:00 PM | OVERVIEW OF CFA SOCIETY NEW YORK’S FY22 FINANCIALS & MEMBERSHIP STATUS \n\n6:15 PM | ELECTION AND APPOINTMENTS \n\n6:20 PM | Q&A \n\n6:30 PM |  ADJOURNMENT OF ANNUAL MEETING OF MEMBERS \n\n6:30 PM | VOLUNTEER AWARDS \n\n7:00 PM | RECEPTION
URL:https://cfany.org/event/cfa-society-new-york-annual-meeting/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES: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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230301T123000
DTEND;TZID=America/New_York:20230301T190000
DTSTAMP:20260620T141812
CREATED:20221220T184740Z
LAST-MODIFIED:20230907T162802Z
UID:75807-1677673800-1677697200@cfany.org
SUMMARY:Net Zero Business Models & Net Zero Global Economy: Innovation and the Real Transition
DESCRIPTION:OverviewCo-Hosted by: Sustainable Investing Group & FutureZero \nHear from asset owners\, asset managers and company heads about cutting edge techniques to approach Net Zero implementation. This event will be valuable to professionals in the sustainable roles at financial services firms. \nAgenda12:30 PM | REGISTRATION \n\n1:00 PM | WELCOME & INTRODUCTION – CAPITAL ALLOCATION AS THE ACCELERATOR TO A NET ZERO WORLD \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n1:10 PM | PANEL: INNOVATION & TRANSFORMATION OF BUSINESS MODELS & INDUSTRY ECOSYSTEMS TO NET ZERO: IDENTIFYING THE WINNERS vs GREENWASHING AND HIDDEN RISKS \nModerator \nMatt Orsagh\, CFA\, CIPM\, Director\, RISE Sustainability Investment Consulting \nPanelists \nChris Librie\, Senior Director – ESG\, Applied Materials \nNathan Niese\, Ph.D.\, Partner\, Boston Consulting Group \nDan Winters\, CRE\, Senior Director – Strategic Initiatives\, GRESB \n\n2:10 PM | PANEL: 100% CARBON FREE ENERGY AS THE FOUNDATION TO NET ZERO BUSINESS MODELS: THE MYTHS\, REALITIES (ELECTRIFICATION\, DIGITAL) – ACCELERATING THE N.A. DIGITAL POWER GRID TRANSITION \nModerator \n Kristin Barbato\, Co-Founder & President\, Dynamo Energy Hub \nPanelists \nAurora Ortega-Geis\, PCC\, National Strategic Partner and Head Coach\, New Apprenticeship \nJeffery Preece\, Director\, Research & Development\, Electric Power Research Institute (EPRI) \nJack Joyce\, Regional Executive Director\, Americas\, Reactive Technologies\n \n\n3:10 PM | COFFEE BREAK \n\n3:25 PM | PANEL: THE FOUR PATHWAYS TO NET ZERO BUSINESS MODELS: THE BOOK AND BEST PRACTICES RESEARCH INSIGHTS – CREDIBLE NET ZERO TRANSITION PLANS + ESG 2.0 (CORPORATE & INSTITUTIONAL INVESTORS) \nModerator  \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \nPanelists \nMark Van Clieaf\, Managing Director\, FutureZero \nTamara Close\, CFA\, Founder and Managing Partner\, Close Group Consulting \nSara E. Murphy\, Chief Strategy Officer\, The Shareholder Commons \n\n4:25 PM | PANEL: NET ZERO INVESTMENT PORTFOLIOS AND STRATEGIC/SECTOR ENGAGEMENT FOR THE TRANSITION \nIntroduction: Henrik Jeppesen\, CFA\, CIPM\, CAIA\, Co-Chair\, Sustainable Investing Thought Leadership Group \nModerator \nSukyong Yang\, CPA\, CA\, CFA\, Adjunct Professor at Concordia University – Montreal and Director\, Kenneth Woods Portfolio Management Program (KWPMP) \nPanelists \nMatt Christ\, Portfolio Manager\, Ninety One \nAnne Simpson\, Global Head of Sustainability\, Franklin Templeton \nSwami Venkataraman\, CFA\, Associate Managing Director\, ESG\, Moody’s Investors Service \n\n5:25 PM | PANEL: NET ZERO – STRATEGIC LEADERSHIP GLOBAL RESEARCH STUDY INITIATIVE – ENROLLMENT \nSandy J. Miles\, Ph.D.\, GPHR\, SPHR\, Strategic Partner\, FutureZero  \nJohn Swannick\, Strategic Partner\, FutureZero – UK\, EMEA\, North America \n\n5:40 PM | WRAP UP AND KEY TAKE AWAYS \n\n5:55 PM |  NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \nKey Corporates\, Strategic Advisors\, Institutional investors identify the risks and opportunities for the rapidly emerging Net Zero world and its implementation. \nincluding : \n\nIdentify the scale of risks to investment portfolios due to Net Zero\nRecognize the core sectors for transformation for Net Zero and why\nClarify what is a Bona Fide Net Zero Transition Plan ( NZTP )\nIdentify the 4 Pathways to Net Zero that companies can consider\nDiscern possible Greenwashing at investee companies\nRecognize misleading electrical power ( scope 2 ) disclosures\nDiscover how to engage strategically with investee companies for Net Zero\n\n\nRecognize misaligned metrics\, targets and incentive designs for Named Officers and required alignment to Accelerate  to Net Zero / Sustainable Business and higher returns\nRisks and opportunities for the rapidly emerging Net Zero world and its implementation identified by:\nKey Corporates\nStrategic Advisors\nInstitutional investors\n\nEvent SponsorsClick the logo below  to read about MSCI’s Net Zero initiatives
URL:https://cfany.org/event/net-zero-business-models-net-zero-global-economy-innovation-and-the-real-transition/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable 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:20230308T173000
DTEND;TZID=America/New_York:20230308T200000
DTSTAMP:20260620T141812
CREATED:20230301T153527Z
LAST-MODIFIED:20230907T162704Z
UID:76665-1678296600-1678305600@cfany.org
SUMMARY:International Women's Day Event
DESCRIPTION:OverviewCo-Hosted by Women Veterans on Wall Street™ (wVOWS™) \nIn celebration of International Women’s Day\, Women Veterans on Wall Street\, CFANY Veterans Roundtable and CFANY Young Leaders Group are joining forces to host guest speaker\, U.S. Navy Captain (Ret.) Shanti Sethi\, former Executive Secretary and Defense Advisor to the Vice President of United States and Director at National Security Council\, White House. We looking forward to a night of networking and connecting with women\, veterans and allies alike. \nThe Veterans Roundtable is dedicated to supporting prior military service members through professional networking and finance education. Their mission is to establish the foundations from which our military veteran members can achieve leading positions in the financial world. They promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs.  Part of what attracts future generations of leaders to the military service is robust support groups that empower access to the fullest range of post-military career options\, including the highest levels of finance. \nCFANY Women’s Mentorship Program is organized by Young Leaders Group (YLG) in CFANY and has been successfully run since 2019. The program intends to build a connection between female candidates/charter-holders and more experienced professionals in the industry for professional development\, women leaderships\, and expanding network. It is an important initiative for YLG and CFANY to promote diversity and inclusion within the financial community. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \nSofya Shuster\, Director\, Sustainable Finance\, ING Capital LLC \n\n6:05 PM | INTRODUCTORY REMARKS \nWon Palisoul\, Chair of Veterans Roundtable\, CFANY and Co-Lead of wVOWS \n\n6:15 PM |  FIRESIDE CHAT \nModerator \nJames Hendon\, Commissioner of the New York City Department of Veterans’ Services\, New York City Department of Veterans’ Services \nSpeaker \nCaptain (Ret.) Shanti Sethi\, U.S. Navy and former Executive Secretary and Defense Advisor to the Vice President of United States \n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer of CFA Society New York \n\n7:05 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the value of women in the military\nDiscuss national security through the lens of diversity\nUnderstand the value of hiring veterans and military spouses\nDiscuss how to leverage diverse backgrounds to increase ROI\n\nEvent Sponsor
URL:https://cfany.org/event/international-womens-day-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Veterans,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
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END:VCALENDAR