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CFA Society New York

1540 Broadway
New York City, NY 10036 United States Get Directions
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International Women’s Day Event

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

In 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.

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Conference, Conference / Seminar, Veterans, Virtual Events & Programming

Annual Meeting and Volunteer Awards

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

The CFA Society New York  Annual Meeting  will serve to officially elect candidates to the 2022 Board of Directors and the 2022 Nominations Committee.

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Honoring Black History Month: Empowering Change in Investment Management

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

Welcome 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.

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Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

CFA Society New York Book Club: Chip War: The Fight for the World’s Most Critical Technology

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

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

9th Annual Sustainable Investing Conference – “ESG Now & Beyond”

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

CFANY 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

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Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

Digital Finance: The Impact of Technology on All Aspects of Asset Management

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

Please 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.

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Business Management, Conference / Seminar, Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming

6th Annual Data Science in Finance Conference: Theory to Application

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

Explore new frontiers in investment data science at the 6th Annual Data Science in Finance conference, presented in partnership with the Society of Quantitative Analysts (SQA). The conference will include topics from extracting meaning from financial text to artificial intelligence in robo-advising.

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Fintech Thought Leadership Group, Other Industry Events, Quantitative Investing

CFA Society New York Book Club Winning Now, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term

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

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming
Featured Featured

7th Annual Insurance Company Chief Investment Officers Roundtable

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

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

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

8th Annual Veterans in Transition Symposium

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

Join 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.

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Conference / Seminar, Veterans, Virtual Events & Programming

Private Wealth Management Group Meeting

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

The 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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Sustainable Investing Group Meeting

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

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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