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DTSTART;TZID=America/New_York:20240423T180000
DTEND;TZID=America/New_York:20240423T190000
DTSTAMP:20260621T025654
CREATED:20201126T004235Z
LAST-MODIFIED:20240403T185256Z
UID:64783-1713895200-1713898800@cfany.org
SUMMARY:CFA Society New York Women’s Mentorship Program
DESCRIPTION:OverviewThe CFANY Women’s Mentorship Program\, a cornerstone initiative of the Young Leaders Group (YLG) within CFA Society New York\, has been thriving since its inception in 2019. Designed to foster meaningful connections between emerging female professionals and seasoned experts in the finance sector\, this program focuses on professional growth\, women’s leadership\, and network expansion. Embodying the commitment of YLG and CFANY to enhancing diversity and inclusivity in the financial community\, the program continues to be a vital conduit for empowerment and development. \nYoung Leaders Group×Young Leaders Group\nThe Young Leaders Group establishes an inclusive ecosystem for CFA Society New York’s Millennial and Gen Z generations including recent charterholders\, exam candidates\, and university students. The group is focused on developing members’ professional and leadership skills\, fostering of new relationships\, and cultivating an environment to learn from and work with one another. Initiatives include informal networking events\, industry panel discussions\, career development workshops\, and mentorship programs\, among others. Please email seminars@cfany.org to be added to the distribution list and to discover opportunities to get more involved. \nClose
URL:https://cfany.org/event/cfany-womens-mentorship-program/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Interest Group,Interest Group Meetings,Young Leaders
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DTSTART;TZID=America/New_York:20240507T173000
DTEND;TZID=America/New_York:20240507T183000
DTSTAMP:20260621T025654
CREATED:20240409T134927Z
LAST-MODIFIED:20240506T160856Z
UID:83971-1715103000-1715106600@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-12/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T180000
DTEND;TZID=America/New_York:20240612T190000
DTSTAMP:20260621T025654
CREATED:20231207T190156Z
LAST-MODIFIED:20231207T203529Z
UID:81978-1718215200-1718218800@cfany.org
SUMMARY:CFA Society New York Book Club:The Greatest Capitalist Who Ever Lived by Ralph Watson and Marc Wortman
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: The Greatest Capitalist Who Ever Lived\nAuthors: Ralph Watson and Marc Wortman \n\nA riveting\, first-ever\, sweeping biography of Thomas Watson\, Jr. – more important to the history and development of the modern world than Vanderbilt\, Morgan\, Rockefeller\, and Carnegie – who risked everything\, personally and professionally\, to reinvent IBM and launch the computer age that created the world we live in today. \nThomas Watson Jr. drove IBM to undertake the biggest gamble in business history with a revolution no other company of the age could dare– the creation in the 1960s of the IBM System/360\, the world’s first fully integrated and compatible mainframe computer that laid the foundation for the information technology future.  Its success made IBM the most valuable company in America. Fortune magazine touted him as “the greatest capitalist who ever lived.” Time named him one of the “One Hundred People of the Century.” \nBehind closed doors\, Watson was a multifaceted\, complicated man. As a young man\, he was a failed student and playboy\, an unlikely candidate for corporate titan. He pulled his life together as a courageous World War II pilot and took over IBM after his father’s death. He suffered from anxiety and depression so overwhelming that he spent days prostrate and locked in a bathroom at home while IBM faced crisis after crisis. And he carried out a family-shattering battle over the future of IBM with his brother Dick\, who expected to follow him as CEO. \nBut despite his many demons\, he laid the foundation for what eventually became the global information technology industry\, which dominates today’s world. His story\, and the industry he created\, is equal to\, if not more important than that of Rockefeller and Standard Oil\, Vanderbilt and the railroads\, and Morgan in finance.
URL:https://cfany.org/event/cfa-society-new-york-book-club-the-greatest-capitalist-who-ever-lived-by-ralph-watson-and-marc-wortman/
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,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T173000
DTEND;TZID=America/New_York:20240613T200000
DTSTAMP:20260621T025654
CREATED:20240411T171345Z
LAST-MODIFIED:20241010T170926Z
UID:84072-1718299800-1718308800@cfany.org
SUMMARY:Everything You Need to Know About Treasuries - Function\, Risks and Reverse Repos
DESCRIPTION:OverviewThis engaging session is designed for financial professionals who want a deeper understanding of the critical role that Treasury securities play in today’s complex financial landscape. Our expert panel will delve into the details of the treasury functions\, bring out associated risks\, and demystify the reverse repurchase agreement. Whether you are an expert or novice in the field\, you will find value insights in effective mechanisms of asset management and the strategies applied. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | OPENING REMARKS \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \n\n6:00 PM | PANEL DISCUSSION \nModerator \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York \nPanelists \nTony Crescenzi\, Executive Vice President\, Portfolio Manager\, PIMCO \nGeorge Goncalves\, Managing Director\, Head of US Macro Strategy\, MUFG Securities \nRobert Mann\, Research Economist- Office of Financial Research\, U.S. Treasury Department \nMeghan Swiber\, Director\, U.S. Rates Strategy\, Bank of America Global Research \n\n6:45 PM | Q&A \n\n6:55 PM | NETWORKING RECEPTION SPONSORED BY
URL:https://cfany.org/event/everything-you-need-to-know-about-treasuries-function-risks-and-reverse-repos/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240702T173000
DTEND;TZID=America/New_York:20240702T183000
DTSTAMP:20260621T025654
CREATED:20240411T163048Z
LAST-MODIFIED:20240611T205732Z
UID:84074-1719941400-1719945000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nThis month join us with our special guest\, Eric Leininger\, Executive Director\, Financial Research & Product Development at CME Group. \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-11/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,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:20240710T173000
DTEND;TZID=America/New_York:20240710T203000
DTSTAMP:20260621T025654
CREATED:20240530T203102Z
LAST-MODIFIED:20241010T171038Z
UID:84859-1720632600-1720643400@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:OverviewJoin the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers\, gain a comprehensive understanding of the market outlook\, and learn from panelists at leading firms and organizations\, offering their views on the forward-looking market conditions. \n      Registration will close exactly 24hrs before the start of the event.      Registration will close exactly 24hrs before the start of the event.Agenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nLeo Schmidt\, CFA\, Committee Chair\, Institutional Asset Management Group \n\n6:05 PM | INTRODUCTION \n\n6:10 PM | PANEL DISCUSSION \nModerator \nPhilip J. Taylor\, CFA\, President / Chief Analytics Officer\, FinMason\, Inc. \nPanelists \nCasey C. Clark\, CFA\, President & CIO\, Rockefeller Asset Management \nMarvin Loh\, Senior Global Macro Strategist\, State Street \nArne Noack\, Head Systematic Investment Solutions\, Americas\, DWS \nRani Piputri\, CFA\, CAIA\, Managing Director\, Goldman Sachs Asset Management \nGillian Wolff\, CFA\, Global Equity Strategist\, Bloomberg \n\n7:20 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Committee Chair\, Institutional Asset Management Group \n\n7:30 PM | NETWORKING RECEPTION \nThank You to our Sponsors:
URL:https://cfany.org/event/midyear-market-outlook-6/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240717T180000
DTEND;TZID=America/New_York:20240717T200000
DTSTAMP:20260621T025654
CREATED:20240325T175035Z
LAST-MODIFIED:20241010T170718Z
UID:83812-1721239200-1721246400@cfany.org
SUMMARY:Debating Dividends and Their Impact on Stocks
DESCRIPTION:OverviewDuring this Oxford-style event\, we will ask two preeminent thinkers to debate how dividends affect stock prices. Before and after the debate\, we will ask attendees to say which side they agree with more. If you want to hear cutting edge research on this topic and to make your voice heard\, join us! \n    In-person registration will close exactly 24hrs before the start of the event.    In-person registration will close exactly 24hrs before the start of the event.Agenda5:30 PM | Registration \n\n6:00-6:05pm | Introduction and Poll  \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n6:05 PM – 6:15 PM| Discussant One Presentation  \nDaniel Peris\, CFA\, Ph.D\, Senior Portfolio Manager\, Federated Hermes \n\n6:15 PM – 6:25 PM| Discussant Two Presentation \nDon Chew Jr.\, Founding Editor & Editor-in-Chief\, Journal of Applied Corporate Finance \n\n6:30 PM – 6:50 PM| Moderated Conversation \nChristopher M. D’Agnes\, CFA\, Partner & Portfolio Manager\, Hamlin Capital Management\, LLC \n\n6:50 PM – 7:00 PM| Audience Q&A  \n\n7:00 PM – 7:05 PM| Closing Remarks and Poll \n\n7:05 PM – 8:00 PM| Networking Reception
URL:https://cfany.org/event/debating-dividends/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Networking Event,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240911T173000
DTEND;TZID=America/New_York:20240911T200000
DTSTAMP:20260621T025654
CREATED:20240722T163329Z
LAST-MODIFIED:20241015T163500Z
UID:85333-1726075800-1726084800@cfany.org
SUMMARY:Are Reports of Private Market’s Demise Too Early or Is this the Beginning of the End?
DESCRIPTION:OverviewPrivate equity and private credit appear to be overbought. And there are risks in the current valuations and the lack of liquidity. Further\, shortcomings with due diligence may lead to a lack of sophisticated managers and some unethical behaviors. Attend this event to hear how you can benefit from a better understanding of the accounting\, due diligence and other trends \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \nLeo Schmidt\, CFA\, Committee Chair\, Institutional Asset Management Group \n\n6:00 PM | PANEL DISCUSSION \nModerator \nGirish Massand\, CFA\, Vice President\, Institutional Solutions Strategist\, BNY Advisors \nPanelists \nAkila Grewal\, CFA\, Partner\, Global Head of Credit Product\, Apollo Global Management \nJeffrey Hooke\, Retired\, Johns Hopkins University \nWill Proctor\, Head of Sponsor Coverage & Managing Director\, Neuberger Berman \nBalaj Singh\, Vice President\, Meketa Investment Group \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Committee Chair\, Institutional Asset Management Group \n\n7:00 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/are-reports-of-private-markets-demise-too-early-or-is-this-the-beginning-of-the-end/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T173000
DTEND;TZID=America/New_York:20240918T200000
DTSTAMP:20260621T025654
CREATED:20240801T192413Z
LAST-MODIFIED:20241015T161129Z
UID:85391-1726680600-1726689600@cfany.org
SUMMARY:Leadership in the New Normal
DESCRIPTION:OverviewLearn from people who have met\, researched and worked with the best leaders in the financial services sector. They will share best practices\, how to evolve your leadership skills and how to adapt those skills for the higher skills that will be required of financial services professionals in the future.  \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \nRandall Thomas\, Chair\, Career Development Group \n\n6:00 PM | PANEL DISCUSSION \nModerator \nBhrikuti Casano\, CPA\, Founder & CEO\, BC Coaching \nPanelists \nMatt Poepsel\, Vice President & Godfather of Talent Optimization\, The Predictive Index \nLevi Segal\, Partner\, Spencer Stuart \nKaren Yeyinmen\, Managing Principal\, Aquiry Partners \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nRandall Thomas\, Chair\, Career Development Group \n\n7:00 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/leadership-in-the-new-normal/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference / Seminar,Global Passport,Networking Event,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T180000
DTEND;TZID=America/New_York:20240918T190000
DTSTAMP:20260621T025654
CREATED:20231207T190436Z
LAST-MODIFIED:20231207T203309Z
UID:81981-1726682400-1726686000@cfany.org
SUMMARY:CFA Society New York Book Club:Slouching Towards Utopia: An Economic History of the Twentieth Century by J. Bradford De Long
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: Slouching Towards Utopia: An Economic History of the Twentieth Century\nAuthor: J. Bradford De Long \n\nBefore 1870\, humanity lived in dire poverty\, with a slow crawl of invention offset by a growing population. Then came a great invention sprinted forward\, doubling our technological capabilities each generation and utterly transforming the economy again and again. Our ancestors would have presumed we would have used such powers to build utopia. But it was not so. When 1870–2010 ended\, the world instead saw global warming; economic depression\, uncertainty\, and inequality; and broad rejection of the status quo.  \nEconomist Brad DeLong’s Slouching Towards Utopia  tells the story of how this unprecedented explosion of material wealth occurred\, how it transformed the globe\, and why it failed to deliver us to utopia. Of remarkable breadth and ambition\, it reveals the last century to have been less a march of progress than a slouch in the right direction.
URL:https://cfany.org/event/cfa-society-new-york-book-club-slouching-towards-utopia-an-economic-history-of-the-twentieth-century-by-j-bradford-de-long/
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,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T173000
DTEND;TZID=America/New_York:20241016T193000
DTSTAMP:20260621T025654
CREATED:20240314T174450Z
LAST-MODIFIED:20241017T184959Z
UID:83669-1729099800-1729107000@cfany.org
SUMMARY:Emerging and Frontier Markets: Managing Regulatory and Market Pressures
DESCRIPTION:OverviewEmerging and frontier markets face a raft of risks from rising interest rates\, policy changes and capital flows. Hear where value lies in these sectors from some of the best investors how they view those opportunities.  \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | OPENING REMARKS \nDavid Knutson\, CFA\, Senior Director of Strategic Outreach\, S&P Global \n\n6:00 PM | PANEL DISCUSSION \nModerator \nCharles Powell\, CFA\, Portfolio Manager\, Citi Investment Management \nPanelists \nJames Barrineau\, Portfolio Management Consultant\, Arootah \nVlad Byalik\, Portfolio Manager\, Emerging Markets Equities\, Ariel Investments \nBrian Faleiro\, CFA\, Portfolio Specialist\, Neuberger Berman \n\n6:45 PM | Q&A \n\n6:55 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/emerging-and-frontier-markets-managing-regulatory-and-market-pressures/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Investing Group,Global Passport,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T173000
DTEND;TZID=America/New_York:20241017T201500
DTSTAMP:20260621T025654
CREATED:20240809T183012Z
LAST-MODIFIED:20241021T125703Z
UID:85477-1729186200-1729196100@cfany.org
SUMMARY:Real Estate Technology Implementations and Strategies
DESCRIPTION:OverviewThe pressure on many real estate sub sectors has pushed the industry to seek efficiency in many ways. If you are looking to step up to the next level of efficiency\, come hear from the speakers at this forum who are creating and implementing technology to many parts of the real estate sector. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nPatrick Nessenthaler\, CFA\, Partner & Co-Founder\, CREnetics \n\n6:00 PM | KEYNOTE SPEAKER \nJosh Panknin\, Director of Real Estate Artificial Intelligence Research & Innovation\, School of Engineering and Applied Science\, Columbia University \n\n6:15 PM | FIRESIDE CHAT \nInterviewer: Drew Conway\, Head of Data Science\, Two Sigma Private Investments \nInterviewee: Josh Panknin\, Director of Real Estate Artificial Intelligence Research & Innovation\, School of Engineering and Applied Science\, Columbia University \n\n6:55 PM | PANEL DISCUSSION \nModerator \nTimothy Savage\, Ph.D.\, Professor\, NYU \nPanelists \nSpencer Burton\, President\, Stablewood \nAlyce Ge\, Investor\, Camber Creek \nMatias Recchia\, Co-Founder & CEO\, Keyway \n\n7:40 PM | Q&A \n\n7:50 PM | CLOSING REMARKS \nPatrick Nessenthaler\, CFA\, Partner & Co-Founder\, CREnetics \n\n7:55 PM | NETWORKING RECEPTION \nThank You to our Sponsor(s):
URL:https://cfany.org/event/real-estate-technology-implementations-and-strategies/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T173000
DTEND;TZID=America/New_York:20241029T200000
DTSTAMP:20260621T025654
CREATED:20240917T192321Z
LAST-MODIFIED:20241101T143143Z
UID:85957-1730223000-1730232000@cfany.org
SUMMARY:Python Uses in Quant Finance
DESCRIPTION:OverviewExplore the key applications of Python in quantitative finance and entrepreneurial ventures. In this session\, we will discuss the most critical aspects of Python for financial services and startup environments\, highlighting how Python can empower quant strategies and innovation. Learn how Python’s versatility can enhance your career\, help new firms thrive\, and open doors in both finance and entrepreneurship. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \n\n6:05 PM | PANEL DISCUSSION \nModerator \nTyler Wood\, CEO & Executive Director\, CMT Association \nPanelists \nJared Broad\, CEO\, QuantConnect \nDave Mabe\, Trading Coach\, davemabe.com and Former CTO\, Trade-Ideas \nJason Strimpel\, Founder\, PyQuant News \n\n7:15 PM | Q&A \n\n7:30 PM | CLOSING REMARKS \nChristos Koutsoyannis\, Ph.D.\, Chair\, Data Science & Quantitative Investing Group \n\n7:35 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/python-uses-in-quant-finance-and-entrepreneurships-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference / Seminar,Global Passport,Quantitative Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241106T180000
DTEND;TZID=America/New_York:20241106T200000
DTSTAMP:20260621T025654
CREATED:20240920T162328Z
LAST-MODIFIED:20241112T140853Z
UID:86117-1730916000-1730923200@cfany.org
SUMMARY:10th Annual Veterans in Transition Symposium
DESCRIPTION:OverviewJoin 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. \nAgenda5:30 PM | REGISTRATION  \n\n5:55 PM | WELCOME REMARKS | INTRODUCE KEYNOTE SPEAKER \nWon Palisoul\, Chair of Veterans Roundtable\, CFA Society New York \n\n6:00 PM | KEYNOTE SPEAKERS \nRick Calero\, Head of Banking and Lending\, BNY Wealth \nCOL Jarrett A. Thomas II\, Director\, U.S. Army Soldier for Life \n\n6:20 PM | VETERAN TRANSITION PANEL  \nModerator \nEbonnie Goodfield\, Founder & President\, Women Veterans of Columbia University\, 501c(3) \nPanelists \nNathan Cole\, Vice President\, Impact Investing\, Citi \nMelissa Fay\, Managing Partner\, Drexel Hamilton \nDave Forrester\, Client Strategist\, BNY Wealth \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, FRM\, Board of Directors\, CFA Society New York \n\n7:15 PM | NETWORKING RECEPTION \nCFA Society New York would like to acknowledge Lance Widner (CFA\, CFP\, and Co-Founder of CFANY Veterans Roundtable) for his continued support and generous contribution in covering registration fee for 20 attendees.
URL:https://cfany.org/event/10th-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,Global Passport,Veterans,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T180000
DTEND;TZID=America/New_York:20241107T193000
DTSTAMP:20260621T025654
CREATED:20241023T142353Z
LAST-MODIFIED:20241029T143855Z
UID:86682-1731002400-1731007800@cfany.org
SUMMARY:Student and Young Leaders Group Mixer
DESCRIPTION:OverviewJoin us for our upcoming mixer event\, a fantastic opportunity for students to learn more about CFA Society New York and connect with like-minded individuals and members of the Young Leaders Group. As part of CFA Society New York\, this dynamic member group fosters a supportive community for students and early career professionals\, including recent charterholders\, exam candidates\, and university students. By attending this mixer\, you’ll have the chance to expand your professional network\, gain valuable insights from industry leaders\, and discover how to advance in your career. Networking can also help you develop essential soft skills\, enhance your professional reputation\, and find mentors who can guide your career path. Don’t miss this exciting event to connect\, learn\, and grow!
URL:https://cfany.org/event/student-and-young-leaders-group-mixer/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student,Young Leaders
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T180000
DTEND;TZID=America/New_York:20241113T190000
DTSTAMP:20260621T025654
CREATED:20231207T190636Z
LAST-MODIFIED:20231207T203305Z
UID:81982-1731520800-1731524400@cfany.org
SUMMARY:CFA Society New York Book Club:The Man Who Broke Capitalism: How Jack Welch Gutted the Heartland and Crushed the Soul of Corporate America―and How to Undo His Legacy by David Gelles
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: The Man Who Broke Capitalism: How Jack Welch Gutted the Heartland and Crushed the Soul of Corporate America―and How to Undo His Legacy\nAuthor: David Gelles \n\nNew York Times reporter and “Corner Office” columnist David Gelles reveals legendary GE CEO Jack Welch to be the root of all that’s wrong with capitalism today and offers advice on how we might right those wrongs. \nIn 1981\, Jack Welch took over General Electric and quickly rose to fame as the first celebrity CEO. He golfed with presidents\, mingled with movie stars\, and was idolized for growing GE into the most valuable company in the world. But Welch’s achievements didn’t stem from some greater intelligence or business prowess. Rather\, they were the result of a sustained effort to push GE’s stock price ever higher\, often at the expense of workers\, consumers\, and innovation. In this captivating\, revelatory book\, David Gelles argues that Welch single-handedly ushered in a new\, cutthroat era of American capitalism that continues to this day. \nGelles chronicles Welch’s campaign to vaporize hundreds of thousands of jobs in a bid to boost profits\, eviscerating the country’s manufacturing base and destabilizing the middle class. Welch’s obsession with downsizing—he eliminated 10% of employees every year—fundamentally altered GE and inspired generations of imitators who have employed his strategies at other companies around the globe. In his day\, Welch was corporate America’s leading proponent of mergers and acquisitions\, using deals to gobble up competitors and giving rise to an economy that is more concentrated and less dynamic. And Welch pioneered the dark arts of “financialization\,” transforming GE from an admired industrial manufacturer into what was effectively an unregulated bank. The finance business was hugely profitable in the short term and helped Welch keep GE’s stock price ticking up. But ultimately\, financialization undermined GE and dozens of other Fortune 500 companies. \nGelles shows how Welch’s celebrated emphasis on increasing shareholder value by any means necessary (layoffs\, outsourcing\, offshoring\, acquisitions\, and buybacks\, to name but a few tactics) became the norm in American business generally. He demonstrates how that approach has led to the greatest socioeconomic inequality since the Great Depression and harmed many of the very companies that have embraced it. And he shows how a generation of Welch acolytes radically transformed companies like Boeing\, Home Depot\, Kraft Heinz\, and more. Finally\, Gelles chronicles the change that is now afoot in corporate America\, highlighting companies and leaders who have abandoned Welchism and are proving that it is still possible to excel in the business world without destroying livelihoods\, gutting communities\, and spurning regulation.
URL:https://cfany.org/event/cfa-society-new-york-book-clubthe-man-who-broke-capitalism-how-jack-welch-gutted-the-heartland-and-crushed-the-soul-of-corporate-america%e2%80%95and-how-to-undo-his-legacy-by-david-gelles/
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,Global Passport,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:20241119T173000
DTEND;TZID=America/New_York:20241119T200000
DTSTAMP:20260621T025654
CREATED:20240918T135935Z
LAST-MODIFIED:20241120T202136Z
UID:85977-1732037400-1732046400@cfany.org
SUMMARY:Women in Finance - Mentorship and Supporting Leadership
DESCRIPTION:Registration is now closed for this event!Registration is now closed for this event!OverviewThe Women in Finance event is a great opportunity for women in the industry to learn more about the importance of mentorship and how to build a mentor/mentee relationship to elevate you in your career. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nElizabeth Ren\, CFA\, Quantitative Finance Professional\, Bank of America \n\n6:00 PM | PANEL \nModerator \nNancy Ancowitz\, Career Strategist + Career Director + Instructor\, NYU \nPanelists \nGeetika Chawla\, Vice President\, Collections Strategy\, Octane Lending\, Inc. \nFlora Li\, CFA\, Senior Portfolio Manager\, Deutsche Bank \nShraddha Wanage\, Director & Senior Managing Consultant\, Fannie Mae \nMing Zhao\, CFA\, Presales Manager\, Murex \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nLiliana Kleyman\, CFA\, Finance Manager\, XTX Markets \n\n7:05 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/womeninfinance/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference / Seminar,Global Passport,Networking Event,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241121T173000
DTEND;TZID=America/New_York:20241121T200000
DTSTAMP:20260621T025654
CREATED:20240925T135923Z
LAST-MODIFIED:20260106T181910Z
UID:86196-1732210200-1732219200@cfany.org
SUMMARY:Buffett's Early Investments
DESCRIPTION:OverviewBuffett’s Early Investments: A new investigation into the decades when Warren Buffett earned his best returns is a book about how the world’s greatest investor made his first millions. The book covers ten case studies of investments Buffett made in the 1950s and 1960s. It is split in two parts\, pre-partnership and partnership\, to demonstrate how he grew and developed as an investor from his days as a student at Columbia. The investments covered are: Marshall-Wells\, Greif Bros.\, Cleveland Worsted Mills\, Union Street Railway\, Philadelphia and Reading\, British Columbia Power\, American Express\, Studebaker\, Hochschild Kohn\, and Disney. The book includes never before covered material\, such as Buffett’s letter to Ben Graham about Greif and Hochschild Kohn’s annual report. \nRegistration for this event has now closed!Registration for this event has now closed!Agenda5:30 PM | REGISTRATION  \n\n6:00 PM | INTRODUCTION  \nAndrew Auslander\, CFA\, Managing Principal\, Agile Financial LLC \n\n6:05 PM | HIGHLIGHTS OF BUFFETT’S EARLY INVESTMENTS  \nw/ author Brett Gardner\, CFA\, Analyst\, Discerene Group LP \n\n6:25 PM | FIRESIDE CHAT about the book \nModerated by Soo Chuen Tan\, President\, Discerene Group LP \n\n6:55 PM | Q&A from audience \n\n7:15 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, Managing Principal\, Agile Financial LLC \n\n7:20 PM | RECEPTION
URL:https://cfany.org/event/buffetts-early-investments/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Value Investing,Veterans,Virtual Events & Programming
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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:20250109T083000
DTEND;TZID=America/New_York:20250109T180000
DTSTAMP:20260621T025654
CREATED:20241126T152510Z
LAST-MODIFIED:20251202T172402Z
UID:87057-1736411400-1736445600@cfany.org
SUMMARY:8th Annual Data Science in Finance Conference
DESCRIPTION:OverviewIn recent years the topics of Data Science\, Artificial Intelligence\, Machine Learning\, and Big Data have become increasingly popular. This growth has been fueled by the collection and availability of new data; increasing processing power and storage\, and the open-source movement continue to make tools more widely available. As a result\, we have already witnessed profound changes to how we work\, rest\, and play… and this trend will only continue. How has the world of finance\, and investment managers in particular\, been impacted by this trend? Join us to explore what Data Science means for finance professionals. \nPresented in conjunction with The Society of Quantitative Analysts (SQA) and the Data Science & Quantitative Investing Group.  \nAgenda8:30 AM | REGISTRATION & LIGHT BREAKFAST  \n\n8:55 AM | WELCOME \n\n9:00 AM | OPTIMAL DYNAMIC ASSET ALLOCATION WITH TRANSACTION COSTS: THE ROLE OF HEDGING DEMANDS \nSpeaker \nKent Daniel\, Jean-Marie Eveillard/First Eagle Investment Management Professor of Business in the Finance Division at the Graduate School of Business at Columbia University \nDiscussant \nJuhani Linnainmaa\, George J. Records 1956 Professor of Investments\, Tuck School of Business\, Dartmouth \n\n10:00 AM | IDENTIFYING PATTERNS IN FINANCIAL MARKETS: EXTENDING THE STATISTICAL JUMP MODEL FOR REGIME IDENTIFICATION \nSpeaker \nPetter Kolm\, Clinical Professor of Mathematics\, Program Director MSMF\, NYU Courant \nDiscussant \nJudith Gu\, Managing Director\, Head of Equities & eFX Quant Strategist\, Bank of Nova Scotia \n\n11:00 AM | COFFEE BREAK \n\n11:15 AM | MOVING TARGETS \nSpeaker \nLauren Cohen\, L.E. Simmons Professor in the Finance & Entrepreneurial Management Units at Harvard Business School\, and a Research Associate at the National Bureau of Economic Research \nDiscussant \nSamuel Hartzmark\, Professor\, Seidner Department of Finance\, Carroll School of Management\, Boston College \n\n12:15 PM | LUNCH \n\n1:15 PM | CUT THE CHIT-CHAT: A NEW FRAMEWORK FOR THE APPLICATION OF GENERATIVE LANGUAGE MODELS FOR PORTFOLIO CONSTRUCTION \nSpeaker \nFrancesco Fabozzi\, Research Director\, Yale School of Management’s International Center for Finance \nDiscussant \nLaura Serban\, Managing Director\, AQR Capital Management \n\n2:15 PM | AN ARTIFICIAL INTELLIGENCE-BASED INDUSTRY PEER GROUPING SYSTEM \nSpeaker \nAndrew Lo\, Charles E. and Susan T. Harris Professor\, and the Director of the Laboratory for Financial Engineering at the MIT Sloan School of Management \nDiscussant \nAlex Chinco\, Assistant Professor\, Bert W. Wasserman Department of Economics and Finance\, Baruch College \n\n3:15 PM | COFFEE BREAK \n\n3:30 PM | FROM PREDICTIVE ALGORITHMS TO AUTOMATIC GENERATION OF ANOMALIES \nSpeaker \nSendhil Mullainathan\, Roman Family University Professor of Computation and Behavioral Science at Chicago Booth \nDiscussant \nRay Iwanowski\, Founding Principal\, Secor Asset Management \n\n4:30 PM | NETWORKING RECEPTION \nCo-hosted by:\nSponsors:Additional DetailsLearning Outcomes \n\nGain an understanding of various big data techniques;\nLearn new algorithms for investment analysis;\nReview how data science is applied in various industries.\n\nWho would be interested in this event: \nAnalysts\, Portfolio Managers and other practitioners interested in how machine learning\, artificial intelligence\, and other data science techniques can be used in financial and other sectors. \nThis event is not open to the Press.
URL:https://cfany.org/event/8th-annual-data-science-in-finance-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Data Science and Quantitative Investment Group,Global Passport,Quantitative Investing
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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250115T173000
DTEND;TZID=America/New_York:20250115T203000
DTSTAMP:20260621T025654
CREATED:20240918T194217Z
LAST-MODIFIED:20251124T203529Z
UID:86069-1736962200-1736973000@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:OverviewJoin the Institutional Asset Management Group for their New York Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers\, gain a comprehensive understanding of the market outlook\, and learn from panelists at leading firms and organizations\, offering their views on the forward-looking market conditions. \nIn-person registration will  close on January 14 at 12:00 PM EST.  We will not be allowing on-site registrations. The livestream option will still be available.Agenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \nMarybeth Whyte\, Co-Chair of the Institutional Asset Management Group\, CFA Society New York \n\n6:05 PM | PANEL DISCUSSION \nModerator \nLindsey Rubinstein\, Chief Marketing and IR Officer\, Managing Director\, Opus \nPanelists \nDarren Goldman\, Managing Director\, Artisan Partners  \nCasey C. Clark\, CFA\, President & Chief Investment Officer\, Rockefeller Asset Management  \nErik Knutzen\, CFA\, Co-Chief Investment Officer\, Multi Asset Strategies\, Neuberger Berman \nKatie Kolchin\, CFA\, Head of Research\, Securities Industry and Financial Markets Association (SIFMA) \n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \n\n7:30 PM | NETWORKING RECEPTION \nSilver Sponsor:
URL:https://cfany.org/event/new-year-market-outlook-7/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250123T180000
DTEND;TZID=America/New_York:20250123T200000
DTSTAMP:20260621T025654
CREATED:20241209T200117Z
LAST-MODIFIED:20250122T163019Z
UID:87152-1737655200-1737662400@cfany.org
SUMMARY:Exclusive Access: Student Speed Networking with CFA Charterholders
DESCRIPTION:This event is free to all students but student members will have priority.  A limited number of spots are available. RSVP to secure your spot.  This event is free to all students but student members will have priority.  A limited number of spots are available. RSVP to secure your spot.  OverviewGain invaluable insights from CFA Charterholders with ties to Baruch\, NYU\, Columbia\, Rutgers and other local colleges! Join our exclusive speed networking event and connect directly with CFA Charterholders and accomplished alumni. Ask questions about a variety of finance topics\, including: \n\nCorporate Finance\nESG & Climate\nInvestment Banking\nWealth Management\nPrivate Equity\nResearch\nRisk Management\nQuantitative Finance (Python/Rust/AI)\n\nRoundtable Speakers: \n\nAzar Abramov\, CFA\n\nAnalyst\, NAIC\, BBA\, Finance\, Baruch College  \n\n\nMichele Chiacchio\, CFA\n\nCFA Society New York Member\, Young Leader Group Co-Chair; Associate\, Structured Products\, Antares Capital LP; BS\, Economics and Political Science\, Florida State University; MBA from Columbia Business School \n\n\nSagar Desai\, CFA\n\nCFA Georgetown\, Asset Management/Investment Firm \n\nEva Dong\, Candidate\n\nRegistered Private Wealth Associate at Merrill Lynch; BS\, Psychology and Economics\, NYU \n\nLeo Schmidt\, CFA\n\nCFA Columbia\, NYU MBA; Chair Institution Asset Management Group \n\n\nJames Tantachuco\, CFA\n\nSenior Associate – Complex Securities Valuation Group at PKF O’ Connor Davies; BS\, Accounting and Finance\, Rutgers \n\nRaymond Updyke\, CFA\, CPA\n\nCFA Society New York Member\, Young Leader Group Co-Chair; VP\, Operations & Finance\, Alpaca VC; BS\, Business Administration\, Accounting; MS\, Accounting\, University of Connecticut \nDon’t miss this unique opportunity to expand your network and accelerate your career! \nBecome a student member for only $25 and attend members-only events! Complete the Student Application – CFA Society New York \nShare this with your friends + peers! \nDeadline to RSVP: Monday\, January 13th !
URL:https://cfany.org/event/exclusive-access-student-speed-networking-with-cfa-charterholders/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student,Young Leaders
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T180000
DTEND;TZID=America/New_York:20250212T190000
DTSTAMP:20260621T025654
CREATED:20241211T162809Z
LAST-MODIFIED:20250205T172658Z
UID:87191-1739383200-1739386800@cfany.org
SUMMARY:CFA Society New York Book Club: Co-Intelligence: Living and Working with AI by Ethan Mollick
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: Co-Intelligence: Living and Working with AI\nAuthor: Ethan Mollick
URL:https://cfany.org/event/book-club-co-intelligence-living-and-working-with-ai-by-ethan-mollick/
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,Global Passport,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:20250226T110000
DTEND;TZID=America/New_York:20250226T150000
DTSTAMP:20260621T025654
CREATED:20250213T173626Z
LAST-MODIFIED:20251112T161547Z
UID:88070-1740567600-1740582000@cfany.org
SUMMARY:2025 CFA Institute Research Challenge\, New York Regional Finals
DESCRIPTION:OverviewJoin us for the Local Final of the 2025 CFA Institute Research Challenge\, hosted by CFA Society New York. This highly anticipated event marks the culmination of months of rigorous research\, analysis\, and teamwork as the top teams compete for a coveted spot in the next stage of this prestigious global competition. The winning team will advance to the Regional Competition\, where they will go head-to-head with top teams from around the world\, with the ultimate goal of reaching the Global Final. \nDon’t miss this exciting showcase of future finance leaders as they present their in-depth equity research and demonstrate the analytical skills that set them apart. \nBecome a student member for only $25 and attend members-only events! Complete the Student Application – CFA Society New York \nShare this with your friends + peers! \nAgenda11:00 AM | WELCOME PRESENTATION \n\n11:30 AM | TEAM D PRESENTATION \n\n11:30 AM 10-minute presentation\n11:40 AM 10-minute team Q&A\n\n\n11:55 AM | TEAM H PRESENTATION \n\n11:55 AM 10-minute presentation\n12:05 PM 10-minute team Q&A\n\n\n12:20 PM | TEAM W PRESENTATION \n\n12:20 PM 10-minute presentation\n12:30 PM 10-minute team Q&A\n\n\n12:45 PM | TEAM O PRESENTATION \n\n12:45 AM 10-minute presentation\n12:55 PM 10-minute team Q&A\n\n\n1:00 PM | JUDGES DELIBERATION \n\n\n1:50 PM |CFA INSTITUTE RESEARCH CHALLENGE\, NEW YORK REGIONAL WINNERS ANNOUNCED\n\n\n\n2:00 PM | CLOSING RECPTION
URL:https://cfany.org/event/2025-cfa-institute-research-challenge-new-york-regional-finals/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student,Young Leaders
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250226T173000
DTEND;TZID=America/New_York:20250226T203000
DTSTAMP:20260621T025654
CREATED:20250121T200019Z
LAST-MODIFIED:20260113T201121Z
UID:87695-1740591000-1740601800@cfany.org
SUMMARY:Excellence Investment Summit
DESCRIPTION:OverviewIn celebration of Black History Month\, the Excellence Investment Summit brings together successful and experienced industry experts to discuss and analyze the current state of the investment landscape across asset classes. These trailblazing investors will also discuss their professional journeys and provide invaluable insights into pathways to career success. This event offers a unique opportunity to gain a robust understanding of market conditions and future market trends\, explore career strategies\, and\, importantly\, connect and network with peers \nA networking session will allow you to ask questions\, share insights\, and make valuable connections. Please share this event with other professionals who may be interested. \nAgenda5:30 PM | REGISTRATION \n\n5:50 PM | INTRODUCTION \nCarole Crawford\, CFA\, Managing Partner\, fincap360 \n\n6:00 PM | FIRESIDE CHAT \nModerator \nTaneka Lawrence\, CFA\, Head of National Accounts\, Polen Capital \nSpeaker \nValerie Grant\, CFA\, Portfolio Manager\, Nuveen \n\n6:25 PM | FIRESIDE CHAT \nModerator \nTaneka Lawrence\, CFA\, Head of National Accounts\, Polen Capital \nSpeaker \nRay Whiteman\, Co-Founder and Managing Partner\, Stellex Capital Management \n\n6:50 PM | PANEL DISCUSSION \nModerator \nAntonio Rodriguez\, CFA\, Director of Investments\, 32BJ Benefit Funds \nPanelists \nValerie Grant\, CFA\, Portfolio Manager\, Nuveen \nChristine Phillpotts\, CFA\, Senior Vice President\, Emerging Markets Equities Portfolio Manager and Senior Research Analyst\, Ariel Investments \nBrandon Robinson\, Managing Director\, Global Deputy Head of Private Markets\, J.P. Morgan Asset Management \nRay Whiteman\, Co-Founder and Managing Partner\, Stellex Capital Management \n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nGodwin Marfo Ahenkorah\, CFA\, Vice President\, Alternatives Investment Strategy & Solutions\, J.P. Morgan Asset Management \n\n7:30 PM | NETWORKING RECEPTION \nEvent Partners:
URL:https://cfany.org/event/excellence-investment-summit/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Other Industry Event,Student,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250227T173000
DTEND;TZID=America/New_York:20250227T200000
DTSTAMP:20260621T025654
CREATED:20250115T235947Z
LAST-MODIFIED:20250218T220010Z
UID:87613-1740677400-1740686400@cfany.org
SUMMARY:Annual Meeting and Volunteer Awards
DESCRIPTION:OverviewThe CFA Society New York Annual Meeting will serve to officially elect candidates to the 2025 Board of Directors and the 2025 Nominations Committee. \nThis special occasion will be dedicated to celebrating the hard work\, dedication\, and impact of our volunteers\, and their contributions to CFA Society New York’s goals.\nThe evening will begin with CFA Society New York’s Annual Meeting. Board members and other leaders will share their insights.\nAfter the meeting\, we turn our focus to the heart of the event— thanking our incredible volunteers.\nAttendees will enjoy a festive atmosphere\, complete with a buffet and bar\, and an opportunity to network with others who share a passion for CFA Society New York’s mission. \nAgenda5:30 PM | REGISTRATION \n\n5:59 PM | CALL TO ORDER \n\n6:00 PM | WELCOME & INTRODUCTIONS \n\n6:10 PM | STATE OF SOCIETY REPORT \n\n6:20 PM | FY24 AUDIT RESULTS \n\n6:30 PM | CANDIDATE NAMES ANNOUNCED\n \n\n6:35 PM | ELECTIONS AND APPOINTMENTS \n\n6:45 PM | Q&A \n\n6:55 PM | GUEST SPEAKER \nIntroduced by: Blake Doyle\, Managing Director\, Chevy Chase Trust \nBobby Eubank\, CFA\, Thematic Research Analyst\, Chevy Chase Trust \n\n7:05 PM | VOLUNTEER AWARDS \n\n7:10 PM | ADJOURNMENT OF ANNUAL MEETING \n\n7:15 PM | NETWORKING RECEPTION  \nJoin us for an evening of wine\, drinks\, and hors d’oeuvres! 
URL:https://cfany.org/event/annual-meeting-and-volunteer-awards-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T080000
DTEND;TZID=America/New_York:20250408T090000
DTSTAMP:20260621T025654
CREATED:20250219T202053Z
LAST-MODIFIED:20250325T124723Z
UID:88181-1744099200-1744102800@cfany.org
SUMMARY:CFA Society New York Coffee Chat Series
DESCRIPTION:OverviewGym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your network. 
URL:https://cfany.org/event/cfa-society-new-york-coffee-chat-series/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250409T180000
DTEND;TZID=America/New_York:20250409T190000
DTSTAMP:20260621T025654
CREATED:20241211T163642Z
LAST-MODIFIED:20250328T174807Z
UID:87194-1744221600-1744225200@cfany.org
SUMMARY:CFA Society New York Book Club: The Lessons of History by Will and Ariel Durant
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: The Lessons of History\nAuthor: Will and Ariel Durant
URL:https://cfany.org/event/cfa-society-new-york-book-club-the-lessons-of-history-by-will-and-ariel-durant/
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,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T120000
DTEND;TZID=America/New_York:20250429T130000
DTSTAMP:20260621T025654
CREATED:20250214T190637Z
LAST-MODIFIED:20250410T190731Z
UID:88119-1745928000-1745931600@cfany.org
SUMMARY:2025 CFA Society New York Lunch & Learns
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nSpeakerSteve Baker is located in Cincinnati\, Ohio\, and his area of focus is Private Equity. He has been instrumental in the development of FW Capital’s private equity business since joining the firm in 2000. Steve Baker has over 25 years of private equity experience\, having invested in more than 50 companies in his career. He is a member of the FW Capital Investment Committee and serves on several portfolio fund advisory boards. Prior to FW Capital\, Baker was a principal with Seaport Capital Partners\, a New York-based private equity firm where he made growth equity and buyout investments in the media\, communications\, Internet and telecom sectors. Prior to Seaport\, he headed corporate development for the Providence Journal Company\, overseeing venture investing\, partnership development\, and mergers and acquisitions for this nearly 200 year-old media company. 
URL:https://cfany.org/event/2025-cfa-society-new-york-lunch-learns/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250513T080000
DTEND;TZID=America/New_York:20250513T090000
DTSTAMP:20260621T025654
CREATED:20250219T202143Z
LAST-MODIFIED:20250423T151712Z
UID:88189-1747123200-1747126800@cfany.org
SUMMARY:CFA Society New York Coffee Chat Series
DESCRIPTION:OverviewGym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your network. 
URL:https://cfany.org/event/cfa-society-new-york-coffee-chat-series-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250527T120000
DTEND;TZID=America/New_York:20250527T130000
DTSTAMP:20260621T025654
CREATED:20250214T191040Z
LAST-MODIFIED:20250519T180253Z
UID:88122-1748347200-1748350800@cfany.org
SUMMARY:2025 CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nThis event will be open to non-members and students! Members are encouraged to bring a guest from outside the society. This event will be open to non-members and students! Members are encouraged to bring a guest from outside the society.  Featured Speaker:Christopher Preece\, Investment Manager\, Fixed Income \nChris Preece is a portfolio manager for Pictet’s Emerging Market sovereign and blended debt strategies. He specializes in Latin American sovereign credit and local market investing. Chris joined Pictet’s EM Fixed Income team in 2015 – as a portfolio analyst\, and then macro strategist – responsible for sovereign and global macro research\, before taking on portfolio management responsibilities in 2024. Prior to Pictet\, he held positions at Bluecrest Capital and Morgan Stanley\, having graduated from Loughborough University\, with a degree in Banking\, Finance and Management (BSc). \nSponsor:
URL:https://cfany.org/event/2025-cfa-society-new-york-lunch-learns-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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END:VCALENDAR