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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
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DTSTART;TZID=America/New_York:20241119T173000
DTEND;TZID=America/New_York:20241119T200000
DTSTAMP:20260621T043231
CREATED:20240918T135935Z
LAST-MODIFIED:20241120T202136Z
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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241121T173000
DTEND;TZID=America/New_York:20241121T200000
DTSTAMP:20260621T043231
CREATED:20240925T135923Z
LAST-MODIFIED:20260106T181910Z
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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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DTSTART;TZID=America/New_York:20250109T083000
DTEND;TZID=America/New_York:20250109T180000
DTSTAMP:20260621T043231
CREATED:20241126T152510Z
LAST-MODIFIED:20251202T172402Z
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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250115T173000
DTEND;TZID=America/New_York:20250115T203000
DTSTAMP:20260621T043231
CREATED:20240918T194217Z
LAST-MODIFIED:20251124T203529Z
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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250123T180000
DTEND;TZID=America/New_York:20250123T200000
DTSTAMP:20260621T043231
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T180000
DTEND;TZID=America/New_York:20250212T190000
DTSTAMP:20260621T043231
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250226T110000
DTEND;TZID=America/New_York:20250226T150000
DTSTAMP:20260621T043231
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:20260621T043231
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:20260621T043231
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T080000
DTEND;TZID=America/New_York:20250408T090000
DTSTAMP:20260621T043231
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250409T180000
DTEND;TZID=America/New_York:20250409T190000
DTSTAMP:20260621T043231
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T120000
DTEND;TZID=America/New_York:20250429T130000
DTSTAMP:20260621T043231
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:20260621T043231
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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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250527T120000
DTEND;TZID=America/New_York:20250527T130000
DTSTAMP:20260621T043231
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:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T080000
DTEND;TZID=America/New_York:20250610T090000
DTSTAMP:20260621T043231
CREATED:20250219T202214Z
LAST-MODIFIED:20250423T151932Z
UID:88190-1749542400-1749546000@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-3/
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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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250625T120000
DTEND;TZID=America/New_York:20250625T130000
DTSTAMP:20260621T043231
CREATED:20250214T191309Z
LAST-MODIFIED:20250515T194724Z
UID:88123-1750852800-1750856400@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.
URL:https://cfany.org/event/2025-cfa-society-new-york-lunch-learns-3/
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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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T080000
DTEND;TZID=America/New_York:20250708T090000
DTSTAMP:20260621T043231
CREATED:20250219T202940Z
LAST-MODIFIED:20250423T152156Z
UID:88191-1751961600-1751965200@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-4/
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/02/coffee-NEW-CFANY-Web-Tile.png
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:20250729T120000
DTEND;TZID=America/New_York:20250729T130000
DTSTAMP:20260621T043231
CREATED:20250214T191346Z
LAST-MODIFIED:20250724T185234Z
UID:88124-1753790400-1753794000@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. \nRegistration is now closed! Please join us at the next Lunch & Learn in September!Registration is now closed! Please join us at the next Lunch & Learn in September! Featured Speaker:Andy Baehr\, CFA\, CAIA\, Head of Product and Research\, CoinDesk Indices \nAndy leads research and product development of digital asset indices and strategies at CoinDesk Indices\, bringing twenty-five years of global markets and investment management experience to help improve crypto trading and investing for everyone. Prior to joining CoinDesk\, Andy was a partner at Risk Premium Investments\, an alternative asset management firm serving institutions. Earlier\, he held leadership roles on derivatives desks at Credit Suisse\, BNP Paribas\, Morgan Stanley\, and Deutsche Bank\, focusing on options\, structured products\, and systematic strategies. Andy holds BA and MBA degrees from Columbia University. He is a CFA® charter holder and holds the CAIA designation. Since 2008\, Andy has served as a board member for Goodwill NYNJ. \nSponsor:
URL:https://cfany.org/event/2025-cfa-society-new-york-lunch-learns-4/
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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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:20250910T180000
DTEND;TZID=America/New_York:20250910T190000
DTSTAMP:20260621T043231
CREATED:20241211T173320Z
LAST-MODIFIED:20250812T235542Z
UID:87225-1757527200-1757530800@cfany.org
SUMMARY:CFA Society New York Book Club: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott
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: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity \nAuthor: Kim Scott
URL:https://cfany.org/event/cfa-society-new-york-book-club-radical-candor-be-a-kick-ass-boss-without-losing-your-humanity-by-kim-scott/
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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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:20250916T080000
DTEND;TZID=America/New_York:20250916T090000
DTSTAMP:20260621T043231
CREATED:20250515T202114Z
LAST-MODIFIED:20250827T190528Z
UID:90147-1758009600-1758013200@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.  \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-coffee-chat-series-5/
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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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:20250916T173000
DTEND;TZID=America/New_York:20250916T200000
DTSTAMP:20260621T043231
CREATED:20250416T200331Z
LAST-MODIFIED:20250916T152336Z
UID:89477-1758043800-1758052800@cfany.org
SUMMARY:Are Prospects for Private Equity and Venture Capital Markets Improving?
DESCRIPTION:OverviewSophisticated Institutional Investors have looked to achieve returns from private equity investing that are 5% per annum or more above public equity market returns\, and even higher for venture capital returns\, while allocating 20% to 40% of capital into private strategies.  The success of these investments is crucial to the success of these investors in meeting pension obligations and the missions of many nonprofit organizations.   \nHowever\, private equity and venture capital returns have disappointed over the last few years\, while having a greatly diminished pace of cash distributions.  Some institutional investors have reduced their commitments to new funds\, and many fundraising rounds have been smaller and longer to complete. Conversely\, niche areas like AI – related venture capital have been hotly subscribed\, while some lower middle market buyout managers have thrived.  \nHas the outlook for investing in private equity and venture capital fundamentally changed?    \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \nModerator \nJodie Gunzberg\, CFA\, Managing Partner\, InFi Strategies \nPanelists \nCarolyn Patton\, CFA\, Head of Private Market Client Solutions\, TIFF Investment Management \nBen Challgren\, Principal\, Top Tier Capital \nLara Druyan\, General Partner\, Private Liquidity Partners \n\n7:05 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\n7:30 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/are-prospects-for-private-equity-and-venture-capital-markets-improving/
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/PE-new-web-tile.png
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:20250923T120000
DTEND;TZID=America/New_York:20250923T130000
DTSTAMP:20260621T043231
CREATED:20250515T201500Z
LAST-MODIFIED:20250827T190415Z
UID:90145-1758628800-1758632400@cfany.org
SUMMARY: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. \nFeatured Speaker:Christopher Park\, CEO\, Summit Ridge Capital Partners \nFormer Managing Director at Moneda Asset Management\, a $9 billion AUM asset manager in Latin America\, specializing in corporate credit. During his time at Moneda\, Chris originated\, executed\, and led strategic partnerships\, including specialty credit mandates for CPPIB\, XP Inc\, and ScotiaBank. Chris played a key role in the origination of Patria’s acquisition of Moneda Asset Management\, completed December 2021\, which created the largest alternative asset manager in Latin America. Previously\, Chris was a senior analyst on Moneda’s HY Credit team\, and Associate Portfolio Manager on the Latam equity strategy. Chris has 21 years of investment experience\, as an investment banker\, credit analyst and in business development\, in Latin America and United States.  Chris received a BA\, Economics\, from University of Western Ontario. \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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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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:20250925T173000
DTEND;TZID=America/New_York:20250925T203000
DTSTAMP:20260621T043231
CREATED:20250123T200135Z
LAST-MODIFIED:20251001T135809Z
UID:87737-1758821400-1758832200@cfany.org
SUMMARY:Emerging Manager Summit
DESCRIPTION:OverviewThe 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation\, collaboration\, and actionable insights\, the summit provides a unique platform for fund managers\, institutional investors\, and service providers to exchange ideas and strategies. As emerging managers navigate a competitive landscape characterized by evolving investor expectations and economic uncertainty\, this summit will explore the tools and partnerships necessary for long-term success. Attendees will gain critical perspectives on market trends\, investor priorities\, and operational excellence.  \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nAlton Crooks\, CFA\, Managing Principal\, Fidelis Capital/Chair\, Business Management Group  \n\n6:00 PM | KEYNOTE PRESENTATION SPEAKER \nRomulad Beneche\, CPA\, Director\, Alternative Investment Management Association   \n\n6:30 PM | PANEL DISCUSSION: “NAVIGATING THE FUNDRAISING LANDSCAPE: PERSPECTIVES FOR EMERGING MANAGERS” \nModerator \nStephen J. Auresto\, Senior Vice President\, Business Development\, Ultimus Leverpoint  \nPanelists \nJeff Feinstein\, Managing Partner\, Co-Founder\, Pinnacle Partners  \nRohit Goel\, CFA\, CAIA\, Partner and Head of Global Macro\, Breakout Capital \nRenee Yao\, CIO/Founder\, Neo Ivy Capital  \nEd Zimmerman\, Chair\, Emerging Companies & Venture Capital\, Lowenstein Sandler LLP  \n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nStephan Puhlmann\, CFA\, CPA\, Sr Controller\, Colbeck Capital Management \n\n7:30 PM | NETWORKING RECEPTION \nLearning Outcomes  \n\nMarket Trends: Understand current trends in the fundraising environment for emerging managers\, including investor expectations and economic challenges. \nBest Practices: Gain actionable insights on operational excellence\, compliance\, and positioning for growth. \nNetworking Opportunities: Build relationships with investors\, peers\, and service providers who are shaping the future of asset management. \nStrategic Positioning: Learn how to effectively communicate your value proposition to potential investors and establish long-term partnerships. 
URL:https://cfany.org/event/emerging-manager-summit-3/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251007T080000
DTEND;TZID=America/New_York:20251007T090000
DTSTAMP:20260621T043231
CREATED:20250515T202153Z
LAST-MODIFIED:20250818T192913Z
UID:90148-1759824000-1759827600@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-6/
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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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:20251009T173000
DTEND;TZID=America/New_York:20251009T200000
DTSTAMP:20260621T043231
CREATED:20250917T151050Z
LAST-MODIFIED:20251009T161524Z
UID:92414-1760031000-1760040000@cfany.org
SUMMARY:CFA Society Member & Guest Appreciation Night
DESCRIPTION:OverviewPlease Join us for the CFA Society Member & Guest Appreciation Night; An evening designed to connect\, celebrate\, and inspire. Attendees can meet Interest Group leaders\, explore the many professional development opportunities available through our events and interest group meetings\, and build meaningful connections within the CFA community. Whether you’re a long-time volunteer or just curious about the CFA designation\, this is a welcoming space to learn\, engage\, and grow. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \n\n6:00 PM | Interest Group Discussion \n\n\n\nInterest Group Introductions\n\n\n\n\n7:15 PM | NETWORKING RECEPTION and further Interest Group discussions 
URL:https://cfany.org/event/cfa-society-member-guest-appreciation-night/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,Global Passport,Interest Group,Interest Group Meetings,Networking Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T120000
DTEND;TZID=America/New_York:20251028T130000
DTSTAMP:20260621T043231
CREATED:20250515T200704Z
LAST-MODIFIED:20250818T192845Z
UID:90138-1761652800-1761656400@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewSuccinctly articulating an investment thesis is a critical skill for portfolio managers\, analysts\, product specialists\, and other CFA charterholders. But for many investment professionals\, turning their ideas into white papers\, blogs\, client letters\, or even emails can be an inefficient\, time-consuming\, or frustrating exercise.   \nIn this interactive session\, veteran financial writer Scott Wentworth will explain how investment professionals can improve their writing skills by doing something that already comes naturally to them: following a process. Scott will explain the steps of the process that he and other professional writers use and discuss how “non-writers” can apply these principles to whatever forms of writing they encounter in their jobs.   \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:Scott Wentworth\, Founder & CEO \nScott Wentworth is the founder and CEO of Wentworth Financial Communications\, a marketing agency that creates thought leadership and content marketing for leading firms across financial services. Drawing on his journalistic training\, marketing background\, and extensive knowledge of the asset management and investment banking industries\, Scott is passionate about helping firms articulate their expertise through white papers\, blogs\, e- books\, investor letters\, videos\, and other forms of thought leadership. \nScott founded Wentworth Financial Communications in 2015 after serving more than a decade as the head writer at William Blair. He has been a featured speaker on financial marketing and communications for the CFA Society and Financial Communications Society and was a lecturer at Northwestern University. \nScott earned a B.S. in economics from the University of Illinois and an M.S. in journalism from the Medill School of Journalism\, Media\, Integrated Marketing Communications at Northwestern University. He passed the Certified Financial Planner exam in 2009 and earned the Claritas Certificate from the CFA Institute in 2013.
URL:https://cfany.org/event/https-cfany-org-event-2025-cfa-society-new-york-lunch-learns-5/
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:20251104T080000
DTEND;TZID=America/New_York:20251104T090000
DTSTAMP:20260621T043231
CREATED:20250515T202335Z
LAST-MODIFIED:20251031T160259Z
UID:90149-1762243200-1762246800@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-7/
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:20251120T120000
DTEND;TZID=America/New_York:20251120T130000
DTSTAMP:20260621T043232
CREATED:20250515T200841Z
LAST-MODIFIED:20251016T181415Z
UID:90142-1763640000-1763643600@cfany.org
SUMMARY: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. \nFeatured Speaker:Doug Peta\, CFA\, Chief Strategist\, US Investment Strategy \nDoug is Chief Strategist for our US Investment Strategy service and co-author of the Bank Credit Analyst. In this role\, he analyzes the future direction of US financial markets and the economy to set equity portfolio strategies and enhance returns for asset allocators. He prides himself on presenting clear strategic and tactical portfolio allocation advice\, providing clients with key inputs for setting their own investment strategy. \nSince joining BCA Research in 2010\, Doug has also led Global Asset Allocation\, our portfolio construction service\, advising CIOs and asset allocation teams on optimal ways to structure global multi-asset port- folios. Before BCA\, he spent a dozen years as a strategist\, analyst and trader. Doug holds an MBA with Honors in Finance and Economics from the University of Chicago and a BS in Accounting from the University of Virginia. He is a CFA charter holder. \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-4/
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:20251209T080000
DTEND;TZID=America/New_York:20251209T090000
DTSTAMP:20260621T043232
CREATED:20250515T202411Z
LAST-MODIFIED:20250818T192317Z
UID:90150-1765267200-1765270800@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-8/
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