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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250625T120000
DTEND;TZID=America/New_York:20250625T130000
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CREATED:20250214T191309Z
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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T080000
DTEND;TZID=America/New_York:20250708T090000
DTSTAMP:20260621T053605
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250729T120000
DTEND;TZID=America/New_York:20250729T130000
DTSTAMP:20260621T053605
CREATED:20250214T191346Z
LAST-MODIFIED:20250724T185234Z
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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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250910T180000
DTEND;TZID=America/New_York:20250910T190000
DTSTAMP:20260621T053605
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250916T080000
DTEND;TZID=America/New_York:20250916T090000
DTSTAMP:20260621T053605
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250916T173000
DTEND;TZID=America/New_York:20250916T200000
DTSTAMP:20260621T053605
CREATED:20250416T200331Z
LAST-MODIFIED:20250916T152336Z
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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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250923T120000
DTEND;TZID=America/New_York:20250923T130000
DTSTAMP:20260621T053605
CREATED:20250515T201500Z
LAST-MODIFIED:20250827T190415Z
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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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250925T173000
DTEND;TZID=America/New_York:20250925T203000
DTSTAMP:20260621T053605
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251007T080000
DTEND;TZID=America/New_York:20251007T090000
DTSTAMP:20260621T053605
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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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251009T173000
DTEND;TZID=America/New_York:20251009T200000
DTSTAMP:20260621T053605
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T120000
DTEND;TZID=America/New_York:20251028T130000
DTSTAMP:20260621T053605
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251104T080000
DTEND;TZID=America/New_York:20251104T090000
DTSTAMP:20260621T053605
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251120T120000
DTEND;TZID=America/New_York:20251120T130000
DTSTAMP:20260621T053605
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:20260621T053605
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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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:20251211T120000
DTEND;TZID=America/New_York:20251211T130000
DTSTAMP:20260621T053605
CREATED:20251107T165445Z
LAST-MODIFIED:20251107T193833Z
UID:93671-1765454400-1765458000@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:Haren Bhakta\, CFA\, Founder & CEO\, Inside Ownership Index \nFounder of the Inside Ownership Index. With over two decades of experience in financial markets and portfolio construction\, Haren developed the Inside Ownership Index to capture the measurable impact of executive alignment on shareholder value. His work combines rigorous data analytics with a disciplined investment philosophy grounded in accountability\, transparency\, and leadership conviction.  \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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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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:20251211T173000
DTEND;TZID=America/New_York:20251211T200000
DTSTAMP:20260621T053605
CREATED:20251118T204418Z
LAST-MODIFIED:20260409T132903Z
UID:93850-1765474200-1765483200@cfany.org
SUMMARY:CFA Society New York & Baruch Alternative Investment Club Presents: Student Leader Symposium
DESCRIPTION:OverviewThis event brings together students and young professionals to explore their career paths and current trends shaping the alternative investments landscape. Two focused panel discussions will highlight market developments and career insights\, followed by open networking. The program is designed to encourage learning\, industry exposure\, and meaningful connection across the investment community. \nStudents from Baruch\, NYU\, Columbia\, Fordham\, Rutgers\, St. John’s\, Lehigh\, Molloy\, and other New York–area universities will be invited to attend. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | OPENING REMARKS \n\n6:00 PM | PERSPECTIVES ON REAL ASSETS \nModerator: \nAndrew Horyczun\,  Co-Founder\, Baruch Alternative Investment Club \nPanelists: \nJoy Chung\, Associate\, Apterra Infrastructure Capital LLC \nKyle Katorincek\, CFA\, Equity Research Analyst\, Janney Montgomery Scott\, LLC \n\n6:30 PM | LEADERSHIP IN PRIVATE MARKETS \nModerator: \nKirt Bromley\, Co-Founder\, Baruch Alternative Investment Club \nPanelist: \nRolf Siebert\, CFA\, Executive Director\, Bayerische Landesbank New York Branch \nSteven Carboni\, Managing Director\, RGA Insurance \nRalph Cho\, Co-CEO\, Apterra Infrastructure Capital \n\n7:00 PM | CLOSING REMARKS \n\n7:05 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/cfa-society-new-york-baruch-alternative-investment-club-presents-student-leader-symposium/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Student,The Baruch Alternative Investment Club,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260108T083000
DTEND;TZID=America/New_York:20260108T180000
DTSTAMP:20260621T053605
CREATED:20251208T173723Z
LAST-MODIFIED:20260205T151804Z
UID:94567-1767861000-1767895200@cfany.org
SUMMARY:9th Annual Data Science in Finance Conference
DESCRIPTION:OverviewData Science\, Artificial Intelligence\, Machine Learning\, and Big Data continue to rise in prominence. Fueled by unprecedented data availability\, enhanced computing capabilities\, and open-source innovation\, these technologies are reshaping daily life\, and finance is no exception. Investment managers are navigating an era of profound change. Join us as we examine the role of Data Science in modern investment practice and what it means for the future of our profession. This conference is presented in collaboration with the CFA Society New York. \nPresented in conjunction with The Society of Quantitative Analysts (SQA) and the Data Science & Quantitative Investing Group\nThis event is not open to the Press.Agenda8:30 AM | REGISTRATION & BREAKFAST  \n\n8:55 AM | OPENING REMARKS \nChristos Koutsoyannis\, Ph.D.\, CIO\, Atlas Ridge Capital; Adjunct Professor\, NYU Courant  \n\n9:00 AM | ASSET EMBEDDINGS \nSpeaker \nRalph Koijen\, Ph.D.\, AQR Capital Management Distinguished Service Professor of Finance\, University of Chicago Booth School of Business\, & Applied AI. Director of Advanced Research\, LSV Asset Management \nDiscussant \nKent Daniel\, Jean-Marie Eveillard/First-Eagle Professor of Business\, Columbia Business School \n\n10:00 AM | BREAKING THE DATA CHAIN: THE RIPPLE EFFECT OF DATA SHARING RESTRICTIONS ON FINANCIAL MARKETS \nSpeaker \nSimona Abis\, Ph.D.\, Assistant Professor\, University of Colorado at Boulder  \nDiscussant \nDan Duggan\, Ph.D\, Senior Research Data Scientist\, Goldman Sachs \n\n11:00 AM | COFFEE BREAK \n\n11:15 AM | AI\, OPINION ECOSYSTEMS\, AND FINANCE \nSpeaker \nLin Peng\, Ph.D.\, David Krell Chair Professor in Finance\, Baruch College/City University of New York \nDiscussant \nMichelle Yang\, Ph.D.\, Head of Model Calibration & Analytics\, Moody’s \n\n12:15 PM | LUNCH \n\n1:15 PM | THE CROSS-SECTION OF SUBJECTIVE EXPECTATIONS: UNDERSTANDING PRICES AND ANOMALIES \nSpeaker \nSean Myers. Ph.D.\, Assistant Professor of Finance\, The Wharton School\, University of Pennsylvania \nDiscussant \nBill Mann CFA\, CPA\, COO\, CCO\, Anneal Investment Management\, LLC \n\n2:15 PM |MEASURING PRICE EFFECTS OF MULTILINGUAL GLOBAL NEWS WITH LARGE LANGUAGE MODELS \nSpeaker \nIng-Haw Cheng\, Ph.D.\, Maple Financial Chair of Derivatives and Risk Management\, Professor of Finance\, Rotman School of Management\, University of Toronto \nDiscussant \nYin Luo\, CFA\, CPA\, CGMA\, Vice Chairman\, Wolfe Research \n\n3:15 PM | COFFEE BREAK \n\n3:30 PM | SCALING CONDITIONAL AUTOENCODERS FOR PORTFOLIO OPTIMIZATION CIA UNCERTAINTY-AWARE FACTOR SELECTION \nSpeaker \nPawel Polak\, Visiting Professor\, Bloomberg \nDiscussant \nIro Tasitsiomi\, Ph.D.\, Head of AI & Data Science\, T. Rowe Price \n\n4:30 PM | CLOSING REMARKS & NETWORKING RECEPTION \nCo-hosted by:\nBronze Sponsor:
URL:https://cfany.org/event/9th-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:20260114T120000
DTEND;TZID=America/New_York:20260114T130000
DTSTAMP:20260621T053605
CREATED:20251031T192029Z
LAST-MODIFIED:20260113T173006Z
UID:93527-1768392000-1768395600@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring Insights from the Sports Finance Pioneer\, Sal Galatioto: \n\nA behind-the-scenes perspective on the business of sports finance\n\n\nExplore how professional sports franchises have transformed into multi-billion-dollar global assets\n\n\nGain perspective on alternative investment opportunities emerging from sports\, media\, and entertainment\n\nProfessional Learning (PL) credits will be offered for this event. Featured Speaker:Salvatore Galatioto\, President\, Galatioto Sports Partners\nMr. Galatioto is President of Galatioto Sports Partners\, the leading firm in the sports finance and advisory business. For more than 20 years\, he has overseen engagements in more than 100 transactions in the major U.S. professional sports leagues as Financial Advisor\, Arranger and Agent. Key clients and relationships include ownership and management of the Boston Red Sox\, Brooklyn Nets\, Charlotte Hornets\, Chicago Cubs\, Chicago White Sox\, Cleveland Indians\, Florida Panthers\, Golden State Warriors\, Los Angeles Angels\, Los Angeles Dodgers\, New York Giants\, New York Yankees\, Oakland A’s\, Ottawa Senators\, Philadelphia Flyers\, Philadelphia 76ers\, Phoenix Suns\, Portland Trail Blazers\, Sacramento Kings\, San Diego Padres\, San Francisco Giants\, Seattle Seahawks\, St. Louis Blues\, Tampa Bay Buccaneers\, Tampa Bay Lightning\, Tennessee Titans\, Washington Nationals and many other high-profile franchises.\n\nBefore forming GSP in early 2005\, he was a Managing Director and Head of the Lehman Brothers’ Sports Advisory & Finance Group\, which was founded upon his arrival in 2001. The group was responsible for all corporate finance and advisory functions related to the sports industry. During his time at Lehman Brothers\, Mr. Galatioto built on his prior relationships and experience to position the group as the premier franchise of its type on Wall Street.\n\nPrior to joining Lehman Brothers\, he was a Managing Director and Head of SG Cowen Securities Corporation’s Sports Advisory Group (SG Cowen was a wholly-owned subsidiary of Société Générale). Mr. Galatioto joined Société Générale in 1993 and established the Sports Advisory Group in 1997. Before taking that assignment\, he was the Regional Manager of that institution’s East Coast Region\, which encompassed one of its largest U.S. corporate lending units with over $5.2 billion in commitments.\nPreviously\, Mr. Galatioto was employed by Westpac Banking Corporation from 1984-1993. His last position at Westpac was Senior Vice President and Manager of the Corporate Finance Unit\, which focused on leveraged finance\, debt restructuring and specialized insurance lending.\n\nMr. Galatioto holds a Masters of Business Administration from the Thunderbird School of Global Management with distinction and high honors and a Masters of International Relations with honors from the Fletcher School of Law and Diplomacy. He graduated magna cum laude from Hunter College with a B.A. in History and in 2009 was voted into the Hunter College Hall of Fame. Mr. Galatioto served as a member of the Advisory Board of the World Congress of Sports from 2002 through 2007. He also serves as an Adjunct Associate Professor of Business at the Columbia University Graduate School of Business. In 2010\, Mr. Galatioto was named one of Street & Smith’s Sports Business Journal’s 50 Most Influential People in Sports Business.  In 2018\, he was named one of Sports Business Journal’s six “Champions: Pioneers & Innovators in Sports Business” and\, accordingly\, was honored at the 2018 World Congress of Sports.\n 
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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:20260121T120000
DTEND;TZID=America/New_York:20260121T130000
DTSTAMP:20260621T053605
CREATED:20251211T190732Z
LAST-MODIFIED:20260113T173439Z
UID:94720-1768996800-1769000400@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. \nThis month\, Jason will address:\n\nHow modern deal technology is reshaping the transaction lifecycle across financial markets\, from early-stage preparation to post-deal integration. \nTransactional momentum: the industry is optimistic about the transactional market for 2026\, including anticipated increases in IPO activity (64%) and buy-side M&A (75%)\, despite lingering economic uncertainty. \nFrom integrations to cybersecurity: Scalable\, secure technology solutions as a top strategic priority in 2026. \nThe integration challenge: why 34% of organizations cite technology adoption as their biggest hurdle and how this impacts efficiency and growth. \n\nThis Lunch & Learn is open to members and non-members \nProfessional Learning (PL) credits will be offered for this event. Featured Speaker:Jason Clucas\, Director of Sales\, Mid-Atlantic\, & Eastern Canada\, Venue Team\, DFIN \nPrior to taking on a leadership role\, Jason sold Venue into the Northeast market for 3 years primarily focusing on the healthcare and bio-tech market. Jason graduated with a degree in Molecular Biology and after working Genzyme in Boston\, found his career in sales at healthcare giant athenahealth. Several years later Jason started in the VDR industry at Intralinks and took on the role here at DFIN to launch the Venue business in the Northeast. \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T080000
DTEND;TZID=America/New_York:20260210T090000
DTSTAMP:20260621T053605
CREATED:20251205T171859Z
LAST-MODIFIED:20251205T171859Z
UID:94466-1770710400-1770714000@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-9/
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:20260218T120000
DTEND;TZID=America/New_York:20260218T130000
DTSTAMP:20260621T053605
CREATED:20260107T144754Z
LAST-MODIFIED:20260217T194034Z
UID:95120-1771416000-1771419600@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.\n \nThis month\, Samuel C. Rothschild will discuss the potential benefits of “Buffered ETFs.” \n\nIn a world of increased market uncertainty\, many investors are looking for ways to participate in the stock market’s upside while tempering its downside risks.  \nAmid elevated market volatility\, buffer ETFs have gained popularity as they seek to limit losses in exchange for investors accepting a cap on their market gains.  \n\nPlease join us as one of the foremost experts on Buffered ETFs presents an in-depth overview of these innovative instruments. \nFeatured Speaker:Samuel C. Rothschild\, Sr. Regional VP\, ETF Specialist\, Allianz Life Financial Services\, LLC\n\nSr. Regional Vice President Samuel Rothschild of Allianz Life Financial Services\, LLC markets exchange-traded funds (ETFs) offered by Allianz Investment Management LLC (AllianzIM). Samuel has more than 21 years of experience in the financial services industry and is responsible for working with distribution partners to drive business development\, center-of-influence connectivity\, and durable relationships.\n\nPrior to joining Allianz Life Financial Services\, LLC\, Samuel worked at Virtus Investment Partners for 10 years and most recently at Bluerock Capital Markets as a Senior Vice President in the RIA and Family Office channel. \nSamuel holds his FINRA Series 7 and 66 securities registrations and earned a B.S. in Marketing. \nIn his free time\, Samuel enjoys spending time with family and friends\, traveling\, and playing golf. He and his family reside in Rocky Hill\, Connecticut. \n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T173000
DTEND;TZID=America/New_York:20260226T210000
DTSTAMP:20260621T053605
CREATED:20251201T182533Z
LAST-MODIFIED:20260224T152907Z
UID:94287-1772127000-1772139600@cfany.org
SUMMARY:CFA Society New York: Annual Meeting and Volunteer Awards
DESCRIPTION:OverviewThe CFA Society New York Annual Meeting will serve to officially elect candidates to the 2026 Board of Directors and the 2026 Nominations Committee.\nThis special occasion is dedicated to celebrating the hard work\, dedication\, and impact of our volunteers—and the meaningful contributions they make toward advancing CFA Society New York’s mission. \nThe evening will open with CFA Society New York’s Annual Meeting\, where Board members and other Society leaders will share their insights and provide organizational updates. \nFollowing the meeting\, we will shift our focus to the heart of the event: recognizing and thanking our incredible volunteers. \nThis event is for  Members Only !Agenda5:30 PM | REGISTRATION \n\n5:59 PM | CALL TO ORDER \nArun Manansingh\, CEO \n\n6:05 PM | WELCOME & INTRODUCTIONS \nKen D’Souza\,CFA\, Chair \n\n6:10 PM | STATE OF SOCIETY REPORT \nKen D’Souza\,CFA\, Chair \n\n6:20 PM | FY25 AUDIT RESULTS \nThomas Brigandi\, CFA\, Audit Chair \n\n6:30 PM | CANDIDATE NAMES ANNOUNCED\n \nPaul Benjamin\, CFA\, Nominations Chair \n\n6:35 PM | ELECTIONS AND APPOINTMENTS \n\nElection of Directors to the CFA Society New York Board of Directors\nElection of appointees to the Nominations Committee\nAppointment of the Society’s Auditing Firm  \n\nPaul Benjamin\, CFA\, Nominations Chair \n\n6:45 PM | Q&A \n\n6:55 PM | VOLUNTEER AWARDS \n\n\n\n\nVolunteer of the Year \nYoung Investment Professional Award \n\n\nPeter Sang Award \nBen Graham \n\n\nResearch Award \nYoung Professional Award \n\n\nInterest Group Award \nMost Innovative Award \n\n\nStudent Ambassador Award \n \n\n\n\n\n\n7:10 PM | GUEST SPEAKER \nJoseph Wang\, Principal\, FedGuy.com  \n\n7:25 PM | Q&A \n\n7:40 PM | ADJOURNMENT OF ANNUAL MEETING \nKen D’Souza\,CFA\, Chair \n\n7:45 PM | NETWORKING RECEPTION  \nJoin us for an evening of wine\, drinks\, and hors d’oeuvres! \n\nAlcohol service is restricted to attendees 21 years of age or older. Government- issued photo ID will be required.
URL:https://cfany.org/event/cfa-society-new-yorks-annual-meeting-and-volunteer-awards/
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:20260305T120000
DTEND;TZID=America/New_York:20260305T130000
DTSTAMP:20260621T053605
CREATED:20251205T172755Z
LAST-MODIFIED:20260211T195537Z
UID:94468-1772712000-1772715600@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. \nPresentation Topic: \nThe Evolution of Hedge Fund Replication Strategies\nIn this presentation\, we’ll explore the evolution of replication strategies over the past 35 years. Then highlights the opportunities presented by next-generation approaches\, including regulatory changes that enable return replication through ETF structures and more investor-friendly solutions.\n\nFeatured Speaker:Bob Elliott\, CEO & Chief Investment Officer\, Unlimited Funds \nPrior to founding Unlimited\, Bob served on the Investment Committee at Bridgewater Associates where he created investment strategies across equities\, fixed income\, credit\, exchange rates\, and commodities\, including many used in the flagship Pure Alpha fund. He also built and led Ray Dalio’s investment research team for nearly a decade (2006-2017) and led Bridgewater’s foreign exchange portfolio. He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues. Bob has also served as an advisor and executive at several startups including CircleUp\, an investment company focused on early-stage consumer brands. There he revamped the investment strategy for the company’s $150mln venture funds leveraging big data approaches to improve decision making. He was also the co-founder of GiveWell in 2006\, a startup charity evaluator which now directs more than $500mln in annual contributions. Bob holds a BA in History and Science from Harvard.  \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260312T120000
DTEND;TZID=America/New_York:20260312T130000
DTSTAMP:20260621T053605
CREATED:20260217T200423Z
LAST-MODIFIED:20260308T192359Z
UID:96108-1773316800-1773320400@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. \nPresentation Topic: \nInvestment Migration: Residency and Citizenship by Investment\nIn this presentation\, we’ll explore:\n\n\n\nThe growth of investment migration over the past decade\nThe different types of residency and the pathways to citizenship\nWhy Americans are pursuing additional residencies and citizenships\nThe primary routes to obtaining residency and citizenship\nTop countries for net millionaire inflows & outflows\nThe leading destinations U.S. citizens are pursuing for residency and citizenship\, and why\n\n\nFeatured Speaker:Dalton Skach\, Associate Director\, Henley & Partners \nDalton Skach is an Associate Director at Henley & Partners in New York\, the global leader in residence and citizenship by investment. He partners with high-net-worth American families to build customized jurisdictional portfolios designed to enhance global mobility\, safeguard assets\, provide legal and personal security\, and create enduring opportunities for future generations. \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260319T173000
DTEND;TZID=America/New_York:20260319T200000
DTSTAMP:20260621T053605
CREATED:20260127T002445Z
LAST-MODIFIED:20260308T192601Z
UID:95659-1773941400-1773950400@cfany.org
SUMMARY:8th Annual Family Office Event
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThe 8th Annual Family Office Conference brings together leading voices to explore major investment themes and global market dynamics through the lens of family offices. We will be discussing a range of topics including: \n\nKey investment themes and global market forces shaping family office portfolios \nHow family offices approach asset allocation and risk \nPerspectives on public markets\, private investments\, and alternative strategies \nNavigating the macroeconomic environment \n\nAgenda5:30 PM | REGISTRATION  \n\n5:50 PM | INTRODUCTION \nAngela Raitzin\, CEPA\, CFP\, CRPC\, Managing Director\, Wealth Advisor\, Cresset \n\n6:00 PM | PANEL DISCUSSION \nModerator \nPaul White\, CFP\, Family Office Relationship Executive\, Vanguard \nPanelists \nJoel Levin\, Chief Investment Officer\, LCA Capital LLC  \nAlbert Luk\, Director of Private Investments\, Brodie Generational Capital Partners (BGCP) \nAnthony Liberti\, CFA\, Managing Director\, Family Office Segment Lead\, Neuberger Berman \nRonen Schwartzman\, Chief Investment Officer\, Cooper Family Office \nChelsea Smith\, Senior National Director\, Family Office Services\, Alliance Bernstein \nDavid Sochol\, Chief Executive Officer & Chief Investment Officer\, River Partners Capital Management \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nAngela Raitzin\, CEPA\, CFP\, CRPC\, Managing Director\, Cresset \n\n7:15 PM | NETWORKING RECEPTION \nGold Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/8th-annual-family-office-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T120000
DTEND;TZID=America/New_York:20260414T130000
DTSTAMP:20260621T053605
CREATED:20260225T162242Z
LAST-MODIFIED:20260403T201302Z
UID:96456-1776168000-1776171600@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:\n\n\nCharlie Dutton CFA \nHead of Emerging Market Equities\, Senior Portfolio Manager\, Emerging Markets Equity — Manulife Investments \nCharlie is head of emerging market equities\, and senior portfolio manager on the emerging markets equity team. Prior to joining the firm\, he was a portfolio manager within the global quality capability team at Ninety One\, a South Africa-based global asset manager. \nPreviously\, Charlie was a founding partner of Coupland Cardiff Asset Management\, where he structured and designed the firm’s investment philosophy and was the lead manager of an Asian equity strategy. Prior to that\, he served as director of Asia-Pacific research at JPMorgan and as a Hong Kong/China consumer analyst at JF Securities. \nCharlie began his career at HSBC Securities and holds the Chartered Financial Analyst designation. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260416T173000
DTEND;TZID=America/New_York:20260416T200000
DTSTAMP:20260621T053605
CREATED:20260302T171807Z
LAST-MODIFIED:20260414T154128Z
UID:96680-1776360600-1776369600@cfany.org
SUMMARY:Navigating Multi-Asset Portfolios Amid Global Uncertainty and Market Volatility
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nAgainst a backdrop of heightened geopolitical tensions and rising oil prices\, asset owners and investment professionals are navigating one of the most complex investing environments in recent years. These forces are impacting traditional diversification frameworks and presenting challenges for how portfolios are constructed and managed.\n\nThis panel will feature leading voices in multi-asset strategies and solutions\, exploring how today’s investors are adapting—constructing diversified portfolios across equities\, fixed income\, real assets\, and alternatives to better withstand macro uncertainty.\nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | PANEL DISCUSSION  \nModerator \nAnu Rajakumar\, Managing Director\, Neuberger Berman \nPanelist \nMarco Aiolfi\, Ph.D.\, Managing Director and Head of Multi-Asset\, Quantitative Solutions\, PGIM \nEvan Brown\, CFA\, Head of Global Multi-Asset Portfolio Management\, UBS Asset Management \nJonathan Kaczka\, CFA\, Head of Asset Allocation\, Multi-Asset Strategies & Solutions Group\, Voya Investment Management \nDavid Schassler\, Head of Multi-Asset Solutions\, VanEck \nVictor Zhu\, CFA\, CAIA\, Global Head of Model Portfolio Management\, Vanguard  \n\n7:00 PM | Q&A \n\n7:15 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/navigating-multi-asset-portfolios-amid-global-uncertainty-and-market-volatility/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260422T120000
DTEND;TZID=America/New_York:20260422T130000
DTSTAMP:20260621T053605
CREATED:20260325T183924Z
LAST-MODIFIED:20260421T020337Z
UID:97190-1776859200-1776862800@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. \n\n\nThis week\, our speaker will address \nAsset Backed Credit: Opportunities in Public Markets \n\nFeatured Speaker:\n\n\nKevin Ng \nManaging Director & Head of Structured Credit — Tilden Park Capital \nKevin is responsible for Tilden Park’s US securitized products\, loan\, and securities investment portfolios. He has over 21 years’ experience investing in structured credit in public and private markets\, across diverse asset types. Prior to Tilden Park\, Kevin spent 19 years at Morgan Stanley where he ran US Securitized Credit Trading\, responsible for CMBS\, RMBS\, ABS\, CLOs\, and Residential Whole Loans. \nKevin graduated magna cum laude from the University of Pennsylvania with a degree in Management and Technology. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-9/
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:20260428T120000
DTEND;TZID=America/New_York:20260428T130000
DTSTAMP:20260621T053605
CREATED:20260330T191933Z
LAST-MODIFIED:20260403T203948Z
UID:97270-1777377600-1777381200@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. \n\nThis week \n“Exchange-Traded Funds: Continued Record Growth\, But What’s Next?” \nWith more than 5\,000 U.S.-listed exchange-traded funds now on the market\, ETF launches continue at a record pace and have become a major force in global asset management. Driven by investor demand for transparency\, tax efficiency\, low fees\, and precise exposures\, both established firms and new entrants are launching ETFs across broad beta\, thematic\, active\, and alternative strategies. \nWith the newly passed regulation around “ETFs as a Share Class\,” mutual funds may further expand into ETFs without building separate products\, allowing large fund families to convert or extend their lineups more efficiently. \n\n\nSo how does the global investment community keep up with the rapid expansion of exchange-traded funds? \nPlease join our two expert panelists as they discuss how Chief Investment Officers\, Portfolio Managers\, Risk Managers\, Analysts\, and many other professionals are successfully incorporating these products into their investment strategies and workflows. \nThis Lunch & Learn is open to Members  and Non-MembersETF Global Featured Speakers:\n\n\nEric Steinhilber MODERATOR \nDirector of Digital Strategy & Brand Creative \nAs the Director of Digital Strategy and Brand Creative at ETF Global\, Eric Steinhilber brings over 30 years of experience at the intersection of digital innovation and brand development. His leadership has shaped the creative direction and digital presence of both emerging ventures and established global institutions. With a strategic vision grounded in decades of industry knowledge\, he oversees the development and execution of integrated brand strategies that drive engagement and deliver measurable business outcomes. Throughout his career\, Eric has successfully led multidisciplinary creative services and digital teams across sectors as diverse as financial services\, entertainment and technology. \nHis portfolio includes transformative work for organizations such as Morgan Stanley\, LG\, the IMF\, Sodexo\, Sony Music\, and RR Donnelley. From launching new digital platforms to revitalizing global brand identities\, he has consistently delivered solutions that align brand purpose with market demand. Renowned for his ability to build high-performing teams\, he excels at fostering collaboration between design\, content\, and technology. His approach emphasizes innovation\, operational excellence\, and a deep understanding of audience behavior. At ETF Global\, he continues to elevate the company’s digital and creative capabilities\, positioning the brand for long-term relevance and impact in a competitive landscape. \n\n\n\n\nTrammel Robinson PANELIST \nDirector\, ETF Issuer Relations \nTrammel Robinson is the Director of ETF Issuer Relations at ETF Global\, the leading provider of reference data for Exchange-Traded Products. In his role\, Trammel is responsible for growing the firm’s consortium of ETF Issuers globally. In leading ETF Issuer Relations\, Trammel helps ETF Issuers to gain visibility for their products through the firm’s website\, partner platforms and direct data feeds. Trammel and his team are currently concluding the most recent data footprint expansion to include the European and Asian listed Exchange-Traded Products. \nPrior to joining the firm in August 2021\, Trammel attended the University of Lynchburg where he received an MBA with an emphasis in Cybersecurity.Trammel is domiciled in the company’s New York headquarters in midtown Manhattan. \n\n\n\n\nJim Gregory PANELIST \nDirector of Business Development \nJim Gregory is a Senior Director and the Head of Business Development for all facets of business development for the firm\, which includes developing the strategy to increase the market share for new data clients and partners. Jim has extensive experience in the financial services marketplace and joined ETF Global after 11 years as the U.S. Sales Director for the TMX – Toronto Stock Exchange – based in New York. The team managed all U.S. accounts and sold data\, analytics\, hosting and connectivity services to both buy and sell side firms. \nJim’s previous financial industry experience included Senior Sales\, Sales Management and Global Account Management positions at ADP Brokerage Services\, Thomson Financial and Reuters America\, where we brought on hundreds of clients using market data\, clearing and treasury and risk management software services. Jim received a Bachelor of Arts degree in Urban Studies from Colgate University. Jim maintains many outside interests including being the President of the St. Joseph’s School – Yorkville School Advisory Board and a Board member of the Colgate University Maroon Council. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-10/
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
END:VCALENDAR