CFA Society New York

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This week "Exchange-Traded Funds: Continued Record Growth, But What’s Next?" With 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 [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This week, our speaker will address Asset Backed Credit: Opportunities in Public Markets Featured Speaker: Kevin Ng Managing Director & Head of Structured Credit — Tilden Park [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Featured Speaker: Charlie Dutton CFA Head of Emerging Market Equities, Senior Portfolio Manager, Emerging Markets Equity — Manulife Investments Charlie is head of emerging market equities, and [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Presentation Topic:  Investment Migration: Residency and Citizenship by Investment In this presentation, we'll explore: The growth of investment migration over the past decade The different types of residency and the pathways to [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Presentation Topic:  The Evolution of Hedge Fund Replication Strategies In this presentation, we'll explore the evolution of replication strategies over the past 35 years. Then highlights the opportunities presented by next-generation approaches, [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This month, Samuel C. Rothschild will discuss the potential benefits of "Buffered ETFs." In a world of increased market uncertainty, many investors are looking for ways to participate in the stock market's upside [...]

Overview Gym? 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 [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This month, Jason will address: How modern deal technology is reshaping the transaction lifecycle across financial markets, from early-stage preparation to post-deal integration. Transactional momentum: the industry is optimistic about the transactional [...]

Overview Join us for a complimentary Lunch and Learn Session featuring Insights from the Sports Finance Pioneer, Sal Galatioto: A behind-the-scenes perspective on the business of sports finance Explore how professional sports franchises have transformed into multi-billion-dollar global assets Gain perspective on alternative investment opportunities emerging from sports, media, and entertainment [...]

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Featured Speaker: Haren Bhakta, CFA, Founder & CEO, Inside Ownership Index Founder of the Inside Ownership Index. With over two decades of experience in financial markets and [...]