BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CFA Society New York X-ORIGINAL-URL:https://cfany.org X-WR-CALDESC:Events for CFA Society New York REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260507T120000 DTEND;TZID=America/New_York:20260507T130000 DTSTAMP:20260621T083115 CREATED:20260423T141709Z LAST-MODIFIED:20260423T141754Z UID:97887-1778155200-1778158800@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 \nCapitalizing on current opportunities in real-estate securities and REITS \n\nFeatured Speaker:\n\n\nNicholas Tannura \nChief Investment Officer — GSI Capital Advisors \nNicholas Tannura is Portfolio Manager of the ALPS Active REIT ETF and Chief Investment Officer and lead Portfolio Manager of GSI Capital Advisors\, LLC where he is responsible for leading the research and investment efforts of the firm. Nick has over 25 years of investment management and real estate experience\, with stints at Brookfield\, Silverpath\, Green Street\, and ING. He co-leads\, and co-owns GSI\, which is based in Newport Beach\, CA. \nNick graduated with an MBA in international finance from the University of Chicago’s Booth School of business. \n\n\n\nSponsor: URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-12/ 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/web-still-lunch-and-learn.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:20260507T180000 DTEND;TZID=America/New_York:20260507T201500 DTSTAMP:20260621T083115 CREATED:20260402T141019Z LAST-MODIFIED:20260521T201439Z UID:97355-1778176800-1778184900@cfany.org SUMMARY:Building Your Network\, Building Your Career DESCRIPTION:The Art of Strategic Networking brings together industry professionals to share practical insights on building authentic relationships that support long-term career growth. \n Designed for professionals\, particularly those in the early to mid phases\, this event focuses on how to network with intention\, strengthen professional relationships\, and translate connections into long-term career value. Professional skills instructors will also share the psychology behind building credibility and establishing rapport. \n Following the training session\, attendees are invited to a networking reception — an opportunity to meet fellow members\, engage with speakers\, and put newly developed skills into practice. \n Whether you are early in your career or looking to refine your approach\, this event offers practical takeaways and meaningful opportunities to connect. \n \n\n \n Topics covered \n \n Executive Presence\n Verbal and Non-verbal Communication\n Building Rapport\n \n \n\n \n Featured speaker \n \n \n \n Rachel Rozen\, SHRM-CP \n Networking Coach · Connection Catalyst \n Rachel Rozen\, a former Chief Customer Officer\, transformed her career by connecting with 300 individuals in a year\, leading to the founding of Connection Catalyst. Through individual and group coaching\, she teaches professionals to overcome networking challenges and build meaningful connections. Connection Catalyst also empowers teams with communication and relationship-building skills\, fostering collaboration and workplace satisfaction. Known for empowering professionals to turn "icky" networking into "sticky\," lasting relationships\, Rachel helps individuals and teams grow their "net worth" network. Outside of coaching\, she enjoys reading\, cheering for the NY Mets and Syracuse Orange Men's basketball\, and cooking. \n \n \n \n\nAgenda\n  \n\n\n\n5:30 PM \nRegistration \n\n\n6:00 PM \n\nOpening Remarks \nBob Wieczorek\, Chief XP3RT\, Training and Consulting Consortium\, LLC \n\n\n\n6:10 PM \n\nProfessional Skills Training on Networking Best Practices \nRachel Rozen\, SHRM-CP\, Networking Coach\, Connection Catalyst \n\n\n\n6:50 PM \n\nHands on Practice of Modeled Skills\, with Feedback from Rachel Rozen\, SHRM-CP \n\n\n\n7:05 PM \n\nClosing Remarks \nBob Wieczorek\, Chief XP3RT\, Training and Consulting Consortium\, LLC \n\n\n\n7:10 PM \n\nNetworking Reception \nReinforce your new skills and genuinely expand your professional network \n\n\n\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/building-your-network-building-your-career/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Career Development,Conference / Seminar,Global Passport,Networking Event,Professional Development & Leadership ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/04/web-tile-7.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:20260520T120000 DTEND;TZID=America/New_York:20260520T130000 DTSTAMP:20260621T083115 CREATED:20260427T184743Z LAST-MODIFIED:20260427T184916Z UID:97930-1779278400-1779282000@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 \nSeparating Fact from Fiction in Today’s Private Credit Market \n\nFeatured Speakers:\n\n\nJustin Hawthorne \nSenior Vice President — Antares Capital \nJustin is a senior vice president in the Asset Management group at Antares Capital. He is responsible for managing various asset management client programs.  Justin joined GE Antares in 2012. Prior to joining GE Antares\, Justin held portfolio management and risk roles in GE Capital’s Bank Loan Group.  Justin joined GE Capital in a finance role in 2003 after holding previous roles in that capacity. \nJustin earned a bachelor’s degree from Central Connecticut State University\, and an MBA from Fairfield University. \n\n\n\n\n\n\n Matthew Mongeau \nVice President — Antares Capital \nMatt is a vice president and advisor consultant of U.S. Wealth Solutions. Matt joined Antares in 2026. Previously\, Matt was a Vice President at Brookfield Asset Management\, where he was responsible for distributing the firm’s Private Equity\, Private Credit\, Real Estate\, and Infrastructure strategies to RIAs and Multi-Family Offices. Prior to Brookfield\, Matt worked for Partners Group on the Private Wealth team\, where he distributed the firm’s private equity strategies to RIAs and wirehouse advisors. Matt started his career as an Internal Wholesaler at Pioneer Investments. \nMatt earned his bachelor’s degree in economics from Syracuse University. \n\n\n\nSponsor: URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-13/ 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/web-still-lunch-and-learn.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:20260603T120000 DTEND;TZID=America/New_York:20260603T130000 DTSTAMP:20260621T083115 CREATED:20260403T190536Z LAST-MODIFIED:20260429T175539Z UID:97476-1780488000-1780491600@cfany.org SUMMARY:CFA Society New York Lunch & Learn Series DESCRIPTION:Overview\nJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \n\nThis week \n“Ex-US Markets the Spot: Where Future Returns are Heading” \nHarding Loevner has been successfully investing globally in high-quality\, growing businesses based on disciplined industry research since 1989. \n\nWith the US market dominating returns for many years\, many investors looked past the opportunities in international markets. However\, the tide is changing\, with international allocations growing along with outperformance. \nRay Vars and Jason Caiola will discuss the shift in market leadership and what the next decade might hold for global equity markets. \nFeatured Speakers:\n \n\nJason Caiola CFA\, CFP \nManager\, Institutional Business Development — Harding Loevner \nJason has over 20 years of industry experience. Prior to joining Harding Loevner\, he worked as an Investment Director at RS Investments and as a Vice President in Merrill Lynch’s Managed Solutions Group. He holds a B.A. in Business Administration and Health Administration from Rider University. \nJoined Harding Loevner in 2014 \n\n\n \n\nRay Vars CFA \nDirector of Investment Communications & Portfolio Specialist — Harding Loevner \nRay is a member of the Executive Committee and a partner of the firm with over 31 years of industry experience. Before joining Harding Loevner\, he co-founded North Road Capital Management and managed global equity strategies for 14 years. Previously a portfolio manager and analyst at Lazard Asset Management. B.A. in Political Science from Yale University. \nJoined Harding Loevner in 2017 \n\n\n\nSponsor: URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-11/ 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/web-still-lunch-and-learn.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:20260616T173000 DTEND;TZID=America/New_York:20260616T200000 DTSTAMP:20260621T083116 CREATED:20260519T200653Z LAST-MODIFIED:20260615T164401Z UID:98279-1781631000-1781640000@cfany.org SUMMARY:From Experimentation to Scale: Where Are You on the AI Curve? DESCRIPTION:OverviewArtificial intelligence has moved to operational reality across financial services. As the industry navigates this transformation\, wealth management and investment firms face a defining question: how do we move from pilots to production\, and what separates leaders from laggards? \nThis panel brings together industry leaders who are leading this transformation firsthand. You’ll hear insights from executives whose organizations span the full spectrum of AI adoption — from early-stage experimentation to mature\, enterprise-wide implementation. Whether your firm is just beginning its AI journey or scaling existing initiatives\, this discussion will provide practical frameworks\, honest lessons learned\, and forward-looking perspectives to inform your own approach. \n\nIn addition\, the event will feature live demonstrations from leading AI native platforms and solution providers. These interactive sessions are designed to give attendees a firsthand look at how AI is being applied across the financial services industry today. Participants will have the opportunity to engage directly with practitioners and walk away with practical frameworks\, tools\, and actionable skills.\n\nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \nD. Chris Tucker\, CFA\, CEO & Founder\, Greenwich Advisors \n\n6:00 PM | PANEL DISCUSSION \nModerator \nEmmanuel Uwakwe\, CFA\, Portfolio Manager\, Opto Investments \nPanelists \nAnkeet Dedhia\, Managing Director – Worldwide Financial Services\, Microsoft  \nLily Li\, Head of AI Adoption and Solutions\, Franklin Templeton \nMartin Oulmet\, PhD\, Director of Business Data & Analytics\, Brown Advisory \nJames Tsai\, Go to Market\, Financial Services\, Google Inc. \n\n6:45 PM | Q&A  \n\n6:55 PM | CLOSING REMARKS \nD. Chris Tucker\, CFA\, CEO & Founder\, Greenwich Advisors \n\n7:00 PM | AI DEMONSTRATIONS AND NETWORKING RECEPTION \nGold Sponsors: URL:https://cfany.org/event/ai-transformation-in-financial-services-turning-ambition-into-execution/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Conference / Seminar,Interest Group,Virtual Events & Programming,Wealth Management Group ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/05/web-tile-8.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:20260618T173000 DTEND;TZID=America/New_York:20260618T200000 DTSTAMP:20260621T083116 CREATED:20260421T174806Z LAST-MODIFIED:20260618T112158Z UID:97781-1781803800-1781812800@cfany.org SUMMARY:6th Annual Endowments & Foundations Event DESCRIPTION:OverviewAn Asset Owner Series™ Event \n\n\n\n\n\n6th Annual Endowments & Foundations Event\n\n\n\n\n Convening leading institutional investors\, CIOs\, and industry experts to examine the evolving investment landscape — and how these institutions are navigating today's complex markets while balancing long-term objectives. \n \n Topics covered \n \n \n \n \n \n \n \n Key investment themes and macroeconomic forces impacting endowments and foundations\n \n \n \n \n \n \n \n Strategic asset allocation approaches in a shifting market environment\n \n \n \n \n \n \n \n Perspectives on public and private markets\n \n \n \n \n \n \n \n Aligning investment strategies with mission priorities\n \n \n \n Institutional investors\n CIOs\n Asset allocation\n Private markets\n Mission-driven investing\n \n\n\nRegistration is now closed. Due to capacity limits\, we will not be accepting onsite registrations. No exceptions.                                 Registration is now closed. Due to capacity limits\, we will not be accepting onsite registrations. No exceptions.                                 \n\n\n Agenda \n\n \n 5:30 PM\n Registration \n \n \n 5:50 PM\n \n Opening Remarks \n Speaker \n Edward Ng\, CFA — Managing Director\, Head of the Americas Endowments\, Foundation\, and Healthcare\, BlackRock \n \n \n \n 6:00 PM\n \n Panel Discussion \n\n Moderator \n Daniel Loewy\, CFA — Chief Investment Officer and Head\, Multi-Asset and Hedge Fund Solutions\, Alliance Bernstein \n\n Panelists \n Sander Doucette\, CFA — Managing Director\, New York-Presbyterian \n Joyce Zhang\, CFA — Managing Director\, Investments\, Wallace Foundation \n Cynthia Haidar — Director\, Doris Duke Foundation \n Geeta Kapadia\, CFA — Chief Investment Officer\, Fordham University \n Scott Pittman — Senior Vice President and Chief Investment Officer\, Mount Sinai Health System \n Paula Volent\, CFA — Vice President & Chief Investment Officer\, The Rockefeller University \n \n \n\n \n 7:00 PM\n Q&A \n\n \n 7:10 PM\n \n Closing Remarks \n Speaker \n Edward Ng\, CFA — Managing Director\, BlackRock \n \n \n \n 7:15 PM\n Networking Reception \n \nGold Sponsors:Silver Sponsors: \n \nBronze Sponsor: URL:https://cfany.org/event/6th-annual-endowments-foundations-event/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/03/MAPC.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 END:VCALENDAR