Tuesday, Dec. 5 | 6:00- 8:00 PM Followed by a catered networking reception Fees Free | Members Only Register to Attend Candidate Nominations Nominations Committee Submit Online Application Form Download Application Form Board of Directors Submit Online Application Form Download Application Form [...]
Will tackle various issues including job hunting strategies, common pitfalls in interviewing and how to avoid them, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes. Finally, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry, but also their expectations during the next six months.
The 2nd Annual Public Pension Funds Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.
Keynote Speaker: Daniel Gamba, CFA (CFA Institute Board Member) - - Hors d’oeuvres and wine will be served at the reception. Complimentary member event.
Difficult conversations — whether you’re looking to move to a new role or seeking a revised compensation package — are an inevitable part of managing your career. How should you prepare for these types of discussions? How do you find the right words in the moment? And, how can you structure the exchange so that it goes as smoothly as possible?
In this conference we will bring together innovators, experts and practitioners utilizing artificial intelligence, alternative data, data science and technology to kickoff a series of events focused on the impact of these advances on the world of finance. Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry.
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and veteran requires a considerably deeper understanding of what is required for success than either appreciates. The challenge is significant. In 2014, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year. For many, both those who leave their jobs and those who stick it out, even many years in the civilian workforce can leave veterans unsure of the direction that will bring them satisfaction and success.
The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.
Institutional investors are concerned about market risk and political uncertainties while markets are at all-time highs. While many “managers” are well versed in traditional “buy and hold” or “long only” strategies, many do not have a solution for the inevitable correction, “left tail” risk or an unexpected political event.
Although a substantial part of the risk and return of any portfolio comes from asset allocation, the majority of investment professionals worldwide are currently focused on security selection. Join Pranay Gupta, CFA, as he questions this basic structure of the investment process and investment industry.
This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.
In this conference, we will bring together leading visionaries, entrepreneurs, investors and practitioners in blockchain, distributed ledger technology and cryptocurrency. The program will begin with a brief overview of blockchain technologies followed by a keynote speaker who will address the current landscape, including how the technology may impact charterholder careers. Finally, a panel of of leading entrepreneurs, investment professionals, and financial services professionals will discuss an overview of current use cases/projects both inside and outside financial services.
The people who have volunteered will be presenting a brief presentation on a stock of their choice. Audience members can then debate and discuss the merits of the investment and provide feedback to the presenter.
Explore the relentless expansion of Amazon into various sectors of the economy, and how it’s become a disruptive force over the past few decades.
With scientific research pointing towards escalation, it is imperative, if not inevitable, that capital markets better incorporate these risks and identify opportunities. What data gives us insight into what companies are doing to prepare for and solve these issues? How well are companies disclosing this data?
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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