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CFA Society New York

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India 2018 – Opportunity Calling

CFA Society New York 1540 Broadway, New York City, NY, United States

A candid no-holds barred discussion, with C-suite leaders from the investment management industry in India, on the path and roadblocks to India becoming the fourth largest economy in the next 5-7 years. Is India on a path to sustainable growth? Will current macro and microeconomic indicators support this growth? What are the inherent risks and challenges of doing business in India, and what are the mitigating factors, if any? What are current and upcoming investment opportunities in India? How does India stack up vis-à-vis other emerging economies?

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Sponsored Event*

Professional Review Day

CFA Society New York 1540 Broadway, New York City, NY, United States

Join the Career Development Group and CFA Society New York on June 5th for an exclusive opportunity at our Professional Review Day. This day contains four individual elements where each participant can register for any of these elements. These elements vary from enhancing an elevator pitch, professionally reviewed resumes, professional headshot, and a Linkedin panel. Each of these elements is designed to help you grow professionally.

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Career Development, Membership Committee, Young Leaders

Annual PE/VC Conference: Perspectives from Allocators and Managers

CFA Society New York 1540 Broadway, New York City, NY, United States

This conference brings together leading private equity and venture capital fund managers and allocators to learn how they pick winners, add value, and deliver returns. Our speakers discuss their experiences fundraising, investing in private companies and funds, how they manage their portfolios, and their expectations for the future.

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Alternative Investments

3rd Annual GIPS Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards and hear from industry experts on how they implement the standards and other performance measurement analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

How to Build & Launch a New Business

CFA Society New York 1540 Broadway, New York City, NY, United States

Join us for a series of fireside chats with four accomplished entrepreneurs who have leveraged their backgrounds as industry practitioners to launch successful businesses in financial services. Hear firsthand why they decided to pursue their own venture, how each of them made the transition, and what lessons they have learned over the years. The format of the event is intended to encourage active dialogue between speakers and attendees so take advantage of the opportunity to learn about the entrepreneurial spirit. The program will conclude with a catered reception and an open networking session so reserve your spot now!

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Business Management, Young Leaders

25th Anniversary of Financial Shenanigans with Howard Schilit

CFA Society New York 1540 Broadway, New York City, NY, United States

The author of the bestselling classic Financial Shenanigans will be at CFANY in person to discuss his brand-new 25th anniversary edition of Financial Shenanigans. Schilit has been called the “Sherlock Holmes of Accounting” for finding corporate frauds. In a review, he will walk us through his latest edition and bestow investors with the tools they need to detect various "accounting gimmicks & fraud" in financial reports.

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Book Club & Author Series, Financial Reporting and Analysis

2nd Annual Green Bonds Event

CFA Society New York 1540 Broadway, New York City, NY, United States

Since the introduction of the Green Bond Principles by the ICMA in January 2014 and the negotiation at the end of 2015 as well as subsequent adoption of the Paris Climate Agreement by 196 signatories, the issuance of labelled green bonds has increased substantially. Cumulatively, about $350 billion in green bonds have been issued since the first green bond was launched in 2007. Last year, $155.4 billion in green bonds came to market, an increase of 66% versus 2016 and a four-fold increase since 2014. Issuers from across the globe included supranational institutions, corporations, banks and other financial entities, sovereign and sub-sovereign issuers, including municipalities in the US, as well as structured transactions.

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Sustainable Investing

MIFID II: How It Will Impact Your Business

CFA Society New York 1540 Broadway, New York City, NY, United States

Our panel of experts will explore the new regulation known as “Markets in Financial Instruments Directive” (MiFID II), a policy directive that will have far reaching consequences for all financial services firms. The central theme of this regulation is increased transparency and safeguards for investors and has direct implications for areas such as treatment of soft dollars, research and data access, break evens for small and emerging managers and beyond. Currently only a European regulation, this is highly likely to at least impact firms operating in the US and yet the implications are still poorly understood by the investing world. We will explore the positives and the negatives to this legislation and its effect on investment firms.

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Business Management

1st Central Bank and Reserve Funds Summit

CFA Society New York 1540 Broadway, New York City, NY, United States

Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets.

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Asset Owner Series

1st Multilateral Development Bank Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

CFA Society New York's Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally.

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Asset Owner Series
Featured Featured

Integrating ESG Factors in Equity and Fixed Income

CFA Society New York 1540 Broadway, New York City, NY, United States

This half-day event will feature a keynote speaker, followed by a panel of senior investment professionals discussing the integration of ESG factors in the investment decision process. Four high profile asset managers will share their strategies and processes for incorporating ESG into broad investment approaches versus, or simultaneously, having specific-ESG or ESG-themed investment products available Speakers will address the drivers behind this holistic ESG integration approach, associated challenges and opportunities, and the tradeoffs in today’s investment landscape.”

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Free for Members, Sustainable Investing

4th Annual Real Estate Outlook Event

CFA Society New York 1540 Broadway, New York City, NY, United States

The Alternative Investment Group’s 4th Annual Real Estate Outlook event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening will begin with a broad overview of real estate market trends, and continue with a focus on niche and emerging real estate asset classes.

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Alternative Investments

3rd Annual Single Family Office Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

The 3rd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space

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Asset Owner Series

2nd Annual Institutional Investment Consulting Roundtable

CFA Society New York 1540 Broadway, New York City, NY, United States

The 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the "short list" of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market.

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Asset Owner Series, Industry Conference
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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