Hybrid-CFA Society NY

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Hybrid-CFA Society NY

1540 Broadway, 10th Fl
New York, NY 10036 United States Get Directions

You may choose to attend this event virtually or in person at our offices.

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Leading with Feedback that Motivates Others

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview Effective organizational leaders, regardless of title, provide specific and timely feedback to those they interact with to motivate them and to change behavior, when necessary. During this workshop, you will review and practice using a simple model for providing meaningful feedback that works, regardless of whether feedback recipients are subordinates, peers, or [...]

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Conference / Seminar, Global Passport, Professional Development & Leadership, Student, Virtual Events & Programming

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The New Investment Playbook: Macro Resilience, AI, and the Future of Capital Markets

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The investment landscape is undergoing a profound transformation. The Federal Reserve has entered a definitive new era of leadership, and with this transition comes a fundamental recalibration of global macro strategy. At the same time, heightened geopolitical uncertainty, rapid advances in artificial intelligence, and shifting capital flows are forcing investors to rethink [...]

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Business Management, Conference / Seminar, Global Passport, Student, Virtual Events & Programming

Private Credit in the Cross Hairs

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview Josh Neren and David Groban, executives of credit-oriented investment firm Bracco Asset Management, will join Jeff Hooke, former investment banker and author, to discuss the state of the private credit market and its past (and possible future) investment returns.  Also, in brief, Mr. Hooke will present the findings of a seminal academic [...]

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Conference / Seminar, Interest Group, Performance & Risk Analytics, Virtual Events & Programming

Institutional Exit vs. Retail Entry: Rebalancing the Private Market Ecosystem

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview As private markets face a structural reset, navigating the shifting landscape requires a fresh playbook. Join us at this year's event as we break down the compounding liquidity squeeze, analyzing how a stalled market has fundamentally altered institutional investor priorities—sparking a definitive shift toward distributed paid capital (DPI) over the internal rate of return (IRR), [...]

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Alternative Investments, Conference / Seminar, Interest Group, Virtual Events & Programming

Beyond the Quant: AI’s Next Chapter in Investing

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview Artificial Intelligence is rapidly reshaping the investment landscape, moving beyond traditional quantitative models to transform research, portfolio construction, risk management, trading, and client engagement. As AI capabilities continue to evolve, investment professionals are exploring new opportunities to enhance decision-making, uncover insights, and drive innovation across the investment process. Join industry leaders and [...]

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Conference / Seminar, Data Science and Quantitative Investment Group, Interest Group, Virtual Events & Programming
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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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