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DTSTART;TZID=America/New_York:20230823T180000
DTEND;TZID=America/New_York:20230823T193000
DTSTAMP:20260622T191751
CREATED:20230517T172732Z
LAST-MODIFIED:20230828T191204Z
UID:78200-1692813600-1692819000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-65/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T180000
DTEND;TZID=America/New_York:20230913T193000
DTSTAMP:20260622T191751
CREATED:20230517T172919Z
LAST-MODIFIED:20230828T191154Z
UID:78202-1694628000-1694633400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-66/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T083000
DTEND;TZID=America/New_York:20230919T160000
DTSTAMP:20260622T191751
CREATED:20230718T205842Z
LAST-MODIFIED:20230925T212253Z
UID:79512-1695112200-1695139200@cfany.org
SUMMARY:Filling the Global ESG Gap Before It's Too Late!
DESCRIPTION:OverviewThe financial services industry has a long way to go to play its part in ESG and DEI change. With time running out\, hear from global asset owners\, local and federal government officials and other SDG experts about what we can do and how. \nAgenda8:30 AM | REGISTRATION \n\n8:55 AM |OPENING REMARKS \nThomas Brigandi\, CFA\, Chair\, CFA Society New York Board; Founder\, CFA Society New York Asset Owner Series \n\n9:00 AM | WHAT DOES BLENDED FINANCE NEED TO FILL THE SUSTAINABLE DEVELOPMENT FUNDING GAP? \nIntroduced by: Kamil Homsi\, CEO\, GRC Investment Group  \nModerator \nKrishnan Sharma\, Chief\, Strategic Engagement Unit\, Financing for Development Office\, United Nations \nPanelists \nJay Collins\, Vice Chairman of Banking\, Capital Markets\, & Advisory\, Citi \nDr. Nnamdi Igbokwe\, Director\, Thought Leadership\, Convergence \nEmelly Mutambatsere\, Manager\, Development Impact Dept.- International Finance Corp.\, World Bank \nYana Watson Kakar\, Managing Director and Head of Americas\, CDPQ \n\n10:00 AM | CAN SOVEREIGN BONDS CHANNEL INVESTMENTS TOWARD SUSTAINABLE DEVELOPMENT? \nIntroduced by: Mike Kroll\, Ph.D.\, ESG Integration & Account Manager\, Senior Lead\, Responsible Alpha \nModerator \nTom Beloe\, Chief of Programme at Sustainable Finance Hub\, UNDP \nPanelists \nJorge Ordonez\, Director\, Global ESG Sovereign Solutions\, Citi \nMaria del Pilar Garrido Gonzalo\, Director for Development Cooperation\, OECD \nMarie Ottosson\, Deputy Director-General\, Sida \nThomas Tayler\, Head of Climate Finance\, Aviva Investors \nSvetlana Klimenko\, Global Lead for Sustainable Finance\, World Bank \n\n11:00 AM | PANEL \nIntroduced by: Katie Kolchin\, CFA\, Managing Director & Head of Research\, SIFMA \nModerator \nDr. Hubert Danso\, CEO & Chairman\, Africa investor (Ai) Group\, Chair\, CFA Asset Owners Council \nPanelists \nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \nJay Collins\, Vice Chairman of Banking\, Capital Markets\, & Advisory\, Citi \nErich Cripton\, Director\, Business Relations\, CDPQ Global \nJarred Glansbeek\, Executive Director\, Chief Investment Officer\, RisCura \nPedro Guazo\, Chief Executive- Office of Investment Management\, UN Joint Staff Pension Fund  \nMahesh K. Kotecha\, CFA\, President\, Structured Credit International Corp \nGuly Sabahi\, Senior Advisor on Climate Finance\, NDC Partnership \n\n12:00 PM | LUNCH \n\n1:00 PM | PANEL \nIntroduced by: Deepika Sharma\, CFA\, Director\, BlackRock \nModerator \nJoyce Cacho\, CFA\, CAMS\, CEO & President\, Adinura Advisory Services\, Inc.  \nPanelists \nSamantha Hill\, Managing Director\, Sustainable Investing\, CPP Investments \nAriel Nicholas\, VP\, Climate Sales Specialist\, MSCI \nJuan Manuel Veron\, CFA\, CIO\, México\, Principal Financial Group México \n\n2:00 PM | COFFEE BREAK \n\n2:15 PM | KEYNOTE \nIntroduced by: Thomas Brigandi\, CFA\, Chair\, CFA Society New York Board; Founder\, CFA Society New York Asset Owner Series \nBrad Lander\, Comptroller\, New York City \n\n3:00 PM | CLOSING REMARKS \nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System  \n\n3:05 PM | RECEPTION \nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager Selection\nManager Monitoring\nESG Integration\n\nPlatinum SponsorSponsors
URL:https://cfany.org/event/filling-the-global-esg-gap-before-its-too-late/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/07/Filling-the-Global-ESG-Gap.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T173000
DTEND;TZID=America/New_York:20230920T210000
DTSTAMP:20260622T191751
CREATED:20230901T143052Z
LAST-MODIFIED:20250512T202603Z
UID:80697-1695231000-1695243600@cfany.org
SUMMARY:Pacific Alliance Leaders ESG Summit
DESCRIPTION:OverviewThis Asset Owner Series Summit will take a comprehensive look at topics directly affecting Latin American asset owners and companies. Hear from policy makers\, international investors\, asset managers and owners\, and other experts on the most pressing issues facing Latin American investments today. Presenters will discuss political considerations on a regional and international scale\, changing economic and regulatory policies that are impacting investment decisions\, and ongoing risks. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nMelvin Escudero\, CFA\, Founder & CEO\, El Dorado Asset Management\, Chairman of the Council for Latam & Caribbean\, CFA Institute. \nThomas Brigandi\, CFA\, Chair\, CFA Society New York Board; Founder\, CFA Society New York Asset Owner Series \n\n6:05 PM | OPENING REMARKS \nRosa Bueno\, President Pro Tempore\, Pacific Alliance Business Council \nRosario Navarro\, President of the Chilean Chapter\, Pacific Alliance Business Council \nBruce Mac Master\, President of the Colombian Chapter\, Pacific Alliance Business Council \n\n6:15 PM | SPECIAL PRESENTATION \n Alex Contreras\, Minister\, Peruvian Ministry of Finance \n\n6:25 PM | PACIFIC ALLIANCE COUNTRIES OUTLOOK AND INVESTMENT OPPORTUNITIES \nModerator \nSantiago Rojas Arroyo\, North Regional Manager\, CAF\, Development Bank of Latin America \nPanelists \nDiego Pereira\, Managing Director\, J.P. Morgan \nMartin Benitez\, Head of Institutional Clients\, Larrain Vial \nGuy Nae\, Head of Public Sector\, Google Cloud SpLatam \n\n7:00 PM | PROMOTING BUSINESS AND INVESTMENT OPPORTUNITIES IN THE PACIFIC ALLIANCE \nModerator  \nFabrizio Opertti\, Manager of Trade and Integration\, Inter-American Development Bank \nPanelists \nAlberto van Klaveren Stork\, Ministry of Foreign Affairs\, Republic of Chile \nGermán Umaña\, Minister of Trade\, Industry and Tourism\, Republic of Colombia \nJuan Carlos Mathews\, Minister of Foreign Trade and Tourism\, Republic of Peru \n\n7:35 PM | CLOSING REMARKS \nAna Cecilia Gervasi\, Minister of Foreign Affairs\, Republic of Peru \n\n7:40 PM | SPECIAL PRESENTATION: “THE PACIFIC ALLIANCE: NEW CHALLENGES” \nDina Boluarte\, President\, Republic of Peru\, Pro Tempore President\, Pacific Alliance Business Council \n\n8:00 PM | NETWORKING PACIFIC ALLIANCE COCKTAIL \nAdditional DetailsLearning Outcomes
URL:https://cfany.org/event/pacific-alliance-leaders-esg-summit/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/09/Pacific-Alliance-Leaders-ESG-Summit-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230921T173000
DTEND;TZID=America/New_York:20230921T200000
DTSTAMP:20260622T191751
CREATED:20230504T205131Z
LAST-MODIFIED:20230925T213038Z
UID:77803-1695317400-1695326400@cfany.org
SUMMARY:Cyber Crisis: The AI Risk You Missed
DESCRIPTION:OverviewCyber risk is rising on AI\, virtual reality\, tokenization and more. This means greater immediate risk to your company and the assets you manage. \nThis event will share best practices that you can employ to ensure a secure environment and provide you with the tools to identify the corporate risks to your employer and the risks to your portfolios. \nThis event is hosted by CFA Society New York’s Toastmasters and the Business Management Group. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | INTRODUCTION \nAlton Crooks\, CFA\, Managing Principal\, Fidelis Capital \n\n6:05 PM | PANEL DISCUSSION \nModerator \nKhajag Geukjian\, CFA\, Managing Consultant\, Murex North America Inc. \nPanelist \nNaseem Akbar\, CISSP\, CISM\, Identity & Access Management – Cybersecurity\, EY \nClarence Foster\, Business Information Security Officer (BISO)\, T-Mobile \nSandy Kapoor\, CISSP\, CISO & Global Head of IT Services\, FlexTrade Systems \nJohn Kroeger\, Managing Director of IT\, Diamond Hill Capital Management  \nMiguel Segimon\, Chief Information Security Officer (CISO)\, Americas\, Amundi \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nChris Flens-Batina\, Business Intelligence Analyst\, Vonage \n\n7:00 PM | NETWORKING RECEPTION  \nAdditional DetailsLearning Outcomes \n\nCybersecurity latest developments\nAI\, and other new tech\nTech cost benefit analysis\n\nSponsor
URL:https://cfany.org/event/cyber-crisis-ai-risk/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Toastmasters,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/05/Image20230907171546.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T180000
DTEND;TZID=America/New_York:20230927T193000
DTSTAMP:20260622T191751
CREATED:20230517T173712Z
LAST-MODIFIED:20230828T191125Z
UID:78204-1695837600-1695843000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-67/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231003T173000
DTEND;TZID=America/New_York:20231003T203000
DTSTAMP:20260622T191751
CREATED:20230808T210444Z
LAST-MODIFIED:20231130T160712Z
UID:79746-1696354200-1696365000@cfany.org
SUMMARY:4th Institutional Investment Consulting Roundtable
DESCRIPTION:OverviewThe world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) is undergoing a remarkable transformation. As the financial industry continues to evolve\, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities\, particularly in the realms of due diligence and manager selection processes. To gain a comprehensive understanding of these emerging trends and learn how to strategically align your firm\, we invite you to join us at this upcoming event. Here\, you will have the unparalleled opportunity to discover the latest developments and gain insights that will empower your firm to thrive in this rapidly changing environment. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\n6:05 PM | KEYNOTE \nDavid Bianco\, CFA\, Chief Investment Officer\, Americas\, DWS \n\n6:20 PM | PANEL DISCUSSION \nModerator \nJason Josephiac\, CFA\, CAIA\, Research Consultant \nPanelists \nMike Chase\, Partner\, Head of Endowments & Foundations and OCIO\, Fiducient Advisors \nBill Kennedy\, CFA\, CEO & Chief Investment Officer\, RiskBridge Advisors \nTimothy McEnery\, CFA\, Managing Director and Senior Consultant\, Verus \nRich Nuzum\, CFA\, Executive Director\, Investments & Global Chief Investment Strategist\, Mercer \nFloyd Simpson III\, CFA\, CAIA\, CFP\, Director\, PFM Asset Management LLC \n\n7:20 PM | CLOSING REMARKS \nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\n7:30 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nComprehend Evolving Industry Trends\nMaster Modern Due Diligence Strategies\nNavigate Manager Selection\nStrategically Position Your Firm\n\nSponsored by:
URL:https://cfany.org/event/4th-institutional-investment-consulting/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/08/4th-Institutional-Investment-Consulting-Roundtable.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231005T133000
DTEND;TZID=America/New_York:20231005T190000
DTSTAMP:20260622T191751
CREATED:20230814T182036Z
LAST-MODIFIED:20241031T160742Z
UID:79819-1696512600-1696532400@cfany.org
SUMMARY:How Generative AI is Transforming the Investment Process
DESCRIPTION:OverviewBlackrock says\, “data is the new alpha.” Whether you’re a portfolio manager\, sell-side analyst or investment banker\, harnessing the power of data demands investment in new tools\, processes and skills – and Generative AI is changing how we think about all of it. \nThis conference will help you understand how Generative AI will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions. \nAgenda1:30 PM | REGISTRATION \n\n1:50 PM | WELCOME & INTRODUCTION \n\n2:00 PM | THE CHANGING DATA LANDSCAPE: IS MORE BETTER? \nModerator \nAmy Young\, CFA\, Industry Digital Strategist\, Microsoft \nPanelists  \nDavid Coluccio\, Managing Director\, Head of Channels\, S&P Global Market Intelligence \nNiall Hurley\, CEO\, Eagle Alpha \nKieran Kennedy\, Head of Marketplace\, Snowflake \nDmitri Sedov\, Group Head\, Data Intelligence\, LSEG  \n\n3:00 PM | HOW GENERATIVE AI IS SUPER-CHARGING DATA-DRIVEN INVESTING \nModerator \nChris Thomas\, Head of Technology\, Slalom Element \nPanelists  \nVijay Saraswat\, PhD\, Head\, Data and Insights\, Fidelity Management and Research \nConor Twomey\, Head of Customer Success\, KX \nSean Walsh\, Capital Markets – Data Transformation\, Citigroup \n\n4:00PM | HOW THE EVOLVING INVESTMENT DESKTOP CAN HELP NON-QUANTS DO “QUANTY” THINGS  \nModerator \nTim Baker\, CFA\, Managing Director\, Expero Inc. \nPanelists  \nMatthew Angrist\, Global Head\, Buy Side Sales\, AlphaSense  \nJonathan Berkow\, CFA\, Director of Quant & Data Science\, Alliance Bernstein \nChristopher Coulthrust\, Cloud Architect \, Data & AI\, Microsoft  \nMahesh Narayan\, SVP Institutional Asset Management\, Arcesium LLC \n\n5:00 PM | HOW TO MANAGE YOUR ASSET MANAGEMENT CAREER IN THE ERA OF GENERATIVE AI \nModerator \nMark Pronchick\, Search Consultant\, Dore Partnership \nPanelists \nChristos Koutsoyannis\, Ph.D.\, Chair\, Data Science & Quantitative Investing Group \n \nKen D’ Souza\, CFA\, Managing Director and Portfolio Manager\, PGIM Quantitative Solutions \nJoyce Shen\, Investment and Operating Partner\, Tenfore Holdings\, Adjunct Faculty\, UC Berkeley \n\n6:00 PM | CLOSING REMARKS \n\n6:05 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/genai-is-transforming-investment-research/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Fintech Thought Leadership Group,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/08/How-GenAI-is-Transforming-the-Investment-Research-Process-v3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231011T173000
DTEND;TZID=America/New_York:20231011T200000
DTSTAMP:20260622T191751
CREATED:20230912T180536Z
LAST-MODIFIED:20240912T204849Z
UID:80941-1697045400-1697054400@cfany.org
SUMMARY:Fall Employment Outlook
DESCRIPTION:OverviewMembers considering a new position or hoping to properly prepare themselves for an eventual move will benefit from hearing about trends from the top of the financial services job market. The “Fall Employment Outlook” is a pivotal event tailored for members at the cusp of their career transitions. Whether you’re contemplating a new role or strategizing to prime yourself for a future shift\, this gathering offers invaluable insights. Delve deep into the evolving landscape of the financial services job market\, with a keen focus on emergent trends\, as viewed from industry frontrunners. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nRandall Thomas\, Chair\, Career Development Group \n\n6:00 PM | KEYNOTE SPEAKER \nRoy Cohen\, Career Coach \n\n6:20 PM | EMPLOYMENT PANEL DISCUSSION \nModerator \nPeter Tannenbaum\, President\, Ramax Search\, Inc. \nPanelists \nRobert Pestreich\, Founder and Managing Partner\, Harrison Stone\, LLC. \nAndrew Smith\, Director\, Long Ridge Partners \n\n6:50 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nLiliana Kleyman\, CFA\, Vice Chair\, Career Development Group \n\n7:00 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstanding Market Dynamics\nPredicting Future Trends\nNetworking and Collaboration\nSkill Alignment and Enhancement
URL:https://cfany.org/event/fall-employment-outlook-2/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/09/23.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231025T180000
DTEND;TZID=America/New_York:20231025T193000
DTSTAMP:20260622T191751
CREATED:20230517T174255Z
LAST-MODIFIED:20230828T191058Z
UID:78208-1698256800-1698262200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-69/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T180000
DTEND;TZID=America/New_York:20231108T193000
DTSTAMP:20260622T191751
CREATED:20230517T174407Z
LAST-MODIFIED:20230828T191109Z
UID:78210-1699466400-1699471800@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-70/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231129T173000
DTEND;TZID=America/New_York:20231129T200000
DTSTAMP:20260622T191751
CREATED:20231016T173724Z
LAST-MODIFIED:20240215T162129Z
UID:81323-1701279000-1701288000@cfany.org
SUMMARY:9th Annual Veterans in Transition Symposium
DESCRIPTION:OverviewJoin our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling long-term career decisions. \nAgenda5:30 PM | REGISTRATION  \n\n5:55 PM | WELCOME REMARKS | INTRODUCE KEYNOTE SPEAKER \nWon Palisoul\, Chair of Veterans Roundtable\, CFA Society New York \n\n6:05 PM | KEYNOTE SPEAKER \nThe Honorable Dr. Kimberly McClain\, Assistant Secretary\, Congressional & Intergovernmental Relations\, U.S. Department of Housing and Urban Development \n\n6:20 PM | VETERAN TRANSITION PANEL  \nModerator \nLance Widner\, CFA\, CFP\, US Navy  \nPanelists \nMichael Bocchini\, Senior Director of Veterans’ Claims Services\, NYC Department of Veterans’ Services \nBenjamin Martinez\, Vice President\, Everside Capital Partners \nMaster Sergeant Lorena J. Wilson\, Senior Enlisted Leader\, US ARMY \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\,FRM\, Treasurer\, CFA Society New York  \n\n7:15 PM | NETWORKING RECEPTION \nSponsor
URL:https://cfany.org/event/9th-annual-veterans-in-transition-symposium/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Veterans,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/10/Veterans-Symposium-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231129T180000
DTEND;TZID=America/New_York:20231129T193000
DTSTAMP:20260622T191751
CREATED:20230517T174508Z
LAST-MODIFIED:20230901T192553Z
UID:78212-1701280800-1701286200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-71/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T180000
DTEND;TZID=America/New_York:20231206T200000
DTSTAMP:20260622T191751
CREATED:20230122T232052Z
LAST-MODIFIED:20240603T155240Z
UID:81090-1701885600-1701892800@cfany.org
SUMMARY:8th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThis roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums amid inflation\, rising interest rates\, emerging market political headwinds\, global growth concerns and ongoing volatility spikes when you participate in this conference. \nTopics covered in presentations will include manager search and selection\, the increased impact of changing public policy in emerging markets\, and investment officers’ broader outlook in the face of these global investment pressures. \nThis event is co-organized by IWIN \nAgenda5:30 PM | REGISTRATION  \n\n5:50 PM | INTRODUCTION \nLaura Malvaez\, Chair of the Board\, IWIN  \n\n6:00 PM | PANEL DISCUSSION \nModerator \nStewart Foley\, CFA\, Managing Partner\, Insurance AUM Journal \nPanelists \nDimitry Foux\, CFA\,  Regional Chief Investment Officer\, Enstar Group \nMike Huff\, CFA\, PRM Managing Director – Head of Asset Allocation & Derivatives\, TIAA \nAmy Stepnowski\, President\, HIMCO & CIO\, The Hartford \nKaryn Williams\, RIM/CIO North America\, Zurich Global Investment Management \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nDaniel Fridson\, Managing Director\, McCarvill Capital Partners \n\n7:00 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \nAsset Allocation: Strategies for volatile market conditions and inflation concerns. \nManager Selection: Techniques for identifying and engaging effective investment managers. \nEmerging Market Policies: Navigating investment decisions amidst evolving regulatory environments. \nCo-OrganizerSponsorsGold SponsorsSilver SponsorsBronze Sponsors
URL:https://cfany.org/event/8th-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/01/8th-Annual-Insurance-Company-CIO-Roundtable-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231214T113000
DTEND;TZID=America/New_York:20231214T133000
DTSTAMP:20260622T191751
CREATED:20231016T181036Z
LAST-MODIFIED:20250203T191856Z
UID:81333-1702553400-1702560600@cfany.org
SUMMARY:2024 Energy Markets Outlook
DESCRIPTION:OverviewThe energy markets have a massive impact on many subsectors and\, increasingly\, public policies. As most of the OECD countries are entering winter\, the focus is on now on. Attend to hear the brightest minds on energy talk about their outlooks. \nAgenda11:00 AM | REGISTRATION \n\n11:30 AM | LUNCH \n\n12:15 PM | WELCOME REMARKS \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \n\n12:20 PM | PANEL DISCUSSION \nModerator \nPaul Benjamin\, CFA\, Former Director of Investments\, Alcoa \nPanelists \nJoAnne Bianco\, CFA\, Partner\, BondBloxx Investment Management \nVincent Piazza\, CFA\, Senior Analyst – North American E&Ps\, Bloomberg L.P. \nStephanie Potter\, Director of Sustainable Solutions\, S&P Global \nCayla Seder\, Macro Multi-Asset Strategist\, State Street \n\n1:30 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \nAdditional DetailsLearning Outcomes \n\nExamine current expectations about market conditions \nLearn from influential asset managers and market strategists \nHear market managers’ strategic direction in the new year \n\nSponsorshipCFA NY thanks the following conference sponsors:
URL:https://cfany.org/event/2024-energy-markets-outlook/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Institutional Asset Management,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/10/2024-Energy-Markets-Outlook-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240110T180000
DTEND;TZID=America/New_York:20240110T193000
DTSTAMP:20260622T191751
CREATED:20231219T184509Z
LAST-MODIFIED:20240105T162152Z
UID:82164-1704909600-1704915000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-73/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240111T083000
DTEND;TZID=America/New_York:20240111T173000
DTSTAMP:20260622T191751
CREATED:20231102T174803Z
LAST-MODIFIED:20250609T184116Z
UID:81505-1704961800-1704994200@cfany.org
SUMMARY:7th Annual Data Science in Finance Conference
DESCRIPTION:OverviewIn recent years the topics of Data Science\, Artificial Intelligence\, Machine Learning\, and Big Data have become increasingly popular. This growth has been fueled by the collection and availability of new data; increasing processing power and storage\, and the open-source movement continue to make tools more widely available. As a result\, we have already witnessed profound changes to how we work\, rest\, and play… and this trend will only continue. How has the world of finance\, and investment managers in particular\, been impacted by this trend? Join us to explore what Data Science means for finance professionals. \nPresented in conjunction with The Society of Quantitative Analysts (SQA) and the Quantitative Investing Group.  \nAgenda8:30 AM | REGISTRATION  \n\n8:55 AM | INTRODUCTION \n\n9:00 AM | NEW NEWS IS BAD NEWS \nSpeaker \nHarry Mamaysky\, Professor of Professional Practice\, Columbia Business School \nDiscussant \nYu Yu\, Director of Data Science\, BlackRock \n\n10:00 AM | DOES OVERNIGHT NEWS EXPLAIN OVERNIGHT RETURNS? \nSpeaker \nPaul Glasserman\, Professor\, Columbia Business School  \nDiscussant \nYin Luo\, CFA\, CPA\, CGMA\, Vice Chairman\, Wolfe Research \n\n11:00 AM | COFFEE BREAK \n\n11:15 AM | A SURVEY ON QUANTUM MACHINE LEARNING: CURRENT TRENDS\, CHALLENGES\, OPPORTUNITIES\, AND THE ROAD AHEAD \nSpeaker \nAlberto Marchisio\, Research Group Leader\, New York University (Abu Dhabi) \nDiscussant \nTBD \n\n12:15 PM | LUNCH \n\n1:15 PM | A UNIFIED FRAMEWORK FOR FAST LARGE-SCALE PORTFOLIO OPTIMIZATION (NEW RESULTS) \nSpeaker \nTBD \nDiscussant \nReha Tutuncu\, Head of Portfolio Research\, Point72 Asset Management \n\n2:15 PM | LEVERAGING ALTERNATIVE DATA AND DATA SCIENCE \nSpeaker \nIrene Aldridge\, CEO\, AbleMarkets \nJonathan Berkow\, CFA\, Director of Quant and Data Science\, Alliance Bernstein \nDan Duggan\, PhD\, VP\, Goldman Sachs Investment Research\, Goldman Sachs & Co. LLC \nSameer Gupta\, Head of Generative AI Shared Services & Data Engineering\, Point72 \nDiscussant \nIngrid Tierens\, PhD\, CFA\, Head of Data Strategy\, Global Investment Research (GIR)\, Goldman Sachs & Co. LLC \n\n3:15 PM | COFFEE BREAK \n\n3:30 PM | ASSESSING LABOR MARKET INEQUALITY & DISCRIMINATION IN FINANCE THROUGH BIG DATA \nSpeaker \nKriste Krstovski\, Associate Research Scientist & Adjunct Professor\, Columbia Business School \nDiscussant \nCarole Crawford\, CFA\, NACD.DC\, Managing Partner\, fincap360 \n\n4:30 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nGain an understanding of various big data techniques;\nLearn new algorithms for investment analysis;\nReview how data science is applied in various industries.\n\nWho would be interested in this event: \nAnalysts\, Portfolio Managers and other practitioners interested in how machine learning\, artificial intelligence\, and other data science techniques can be used in financial and other sectors.
URL:https://cfany.org/event/actions-7th-annual-data-science-in-finance-conference/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/11/Image20240103111618.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240207T180000
DTEND;TZID=America/New_York:20240207T193000
DTSTAMP:20260622T191751
CREATED:20231219T184737Z
LAST-MODIFIED:20231221T221558Z
UID:82168-1707328800-1707334200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-75/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240215T180000
DTEND;TZID=America/New_York:20240215T200000
DTSTAMP:20260622T191751
CREATED:20240102T200302Z
LAST-MODIFIED:20240628T155059Z
UID:82256-1708020000-1708027200@cfany.org
SUMMARY:6th Annual Single Family Office Conference
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThe 6th 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. Join us for a day of engaging discussions and presentations from renowned experts in the field. \nAgenda5:30 PM | REGISTRATION  \n\n5:50 PM | INTRODUCTION \nDaniel Fridson\, Managing Director\, McCarvill Capital Partners \n\n6:00 PM | PANEL DISCUSSION \nModerator \nLindsey Rubinstein\, Senior Executive & Managing Director\, Opus Capital Management LLC \nPanelist \nBrian DeLucia\, Managing Partner\, Arrivato LLC \nThomas Higgins\, Co-Founder and Managing Partner\, Terra Capital \nSonny Saksena\, CAIA\, CIO\, Maihar Group \nAron Slone\, CIO\, SLOFO\, LLC \nDivya Tandon\, Managing Partner\, SJI \nDerek Wallis\, COO\, 33 Capital Management \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nDaniel Fridson\, Managing Director\, McCarvill Capital Partners \n\n7:15 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/6th-annual-single-family-office-conference/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/01/6th-Annual-Single-Family-Office-Conference-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240724T173000
DTEND;TZID=America/New_York:20240724T200000
DTSTAMP:20260622T191751
CREATED:20240425T190830Z
LAST-MODIFIED:20241010T171106Z
UID:84460-1721842200-1721851200@cfany.org
SUMMARY:Outsourced CIO Event
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThis Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear the investment views of several of the region’s most prominent professionals. \n    In-person registration will close exactly 24hrs before the start of the event.    In-person registration will close exactly 24hrs before the start of the event.Agenda5:00 PM | REGISTRATION\n\n\n5:25 PM | INTRODUCTION \n\n5:30 PM | FIRESIDE CHAT  \nChristopher Brockmeyer\, Director of Employee Benefit Funds\, Broadway League \nJason Lamin\, Founder & CEO\, Lenox Park Solutions\, Inc. \n\n6:00 PM | PANEL DISCUSSION \nModerator \nLindsey Rubinstein\, Senior Executive & Managing Director\, Opus Capital Management LLC \nPanelist \nOlaolu Aganga\, Partner\, US Chief Investment Officer\, Mercer \nJeffrey Blazek\, CFA\, Head of the US Northeast & Midwest Endowment & Foundation Practice\, Cambridge Associates \nThomas Kennelly\, Head of OCIO Investment Strategy\, State Street Global Advisors \nTimothy Ng\, Senior Consultant & Research Forum Committee Member\, Fiducient Advisors \nFloyd Simpson III\, CFA\, CAIA\, CFP\, Director\, PFM Asset Management \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \n\n7:15 PM | NETWORKING RECEPTION \n\nGold Sponsor
URL:https://cfany.org/event/aos-outsourced-cio/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/03/Image20240606105046.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240910T180000
DTEND;TZID=America/New_York:20240910T193000
DTSTAMP:20260622T191751
CREATED:20240807T141025Z
LAST-MODIFIED:20250203T192638Z
UID:85433-1725991200-1725996600@cfany.org
SUMMARY:CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser
DESCRIPTION:OverviewWith the Level I CFA exam date around the corner\, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury\, ACA\, CFA\, CFA Exam instructor at Kaplan Schweser\, JP Chapa\, Executive Director at J.P. Morgan\, and a CFA Society New York member who recently earned the CFA charter. \nTake advantage of this unique event to expand your network of candidates and get tips on how to pass Level I and prepare for the next levels of the CFA exam. You’ll also: \n\nAccess to expert CFA Exam instructors: CFA Exam: Insider Secrets will help you develop a winning exam strategy with the help of experienced CFA Exam instructors.\nNetwork with other CFA Candidates: Start building your professional network before you pass the charter! Connections you make at this event are a great way to meet other CFA candidates\, expand your career network\, motivate each other\, and learn about the many different career paths available to you.\nLearn about the benefits of belonging to CFA Society New York.\n\nSpecial offer: Apply to become a candidate member for $100 by August 30th and attend this event for free! Click here to submit your candidate member application\, provide references and sign professional conduct statement and once you are approved you will be automatically registered for the Level I event. Space is limited! \nEXCLUSIVE ONSITE GIVEAWAY:  One Live In-Person 3-Day Review Workshop in NYC at CFA Society New York (for your choice of either the November 2024\, February 2025\, or May 2025 CFA Level I exam) will be raffled off at the conclusion of the in-person event. One winner will be randomly selected from the in-person attendees. No purchase necessary. Void where prohibited. Estimated value ~ $799 – $849. \nThis event is for Level I Candidates only.\nClick ‘Register to Attend’ to find out if you qualify.Agenda5:30 PM | REGISTRATION \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n6:00 PM | WELCOME REMARKS FROM CFA SOCIETY NEW YORK  \n\n6:05 PM | CFA EXAM: INSIDER PERSPECTIVES \nCFA Exam Instructor:  \nAmy Drury\, CFA\, Kaplan Schweser Instructor \nEmployer: \n Juan Pablo Carreto Chapa\, CFA\, Executive Director\, JP Morgan \nVolunteers: \nBrian Carstens\, CFA\, Investment Banking Associate\, ThinkEquity \nMichele Chiacchio\, CFA\, Structured Products\, Antares Capital LP \nAndrew Garson\, CFA\, Institutional ETF Specialist\, Invesco \nEmma Glessner\, Advisory Investment Specialist\, UBS \nJudy Lagrou\, Editorial Intern\, CNBC \n\n6:45 PM | NETWORKING SESSION \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n7:15 PM | RAFFLE GIVEAWAY WINNER ANNOUNCED 
URL:https://cfany.org/event/cfa-exam-level-1-insider-secrets/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240923T103000
DTEND;TZID=America/New_York:20240923T160000
DTSTAMP:20260622T191751
CREATED:20240806T190204Z
LAST-MODIFIED:20241015T145003Z
UID:85416-1727087400-1727107200@cfany.org
SUMMARY:Fourth AOS Climate and ESG Asset Owner Summit
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nAsset owners around the world were early adopters of sustainable investment commitments\, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term\, sustainable\, risk-adjusted returns\, consistent with their fiduciary duty. This event will focus on the status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives from around the world. \nIn-person registration will close on Friday\, September 19 !Agenda10:30 AM | REGISTRATION AND COFFEE \n\n10:55 AM | OPENING REMARKS \nAnnie Chor Joyce\, Managing Director\, Head of ESG\, US\, Amundi Asset Management \n\n11:00 AM | PANEL DISCUSSION \nModerator \nKrishnan Sharma\, Principal Economic Affairs Adviser\, UN DESA \nPanelists \nMarc-André Blanchard\, EVP\, Head of CDPQ Global and Global Head of Sustainability\, Caisse De Dépôt Et Placement Du Québec (CDPQ) \nRiona Bowhay\, ACA\, Senior Analyst\, Aviva Investors \nTimothée Jaulin\, Head of ESG Development & Advocacy\, Special Operations\, Amundi \nNadia Nikolova\, Head Development Finance & Impact Credit\, Allianz Global Investors \n\n12:00 PM | LUNCH \n\n1:00 PM | PANEL \nIntroducer: JC Briones\, Head of North America Institutional\, Robeco \nModerator \nAnna West\, Senior Sustainability Director\, S&P Global Sustainable1 \nPanelists \nHerman Bril\, Managing Director and Head of Sustainability and Climate Innovation\, PSP Investments \nMax Messervy\, Sustainable Solutions Director\, Mercer \nVeena Ramani\, Director of Stewardship\, MassPRIM \nHan Yik\, Senior Advisor\, New York State Teachers’ Retirement System (NYSTRS) \n\n2:00 PM | BREAK \n\n2:15 PM | KEYNOTE \nJon Lukomnik\, Founder\, Sinclair Capital LLC \n\n2:45 PM | CLOSING REMARKS \nThomas Brigandi\, CFA\, Managing Director\, RisCura\, Treasurer\, CFA Society New York \n\n2:50 PM | RECEPTION \nPlatinum Sponsor
URL:https://cfany.org/event/fourth-aos-climate-and-esg-asset-owner-summit/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T133000
DTEND;TZID=America/New_York:20240924T173000
DTSTAMP:20260622T191751
CREATED:20240806T185511Z
LAST-MODIFIED:20241022T182828Z
UID:85411-1727184600-1727199000@cfany.org
SUMMARY:AOS: Africa Investment Forum
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nAsset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa. \nIn-person registration will close on  Friday\, September 19 !Agenda1:30 PM | REGISTRATION & COFFEE \n\n2:00 PM | OPENING KEYNOTE REMARKS \nH.E. Madame Nardos Bekele-Thomas\, CEO\, African Union Development Agency- NEPAD (AUDA-NEPAD) \n\n2:15 PM | CLIMATE-ADJUSTED ASSET ALLOCATION STRATEGIES: AFRICAN GREEN INDUSTRIAL INFRASTRUCTURE AND NATURE AS A GLOBALLY COMPETITIVE INVESTABLE ASSET CLASS \nIntroduced by: TBD \nModerator \nDr. Hubert Danso\, CEO\, Chairman\, Africa investor Group \nPanelists \nDuncan Bonfield\, Chief Executive\, IFSWF \nSharon Fitzgerald\, Ph.D.\, Partner\, DLA Pipe \nAmy Hepburn\, CEO\, Investor Leadership Network \nRich Nuzum\, CFA Executive Director\, Investments and Global Chief Investment Strategist\, Mercer \nGünther Thallinger\, PhD\, Member of the Board of Management\, Allianz SE \nSarah Keohane Williamson\, Chief Executive Officer\, FCLTGlobal \n\n3:15 PM | BANKABLE NDC PROJECTS: FACILITATING INSTITUTIONAL INVESTOR-PUBLIC PARTNERSHIPS FOR BANKABLE NDC INVESTMENT PROJECTS  \nModerator \nDr. Hubert Danso\, CEO\, Chairman\, Africa investor Group \nPanelists \nMarc-André Blanchard\, EVP\, Head of CDPQ Global and Global Head of Sustainability\, Caisse De Dépôt Et Placement Du Québec (CDPQ) \nJoseph Boateng\, Chief Investment Officer\, Casey Family Programs \nSusanna Gable\, Ph.D.\, Deputy Director\, Gates Foundation \nAndrew Jonhstone\, CEO\, Climate Fund Managers B.V. \nGeorgia Levenson Keohane\, CEO\, Soros Economic Development Fund \nPablo Vieira\, Global Director\, WRI\, NDC Partnership Support Unit \n\n4:15 PM | CLOSING KEYNOTE REMARKS \nThomas Brigandi\, CFA\, Managing Director\, RisCura\, Treasurer\, CFA Society New York \n\n4:30 PM | NDC INVESTMENT AWARDS CEREMONY
URL:https://cfany.org/event/aos-africa-investment-forum/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241008T120000
DTEND;TZID=America/New_York:20241008T133000
DTSTAMP:20260622T191751
CREATED:20240925T144409Z
LAST-MODIFIED:20241015T140653Z
UID:86200-1728388800-1728394200@cfany.org
SUMMARY:Data and Infrastructure: Decision Making with an Imperfect Dataset
DESCRIPTION:OverviewIf you have wondered how to make better decisions with the data you have\, sign up for this event to hear from experts who can say what’s in\, and what’s out\, of bounds. Attendees will learn about data issues through the infrastructure spectrum and how to handle them.  \nAgenda11:30 AM | REGISTRATION & LUNCH (served until 12:30 PM) \n\n12:00 PM | INTRODUCTION \nChristos Koutsoyannis\, Ph.D.\, CIO\, Atlas Ridge \n\n12:05 PM | PANEL \nModerator \nPawel Polak\, Ph.D.\, Assistant Professor\, Stony Brook University \nPanelists \nGene Ekster\, CFA\, Data Analytics\, Maiden Century and Adjunct Professor\, NYU \nMouli Narayanan\, Founder and Chief Executive Officer\, Zeblok Computational \nChristina Qi\, CEO\, Databento \n\n1:05 PM | Q&A \n\n1:15 PM | CLOSING REMARKS \nChristos Koutsoyannis\, Ph.D.\, CIO\, Atlas Ridge
URL:https://cfany.org/event/data-and-infrastructure-decision-making-with-an-imperfect-dataset/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Data Science and Quantitative Investment Group,Fintech Thought Leadership Group,Global Passport,Quantitative Investing,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241009T173000
DTEND;TZID=America/New_York:20241009T200000
DTSTAMP:20260622T191751
CREATED:20240520T194023Z
LAST-MODIFIED:20250813T185318Z
UID:84732-1728495000-1728504000@cfany.org
SUMMARY:2024 Fall Employment Outlook
DESCRIPTION:OverviewThe Fall Employment Outlook is a must-attend event for CFA Society New York members and non-members poised for career transitions. Whether you’re actively seeking a new role or laying the groundwork for future opportunities\, this event provides essential knowledge and perspectives. Dive into the latest industry trends and gain a competitive edge with guidance from top financial sector leaders.  \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nRandall Thomas\, Chair\, Career Development Group \n\n6:00 PM | EMPLOYMENT PANEL DISCUSSION \nModerator \nJulia Susanne Orlich\, Director\, Partnerships & Client Solutions\, Americas\, CFA Institute \nPanelists \nAnthony Amicucci\, Sr Recruitment Consultant\, Phaxis \nYalitza Negron\, Head of Talent Acquisition & Recruitment\, NYS Teachers’ Retirement System \nPamela Sinclair\, Global Head of Human Resources\, PGIM \n\n6:50 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nLiliana Kleyman\, CFA\, Vice Chair\, Career Development Group \n\n7:00 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstanding Market Dynamics\nPredicting Future Trends\nNetworking and Collaboration\nSkill Alignment and Enhancement
URL:https://cfany.org/event/2024-fall-employment-outlook/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Student,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T180000
DTEND;TZID=America/New_York:20241010T190000
DTSTAMP:20260622T191751
CREATED:20240925T204616Z
LAST-MODIFIED:20241010T185832Z
UID:86249-1728583200-1728586800@cfany.org
SUMMARY:2024 Nominations & Board of Directors Info Session
DESCRIPTION:Thinking about applying for the Board of Directors?\nApply HereOverviewJoin members of the CFA Society New York Nominations Committee for an “ask me anything” session to learn more about the application and election processes. Panelists will shed light on their roles and responsibilities as either members of the CFANY Board of Directors or non-Director members of the Nominations Committee. As a reminder\, the application period for both roles is open through October 31. \nActive and engaged CFANY leaders & volunteers are highly encouraged to attend and apply – as is anyone else interested in learning more about the leadership roles available at the Society. Light refreshments will be served! \nAgenda6:00 PM | PROGRAM INTRODUCTION by Caroline Busby\, CFA \n\n6:05 PM – PANELIST INTRODUCTION \nKatie Kolchin\, CFA (Nominations Committee) \nChris Cutler\, CFA (Nominations Committee) \nPaul Benjamin\, CFA (Board – virtual) \n\n6:15 PM – DAY in the LIFE of a BOARD of DIRECTORS MEMBER \nPaul Benjamin\, CFA  \nChris Cutler\, CFA \n\n6:25 PM – DAY in the LIFE of a NOMINATIONS COMMITTEE MEMBER \nKatie Kolchin\, CFA \nChris Cutler\, CFA \n\n6:35 PM – Q&A for 15 mins
URL:https://cfany.org/event/2024nominations-board-of-directors-info-session/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T130000
DTEND;TZID=America/New_York:20250129T183000
DTSTAMP:20260622T191751
CREATED:20241015T153959Z
LAST-MODIFIED:20251124T174445Z
UID:86483-1738155600-1738175400@cfany.org
SUMMARY:11th Annual Sustainable Investing Symposium
DESCRIPTION:OverviewIn-person registration will  close on January 27 at 5:00 PM EST.  We will not be allowing on-site registrations. The livestream option will still be available.As global events continue to highlight the escalation of environmental and social impacts arising from the climate crisis\, the role of sustainable finance is increasingly important. The need for sovereigns and corporates to advance from commitment towards implementation of their sustainability-related targets by mid-century requires navigating the rapidly evolving regulatory landscape\, optimizing business strategies\, and understanding how emerging themes such as artificial intelligence are shaping the market. \nRegister now to learn how asset managers\, asset owners and corporate leaders are navigating the evolving landscape of ESG data and disclosures\, integrating climate risk analysis into business models and portfolios\, and leveraging AI for strategic decision making\, reporting and compliance. \nAgenda1:00 PM | REGISTRATION \n\n1:30 PM | OPENING REMARKS \n\n1:35 PM | PANEL: TRENDS IN FINANCED EMISSIONS REPORTING \nModerator \nMatthew Handford\, Principal\, Ernst & Young LLP \nPanelists \nJamie Mattison\, Executive Director\, Net Zero Climate Strategy Lead\, Morgan Stanley \nEmma Sabiiti\, CFA\, CAIA\, Head of Sustainable Investment Strategy\, MassMutual \nPaul Vozzella\, Director\, GRESB & Asset Impact \nSarah Wilson\, Managing Director\, Head of Climate Center of Excellence\, Nuveen \n\n2:20 PM | PANEL: HARNESSING THE POWER OF AI AND ESG DATA IN DECISION MAKING\, COMPLIANCE AND REPORTING \nModerator \nSusan Hutman\, Co-Chair\, Sustainable Investing Thought Leadership Group\, CFA Society New York \nPanelists \nLarry Abele\, CEO\, iCubed \nAndreas Hoelzl\, Founder\, Mensura AI \nRomina Reversi\, Managing Director\, Head of Sustainable Investment Banking Americas\, CACIB \n\n3:05 PM | BREAK \n\n3:20 PM | PANEL: THE EVOLUTION OF ESG DISCLOSURE: RATINGS\, SCORES AND DISAGGREGATED DATA \nModerator \nSteven Rothstein\, Managing Director\, Ceres Accelerator \nPanelists \nJeff Cohen\, CAIA\, Managing Director\, Head of ESG & Sustainability\, Oak Hill Advisors \nStephanie Potter\, Director of Sustainable Private Markets\, S&P Global\, Commodity Insights \nGiulia Tischhauser\, Senior Business Development Associate\, RepRisk \n\n4:05 PM | PANEL: ASSET OWNER PERSPECTIVE \nModerator \nMarieke Spence\, Executive Director\, Impact Capital Managers  \nPanelists \nJohn Adler\, Chief ESG Officer\, Bureau of Asset Management \nChristine Looney\, Deputy Director\, Mission Investments\, Ford Foundation \nChristopher Thompson\, CFA\, Senior Director\, NYL Investors \n\n4:50 PM | SUSTAINABLE FINANCE’S GAME-CHANGERS: HOW AI\, INSURANCE\, AND NATURE WILL DRIVE THE FUTURE OF FINANCE \nLeslie Labruto\, Managing Director\, Sustainable Finance\, Environmental Defense Fund \n\n5:10 PM | CLOSING REMARKS \n\n5:15 PM | NETWORKING RECEPTION \nGold Sponsors:Silver Sponsors:Bronze Sponsors:
URL:https://cfany.org/event/11th-annual-sustainable-investing-conference/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250213T173000
DTEND;TZID=America/New_York:20250213T200000
DTSTAMP:20260622T191751
CREATED:20240801T202758Z
LAST-MODIFIED:20250218T205854Z
UID:85401-1739467800-1739476800@cfany.org
SUMMARY:Securing the Financial Frontier - Cyber Security Trends and Strategies for 2025 and Beyond
DESCRIPTION:OverviewJoin us for an in-depth exploration of the latest trends and emerging threats in cybersecurity tailored for the financial services sector. This event will provide professionals with insights into cutting-edge technologies and strategies to fortify their cybersecurity posture in an increasingly digital and interconnected financial landscape. \nCyber security professionals will discuss the sophistication and evolution of cyber threats including but not limited to AI-powered cyberattacks enabling cybercriminals to execute more convincing phishing scams and develop advanced malware\, and the need for enhanced detection and response capabilities. Also\, they will discuss the necessity of cybersecurity automation to handle data overload and improve threat response times to provide a robust defense against increasingly complex attacks. \nThis event is tailored for cybersecurity professionals\, IT leaders\, risk managers\, and financial service executives looking to enhance their understanding and management of cyber risks. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \nAlton Crooks\, CFA\, Chair\, Business Management Group \n\n6:00 PM | PANEL DISCUSSION \nModerator \nKelly Geary\, Esq.\, National Practice Leader\, Professional\, Executive & Cyber Solutions\, EPIC Insurance Brokers & Consultants \nPanelists \nDevon Ackerman\, Global Head\, Digital Forensics & Incident Response\, Cybereason \nJohn Brennan\, CEO & Co-Founder\, AITEC\, LLC \nDanielle Kaminski\, Managing Director\, STOUT \nAmy Mushahwar\, Partner and Chair\, Data\, Privacy\, and Cybersecurity\, Lowenstein Sandler LLP \n\n6:45 PM | Q&A  \n\n6:55 PM | CLOSING REMARKS \nAdam Wandt\, JD\, Associate Professor\, John Jay College of Criminal Justice \n\n7:00 PM | NETWORKING RECEPTION \nSilver Sponsor:Learning Outcomes\nUnderstanding AI-Driven Threats: Gain insights into how AI is being used by cybercriminals to create sophisticated phishing attacks and malware and learn strategies to counteract these threats effectively.\nAdopting Automation in Cybersecurity: Discover how automation and machine learning can streamline vulnerability management\, asset inventory\, and incident response to reduce the burden on security operation centers (SOCs).\nEnhancing Identity Management: Explore the latest advancements in identity and access management (IAM) and learn how to implement robust customer identity and access management (CIAM) strategies to protect against identity theft and fraud.\nProactive Incident Response: Learn best practices for developing proactive incident response plans that leverage advanced automated containment and blocking measures to minimize the impact of security incidents.\nNavigating Regulatory Changes: Understand the implications of new cybersecurity regulations\, such as the EU’s NIS2 Directive and the SEC’s rapid reporting requirements\, and how to ensure compliance while maintaining robust security measures.
URL:https://cfany.org/event/2025-cybersecurity-forum/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T173000
DTEND;TZID=America/New_York:20250320T200000
DTSTAMP:20260622T191751
CREATED:20241211T151739Z
LAST-MODIFIED:20250325T132015Z
UID:87178-1742491800-1742500800@cfany.org
SUMMARY:7th Annual Single Family Office Conference
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThe 7th 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. Join us for a day of engaging discussions and presentations from renowned experts in the field. \nAgenda5:30 PM | REGISTRATION  \n\n5:50 PM | INTRODUCTION \nBen Page-Fort\, Managing Director\, MSCI Private Capital \n\n6:00 PM | PANEL DISCUSSION \nModerator \nLindsey Rubinstein\, Chief Marketing and IR Officer\, Managing Director\, Opus \nPanelist \nJudy Chou\, CAIA\, Sr. Advisor – Credit Strategies\, Cooper Family Office \nNeil Datta\, Chief Investment Officer\, NKD Advisory LLC  \nAaron Manoucheri\, COO & Co-Founder\, Manoucheri Brothers LLC \nElaine Powell\, CPA\, Private Advisor – Managing Director\, Rockefeller Global Family Office \nDan Wedman\, Head of Special Situations & VP of Real Estate\, Sopris Capital \nKelly Winget\, CEO & Founder\, Alternative Wealth Partners \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nPaul White\, Family Office Relationship Executive\, Vanguard Family Office Service \n\n7:15 PM | NETWORKING RECEPTION \nSilver Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/7th-annual-single-family-office-conference/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T173000
DTEND;TZID=America/New_York:20250326T200000
DTSTAMP:20260622T191751
CREATED:20250115T193255Z
LAST-MODIFIED:20250331T154703Z
UID:87601-1743010200-1743019200@cfany.org
SUMMARY:Listed Options in Portfolio Construction
DESCRIPTION:OverviewAsset owners and other investors are increasingly pursuing sophisticated risk-return strategies to address the long-term risks and opportunities in the public markets. Hear from industry professionals and asset owners as they take a deep dive into the strategies that are evolving and how they can be implemented. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | INTRODUCTION \nLeo Schmidt\, CFA\, River Eddy Capital Management \n\n6:05 PM | SECTOR TRENDS IN LISTED OPTIONS \nModerator \nKatie Kolchin\, CFA\, Head of Research\, Securities Industry and Financial Markets Association (SIFMA) \nPanelist \nAlex Coffey\, Senior Trading and Derivatives Strategist\, Charles Schwab \nRory Ewing\, Portfolio Manager\, Neuberger Berman \nChristine Jurinich\, CFA\, Investor Relations\, Global X ETFs \nJames Maund\, Head of Capital Markets\, KraneShares \n\n6:25 PM | Q&A \n\n6:30 PM | INTRO TO SECOND PANEL \nVictoria Zhu\, CAIA\, Mirae Asset Management \n\n6:35 PM | FIRESIDE CHAT \nModerator \nJohn Black\, Head of Index Options\, Nasdaq \nPanelist \nSean Heron\, CFA\, Lead Portfolio Manager\, Glenmede Investment Management (GIM) \nHamilton Reiner\, Managing Director\, Portfolio Manager & Head of U.S. Equity Derivatives\, J.P. Morgan Asset Management \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nNick Smith\, Managing Director\, Head of Index Option Sales\, Nasdaq \n\n7:15 PM | NETWORKING RECEPTION \nExclusive Sponsor:\nCo-hosted by:
URL:https://cfany.org/event/listed-options-in-portfolio-construction/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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END:VCALENDAR