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DTSTART;TZID=America/New_York:20240110T180000
DTEND;TZID=America/New_York:20240110T193000
DTSTAMP:20260622T233449
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:20260622T233449
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:20260622T233449
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:20260622T233449
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:20260622T233449
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:20260622T233449
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/08/Copy-of-CFA-Exam-Level-1-Insider-Secrets-e1753819816607.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240923T103000
DTEND;TZID=America/New_York:20240923T160000
DTSTAMP:20260622T233449
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/08/CFANY-Web-Tile-0923.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T133000
DTEND;TZID=America/New_York:20240924T173000
DTSTAMP:20260622T233449
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/08/CFANY-Web-Tile-0924.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241008T120000
DTEND;TZID=America/New_York:20241008T133000
DTSTAMP:20260622T233449
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/09/100824-CFANY-Web-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241009T173000
DTEND;TZID=America/New_York:20241009T200000
DTSTAMP:20260622T233449
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/05/CFANY-Web-Tile-outlook.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T180000
DTEND;TZID=America/New_York:20241010T190000
DTSTAMP:20260622T233449
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T130000
DTEND;TZID=America/New_York:20250129T183000
DTSTAMP:20260622T233449
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:20260622T233449
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:20260622T233449
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:20260622T233449
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250403T080000
DTEND;TZID=America/New_York:20250403T150000
DTSTAMP:20260622T233449
CREATED:20250305T160051Z
LAST-MODIFIED:20250410T200246Z
UID:88693-1743667200-1743692400@cfany.org
SUMMARY:32nd Annual 'What's New in U.S. Financial Reporting?'
DESCRIPTION:OverviewOur annual update on financial reporting provides a review of (1) new accounting standards that are becoming effective within the next 12 months and (2) proposed accounting standards for which exposure drafts have been issued with comments being sought from the user community. It is an opportunity to stay up to speed on changes in accounting standards and financial reporting in a single session. \nAgenda8:00 AM | REGISTRATION \n\n8:30 AM | WELCOMING REMARKS \n\n8:35 AM | AN OVERVIEW OF FASB’S WORK PROGRAM \nModerator \nP.J. Patel\, CFA\, Co-CEO\, Valuation Research Corporation \nPanelists \nFred Cannon\, CFA\, Board Member\, FASB \nDr. Joyce Joseph\, Board Member\, FASB \nPatrick Durbin\, Deputy Chief Accountant\, PwC \nJonathan Nus\, Managing Director\, Alvarez & Marsal \n\n10:00 AM | BREAK \n\n10:15 AM | FASB’S INVITATION TO COMMENT ON KEY PERFORMANCE INDICATORS \nModerator \nEric Linder\, CFA\, CEO\, SavaNet LLC \nPanelists \nDerek Christensen\, PhD\, CPA\, Post Doctoral Fellow\, FASB \nOlga Usvyatsky\, CPA\, Publisher\, Deep Quarry \n\n10:45 AM | FASB’S INVITATION TO COMMENT ON ACCOUNTING FOR INTANGIBLE ASSETS \nModerator \nOlga Usvyatsky\, CPA\, Publisher\, Deep Quarry \nPanelists \nKitrina Pople\, CPA\, Practice Fellow\, FASB \nMatthew Winters\, CFA\, CPA\, Senior Director – Advocacy\, CFA Institute \n\n11:15 AM | PCAOB KEYNOTE \nGeorge R. Botic\, Board Member\, Public Company Accounting Oversight Board \n\n11:45 AM | LUNCH \n\n12:30 PM | SEC KEYNOTE \nRyan Wolfe\, Acting Chief Accountant in the Office of the Chief Accountant\, U.S. Securities and Exchange Commission \n\n1:00 PM | KEY TOPICS IN CORPORATE GOVERNANCE \nModerator \nAmy Rojik\, National Managing Principal for Corporate Governance\, BDO \nPanelists \nJeff Mahoney\, General Counsel\, The Council of Institutional Investors \nJames A. Mitarotonda\, Chairman\, President and CEO\, Barington Capital Group \nJames F. Reda\, Managing Director\, Executive Compensation\, Arthur J. Gallagher & Co. \nJohn Roe\, Managing Director\, Head of the Americas\, Blackrock Investment Stewardship \n\n2:10 PM | CLOSING REMARKS \n\n2:15 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nLearn about new accounting standards (or modifications to existing standards) that are becoming effective over the next 12 months\nHear about proposed changes to existing accounting standards and gain the opportunity to participate in the discussion by submitting a comment letter to the FASB; and\nGet an update on the FASB’s work program to follow the course of proposed changes to accounting and financial reporting standards over the next few years.
URL:https://cfany.org/event/32nd-annual-whats-new-in-u-s-financial-reporting/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Financial Reporting and Analysis Group,Global Passport,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250424T173000
DTEND;TZID=America/New_York:20250424T203000
DTSTAMP:20260622T233449
CREATED:20241211T152426Z
LAST-MODIFIED:20250502T180134Z
UID:87185-1745515800-1745526600@cfany.org
SUMMARY:5th Institutional Investment Consulting Roundtable
DESCRIPTION:OverviewThe world of investment management consultants 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.\n\nAgenda5:30 PM | REGISTRATION \n\n5:50 PM | INTRODUCTION \nCaroline Busby\, CFA\, US Head of Product\, Policy\, & Regulatory Strategy for Bond ETFs\, Blackrock \n\n6:00 PM | PANEL DISCUSSION \nModerator \nSean McCoy\, Managing Director\, Artisan Partners \nPanelist \nKerry Galvin\, CFA\, Senior Consultant\, Russell Investments \nTexas Hemmaplardh\, CFA\, Partner\, Endowment & Foundation Investment Practice\, Mercer \nMatthew Maleri\, Partner\, Senior Consultant\, NEPC \nBalaj Singh\, CFA\, CAIA\, Senior Vice President\, Meketa Investment Group \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nThomas Brigandi\, CFA\, Managing Director\, RisCura \n\n7:15 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nComprehend Evolving Industry Trends\nMaster Modern Due Diligence Strategies\nNavigate Manager Selection\nStrategically Position Your Firm
URL:https://cfany.org/event/5th-institutional-investment-consulting-roundtable/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T173000
DTEND;TZID=America/New_York:20250429T200000
DTSTAMP:20260622T233449
CREATED:20250326T192811Z
LAST-MODIFIED:20250502T181020Z
UID:89054-1745947800-1745956800@cfany.org
SUMMARY:Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry 
DESCRIPTION:OverviewMachine Learning and Artificial Intelligence are revolutionizing the financial services landscape. Join us as industry experts from diverse and leading financial institutions explore the cutting-edge applications of these transformative technologies. Gain insights into current AI and ML implementations\, future potential\, and the profound implications for the financial services sector. \nAgenda5:00 PM | REGISTRATION \n\n5:30 PM | WELCOMING REMARKS \nChristos Koutsoyannis\, Ph.D.\, Chair\, Data Science & Quantitative Investing Group \n\n5:35 PM | KEYNOTE SPEAKER \nJonathan Berkow\, CFA\, Director of Quant and Data Science\, Alliance Bernstein \n\n6:10 PM | PANEL DISCUSSION \nModerator \nCharles Carre III\, CFA\, Adjunct Faculty\, NYU (Courant) Masters in Mathematics in Finance Program \nPanelists \nFrancesco Fabozzi\, Research Director\, Yale School of Management’s International Center for Finance \nRichard Hochron\, Executive Director\, Morgan Stanley | Firmwide Innovation \nLee Maclin\, NYU (Courant) Masters in Mathematics in Finance Program \n\n7:05 PM | CLOSING REMARKS \nRandall Thomas\, Chair\, Career Development Group \n\n7:10 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/artificial-intelligence-and-machine-learning-application-and-implications-for-the-financial-services-industry/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Data Science and Quantitative Investment Group,Fintech Thought Leadership Group,Global Passport,Quantitative Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250612T083000
DTEND;TZID=America/New_York:20250612T163000
DTSTAMP:20260622T233449
CREATED:20250327T195556Z
LAST-MODIFIED:20250618T172157Z
UID:89072-1749717000-1749745800@cfany.org
SUMMARY:35th Annual High Yield Bond Conference
DESCRIPTION:OverviewNow in its 35th year\, the Annual High Yield Conference is a premier gathering of professionals\, investors\, and academics focused on the high-yield bond market. This year’s event will feature keynote addresses and expert-led panels exploring the latest trends\, investment opportunities\, and pressing challenges shaping the high-yield landscape. \nAttendees will gain valuable insights from leading voices in the field — including fund managers\, credit analysts\, economists\, and other market experts — as they discuss market dynamics\, credit analysis\, valuation methodologies\, and evolving investment strategies. \nAgenda8:30 AM | REGISTRATION \n\n9:00 AM | OPENING REMARKS \nMartin Fridson\, CFA\, CEO\, FridsonVision High Yield Strategy \n\n9:05 AM | HIGH YIELD MARKET OUTLOOK  \nChristina Padgett\, Associate Managing Director\, Head of Leveraged Finance Research & Analytics\, Moody’s Investors Service \n\n9:50 AM | LEVERAGED LOANS  \nTheodore Basta\, Executive Vice President\, Analytics & Strategy\, LSTA \n\n10:30 AM | COFFEE BREAK  \n\n11:00 AM | PRIVATE CREDIT  \nMelissa Brady\, CFA\, Senior Director\, Alvarez & Marsal \n\n11:45 AM | DEFAULT RATES  \nSharon Ou\, Senior Vice President\, Moody’s Ratings \n\n12:15 PM | DISTRESSED DEBT  \nAndrew Milgram\, CFA\, CIO & Managing Partner\, Marblegate Asset Management \n\n1:00 PM | LUNCH  \n\n1:30 PM | INTERACTIVE CREDIT ANALYSIS SESSION  \nJory Eisenberg\, CFA\, FRM\, Senior Research Analyst – Special Situations\, CreditSights\, Inc. \n\n2:15 | PORTFOLIO MANAGERS PANEL  \nPanelists \nThomas Hauser\, Head of Corporate Credit\, Guggenheim Partners \nWayne Plewniak\, Managing Director – Head of Fixed Income\, GAMCO Investors\, Inc. / Associated Capital\, Inc. \nDavid Sherman\, CIO\, CrossingBridge Advisors\, LLC \n\n3:15 | COFFEE BREAK  \n\n3:35 | NEW DEVELOPMENTS IN COVENANTS  \nMitch Oates\, JD\, Head of Bonds\, Americas Covenants Octus \n\n4:20 | CLOSING REMARKS  \nMartin Fridson\, CFA\, CEO\, FridsonVision High Yield Strategy \nGold Sponsor:
URL:https://cfany.org/event/35th-annual-high-yield-bond-conference/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250709T173000
DTEND;TZID=America/New_York:20250709T203000
DTSTAMP:20260622T233449
CREATED:20250515T140212Z
LAST-MODIFIED:20260522T144116Z
UID:90124-1752082200-1752093000@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:OverviewJoin the Institutional Asset Management Group for their signature Midyear Market Outlook\, where leading strategists and asset managers will provide timely insights on key market drivers\, sector trends\, and macroeconomic themes. This annual forum equips attendees with a forward-looking perspective to help inform portfolio positioning and strategic decision-making through year-end and beyond. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nKonstantin Tcherepachenets\, CFA\, Co-Chair\, Institutional Asset Management Group \n\n6:05 PM | PANEL DISCUSSION \nModerator \nLindsey Sichel Rubinstein\, Senior Executive & Managing Director\, Opus Capital Management LLC \nPanelists \nJohn Barr\, Managing Director\, EVP\, Portfolio Manager\, Needham Funds \nMarvin Loh\, Managing Director & Sr Global Market Strategist\, State Street Global Markets \nDaniel Manware\, Director of Strategic Insights. Nuveen Real Estate \nKatie Stockton\, CMT\, Founder & Managing Partner\, Fairlead Strategies \n\n7:20 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, River Eddy Capital Management \n\n7:30 PM | NETWORKING RECEPTION \nSilver Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/midyear-market-outlook-7/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Student,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250721T173000
DTEND;TZID=America/New_York:20250721T200000
DTSTAMP:20260622T233449
CREATED:20241211T153446Z
LAST-MODIFIED:20250731T150553Z
UID:87189-1753119000-1753128000@cfany.org
SUMMARY:2nd Annual 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. \nAgenda5:30 PM | REGISTRATION \n\n5:50 PM | INTRODUCTION \nPaula Ojeda\, Institutional Investor Relationships\, Americas\, World Gold Council \n\n6:00 PM | PANEL DISCUSSION \nModerator \nMichele Chiacchio\, CFA\, Associate\, Capital Solutions\, Antares Capital LP \nPanelist \nRob Farrington\, CFA\, CAIA\, Head of Institutional OCIO\, Wells Fargo  \nChristopher Vella\, CFA\, CIO\, BNY Advisors \nPaul White\, CFP\, Family Office Relationship Executive\, The Vanguard Group \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nLeslie Maltby\, Principal Account Executive\, Collaboration Product Sales\, T-Mobile for Business \n\n7:15 PM | NETWORKING RECEPTION \nGold Sponsor:Silver Sponsor:
URL:https://cfany.org/event/2nd-annual-outsourced-cio-event/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250911T180000
DTEND;TZID=America/New_York:20250911T193000
DTSTAMP:20260622T233449
CREATED:20250729T201649Z
LAST-MODIFIED:20250911T144227Z
UID:91292-1757613600-1757619000@cfany.org
SUMMARY:CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser
DESCRIPTION:OverviewWith the Level I CFA exam fast approaching\, CFA Society New York invites you to attend an event to help you feel confident and ready to pass. Join us in-person or for a virtual session led by Amy Drury\, ACA\, CFA\, CFA Exam instructor at Kaplan Schweser\, 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. \nYou’ll also: \n\n\nAccess to expert: CFA Exam: Insider Secrets will help you develop a winning exam strategy with the help of experienced CFA Exam instructors.\nMeet other candidates\, expand your career network\, and get motivated before you become a CFA charterholder.\nLearn about the benefits of belonging to CFA Society New York.\n\n\nSee how CFA Society New York can support your CFA journey and long-term career! \nAgenda5:30 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 \nModerator: \nCora Chen\, CFA\, FRM\, Private Funds Sr Analyst\, PineBridge Investments \nVolunteers: \nJesse Bianco\, Staff Accountant\, McGaughey & Keaney CPAs \nJudy Lagrou\, Journalist\, Bloomberg News \nAlexander Prokopenko\, CFA\, Senior Manager\, Business Development\, Egan-Jones Ratings \n\n6:45 PM | NETWORKING SESSION
URL:https://cfany.org/event/cfa-exam-level-1-insider-secrets-cfa-society-new-york-and-kaplan-schweser/
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/07/911-new-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T173000
DTEND;TZID=America/New_York:20250917T200000
DTSTAMP:20260622T233449
CREATED:20250508T210126Z
LAST-MODIFIED:20250923T204443Z
UID:89861-1758130200-1758139200@cfany.org
SUMMARY:Women in Finance: Women in Leadership
DESCRIPTION:OverviewJoin us for Women in Finance: An inspiring and candid conversation with women leaders shaping the future of finance. \nHear firsthand how they navigated their path to leadership\, mastered effective communication\, overcame industry challenges\, and what advice they have for the next generation—open to all\, regardless of gender. This is your opportunity to gain real-world insights and expand your professional perspective. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nZhaoning (Elizabeth) Ren\, CFA\, FRM\, Co-Chair\, Young Leaders Group \n\n6:00 PM | PANEL \nModerator \nNancy Vailakis\, Principal\, Ancram IRBD \nPanelists \nVanessa Gomes\, NACD\, MFIN\, Executive Director & Head of Sustainable Finance for the Americas\, Standard Chartered \nKrystn Hammond\, CFA\, CPA\, Partner\, Grant Thornton Advisors LLC \nKenza Himmi\, Investment Officer\, Impact investing\, UNJSPF \nFran Skinner\, CFA\, CPA\, Partner\, AUM PARTNERS\, LLC \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nLiliana Kleyman\, CFA\, Vice Chair\, Career Development Group \n\n7:05 PM | NETWORKING RECEPTION \nEvent Partner:Silver Sponsor:
URL:https://cfany.org/event/women-in-finance-women-in-leadership/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference / Seminar,Global Passport,Networking Event,Virtual Events & Programming,Young Leaders
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/05/web-still-women.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250919T180000
DTEND;TZID=America/New_York:20250919T190000
DTSTAMP:20260622T233449
CREATED:20250801T160244Z
LAST-MODIFIED:20250919T213010Z
UID:91343-1758304800-1758308400@cfany.org
SUMMARY:2025 Nominations & Board of Directors Info Session
DESCRIPTION:Thinking about applying for the Board of Directors or Nominations Committee?\nBoard ApplicationNomination Committe ApplicationOverviewJoin 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  \nPaul Benjamin\, CFA CIO\, Verdan Edge \n\n6:05 PM – DAY in the LIFE of a BOARD of DIRECTORS MEMBER \nDanielle Kloeblen\, CFA\, SVP\, Finance and Investor Relations\, McGraw Hill \nMarya Savola\, CFA\, VP and Portfolio Manager\, Customers Bank \n\n6:20 PM – DAY in the LIFE of a NOMINATIONS COMMITTEE MEMBER \nScott Treacy\, CFA\, US Institutional Relations\, Campion Capital  \nAsh Shetty\, CFA\, Portfolio Manager and Risk Strategist\, PineBridge Investments   \nJudith Cheng\, CFA\, CAIA\, CIPM \n\n6:35 PM – WHY I VOLUNTEERED TO BE A LEADER \nBrian Morandi\, CFA\, FRM\, Independent Consultant \n6:40 PM – Q&A for 20 mins \n\n7:00 PM – NETWORKING RECEPTION
URL:https://cfany.org/event/2025-nominations-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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/08/QA-new-web-tile.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251001T173000
DTEND;TZID=America/New_York:20251001T203000
DTSTAMP:20260622T233449
CREATED:20250812T162721Z
LAST-MODIFIED:20251015T164658Z
UID:91650-1759339800-1759350600@cfany.org
SUMMARY:The Resurgence of International Markets: Is it Different This Time?
DESCRIPTION:OverviewThis timely event will explore the opportunities\, challenges and portfolio benefits of looking beyond US borders in today’s evolving global landscape. A panel of leading investment professionals will share insights on diversification\, valuation disparities\, geopolitical risks and structural shifts shaping international [equity] markets. Whether you’re a global macro strategist or a bottom-up stock picker\, this session offers practical perspectives on why international investing remains a vital component of long-term portfolio strategy that may be finally returning to favor. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \n\n6:00 PM | KEYNOTE SPEAKER \nGabriela Santos\, Chief Market Strategist Americas\, JP Morgan Asset Management \n\n6:30 PM | PANEL DISCUSSION \nModerator \nDamian Sassower\, Chief EM Fixed Income Strategist\, Bloomberg Intelligence \nPanelists \nAnastasia Rotheroe\, Principal Investment Officer\, Connecticut Retirement Plans and Trust Funds \nAmit Wadhwaney\, Portfolio Manager and Co-Founder\, Moerus Capital Management\n \nJens Nystedt\, Chief Investment Officer\, Emso Asset Management \nSaurin Shah\, Investment Officer\, UN Joint Staff Pension Fund \n \n\n7:30 PM | Q&A  \n\n7:35 PM | CLOSING REMARKS \n\n7:40 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/the-resurgence-of-international-markets-is-it-different-this-time/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Investing Group,International Investments,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/08/new-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T173000
DTEND;TZID=America/New_York:20251008T200000
DTSTAMP:20260622T233449
CREATED:20250812T163808Z
LAST-MODIFIED:20251021T201820Z
UID:91652-1759944600-1759953600@cfany.org
SUMMARY:The New Portfolio Paradigm: Investing Beyond Globalization and the 60/40
DESCRIPTION:OverviewFor the last three decades\, the wealth management playbook was written for a world of increasing globalization\, low inflation\, and falling interest rates. This environment created a largely undisputed champion of portfolio construction: the 60/40 portfolio. That world is gone. We’ve entered a new economic regime defined by geopolitical fragmentation\, deglobalization\, persistent inflationary pressures\, and a structurally higher cost of capital. The foundational assumptions that made the old models work have fractured. This panel will offer perspectives on whether the traditional playbook is obsolete and debate the critical strategies for building resilient\, opportunistic portfolios for the next decade. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \n\n6:00 PM | PANEL DISCUSSION \nModerator \nBrian Gimlett\, Head of Americas Market Specialists\, Bloomberg LP \nPanelists \nSusan Wasserman\, Portfolio Consultant\, BlackRock \nTodd Schlanger\, CFA\, Senior Investment Strategist\, Vanguard \nJordan Wruble\, Head of the Investment Solutions Group\, Brown Advisory \n\n6:45 PM | Q&A  \n\n6:55 PM | CLOSING REMARKS \n\n7:00 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/the-new-portfolio-paradigm-investing-beyond-globalization-and-the-60-40/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Interest Group,Virtual Events & Programming,Wealth Management Group
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/08/new-web-tile-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251024T130000
DTEND;TZID=America/New_York:20251024T150000
DTSTAMP:20260622T233449
CREATED:20250924T174446Z
LAST-MODIFIED:20250925T151710Z
UID:92761-1761310800-1761318000@cfany.org
SUMMARY:Student Member Ice Cream Social
DESCRIPTION:OverviewJoin us on Friday\, October 24\, from 1:00–3:00 PM for CFA Society New York’s Student Member Ice Cream Social. Come meet fellow likeminded students from across the city\, connect with Society staff\, and discover how our student membership program can support your career journey.\n\nWhether you’re still exploring options or already considering the CFA designation\, this event is a great way to build connections and learn more—in a relaxed\, welcoming setting. Space is limited\, so RSVP today and don’t miss out!
URL:https://cfany.org/event/student-member-ice-cream-social/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/09/ics.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251104T173000
DTEND;TZID=America/New_York:20251104T200000
DTSTAMP:20260622T233449
CREATED:20251015T154946Z
LAST-MODIFIED:20251104T192808Z
UID:93170-1762277400-1762286400@cfany.org
SUMMARY:2025/2026 CFA Institute Research Challenge Kickoff
DESCRIPTION:OverviewThe CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical\, valuation\, report writing\, and presentation skills. They gain real-world experience as they assume the role of a research analyst. \n\nHow it Works\n\n\nLocal level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts. \n\n\n\nThe winning university team from each local competition advances to the sub-regional competition.\n\n\n\nThe sub-regional\, regional\, and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe\, Middle East\, and Africa regions.\n\n\n\nThe winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final\, where one team emerges as the global champion.\n\n\n\n\nView the sub-region breakdown (PDF)\n\n\nGet the fact card (PDF)\n\n\nView the Official Rules (PDF)\n\nBecome a student member for only $25 and attend members-only events! Complete the Student Application – CFA Society New YorkBecome a student member for only $25 and attend members-only events! Complete the Student Application – CFA Society New YorkShare this with your friends + peers!\nAgenda5: 30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION FROM CFA SOCIETY NEW YORK \n\n6:05 PM | THE CFA EXAM EXPLAINED \n\nJulia Susanne Orlich\, Director\, Partnerships & Client Solutions\, Americas\, CFA Institute\n\n\n6:45 PM | COMPETITON RULES/SUBJECT COMPANY REVEAL \n\n\n\n7:15 PM | GENERAL Q&A \n\n\n\n7:20 PM | CLOSING REMARKS \n\n\n\n\n\n\n7:25 PM | RECEPTION
URL:https://cfany.org/event/2025-2026-cfa-institute-research-challenge-kickoff/
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,Student,Young Leaders
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/10/110425-web-tile-2.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251112T180000
DTEND;TZID=America/New_York:20251112T190000
DTSTAMP:20260622T233449
CREATED:20241211T173858Z
LAST-MODIFIED:20251020T151724Z
UID:87227-1762970400-1762974000@cfany.org
SUMMARY:CFA Society New York Book Club: Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together by Michael Morris
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together \nAuthor: Michael Morris
URL:https://cfany.org/event/cfa-society-new-york-book-club-tribal-how-the-cultural-instincts-that-divide-us-can-help-bring-us-together-by-michael-morris/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/12/Copy-of-new-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T123000
DTEND;TZID=America/New_York:20251113T190000
DTSTAMP:20260622T233449
CREATED:20250919T192503Z
LAST-MODIFIED:20251203T154305Z
UID:92604-1763037000-1763060400@cfany.org
SUMMARY:Anniversary Celebration: Investment Icons Debate the Equity Risk Premium
DESCRIPTION:OverviewHosted by CFA Society New York in collaboration with CFA Institute Research and Policy Center\, and in honor of the 80th Anniversary of the Financial Analysts Journal and 60th Anniversary of the CFA Institute Research Foundation\, this half-day summit features some of the industry’s most renowned luminaries examining Jeremy Siegel’s foundational work Stocks for the Long Run and providing their unique insights about the future of the investment industry. For three decades\, the mantra “stocks for the long run” has shaped investment strategy\, portfolio construction\, and the career paths of finance professionals. \nFor the first time\, most agree that the equity premium will be lower this century than it was in the previous century. Find out why!\nJoin a live panel of legendary industry icons: \nRob Arnott\, Founder and Chairman\, Research Affiliates \nElroy Dimson\, FSIP\, Chairman\, Centre for Endowment Asset Management\, Cambridge Judge Business School\, University of Cambridge \nRoger G. Ibbotson\, Professor in the Practice Emeritus of Finance\, Yale School of Management; Chairman\, Zebra Capital Management\, LLC \nEdward F. McQuarrie\, Professor Emeritus\, Leavey School of Business\, Santa Clara University \nCarla S. Nunes\, CFA\, Managing Director\, Office of Professional Practice\, Kroll  \nAmy Resnick\, Executive Editor\, Chief Investment Officer & PLANSPONSOR digital\, ISS-Stoxx \nJeremy J. Siegel\, Russell E. Palmer Professor of Finance\, Wharton School\, University of Pennsylvania \nLaurence B. Siegel\, Gary P. Brinson Director of Research Emeritus\, CFA Institute Research Foundation \nJason Zweig\, Journalist\, columnist\, The Wall Street Journal \nAdditionally\, William Goetzmann\, editor of the Financial Analysts Journal will discuss how financial history shapes the future. \nIn person registration is now closed. Only Livestream Access is availableIn person registration is now closed. Only Livestream Access is availableAgenda12:30 PM | REGISTRATION \n\n1:00 PM | OPENING \n\n\nAllison Adams\, Head of Research Products and Services\, CFA Institute Research and Policy Center\n\n\n\n1:15 PM | CELEBRATING 80 YEARS OF THE FINANCIAL ANALYSTS JOURNAL \nSpeaker: \nWilliam Goetzmann\, Editor\, Financial Analysts Journal  \n\n1:30 PM | BACKGROUND KEYNOTE: STOCKS FOR THE LONG RUN  \nSpeakers: \nWilliam Goetzmann\, Editor\, Financial Analysts Journal \nEdward F. McQuarrie\, Professor Emeritus\, Santa Clara University \nJeremy J. Siegel\, Professor of Finance\, Wharton School\, University of Pennsylvania \n\n2:45 PM | LUMINARY DISCUSSION: STOCKS FOR THE LONG RUN  \nSpeakers: \nElroy Dimson\, FSIP\, Chairman\, Centre for Endowment Asset Management\, Cambridge Judge Business School\, University of Cambridge \nRoger G. Ibbotson\, Professor in the Practice Emeritus of Finance\, Yale School of Management; Chairman\, Zebra Capital Management\, LLC \nCarla S. Nunes\, CFA\, Managing Director\, Office of Professional Practice\, Kroll  \n\n3:45 PM | BREAK \n\n4:00 PM | LUMINARY DISCUSSION: STOCKS FOR THE LONG RUN \nModerator: \nLaurence B. Siegel\, Gary P. Brinson Director of Research Emeritus\, CFA Institute Research Foundation \nPanelists: \nRob Arnott\, Founder and Chairman\, Research Affiliates \nJeremy J. Siegel\, Professor of Finance\, Wharton School\, University of Pennsylvania \nJason Zweig\, Journalist\, columnist\, The Wall Street Journal \n\n5:00 PM | ASK THE EXPERTS – AUDIENCE Q&A \nModerator: \n\n		\n		\n			\n				\n			\n				\n				Amy Resnick\n				\n			\n		\n\nPanelists: \n\n		\n		\n			\n				\n			\n				\n				Rob Arnott\n				\n			\n				\n			\n				\n				Jeremy J. Siegel\n				\n			\n				\n			\n				\n				Carla S. Nunes\, CFA\n				\n			\n				\n			\n				\n				Jason Zweig\n				\n			\n				\n			\n				\n				Elroy Dimson\, FSIP\n				\n			\n				\n			\n				\n				Laurence B. Siegel\n				\n			\n				\n			\n				\n				Roger G. Ibbotson\n				\n			\n				\n			\n				\n				Edward F. McQuarrie\n				\n		\n\n\n5:45 PM | COCKTAIL RECEPTION
URL:https://cfany.org/event/anniversary-celebration-investment-luminaries-debate-the-equity-risk-premium/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,International Investments,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/09/Copy-of-new-web-tile-4.png
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END:VCALENDAR