Hybrid-CFA Society NY

Share Event

  1. Events
  2. Hybrid-CFA Society NY

Hybrid-CFA Society NY

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

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

Today

Featured Featured

Anniversary Celebration: Investment Icons Debate the Equity Risk Premium

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

Overview Hosted 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 [...]

Find out more »
Conference / Seminar, Global Passport, International Investments, Virtual Events & Programming

CFA Society New York Book Club: Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together by Michael Morris

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

The 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.

Find out more »
Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming

2025/2026 CFA Institute Research Challenge Kickoff

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

Overview The 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 [...]

Find out more »
CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student, Young Leaders

Student Member Ice Cream Social

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

Overview Join 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. Whether you’re still exploring options or already considering the [...]

Find out more »

The New Portfolio Paradigm: Investing Beyond Globalization and the 60/40

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

Overview For 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 [...]

Find out more »
Conference / Seminar, Interest Group, Virtual Events & Programming, Wealth Management Group

The Resurgence of International Markets: Is it Different This Time?

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

Overview This 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 [...]

Find out more »
Conference / Seminar, Global Investing Group, International Investments, Virtual Events & Programming

2025 Nominations & Board of Directors Info Session

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

Interested in applying for the CFA Society of New York Board of Directors? Join members from the Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members.

Find out more »

Women in Finance: Women in Leadership

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

Overview Join us for Women in Finance: An inspiring and candid conversation with women leaders shaping the future of finance. Hear 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 [...]

Find out more »
Career Development, Conference / Seminar, Global Passport, Networking Event, Virtual Events & Programming, Young Leaders

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

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

Overview With 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 [...]

Find out more »
CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events

2nd Annual Outsourced CIO Event

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

Overview An Asset Owner Series™ Event This 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 [...]

Find out more »
AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming
Featured Featured

Midyear Market Outlook

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

Overview Join 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. [...]

Find out more »
Conference / Seminar, Global Passport, Institutional Asset Management, Student, Virtual Events & Programming

35th Annual High Yield Bond Conference

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

Overview Now 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. Attendees will gain valuable [...]

Find out more »
Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry 

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

Overview Machine 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. Agenda [...]

Find out more »
Conference / Seminar, Data Science and Quantitative Investment Group, Fintech Thought Leadership Group, Global Passport, Quantitative Investing, Virtual Events & Programming

5th Institutional Investment Consulting Roundtable

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

Overview The 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 [...]

Find out more »
AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

32nd Annual ‘What’s New in U.S. Financial Reporting?’

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

This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.

Find out more »
Conference, Conference / Seminar, Financial Reporting and Analysis Group, Global Passport, Virtual Events & Programming
General Information
Events
Learn
Media
Contact Information

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

Subscribe to Our Newsletter

© 2025 CFA Society New York. All Rights Reserved. Privacy Policy | Terms and Conditions