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DTSTART;TZID=America/New_York:20250403T080000
DTEND;TZID=America/New_York:20250403T150000
DTSTAMP:20260622T233449
CREATED:20250305T160051Z
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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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END:VEVENT
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/03/bond-NEW-CFANY-Web-Tile.png
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
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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
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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
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END:VEVENT
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
END:VEVENT
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
END:VEVENT
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				Elroy Dimson\, FSIP\n				\n			\n				\n			\n				\n				Roger G. Ibbotson\n				\n			\n				\n			\n				\n				Rob Arnott\n				\n			\n				\n			\n				\n				Edward F. McQuarrie\n				\n			\n				\n			\n				\n				Jason Zweig\n				\n			\n				\n			\n				\n				Laurence B. Siegel\n				\n			\n				\n			\n				\n				Carla S. Nunes\, CFA\n				\n			\n				\n			\n				\n				Jeremy J. Siegel\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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251119T173000
DTEND;TZID=America/New_York:20251119T200000
DTSTAMP:20260622T233449
CREATED:20250812T172922Z
LAST-MODIFIED:20251203T155920Z
UID:91661-1763573400-1763582400@cfany.org
SUMMARY:2025 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 \nLiliana Kleyman\, CFA\, Vice Chair\, Career Development Group \n\n6:00 PM | EMPLOYMENT PANEL DISCUSSION \nModerator \nJulia Susanne Orlich\, Director\, Partnerships & Client Solutions\, Americas\, CFA Institute \nPanelists \nJocelin Linares\, Senior HR Business Partner\, KBRA \nMax Alexander\, Senior Director\, Talent Management\, Golub Capital \nRory Melick\, Partner\, Head of Human Capital Management & COO\, Corporate Services\, Lord Abbett \n\n6:50 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nRandall Thomas\, 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/2025-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/2025/08/new-web-tile-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251204T173000
DTEND;TZID=America/New_York:20251204T200000
DTSTAMP:20260622T233449
CREATED:20240815T204141Z
LAST-MODIFIED:20251209T140310Z
UID:85580-1764869400-1764878400@cfany.org
SUMMARY:Insurance Officers Investment Roundtable
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThis roundtable discussion event will present an opportunity for attendees to learn from and network with senior insurance investment leaders as they share insights on navigating today’s economic and market landscape. \nAs insurance company investment teams seek to sustain performance and balance risk\, attendees will gain a value-added perspective on the strategies and challenges shaping portfolio construction in 2026. \nTopics will include: \n\nImpact of the macroeconomic environment\nEvolving regulatory and geopolitical considerations  \nTrends in manager search & selection\nStrategic positioning for long-term investment success\n\nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \nMary Anne Guediguian\, Executive Vice President\, Insurance\, PIMCO \n\n6:05 PM | PANEL DISCUSSION \nModerator \nPeter Miller CFA\, FSA\, Head of Client Investment Solutions\, North America\, Invesco \nPanelist \nBinay Chandgothia\, CFA\, Managing Director – Portfolio Management\, Principal Financial Group \nErik Sorensen\, CFA\, Head of Portfolio Management\, Genworth \nMike Pagano\, Partner and Head of Third-Party Insurance Client Management\, Apollo Global Management\, Inc \nGeoff Cornell\, CFA\, Senior Vice President\, Chief Investment Officer-Insurance\, Alliance Bernstein \nStephen Smith\, CFA\, FSA\, Managing Director\, Chief Investment Officer-Insurance\, Neuberger Berman \nJonathan Epstein\, Head of U.S.\, BGO \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \n\n7:15 PM | NETWORKING RECEPTION \nGold Sponsors:Silver Sponsors:Bronze Sponsors:
URL:https://cfany.org/event/insurance-officers-investment-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/2024/08/Copy-of-new-web-tile-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T173000
DTEND;TZID=America/New_York:20260115T203000
DTSTAMP:20260622T233449
CREATED:20251031T194847Z
LAST-MODIFIED:20260122T191523Z
UID:93530-1768498200-1768509000@cfany.org
SUMMARY:2026 New Year Market Outlook
DESCRIPTION:OverviewThis signature event convenes top industry experts to examine the latest trends shaping today’s financial markets. Attendees will gain valuable insights into the current and forward-looking market environment\, hear perspectives from leading firms and organizations\, and connect with peers across the investment community. Don’t miss this opportunity to stay informed and engaged as we navigate the year ahead. \nProfessional Learning (PL) credits will be offered for this event. Agenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \n\n6:05 PM | PANEL DISCUSSION \nModerator \nAlex Petrone\, Head of Fixed Income & Head of Distribution for the Americas\, Rockefeller Capital Management \nPanelists \nChristopher M. Chapman\, CFA\, Senior Portfolio Manager\, Co-Head\, Global Multi-Sector Fixed Income\, Manulife Investment Management \nKrishna Kumar\, CIO\, Goose Hollow Capital Management \nMark McLain\, Head of Power and Energy Institutional Sales and Trading\, Ladenburg Thalmann & Co. Inc. \nLoris Nazarian\, Managing Director and Assistant Portfolio Manager\, Oaktree Capital Management \nMaria Vassalou\, Head\, Pictet Research Institute\, Banque Pictet & Cie SA \n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \n\n7:30 PM | NETWORKING RECEPTION \n\nAlcohol service is restricted to attendees 21 years of age or older. Government- issued photo ID  will  be required.Silver Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/2026-new-year-market-outlook/
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,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/10/mo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260122T180000
DTEND;TZID=America/New_York:20260122T193000
DTSTAMP:20260622T233449
CREATED:20251107T203442Z
LAST-MODIFIED:20260109T205259Z
UID:93680-1769104800-1769110200@cfany.org
SUMMARY:CFA Exam Level II Insider Secrets: CFA Society New York and Kaplan Schweser
DESCRIPTION:OverviewSPACE IS LIMITED!!!! \nAre you registered for CFA Level II exam (May 19-23\, 2026)?    CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level II. Join us in-person or for a virtual session led including speakers Amy Drury\, ACA\, CFA \,CFA Exam instructor Kaplan Schweser\, and including CFA Society New York member who recently earned the CFA charter and recent experience with the Level II. \nTake advantage of this unique event to expand your network of candidates and get tips on how to pass Level II and prepare for the next levels of the CFA exam. You’ll also: \n\nAccess 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\nEXCLUSIVE OFFER: 1 Live In-Person 3-Day Review Workshop in NYC at the CFA Society New York will be raffled off at the conclusion of the event. One winner will be randomly selected from the in-person and live streaming registrants for this event. Void where prohibited. Estimated value ~ $799 – $849! \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:  \nErin DeBellis\, CFA\, Investment Associate\, PGIM  \nAmy Drury\, CFA\, Founder/Financial Instructor\, On Point Learning\, LLC\n \nSahir Jamal\, CFA\, Investment Associate\, Hyla Fund Management  \n\n6:45 PM | NETWORKING SESSION \n3-Day Review Workshop winner announced 
URL:https://cfany.org/event/cfa-exam-level-ll-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:20260128T130000
DTEND;TZID=America/New_York:20260128T173000
DTSTAMP:20260622T233449
CREATED:20251202T152436Z
LAST-MODIFIED:20260224T175120Z
UID:94335-1769605200-1769621400@cfany.org
SUMMARY:12th Annual Sustainable Investing Symposium
DESCRIPTION:OverviewJoin investment professionals across asset classes who are navigating the real challenges and opportunities in sustainable investing today. This conference convenes practitioners to evaluate how sustainability continues to drive value amid shifting narratives\, to examine what is working when impact matters in alternative markets\, and how new technologies and capital flows are reshaping energy markets. Discussions will focus on building investment strategies that deliver competitive returns alongside measurable impact\, with candid perspectives on performance measurement\, the energy transition\, and aligning purpose with portfolio outcomes. \nProfessional Learning (PL) credits will be offered for this event. This event is closed to the pressThis event is closed to the pressAgenda12:30 PM | REGISTRATION \n\n1:00 PM | OPENING REMARKS \n Susan Hutman\, Senior Director\, Responsible Investing Fixed Income Integration\, Nuveen \n\n1:05 PM | FROM CAPITAL TO IMPACT: THE NEW SCORECARD FOR ALTERNATIVES \nModerator \nMoya Connelly\, Managing Partner\, Surmont Capital \nPanelists \nBhakti Mirchandani\, Managing Director\, Responsible Investing\, Trinity Church NYC \nRadhika Shroff\, Managing Director\, Private Equity Impact\, Nuveen \nMarina Severinovsky\, Head of Sustainability\, Americas\, Schroders \n\n1:45 PM | THE STATE OF THE SUSTAINABILITY LANDSCAPE AND OUTLOOK FOR 2026 \nModerator \nLindsey Sichel\, Founder\, Legacy Wealth LLC \nPanelists \nNidhi Chadda\, Founder and CEO\, Enzo Advisors \nNeil Datta\, Chief Investment Officer\, NKD Advisory\, LLC \nBertrand Deleuse\, Chief Financial Officer & Chief Sustainability Officer\, Water Garden Farms \nMirtha Kastrapeli\, Global Head of ISS Stoxx Research Institute\, ISS Stoxx \n\n2:25 PM | BREAK \n\n2:40 PM | ENERGY EXPANSION AND THE NEW JOULE ORDER \nModerator \nJames Gutman\, Senior Analyst\, S&P Global Energy \nPanelists \nSharo Atmeh\, Co-Founder and COO\, Montauk Capital \nLena Doan\, Managing Director\, Energy Infrastructure Credit\, Nuveen \nPeter Gardett\, CEO\, Noreva \n\n3:20 PM | PROFIT WITH A PURPOSE: THE EVOLUTION OF SOCIAL IMPACT \nModerator \nBeata Kirr \nPanelists \nMark Hays\, Managing Director\, Director of Sustainable Investing\, The Glenmede Trust Company \nAmantia Muhedini\, Head\, Sustainable and Impact Investing Americas\, UBS Wealth Management  \nSmitha Das\, Senior Director\, Investments\, World Education Services \n\n4:00 PM | AI\, DATA CENTERS & ENVIRONMENTAL RISKS AND OPPORTUNITIES \nKeynote Speaker \nAndrew Howell\, CFA\, FSA\, Head of Research\, Sustainable Finance\, Environmental Defense Fund \n\n4:20 PM | CLOSING REMARKS \nStephanie Potter\, Vice Chair\, Sustainable Investing Group  \n\n4:25 PM | NETWORKING RECEPTION \nAlcohol service is restricted to attendees 21 years of age or older. Government- issued photo ID will be required. Silver Sponsor:Supporting Sponsor:
URL:https://cfany.org/event/12th-annual-sustainable-investing-symposium/
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/12/jan-sus.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260219T173000
DTEND;TZID=America/New_York:20260219T203000
DTSTAMP:20260622T233449
CREATED:20260109T201443Z
LAST-MODIFIED:20260303T203547Z
UID:95260-1771522200-1771533000@cfany.org
SUMMARY:2nd Annual Excellence Investment Summit
DESCRIPTION:OverviewIn celebration of Black History Month\, the Excellence Investment Summit brings together successful and experienced industry experts to discuss and analyze the current state of the investment landscape across asset classes. These trailblazing investors will also discuss their professional journeys and provide invaluable insights into pathways to career success. This event offers a unique opportunity to gain a robust understanding of market conditions and future market trends\, explore career strategies\, and\, importantly\, connect and network with peers. \nA networking session will allow you to ask questions\, share insights\, and make valuable connections. Please share this event with other professionals who may be interested. \nAgenda5:30 PM | REGISTRATION \n\n5:50 PM | INTRODUCTION \nCarole Crawford\, CFA\, NACD.DC\,  Managing Partner\, fincap360 \n\n6:00 PM | PANEL DISCUSSION: ALLOCATING THROUGH UNCERTAINTY \nModerator \nArthur Olunwa\, CFA\, FCCA\, Former Head of U.S. Portfolio Management\, Aflac Global Investments \nPanelists \nAaron Kelley\, CFA\, CAIA\, Regional Director\, Russell Investments \nCaroline Lovelace\, CIO & Co-Portfolio Manager\, Preserver Partners\, LLC \nDavid E. Ourlicht\, Managing Director\, GAMCO Asset Management\, Board Member\, Merchants Mutual Insurance Group \n\n6:40 PM | PANEL DISCUSSION: THE NEW PLAYBOOK FOR CAPITAL DEPLOYMENT \nModerator \nMichelle DeFossett\, Chief Operating Officer\, Girls Who Invest \nPanelists \nBrian Aoaeh\, CFA\, Founder & Managing General Partner\, REFASHIOND Ventures: The Industrial Transformation Fund \nRose Blackwood\, CFA\, SVP\, Corporate Real Estate Strategy Executive\, Bank of America \nAlvin Butler\, CFA\, Managing Director\, Hunter Point Capital \n\n7:20 PM | CLOSING REMARKS \nGodwin Marfo Ahenkorah\, CFA\, CAIA\, Vice President\, J.P. Morgan Asset Management \n\n7:30 PM | NETWORKING RECEPTION \nAlcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required. Event Partners:
URL:https://cfany.org/event/2nd-annual-excellence-investment-summit/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Other Industry Event,Student,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/01/ex.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T110000
DTEND;TZID=America/New_York:20260226T150000
DTSTAMP:20260622T233449
CREATED:20251112T163210Z
LAST-MODIFIED:20251119T221829Z
UID:93704-1772103600-1772118000@cfany.org
SUMMARY:2026 CFA Institute Research Challenge\, New York Local Finals
DESCRIPTION:OverviewJoin us for the Local Final of the 2025/2026 CFA Institute Research Challenge\, hosted by CFA Society New York. This highly anticipated event marks the culmination of months of rigorous research\, analysis\, and teamwork as the top teams compete for a coveted spot in the next stage of this prestigious global competition. The winning team will advance to the Regional Competition\, where they will go head-to-head with top teams from around the world\, with the ultimate goal of reaching the Global Final. \nDon’t miss this exciting showcase of future finance leaders as they present their in-depth equity research and demonstrate the analytical skills that set them apart. \nBecome a student member for only $25 and attend members-only events! Complete the Student Application – CFA Society New York \nShare this with your friends + peers! \nAgenda10:30 AM | REGISTRATION \n\n11:00 AM | WELCOME PRESENTATION \n\n11:30 AM | TEAM PRESENTATION \n\n11:30 AM 10-minute presentation\n11:40 AM 10-minute team Q&A\n\n\n11:55 AM | TEAM PRESENTATION \n\n11:55 AM 10-minute presentation\n12:05 PM 10-minute team Q&A\n\n\n12:20 PM | TEAM PRESENTATION \n\n12:20 PM 10-minute presentation\n12:30 PM 10-minute team Q&A\n\n\n12:45 PM | TEAM PRESENTATION \n\n12:45 AM 10-minute presentation\n12:55 PM 10-minute team Q&A\n\n\n1:00 PM | JUDGES DELIBERATION \n\n\n1:50 PM |CFA INSTITUTE RESEARCH CHALLENGE\, NEW YORK REGIONAL WINNERS ANNOUNCED\n\n\n\n2:00 PM | CLOSING RECPTION
URL:https://cfany.org/event/2026-cfa-institute-research-challenge-new-york-local-finals/
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/2025/11/mo-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260310T173000
DTEND;TZID=America/New_York:20260310T210000
DTSTAMP:20260622T233449
CREATED:20260127T200022Z
LAST-MODIFIED:20260324T143946Z
UID:95681-1773163800-1773176400@cfany.org
SUMMARY:The Paradox of Portfolio Protection
DESCRIPTION:OverviewThis discussion will focus on convexity and asymmetric return profiles\, and why effective crisis protection does not need to come at the expense of long-term participation in rising markets. We will explore how markets express risk preferences through option pricing and why investors consistently pay a premium for protection against downside events. The objective is to reframe convexity not as a tactical hedge\, but as a structural portfolio feature that can improve outcomes across market cycles. \nThe conversation will also address behavioral biases\, including loss aversion\, regret aversion\, anchoring\, and overconfidence\, and how they shape investor decision-making during periods of stress. These behaviors often lead to poor timing and reactive portfolio changes\, particularly during drawdowns. By combining insights from volatility markets with behavioral finance\, the discussion will highlight how convex exposure can help investors remain invested through uncertainty and reduce the behavioral frictions that undermine long-term results. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \nGrace Albers\, CFA\, Senior Associate\, VR Capital Group \n\n6:05 PM | KEYNOTE SPEAKER \nTaylor Lukof\, Chief Executive Officer\, ABR Dynamic Funds LLC \n\n6:40 PM | PANEL DISCUSSION \nModerator \nChristian Lee\, Head of International Alternatives\, Itaú USA Asset Management \nPanelists \nTaylor Lukof\, Chief Executive Officer\, ABR Dynamic Funds LLC \nTodd Murphy\, CFA\, CFP\, CAIA\, Chief Investment Officer/ Co-Founder\, Garrison Murphy Wealth Management \nAnthony M. Wile\, CFA\, Head of Risk and Portfolio Construction\, Bessemer Trust \n\n7:25 PM | Panel Q&A \n\n7:40 PM | CLOSING REMARKS \nMehar Shah\, CAIA\, Partner\, Head of Sales\, ABR Dynamic Funds LLC \n\n7:45 PM | NETWORKING RECEPTION \n\n\nAlcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required. \nGold Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/the-paradox-of-portfolio-protection/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2026/01/get_rid_of_the_text_at_the_top_Nano_Banana_Pro_58268.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260318T173000
DTEND;TZID=America/New_York:20260318T210000
DTSTAMP:20260622T233449
CREATED:20251209T204934Z
LAST-MODIFIED:20260414T200538Z
UID:94690-1773855000-1773867600@cfany.org
SUMMARY:Defense Tech Investment Forum
DESCRIPTION:OverviewParticipants will gain a foundational understanding of how to assess and pursue opportunities in the defense technology investment sector through the lens of value investing. They will learn to identify emerging technologies with long-term growth potential by focusing on intrinsic value\, dual-use (defense and commercial) applicability\, and disciplined analysis. The session will also help participants align their defense technology knowledge\, risk tolerance\, and professional goals with sound investment strategies. Emphasis will be placed on both technical considerations and policy directives to evaluate market trends\, translate complex sector insights into actionable investment theses\, and effectively communicate value across technical\, military\, and financial domains. Attendees will leave with practical guidance on industry trends\, and how to build a competitive portfolio in defense-sector investing. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \nLeo Schmidt\, CFA\, Chair of the Institutional Asset Management Group\, CFA Society New York \n\n6:05 PM | KEYNOTE SPEAKER  \nIntroduction by Andrew Auslander\, CFA\, FRM\, Chair of the Value Investing Group and Board Member\, CFA Society New York \nSean Coffey\, Esq.\, Mediator/Arbitrator\, Phillips ADR \n\n6:30 PM | PANEL DISCUSSION – Investing in the Future of Defense Technology \nIntroduction by Andrew Auslander\, CFA\, FRM\, Chair of the Value Investing Group and Board Member\, CFA Society New York \nModerator \nAmrita Tiwari\, CFA\, Director\, New York Life Investment Management \nPanelists \n Tejas Dessai\, Director of Thematic Research\, Global X ETFs \nCashen Keeler\, Vice President\, Equity Research\, BNP Paribas \nGrant Meyer\, Ph.D.\, Electronics Division Chair\, National Defense Industrial Association \nMichael Nachshen\, President & Owner\, Fortis Strategic \nMark K. Norbury\, Advisory Board Member\, Snowpoint Ventures \nRene Reyna\, CFP\, Head of Thematic Product Strategy\, Invesco \n\n7:30 PM | Q&A \n\n7:45 PM | CLOSING REMARKS \nWon Palisoul\, Former Special Assistant to the Under Secretary of Personnel and Readiness\, Department of War and Member of Value Investing Committee \n\n7:50 PM | NETWORKING RECEPTION \nAlcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required. Gold Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/defense-tech-investment-forum/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Conference / Seminar,Global Passport,Institutional Asset Management,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/12/defense-tech-2.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T180000
DTEND;TZID=America/New_York:20260414T203000
DTSTAMP:20260622T233449
CREATED:20260223T154144Z
LAST-MODIFIED:20260429T202725Z
UID:96246-1776189600-1776198600@cfany.org
SUMMARY:Japanese Corporate Reform: Unlocking Decades of Undervaluation
DESCRIPTION:OverviewThis event will examine the most significant corporate reforms underway in Japan\, led by the Tokyo Stock Exchange (TSE) and JPX Exchange Group. These reforms—including enhanced board independence\, mandated cost-of-capital awareness\, improved capital allocation\, and the reduction of cross-shareholdings—are reshaping the landscape for investors and Japanese corporates alike\, unlocking deep and persistent undervaluation. The event will feature a presentation by the JPX representative in New York\, followed by a diverse panel discussion comprised of an actively invested asset allocator\, a Japan-focused portfolio manager\, and a senior executive from a Prime Market-listed Japanese company. The program will explore how reforms are being implemented\, how investors are responding\, and what may drive a sustained re-rating of Japanese equities. The session is intended to provide CFA members and the broader investment community with timely insights into a structural shift in one of the world’s most important equity markets. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \nToru Shindo\, CFA\, Chief Investment Officer\, United Nations Joint Staff Pension Fund \n\n6:10 PM | KEYNOTE SPEAKER  \nHaruyuki Yamashita\, CFA\, Head of Policy Engagement\, Tokyo Stock Exchange \n\n6:40 PM | PANEL DISCUSSION  Moderator \n Yoshiko Yamaguchi\, CFA\, Founder and CEO\, Soya Japan \nPanelists \nTimothy Foley\, Founder/Co-CIO\, Edwall Management\, LP \nAmy Shigemi Hatta\, CFA\, Outside Director\, Nomura Holding America Inc.  \nHaruyuki Yamashita\, CFA\, Head of Policy Engagement\, Tokyo Stock Exchange \nYuko Taniuchi\, Head of US Investor Relations\, Hitachi\, Ltd. \n\n7:20 PM | Q&A \n\n7:40 PM | CLOSING REMARKS \nMatt Haynes\, CIO and Portfolio Manager\, 1949 Value Advisors LLC \n\n7:45 PM | NETWORKING RECEPTION \n\nSake tasting experience kindly provided by \n\n\n \n\nAlcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required.
URL:https://cfany.org/event/japanese-corporate-reform-unlocking-decades-of-undervaluation/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:Conference / Seminar,Global Passport,Institutional Asset Management,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/02/Copy-of-ex.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T113000
DTEND;TZID=America/New_York:20260519T190000
DTSTAMP:20260622T233450
CREATED:20260302T163329Z
LAST-MODIFIED:20260514T153847Z
UID:96638-1779190200-1779217200@cfany.org
SUMMARY:Strengthening the Narrative and Closing the Valuation Disconnect: Where the Capital Markets Meet Messaging
DESCRIPTION:Overview\n\n\n  For the first time\, NIRI Virtual Chapter and CFA Society New York move beyond talking points. \n  This session delivers actionable insights for companies and the buy-side navigating a 2026 market defined by information overload. \n\n  Key themes \n  \n    \n      FILTERING OUT THE NOISE \n      Communications expert Richard Torrenzano dissects the new world of information warfare — synthetic narratives\, rapid-fire social media\, and AI-driven data that obscure key messages. \n    \n    \n      THE HIGH-CONVICTION LENS \n      A transparent look at which specific data points and signals actually move the needle for investors\, and how IR communication can close that gap. \n    \n    \n      THE EARNINGS PROCESS DEMYSTIFIED \n      Real talk on managing expectations when the landscape shifts daily. How IROs and analysts can calibrate signals to maximize impact. \n    \n    \n      DECISIONS AT THE C-SUITE LEVEL \n      CFOs discuss how IR feedback is processed\, weighed\, and incorporated into strategic decisions. \n    \n  \n\n  \n\n  Why this matters for you \n  A unique\, exclusive gathering of IR\, capital markets\, and financial leadership professionals — focused on aligning messaging to market dynamics. \n\n  \n    \n      For the CFA \n      Learn exactly how IR teams curate the information you rely on — and sharpen your ability to read between the lines of corporate communication. \n    \n    \n      For the IR professional \n      Understand the precise transparency high-conviction investors demand when conducting due diligence. \n    \n  \n\nThe Valuation Gap Summit \nA zero filtered exchange between IR and Wall Street \n\n\n11:30 AM \nRegistration \n\n\n12:00 PM \nNetworking lunch \n\n\n1:00 PM \n\nWelcome Remarks \nNicole Maselli\, President-Elect\, NIRI Virtual Chapter \n\n\n\n1:10 PM \n\nAI\, IR\, and the new world of information & automation \nModerator \nSamir Desai\, Managing Director\, Needham & Company \nPanelists \nDouglas Borthwick\, Co-Founder & Editor\, The Bridge Newsletter \nGregg Lampf\, IRC\, VP\, Investor Relations\, Ciena Corporation \n\n\n\n2:00 PM \n\nThe buyside whisper \nHow IROs manage pre-earnings communications\, and how to communicate effectively in this transformed landscape \nModerator \nStephen Willoughby\, Sr Vice President\, Investor Relations – ESG & Risk\, Revvity \nPanelists \nMegan Larson\, IRC\, Vice President of Strategic Initiatives\, Efficient Markets (EnergyNet) \nWalter B. Stackow\, CFA\, CSRIC\, Sr Equity Research Analyst – Consumer\, Thrivent Asset Management \nDavid Speyer\, Sr Equity Analyst\, Schroders \n\n\n\n2:50 PM \nBreak \n\n\n3:00 PM \n\nPresentation \nProtecting business\, brand and reputation: Mastering and winning the AI digital battlefield \nRichard Torrenzano\, Chief Executive\, The Torrenzano Group \n\n\n\n3:40 PM \n\nExploring the hedge fund process \nDeep dive into investor expectations \nModerator \nMatthew Barry\, CPA\, CFA\, Director of Capital Markets and Investor Relations\, Nano Nuclear Energy Inc. \nPanelists \nNeil Guha\, Portfolio Manager\, Corbets Capital \nGriffin Newman\, Portfolio Manager\, Point 72 \n\n\n\n4:30 PM \nBreak \n\n\n4:40 PM \n\n Innovative Approaches to Investor Communications \n A lively discussion of emerging creative practices IR teams are using to get their story out with insights on what works and implications for IROs looking to try new approaches. \nModerator \nTara Dziedzic\, Head of US Listings\, NYSE \nPanelists \nRebecca Gardy\, IRC\, Chief Investor Relations Officer (retired)\, The Campbell’s Company\nLisa Friedman\, Senior Managing Director\, Teneo \nHarry Shah\, Principal & CEO\, OUTKREATE\, IR Presentation Experts \n\n\n\n5:40 PM \n\nClosing Remarks \nDanielle Kloeblen\, CFA\, Treasurer & SVP Investor Relations\, McGraw Hill \n\n\n\n5:50 PM \nNetworking reception \n\n\n\nAlcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required. \n\n\nCo-hosted by:Virtual Chapter Event Sponsoring Partner:
URL:https://cfany.org/event/strengthening-the-narrative-and-closing-the-valuation-disconnect-where-the-capital-markets-meet-messaging/
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:20260610T083000
DTEND;TZID=America/New_York:20260610T160000
DTSTAMP:20260622T233450
CREATED:20260326T153702Z
LAST-MODIFIED:20260612T152355Z
UID:97206-1781080200-1781107200@cfany.org
SUMMARY:36th Annual High Yield Bond Conference
DESCRIPTION:Overview\n\n\n  36th annual conference\n  The Annual High Yield Bond Conference continues to serve as a leading forum for investors\, analysts\, and industry practitioners navigating the evolving credit landscape. This year's program brings together top voices from across asset management\, research\, and data analytics to examine the forces shaping today's high yield and leveraged finance markets. \n  Key themes \n  \n    Market Outlook\n    Bankruptcy & Restructuring Trends\n    Credit Data & Private Credit Indexes\n    Covenants & Leveraged Loans\n  \n  The program also features a portfolio managers panel offering real-world perspectives on investment strategy and portfolio positioning. Designed to balance technical insight with practical application\, the conference provides a comprehensive view of the opportunities and risks defining the high yield space today. \n\n\n\n  Agenda \n\n  \n    8:30 AM\n    Registration \n  \n\n  \n    9:00 AM\n    \n      Opening Remarks \n      Martin Fridson\, CFA — Chief Investment Officer\, Lehmann\, Livian\, Fridson Advisors LLC \n    \n  \n\n  \n    9:05 AM\n    \n		Market Overview \n  		Shannan Murphy — Managing Director\, Head of Americas Leveraged Finance\, S&P Global \n    \n  \n\n  \n    9:50 AM\n    \n      Bankruptcy & Restructuring \n      Negisa Balluku\, J.D. — Bloomberg Intelligence\, Senior Analyst\, Bankruptcy Litigation\, Bloomberg LP \n    \n  \n\n  \n    10:30 AM\n    Coffee Break \n  \n\n  \n    11:00 AM\n    \n      Gen AI in Credit Research \n      Robert Slater\, CFA — Chief Executive Officer & Founder\, Cognitive Credit \n    \n  \n\n  \n    11:45 AM\n    \n      Private Credit Indexes \n      Tod Trabocco\, CFA — Managing Director\, StepStone Private Debt \n    \n  \n\n  \n    12:30 PM\n    Lunch \n  \n\n  \n  1:00 PM\n  \n    Portfolio Managers Panel \n    Clint Comeaux — Managing Director\, Portfolio Manager\, Loans and High Yield\, ONEX Credit \n    Howard C. Greene\, CFA — Sr. Managing Director\, Sr. Portfolio Manager\, Manulife Investment Management \n    Mark Rieder — Chief Investment Officer\, LaMar Asset Management \n  \n\n\n  \n    2:00 PM\n    New Developments in Covenants \n	Evan Friedman\,   — Senior Vice President/Manager\, Moody’s Investors Service \n  \n\n  \n    2:45 PM\n    Coffee Break \n  \n\n  \n    3:05 PM\n    \n      Leveraged Loans \n      Steven Miller — Managing Director\, CreditSights Group\, Fitch Solutions \n    \n  \n\n\n    3:50 PM\n    \n      'The High Yield Market & the Electronic Trading Advantage' \n      Patrick Lenhart\, CFA — Regional Head of Sales\, Boston\, MarketAxess \n    \n  \n\n  \n    4:00 PM\n    \n      Closing Remarks \n      Martin Fridson\, CFA — Chief Investment Officer\, Lehmann\, Livian\, Fridson Advisors LLC \n    \n  \n\nGold Sponsor:Silver Sponsors:  \n \nBronze Sponsor:
URL:https://cfany.org/event/36th-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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/03/Copy-of-web-tile.png
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END:VCALENDAR