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DTSTART;TZID=America/New_York:20251119T173000
DTEND;TZID=America/New_York:20251119T200000
DTSTAMP:20260625T032755
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251204T173000
DTEND;TZID=America/New_York:20251204T200000
DTSTAMP:20260625T032755
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T173000
DTEND;TZID=America/New_York:20260115T203000
DTSTAMP:20260625T032755
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:20260625T032755
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260128T130000
DTEND;TZID=America/New_York:20260128T173000
DTSTAMP:20260625T032755
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:20260625T032755
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:20260625T032755
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:20260625T032755
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260318T173000
DTEND;TZID=America/New_York:20260318T210000
DTSTAMP:20260625T032755
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T180000
DTEND;TZID=America/New_York:20260414T203000
DTSTAMP:20260625T032755
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T113000
DTEND;TZID=America/New_York:20260519T190000
DTSTAMP:20260625T032755
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:20260625T032755
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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