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Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Financial Issues Forum presents Raghuram Rajan and Rohit Lamba on “Breaking the Mould: Reimagining India’s Economic Future”

Virtual Only

Overview Where is India going today? Is it surging forward, having just overtaken the United Kingdom to become the fifth-largest economy in the world? Or is it flailing, unable to provide jobs for the millions joining the labor force? What should India do to secure a better future? India is at a crossroads [...]

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming
Featured Featured

Global Investment Performance Standards

Virtual Only

We will discuss the key challenges firms are dealing with when moving to the latest GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.

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Conference, Conference / Seminar, Global Passport, Performance & Risk Analytics, Sustainable Investing, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Financial Issues Forum presents Michael Gatto on “The Credit Investor’s Handbook”

Virtual Only

The leveraged credit market is currently valued at over $4 trillion and is one of the fastest-growing asset classes, fueling demand for well-trained credit analysts. Michael Gatto’s latest book, The Credit Investor’s Handbook: Leveraged Loans, High Yield Bonds and Distressed Debt, is the definitive guide for young investment professionals embarking on a career investing in the leveraged credit markets – whether public, private, performing or distressed. Experienced professionals will also immensely benefit from this guide as they refine their investment skills.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Introduction to Python for Business and Finance- Cognitir

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Featured Featured

ESG Accounting, Modeling and Implications of Recent Regulations

Virtual Only

Climate-Related Disclosures: How to Cleave the Uncertainty Analysts, portfolio managers, data researchers and more are struggling with climate related data. Hear from a panel with knowledge of how to use the current state of the art and what's next.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Sustainable Investing, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Intro to Data Science for Business and Finance (Advanced Python)

Virtual Only

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Financial Issues Forum presents Paolo Zannoni on “Money and Promises: Seven Deals that Changed the World”

Virtual Only

Overview Where did modern banking come from―and how does this history help us understand financial crises? Join us for a virtual event with distinguished banker, executive and historian Paolo Zannoni, as he discusses his forthcoming book, Money and Promises, and examines the complex relationship between states and banks that has changed the world. [...]

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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