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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241002T180000
DTEND;TZID=America/New_York:20241002T193000
DTSTAMP:20260724T053423
CREATED:20240723T164636Z
LAST-MODIFIED:20240723T164636Z
UID:85341-1727892000-1727897400@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-42/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241002T180000
DTEND;TZID=America/New_York:20241002T193000
DTSTAMP:20260724T053423
CREATED:20231205T171635Z
LAST-MODIFIED:20240201T173439Z
UID:81914-1727892000-1727897400@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-37/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241007T180000
DTEND;TZID=America/New_York:20241007T193000
DTSTAMP:20260724T053423
CREATED:20231205T145413Z
LAST-MODIFIED:20231205T145413Z
UID:81887-1728324000-1728329400@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-14/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T120000
DTEND;TZID=America/New_York:20241010T130000
DTSTAMP:20260724T053423
CREATED:20240918T190059Z
LAST-MODIFIED:20240925T174133Z
UID:86033-1728561600-1728565200@cfany.org
SUMMARY:Financial Issues Forum presents Philipp Carlsson-Szlezak and Paul Swartz \, on “Shocks\, Crises\, and False Alarms”
DESCRIPTION:OverviewThe shocks and crises of recent years—pandemic\, recession\, inflation\, war—have forced executives and investors to recognize that the macroeconomy is now a risk to be actively managed. Yet unreliable forecasting\, pervasive doomsaying and whipsawing data severely hamper the task of decoding the landscape. Are disruptions transient and ephemeral—or permanent and structural? False alarms are costly traps\, but so are true structural changes that go undetected. How can leaders avoid these macro traps to make better tactical and strategic decisions? \nIn this perspective-shifting book\, BCG Chief Economist Philipp Carlsson-Szlezak and Senior Economist Paul Swartz provide a fresh and accessible way to assess macroeconomic risk\, and a corrective to prevailing thinking and practice. Casting doubt on conventional model-based thinking\, they demonstrate a more powerful approach to building sound macroeconomic judgment. Using incisive analysis built upon frameworks\, historical context and structural narratives—what they call “economic eclecticism”—the book empowers readers with the durable skills to assess continuously evolving risks in the real economy\, financial system and the geopolitical arena. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. \nAbout the SpeakerPhilipp Carlsson-Szlezak is Boston Consulting Group’s global chief economist. He also leads the Center for Macroeconomics at the BCG Henderson Institute. Philipp advises executives and investors on the tactical economic outlook and on structural change. Publishing at the intersection of finance\, macroeconomics\, and business\, he is a frequent contributor to Harvard Business Review\, World Economic Forum and other business publications. You can read Philipp’s latest thinking in his Fortune.com column. Philipp was previously chief economist at Sanford C. Bernstein\, where he covered the economy and markets for institutional investors across the global asset management industry. Earlier in his career\, he spent more than 10 years advising financial institutions and governments at BCG\, the Organization for Economic Co-operation and Development (OECD) and McKinsey & Company. \nPaul Swartz is a senior economist and director in Boston Consulting Group’s New York office. He works within the Center for Macroeconomics at the BCG Henderson Institute. Paul previously worked at AB Bernstein (Sanford C. Bernstein)\, where he covered the economy and markets for institutional investors. Earlier in his career\, Paul focused on global macroeconomic issues while working at Goldman Sachs\, the Council on Foreign Relations and Bridgewater Associates. He serves as the vice-chair to the Dean’s Advisory Board (College of Art & Sciences) at Syracuse University.
URL:https://cfany.org/event/philipp-carlsson-szlezak-and-paul-swartz-on-shocks-crises-and-false-alarms/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Student,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/09/2425-Oct10_FIF_Carlsson-Swartz_1920x1080-768x432-3.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T180000
DTEND;TZID=America/New_York:20241016T193000
DTSTAMP:20260724T053423
CREATED:20240625T152954Z
LAST-MODIFIED:20240625T153320Z
UID:85155-1729101600-1729107000@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-31/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241018T120000
DTEND;TZID=America/New_York:20241018T133000
DTSTAMP:20260724T053423
CREATED:20240130T173642Z
LAST-MODIFIED:20240918T141958Z
UID:82939-1729252800-1729258200@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing 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.  \nThis month join us with our guest speaker June Hu\, Sustainability and ESG Lead at law firm\, Sullivan and Cromwell. \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-36/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T120000
DTEND;TZID=America/New_York:20241024T130000
DTSTAMP:20260724T053424
CREATED:20240918T190855Z
LAST-MODIFIED:20240925T174140Z
UID:86034-1729771200-1729774800@cfany.org
SUMMARY:Financial Issues Forum presents J. Doyne Farmer on “Making Sense of Chaos: A Better Economics for a Better World”
DESCRIPTION:OverviewWe live in an age of increasing complexity—an era of accelerating technology and global interconnection that holds more promise\, and more peril\, than any other time in human history. The fossil fuels that have powered global wealth creation now threaten to destroy the world they helped build. Automation and digitization promise prosperity for some\, unemployment for others. Financial crises fuel growing inequality\, polarization and the retreat of democracy. \nAt heart\, all these problems are rooted in the economy\, yet the guidance provided by economic models has often failed. Many books have been written about J. Doyne Farmer and his work\, but this is the first in his own words. It presents a manifesto for how to do economics better. In this tale of science and ideas\, Farmer fuses his profound knowledge and expertise with stories from his life to explain how we can bring a scientific revolution to bear on the economic conundrums facing society. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. \nAbout the SpeakerJ. Doyne Farmer is an American complex systems scientist and entrepreneur who pioneered many of the fields that define the scientific agenda of our times: chaos\, complex systems\, artificial life\, wearable computing and more. He is the director of the Complexity Economics program at the Institute for New Economic Thinking at the Oxford Martin School\, Baillie Gifford Professor of Complex Systems Science at the University of Oxford\, chief scientist at Macrocosm and an external professor at the Santa Fe Institute. \nPreviously\, he was an Oppenheimer Fellow and the founder of the Complex Systems Group at Los Alamos National Laboratory. While a graduate student\, he led a cooperative that built the first wearable (and concealed) digital computer and used it in casinos\, successfully beating the house. He was a founder of Prediction Company\, an early quantitative automated trading firm that was sold to the United Bank of Switzerland in 2006. An adventurer and avid sailor\, Doyne finds time to sail his boat\, Eudemon\, and is a founder of Macrocosm\, a new company using complexity economics to guide the green energy transition. \n 
URL:https://cfany.org/event/j-doyne-farmer-on-making-sense-of-chaos/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Student,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/09/2425-Oct24_FIF-Farmer_1920x1080-768x432-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241104T180000
DTEND;TZID=America/New_York:20241104T193000
DTSTAMP:20260724T053424
CREATED:20241009T191736Z
LAST-MODIFIED:20241009T202338Z
UID:86396-1730743200-1730748600@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP \nThis month\, we’re hosting a ‘pitch meeting’ where participants are invited to prepare a 5-minute presentation on an asset of their choice
URL:https://cfany.org/event/value-investing-group-meeting-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241106T180000
DTEND;TZID=America/New_York:20241106T193000
DTSTAMP:20260724T053424
CREATED:20240723T164747Z
LAST-MODIFIED:20240723T164747Z
UID:85342-1730916000-1730921400@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-43/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T120000
DTEND;TZID=America/New_York:20241107T130000
DTSTAMP:20260724T053424
CREATED:20240918T191214Z
LAST-MODIFIED:20240918T191709Z
UID:86035-1730980800-1730984400@cfany.org
SUMMARY:Financial Issues Forum presents Paulina Bren on “She-Wolves: The Untold History of Women on Wall Street”
DESCRIPTION:OverviewFirst came the secretaries from Brooklyn and Queens―the “smart cookies” who learned on the job despite the obstacles. Then came the first Harvard Business School grads\, who\, despite their hard-earned diplomas\, often settled for less. Eventually came the yuppies of the 1980s in power suits and commuter sneakers. \nIn She-Wolves\, award-winning historian Paulina Bren tells the story of the first generations of women who fought their way into the bad-boy culture and lavish opulence of the finance world. If the wolves of Wall Street made a show of their ferocity\, the she-wolves did so with tough-as-nails persistence. Starting at a time when “No Ladies” signs hung across the doors of Wall Street’s clubs and unapologetic sexism and racism were the norm at top firms\, Bren chronicles the remarkable women who demanded a seat at the table. She-Wolves is an engaging and enraging look at the collision of women\, finance and New York from the go-go years to ground zero. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. \nAbout the SpeakerPaulina Bren is an award-winning historian and professor at Vassar College\, where she teaches international\, gender and media studies. In addition to She-Wolves\, she is the author of The Barbizon: The Hotel That Set Women Free. She lives in New York City.
URL:https://cfany.org/event/paulina-bren-on-she-wolves/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/09/2425-Nov07_FIF-Bren_1920x1080-768x432-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241108T120000
DTEND;TZID=America/New_York:20241108T133000
DTSTAMP:20260724T053424
CREATED:20240130T173735Z
LAST-MODIFIED:20241106T161655Z
UID:82941-1731067200-1731072600@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing 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.  \nThis month join us with our guest speaker Andrew Eil\, SCR\, Head of Climate Risk for North America with Tata Consultancy Services (TCS). \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-37/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241112T180000
DTEND;TZID=America/New_York:20241112T190000
DTSTAMP:20260724T053424
CREATED:20241018T201357Z
LAST-MODIFIED:20241112T192740Z
UID:86592-1731434400-1731438000@cfany.org
SUMMARY:The CFA Charter Journey: How Students Can Gain A Competitive Edge
DESCRIPTION:OverviewThis engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program\, strategies for exam preparation\, and tips on developing essential soft skills that contribute to long-term professional success. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOME REMARKS FROM CFA SOCIETY NEW YORK  \nRob Langrick\, CFA\, CIPM\, CFA Institute \n\nUnderstanding the CFA Exam Process as Student – CFA Institute\nWhat is the CFA Program? A brief overview of the process tailored for students. CFA Institute\, the exam structure\, and the curriculum\nCareer Opportunities: Discuss the various career paths open to CFA charterholders\, highlighting the demand for financial analysts\, portfolio managers\, and investment advisors.\n\n\n\n\n\n6:15 PM | PREPARING FOR THE CFA EXAM \nDr. Andrew Spieler\, CFA\, FRM\, CAIA\, Associate Professor of Finance at Frank G. Zarb School of Business\, Hofstra University \n\nStudy Material and Resources: Provide information on official CFA study materials\, recommended textbooks\, and online resources.\nEffective Study Techniques: Share tips on creating a study schedule\, time management\, and active learning strategies.\nMock Exams and Practice Questions: Discuss the importance of practicing with mock exams and solving practice questions to assess progress and identify areas for improvement.\n\n\n6:30 PM | DEVELOPING ESSENTIAL SOFT SKILLS  \nCFA Society New York Q & A with Student Speaker: Eva Dong & James Tantachuco\, CFA \n\nBenefits of the CFA Designation: Discuss the professional recognition\, increased earning potential\, and enhanced credibility associated with the CFA.\nNetworking and Career Guidance\nMentorship Programs: Highlight the benefits of mentorship and discuss opportunities for students to connect with CFA charterholders.\nImportance of Soft Skills: Emphasize the role of soft skills in professional success\, such as communication\, teamwork\, problem-solving\, and leadership.\n\n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS & RESOURCES
URL:https://cfany.org/event/the-cfa-charter-journey-how-students-can-gain-a-competitive-edge/
LOCATION:Virtual Only
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/10/1112-CFANY-Web-Tile-e1730990445949.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T180000
DTEND;TZID=America/New_York:20241120T193000
DTSTAMP:20260724T053424
CREATED:20240625T170630Z
LAST-MODIFIED:20240625T170630Z
UID:85157-1732125600-1732131000@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-32/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241121T110000
DTEND;TZID=America/New_York:20241121T120000
DTSTAMP:20260724T053424
CREATED:20241028T203037Z
LAST-MODIFIED:20250331T153105Z
UID:86726-1732186800-1732190400@cfany.org
SUMMARY:How Asset Owners Can Address Stock Market Concentration with a Novel Approach to Minimum Variance
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThe significant increase in stock concentration fueled by the performance of tech stocks is driving the search for large cap equity exposure that provides enhanced diversification\, tighter industry\, country and region constraints and positive factor exposure. Hear how one US asset owner achieved this with a novel approach to minimum variance strategies. In this webinar the panel will discuss the changing dynamics of the US equity market and growing interest for minimum variance approaches. Attendees will learn about the key differences between a new and a traditional approach to minimum variance investing and how to obtain a more nuanced low-risk exposure to equities\, modify the risk characteristics of strategic asset allocations\, and implement defensive strategies. \nAgenda11:00 AM | OPENING REMARKS \n\n11:05 AM | PANEL DISCUSSION \nModerator \nGilles Hilary\, Ph.D.\, Professor\, Georgetown University \nPanelists \nScott Dohemann\, CFA\, Head of the BlackRock Index Sales Team-Pensions\, Foundations\, and Family Offices\, BlackRock \nAndrew Dougan\, D.Phil\, Managing Director\, Wilshire Indexes \nThomas Toth\, Managing Director\, Wilshire Advisors \n\n11: 55 AM | Q&A
URL:https://cfany.org/event/how-asset-owners-can-address-stock-market-concentration-with-a-novel-approach-to-minimum-variance/
LOCATION:Virtual Only
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/10/1121-CFANY-Web-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T180000
DTEND;TZID=America/New_York:20241203T193000
DTSTAMP:20260724T053424
CREATED:20241125T155319Z
LAST-MODIFIED:20241125T155319Z
UID:87031-1733248800-1733254200@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-15/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241205T180000
DTEND;TZID=America/New_York:20241205T193000
DTSTAMP:20260724T053424
CREATED:20241211T165220Z
LAST-MODIFIED:20241211T165220Z
UID:87201-1733421600-1733427000@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-50/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241205T180000
DTEND;TZID=America/New_York:20241205T193000
DTSTAMP:20260724T053424
CREATED:20240723T164834Z
LAST-MODIFIED:20241203T153618Z
UID:85343-1733421600-1733427000@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-44/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241205T180000
DTEND;TZID=America/New_York:20241205T193000
DTSTAMP:20260724T053424
CREATED:20240201T173625Z
LAST-MODIFIED:20241126T172427Z
UID:82995-1733421600-1733427000@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-38/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241206T120000
DTEND;TZID=America/New_York:20241206T133000
DTSTAMP:20260724T053424
CREATED:20240130T173831Z
LAST-MODIFIED:20240130T173831Z
UID:82943-1733486400-1733491800@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing 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.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-38/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241217T180000
DTEND;TZID=America/New_York:20241217T193000
DTSTAMP:20260724T053424
CREATED:20241001T184631Z
LAST-MODIFIED:20241001T184719Z
UID:86297-1734458400-1734463800@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group\, or attend industry events and networking opportunities join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-30/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241218T180000
DTEND;TZID=America/New_York:20241218T193000
DTSTAMP:20260724T053424
CREATED:20240625T171001Z
LAST-MODIFIED:20240625T171001Z
UID:85162-1734544800-1734550200@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-33/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250106T180000
DTEND;TZID=America/New_York:20250106T193000
DTSTAMP:20260724T053424
CREATED:20241016T173404Z
LAST-MODIFIED:20250102T210245Z
UID:86542-1736186400-1736191800@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP \nThis month\, we’re hosting a ‘pitch meeting’ where participants are invited to prepare a 5-minute presentation on an asset of their choice\nPlease fill out this survey if you’d like to present: Survey
URL:https://cfany.org/event/value-investing-group-meeting-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250109T180000
DTEND;TZID=America/New_York:20250109T193000
DTSTAMP:20260724T053424
CREATED:20240723T164916Z
LAST-MODIFIED:20241218T191723Z
UID:85344-1736445600-1736451000@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-45/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250203T180000
DTEND;TZID=America/New_York:20250203T193000
DTSTAMP:20260724T053424
CREATED:20241125T160027Z
LAST-MODIFIED:20241125T160027Z
UID:87034-1738605600-1738611000@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION: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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-24/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250205T180000
DTEND;TZID=America/New_York:20250205T193000
DTSTAMP:20260724T053424
CREATED:20250107T181648Z
LAST-MODIFIED:20250107T181648Z
UID:87491-1738778400-1738783800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-39/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250205T180000
DTEND;TZID=America/New_York:20250205T193000
DTSTAMP:20260724T053424
CREATED:20241211T165042Z
LAST-MODIFIED:20241211T165042Z
UID:87198-1738778400-1738783800@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-47/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T180000
DTEND;TZID=America/New_York:20250212T193000
DTSTAMP:20260724T053424
CREATED:20250207T192933Z
LAST-MODIFIED:20250207T193738Z
UID:87935-1739383200-1739388600@cfany.org
SUMMARY:Veterans Roundtable
DESCRIPTION:Group DescriptionThe Veterans Committee of CFA Society New York\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute.  \nPart of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFA Society New York members\, CFA Charterholders\, CFA program participants\, active-duty military service members\, and interested persons dedicated to CFA Institute mission and values. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:https://cfany.org/event/veterans-roundtable/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T180000
DTEND;TZID=America/New_York:20250212T193000
DTSTAMP:20260724T053424
CREATED:20250116T195300Z
LAST-MODIFIED:20250116T195300Z
UID:87637-1739383200-1739388600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-82/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250218T180000
DTEND;TZID=America/New_York:20250218T193000
DTSTAMP:20260724T053424
CREATED:20250107T173342Z
LAST-MODIFIED:20250107T173342Z
UID:87475-1739901600-1739907000@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group or attend industry events and networking opportunities join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-29/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250219T180000
DTEND;TZID=America/New_York:20250219T193000
DTSTAMP:20260724T053424
CREATED:20250116T193205Z
LAST-MODIFIED:20250116T193837Z
UID:87635-1739988000-1739993400@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-29/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
END:VCALENDAR