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X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250618T180000
DTEND;TZID=America/New_York:20250618T193000
DTSTAMP:20260724T152623
CREATED:20250130T165427Z
LAST-MODIFIED:20250130T165427Z
UID:87779-1750269600-1750275000@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-37/
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:20250620T120000
DTEND;TZID=America/New_York:20250620T130000
DTSTAMP:20260724T152623
CREATED:20250401T190220Z
LAST-MODIFIED:20250731T134449Z
UID:89197-1750420800-1750424400@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-40/
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:20250702T180000
DTEND;TZID=America/New_York:20250702T193000
DTSTAMP:20260724T152623
CREATED:20241211T170045Z
LAST-MODIFIED:20241211T170045Z
UID:87209-1751479200-1751484600@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-52/
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:20250707T180000
DTEND;TZID=America/New_York:20250707T190000
DTSTAMP:20260724T152623
CREATED:20241016T173906Z
LAST-MODIFIED:20250205T160015Z
UID:86545-1751911200-1751914800@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 choicePlease fill out this survey if you’d like to present: Survey
URL:https://cfany.org/event/value-investing-group-meeting-20/
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:20250708T173000
DTEND;TZID=America/New_York:20250708T190000
DTSTAMP:20260724T152623
CREATED:20250403T194247Z
LAST-MODIFIED:20250403T201536Z
UID:89249-1751995800-1752001200@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group
URL:https://cfany.org/event/wealth-management-group-meeting-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250709T180000
DTEND;TZID=America/New_York:20250709T193000
DTSTAMP:20260724T152623
CREATED:20250207T200424Z
LAST-MODIFIED:20250207T200424Z
UID:87950-1752084000-1752089400@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-6/
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:20250715T180000
DTEND;TZID=America/New_York:20250715T193000
DTSTAMP:20260724T152623
CREATED:20250107T174545Z
LAST-MODIFIED:20250611T134029Z
UID:87478-1752602400-1752607800@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-32/
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:20250716T180000
DTEND;TZID=America/New_York:20250716T193000
DTSTAMP:20260724T152623
CREATED:20250130T165611Z
LAST-MODIFIED:20250130T165611Z
UID:87780-1752688800-1752694200@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-38/
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:20250716T180000
DTEND;TZID=America/New_York:20250716T193000
DTSTAMP:20260724T152623
CREATED:20250116T200413Z
LAST-MODIFIED:20250116T200413Z
UID:87643-1752688800-1752694200@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-95/
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:20250718T120000
DTEND;TZID=America/New_York:20250718T130000
DTSTAMP:20260724T152623
CREATED:20250401T190431Z
LAST-MODIFIED:20250710T133835Z
UID:89199-1752840000-1752843600@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 \nFeatured Speaker:Mario López-Alcalá\, CFA\n \nMario López-Alcalá\, CFA\, has 20+ years of experience integrating climate change\, ESG and impact factors into the investment process. Mario’s professional experience expands from teaching and researching Law and Economics\, to working on responsible investment in Public-Private Partnerships (PPPs) as well as in private and public capital markets on both the sell and buy sides. He has held positions at Mexico’s National University\, the UN\, Innovest\, RiskMetrics\, MSCI\, APG Asset Management and Brown Brothers Harriman. Mario serves as a member of IFRS’ Sustainability Reference Group providing technical guidance on IFRS S1 and S2. \nHe holds a BA in Economics from the Technological Autonomous Institute of Mexico\, a JD from the National Autonomous University of Mexico\, and a Masters in Environmental Science and Policy from Columbia University. Mario is a CFA Charter Holder.
URL:https://cfany.org/event/sustainable-investing-group-meeting-41/
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:20250804T180000
DTEND;TZID=America/New_York:20250804T190000
DTSTAMP:20260724T152623
CREATED:20241125T163136Z
LAST-MODIFIED:20250725T142841Z
UID:87050-1754330400-1754334000@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-26/
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:20250806T180000
DTEND;TZID=America/New_York:20250806T193000
DTSTAMP:20260724T152623
CREATED:20250107T182002Z
LAST-MODIFIED:20250725T143909Z
UID:87494-1754503200-1754508600@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-42/
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:20250806T180000
DTEND;TZID=America/New_York:20250806T193000
DTSTAMP:20260724T152623
CREATED:20241211T170120Z
LAST-MODIFIED:20250725T143139Z
UID:87210-1754503200-1754508600@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-53/
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:20250812T173000
DTEND;TZID=America/New_York:20250812T190000
DTSTAMP:20260724T152623
CREATED:20250403T194335Z
LAST-MODIFIED:20250812T150122Z
UID:89251-1755019800-1755025200@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group \nFeatured Speaker: Olivia Vande WoudeOlivia Vande Woude\, Senior Associate of Ecosystem Growth for Institutions and Capital Markets at Ava Labs \nOlivia Vande Woude\, is Senior Associate of Ecosystem Growth for Institutions and Capital Markets at Ava Labs. She works with major financial institutions implementing blockchain solutions and will share insights on what wealth managers need to know about this technology’s move into mainstream finance. \nJoin us to learn how major banks and asset managers are applying blockchain technology to traditional finance: \n\nLearn why BlackRock\, Franklin Templeton\, and Apollo are building on blockchain infrastructure – moving beyond pilots to regulated products\nSee real examples: J.P. Morgan processing billions in tokenized assets daily\, Citi modernizing FX trading\nUnderstand how blockchain addresses familiar pain points: T+2 settlement delays\, operational costs\, and fragmented systems\nExplore what this technological shift means for wealth management
URL:https://cfany.org/event/wealth-management-group-meeting-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250813T120000
DTEND;TZID=America/New_York:20250813T130000
DTSTAMP:20260724T152623
CREATED:20250605T210530Z
LAST-MODIFIED:20250812T150236Z
UID:90283-1755086400-1755090000@cfany.org
SUMMARY:International Investment Group Meeting
DESCRIPTION:Group DescriptionThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected\, investors must navigate geopolitical risks\, currency fluctuations\, and evolving regulations to uncover international opportunities. \nJOIN THIS GROUP \nFeatured Speaker: Zibing (Grant) GaoZibing (Grant) Gao\, Managing Director and Portfolio Manager\, EJF Capital \nMr. Zibing (Grant) Gao is a Managing Director and Portfolio Manager at EJF Capital\, where he leads long/short and event-driven strategies across U.S. financials\, real estate equities\, high-yield credit\, and structured products. He also served as CEO of EJF China\, overseeing the firm’s QDLP operations. Mr. Gao holds a B.A. in Economics from Renmin University of China\, an M.S. in Finance from the University of Rochester\, and an MBA from The Wharton School of the University of Pennsylvania. He is a CFA charterholder and certified FRM. Mr. Gao currently chairs Innoview Foundation and Nextt Group Inc.\, and serves on the Simon Business School Global Alumni Board.
URL:https://cfany.org/event/international-investment-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,International Investments,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250813T180000
DTEND;TZID=America/New_York:20250813T193000
DTSTAMP:20260724T152623
CREATED:20250207T201000Z
LAST-MODIFIED:20250812T151625Z
UID:87958-1755108000-1755113400@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-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250813T180000
DTEND;TZID=America/New_York:20250813T193000
DTSTAMP:20260724T152623
CREATED:20250116T200459Z
LAST-MODIFIED:20250812T151533Z
UID:87644-1755108000-1755113400@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-96/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250815T120000
DTEND;TZID=America/New_York:20250815T130000
DTSTAMP:20260724T152623
CREATED:20250401T190517Z
LAST-MODIFIED:20250812T152439Z
UID:89202-1755259200-1755262800@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 \nFeatured Speaker: Andrew EilAndrew Eil is a seasoned policy\, finance\, and risk specialist with a focus on climate change and its implications for financial systems. He served as Head of Climate Risk for North America at Tata Consultancy Services (TCS) from February 2022 to November 2024\, where he advised financial institutions on managing climate-related financial and operational risks. Currently\, he operates as a consultant on climate-themed investing and risk management while actively engaging as a venture advisor for Anthropocene Ventures and a deal scout for Alumni Ventures\, promoting innovative solutions in climate technology. \nAndrew holds a master’s degree in international development from the Princeton School of Public and International Affairs and a BA in Russian history and literature from Harvard University. Previously\, he was an independent consultant specializing in climate change and sustainable investing and played a pivotal role in establishing Climate Finance Advisors (CFA)\, which grew under his leadership before its acquisition by WSP in 2021. His extensive experience includes collaborations with prominent organizations such as the World Bank and UN Development Programme\, focusing on integrating climate risk into financial frameworks. Recognized as a thought leader\, Andrew frequently contributes to discussions on climate resilience and risk management.
URL:https://cfany.org/event/sustainable-investing-group-meeting-42/
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250819T180000
DTEND;TZID=America/New_York:20250819T193000
DTSTAMP:20260724T152623
CREATED:20250107T175156Z
LAST-MODIFIED:20250812T152523Z
UID:87479-1755626400-1755631800@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-33/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T180000
DTEND;TZID=America/New_York:20250820T193000
DTSTAMP:20260724T152623
CREATED:20250130T165715Z
LAST-MODIFIED:20250812T152858Z
UID:87781-1755712800-1755718200@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-39/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250903T180000
DTEND;TZID=America/New_York:20250903T193000
DTSTAMP:20260724T152623
CREATED:20241211T170159Z
LAST-MODIFIED:20250812T153036Z
UID:87211-1756922400-1756927800@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-54/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T173000
DTEND;TZID=America/New_York:20250909T190000
DTSTAMP:20260724T152623
CREATED:20250403T194413Z
LAST-MODIFIED:20250902T192757Z
UID:89253-1757439000-1757444400@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group \nFeatured Speaker: Kevin LiKevin Li\, Associate\, is a Product Strategist covering BlackRock’s Thematic\, Digital Assets\, and Active ETF product segments\, engaging with institutional and wealth advisory investors in providing in-depth investment expertise. In this role\, he supports the research\, sales\, range management\, and commercialization across several products suites from thematic opportunities\, such as artificial intelligence\, cybersecurity\, infrastructure\, and clean energy\, to digital assets\, international exposures\, and alpha-seeking strategies. \nKevin graduated from New York University as a University Honors Scholar and holds a Bachelor’s degree in Mathematics and Economics.
URL:https://cfany.org/event/wealth-management-group-meeting-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250910T180000
DTEND;TZID=America/New_York:20250910T193000
DTSTAMP:20260724T152623
CREATED:20250207T201023Z
LAST-MODIFIED:20250827T165304Z
UID:87959-1757527200-1757532600@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-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T180000
DTEND;TZID=America/New_York:20250917T193000
DTSTAMP:20260724T152623
CREATED:20250130T170020Z
LAST-MODIFIED:20250812T153616Z
UID:87788-1758132000-1758137400@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-40/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250929T180000
DTEND;TZID=America/New_York:20250929T190000
DTSTAMP:20260724T152623
CREATED:20241016T173950Z
LAST-MODIFIED:20250903T193352Z
UID:86546-1759168800-1759172400@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-21/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251001T180000
DTEND;TZID=America/New_York:20251001T193000
DTSTAMP:20260724T152623
CREATED:20241211T170236Z
LAST-MODIFIED:20250812T153807Z
UID:87212-1759341600-1759347000@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-55/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T180000
DTEND;TZID=America/New_York:20251008T193000
DTSTAMP:20260724T152623
CREATED:20250107T182043Z
LAST-MODIFIED:20250930T193934Z
UID:87495-1759946400-1759951800@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-43/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T180000
DTEND;TZID=America/New_York:20251015T193000
DTSTAMP:20260724T152623
CREATED:20250130T170121Z
LAST-MODIFIED:20250812T154354Z
UID:87789-1760551200-1760556600@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-41/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251016T180000
DTEND;TZID=America/New_York:20251016T190500
DTSTAMP:20260724T152623
CREATED:20250902T135203Z
LAST-MODIFIED:20251028T191359Z
UID:92086-1760637600-1760641500@cfany.org
SUMMARY:Career Chat Series – Fixed Income Investment and Product Management
DESCRIPTION:OverviewCareer Chat Series – Fixed Income Investment and Product Management \nAre you considering a career in Fixed Income investment management? Join us for an informative session that delves into the various roles and qualifications across key departments within a typical asset management firm. Gain insights from two seasoned professionals with a combined 25 years of experience in the industry\, each specializing in distinct areas of Fixed Income. One speaker will focus on roles within the Investment Team\, including portfolio analysts\, traders\, credit research analysts\, and portfolio managers. The second speaker will highlight opportunities within the Client Service & Marketing Team\, specifically the roles of product analysts and product managers. \nThe event will conclude with an open Q&A session\, offering attendees the opportunity to engage directly with our speakers. \nAgenda6:00 PM | REGISTRATION \n\n6:05 PM | OPENING REMARKS \nRandall Thomas \n\n6:10 PM | Tadeh Karabidian – Discussing the Investment Team\, portfolio analysts\, traders\, credit research analysts\, and portfolio managers \n\n6:30 PM | Christopher Johanna – Opportunities within the Client Service & Marketing Team\, specifically the roles of product analysts and product managers. \n\n6:50 PM | Q&A Session  \n\n7:05 PM | CLOSING REMARKS \nRandall Thomas  \nFeatured Speaker: Tadeh KarabidianTadeh Karabidian\, CFA is currently a Director  at Post Advisory Group\, a high yield\, leveraged loan and CLO investment management firm with an AUM of $15 billion. He joined the trading desk within the investment team at Post in 2017 and has more recently transitioned to the CLO management team. He previously worked at Western Asset Management\, where he held various positions during his eight year tenure. Tadeh graduated cum laude from the University of California\, Los Angeles with a bachelor’s degree in Economics. Tadeh has been a Chartered Financial Analyst (CFA) since 2016 and volunteers for the CFANY Society & the UCLA Alumni Association as a mentor. In his free time\, Tadeh is a magician member of the Academy of Magical Arts (AMA) at the Magic Castle in Hollywood. \nFeatured Speaker: Christopher JohanaChristopher Johana\, CFA is a Senior Product Analyst at Western Asset Management\, a fixed income investment firm with over $200 billion in assets under management. Based in the Pasadena office\, Christopher supports the Product Management team across a range of fixed income sectors including broad market\, credit\, and emerging markets\, while also contributing to the firm’s competitor intelligence efforts. Prior to joining Western Asset in 2017\, he was an Associate at SS&C Technologies and a Portfolio Analyst at Deutsche Bank. Christopher holds a Bachelor of Science in Finance from California State Polytechnic University\, Pomona. In his free time\, he enjoys CrossFit and practices Brazilian Jiu Jitsu.
URL:https://cfany.org/event/career-chat-series-fixed-income-investment-and-product-management/
LOCATION:Virtual Only
CATEGORIES:Career Development,Group Meeting,Other Industry Events,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251017T120000
DTEND;TZID=America/New_York:20251017T130000
DTSTAMP:20260724T152623
CREATED:20250401T195835Z
LAST-MODIFIED:20250812T154435Z
UID:89216-1760702400-1760706000@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-44/
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
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END:VEVENT
END:VCALENDAR