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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250813T180000
DTEND;TZID=America/New_York:20250813T193000
DTSTAMP:20260724T155947
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:20260724T155947
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:20260724T155947
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:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T180000
DTEND;TZID=America/New_York:20250820T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250903T180000
DTEND;TZID=America/New_York:20250903T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T173000
DTEND;TZID=America/New_York:20250909T190000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250910T180000
DTEND;TZID=America/New_York:20250910T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T180000
DTEND;TZID=America/New_York:20250917T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250929T180000
DTEND;TZID=America/New_York:20250929T190000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251001T180000
DTEND;TZID=America/New_York:20251001T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T180000
DTEND;TZID=America/New_York:20251008T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T180000
DTEND;TZID=America/New_York:20251015T193000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251016T180000
DTEND;TZID=America/New_York:20251016T190500
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/09/Copy-of-new-web-tile-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251017T120000
DTEND;TZID=America/New_York:20251017T130000
DTSTAMP:20260724T155947
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251020T180000
DTEND;TZID=America/New_York:20251020T190000
DTSTAMP:20260724T155947
CREATED:20241125T161648Z
LAST-MODIFIED:20250812T154506Z
UID:87041-1760983200-1760986800@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-28/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value 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:20251022T173000
DTEND;TZID=America/New_York:20251023T210000
DTSTAMP:20260724T155947
CREATED:20250214T180013Z
LAST-MODIFIED:20250812T155021Z
UID:88106-1761154200-1761253200@cfany.org
SUMMARY:Intro to Python for Business and Finance
DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nThis is Cognitir’s standard one-day Intro to Python course (7 hours of instruction) and may be broken up into several days. \nMember$419if registered by 09/22Non-Member$519if registered by 09/22Course Curriculum×Course Curriculum\n\nIntroduction\n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\n\nPython Development Environments\n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\n\nData Structure Fundamentals\n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\n\nComparison Operators and Conditionals\n\nIf\, elif\, and else statements\n\n\nLoops\n\nFor loops\nWhile loops\n\n\nOther Useful Operators\n\nRange\nZip\nIn\nMin & max\nInput\n\n\nImporting Libraries\n\nOverview of common libraries\n\n\nBuilt-in Methods\n\nList methods\nString methods\nDictionary methods\n\n\nDebugging Code\n\nPrinting variables\nPylint\nUnittest\n\n\nIn-class Project\nWrap-Up and Summary\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: None \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for any professionals who want to gain a hands-on introduction to Python. \nWhat This Course Offers\nA solid Python foundation\nHands-on Python programming experience\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/intro-to-python-for-business-and-finance/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/02/Python-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T173000
DTEND;TZID=America/New_York:20251030T210000
DTSTAMP:20260724T155947
CREATED:20251024T180527Z
LAST-MODIFIED:20251024T180527Z
UID:93347-1761759000-1761858000@cfany.org
SUMMARY:Intro to Data Science for Business and Finance (Advanced Python)
DESCRIPTION:Please note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop. This prerequisite Python course takes attendees\, on average\, 8-10 hours to complete and does not need to be completed in one sitting. \nOverviewA two-day virtual course\, Presented by Cognitir. \nThe amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an innovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \nMember$419if registered by 05/12Non-Member$519if registered by 05/123 Course Bundle$128915if registered by 05/123 Course Bundle$157799if registered by 05/125% discount when purchasing 3 course Cognitir bundle!Course Curriculum×Course Curriculum\n\nIntroduction to Data Science for Finance & Fintech\n\n\nWhat is data science\, why is it relevant to finance & fintech?\nApplications of data science to finance & fintech industries\n\n\nThe Data Science Process\n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & recommendations\n\n\nOverview of the Most Common Data Science Methods\n\nSupervised vs. unsupervised learning\n\n\nClassification in Python for Finance & Fintech\n\nWhen to use classification tasks\nOverview and implementation of decision tree classification in Python to\nobtain better customer insights\nEvaluation of classification tasks using accuracy\, confusion matrices\,\nexpected value\, etc.\nVisualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\nSelecting informative attributes via information gain and entropy analyses\n\n\nClustering in Python for Finance & Fintech\n\nWhen to use clustering tasks\nOverview and implementation of k-means clustering in Python to understand\nstock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\n\nBig Data for Finance\n\nWhat is big data and why is big data relevant to finance & fintech\nHow does big data relate to the concepts taught in this course?\nOverview of most common big data technologies\n\n\nWrap-Up and Summary\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: Introduction to Python or the equivalent \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for professionals who want to gain a hands-on introduction to essential data science methods that are utilized in finance and fintech. \nPrerequisitesPlease note that you must have introductory Python programming skills before attending this workshop. \nCognitir offers an online Introduction to Python course that you can enroll in and complete if you don’t have basic Python skills. Our specific\nintroductory Python course is not required; any introductory course is fine. \nWhat This Course Offers\nAn overview of data science methods relevant to finance and fintech\nExplanation of the hype around data science\, machine learning & big data\nHands-on Python programming experience\n\nUnderstanding of effective data visualization techniques using Python\n\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/intro-to-data-science-for-business-and-finance-advanced-python-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T160000
DTEND;TZID=America/New_York:20251030T173000
DTSTAMP:20260724T155947
CREATED:20250909T142812Z
LAST-MODIFIED:20251111T002353Z
UID:92164-1761840000-1761845400@cfany.org
SUMMARY:Delaware vs. Texas: Implications for Investors
DESCRIPTION:Overview Within the past year\, Tesla has changed its state of incorporation from Delaware to Texas; while companies such as Trip Advisor\, Mercado Libre (U.S. operations)\, Andreesen Horowitz and Meta Systems have said that they are contemplating moving out of Delaware to Texas\, Nevada or other states. What is behind the move and what are the implications for investors? Please join us for a discussion of these recent developments as our panel assesses the potential for whether more companies are likely to follow. \nAgenda4:00 PM | WELCOMING REMARKS \n\n4:05 PM | PANEL DISCUSSION \nModerator \nJeff Mahoney\, CPA\, General Counsel\, Council of Institutional Investors \nPanelists \nJohn Coates\, Professor of Law and Economics\, Deputy Dean\, Research Director\, Center on the Legal Profession\, Harvard Law School \nMarc Goldstein\, JD\, Managing Director\, ISS \nRobert J. Jackson\, Jr.\, Professor of Law and Co-Director of the Institute for Corporate Governance and Finance\, New York University School of Law \nCourtney Tygesson\, Partner\, Cooley LLP \n\n5:15 PM | Q&A \n\n5:25 PM | CLOSING REMARKS
URL:https://cfany.org/event/delaware-vs-texas-implications-for-investors/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/09/deltx-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251103T180000
DTEND;TZID=America/New_York:20251103T190000
DTSTAMP:20260724T155947
CREATED:20241016T174027Z
LAST-MODIFIED:20250812T155139Z
UID:86547-1762192800-1762196400@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-22/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value 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:20251105T173000
DTEND;TZID=America/New_York:20251106T210000
DTSTAMP:20260724T155947
CREATED:20240814T140426Z
LAST-MODIFIED:20250812T155534Z
UID:85549-1762363800-1762462800@cfany.org
SUMMARY:Intro to Data Visualization and Business Analytics with Microsoft Power BI - Cognitir
DESCRIPTION:There are no prerequisites for this course\, though some may find it helpful to have experience with Microsoft Excel and Power Query\, as Power BI uses similar formulas and frameworks. \nOverviewStrong data culture is a sine qua non for effective organizations in the digital age\, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally\, firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands\, often thriving in the dynamic markets and uncertain times we find ourselves in. When it comes to communicating such insights in service of a great mission or brand\, there are few things that can beat a striking data visualization. \nOver the course of a single day\, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome common data preparation obstacles\, and build an interactive dashboard they can publish to the web. \nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nAdditional DetailsWho Is This ForThis course is relevant for professionals who want to learn how to use the world’s leading data analytics and business intelligence software to turn data into strategic assets. \nWhat This Course Offers\nOverview of Business Analytics and Data Visualization\nProblem Solving Strategies\nEngaging Training Environment\nMicrosoft Power BI Fundamentals\nHands-On Experience\nSupport Beyond the Classroom
URL:https://cfany.org/event/intro-to-data-visualization-and-business-analytics-with-microsoft-power-bi-cognitir-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/08/data-viz-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T180000
DTEND;TZID=America/New_York:20251105T193000
DTSTAMP:20260724T155947
CREATED:20241211T170305Z
LAST-MODIFIED:20251103T142933Z
UID:87213-1762365600-1762371000@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-56/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,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:20251112T120000
DTEND;TZID=America/New_York:20251112T130000
DTSTAMP:20260724T155947
CREATED:20251007T160428Z
LAST-MODIFIED:20251007T170824Z
UID:93050-1762948800-1762952400@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 \nPublic goals\, private capital: The leveraging of project financing around the globe to deliver critical infrastructure with Featured Speaker: Paul MaiPaul is a seasoned infrastructure and energy investment professional\, currently serving as Managing Director at Pomerleau Capital. He has over 20 years of experience in infrastructure and project finance\, specializing in public infrastructure financing/investing\, commercial structuring and negotiations. \nPaul holds a Master’s in Finance from the London Business School and is a CFA charterholder.
URL:https://cfany.org/event/international-investment-group-meeting/
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/2025/10/Copy-of-VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251112T180000
DTEND;TZID=America/New_York:20251112T193000
DTSTAMP:20260724T155947
CREATED:20250923T191054Z
LAST-MODIFIED:20251203T151741Z
UID:92737-1762970400-1762975800@cfany.org
SUMMARY:What's New in International Financial Reporting?
DESCRIPTION:OverviewThis will provide a review of the work program of the International Accounting Standards Board\, including recently completed\, current and future proposed updates to International Financial Reporting Standards. Attendees will get a briefing on new accounting standards that are likely to be approved by the IASB or which are likely to soon become effective\, proposed standards for which an exposure draft has been issued (giving users of financial statements the opportunity to submit a comment letter)\, future potential projects that may be taken on by the IASB and existing standards that are subject to the Board’s Post-Implementation Review. The program is an efficient way for users of financial statements to be brought up to date on the latest developments at the IASB. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \nModerator \nPatrick Higgins\, CPA\, Partner & Deputy Chief Accountant\, PwC \nPanelists \nZachary Gast\, Board Member\, IASB at IFRS Foundation \nRegina Croucher\, Partner – Head of International Activities\, KPMG US \n\n7:30 PM | CLOSING REMARKS
URL:https://cfany.org/event/whats-new-in-international-financial-reporting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Financial Reporting and Analysis Group,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/09/intl-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T173000
DTEND;TZID=America/New_York:20251118T200000
DTSTAMP:20260724T155947
CREATED:20251001T164453Z
LAST-MODIFIED:20251203T154956Z
UID:92903-1763487000-1763496000@cfany.org
SUMMARY:Author Series: Rethinking Investing: A Very Short Guide to Very Long-Term Investing
DESCRIPTION:OverviewThe Value Investing group is proud to present the return of its Author Series\, with its guest\, Dr. Charles (Charley) D. Ellis\, CFA. Join us for an exclusive interview with Charley\, the author of ” Rethinking Investing: A Very Short Guide to Very Long-Term Investing.” \nDr. Charley D. Ellis is the founder and former managing partner of Greenwich Associates\, an international consultancy where he advised large institutional investors\, foundations\, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. He sat on the Board of Directors of America’s largest fund company\, The Vanguard Group\, which manages over $1.7 trillion dollars in assets. \nIn addition\, Charley was a successor trustee of Yale University\, where he chaired the university’s famed investment committee with David Swensen. He was awarded the Graham & Dodd Award of Excellence from the Financial Analysts Journal and is one of only twelve people recognized by the CFA Institute for lifetime contributions to the investment profession. He has served on the governing boards of both Harvard and Yale business schools\, as well as New York University’s Stern School of Business and Phillips Exeter Academy. \nDuring the interview\, Charley will share insights from his book and will be followed by a Q&A session\, giving you the opportunity to engage with Charley directly and ask any questions you may have; and then a networking reception to conclude the evening. \nAgenda6:00 PM | WELCOMING REMARKS \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York \n\n6:05 PM | Dr. Charley Ellis Speaks about his book\, Rethinking Investing: A Very Short Guide to Very Long-Term Investing \nAuthor \n\n		\n		\n			\n				\n			\n				\n				Dr. Charely Ellis\, CFA\n				\n			\n		\n\n\n6:30 PM | Interview with Dr. Charley Ellis\, CFA \nInterviewer \nJason Zweig\, investing columnist\, The Wall Street Journal \nAuthor \nDr. Charley Ellis\, CFA \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer\, CFA Society New York
URL:https://cfany.org/event/author-series-rethinking-investing-a-very-short-guide-to-very-long-term-investing/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Conference / Seminar,Global Passport,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/10/Copy-of-new-web-tile-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251121T120000
DTEND;TZID=America/New_York:20251121T130000
DTSTAMP:20260724T155947
CREATED:20250401T200010Z
LAST-MODIFIED:20250812T155945Z
UID:89218-1763726400-1763730000@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-45/
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:20251125T180000
DTEND;TZID=America/New_York:20251125T193000
DTSTAMP:20260724T155947
CREATED:20250130T170205Z
LAST-MODIFIED:20251117T153431Z
UID:87790-1764093600-1764099000@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-42/
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251201T180000
DTEND;TZID=America/New_York:20251201T190000
DTSTAMP:20260724T155947
CREATED:20241125T162356Z
LAST-MODIFIED:20251103T172129Z
UID:87047-1764612000-1764615600@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-29/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value 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:20251202T180000
DTEND;TZID=America/New_York:20251202T193000
DTSTAMP:20260724T155947
CREATED:20241211T170339Z
LAST-MODIFIED:20251121T195153Z
UID:87214-1764698400-1764703800@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-57/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,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:20251203T180000
DTEND;TZID=America/New_York:20251203T193000
DTSTAMP:20260724T155947
CREATED:20250107T182237Z
LAST-MODIFIED:20250812T160147Z
UID:87503-1764784800-1764790200@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-44/
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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