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DTSTART;TZID=America/New_York:20251020T180000
DTEND;TZID=America/New_York:20251020T190000
DTSTAMP:20260724T164045
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:20260724T164045
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:20260724T164045
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:20260724T164045
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:20260724T164045
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T173000
DTEND;TZID=America/New_York:20251106T210000
DTSTAMP:20260724T164045
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:20260724T164045
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:20260724T164045
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:20260724T164045
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:20260724T164045
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:20260724T164045
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251125T180000
DTEND;TZID=America/New_York:20251125T193000
DTSTAMP:20260724T164045
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251201T180000
DTEND;TZID=America/New_York:20251201T190000
DTSTAMP:20260724T164045
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:20260724T164045
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:20260724T164045
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
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T173000
DTEND;TZID=America/New_York:20251209T190000
DTSTAMP:20260724T164045
CREATED:20250403T194546Z
LAST-MODIFIED:20251028T190700Z
UID:89259-1765301400-1765306800@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: David Itzkovits\, CFADavid Itzkovits is the co-founder of Optimal AdvisorAI\, the AI Learning Partner for financial services firms. \nHis company trains financial professionals and their firms how to leverage AI to increase efficiency and drive growth. \nWhat makes Optimal AdvisorAI unique is its exclusive focus on financial services. They work with Fortune 500 companies\, major custodians\, broker-dealers\, and global asset managers. They don’t sell any AI software\, they train teams to use the AI tools their firms make available and tailor those trainings by role\, so advisors\, portfolio managers\, or sales teams learn AI in the context of their daily work. \nTheir goal is simple: Build the most effective AI users in financial services and keep them ahead of the curve. \nDavid brings 25 years of financial services experience\, including roles as a private banker managing over $635 million in client assets\, CEO of a division of a publicly traded company\, and founding member of a startup later acquired by a $50 Billion global investment manager. \nDavid is a CFA Charterholder\, a globally recognized speaker on AI in financial services\, and holds degrees from McGill University and the Ivey Business School at Western University. 
URL:https://cfany.org/event/wealth-management-group-meeting-9/
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:20251216T180000
DTEND;TZID=America/New_York:20251216T193000
DTSTAMP:20260724T164045
CREATED:20250107T175354Z
LAST-MODIFIED:20251211T151045Z
UID:87481-1765908000-1765913400@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-35/
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:20251219T120000
DTEND;TZID=America/New_York:20251219T130000
DTSTAMP:20260724T164045
CREATED:20250401T200122Z
LAST-MODIFIED:20250812T160948Z
UID:89220-1766145600-1766149200@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-46/
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:20260105T180000
DTEND;TZID=America/New_York:20260105T190000
DTSTAMP:20260724T164045
CREATED:20251103T192214Z
LAST-MODIFIED:20251103T192214Z
UID:93548-1767636000-1767639600@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-31/
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:20260107T180000
DTEND;TZID=America/New_York:20260107T193000
DTSTAMP:20260724T164045
CREATED:20251106T205517Z
LAST-MODIFIED:20251106T205553Z
UID:93667-1767808800-1767814200@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-58/
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:20260107T180000
DTEND;TZID=America/New_York:20260107T193000
DTSTAMP:20260724T164045
CREATED:20251106T205310Z
LAST-MODIFIED:20251106T205310Z
UID:93665-1767808800-1767814200@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-45/
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:20260113T173000
DTEND;TZID=America/New_York:20260113T190000
DTSTAMP:20260724T164045
CREATED:20251106T203637Z
LAST-MODIFIED:20260113T192404Z
UID:93657-1768325400-1768330800@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: \nWilliam J. Thompson\, CFA\, Managing Director Bill is a Relationship Manager for the UBS Global Family & Institutional Wealth (GFIW) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients. \nPrior to rejoining UBS\, Bill led family office investment efforts as an Investment Director at Fidelity Family Office Services. In that role\, he worked alongside the investment teams of the largest pools of family office wealth to solve public and private market investment challenges. Previously\, he was Senior Vice President\, Alternative Investments\, and an investment committee member of a quantitative investment manager. Before that\, he was the lead portfolio specialist for discretionary investment management at UBS Wealth Management UK in London\, and a Portfolio Strategist at UBS Wealth Management Americas. \nBill is a Chartered Financial Analyst charterholder (CFA®)\, a Certified Investment Management Analyst (CIMA®)\, and holds the CFA Society of the UK-administered Investment Management Certificate (IMC). He graduated from Boston College with a BS in Finance\, earned an MBA from Boston University and a MS from Texas Tech in Financial Planning. \nBill lives in the Dallas-Fort Worth metroplex with his wife and two daughters.
URL:https://cfany.org/event/wealth-management-group-meeting-10/
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:20260116T120000
DTEND;TZID=America/New_York:20260116T130000
DTSTAMP:20260724T164045
CREATED:20251106T203229Z
LAST-MODIFIED:20260107T202633Z
UID:93655-1768564800-1768568400@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:Reinout De Bock will present his outlook for Europe. Reinout is head of rates strategy for Europe at UBS. Before UBS\, Reinout worked at Pharo\, a global macro hedge fund\, the IMF\, and Lehman Brothers. He holds a PhD in Economics from Northwestern University and master’s degrees from the London School of Economics and the University of Antwerp.
URL:https://cfany.org/event/international-investment-group-meeting-3/
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:20260121T180000
DTEND;TZID=America/New_York:20260121T193000
DTSTAMP:20260724T164045
CREATED:20251106T204053Z
LAST-MODIFIED:20251219T202434Z
UID:93659-1769018400-1769023800@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-44/
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:20260127T180000
DTEND;TZID=America/New_York:20260127T193000
DTSTAMP:20260724T164045
CREATED:20251217T161631Z
LAST-MODIFIED:20260129T221706Z
UID:94879-1769536800-1769542200@cfany.org
SUMMARY:Kickstart Your CFA Journey: Insights from Student Ambassadors
DESCRIPTION:OverviewJoin us on January 27 for an engaging\, career-focused evening that spotlights the globally respected CFA Program and why it matters for students in the New York area. We will open with a clear introduction to the charter’s reputation\, followed by a concise overview of what the CFA designation is\, the value it brings to employers\, and the breadth of roles it unlocks across asset management\, equity research\, and portfolio management.\nThe presentation will explain the CFA exam process through a step-by-step guide that includes study requirements and complete instructions for obtaining the charter. Through CFA Society student membership students gain access to professional networks and industry events and mentorship programs and career development resources. \nA panel of experts will present the main points through their personal experiences. Dr Steven Kent CFA will describe his Goldman Sachs experience while explaining how the curriculum developed his analytical abilities and decision-making skills. Kelly Gordon Maier will present JP Morgan Chase insights while providing students with business role preparation advice. The event will conclude with an organized networking event which enables participants to meet professionals and student ambassadors who can answer questions about exams and recruiting schedules and share effective study methods. Students should arrive prepared to ask questions while building professional relationships which will help them advance their careers in finance. \nAgenda6:00 PM | WELCOME & INTRODUCTION \n\nOverview of the CFA Program.\nExam Format & Charter Holder Pathway\nStudent Membership Benefits \n\n\n\n\n\n\n\n\n6:05 PM | PANEL DISCUSSION  \n\n\n\n\n\n\nPanelists \nKisha Chandler\, Director\, Molloy University \nSteven Kent\, Professor\, Molloy University; Chief Economist\, Long Island Association; Board Director\, UnderTheDoormat\n \nKonrad Maciejny\, Analyst\, Goldman Sachs \n\n6:45 PM | Q&A \n\n\n\n\n\n\n\n\n\n\n\n\n\n6:55 PM | CLOSING REMARKS
URL:https://cfany.org/event/kickstart-your-cfa-journey-insights-from-student-ambassadors/
LOCATION:Virtual Only
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/12/012726-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260202T180000
DTEND;TZID=America/New_York:20260202T190000
DTSTAMP:20260724T164045
CREATED:20260129T144833Z
LAST-MODIFIED:20260129T144947Z
UID:95703-1770055200-1770058800@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-42/
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:20260204T180000
DTEND;TZID=America/New_York:20260204T193000
DTSTAMP:20260724T164045
CREATED:20251125T195648Z
LAST-MODIFIED:20251125T195648Z
UID:94109-1770228000-1770233400@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-60/
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:20260204T180000
DTEND;TZID=America/New_York:20260204T193000
DTSTAMP:20260724T164045
CREATED:20251125T193316Z
LAST-MODIFIED:20251125T193316Z
UID:94082-1770228000-1770233400@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-47/
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:20260205T173000
DTEND;TZID=America/New_York:20260205T200000
DTSTAMP:20260724T164045
CREATED:20251217T153928Z
LAST-MODIFIED:20260224T183753Z
UID:94877-1770312600-1770321600@cfany.org
SUMMARY:Author Series: Investing in the Age of Perma-Crisis: Strategies To Navigate Uncertainty
DESCRIPTION:OverviewInvesting in the Age of Perma-Crisis: Strategies To Navigate Uncertainty\nAmid geopolitical instability\, climate shocks\, AI disruption\, and more\, investors aren’t just navigating the occasional crisis—they’re all operating in a state of perma-crisis. When the landscape keeps shifting\, investment decisions that rely on old assumptions can quickly become outdated. What worked last time may no longer fit. Join us in a fireside chat with Cheryl Einhorn\, the founder of decision sciences company Decisive\, to talk about how to navigate uncertainty and find evidence-based pathways to open up your thinking and make more confident investment decisions. To learn more\, read Cheryl’s article In Uncertain Times Ask These Questions Before Making A Decision. \nAgenda6:00 PM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM \n\n6:05 PM | CHERYL EINHORN DISCUSSES HER DECISIVE METHODOLOGY  \nModerator \nAndrew Auslander\, CFA\, FRM \nSpeaker \nCheryl Strauss Einhorn\, Founder\, Decisive AREA Method \n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, FRM
URL:https://cfany.org/event/author-series-cheryl-einhorns-evaluating-investing-decisions/
LOCATION:Virtual Only
CATEGORIES:Conference / Seminar,Global Passport,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/12/0205-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T173000
DTEND;TZID=America/New_York:20260210T190000
DTSTAMP:20260724T164045
CREATED:20251125T200425Z
LAST-MODIFIED:20260210T182334Z
UID:94135-1770744600-1770750000@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: Eric AmarEric Amar is the Founder of Accelerated Wealth Partners and the former Chief Growth Officer and Managing Director at Focus Financial Partners. He brings nearly a decade of experience in the wealth management space\, having spent approximately nine years at the New York City–based firm\, where he led their East Coast Division and played a central role in shaping its acquisition and expansion strategy. Throughout his time at Focus\, Eric led more than 70 RIA transactions and supported advisory firms in building sustainable\, long-term growth. Now\, Eric is the CEO of Accelerated Wealth Partners\, a minority growth partner for wealth managers and accounting firms.
URL:https://cfany.org/event/wealth-management-group-meeting-11/
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
END:VCALENDAR