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DTSTART;TZID=America/New_York:20251209T173000
DTEND;TZID=America/New_York:20251209T190000
DTSTAMP:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260121T180000
DTEND;TZID=America/New_York:20260121T193000
DTSTAMP:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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:20260724T172226
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T180000
DTEND;TZID=America/New_York:20260211T190000
DTSTAMP:20260724T172226
CREATED:20260114T212359Z
LAST-MODIFIED:20260217T195504Z
UID:95370-1770832800-1770836400@cfany.org
SUMMARY:Professional Development & Leadership Group Meeting
DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP
URL:https://cfany.org/event/professional-development-leadership-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,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:20260218T180000
DTEND;TZID=America/New_York:20260218T193000
DTSTAMP:20260724T172226
CREATED:20251125T211233Z
LAST-MODIFIED:20251125T211301Z
UID:94200-1771437600-1771443000@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-45/
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:20260304T180000
DTEND;TZID=America/New_York:20260304T193000
DTSTAMP:20260724T172226
CREATED:20251125T195728Z
LAST-MODIFIED:20251125T195728Z
UID:94111-1772647200-1772652600@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-61/
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:20260304T180000
DTEND;TZID=America/New_York:20260304T193000
DTSTAMP:20260724T172226
CREATED:20251125T193349Z
LAST-MODIFIED:20251125T193421Z
UID:94084-1772647200-1772652600@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-48/
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:20260309T180000
DTEND;TZID=America/New_York:20260309T190000
DTSTAMP:20260724T172226
CREATED:20251103T192845Z
LAST-MODIFIED:20260217T144001Z
UID:93552-1773079200-1773082800@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-33/
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:20260311T120000
DTEND;TZID=America/New_York:20260311T130000
DTSTAMP:20260724T172226
CREATED:20251125T201329Z
LAST-MODIFIED:20260306T172045Z
UID:94162-1773230400-1773234000@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: Jay A. Sellick\, CFAJay has over 35 years of investment experience on both the buy- and sell-side. Jay has been associated with 13D Research for well over 25 years and he has specialized in the natural resource and industrial sectors since 2003. To complement his research focus\, Jay writes extensively on global economic and monetary policy trends\, currencies\, global capex and infrastructure. \nKnown as an excellent stock picker\, Jay contributes to 13D’s global macro strategy. He also was an analyst and portfolio manager with Reich & Tang Capital Management in New York\, where he was responsible for $200 million of assets. Jay earned his bachelor’s degree in 1987 from the University of Notre Dame\, where he has also established an endowment that funds student travel and study in Italy. Jay also earned an MBA from New York University in 1992 and the Chartered Financial Analyst designation in 1993. \nJay reflected on his tenure at 13D\, as follows: “Throughout my 35 years on Wall Street\, 13D has been proficient at adapting to changing market circumstances. From the emphasis on SEC filings in the 1980s\, to the rise of Asia and emerging markets in the 1990s\, commodity-price inflation in the 2000s\, the era of central-bank distortions and the rise of technology-led disruption\, 13D has demonstrated an adaptability that few research firms have emulated.”
URL:https://cfany.org/event/international-investment-group-meeting-5/
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:20260311T180000
DTEND;TZID=America/New_York:20260311T190000
DTSTAMP:20260724T172226
CREATED:20260211T152249Z
LAST-MODIFIED:20260217T195543Z
UID:96006-1773252000-1773255600@cfany.org
SUMMARY:Professional Development & Leadership Group Meeting
DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP
URL:https://cfany.org/event/professional-development-leadership-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,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:20260317T120000
DTEND;TZID=America/New_York:20260317T130000
DTSTAMP:20260724T172226
CREATED:20251203T215031Z
LAST-MODIFIED:20260225T221855Z
UID:94403-1773748800-1773752400@cfany.org
SUMMARY:CWIM Original: An Honest Conversation with Marcia Page\, Moderated by Nancy Vailakis (Hosted by CFA Society New York)
DESCRIPTION:OverviewIn this installment of An Honest Conversation\, we are honored to welcome Marcia Page for a candid\, moderated fireside chat exploring the pivotal moments\, decisions\, and instincts that shaped her career as an investor\, leader\, and founder. \nMarcia will share the moments that changed her trajectory: when she realized she was capable of more\, how she learned to trust herself before certainty existed\, and what it really takes to step into risk. \nDesigned for professionals navigating careers in finance and investing\, this session offers perspective\, clarity\, and reassurance for anyone questioning whether their path has to be linear to be successful. \nBy the end of the session\, participants will gain: \n\nConfidence to trust your instincts even when the next step isn’t obvious \nA healthier perspective on risk and how it evolves over time \nInsight into starting again after success and why reinvention can be powerful \nReal examples of leadership growth shaped by experience\, not perfection \nPermission to step off a narrow path and define success on your own terms \n\nIf you’re navigating growth\, change\, or uncertainty — this conversation is for you. \nAsk questions and get valuable feedback in this live and interactive session with Page\, moderated by Nancy Vailakis\, Principal of Ancram IRBD. \nYou are encouraged to invite your colleagues for this complimentary event. \nFor more information or to submit your questions in advance\, please email team@collaborativewim.org.\nCWIM Event SiteAbout the SpeakerMarcia Page is a Co-Founder and Chair Emerita of Värde. Marcia co-founded the firm in 1993 and is also Founder and CEO of MPowered Capital\, an investment firm established to invest in best-in-class undercapitalized emerging managers in the alternative markets. \nAs a founder of Värde\, Marcia oversaw every aspect of the firm’s growth\, ranging from the development of the original investment thesis\, to raising capital for Värde’s funds\, to the crafting of the firm’s investor communications\, to the development of the firm’s infrastructure. Marcia built the liquid investing side of the business\, first focusing on all aspects of the day-to-day investing and portfolio management and then building the business on a world-wide basis\, including moving to London as she built the liquid side of the business there. Marcia also played key roles in various portfolio companies owned by the Värde funds as well as serving on creditors’ committees. Marcia transitioned from Co-Chief Executive Officer and Co-Chief Investment Officer to Executive Chair in 2016 and to Chair Emerita in 2025. \nPrior to founding Värde\, Marcia served as vice president of EBF & Associates\, an alternative investment firm\, where she managed Merced Partners\, an investment partnership. Prior to EBF & Associates\, Marcia traded distressed and high-yield bonds and managed fixed-income portfolios at Cargill. \nPresented By:
URL:https://cfany.org/event/cwim-original-an-honest-conversation-with-marcia-page-moderated-by-nancy-vailakis-hosted-by-cfa-society-new-york/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/webp:https://cfany.org/wp-content/uploads/2025/12/Q126MarketingImage1.webp
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260325T180000
DTEND;TZID=America/New_York:20260325T190000
DTSTAMP:20260724T172226
CREATED:20260227T203424Z
LAST-MODIFIED:20260302T211711Z
UID:96604-1774461600-1774465200@cfany.org
SUMMARY:CFA Society New York Book Club: The Myth of Artificial Intelligence by Erik Larson
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: The Myth of Artificial Intelligence \nAuthor: Erik Larson \nFuturists insist that AI will soon eclipse the capacities of the most gifted human mind. What hope do we have against superintelligent machines? But we aren’t really on the path to developing intelligent machines. In fact\, we don’t even know where that path might be. \nErik Larson takes us on a tour of the landscape of AI to show how far we are from superintelligence and what it would take to get there. Ever since Alan Turing\, AI enthusiasts have equated artificial intelligence with human intelligence. This is a profound mistake. AI works on inductive reasoning\, crunching data sets to predict outcomes. But humans don’t correlate data sets: We make conjectures informed by context and experience. Human intelligence is a web of best guesses\, given what we know about the world. We haven’t a clue how to program this kind of intuitive reasoning\, known as abduction. Yet it is the heart of common sense. That’s why Alexa can’t understand what you are asking and why AI can only take us so far. \nLarson argues that AI hype is both bad science and bad for science. A culture of invention thrives on exploring unknowns\, not overselling existing methods. Inductive AI will continue to improve at narrow tasks\, but if we want to make real progress\, we will need to start by more fully appreciating the only true intelligence we know – our own.
URL:https://cfany.org/event/cfa-society-new-york-book-club-the-myth-of-artificial-intelligence-by-erik-larson/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/12/Copy-of-new-web-tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260325T180000
DTEND;TZID=America/New_York:20260325T193000
DTSTAMP:20260724T172226
CREATED:20251125T211335Z
LAST-MODIFIED:20260318T200249Z
UID:94202-1774461600-1774467000@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-46/
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:20260401T180000
DTEND;TZID=America/New_York:20260401T193000
DTSTAMP:20260724T172226
CREATED:20251125T195755Z
LAST-MODIFIED:20251125T195755Z
UID:94113-1775066400-1775071800@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-62/
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:20260406T180000
DTEND;TZID=America/New_York:20260406T190000
DTSTAMP:20260724T172226
CREATED:20251103T193157Z
LAST-MODIFIED:20251103T193157Z
UID:93554-1775498400-1775502000@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-34/
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:20260407T173000
DTEND;TZID=America/New_York:20260407T190000
DTSTAMP:20260724T172226
CREATED:20251125T200556Z
LAST-MODIFIED:20251125T200730Z
UID:94139-1775583000-1775588400@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group
URL:https://cfany.org/event/wealth-management-group-meeting-13/
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:20260408T180000
DTEND;TZID=America/New_York:20260408T190000
DTSTAMP:20260724T172226
CREATED:20260217T200034Z
LAST-MODIFIED:20260217T200034Z
UID:96107-1775671200-1775674800@cfany.org
SUMMARY:Professional Development & Leadership Group Meeting
DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP
URL:https://cfany.org/event/professional-development-leadership-group-meeting-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,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:20260408T180000
DTEND;TZID=America/New_York:20260408T193000
DTSTAMP:20260724T172226
CREATED:20251125T193454Z
LAST-MODIFIED:20260330T142712Z
UID:94086-1775671200-1775676600@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-49/
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
END:VCALENDAR