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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260415T180000
DTEND;TZID=America/New_York:20260415T193000
DTSTAMP:20260724T182943
CREATED:20251125T211405Z
LAST-MODIFIED:20251125T211405Z
UID:94204-1776276000-1776281400@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-47/
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:20260421T120000
DTEND;TZID=America/New_York:20260421T130000
DTSTAMP:20260724T182943
CREATED:20251125T192442Z
LAST-MODIFIED:20260331T135110Z
UID:94052-1776772800-1776776400@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-36/
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:20260504T180000
DTEND;TZID=America/New_York:20260504T190000
DTSTAMP:20260724T182943
CREATED:20251103T193523Z
LAST-MODIFIED:20251103T193523Z
UID:93556-1777917600-1777921200@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-35/
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:20260506T180000
DTEND;TZID=America/New_York:20260506T190000
DTSTAMP:20260724T182943
CREATED:20260303T152705Z
LAST-MODIFIED:20260303T153127Z
UID:96702-1778090400-1778094000@cfany.org
SUMMARY:CFA Society New York Book Club: Mastering the Data Paradox by Nitin Seth
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: Mastering the Data Paradox \nAuthor: Nitin Seth \nThere are two remarkable phenomena that are unfolding almost simultaneously. The first is the emergence of a data-first world\, where data has become a central driving force\, shaping industries and fueling innovation. The second is the dawn of the AI age\, propelled by the advent of Generative AI\, that has created the possibility to leverage the data of the world for the first time. The convergence of these two\, with data as the common denominator\, holds immense promise and the opportunities are boundless. \nThis book provides us with opportunities to push our thinking\, to innovate\, to transform and to create a better future at all levels— individual\, enterprise and the world.
URL:https://cfany.org/event/cfa-society-new-york-book-club-mastering-the-data-paradox-by-nitin-seth/
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:20260506T180000
DTEND;TZID=America/New_York:20260506T193000
DTSTAMP:20260724T182943
CREATED:20251125T195826Z
LAST-MODIFIED:20251125T195826Z
UID:94116-1778090400-1778095800@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-63/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260506T180000
DTEND;TZID=America/New_York:20260506T193000
DTSTAMP:20260724T182943
CREATED:20251125T193532Z
LAST-MODIFIED:20251125T193532Z
UID:94088-1778090400-1778095800@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-50/
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:20260512T173000
DTEND;TZID=America/New_York:20260512T190000
DTSTAMP:20260724T182943
CREATED:20251125T200631Z
LAST-MODIFIED:20260504T205156Z
UID:94141-1778607000-1778612400@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: Deiya Pernas\, CFADeiya has over a decade of experience in investment management. He began his professional career as an analyst in Morgan Stanley’s wealth management division. Shortly after\, Deiya was recruited as a founding member of The Bahnsen Group\, a boutique wealth management firm based in Newport Beach\, California. He made partner in 2017 — and continued as Deputy Chief Investment Officer building and overseeing the team responsible for stock selection\, portfolio construction\, and trading. During his tenure at The Bahnsen Group\, the firm grew assets under management from $500 Million to over $3.5 Billion. He left The Bahnsen Group in 2022 to start his own research firm. Deiya is a veteran of the U.S. Air Force and his interests include golf\, poker\, and chess.  \nBeyond the SaaS Apocalypse: \nThe “GenAI will kill SaaS” narrative has driven a massive derating across global software\, with the market pricing in permanent growth reversion. But is this fear justified\, or is the market throwing the babies out with the bathwater? Join us for a fireside chat with Deiya Pernas\, CFA\, co-founder of Pernas Research\, as we explore whether the market is fundamentally misjudging the resilience of well-positioned SaaS companies. \nWhat we’ll discuss: \n\nWhether the SaaS sell-off reflects real disruption or narrative-driven fear\nHow to stress-test SaaS moats in the age of vibe coding and agentic AI\nSeparating the babies from the bathwater: where the real opportunities lie\n\n 
URL:https://cfany.org/event/wealth-management-group-meeting-14/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260512T173000
DTEND;TZID=America/New_York:20260512T203000
DTSTAMP:20260724T182943
CREATED:20260316T184410Z
LAST-MODIFIED:20260521T180407Z
UID:96975-1778607000-1778617800@cfany.org
SUMMARY:Navigating Sovereign Debt in a Multipolar World: From US Exceptionalism to Geopolitical Fragmentation and Book Discussion
DESCRIPTION:Overview\n\nThe event will bring together global experts on sovereign debt issues including veteran investors and discuss the evolving dynamics of sovereign credit\, risk assessment\, and investment opportunities across developed and emerging markets. Since the pandemic\, global investors have become increasingly attuned to the rising global debt levels and have punished global markets ranging from advanced economies like the UK to emerging markets like Brazil. These issues have become even more pertinent given the increasing geopolitical fragmentation\, rising geopolitical risks and importantly\, investors’ concerns about US exceptionalism. This panel is thus very timely and will be of practical interest to investors\, policy makers and academia. \nThe program will conclude with a brief talk from Lupin Rahman on the recently published book The Sovereign Debt Investor: An Essential Guide to Returns\, Defaults\, and Government Bonds — a timely framework to understand the increasing complexities of investing in this asset class\, written by a long-time emerging markets investor at PIMCO\, one of the world’s largest sovereign debt investors. \n\n\nLearning outcomes \n\n\n \nAssess how geopolitical fragmentation and shifting global power dynamics are reshaping sovereign credit risks \n\n\n \nEvaluate the implications of changing fiscal trajectories and the evolving role of the U.S. in global sovereign debt markets \n\n\n \nUnderstand the frameworks for analyzing global sovereign debt opportunities\, as well as risk management approaches for navigating volatility in global sovereign bond markets \n\n\n\n\nAgenda\n\n\n6:00 PM \n\nOpening Remarks \nRohit Goel\, CFA\, CAIA\, Partner and Head of Global Macro\, Breakout Capital \n\n\n\n6:05 PM \n\nPanel Discussion \nModerator \nDirk Willer\, Ph.D.\, Global Head of Macro Strategy\, Citi \nPanelists \nTimothy Chu\, New York Representative\, International Monetary Fund \nTara Hariharan\, Managing Director and Head of Global Macro Research\, NWI Management LP \nLupin Rahman\, Ph.D.\, Sovereign Debt Specialist\, Aoushima \n\n\n\n6:45 PM \nQ&A \n\n\n7:00 PM \n\nBook Summary \nLupin Rahman\, Ph.D.\, Sovereign Debt Specialist\, Aoushima \n\n\n\n7:25 PM \n\nClosing Remarks \nRohit Goel\, CFA\, CAIA\, Partner and Head of Global Macro\, Breakout Capital
URL:https://cfany.org/event/navigating-sovereign-debt-in-a-multipolar-world-from-us-exceptionalism-to-geopolitical-fragmentation-and-book-discussion/
LOCATION:Virtual Only
CATEGORIES:Conference / Seminar,Global Passport,International Investments,Value Investing,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T173000
DTEND;TZID=America/New_York:20260514T210000
DTSTAMP:20260724T182943
CREATED:20260415T000759Z
LAST-MODIFIED:20260415T000759Z
UID:97589-1778693400-1778792400@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. \nMember$419if registered by 05/12Non-Member$519if registered by 05/12Course Curriculum×Course Curriculum\n\nIntroduction\n\nWalkthrough- what is Microsoft Power BI?\nSuccess stories and use cases\nHow companies and individuals have used dashboards successfully to become more data-driven\nInitial Setup\nReview of popular resources for Power BI\n\n\nConnecting Data and Transforming Data in Power BI\n\nHow does Power BI connect to our data?\nHow might we clean and transform our data to prepare it for a dashboard?\nWhat is Power Query and how does it work?\nUpdating and modifying data loads\nCustomizing a table we’ve loaded\nCustomizing and adding columns to a table\n\n\nTable Relationships and Data Models\n\nIntroduction to the Relationships pane in Power BI\nHow does one establish relationships?\nCardinality of relationships\nFact and Dimension tables\nBasic schema types (data models) and normalization\n\n\nData Analysis with DAX and M \n\nM and Power Query\nDAX and the Data pane\nWhen to use M and when to use DAX\nCommon M transformations\nCommon DAX transformations\nMeasures\, filters\, and contexts\n\n\nData Visualization\n\nIntro to the Report pane\nTiles\, tabs\, and filters\nCommon visualizations and their use cases\nFormatting a visual\nSlicers and Interactions\nStyling and Accessibility\n\n\nSummative Project\, Exit Review\, and Next Steps\n\nCloseCourse Developers×Course Developers\nJonathan Karp \nJon is a former science teacher and current business analyst at Teach For America\, leading projects focused on data and foundational technologies. Since 2016\, Jon has spearheaded efforts to revamp reporting\, analytics\, and data integration systems at TFA\, including significant work with SQL\, Power BI\, and data modeling. Prior to his work in IT\, Jon taught for four years with Teach For America in St. Louis\, MO\, also serving as science department chair during his final year. He received a Bachelor of Science in Earth and Ocean Sciences from Duke University\, where he cut his teeth on climate and chemical oceanography datasets. \n\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 (7 hours)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you\, you will most likely find this course useful: \n\nIn my current role\, I spend a lot of time creating reports and/or surfacing the insights they contain. \nI often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it. \nI’m responsible for manually updating the data sources for my team’s regular snapshots and briefs\, and want to reclaim that time. \nI want to conduct my organization’s\, team’s\, or own personal work more effectively by becoming more data-driven. \nI always want to have a current view on certain key metrics for which my company already stores relevant data. \nI want to learn how to incorporate data design and visualization principles into my core practice as a professional. \n\nWhat This Course Offers\nHands-on data visualization experience Microsoft Power BI and its Power Query engine \nEvery participant leaves with a working dashboard that they can connect to their organization’s data sources \nInsights on how best to automate tedious data workflows with web dashboards \nOverview of data sourcing\, preparation\, and visualization pitfalls \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-visualization-and-business-analytics-with-microsoft-power-bi-cognitir-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:20260519T120000
DTEND;TZID=America/New_York:20260519T130000
DTSTAMP:20260724T182943
CREATED:20260317T135355Z
LAST-MODIFIED:20260331T145356Z
UID:96986-1779192000-1779195600@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-41/
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:20260520T180000
DTEND;TZID=America/New_York:20260520T193000
DTSTAMP:20260724T182943
CREATED:20251125T211445Z
LAST-MODIFIED:20251125T212156Z
UID:94206-1779300000-1779305400@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-48/
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:20260601T180000
DTEND;TZID=America/New_York:20260601T190000
DTSTAMP:20260724T182943
CREATED:20251103T193728Z
LAST-MODIFIED:20260512T143635Z
UID:93558-1780336800-1780340400@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-36/
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:20260603T180000
DTEND;TZID=America/New_York:20260603T193000
DTSTAMP:20260724T182943
CREATED:20251125T193607Z
LAST-MODIFIED:20251125T193607Z
UID:94090-1780509600-1780515000@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-51/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T180000
DTEND;TZID=America/New_York:20260610T190000
DTSTAMP:20260724T182943
CREATED:20260217T200802Z
LAST-MODIFIED:20260608T213200Z
UID:96114-1781114400-1781118000@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-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,Virtual Events & Programming
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260616T120000
DTEND;TZID=America/New_York:20260616T130000
DTSTAMP:20260724T182943
CREATED:20251125T192521Z
LAST-MODIFIED:20260604T172455Z
UID:94054-1781611200-1781614800@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 \nFeatured Speaker: Pooja VyasPooja Vyas is a Research Analyst at Marquette Associates\, bringing six years of investment experience to the firm. Joining in 2025\, she conducts private markets manager due diligence\, develops macroeconomic and capital markets research\, and serves on the firm’s alternative investment manager search committee. \nPrior to Marquette\, Pooja held roles in private markets due diligence\, portfolio construction\, and macroeconomic research at a multi-family office\, a national investment consulting firm\, and an investment research firm. \nPooja holds an M.S. in finance from Simon Business School at the University of Rochester\, a Master of Commerce with a concentration in accountancy from Mithibai College at the University of Mumbai\, and a B.S.B.A. with a concentration in finance from Narsee Monjee Institute of Management Studies.
URL:https://cfany.org/event/alternative-investment-group-meeting-37/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260618T180000
DTEND;TZID=America/New_York:20260618T190000
DTSTAMP:20260724T182943
CREATED:20260604T141209Z
LAST-MODIFIED:20260608T212829Z
UID:98647-1781805600-1781809200@cfany.org
SUMMARY:PRAG and ISR Collaborative Interest Group Meeting
DESCRIPTION:👥 Special joint meeting\n    This month\, we're bringing together two interest groups for a special joint meeting! \n    We will be combining the Performance and Risk Analytics Group and the Investment Strategy Roundtable into one session. This joint meeting is designed to give members from both groups the opportunity to connect\, share perspectives\, and engage in meaningful discussions on a wide range of topics within the ever‑evolving world of finance.Please take a moment to learn more about each group below and register for the meeting by clicking the registration button on the right-hand side. We look forward to seeing you there! \n  \n\n  \n    \n    About the groups\n    \n  \n\n  \n    \n      📈 PRAG\n      Performance & Risk Analytics Group \n      The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. Its 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. If you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group. \n      Join this group →\n    \n\n    \n      🌎 ISR\n      Investment Strategy Roundtable \n      The CFA Society New York Investment Strategy 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. \n      Join this group →
URL:https://cfany.org/event/prag-and-isr-combined-interest-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260701T180000
DTEND;TZID=America/New_York:20260701T193000
DTSTAMP:20260724T182943
CREATED:20251125T195937Z
LAST-MODIFIED:20251125T195937Z
UID:94121-1782928800-1782934200@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-65/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260701T180000
DTEND;TZID=America/New_York:20260701T193000
DTSTAMP:20260724T182943
CREATED:20251125T193638Z
LAST-MODIFIED:20251125T193638Z
UID:94092-1782928800-1782934200@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-52/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260706T180000
DTEND;TZID=America/New_York:20260706T190000
DTSTAMP:20260724T182943
CREATED:20251125T192837Z
LAST-MODIFIED:20260512T143626Z
UID:94065-1783360800-1783364400@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 \nFeatured Speaker: Ehsan Ehsani Ehsan Ehsani is an adjunct professor in the finance division at Columbia Business School and an investor at an activist and value-oriented firm in New York. He holds an MBA from Columbia Business School\, along with master’s degrees from the MIT-Zaragoza International Logistics Program and Chalmers University of Technology in Sweden. \nHe will be discussing his new book\, Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street.
URL:https://cfany.org/event/value-investing-group-meeting-32/
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T120000
DTEND;TZID=America/New_York:20260708T130000
DTSTAMP:20260724T182943
CREATED:20251125T201433Z
LAST-MODIFIED:20260706T173331Z
UID:94166-1783512000-1783515600@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: Luke GromenLuke Gromen has over 25 years of experience in equity research\, equity research sales\, and as a macro/thematic analyst.  He is the founder and president of macro/thematic research firm FFTT\, LLC\, which he founded in early 2014 to address and leverage the opportunity he saw created by applying what clients and former colleagues consistently described as a “unique ability to connect the dots” during a time when he saw an increasing “silo-ing” of perspectives occurring on Wall Street and in corporate America.  FFTT caters to institutions and sophisticated individuals by aggregating a wide variety of macroeconomic\, thematic and sector trends in an unconventional manner to identify investable developing economic bottlenecks for his clients. \nPrior to founding FFTT\, Luke was a founding partner of Cleveland Research Company\, where he worked from 2006-14.  At CRC\, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients.  Prior to that\, Luke was a partner at Midwest Research\, where he worked in equity research and sales from 1996-2006.  While in sales\, Luke was a founding editor of Midwest’s widely-read weekly thematic summary (“Heard in the Midwest”) for the firm’s clients\, in which he aggregated and combined proprietary research from Midwest with inputs from other sources.  \nLuke Gromen holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University.  He earned the CFA designation in 2003.   
URL:https://cfany.org/event/international-investment-group-meeting-7/
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T180000
DTEND;TZID=America/New_York:20260708T190000
DTSTAMP:20260724T182943
CREATED:20260303T153227Z
LAST-MODIFIED:20260624T210533Z
UID:96703-1783533600-1783537200@cfany.org
SUMMARY:CFA Society New York Book Club: Nuclear War by Annie Jacobsen
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: Nuclear War: A Scenario \nAuthor: Annie Jacobsen \nEvery generation\, a journalist has looked deep into the heart of the nuclear military establishment: the technologies\, the safeguards\, the plans\, and the risks. These investigations are vital to how we understand the world we really live in—where one nuclear missile will beget one in return\, and where the choreography of the world’s end requires massive decisions made on seconds’ notice with information that is only as good as the intelligence we have. \nPulitzer Prize finalist Annie Jacobsen’s Nuclear War: A Scenario explores this ticking-clock scenario\, based on dozens of exclusive new interviews with military and civilian experts who have built the weapons\, have been privy to the response plans\, and have been responsible for those decisions should they have needed to be made. Nuclear War: A Scenario examines the handful of minutes after a nuclear missile launch. It is essential reading\, and unlike any other book in its depth and urgency.
URL:https://cfany.org/event/cfa-society-new-york-book-club-nuclear-war-by-annie-jacobsen/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T180000
DTEND;TZID=America/New_York:20260708T190000
DTSTAMP:20260724T182943
CREATED:20260217T200946Z
LAST-MODIFIED:20260608T213228Z
UID:96118-1783533600-1783537200@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-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T173000
DTEND;TZID=America/New_York:20260714T190000
DTSTAMP:20260724T182943
CREATED:20251125T200853Z
LAST-MODIFIED:20251125T200853Z
UID:94147-1784050200-1784055600@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-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T180000
DTEND;TZID=America/New_York:20260715T193000
DTSTAMP:20260724T182943
CREATED:20251125T211746Z
LAST-MODIFIED:20251125T211746Z
UID:94210-1784138400-1784143800@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-50/
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260717T120000
DTEND;TZID=America/New_York:20260717T130000
DTSTAMP:20260724T182943
CREATED:20260520T140111Z
LAST-MODIFIED:20260616T143311Z
UID:98292-1784289600-1784293200@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.  \n\nWhere Is Capital Flowing? Risks\, Opportunities & Performance Across Sustainability Themes \n\n\nFund flows and holdings data offer a unique lens into how investors are positioning portfolios today. This session will explore where capital is moving across sustainability and thematic strategies\, from clean energy and transition metals to other emerging themes\, and what those shifts reveal about investor priorities. Drawing on Bloomberg Intelligence research\, we will examine whether the recent recovery in clean energy is sustainable and how energy-price shocks are reshaping the outlook for the sector. We will also explore how ESG and climate metrics can influence performance across industries\, and whether those same signals are reflected in fund portfolio construction. \n\nJOIN THIS GROUP \nFeatured Speaker: Shaheen Contractor\, CFAShaheen Contractor\, CFA\, is a Senior Environmental\, Social\, and Governance (ESG) Research Analyst for Bloomberg Intelligence\, the research platform available on the Bloomberg Terminal at BI. With nearly a decade of experience in fund evaluation\, quantitative analysis\, and sustainable investing\, she specializes in assessing ESG performance and its implications for risk\, return\, and valuation across global industries. Her research also examines the drivers and challenges facing ESG funds\, gender diversity and the broader investment impacts of the low-carbon transition. A recognized thought leader in sustainable finance\, she is frequently invited to speak at industry conferences and provide expert commentary on television and radio. Her work has been featured in leading sustainability publications\, including a book published by World Scientific \nMrs. Contractor has a Master of Science degree in Sustainability Management from Columbia University and a Bachelor of Business Administration (BBA) degree from Symbiosis International University.
URL:https://cfany.org/event/sustainable-investing-group-meeting-48/
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T120000
DTEND;TZID=America/New_York:20260721T130000
DTSTAMP:20260724T182943
CREATED:20260317T135731Z
LAST-MODIFIED:20260616T143929Z
UID:96989-1784635200-1784638800@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. \nFor this meeting\, we will be discussing the following: The State of Private Credit Markets \n\nCurrent performance concerns regarding private credit and BDCs.\nUpdates on broader debt capital markets and recent challenges (inflation\, interest rates\, and the weakening economic outlook).\nA comparison of how bonds\, BSL\, and private credit are navigating these challenges.\n\n JOIN THIS GROUP \nFeatured Speaker: Ruth YangRuth Yang is Head of Content Strategy at CreditSights\, where she leads how the business delivers timely\, authoritative insight across global debt capital markets. Cred itSights provides coverage of deal activity\, emerging trends\, and evolving risk signals across bonds\, loans\, and private credit—helping clients navigate complexity and stay ahead in a rapidly shifting market. Ruth is responsible for shaping a content strategy that not only interprets\nmarket developments but drives actionable value for clients. \nRuth brings over 25 years of experience in leveraged finance and credit markets. Most recently\, she was Global Head of Private Markets Analytics & Thought Leadership at S&P Global Ratings\, where she expanded private credit coverage and led cross-market engagement through a robust thought leadership platform. She also served as\nSponsor of the cross-divisional S&P Global Private Debt Research Lab and was a member of the S&P Global Look Forward Counsel. \nPreviously\, Ruth held senior leadership roles at Fitch Solutions as Managing Director of Leveraged Finance Intelligence\, where she built and scaled leveraged finance offerings. She also spent more than 15 years at Leveraged Commentary & Data\, leading global leveraged finance content and operations\, and began her career at the Loan Syndications & Trading Association (LSTA)\, overseeing the mark-to-market pricing service. In 2025\, Ruth was named included in Hedge Fund Journal’s 50 Women Leaders for Private Markets. Ruth holds an A.B. with honors from Harvard University.
URL:https://cfany.org/event/alternative-investment-group-meeting-42/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
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