BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://cfany.org X-WR-CALDESC:Events for CFA Society New York REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260618T180000 DTEND;TZID=America/New_York:20260618T190000 DTSTAMP:20260724T190822 CREATED:20260604T141209Z LAST-MODIFIED:20260608T212829Z UID:98647-1781805600-1781809200@cfany.org SUMMARY:PRAG and ISR Collaborative Interest Group Meeting DESCRIPTION:đŸ‘„ 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260701T180000 DTEND;TZID=America/New_York:20260701T193000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260701T180000 DTEND;TZID=America/New_York:20260701T193000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260706T180000 DTEND;TZID=America/New_York:20260706T190000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T120000 DTEND;TZID=America/New_York:20260708T130000 DTSTAMP:20260724T190822 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 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:20260708T180000 DTEND;TZID=America/New_York:20260708T190000 DTSTAMP:20260724T190822 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 ClubÂź 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 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:20260708T180000 DTEND;TZID=America/New_York:20260708T190000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260714T173000 DTEND;TZID=America/New_York:20260714T190000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260715T180000 DTEND;TZID=America/New_York:20260715T193000 DTSTAMP:20260724T190822 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 RoundtableÂź,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:20260717T120000 DTEND;TZID=America/New_York:20260717T130000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260721T120000 DTEND;TZID=America/New_York:20260721T130000 DTSTAMP:20260724T190822 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 ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT END:VCALENDAR