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Leadership Groups

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Virtual Events

CFA Candidates

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READ: State of the Society

READ: Strategic Planning, Member Perspectives

Members-Only Announcements

Become a Society Leader: Board, Committees, Interest Groups (Submission Deadline: Nov. 5)

More information; Candidate application forms »

Cast Your ‘2021 CFA Society New York Volunteer Awards’ Ballot (Submission Deadline: Nov. 12)

Submit your group and/or individual nominations now »

Upcoming Events

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT

In-Person Conference

2021 CFA Society New York Annual Dinner

THURSDAY, OCTOBER 28

Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019.

The Annual Dinner is an opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.

Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

Join us in celebration of 84 years of excellence and delivering member value.
Areas of Focus:

Long term views of the markets
Pension asset allocation and manager selection
Overall impressions of the market

Thank you for the amazing response!

We are currently at capacity, but registration will be re-opened if additional tickets become available.

On-site proof of vaccination required for all attendees.

Virtual Conference

2nd Annual Niche Investment Strategies Outlook

WEDNESDAY, NOVEMBER 17

Presented by: Wall Street Prep

Learn how to evaluate and manage niche investment strategies, generate return premiums, and think outside the box of traditional investment norms when you attend this focused, thorough panel event addressing the outlook for niche investment strategies. Panelists will discuss the unique expertise and sophistication required to navigate investment strategies that don’t fit neatly into traditional investment categories, share their knowledge and experience in pursuing niche investments, and provide insight into the eccentricities and benefits of these investments that often lack mainstream appeal.

Host Group: Alternative Investments

$10 Members | $40 Nonmembers

Virtual Conference

2022 Outlook for Female Leaders

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THURSDAY, NOVEMBER 18

In Partnership with Collaborative Women In Investment Management (WIM)

Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship event—part of the Collaborative Women in Investment Management (WIM) Initiative. The conversation will focus on the advancement of female leaders of all backgrounds, drawing on the perspectives of women with long careers in the financial service industry and exploring how aspiring female leaders can look to elevate their careers to the executive level.

DID YOU KNOW — You don't need to be a charterholder to become a member of CFA NY ⭢ learn more here

Hosted by: CFA NY's Diversity & Inclusion Forum

Free for Members | $25 Nonmembers

More Events

State of the Society

A 2020 year-in-review at CFA Society New York, and a look ahead at 2021

Global Reach: Asset Owner Series

CFA Society New York Demonstrates Virtual Capacity, Possibilities Through Collaboration with CFA Society Peru

Our flagship Asset Owner Series^™ features the most influential asset owner and investment consultant decision makers behind the institutions that direct global markets with their investment choices.

Since its 2015 inception, Asset Owner Series™ events have hosted over 6,000 in-person attendees from around the world and featured over 300 speakers that collectively represent organizations with over $70 trillion in fiduciary assets under ownership or advisory.

If you’re driven to have a global impact, Asset Owner Series™ events are the place to learn from the thought leaders that influence society.

In light of COVID-19, CFA Society New York created AOS Virtual Keynotes in 2020—presented in partnership with CFA Institute and CAIA Association—to ensure CFA Society and CAIA members globally will still be able to access exclusive asset owner and investment consultant perspectives.

Nov

Tue

2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit

This Asset Owner Series Virtual Summit will take a comprehensive look at topics directly affecting Latin American asset owners. Hear from international investors, asset managers and owners, and other experts on the most pressing issues facing Latin American investments today.

Presenters will discuss political considerations on a regional and international scale, changing economic and regulatory policies that are impacting investment decisions, and ongoing risks and opportunities in a post-COVID environment. Learn how ESG trends and infrastructure needs could help determine the stability

Find out more »

Dec

Wed

6th Annual Insurance Company Chief Investment Officers Roundtable

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums, low interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference.

Find out more »

Full Calendar—AOS Virtual Keynotes

Global Policymakers Series (GPS), presented quarterly, educates members of CFA Society New York, and members of our sister societies, on global policy matters.

The financial consequences of the Great Recession led to historic changes in monetary policy, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful.

Such trends demonstrate just how valuable an understanding of global policy, and changes in regulatory standards, is to financial professionals in managing their careers and in offering quality client services. Through GPS, CFA Society New York educates on both fronts, and does so through a lens devoid of any political or ideological noise.

Nov

Mon

Global Advocacy: Policymakers, Investors and Beyond – EMEA

Hear what CFA Institute’s head of advocacy has planned for the EMEA region. Join us for a conversation about the long- and short-term goals and how societies in Europe can get involved.

Find out more »

Dec

Mon

Global Advocacy: Policymakers, Investors and Beyond – APAC

Hear what CFA Institute’s head of advocacy has planned for the APAC region. Join us for a conversation about the long- and short-term goals and how societies in the APAC region can get involved.

Find out more »

Take Part in an 80-Year Legacy of Excellence

Name: 6th Annual Insurance Company Chief Investment Officers Roundtable
Start: 2021-12-08T18:00:00-05:00
End: 2021-12-08T20:00:00-05:00
Location: CFA Society New York

Through generations of investment professionals, CFA Society New York has remained steady as a leading forum for the investment community since 1937, and a hub for objective, independent thought. Members benefit from exclusive content, invaluable leadership opportunities and unparalleled access to a network of industry leaders. Your membership supports the legacy of Benjamin Graham—the father of value investing, and the founder of CFA Society New York.

About Us

Find us in the heart of Times Square

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714

Phone: (212) 541-4530