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READ: State of the Society

READ: Strategic Planning, Member Perspectives

Upcoming Events

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT
A Virtual Asset Owner Series™ Event
Family Offices: A Long Term View of Investments and Philanthropy
MONDAY, MAY 24
Watch the CIO and Managing Director of two of the largest family offices in the United States come together to discuss their long term investing and philanthropic planning. This AOS Virtual Keynote features interviewer Binu George, CFA (Michael Bloomberg’s family office) and interviewee Bruce Zimmerman (Ray Dalio’s family office).
Areas of Focus:
  • Long Term Asset Allocation
  • Long Term Planning
  • Philanthropic Planning and Giving
Free to Members & Asset Owners
Virtual Event
Legal Cannabis and Financial Services: What Investors Need to Know
TUESDAY, MAY 11
Book Author: Peter Bernstein
Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Join for an in-depth panel discussion and hear from leading voices across the regulatory environment on issues ranging from related fee income to questions of accountability and more. Speakers will address the opportunities and challenges involved in working with growers and dispensaries, as well as early-stage investors and others.
Host Group — Financial Reporting and Analysis
Free to Members | $25 Nonmembers
Virtual Program & Conference
31st Annual High Yield Bond Conference
Master Class and Conference
MASTER CLASS: JUNE 7 | CONFERENCE: JUNE 8-10
A 3-Day (Non-Consecutive) Series — presented by the Financial Reporting & Analysis and Institutional Asset Management Groups
Introduction to High Yield (Master Class): A focus on the basic building blocks of high yield investment, led by leading practitioners.

General Sessions I, II, III (Conference): Our longest-running conference brings attendees up to the minute on the market’s outlook and key innovations. Hear expert views on the best values in today’s market and a discussion on the default rate outlook, quantitative methods, incorporating ESG into credit analysis, and recent scholarly research.
A 4-Day Program — Single-Session Registration Available
Free to Members | 1-Day & Reg. Bundle Available to 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.

View 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.

Take Part in an 80-Year Legacy of Excellence

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

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