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Looking for the rest of our events? To see our full conference listings, including those presently postponed:

Full Conference Calendar

Upcoming Events

Industry Experts. Key Issues. Premium Events.

Featured Event

Featured Event

VirtualBen Graham VII Annual Conference

Wed, June 17 and Thurs, June 18

The latest installment of CFA Society New York’s serialized, marquee event, this two-day conference features panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned, and much more…

Presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis

Early bird rate expires June 8

Virtual30th Annual High Yield Bond Conference

Mon, June 8 - Wed, June 10

A three-day virtual event beginning with a Master Class focused on the basic building blocks of high yield investment, and followed by two days dedicated to CFA Society New York's longest-running conference, promising to bring attendees up to the minute on the market’s outlook and key innovations.

Three-Day Event — Multiple Registration Options Available

VirtualRisk Mitigation Strategies

Wednesday, June 3

Risk mitigation or defensive strategies provide risk reduction solutions in the form of hedge funds, global macro, tail risk strategies, systematic managed futures/CTAs, duration management and option strategies. A risk solutions provider explores these strategies which represent 3-15% of institutional portfolios.

Free: Members and Nonmembers

More Events

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.

Upcoming Asset Owner Series Events

Jun

8

Mon

What’s Next for India’s Infrastructure and Other Investments?

Hear from Prakash Rao of India’s sovereign wealth fund National Investment and Infrastructure Fund (NIIF), about the agenda for the second largest country in the world, by population.

Find out more »

Jun

15

Mon

A View from the Top of the Real Estate Market

View the current pressures on the real estate markets through the lens of one of its stars, Kent Swig of Swig Equities.

Find out more »

Jun

22

Mon

One Sovereign Wealth Fund Investor’s View

Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer of Alaska Permanent Fund, shares his view of why now is a good time for alternative investments.

Find out more »

Full Calendar—AOS Virtual Keynotes

Global Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers, in addition to senior think tank representatives with valuable policy insights, for technical discussions concerning the impact of multilateral, fiscal and monetary policies on financial markets and the global economy. GPS launched in June 2020 owing to the critical role policy decisions were playing on investment performance in light of COVID-19.

Monetary and fiscal policy response was taken to unprecedented levels during the Great Recession. The policy response to the financial stresses brought by COVID-19 are likely to exceed the response during the Great Recession. Longer-term, global public pension underfunding, increasing sovereign debt levels, entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses. GPS will dig deep into these topics and go well beyond the headlines and political noise that obscure real debate and analysis.

Upcoming Global Policymakers Series Events

Jun

23

Tue

Global Policymakers Series — June 23

This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.

Find out more »

Jun

24

Wed

Global Policymakers Series — June 24

This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.

Find out more »

Jun

25

Thu

Global Policymakers Series — June 25

This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.

Find out more »

Jun

26

Fri

Global Policymakers Series — June 26

This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.

Find out more »

Sep

24

Thu

[3Q] Global Policymakers Series — Day 1, Session 1

The impact of policy on investments and investment management ﬁrms has grown over the last 15 years and will likely continue for years to come. This series will bring policymakers’ views to members.

Find out more »

Sep

24

Thu

[3Q] Global Policymakers Series — Day 1, Session 2

The impact of policy on investments and investment management ﬁrms has grown over the last 15 years and will likely continue for years to come. This series will bring policymakers’ views to members.

Find out more »

Sep

24

Thu

[3Q] Global Policymakers Series — Day 1, Session 3

The impact of policy on investments and investment management ﬁrms has grown over the last 15 years and will likely continue for years to come. This series will bring policymakers’ views to members.

Find out more »

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

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

Phone: (212) 541-4530

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CFA SOCIETY NEW YORK

A Leading Forum for the Investment Community

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Take Part in an 80-Year Legacy of Excellence