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

Registration Now Open to Nonmembers! Early Bird Rate Expires Sept. 30.

Proof of vaccination required for all attendees. Sponsorship opportunities available. Tickets limited—act now!

Virtual Conference

Chinese Wealth Management Products, Safe as Cash

WEDNESDAY, SEPTEMBER 15

Presented by: Wall Street Prep

Do the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA community to discuss the current disclosure of WMPs within China and learn more about the complex risks in the seemingly simple area of cash and cash equivalents on the books of Chinese corporates.

Host Group: Financial Reporting & Analysis

Free to Members | $25 Nonmembers

Virtual Conference

Operational Due Diligence in 2021 and Beyond

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THURSDAY, SEPTEMBER 23

Book Author: Daniel Susskind

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting, as well as adapting ODD models and investor relations (“IR”) processes to the new normal.

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

Host Groups: Alternative Investments; Business Management

Free to 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

Mon

Family Offices: New Views into Diversification Benefits

Hear about a new survey of wealthy individuals and how one multifamily office implements the ideas from it, during our virtual Asset Owner Series™. Join us for a midday conversation about family offices and long-term strategies, including a fresh perspective on the impact of diversification. Gain new awareness of strategic wealth allocation methods and grow your understanding of the broader changes you can affect through intentional investing when you attend this event.

Find out more »

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.

Sep

Wed

Global Policymakers Series (GPS): Third Quarter Summit 2021

This Third Quarter Summit will address a variety of perspectives on infrastructure investment in the US, EU, and Gulf states. Panelists will discuss the function of, and potential opportunities presented by, newer Institutional Investor Public Partnerships that are gaining popularity in Canada, Australia, and some African nations; they will also share insight on the ongoing financial stresses that policymakers are facing in the wake of the COVID-19 pandemic.

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