With over 11,000 members, CFA Society New York (CFANY) is the largest CFA society in the world.
We are chief investment officers, portfolio managers and leading analysts on both the buy-side and the sell-side of the industry. Over 95% of our members are CFA charterholders.
Through generations of investment professionals, CFANY 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.
By Tom Brigandi and Sloane Ortel
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3RD ANNUAL ENDOWMENT & FOUNDATION CIO ROUNDTABLE
Thursday, December 6 | 5:30 – 9:00 PM
As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.
FINANCIAL AND VALUATION MODELING 3-DAY BOOT CAMP
Next Date: December 5-7
This boot camp is an intensive instructor-led training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
View our “Contact Us” page, or email us directly for all sponsorship and/or membership-related inquiries.
Press releases, announcements and additional coverage of CFA Society New York.
CFANY WINS TWO 2018 SOCIETY EXCELLENCE AWARDS FROM CFA INSTITUTE
NEW YORK, MAY 16, 2018 — CFA Society New York (CFANY) has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as the 2018 recipient of Most Outstanding Society. The 2018 Society Excellence Awards recognize CFA Institute member societies who have made an outstanding impact and contribution to delivering member value and furthering the mission of CFA Institute in their communities. The Outstanding Society award recognizes exceptional across-the-board performance in all areas, including..
CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally