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Industry Experts. Key Issues. Premium Events.

Guest Speaker: Speaker Name
Understand best practices for starting and building firms of all sizes, learn the key drivers and objective cretieria for manager selection, and gain perspective on what allocators think and how to attract allocations. For professionals considering launching, imminently launching, or have recently launched, our panels will cover issues regarding post-COVID realities, and how firms are taking advantage of the opportunities and challenges of doing business in the current economy.
Society Host: Group Name
Free to Members | $25 Nonmembers
Book Author: Peter Bernstein
Build investment knowledge and meet other members! CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present; this is a discussion on the book of the month to help members further digest the material and meet other like-minded members. 2-3 books are typicallly planned in advance.
Society Host: Group Name
Free to Members | $25 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.

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 regulatory, 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.

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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