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With over 11,000 members, CFA Society New York (CFANY) is the largest CFA society in the world.

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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.

80-Year Legacy

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.

Industry Experts. Key Issues. Premium Events.

Mon 24

Climate and ESG Asset Owner Summit

September 24 @ 7:30 AM - 7:30 PM
Tue 25

4th National Pension Funds Conference

September 25 @ 5:30 PM - 9:00 PM
Wed 26

Young Leaders Fall Happy Hour

September 26 @ 6:00 PM - 8:00 PM
Thu 27

Impact of 2017 Tax Reform Act

September 27 @ 6:00 PM - 8:00 PM
Oct 02

3rd Annual Global Macro and Commodities Outlook

October 2 @ 4:00 PM - 8:00 PM
Oct 04
Oct 11

3rd Annual Multi Family Office Conference

October 11 @ 5:30 PM - 9:00 PM

Climate and ESG Asset Owner Summit

September 24 @ 7:30 AM - 7:30 PM

4th National Pension Funds Conference

September 25 @ 5:30 PM - 9:00 PM

Young Leaders Fall Happy Hour

September 26 @ 6:00 PM - 8:00 PM

Impact of 2017 Tax Reform Act

September 27 @ 6:00 PM - 8:00 PM

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Past Events

Shape the Conversation

Shape the Conversation

The Seven Kinds of Asset Owner Institutions

By Tom Brigandi and Sloane Ortel

“A very useful, descriptive piece for people to understand everything they need to know about asset owners in one place.”
– Paul Smith, CFA, CEO, CFA Institute
Read Now

MEMBERSHIP AREA

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CFANY News

The GLOBAL PASSPORT PROGRAM allows members of participating CFA societies to attend each other’s society events at the local member price.

When you travel, contact the local society using the Society Directory to learn about eligible events and other networking opportunities.

Featured Event

IMPACT OF 2017 TAX REFORM ACT

Thursday, September 27 | 6:00 – 8:00 PM

Members: $30 | Nonmembers: $70

Free livestream available to members only

The 2017 Tax Reform Act introduces substantial changes to many areas of the U.S. tax system, including the taxation of individuals, businesses in all industries, multinational enterprises, and other areas. Our panel experts will provide a summary of the key features of the new law and focus on the financial reporting and investment implications of the changes. Our expert panelists will discuss how the corporations and taxpayers can plan or prepare prior to year-end, including..

Details & Registration

Wall Street Prep

FINANCIAL AND VALUATION MODELING 3-DAY BOOT CAMP

Next Date: September 26 – September 28

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.

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View our “Contact Us” page, or email us directly for all sponsorship and/or membership-related inquiries.

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CFANY NEWS

Press releases, announcements and additional coverage of CFA Society New York.

CFANY ASSET OWNER SERIES™ GOES GLOBAL IN HONG KONG
CFANY IS ‘PUTTING BENEFICIARIES FIRST,’ BEGINNING WITH U.S. RETIREMENT AND ENTITLEMENT CRISIS EVENT
80TH ANNIVERSARY ASSET OWNER SUMMIT DELIVERS, CFANY PROVES UP TO CHALLENGE OF LEADING GLOBAL INVESTMENT COMMUNITY
CFANY GEARED FOR HIGHLY ANTICIPATED ASSET OWNER SUMMIT FEATURING ALL-STAR SLATE OF SPEAKER PANELS
CFANY HOSTS ANNUAL DINNER, DEBUTS PRESTIGIOUS NEW AWARD TO MARK 80TH ANNIVERSARY
CFA SOCIETY NY SUMMER SOCIAL PRODUCES PACKED HOUSE AND PROMISING FUTURE
CFANY & SQA TEAM UP FOR TIMELY, HIGHLY-ANTICIPATED FINTECH EVENT
CFANY & HKSFA WORK JOINTLY TO EXPAND ASSET OWNER SERIES™ GLOBALLY
CFANY IS NOW CFA SOCIETY NEW YORK FOLLOWING HISTORIC NAME CHANGE
CFA Society New York Celebrates Benjamin Graham and 80th Anniversary

Press Release

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..

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Read About 2017 Awards

Press Release

CFA SOCIETY NEW YORK BESTOWED WITH THREE SOCIETY EXCELLENCE AWARDS FROM CFA INSTITUTE

CFA Institute honors CFA Society New York at 2017 Society Leadership Conference in Philadelphia for its outstanding work and dedication throughout the year.

NEW YORK, MAY 23, 2017 — CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as the 2017 recipient of the following awards:

  • Strategic Initiatives: Delivering Member Value
  • Research Foundation Society Award: Events/Activities
  • Inaugural Global Outstanding Young Leader: Thomas Brigandi

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ARPM Bootcamp

6-Day Intensive Course Aug. 14-19

Members of the CFA Society New York are entitled to an affiliate discount. Visit the event page to obtain the discount code and pay a discounted rate of $1,800 (vs. the regular rate of $2,300). In 6 intense days, the Advanced Risk and Portfolio Management Bootcamp consolidates.. MORE >>>

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SOCIETY NEWS

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

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