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READ: State of the Society

READ: Strategic Planning, Member Perspectives

Members-Only Announcements

Become a Society Leader: Board, Committees, Interest Groups (Submission Deadline: Nov. 5)

Cast Your ‘2021 CFA Society New York Volunteer Awards’ Ballot (Submission Deadline: Nov. 12)

Upcoming Events

Industry Experts. Key Issues. Premium Events.

Presented by: Wall Street Prep
Learn how to evaluate and manage niche investment strategies, generate return premiums, and think outside the box of traditional investment norms when you attend this focused, thorough panel event addressing the outlook for niche investment strategies. Panelists will discuss the unique expertise and sophistication required to navigate investment strategies that don’t fit neatly into traditional investment categories, share their knowledge and experience in pursuing niche investments, and provide insight into the eccentricities and benefits of these investments that often lack mainstream appeal.
$10 Members | $40 Nonmembers
In Partnership with Collaborative Women In Investment Management (WIM)
Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship event—part of the Collaborative Women in Investment Management (WIM) Initiative. The conversation will focus on the advancement of female leaders of all backgrounds, drawing on the perspectives of women with long careers in the financial service industry and exploring how aspiring female leaders can look to elevate their careers to the executive level.
DID YOU KNOW — You don't need to be a charterholder to become a member of CFA NY ⭢ learn more here
Hosted by: CFA NY's Diversity & Inclusion Forum
Free for 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), 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.

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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