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Upcoming Events

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT
Virtual Asset Owner Series™ Event
Development Bank Perspective:
Optimizing Investments in Sustainable Infrastructure in Emerging Markets
MONDAY, AUGUST 2
Tune in to this virtual Asset Owner Series event featuring Prof. Zamir Iqbal, Vice President, Finance, and Chief Financial Officer of the Islamic Development Bank in conversation with Nico Firzli, President of the World Pensions Council. In this discussion, Prof. Iqbal will share his perspective on how investors can maximize infrastructure and sustainable development opportunities when investing in emerging markets, informed by his nearly three decades of experience in the sector.
Areas of Focus:
  • The role of infrastructure development in emerging markets
  • Optimizing sustainable investments from a development perspective
  • Global asset allocation and manager selection
AOS Virtual Keynotes access and registration is now available to nonmembers!
Free to Members | $15 Nonmembers
Virtual Course
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass
WEDNESDAY, AUG. 18 - FRIDAY, AUG. 20
Presented by: Wall Street Prep
The Private Equity Boot Camp, led by PE professionals, teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. Four of the top five private equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training.
Want more? Browse all upcoming Wall Street Prep courses & opportunities we have to offer right here
20% off this course, exclusively via CFANY.org
CFA NY Book Club
[Book] A World Without Work: Technology, Automation, and How We Should Respond
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WEDNESDAY, SEPTEMBER 8
Book Author: Daniel Susskind
The 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 as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall, a way to build on our investment knowledge and meet other members.
DID YOU KNOW — You don't need to be a charterholder to become a member of CFA NY ⭢ learn more here
Available to Members Only
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.

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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.

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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