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Upcoming Events

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT
Virtual Programming
Midyear Market Outlook
WED, JULY 14
Has digital-first collaboration left you feeling out of the loop during recent market moves? Join our Institutional Asset Management interest group for an in-depth Midyear Market Outlook panel, featuring a range of prominent chief investment officers, portfolio managers and market strategists. This event will provide an opportunity for attendees to hear about current opportunities and risks in different areas of the industry. While focused investment discussions can often become siloed, this multifaceted perspective will facilitate thinking that can uncover otherwise-overlooked links in financial instruments.
Areas of Focus:
  • Examine potential market moves and broad expectations
  • Hear current prognoses from prominent voices
  • Explore long-term concerns and opportunities
30+ Expert Speakers — Single-Day and 5-Day Bundled Registration Options Available
Free to Members | $25 Nonmembers
Virtual Programming
Infrastructure as an Asset Class in Today’s Environment
WEDNESDAY, JUNE 23
Book Author: Peter Bernstein
Recent dramatic shifts in the investment landscape have defined new necessities for communities and businesses, driving demand for capital in particular infrastructure subsectors. As the pandemic subsides, certain trends such as energy transition, strengthening domestic supply chains, resiliency to climate change, and digitalization will continue to accelerate, even while communities return to normal.
Host Group — Alternative Investments
Free to Members | $25 Nonmembers
Virtual Programming
Global Policymakers Series (GPS)
Second Quarter Summit 2021
THURSDAY, JUNE 24
Historic events like the Great Recession and COVID-19 often spell a legislative response that impacts financial markets globally. These trends that demonstrate just how valuable an understanding of global policy, and changes in regulatory standards, is to financial professionals. The 2021 'Second Quarter Summit' explores global asset allocation, trade analysis for investments, pension allocation, money-manager perspectives and more.
Become a Member to Attend — Learn More
Complimentary Registration for Members
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.

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.

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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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