CFA Society New York
Finance Professionals. Industry Leaders. Global Pioneers.
Asset Owner Summit
Feb. 22 | March 15 | April 23
Spearheaded by Tom Brigandi, Deepika Sharma, Bob Discolo and Ira Kaplan
CFANY Jobs Board
CFA Society New York Presents:
Investment Employment Outlook and Professional Development Series
What proved to be a banner year here at CFA Society New York was aptly recognized as such at the CFA Institute’s 2017 Society Leadership Conference in Philadelphia. CFA Institute global membership currently exceeds 142,000 members, distributed across 73 countries and spaning 149 local member societies around the world. CFA Society New York is proud to be recognized by CFA Institute as recipient of 2017 Society Excellence Awards in the following categories:
With over 10,000 members, CFA Society New York (CFANY) is the largest CFA society in the world.
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.
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.
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INTEGRATING ESG FACTORS IN EQUITY AND FIXED INCOME
Continuing Education Credits – Sponsored by Kaplan Schweser
CFP: 2.5 CE Credits | CIMA: 2.5 CE Credits
Friday, April 20 | 1:30 pm – 4:00 pm
A half-day event with one keynote speaker, a panel of three speakers, all experienced practitioners in the sustainable investing field, to discuss the benefits and pros of ESG integration on a holistic approach across assets, versus the creation of limited numbers of specialized investment products for equity and fixed income assets.
FINANCIAL AND VALUATION MODELING
3-DAY BOOT CAMP
Next Date: March 21-23
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.
View our “Contact Us” page, or email us directly for all sponsorship and/or membership-related inquiries.
Press releases, announcements and additional coverage of CFA Society New York.
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
Strategic Initiatives: Delivering Member Value
Research Foundation Society Award: Events/Activities
Inaugural Global Outstanding Young Leader: Thomas Brigandi
CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally