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Industry Experts. Key Issues. Premium Events.

Presented by: Wall Street Prep
Recent high-profile hedge fund stories have garnered attention and generated concerns over the levels of exposure enabled by banks’ prime brokerage departments. Join us to explore the use of financing and leverage in hedge fund strategies, the role of prime brokers and other service providers, and to examine the potential industry implications resulting from recent high-profile stories.
Free to Members | $25 Nonmembers
Book Author: Daniel Susskind
An informative virtual event featuring Habib Moudachirou, FRM, CIFD, a twenty-year quantitative investment management veteran, this program will provide an overview of sustainability investing, covering a variety of ESG approaches, while discussing the path to integrating sustainability with the broader needs of the investment management community. Mr. Moudachirou will explore the quantitative tools required to harness the massive amount of data involved in risk analysis, discuss climate-risk awareness, and offer perspective on cutting-edge risk management methodologies.
DID YOU KNOW — You don't need to be a charterholder to become a member of CFA NY ⭢ learn more here
$10 Members | $40 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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