At CFA Society New York, we are committed to the health and safety of our members, employees, candidates and stakeholders around the globe.

All programming and meetings will be offered virtually until further notice. While our offices are currently closed, our staff is working remotely to serve and support our members and volunteers.

For current society information and updates, as well as other resources relevant to the novel coronavirus (COVID-19), please click here.

Get Involved

Looking for the rest of our events? To see our full conference listings, including those presently postponed:

Full Conference Calendar

Upcoming Events

Industry Experts. Key Issues. Premium Events.

Mon, June 8 - Wed, June 10

A three-day virtual event beginning with a Master Class focused on the basic building blocks of high yield investment, and followed by two days dedicated to CFA Society New York's longest-running conference, promising to bring attendees up to the minute on the market’s outlook and key innovations.

Wednesday, June 3

Risk mitigation or defensive strategies provide risk reduction solutions in the form of hedge funds, global macro, tail risk strategies, systematic managed futures/CTAs, duration management and option strategies. A risk solutions provider explores these strategies which represent 3-15% of institutional portfolios.

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, in partnership with CAIA Association, created the AOS Virtual Keynotes to ensure CFA Society and CAIA members globally will still be able to access exclusive asset owner perspectives.

Upcoming Asset Owner Series Events

Full Calendar—AOS Virtual Keynotes

The Global Policymakers Series is a group of exclusive events featuring influential policy makers from both the United States and globally, in addition to representatives from think tanks with valuable policy insights.

The monetary and fiscal policy measures taken in response to COVID-19 in the short-term are likely to have longer-term ramifications globally, with increases in sovereign debt levels, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations, all of which may necessitate further policy responses in the future. The Global Policymakers Series dives deep into these topics and goes well beyond the headlines and political noise that obscure real debate and analysis.

The Global Policymakers Series was created by Thomas Brigandi, CFA, Global Inaugural Outstanding Young Leader of the CFA Institute, and is driven by his team of over 500 industry leaders globally who source speakers from their respective networks. In light of COVID-19, the Policy Series began as a live-streamed and recorded virtual-based Series and will transition into both in-person and virtual-based programming.

Upcoming Global Policymakers Series Events

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

Contact Us