Join Matt McLennan, CFA, Co-Head of Global Value Team and Portfolio Manager for First Eagle Investments, for a hands-on presentation on spotting and managing strategic value investing opportunities.
*Proof of vaccination status required for all onsite attendees.

Members: $40 | Nonmembers: $80

Save on registration and more by becoming a member today

Livestream options available – Members: $20 | Nonmembers: $40

CFA Society New York Book Club

New Year Market Outlook

Hybrid Presentation

THURSDAY, JANUARY 12, 2023

Financial managers and analysts can benefit from exploring the perspectives of established market participants, learning from different ways of thinking, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.

Members: $40 | Nonmembers: $80

Save on registration and more by becoming a member today

Livestream options available – Members: $30 | Nonmembers: $60

CFA Society New York Book Club

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate Pensions

Hybrid Presentation

TUESDAY, JANUARY 17,2023

The losses suffered in equities and fixed income this year and the rise in interest rates is likely to affect pension funding and costs. Our program will provide an overview of changes in investment returns and costs that have occurred this year and assess how they will influence changes that companies are likely to make to their key pension assumptions, which in turn will impact future pension and benefits costs.

Members: $40 | Nonmembers: $80

Save on registration and more by becoming a member today

Livestream options available – Members: $30 | Nonmembers: $60

More Events

Society News

CFA NY’s Veteran’s Roundtable Rings the Nasdaq Stock Market Closing Bell

2022 CFANY Annual Dinner

Enjoy pictures from our Annual Celebration at the Mandarin Oriental

Global Reach: Asset Owner Series

CFA NY 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

Learn how to
make a difference
in your career
—and the world.

The CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.

You’ll develop expertise in a field in high demand by top firms worldwide and become part of the solution to the top issues impacting our world.

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