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FEATURED EVENT
A Virtual Asset Owner Series™ Event
Family Offices: A Long Term View of Investments and Philanthropy
MONDAY, MAY 24
Watch the CIO and Managing Director of two of the largest family offices in the United States come together to discuss their long term investing and philanthropic planning. This AOS Virtual Keynote features interviewer Binu George, CFA (Michael Bloomberg’s family office) and interviewee Bruce Zimmerman (Ray Dalio’s family office).
Areas of Focus:
  • Long Term Asset Allocation
  • Long Term Planning
  • Philanthropic Planning and Giving
Free to Members & Asset Owners
Virtual Event
Case Studies of Gaming Performance
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WEDNESDAY, MARCH 3
Book Author: Peter Bernstein
Do those performance results look too good to be true? Join us for an informative one-hour discussion led by an industry expert, which will tackle the “gaming” of investment performance results and identify ways to recognize potential problems in performance reporting. Discussion will include how “gaming” investment performance results has been used in the past to artificially improve performance appearance, how it can be detected and how the CFA Institute’s Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.” Attendees will learn what to look for when analyzing reported investment performances and explore the best ways to achieve fair, accurate representation of key strategic decisions.
Society Host: Group Name
Free to Members | $25 Nonmembers
Virtual Event Series
LIBOR Transition Series
MARCH 25; APRIL 22; MAY 25
A 3-Day (Non-Consecutive) Series — presented by the Financial Reporting & Analysis and Institutional Asset Management Groups
By June 2023, this once-dominant reference rate will be phased out entirely. Join us as we invite leaders from across the industry to share their expertise during this transition period to address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations.
Society Host: Group Name
Free to Members | 1-Day & Reg. Bundle Available to Nonmembers
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.

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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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