Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019.

The Annual Dinner is an opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.

Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

Join us in celebration of 84 years of excellence and delivering member value.
Areas of Focus:

Long term views of the markets
Pension asset allocation and manager selection
Overall impressions of the market

Registration Now Open to Nonmembers! Early Bird Rate Expires Sept. 30.

Proof of vaccination required for all attendees. Sponsorship opportunities available. Tickets limited—act now!

Virtual Conference

Financing and Counterparty Management: The Changing Landscape for Hedge Funds

WEDNESDAY, OCTOBER 6

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.

Host Group: Alternative Investments

Free to Members | $25 Nonmembers

Virtual Conference

Utilizing ESG and Climate Data to Improve Multi-Asset Risk Analysis

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THURSDAY, OCTOBER 7

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

Host Groups: Performance & Risk Analytics; Sustainable Investing

$10 Members | $40 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.

Nov

Mon

Family Offices: New Views into Diversification Benefits

Hear about a new survey of wealthy individuals and how one multifamily office implements the ideas from it, during our virtual Asset Owner Series™. Join us for a midday conversation about family offices and long-term strategies, including a fresh perspective on the impact of diversification. Gain new awareness of strategic wealth allocation methods and grow your understanding of the broader changes you can affect through intentional investing when you attend this event.

Find out more »

Nov

Tue

2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit

This Asset Owner Series Virtual Summit will take a comprehensive look at topics directly affecting Latin American asset owners. Hear from international investors, asset managers and owners, and other experts on the most pressing issues facing Latin American investments today.

Presenters will discuss political considerations on a regional and international scale, changing economic and regulatory policies that are impacting investment decisions, and ongoing risks and opportunities in a post-COVID environment. Learn how ESG trends and infrastructure needs could help determine the stability

Find out more »

Dec

Wed

Sixth Annual Insurance Company Chief Investment Officers Roundtable

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums, low interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference.

Find out more »

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.

Oct

Mon

Global Advocacy: Policymakers, Investors and Beyond – Americas

Hear what CFA Institute’s head of advocacy has planned for the Americas region. Join us for a midday conversation about the long- and short-term goals and how societies in North and South America can get involved.

Find out more »

Nov

Mon

Global Advocacy: Policymakers, Investors and Beyond – EMEA

Hear what CFA Institute’s head of advocacy has planned for the EMEA region. Join us for a conversation about the long- and short-term goals and how societies in Europe can get involved.

Find out more »

Take Part in an 80-Year Legacy of Excellence

Name: Sixth Annual Insurance Company Chief Investment Officers Roundtable
Start: 2021-12-08T18:00:00-05:00
End: 2021-12-08T20:00:00-05:00
Location: CFA Society New York

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