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Industry Experts. Key Issues. Premium Events.

FEATURED EVENT
Virtual Event Series
Modernizing Investment Research Series
Next Session: The Infrastructure to Make It All Work (Oct 27)
UPCOMING SESSIONS: OCTOBER 27; NOVEMBER 5
The Infrastructure to Make It All Work: The right infrastructure is vital to a firm’s ability make the leap toward a more modern approach to investment research. Learn more »
Subsequent Session
Cultural Change and Business Model Implications: A modern investment process requires non-traditional skills. Which ones are key to making it all work? Learn more »
About Series: Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research.
A Virtual Asset Owner Series™ Event
Free for Members; $25 per session for nonmembers
Virtual Event
CFA Society New York Annual Celebration 2020
THURSDAY, OCTOBER 29
Guest Speaker: Speaker Name
CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.
Society Host: Group Name
Free to Members | $30 Nonmembers
Virtual Course
Introduction to Python for Business and Finance
Data, Data Everywhere
WEDNESDAY, NOVEMBER 11-12
Guest Speaker: Speaker Name
This two-evening, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.
Society Host: Group Name
Special rates via CFANY.org; presented by Cognitir
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.

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Full Calendar—AOS Virtual Keynotes

Global Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers, in addition to senior think tank representatives with valuable policy insights, for technical discussions concerning the impact of regulatory, multilateral, fiscal and monetary policies on financial markets and the global economy. GPS launched in June 2020 owing to the critical role policy decisions were playing on investment performance in light of COVID-19.

Monetary and fiscal policy response was taken to unprecedented levels during the Great Recession. The policy response to the financial stresses brought by COVID-19 are likely to exceed the response during the Great Recession. Longer-term, global public pension underfunding, increasing sovereign debt levels, entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses. GPS will dig deep into these topics and go well beyond the headlines and political noise that obscure real debate and analysis.

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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