CFA Society New York

A Leading Forum for the Investment Community

Since 1937

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Members-Only Announcements

Become a Society Leader: Board, Committees, Interest Groups (Submission Deadline: Nov. 5)

More information; Candidate application forms »

Cast Your 2021 CFA Society New York Volunteer Awards’ Ballot (Submission Deadline: Nov. 12)

Submit your group and/or individual nominations now »

Upcoming Events

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT

5-Day Virtual Conference

Ben Graham IX Annual Conference

In-Person Networking Session Available*

MON, JUNE 13 – FRI, JUNE 16

The Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. This year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing, and offers an in-person networking reception on Thursday, June 16. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned, and much more!
Areas of Focus:

Insights from some of the leading value investors of today
Alternative value investment strategies in credit, private equity, and macro-driven approaches
Value opportunities in distressed and High Yield debt

*Purchase of at least one virtual conference-day ticket—and proof of vaccination status—required to attend Networking Reception session (Thurs, June 16).

Single-Day & Bundled Registration Options Available. Open to Members & Nonmembers.

Virtual Conference

How to Close the Remaining Gaps in ESG Mandates for Asset Owners

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WEDNESDAY, MAY 18

Hear thought leaders from the asset owner community come together to explain what they think is missing from the current ESG investment mandate options. The panelists will discuss how asset owners and investment advisors can optimize the implementation of the mandates and monitor their impact. The panelists will also take a look forward to how mandates will likely change.

Hosted by: CFA NY's Asset Owner Series™ | Sustainable Investing Group

$10 Members | $40 Nonmembers

2-Day Virtual Conference

What’s New in International Financial Reporting Standards

THURS, JUNE 2 – FRI, JUNE 3

Presented by: Wall Street Prep

Our conference will review the current and prospective work programs of the IASB and ISSB and assess their impact on corporate reporting. Additionally, our speakers will examine the rollout of European Single Electronic Format (ESEF), emerging ESG data standards, and the similarities and differences between IFRS and U.S. GAAP.

Hosted by: CFA NY's Financial Reporting & Analysis Group

Day/Bundle – Members: $30/$40 | Nonmembers: $60/$80

More Events

State of the Society

A 2021 year-in-review at CFA Society New York, and a look ahead at 2022

Announcement

CFA NY Board of Directors Appoints Arun Manansingh as Executive Director

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