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Members-Only Announcements

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

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

Upcoming Events

Industry Experts. Key Issues. Premium Events.

CFA Society New York Book Club
New Year Market Outlook
Hybrid Presentation
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
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

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.

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.

Sign up and learn more here

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

Contact Us