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Upcoming Events

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT
Virtual Conference
New Year Market Outlook
THURSDAY, JANUARY 28
he New Year Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines: Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks, not only in their own markets, but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that are often overlooked in silo focused investment discussions.
Virtual Attendees Will:
  • Examine market current expectations
  • Hear current thinking from influential asset managers and market strategistsg
  • Challenge status quo thinking
  • Understand the concerns of market managers
Free to Members | $25 Nonmembers
Virtual Event
What’s New in Accounting
TUESDAY, FEBRUARY 2
Guest Speaker: Speaker Name
An overview of the latest news, updates and trends in accounting, this event begins with an FASB keynote speaker, and features an overview of pronouncements and their respective impacts. Additionally, we'll explore the future plan and initiatives of FASB, and accounting professionals will discuss adoption of the pronouncements and recent trends.
Society Host: Group Name
Free to Members | $25 Nonmembers
Virtual Event
Specialty Credit: Trade Finance
Data, Data Everywhere
THURSDAY, FEBRUARY 11
Book Author: Peter Bernstein
Sometimes referred to as "secured income" or "alternative credit," Trade Finance investing can vary greatly, ranging from investment grade to extremely speculative. As an investment class, it has gained traction in recent years, from institutional investors seeking to improve yields versus traditional credit investments without taking on additional duration-risk or while impeding liquidity.
Society Host: Group Name
Free to Members | $25 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) 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

Contact Us