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What proved to be a banner year here at CFA Society New York was aptly recognized as such at the CFA Institute’s 2017 Society Leadership Conference in Philadelphia. CFA Institute global membership currently exceeds 142,000 members, distributed across 73 countries and spaning 149 local member societies around the world. CFA Society New York is proud to be recognized by CFA Institute as recipient of 2017 Society Excellence Awards in the following categories:

  • Strategic Initiatives: Delivering Member Value –  CFA Society New York received this global award for providing compelling value on a consistent basis to all members across our vibrant member community. CFA Society New York’s membership grew to 10,000 during the period. 
  • Research Foundation Society Award: Events/ActivitiesCFA Society New York was chosen by CFA Institute Research Foundation to receive this award based on our robust calendar of informative and educational events. We host over over 70 seminars per year while also offering numerous member-exclusive forums organized according to member interests. During the period we also hosted the 50th anniversary celebration of the Research Foundation itself.  At this celebration Frank Fabozzi was presented with the James R. Vertin Award.
  • Inaugural Global Outstanding Young Leader: Thomas BrigandiTom was chosen as the inaugural recipient of this global award for his prolific work at CFA Society New York. He has built a team of over 150 volunteers who regularly organize events from an independent and objective perspective. The most successful of these is the Asset Owner Series which hosts Chief Investment Officers from each segment of the Asset Owner universe. For Thomas Brigandi’s bio, click here.

Press Release and Gallery

With over 10,000 members, CFA Society New York (CFANY) is the largest CFA society in the world.

We are chief investment officers, portfolio managers and leading analysts on both the buy-side and the sell-side of the industry. Over 95% of our members are CFA charterholders.

80-Year Legacy

Through generations of investment professionals, CFANY 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.

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Industry Experts. Key Issues. Premium Events.

Mar 08
Mar 15
Mar 19

22nd Annual Insurance Conference

March 19 - March 20
Apr 12

3rd Annual Single Family Office Conference

April 12 @ 5:30 PM - 8:00 PM
Apr 19

4th Annual Real Estate Outlook Event

April 19 @ 5:30 PM - 8:00 PM
Apr 20
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Past Events

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MEMBERSHIP AREA

Continue your commitment to professional excellence and stay connected with CFA Society New York. For more information click a button below.

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The GLOBAL PASSPORT PROGRAM allows members of participating CFA societies to attend each other’s society events at the local member price.

When you travel, contact the local society using the Society Directory to learn about eligible events and other networking opportunities.

Featured Event

INTEGRATING ESG FACTORS IN EQUITY AND FIXED INCOME

Continuing Education Credits – Sponsored by Kaplan Schweser

CFP: 2.5 CE Credits | CIMA: 2.5 CE Credits

Friday, April 20 | 1:30 pm – 4:00 pm

A half-day event with one keynote speaker, a panel of three speakers, all experienced practitioners in the sustainable investing field, to discuss the benefits and pros of ESG integration on a holistic approach across assets, versus the creation of limited numbers of specialized investment products for equity and fixed income assets.

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Wall Street Prep

FINANCIAL AND VALUATION MODELING
3-DAY BOOT CAMP

Next Date: March 21-23

This boot camp is an intensive instructor-led training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

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View our “Contact Us” page, or email us directly for all sponsorship and/or membership-related inquiries.

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CFANY NEWS

Press releases, announcements and additional coverage of CFA Society New York.

CFANY ASSET OWNER SERIES™ GOES GLOBAL IN HONG KONG
CFANY IS ‘PUTTING BENEFICIARIES FIRST,’ BEGINNING WITH U.S. RETIREMENT AND ENTITLEMENT CRISIS EVENT
80TH ANNIVERSARY ASSET OWNER SUMMIT DELIVERS, CFANY PROVES UP TO CHALLENGE OF LEADING GLOBAL INVESTMENT COMMUNITY
CFANY GEARED FOR HIGHLY ANTICIPATED ASSET OWNER SUMMIT FEATURING ALL-STAR SLATE OF SPEAKER PANELS
CFANY HOSTS ANNUAL DINNER, DEBUTS PRESTIGIOUS NEW AWARD TO MARK 80TH ANNIVERSARY
CFA SOCIETY NY SUMMER SOCIAL PRODUCES PACKED HOUSE AND PROMISING FUTURE
CFANY & SQA TEAM UP FOR TIMELY, HIGHLY-ANTICIPATED FINTECH EVENT
CFANY & HKSFA WORK JOINTLY TO EXPAND ASSET OWNER SERIES™ GLOBALLY
CFANY IS NOW CFA SOCIETY NEW YORK FOLLOWING HISTORIC NAME CHANGE
CFA Society New York Celebrates Benjamin Graham and 80th Anniversary

Press Release

CFA SOCIETY NEW YORK BESTOWED WITH THREE SOCIETY EXCELLENCE AWARDS FROM CFA INSTITUTE

CFA Institute honors CFA Society New York at 2017 Society Leadership Conference in Philadelphia for its outstanding work and dedication throughout the year.

NEW YORK, MAY 23, 2017 — CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as the 2017 recipient of the following awards:

  • Strategic Initiatives: Delivering Member Value

  • Research Foundation Society Award: Events/Activities

  • Inaugural Global Outstanding Young Leader: Thomas Brigandi

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ARPM Bootcamp

6-Day Intensive Course
Aug. 14-19

Members of the CFA Society New York are entitled to an affiliate discount. Visit the event page to obtain the discount code and pay a discounted rate of $1,800 (vs. the regular rate of $2,300). In 6 intense days, the Advanced Risk and Portfolio Management Bootcamp consolidates.. MORE >>>

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SOCIETY NEWS

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

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