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Author Series: Asset Owner Edition Multi-Asset Investing: A Practitioner’s Framework by Pranay Gupta

Author Series: Asset Owner Edition Multi-Asset Investing: A Practitioner’s Framework by Pranay Gupta

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Information on future livestream event access, society announcements, opportunities, events and more!

Upcoming Events

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April 2024

Calendar of Events

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0 events, 31

1 event, 1

6:00 PM - 7:30 PM

Value Investing Group Meeting

Monday, April 1 | 6:00 PM - 7:30 PM EDT

Value Investing Group Meeting

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

0 events, 2

3 events, 3

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, April 3 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

6:00 PM - 7:30 PM

Performance & Risk Analytics Group Meeting

Wednesday, April 3 | 6:00 PM - 7:30 PM EDT

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Wednesday, April 3 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

0 events, 4

0 events, 5

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0 events, 7

0 events, 8

1 event, 9

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Tuesday, April 9 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

1 event, 10

6:00 PM - 7:00 PM

CFA Society New York Book Club:Same as Ever: A Guide to What Never Changes by Morgan Housel

Wednesday, April 10 | 6:00 PM - 7:00 PM EDT

CFA Society New York Book Club:Same as Ever: A Guide to What Never Changes by Morgan Housel

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

0 events, 11

0 events, 12

0 events, 13

0 events, 14

0 events, 15

1 event, 16

6:00 PM - 7:30 PM

Alternative Investment Group Meeting

Tuesday, April 16 | 6:00 PM - 7:30 PM EDT

Alternative Investment Group Meeting

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

1 event, 17

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Wednesday, April 17 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

0 events, 18

0 events, 19

0 events, 20

0 events, 21

0 events, 22

1 event, 23

6:00 PM - 7:00 PM

CFA Society New York Women’s Mentorship Program

Tuesday, April 23 | 6:00 PM - 7:00 PM EDT

CFA Society New York Women’s Mentorship Program

The CFANY Women’s Mentorship Program, a cornerstone initiative of the Young Leaders Group (YLG) within CFA Society New York, has been thriving since its inception in 2019. Designed to foster meaningful connections between emerging female professionals and seasoned experts in the finance sector

0 events, 24

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0 events, 28

0 events, 29

0 events, 30

2 events, 1

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, May 1 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Wednesday, May 1 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

0 events, 2

1 event, 3

12:00 PM - 1:30 PM

Sustainable Investing Group Meeting

Friday, May 3 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

0 events, 4

There are no events on this day.

Monday, April 1

Monday, April 1 | 6:00 PM - 7:30 PM EDT

Value Investing Group Meeting

There are no events on this day.

Wednesday, April 3

Wednesday, April 3 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

Wednesday, April 3 | 6:00 PM - 7:30 PM EDT

Performance & Risk Analytics Group Meeting

Wednesday, April 3 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

Tuesday, April 9

Tuesday, April 9 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

Wednesday, April 10

Wednesday, April 10 | 6:00 PM - 7:00 PM EDT

CFA Society New York Book Club:Same as Ever: A Guide to What Never Changes by Morgan Housel

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

Tuesday, April 16

Tuesday, April 16 | 6:00 PM - 7:30 PM EDT

Alternative Investment Group Meeting

Wednesday, April 17

Wednesday, April 17 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

There are no events on this day.

Tuesday, April 23

Tuesday, April 23 | 6:00 PM - 7:00 PM EDT

CFA Society New York Women’s Mentorship Program

Wednesday, May 1

Wednesday, May 1 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

Wednesday, May 1 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

There are no events on this day.

There are no events on this day.

There are no events on this day.

Tuesday, April 23

Tuesday, April 23 | 6:00 PM - 7:00 PM EDT

CFA Society New York Women’s Mentorship Program

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

Wednesday, May 1

Wednesday, May 1 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

Wednesday, May 1 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

There are no events on this day.

Friday, May 3

Friday, May 3 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

There are no events on this day.

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