CFANY Premium Event Series

Asset Owner Series™

A collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFA Society New York has to offer. Since the end of 2015, the Series has hosted chief investment officers, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds, insurance companies, single family offices, multi family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions and union pensions that collectively have over $43 trillion in assets under management or advisory. According to OECD and World Pensions Council estimates, there is approximately $95 trillion in institutional investor (asset owner and asset manager) AUM globally.
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FinTech Series

The mission of the FinTech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.
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AI and the Data Revolution Series

The mission of the FinTech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.
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Investment Employment Outlook and Professional Development Series

A collection of events for investment industry professionals looking to learn more about job hunting strategies, common pitfalls in interviewing and how to avoid them, as well as effective interaction with internal HR personnel and agency recruiters, with the guidance of some of the most experienced investment industry employment experts CFA Society New York has to offer.
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The Emerging and Frontier Markets Series

A collection of exclusive events for investment industry executives looking to improve their emerging and frontier market knowledge with the guidance of some of the most experienced minds CFANY has to offer. Since 2013, the Series has hosted over 10 events featuring over 90 senior investment professional speakers who represent organizations that oversee in excess of $13 trillion in AUM.
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Putting Beneficiaries First Series

The CFA Society New York Putting Beneficiaries First Series is a collection of exclusive events for investment industry executives looking to better understand credit and market risks associated with US federal and municipal government unfunded public pension and entitlement liabilities, in addition to the national federal debt. The Series features thought leader speakers that represent financial institutions, non-partisan think-tanks and government officials for data driven discussions.
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Global Infrastructure Conference Series

The CFA Society New York Global Infrastructure Conference Series is a collection of exclusive events for investment industry executives looking to better understand the long term and near term outlook for the infrastructure industry with multiple panels across power, oil & gas, water, transport and emerging markets’ infrastructure. The series features thought leader speakers that represent buy-side and sell-side financial institutions, asset owners, and government organizations for thought-provoking discussions on infrastructure deal flow, funding tools, upcoming opportunities with the ever-shifting legal and political landscape worldwide, the global infrastructure deficit, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios.

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Sustainable Investing Series

 

The series was founded by CFA Institute’s Inaugural Global Outstanding Young Leader and CFA Society New York’s 2016 Benjamin Graham Distinguished Service Award recipient, 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, THOMAS BRIGANDI, and spearheaded by HENRY SHILLING, WENDY PAN, CFA, and KENNTH LASSNER, CFA.

Additional details coming soon.

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High Yield Bond Master Class and Conference Series

Details coming soon.

Veterans' Roundtable Series

Details coming soon.

Alpha Women Series

Details coming soon.

GIPS - Global Investment Performance Standards Series

Details coming soon.

University Outreach - Annual Research Challenge Series

Details coming soon.

Social Events for Members

Details coming soon.

Upcoming Events

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Asset Owner Series Sponsorship

Series Founding Sponsor

Series Gold Sponsor

Series Silver Sponsor

Series Partners

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks