CFA Society New York has launched Cvent—our new events platform
Changes to the event-registration process are here! Instructions and information on those changes—including the effect those changes will have on the event-registration process moving forward—have been provided below.
Event registration requires a CFA Institute account. Those who already have a CFA Institute account must use their existing CFA Institute account email address and password. Those without an existing CFA Institute account can create one quickly and easily (and for free).
CFA Institute Account Creation
Step-by-Step Walkthrough
The following steps pertain to individuals without an existing CFA Institute account.
Registration for all events processed via our new Cvent events platform—a free CFA Institute account is required.
If you do not already have a CFA Institute account, you will be required to create one by clicking the “Sign up now” link. The process will take just a couple of minutes and requires a name, an email address, and the creation of a password.
To create your account and register for an event:
- Click the “Sign up now” link
- Provide the email address you would like to use. This will be the email address you use to register for all CFA NY events
- On the next screen, confirm that your email address is correct, and click the “Send verification code” button
- Find and enter the verification code you should have received via email notification into the “Verification Code” field, and hit the “Verify Email” button
- Once verified, continue onto the next screen where you will create a password and provide your first and last name. After doing so, hit the “Create Account” button and you’re done!
- Following account creation—if you were not automatically redirected back to the registration funnel—use the registration URL you were provided with or return to the event page and follow the “Register” button to revisit the event’s registration portal. You may now enter the credentials you created in the previous steps and proceed to complete your registration. These will be your event-registration credentials for all CFA Society New York events moving forward.
The following steps require an existing CFA Institute account.
Registration for all events taking place September 29 onward will be processed via our new Cvent events platform.
To register for an event:
- Enter the email address you have associated with your account at CFA Institute
- Enter the password you have associated with your existing account at CFA Institute
- Click “Log In”
After clicking the “Log In” button—if the entered credentials match the existing credentials you have associated with your account at CFA Institute—you will be redirected to the event’s Cvent portal where you may proceed to complete the registration process.
Forgot Your CFA Institute Account Email Address or Password?
Click the “Need help logging in?” link to reset your account password.
Please be advised that the registration button found on any post-September 29 event will lead to the CFA Institute login page (pictured below). Following login, you will be directed to the appropriate Cvent registration portal where you may complete the registration process.
Existing CFA Institute Account
CFA Institute Account Creation
CFA Society New York is in the process of transitioning over to Cvent—our new events platform.
As such, some changes to the event-registration process are on the horizon; more information on those changes—and the effect those changes will have on future event registration—will be provided later this month.
Of more immediate note, many of you may begin receiving automated email notifications, informing you that you have successfully registered for an event that:
- Has already occurred; or
- You have already registered for
For those in receipt of such emails, please note that /there is no action needed from you at this time/ — such messages may safely be ignored. These automated email notifications are simply the result of our staff’s effort to transfer historic registration records off of our legacy events platform over to our new Cvent-based events platform.
Full transition is tentatively planned to be completed by the end of the month. After that point—beginning with 6th Annual real estate Outlook: PropTech Applications for Today and In the Future (September 29)—all future events will be hosted on the new Cvent-based platform.
If you have any questions on any of the above, please don’t hesitate to let us know.
Upcoming Events
September 2020
6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.
October 2020
How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?
Jeroen Bos, CFA, CAIA will interview Valentijn van Nieuwenhuijzen to find out what's next.
What the “Technologized Investor” of the Future Looks Like
Ashby Monk (Stanford) thinks investors will need to understand more about long term risks, unconventional data and have good tech partners in the future.
How Does One of Asia’s Largest Insurance Group CIOs See the World?
Join us as Jo Murphy (CAIA) interviews Professor Mark Konyn, Group CIO at AIA, the largest independent, publicly listed pan-Asian life insurance group.
Racial Equity in Asset Management: Asset Owners’ Perspectives
What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?
See How a State Pension Plan Sees the Long Run
Elizabeth Burton, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman, CFA, of CAIA.
How One Endowment and One Family Office are Implementing ESG Investments
Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.
CFA Society New York Annual Celebration 2020
CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.
November 2020
A View from Australia
Stephen Dunne, Director of Construction and Building Industry Superannuation Fund (Cbus), will be interviewed by Maria Wilton, CFA.
6th Annual Thinking Beyond the Transition for Veterans
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.
LatAm & Caribbean Asset Owners Series Virtual Summit 2020
CFA Society Peru and CFA Society New York will head a fantastic three day event that will go deep into the issues facing Latin American asset owners. Discussions will cover: post COVID-19 risks and opportunities, infrastructure, economic and regulatory policies that will impact investments, ESG and more. All views will be provided by asset owners and international investors.
An Overview of the State of LIBOR Transition
LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition.
Southeast Asia’s Risks and Returns, During and Beyond Covid
Hear the CIO of Khazanah Nasional Berhad, the sovereign wealth fund of the Government of Malaysia and Edphawin Jetjirawat, MD, Temasek interviewed by Sharinee Shannon Kalayanamitr, Gobi Partners.
CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework Conference
To help asset owners measure the impact of their Real Asset portfolios on both ESG and delivery of the Sustainable Development Goals (SDG’s) the AOS advisor committee approached GRESB, Univ. of Cambridge Institute for Sustainability Leadership and Africa investor as technical partners, to work with a high-level ‘Brain Trust’ and explore the creation of a framework, narrative and benchmark to measure the impact of infrastructure assets on delivery, and to promote adoption amongst their respective asset owner networks. The framework is the first output from the effort.
Why Investing in Hope is Profitable for One Wealthy Family
Joseph Boateng of Casey Family Programs Endowment will be interviewed by Hubert Danso, Africa Investor.