Loading Events

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

2021 Annual Dinner

2021 CFA Society New York Annual Dinner

Thursday, October 28

6:00 PM – 9:30 PM

At the Mandarin Oriental New York

Proof of Vaccination Required for All Attendees

More Information

Registration & Attendance

Thank You For The Amazing Response!

We are currently at capacity, but registration will be re-opened if additional tickets become available.

MEMBERS

$340
  • Limited Tickets Remain

    Act Now!

NONMEMBERS

$440
  • Nonmember Registration Closing Soon

    Reserve Your Seat Today!
Become a Member and Save | Membership Options »
 Did You Know

Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019.

The Annual Dinner is an opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.

Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

Join us in celebration of 84 years of excellence and delivering member value.

Interested in sponsoring this event?

Sponsor Benefits Brochure

Contact our team for more information: [email protected]

See Our Sponsors

Irving Kahn Lifetime Achievement Award

John Levin

Chief Executive Officer and Senior Portfolio Manager

Levin Capital Strategies, LP

See Bio

Long term views of the markets

Pension asset allocation and manager selection

Overall impressions of the market

Keynote Speaker

Anastasia Titarchuk

Chief Investment Officer

New York State’s Common Retirement Fund

See Bio

Registration Sold Out

Get Your Ticket Now

Thank you for your interest—due to capacity limitations, registration has been closed to the public. For all existing and sponsor registrants, please note that vaccination is required for all attendees.

Ticket availability limited—reserve your seat before it’s too late! Proof of vaccination is required for all attendees.

Registration Closed
Register to Attend

Save on Registration as a Member or Sponsor

Become a member or explore our sponsorship offers and opportunities by following one of the buttons below.

Membership

Did you know that CFA Society New York membership is available to ALL finance professionals? Learn more about our full range of membership options by following the button above.

| Opening Cocktails

Networking

Opening Cocktails

| Dinner Seating

Ceremony Commencement

Dinner Seating

| WELCOMING REMARKS

Introduction

Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Chair – Board of Directors, CFA Society New York

Load more

| A VIEW FROM CFA INSTITUTE

Introduction

Margaret Franklin, CFA, President & Chief Executive Officer, CFA Institute

Load more

| IRVING KAHN LIFETIME ACHIEVEMENT AWARD

Award Ceremony

INTRODUCER

2018 Irving Kahn Lifetime Achievement Award Winner

Scott C. Evans, CFA, fmr. Deputy Comptroller for Asset Management & Chief Investment Officer, Office of the New York City Comptroller

HONOREE

John Levin, Chief Executive Officer & Senior Portfolio Manager, Levin Capital Strategies, LP

Award accepted on behalf of recipient by:

Robert Discolo, CFA, CAIA, Chief Executive Officer & Chief Investment Officer, River Partners Family Office

Load more

| KEYNOTE ADDRESS

Keynote

INTRODUCER

Andrew Auslander, CFA, FRM, Treasurer — Board of Directors, CFA Society New York

SPEAKER

Anastasia Titarchuk, Chief Investment Officer, New York State’s Common Retirement Fund

Load more

| CLOSING REMARKS, THANK YOUS AND WELL WISHES

Conclusion

Kelly Ye, CFA, Director of Research, IndexIQ; Member – Board of Directors, CFA Society New York

Load more

Annual Dinner Sponsors