Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

A Day of Fintech

Tuesday, September 27 | 2:00 PM - 7:00 PM

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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.

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Cvent Transition Guide

Overview

Join CFA Society New York for an intensive half-day conference addressing a variety of financial technology topics in a broader global context. Hear leading-edge perspective on fintech innovation directly from knowledgeable industry presenters, dive into the potential outcomes and implications this innovation holds for Wall Street and come away with actionable career insights when you attend.

On April 28th, attend to gain a deeper understanding of recent disruptive trends. Fintech isn’t just a passing fad: this introduction of new tools, strategies, and data has inspired lasting changes within legacy financial roles and institutions. Join fellow CFA charterholders and industry leaders to learn more about the ways in which fintech is forecasted to affect global finance in the near- and long-term.

Registration Options

Single Day Pass

$$20for members
  • Nonmembers: $60

3-Day Combo

$$50for members
  • Nonmembers: $150

Agenda

1:30 PM | REGISTRATION CHECK-IN

(Walk-ins will not be accepted)


2:00 PM | OPENING REMARKS


2:05 PM | DECENTRALIZED FINANCE


3:00 PM |  BREAK


3:05 PM | CLIMATE FINTECH
How technology is enabling, engaging, and frictionless experiences to help consumers make more sustainable lifestyle choices

Brian Luciani, Head of Rise New York, Rise, created by Barclays


4:00 PM | BREAK


4:05 PM | METAVERSE


5:00 PM | BREAK


5:05 PM | WEALTHTECH
How custody and clearing firms are enabling the next wave of WealthTech innovation


5:55 PM | CLOSING REMARKS


6:00 PM | NETWORKING & CATERED RECEPTION

For our in-person attendees, a networking reception will be held, following the event’s closing remarks, and conclude at 7:00 PM.

Agenda

Crypto – How Disruptive is DeFi?, Teach-In
(Everything a CFA Needs to Know About Crypto I & II), Stablecoins 
Tuesday, April 26

Climate Tech
Wednesday, April  27

Wealth Management/Personal Finance
Thursday, April 28

Additional Details

Learning Outcomes

  • Understand recent fintech trends and developments
  • Discuss potential outcomes and implications for Wall Street
  • Highlight the impact of fintech on CFA charterholders’ career opportunities

Sponsorship

Platinum Sponsor