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January 2022

Jan
26
Wed

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!

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Jan
27
Thu

M&A in the Wealth Management Industry

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.

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Business Management, Conference / Seminar, Private Wealth Management, Virtual Events & Programming
Jan
28
Fri

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.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Jan
31
Mon

Fintech Leadership Group Meeting

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.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

February 2022

Feb
2
Wed

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.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Feb
4
Fri

Quantitative Investing Group Meeting

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Feb
7
Mon

Veterans Roundtable Group Meeting

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Veterans, Virtual Events & Programming
Feb
8
Tue

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.

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Free for Members, Group Meeting, Institutional Asset Management, Interest Group, Interest Group Meetings, Virtual Events & Programming
Feb
9
Wed

Private Wealth Management Group Meeting

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Feb
15
Tue

What Investors Need to Know About Audits

The Financial Reporting and Analysis interest group presents an in-depth conversation to help familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of PCAOB and SEC actions over the past year.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
Feb
15
Tue

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Feb
16
Wed

Value Investing Workshop with Charles Lemonides, CFA, founder of ValueWorks LLC

Join Charles Lemonides, CFA, founder of ValueWorks LLC, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy, learn how to identify quality assets at compelling valuations, and discuss real-life examples during this workshop.

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Conference / Seminar, Value Investing, Virtual Events & Programming
Feb
18
Fri

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.

Find out more »
Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Feb
22
Tue

Third Moody’s Chief Investment Officer Credit Outlook Summit, Hosted in partnership with CFA Society New York

Moody’s Investors Service Chief Investment Officer Credit Outlook Summit features Chief Investment Officer panelists from around the world. The discussion will focus on their global macroeconomic views and the trends impacting their manager search and selection and asset allocations.

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Asset Owner Series, Free for Members, Other Industry Event, Virtual Events & Programming
Feb
22
Tue

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
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