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March 2019

Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

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Thursday, March 28 | 4:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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April 2019

Value Investing Group Roundtable

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment pitches, the annual Ben Graham conference and other events.

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Monday, April 1 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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The 2017 crypto boom brought often overstated and sometimes impossible claims of institutional investment and adoption by 2018. Custody issues, liquidity, regulatory uncertainty, bad actors, security and importantly, a 75% price decline all slowed the pace of institutional adoption.

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Tuesday, April 2 | 3:00 PM - 7:00 PM

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

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Wednesday, April 3 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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The 5th Annual Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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Thursday, April 4 | 8:00 AM - 12:00 PM

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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Thursday, April 4 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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CFANY Cyber Security Forum

Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them, plus gain an extensive understanding of the wide range of existing threats within the growing global financial industry.

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Thursday, April 4 | 6:30 PM - 8:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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CFANY Book Club: Heroic Failure; Brexit and the Politics of Pain

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment-related topics.

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Monday, April 8 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Value Investing Group Meeting

The Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment pitches, the annual Ben Graham conference and other events.

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Monday, April 8 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

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Tuesday, April 9 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Less developed economies are said to be the world’s primary source of growth, but there’s no denying they are also sites of profound risk in this peculiar moment. Whether they seek to expose or insulate their portfolios, attendees at our inaugural Tangible Opportunities event will leave prepared to take informed action across a range of countries and capital structures.

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Tuesday, April 9 | 6:00 PM - 8:00 PM

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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Wednesday, April 10 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Find your CFANY NICHE: Member + Group Meet & Greet

Lend your voice and interact with any of CFA Society New York's 19 Volunteer Groups Event Overview Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community, [...]

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Thursday, April 11 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. 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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Monday, April 15 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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 [...]

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Tuesday, April 16 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map
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