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October 2019
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.
Alternative Investment Group Meeting
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
The Forgotten Man: A New History of the Great Depression – Amity Shlaes
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
Private Wealth Managers, Succession Plans: Handing Off the Baton
Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects.
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.
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.
Value Investing Workshop: The Art of Short Selling
Please join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.
Alternative Investments for Private Wealth Advisors
As often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.
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!
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. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.
CFANY Annual Dinner 2019
CFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.
November 2019
Investor Forum 2019: Driving Actionable Analytics
Overview Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state [...]
What Investors Need to Know About Audits
Investors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.
Young Leader 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.
5th Annual Thinking Beyond the Transition for Veterans
The 5th Annual Thinking Beyond the Transition for Veterans 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.