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September 2021
Data Visualization and Business Analytics with Microsoft Power BI – Cognitir
Strong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.
Leaders in Digital Assets
Financial Women's Association and CFA Society New York are pleased to co-host their first content-driven event: Leaders in Digital Assets. The virtual event will feature a panel discussion with women at the forefront of the development of this exciting asset class. The discussion will cover industry trends, the inclusion of women investors, and careers in digital assets today & in the future.
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 round-table, the annual Ben Graham conference and the value investing workshop.
Sixth Annual Global Macro Outlook
Recent changes to global monetary and fiscal policies are complicating the playing field for macro investors, who face difficult decisions as economies transition out of pandemic shock. This panel discussion, featuring a diverse slate of trusted macro strategists, PMs, and researchers, will address the impact these policy changes are predicted to have on multi-asset class investing as well as provide a space for speakers to share their insight into dominant political and economic forces, key macro trends, and investment opportunities.
October 2021
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.
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.
21st Century Investing: Foundations of Systems-Level Investing
CFA Society New York invites you to the first event in a four-part series on 21st Century investing for sustainable and systems-level investing, hosted in collaboration with CFA Societies in the Northeast corridor and with help from CFA Institute and The Investment Integration Project (TIIP). Subsequent events in this series will be hosted by CFA Societies in Boston and Philadelphia; all events will be open for all members of all CFA societies.
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.
Financing and Counterparty Management: The Changing Landscape for Hedge Funds
Recent high-profile hedge fund stories have garnered attention for hedge funds and generated concerns over the levels of exposure enabled by banks’ prime brokerage departments. This level of scrutiny recalls changes the industry experienced after the 2008 financial crisis, when new regulation revised requirements on banks’ prime brokerage departments, affecting the scope of services they were able to provide to their clients and the relationship with the hedge fund managers more broadly.
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.
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!
Utilizing ESG and Climate Data to Improve Multi-Asset Risk Analysis
Join our Performance & Risk Analytics interest group for an informative virtual event featuring Habib Moudachirou, FRM, CIFD, a twenty-year quantitative investment management veteran. In this presentation, Mr. Moudachirou will give an overview of sustainability investing, covering a variety of ESG approaches, while discussing the path to integrating sustainability with the broader needs of the investment management community.
What challenges and opportunities will the heads of municipal bond investment managers face in the coming years? Tune in to first Asset Manager Series event to hear directly from CEOs, CFOs and CIOs of municipal management firms about how they are positioning their investment portfolios in the face of ongoing state fiscal pressures, changing yields and demographics, and more. They will also discuss their key decisions on their teams for the next phase of client needs. Join us to learn more about their immediate macroeconomic outlook and hear what big-picture considerations these experts are taking into account.
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.
Financial & Valuation Modeling Virtual Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.