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June 2018
Kaplan Professional conjointly with the CFA Society New York Career Development Group presents a series of symposiums offering an introduction to ELEVEN—a Kaplan Professional leadership development program. In this introductory series, keynotes augmented by audience participation will be presented by ELEVEN program director (Milo-Arne Wilkinson) followed by full panel discussions and Q&A with industry leaders. The kickoff event on June 26, 2018 at CFA Society New York's office begins with the topic, “Are We Hard Wired for Change?” All topics will be presented in 45-minute workshops and include quick snapshots of the Eleven methodology. Each topic is highly interactive with a 60% / 40% split over theory and practical with a humorous, storytelling overlay to them all.
Find out moreThe 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.
Find out moreBen Graham V Annual Conference
The Ben Graham V Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference will feature panels discussing the current state of value investing—both domestic and international—the challenges and opportunities for value investing in a low-interest rate environment, and more, including: - Opportunities around gold - Trends in artificial intelligence and value investing - How plan sponsors view the current value investing industry A diverse slate of first-rate speakers was drawn from prominent asset management organizations, plan sponsors, and from across academia
Find out more »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!
Find out moreJuly 2018
Veterans Roundtable Meeting Monday, July 2 6:00 pm - 7:30 pm Overview FREE Members Only About Society Register to Attend Veterans Roundtable Overview This is an organizational meeting for all interested persons wanting to participate in the CFA Society New [...]
Find out moreThe 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.
Find out moreMidyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set views from established market participants.
Find out moreThe mission of the Fintech 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.
Find out moreThe CFA Society New York Book Club® meets monthly and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall, a fantastic way to build on our investment knowledge and meet other members.
Find out moreBecome 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!
Find out moreThe 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.
Find out moreTake advantage of the emergence of factor and goal-based investing. Join Yale School of Management and EDHEC-Risk Institute for a three-day executive education seminar, Multi-Asset Investment Products and Solutions. This seminar provides participants with an in-depth introduction to modern risk allocation techniques and their applications to the design of innovative forms of welfare improving investment products and solutions. Participants will learn how to perform factor investing and risk allocation, apply strategic asset allocation in the presence of liability constraints, and implement liability-driven investment solutions with cash and derivative instruments, among other takeaways. One of three seminars, participants can complete all three to receive the prestigious joint Yale School of Management-EDHEC-Risk Certificate in Risk and Investment Management.
Find out moreThis event will explore the growing litigation finance market, and associated investment opportunities. Speakers will include practitioners, i.e. investment managers, who provide litigation funding, LP investors and attorneys. Discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics. What makes a good case, what makes a bad case, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust, fraud, contract disputes, IP theft cases and beyond, and provide insight on how are deals structured between key participants: law firms, plaintiffs, defendants and funders.
Find out moreThe 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.
Find out moreThe 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. Past topics include Chinese consumer loan securitization, Dallas residential real estate boom, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional, academician or market enthusiast, you will surely find something new at the Roundtable
Find out moreAll requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.
Withdrawals from events, live or streaming, are subject to the following policy:
- 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
- LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund
For more information: Policies and Procedures
