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August 2018
In 6 intense days, the Advanced Risk and Portfolio Management (ARPM) Bootcamp: - Consolidates portfolio managers' and risk managers' expertise into a structured and rigorous quantitative framework - Empowers avid learners with backgrounds in hard sciences to gain the deep technical knowledge necessary to operate across the complex world of quantitative trading, asset management, and risk management In operation since 2007, the ARPM Bootcamp has over 2,000 alumni from around the world, including industry leaders and academics.
Find out moreThe 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 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 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 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 moreThis event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.
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 moreSeptember 2018
Veterans Roundtable Meeting Monday, September 10 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 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 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 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 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 more2nd Annual Blockchain Conference
With this year’s conference, we bring together innovators, academics, investors and investment practitioners to address the current blockchain and cryptocurrency landscape, and most importantly, the impact on investment practitioners. Blockchain was introduced to the world in October 2008, a clever combination of mathematics, cryptography, and economics that underpinned Bitcoin. A year ago, cryptocurrency prices, ICOs, and stories of unscrupulous activity gained the attention of members, unsure if this was innovation or hype. In July 2018, stating “This is no passing fad”, the CFA Institute announced the addition of cryptocurrency and blockchain to the CFA curriculum, beginning in June 2019. According to Greenwich Associates, in 2017 financial services companies spent $1.7 billion on blockchain, with 14% of those surveyed already deploying blockchain solutions. Today there are over 1500 cryptocurrencies, ICOs have raised over $9 billion in 2018, and there are close to 300 cryptocurrency funds. Blockchain and cryptocurrencies are top of mind for regulators, legislators, central banks, the IMF, the World Economic Forum and others.
Find out more »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. 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 moreThe 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 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