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October 2018
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.
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 moreMultiemployer Pension plans, which are operated by groups of companies together with officials of a union that represents their workers, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades, where the workers move from job to job, taking their benefits with them. The trucking, retail and mining industries also have many multiemployer plans. The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1,400 multiemployer defined benefit pension plans in the US. While the financial crisis greatly impacted the funded status of these plans, they have recovered significantly since 2009. The conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets, but also the low interest rate environment.
Find out more2018 Annual Dinner – Asset Owner Perspectives
CFA Society New York’s Annual Dinner is a unique oportunity to network, socialize, and glean valuable industry knowledge amongst peers and advanced practitioners in the financial service and investment management industries. Join us in attendance, alongside CFA charterholders and thought leaders from around the world, as we commemorate CFA Society New York’s 81st anniversary year.
Find out more »November 2018
4th Annual Thinking Beyond the Transition for Veterans Thursday, Nov. 1, 2018 | 6:00 pm -9:00pm Become a Member Veterans Roundtable Veterans & Military Personnel Registration for veterans & military personnel is free by submitting the "COMPLIMENTARY ADMISSION" form, with proof, below. Complimentary Admission [...]
Find out moreTaking place in tandem with the CFA Institute’s Equity Research and Valuation Conference, innovators, investment practitioners, academics and other experts will present and discuss their research and ideas as we take a look into the future of the investment industry.
Find out moreVeterans Roundtable Meeting Monday, November 5 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 moreCFA Institute Conference: Equity Research and Valuation 2018 Sheraton New York Times Square Hotel Register to attend CFANY members can use the discount code NYEQ-18 for a US$100 discount. About This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, [...]
Find out moreThis event will focus on the risk management frameworks for financial services companies. There are multiple layers of risk, several regulatory bodies that define risk, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify, measure, monitor, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own. This event will help members and others gain insight into how different firms define risk and how they go about managing it as part of their day-to-day business. The audience should walk away with an understanding of how/when risk appetite statements are developed, examples of how control environments are managed, what/what kind of Key Risk Indicators are used to monitor risk, and the purpose/importance of risk assessments.
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 moreOur panel will discuss the questions on China that are top-of-mind for investors around the world. China is perhaps the most important variable in global trade, economic growth, and the capital markets. We will explore China’s aspirations to be a First World nation, its secular shift into higher-margin businesses, and to a consumer-led economy. We will posit and discuss scenarios for varying levels of China’s success, and ramifications for investors of all sizes and geographies.
Find out moreBlockchain, alternative data, automation through standards, legislative and regulatory changes. These are all trends and developments affecting the capital markets today. Data factors into all of these areas and is driving the financial systems of tomorrow. This half-day forum provides practical information on today’s data ecosystem, how you can leverage it, and where it’s going in the future.
Find out moreCFA Society New York congratulates all 2018 charter recipients and welcomes them to the Chartered Financial Analysts’ community! Now reward yourself and join us for the 2018 Congratulatory Reception!
Find out moreCFA Society of New York will be hosting a program in the fall of 2018 discussing the interaction of passive investing and corporate governance. Increasingly companies, especially those considered high tech, are limiting governance rights of shareholders purchasing shares after the company has become public. Corporate management is attempting to both take advantage of public market capital and liquidity while keeping tight control over the company’s governance. This especially leaves passive index-oriented investors in a bind: is it appropriate to invest in companies where most shareholders have at best limited governance rights?
Find out moreHarvest Risk Premia in Equity and Bond Markets November 12-14, 2018 Yale School of Management, Evans Hall, 165 Whitney Ave, New Haven, CT 06511 From the "Select registrant type" dropdown, choose the "CFA Society New York Member Rate" option to receive the discount. Register to Attend - 20% Discount to CFANY [...]
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