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December 2018
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. 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 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 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 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 moreJanuary 2019
Young Leaders Group Meeting Monday, January 7, 2019 Register for Meeting Young Leaders Group 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 [...]
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 moreNew Year Market Outlook Wednesday, January 9 | 6:00 - 8:30 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $30 Nonmembers: $70 Register to Attend This event is a chance to hear a panel [...]
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 moreAlpha in the Millennial Era: 2019 Outlook Tuesday, January 15 | 6:30 - 8:30 PM Followed by a Catered Networking Reception Become a Member Young Leaders Group REGISTRATION & FEES TO ATTEND Members: $30 Nonmembers: $70 Register to Attend LIVESTREAM Free Members Only Register [...]
Find out moreThe annual meeting of members will serve to officially elect candidates to the 2018 Board of Directors and confirm appointees to the Nominations Committee.
Find out moreEvening will consist of: (1) Recap of 2018 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2018 Kick Off Party.
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 moreValue Investing Education Workshop Tuesday, January 22 | 6:00 - 8:00 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $25 Nonmembers: $115 Register to Attend LIVESTREAM Free Members Only Register for Livestream [...]
Find out moreAmerican Gas Association Luncheon Presentation - An American Gas Association Sponsored Event - Wednesday, January 23 Register to Attend Speakers Dave McCurdy President & CEO, American Gas Association James Torgerson, Chief Executive Officer, AVANGRID Inc., and 2019 Chair, American Gas Association The American Gas Association, founded in 1918, represents more than [...]
Find out moreData Science is blossoming in the financial industry and literature. More and more financial firms are introducing machine learning systems to forecast markets and trade. Academics are astounded by “unprecedented out-of-sample return prediction” ability of ML and are setting а “new standard for accuracy in measuring risk premia.” They find that “in designing and pricing securities, constructing portfolios, and risk management… deep learning can detect and exploit interactions in the data that are, at least currently, invisible to any existing financial economic theory.” At the same time, “rapid empirical success in this field currently outstrips mathematical understanding.” Join us to learn from leading academics and practitioners about Data Science applications in finance and to understand what’s behind these techniques and why they work so well.
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