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May 2019

May
29
Wed

50- Year Anniversary of the Z score: A Talk by Ed Altman and Investor Panel

Join us in celebrating the 50th Anniversary of the famous and versatile Z score. Its inventor Ed Altman will give an historic backdrop and assessment of its usefulness in today's financial markets.

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Value Investing
May
29
Wed

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!

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Toastmasters
May
30
Thu

Active Quant vs Smart Beta Quant – How different are they?

In recent years a variety of firms have started marketing 100% systematic versions of quant strategies which the industry has termed “smart beta”. How different are these funds from one another and what are the relative benefits/drawbacks of each?  Hear from leading portfolio managers from both sides of the fence to explore this area. 

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Institutional Asset Management

June 2019

Jun
4
Tue

Value Investing Group Meeting

This is the seventh meeting of the informal round-table series where we share and discuss the latest investment ideas.

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Interest Group, Interest Group Meetings, Value Investing
Jun
5
Wed

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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Interest Group Meetings, Performance & Risk Analytics
Jun
6
Thu

Operational Due Diligence Trends and Best Practices

The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.

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Alternative Investments, Business Management
Jun
10
Mon

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

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Committee Meeting, Interest Group, Interest Group Meetings, Veterans
Jun
11
Tue

29th Annual High Yield Bond Conference

Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.

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Jun
11
Tue

Private Wealth Management Group Meeting

The 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.

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Interest Group Meetings, Private Wealth Management
Jun
11
Tue

Institutional Market Roundtable

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. 

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Committee Meeting, Institutional Asset Management, Interest Group, Interest Group Meetings, Networking Event
Jun
12
Wed

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!

Find out more »
Toastmasters
Jun
17
Mon

Business Management Group Meeting

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.

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Business Management, Committee Meeting, Free for Members, Interest Group
Jun
17
Mon

Young Leaders Group Meeting

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 relationships, and cultivate an environment to learn from and work with one another.

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Free for Members, Interest Group, Interest Group Meetings, Young Leaders
Jun
18
Tue

Alternative Investments Group Meeting

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.

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Alternative Investments, Interest Group Meetings
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