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February 2020

Feb
21
Fri

Sustainable Investing Group Meeting

The 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.

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Interest Group Meetings, Sustainable Investing
Feb
24
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. 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, Interest Group, Interest Group Meetings
Feb
24
Mon

Fintech Leadership Group Meeting

The mission of the Fintech Thought 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.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Interest Group, Interest Group Meetings
Feb
25
Tue

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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Committee Meeting, Free for Members, Interest Group Meetings, Toastmasters
Feb
26
Wed

Career Development Group Meeting

The Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Through events such as investment professional employment outlook conferences, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry.

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Career Development, Free for Members, Interest Group, Interest Group Meetings

March 2020

Mar
2
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.

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Committee Meeting, Interest Group, Interest Group Meetings, Veterans
Mar
2
Mon

Value Investing Roundtable

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Interest Group, Interest Group Meetings, Value Investing
Mar
4
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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Committee Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics
Mar
10
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.

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Committee Meeting, Interest Group, Interest Group Meetings, Private Wealth Management
Mar
10
Tue

Institutional Asset Management Group Meeting

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
Mar
16
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. 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 more »
Business Management, Committee Meeting, Interest Group, Interest Group Meetings
Mar
16
Mon

Fintech Leadership Group Meeting

The mission of the Fintech Thought 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 more »
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Interest Group, Interest Group Meetings
Mar
17
Tue

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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Committee Meeting, Interest Group, Interest Group Meetings, Young Leaders
Mar
20
Fri

Sustainable Investing Group Meeting

The 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 more »
Interest Group Meetings, Sustainable Investing
Mar
24
Tue

Alternative Investment 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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