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November 2019

Nov
20
Wed

No Average Strategy: Increasing Returns While Managing Risk

Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion. During the session, Dr. Szado, Associate Professor of Finance with the Providence College School of Business, will elaborate on his research, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large.

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Nov
20
Wed

Women & Wealth: Discussion with Barbara Stewart, CFA

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women's financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

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Private Wealth Management
Nov
25
Mon

CFANY Fourth Annual Global Macro Outlook

Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

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Alternative Investments

December 2019

Dec
3
Tue

Society Leadership Networking Reception

CFA Society New York members are invited to join the Board, Society leadership, and members of the Nominations Committee as they introduce the 2019 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees, as well as interact with CFANY staff and representatives of the current Board.

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Dec
4
Wed

2020 Quant Outlook on Value Investing

Overview Co-hosted by Society of Quantitative Analysts and CFA Society New York. Hear from a quant perspective on value investing in 2020 from academics and strategists.  Dr. Baruch Lev will explore Value’s failure and discuss potential enhancements. The panel will take a look forward. Agenda 5:30 PM | COCKTAILS & [...]

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Other Industry Events
Dec
6
Fri

Emerging Manager Summit

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Alternative Investments, Business Management
Dec
9
Mon

Frontier Markets and the BUILD Act

With the passage of the BUILD Act in October 2018, the Overseas Private Investment Corporation (OPIC) will have its investment mandate expanded from $30 billion to $60 billion to invest in private markets in frontier markets of the developing world.

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Global Investing Group
Dec
12
Thu

Dancing Elephants: Can China and the U.S. Create Long-Term Global Stability?

Our modern global economy has grown and been driven by a strategic understanding between the United States and China. The latter now challenges the former for regional hegemony and global influence.

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Global Investing Group
Dec
16
Mon

The Search for Returns: Niche Investment Strategies

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/ trends and are often private and relatively illiquid.

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Alternative Investments

January 2020

Jan
15
Wed

2020 Annual Meeting

The annual meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee.

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Membership Committee
Jan
16
Thu

Data Science in Finance: From Theory to Practice

Overview Hear from academics and practitioners on how data science techniques can be used in your investment process. Topics include: using machine learning for stock selection and for risk forecasting, machine learning explainability, predicting returns using textual analysis of news articles, measuring the state of the economy by analyzing business news, using loan [...]

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Jan
30
Thu

How Millennials Should Choose a Financial Advisor

Continuing our success with Alpha in the Millennial Era in January 2019, the Young Leaders Group and potentially the PWM would like to host an event geared towards helping our generation make one of the most important decisions of their financial lives, choosing the right advisor.

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Young Leaders

February 2020

Feb
13
Thu

Distressed Credit 2020 – Finding Gain in Turmoil and Pain

Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.

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Alternative Investments
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