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September 2019

Sep
18
Wed

CFANY New Jersey Networking Happy Hour

Mix and mingle with your fellow New Jersey members and Charterholders at this after-hours reception in Jersey City.

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New Jersey Group
Sep
19
Thu

Trading Psychology: Using Self-Awareness to Improve Your Investment Process

If there is one fatal flaw that every investor needs to overcome, it's a poor mindset.  No matter how good their analysis or their framework, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. So how can traders and investors limit their mistakes -- and perhaps take advantage of the psychological errors of others?

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Alternative Investments
Sep
26
Thu

Women & Wealth Discussion with Sallie Krawcheck

CFA Society New York is welcoming Sallie Krawcheck, Founder & CEO of Ellevest, as well as former CEO of Merrill Lynch Wealth Management, to provide a keynote address describing her experience in the finance world!

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Private Wealth Management

October 2019

Oct
1
Tue

Young Leaders Group 2019 Fall Social

Please join the Young Leaders Group for their fall social happy hour on Tuesday October 1. This will be a great opportunity to meet and network with your peers at CFA Society NY in a casual setting. Hope you can join us as we kick off the fall season!

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Young Leaders
Oct
7
Mon

Big Data: Active Equity Managers’ Uses and Misuses

Big data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.

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Oct
10
Thu

4th Annual Multi Family Office Conference

The 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed

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Asset Owner Series
Oct
17
Thu

Private Wealth Managers, Succession Plans: Handing Off the Baton

Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects. 

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Private Wealth Management
Oct
22
Tue

Alternative Investments for Private Wealth Advisors

As often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.

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Alternative Investments, Private Wealth Management

November 2019

Nov
4
Mon

What Investors Need to Know about Audits

Investors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.

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Financial Reporting and Analysis
Nov
6
Wed

5th Annual Thinking Beyond the Transition for Veterans

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Veterans
Nov
13
Wed

2019 Congratulatory Reception

CFA Society New York congratulates all 2019 charter recipients and welcomes them to the Chartered Financial Analysts’ community!

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Nov
14
Thu

ABCs of Sustainable Investing

The session is intended to serve as a primer for financial analysts, researchers, portfolio managers and others on sustainable investing, the current state, drivers, various approaches that are encapsulated by this approach and how to implement these into portfolio management across varying asset classes.

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Sustainable Investing
Nov
15
Fri

6th Annual Sustainable Investing Conference ESG & Financial Materiality

Master the material Environmental, Social, and Governance (ESG) financial factors for analyzing investment opportunities.

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Sustainable Investing
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