Events Search and Views Navigation
April 2019
5th Annual Real Estate Outlook: Opportunity Zones
As investment cap rates are hovering around record lows in the urban cores, especially in the cities along the coasts, the timing of the Opportunity Zone program—designed to encourage investments in often overlooked areas and “flyover cities”—could not have been more appropriate. Since its passage in late 2017, the program has received significant attention from investors, developers, money managers, city officials and urban planners nationwide.
May 2019
4th Annual Single Family Office
A high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. The panel will provide a rare glimpse at the allocators, their methodologies, investments and market views.
Cannabis Investments: Myths, Regulation, and Opportunities
With this event, we bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.
Value Investing Workshop: The Mario Gabelli School of Value Investing
Please join us for the third lecture as part of the CFANY Value Investing Group Education Workshop, exploring some of value investing’s most important influencers of the past and present. In this lecture/workshop, Jose Garza will be exploring the teachings of Mario Gabelli.
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.
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.
June 2019
Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability.
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.
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.
Ben Graham VI Annual Conference
The Ben Graham VI Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. This full-day conference features panels on the current state of value investing, and a diverse slate of first-rate speakers, drawn from prominent asset management organizations, plan sponsors, and from across academia.
Family Wealth Dynamics
Tom McCullough and Ken Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth..
CFANY Book Club: The Future is Asian; Global Order in the Twenty-first Century
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
3rd Annual PE/VC Conference
This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.
July 2019
Independent & Wirehouse Business Models
The wealth management ecosystem has evolved over the past decade, offering an assortment of different business model platforms for private wealth advisors. These include traditional wirehouses and independent broker-dealers, to independent RIAs, as well as the RIA aggregator and network platforms to support them. With the rules of engagement set in a balanced manner, CFA Society New York is hosting this event as a neutral arena for discussion. Private Wealth practitioners can gain a better understanding of the debate and join in the conversation.