Upcoming Events

Loading Events

Events Search and Views Navigation

Notice: Utilizing the form controls will dynamically update the content

January 2020

Jan
30
Thu

Wealth Management for Millennials

Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.

Find out more »
Private Wealth Management, 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.

Find out more »
Alternative Investments

March 2020

Mar
11
Wed

China A-Share Market

Over the past year, the China A-shares equity market has been one of the most active areas for new product launches by asset managers. This has been driven by easier access for foreign investors, along with MSCI quadrupling the weight of these stocks within their widely followed benchmarks.

Find out more »
Mar
26
Thu

Young Leaders Group Career Fair

The Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area.

Find out more »
Young Leaders

April 2020

Apr
16
Thu

A New Frontier in Diversity & Inclusion: Non-target University Graduates Role in Increasing Cognitive Diversity

According to Wall Street Oasis, a college is considered a target when a large number of Wall Street firms conduct on-campus recruiting ("OCR") for "front office" positions. A college's status as a target may vary slightly from industry to industry, firm to firm, and region to region. Ultimately, however, a school's status as a target depends on its relationships with employers and the number of students that get hired each year.

Find out more »
Career Development
Apr
23
Thu

6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future

Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.

Find out more »
Alternative Investments, Fintech Thought Leadership Group
Apr
30
Thu

3rd Annual Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.

Find out more »
Alternative Investments

May 2020

May
11
Mon

CFA Society New York Open House: An Evening of Networking and Opportunity

Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFA Society New York's community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.

Find out more »
Membership Committee

June 2020

Jun
9
Tue

30th Annual High Yield Bond Conference

Day one's High Yield Bond (HYB) "Master Class" focuses on the basic building blocks of high yield investment. On the following day, CFA Society New York’s longest-running conference brings attendees up-to-the-minute on the market outlook and key innovations with the "General Session" of the 30th Annual HYB Conference.

Find out more »
Save the Date
Jun
17
Wed

Ben Graham VII Annual Conference

The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference features panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned, and much more!

Find out more »
Save the Date, Value Investing
Jun
23
Tue

Fourth Annual PE/VC Conference: Perspectives from Allocators and Managers

This conference brings together leading private markets allocators, consultants and fund managers who focus on private equity, private credit, growth equity, and venture capital to learn how they select winners, add value and deliver returns.

Find out more »
Alternative Investments, Fintech Thought Leadership Group

September 2020

Sep
3
Thu

CFA Society New York Open House: An Evening of Networking and Opportunity

Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFA Society New York's community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.

Find out more »
Membership Committee
+ Export Events