Events Search and Views Navigation
September 2019
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.
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?
2nd Annual Climate and ESG Asset Owner Summit
The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally. Asset owners around the world were early adopters of sustainable...
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!
October 2019
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!
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.
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
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.
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.
CFANY Annual Dinner 2019
CFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.
November 2019
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.
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.
2019 Congratulatory Reception
CFA Society New York congratulates all 2019 charter recipients and welcomes them to the Chartered Financial Analysts’ community!
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.
6th Annual Sustainable Investing Conference ESG & Financial Materiality
Master the material Environmental, Social, and Governance (ESG) financial factors for analyzing investment opportunities.