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October 2019

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
21
Mon

Value Investing Workshop: The Art of Short Selling

Please join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.

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Alternative Investments, Value Investing
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
Nov
18
Mon

4th Annual Performance and Risk Forum

Overview The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. [...]

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Performance & Risk Analytics
Nov
19
Tue

Fall 2019 Employment Outlook

Join the career development group for an end of year review of the employment picture in the area's financial services industry.  The event will have a keynote speaker to speak to aspects of the current hiring environment and constructive advice for job seekers.  This will be followed by a moderated panel of hiring managers and recruiters across multiple practice areas in financial services. 

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Career Development
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

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