Upcoming Events

Loading Events

Events Search and Views Navigation

Notice: Utilizing the form controls will dynamically update the content

July 2019

Jul
22
Mon

Investing in China: Opportunities and Challenges

Join us for our first China Series event, featuring noted Professor Ou-Yang of the Cheung Kong Graduate School of Business (CKGSB). Dr. Hui has also extensive capital markets experience on Wall Street which speans Quantitative, Global Macro, Credit, and Commodities, as well as other key areas.

Find out more »
Global Investing Group
Jul
24
Wed

Summer Social 2019

Meet, network and mingle with more than 350 of your fellow members and charterholders at CFA Society New York’s premier summer networking event! Complimentary top-shelf open bar and hors d’oeuvres will be served in an elegant setting, overlooking Central Park. Join us in celebration of 82 years of excellence and delivering member value—and help us chart a new course for new accomplishments!

Find out more »
Networking Event

August 2019

Aug
6
Tue

Professional Review Day

Join the Career Development Group and CFA Society New York on Tuesday, August 6th for an exclusive opportunity at our Professional Review Day. This day contains three individual elements where each participant is free to register for only the day's elements they're interested in.

Find out more »
Career Development
Aug
19
Mon

Value Investing Workshop: Tweedy Browne

Join us for the third lecture as part of the CFANY Value Investing Education Workshop, exploring some of value investing’s most important influencers of the past and present

Find out more »
Value Investing
Aug
29
Thu

CFANY 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 CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.

Find out more »
Membership Committee

September 2019

Sep
5
Thu

Operational Risk Management

Overview This event focuses on the risk management frameworks for financial services companies. The discussion will examine how various large, medium, small and start-up firms identify, measure, monitor, and control risk. Panelist will discuss the multiple layers of risk, regulatory bodies that define risk, and various risk appetite. The importance of risk to [...]

Find out more »
Business Management
Sep
12
Thu

First Annual Secondaries Outlook

The secondary market began in the 1980’s as a method to provide liquidity to investors in illiquid private equity and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations.

Find out more »
Alternative Investments
Sep
16
Mon

Value Investing Workshop: Advanced Financial Research

This workshop will be exploring methods of conducting advanced financial research and lays out Cheryl Strauss Einhorn's AREA Method and her latest book. The decision-making system Cheryl developed uniquely controls for biases, focuses on the incentives of others and expands knowledge while improving judgment. This can be applied both to investigating complex financial situations as well as investigative journalism.

Find out more »
Value Investing
Sep
19
Thu

Investment Lessons from Poker

Poker and investing: At the core of both activities is the acceptance of financial risk in the pursuit of financial reward. The most successful practitioners of each have foresight, forbearance, and a strong but malleable strategy – as well as, quite often, luck. Of course, the two activities are not indistinguishable.

Find out more »
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!

Find out more »
Private Wealth Management

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. 

Find out more »
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.

Find out more »
Alternative Investments, Private Wealth Management
+ Export Events