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June 2019
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 Keith 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.
2019 Young Leader Summer Social
Overview Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society members at this after-hours reception while enjoying drinks on the roofdeck of Novotel in Times Square. Register early to reserve your spot! Additional Details Features, Benefits, Values Build meaningful [...]
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.
CFANY New Jersey Summer Kickoff Social
Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.
July 2019
Midyear Market Outlook
Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.
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.
2nd Annual Litigation Finance Forum
This event will explore the growing litigation finance market and associated investment opportunities. The discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics.
Alphabet Soup – A Practical Review of the Professional Designations CFA, CAIA, FRM, CFP, CMT
The event will be to highlight the various financial designations: CFA, CAIA, FRM, CFP, CMT to examine both their usefulness and the steps required for attaining them.
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!
August 2019
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
September 2019
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 [...]
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.