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June 2019

Jun
20
Thu

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..

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Private Wealth Management
Jun
20
Thu

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.

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Book Club & Author Series
Jun
20
Thu

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 [...]

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Young Leaders
Jun
25
Tue

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.

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Alternative Investments, Fintech Thought Leadership Group
Jun
27
Thu

CFANY New Jersey Summer Kickoff Social

Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.

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Networking Event, New Jersey Group

July 2019

Jul
9
Tue

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.

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Institutional Asset Management
Jul
11
Thu

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.

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Private Wealth Management
Jul
15
Mon

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.

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Alternative Investments
Jul
18
Thu

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.

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Career Development
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!

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Networking Event

August 2019

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

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Value Investing

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 [...]

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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.

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Alternative Investments
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