Events Search and Views Navigation
January 2020
Wealth Management for Millennials
Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.
February 2020
4th Annual Endowment & Foundation CIO Roundtable
The 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.
Distressed Credit 2020 – Finding Gain in Turmoil and Pain
Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.
March 2020
China A-Share Market
Over the past year, the China A-shares equity market has been one of the most active areas for new product launches by asset managers. This has been driven by easier access for foreign investors, along with MSCI quadrupling the weight of these stocks within their widely followed benchmarks.
24th Annual Insurance Conference
The 24th Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.
Young Leaders Group Career Fair
The Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area.
April 2020
A New Frontier in Diversity & Inclusion: Non-target University Graduates Role in Increasing Cognitive Diversity
According to Wall Street Oasis, a college is considered a target when a large number of Wall Street firms conduct on-campus recruiting ("OCR") for "front office" positions. A college's status as a target may vary slightly from industry to industry, firm to firm, and region to region. Ultimately, however, a school's status as a target depends on its relationships with employers and the number of students that get hired each year.
6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.
3rd Annual Private Credit Outlook
Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.
May 2020
CFA Society New York 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 CFA Society New York's community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.
June 2020
30th Annual High Yield Bond Conference
Day one's High Yield Bond (HYB) "Master Class" focuses on the basic building blocks of high yield investment. On the following day, CFA Society New York’s longest-running conference brings attendees up-to-the-minute on the market outlook and key innovations with the "General Session" of the 30th Annual HYB Conference.
Ben Graham VII Annual Conference
The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The full-day conference features panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned, and much more!
Fourth Annual PE/VC Conference: Perspectives from Allocators and Managers
This conference brings together leading private markets allocators, consultants and fund managers who focus on private equity, private credit, growth equity, and venture capital to learn how they select winners, add value and deliver returns.
September 2020
CFA Society New York 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 CFA Society New York's community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.