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February 2019

Second Moody’s Investors Service Credit Outlook Summit

Moody’s Investors Service Chief Investment Officer Credit Outlook Summit features three Chief Investment Officer panelists from leading asset management companies across two panels. The first panel is moderated by Mike Rowan, CFA (Global Head of Public, Project and Infrastructure Finance, Moody’s Investors Service), and focuses on “Big Picture” themes that will shape global credit markets in 2019 and beyond. The second panel is moderated by Marc R. Pinto, CFA (Head of Americas Insurance and Global Managed Investments, Moody’s Investors Service), and focuses on the panelists’ outlook for defaults, credit spreads, and sector underperformance / overperformance.

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Tuesday, February 26 | 5:30 PM - 8:30 PM
Moody’s Investors Service 7 World Trade Center, 250 Greenwich St
New York, NY 10007 United States

March 2019

What’s New in Financial Reporting in 2018

Overview This program will give you a concise update on new developments in financial reporting taking effect with 2018 financial statements. Topics covered will include developments in lease reporting and other important topics. The program will include speakers from the FASB, leading accounting analysts and auditing firms. These program is designed as a [...]

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Wednesday, March 6 | 1:00 PM - 3:00 PM

The Great Separation: Is Now the Time to Embrace Long/Short Equity?

A rising tide has lifted all boats the past nine years due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however, the tides are shifting and we may soon find out who has been swimming naked.

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Thursday, March 7 | 5:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

U.S. Equity Markets: Looking Back and Moving Forward

Agenda 8:30 AM | ATTENDEE REGISTRATION OPENING REMARKS Donna Rapaccioli, Dean, Gabelli School of Business REMARKS Craig Phillips, Counselor to the Secratary, U.S. Department of the Treasury KEYNOTE ADDRESS Jay Clayton, Chairman, U.S. Securities and Exchange Commission REMARKS Brett Redfearn, Director of Trading and Markets, U.S. Securities and Exchange Commission Q & A [...]

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Friday, March 8 | 8:30 AM - 11:00 AM
Fordham University’s McNally Amphitheater 140 West 62nd Street
New York, NY United States
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The Return of Volatility

The speakers will explore different investment strategies to benefit in times of jumps in volatility or the lack thereof. The speakers/panelists will have the experience to share from running these strategies in the past and how they think they may be employed in the future.

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Tuesday, March 12 | 8:30 AM - 10:30 AM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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A Conversation with Ted Seides

Overview Ted Seides, founder of Capital Allocators, LLC, and host of the Capital Allocators podcast, will discuss lessons learned from the podcast about how institutional investors allocate capital and time, his career path (starting with his work in the Yale Investment Office under David Swensen), his bet with Warren Buffett, and much more. He will [...]

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Tuesday, March 12 | 6:00 PM - 8:00 PM
The University Club 1 West 54th Street
New York City, NY United States
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3rd Annual Institutional Investment Consulting Roundtable

The third annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments, and wealthy families looking for help with managing their money, or the money in their employees’ retirement funds.

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Thursday, March 14 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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23rd Annual Insurance Conference

The 23rd 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.

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Monday, March 18 - Tuesday, March 19
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

Value Investing Workshop: Templeton School of Value Investing

Please join us for the second lecture as part of the CFANY Value Investing Group Education Workshop, exploring some of value investing's most important influencers of the past and present.

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Wednesday, March 20 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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2019 Financial Services Professional Employment Outlook

This event will cover the current hiring environment across a broad range of financial service practice areas as the first quarter of 2019 concludes. The event aims to cover the perspective of the employer in regards to the hiring environment across the following practice areas: Asset Management Investment Banking Private Equity/Venture Capital/Family Office Brokerage Sales/Trading Financial Services Technology Commercial Banking.

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Thursday, March 21 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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.

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Thursday, March 28 | 4:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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April 2019

CFANY Cyber Security Forum

Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them, plus gain an extensive understanding of the wide range of existing threats within the growing global financial industry.

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Thursday, April 4 | 6:30 PM - 8:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Emerging Markets Discussion

This will be a targeted asset class-focused panel discussion focused on emerging markets, designed to drill down into nuanced investment issues and opportunities.

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Tuesday, April 9 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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5th Annual Real Estate Outlook: Opportunity Zones

As investment cap rates are hovering around record lows in the urban cores, especially in the cities along the coasts, the timing of the Opportunity Zone program—designed to encourage investments in often overlooked areas and “flyover cities”—could not have been more appropriate. Since its passage in late 2017, the program has received significant attention from investors, developers, money managers, city officials and urban planners nationwide.

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Thursday, April 25 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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May 2019

Cannabis Investments: Myths, Regulation, and Opportunities

With this event, we bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.

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Thursday, May 9 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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June 2019

Operational Due Diligence Trends and Best Practices

The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.

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Thursday, June 6 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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29th Annual High Yield Bond Conference

Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.

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Tuesday, June 11 - Wednesday, June 12
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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.

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Wednesday, June 19 | 8:00 AM - 7:00 PM
Fordham University – Law School Building 150 W. 62nd St.
New York, NY 10023 United States
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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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Tuesday, June 25 | 1:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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July 2019

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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Thursday, July 25 | 6:00 PM - 9:00 PM
Ascent Lounge 10 Columbus Circle
New York City, 10019 United States
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