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June 2019

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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Thursday, June 20 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 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

Independent vs. Wirehouse Event

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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Thursday, July 11 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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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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 [...]

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Thursday, September 5 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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.

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Monday, September 16 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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!

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Thursday, September 26 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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December 2019

Emerging Manager Summit

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Friday, December 6 | 8:00 AM - 5:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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