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January 2019

The Inaugural CFANY New Jersey Social

Celebrate the start of 2019 with a networking social in Summit, NJ. Meet and mingle with other CFANY New Jerseyans, while enjoying a drink and light refreshments. Space is limited, so register early to reserve your spot...

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Tuesday, January 29 | 6:00 PM - 8:00 PM
The Huntley Taverne 3 Morris Avenue
Summit, NJ 07901 United States
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February 2019

Current Trends in Compensation and Talent Management for the Asset Management Industry

This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture, diversity, and inclusion is to the mandate of institutional investors.

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Thursday, February 7 | 5:30 PM - 8:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

Women & Wealth – Fireside Chat between Carla Harris and Denise Shull

The first in a continuing series entitled “Women & Wealth,” where we welcome successful women from across the finance industry to share their unique experience and perspective. As Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, Carla Harris has built a reputation as a popular public speaker who gives impactful career guidance to corporate audiences. She will be joined by Denise Shull, MA, who leverages her training in psychological science to solve the challenges of mental mistakes, confidence crises, and slumps in Olympic athletes, Wall Street traders, and corporate warriors.

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

Young Professional Brainstorming Session

The Young Leaders Group is hosting a collaborative brainstorming session, designed to develop innovative ideas that CFANY can pursue for the benefit of your career. Enjoy some pizza and beer on us, and let's have a productive evening of idea generation!

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Thursday, February 28 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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March 2019

What’s New in Financial Reporting in 2018

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.

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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

The U.S. equity markets are the most liquid and efficient in the world, and are continually evolving in response to forces of technology and competition. As technology and competitive practices evolve, so must the regulatory framework in which business is conducted. It is imperative that our regulations continue to drive efficiency, integrity, and resilience. Please join us to hear from top officials at the U.S. Department of the Treasury and the U.S. Securities and Exchange Commission as they discuss the regulatory agenda for equity market structure in 2019.

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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

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 | 8:00 AM - 11:30 AM

A Conversation with Ted Seides

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, his bet with Warren Buffett, and much more.

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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

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

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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CFA Young Leaders Group Spring Social

Please join the Young Leaders Group for a great opportunity to meet and network with your peers at CFA Society NY in a casual setting.

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Wednesday, March 20 | 6:30 PM - 8:30 PM
Tavern29 47 E 29th Street
New York, New York 10016
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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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