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March 2019

Mar
12
Tue

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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Other Industry Events, Value Investing
Mar
14
Thu

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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Asset Owner Series
Mar
20
Wed

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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Value Investing
Mar
20
Wed

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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Young Leaders
Mar
21
Thu

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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Business Management, Career Development
Mar
28
Thu

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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Alternative Investments, Institutional Asset Management

April 2019

Apr
4
Thu

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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Business Management, Veterans
Apr
11
Thu

CFANY 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 CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.

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Membership Committee
Apr
25
Thu

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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Alternative Investments, NYSSA Investment Strategy Roundtable®

May 2019

May
9
Thu

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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Alternative Investments, Young Leaders
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