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April 2019

Value Investing Group Roundtable

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment pitches, the annual Ben Graham conference and other events.

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Monday, April 1 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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May 2019

Value Investing Workshop: The Mario Gabelli School of Value Investing

Please join us for the third 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. In this lecture/workshop, Jose Garza will be exploring the teachings of Mario Gabelli.

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Wednesday, May 22 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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50- Year Anniversary of the Z score: A Talk by Ed Altman and Investor Panel

Join us in celebrating the 50th Anniversary of the famous and versatile Z score. Its inventor Ed Altman will give an historic backdrop and assessment of its usefulness in today's financial markets.

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Wednesday, May 29 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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June 2019

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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September 2019

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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