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June 2021
Business Management Group Meeting
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
Alternative Investment Group Meeting
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
Panel Moderation Training
Looking to hone your presentation and panel moderation skills? Join CFA Society of New York Young Leaders Group for a training session on how to effectively moderate a panel of speakers, host a fireside chat and lead a small group discussion
Financial & Valuation Modeling Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Infrastructure as an Asset Class in Today’s Environment
Recent dramatic shifts in the investment landscape have defined new necessities for communities and businesses, driving demand for capital in particular infrastructure subsectors. As the pandemic subsides, certain trends such as energy transition, strengthening domestic supply chains, resiliency to climate change, and digitalization will continue to accelerate, even while communities return to normal. Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing.
Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!
Global Policymakers Series (GPS): Second Quarter Summit 2021
The financial consequences of the Great Recession led to historic changes in monetary policy, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful. Such trends demonstrate just how valuable an understanding of global policy, and changes in regulatory standards, is to financial professionals in managing their careers and in offering quality client services. Through GPS, CFA Society New York educates on both fronts, and does so through a lens devoid of any political or ideological noise.
CFA Society New York Book Club: No Filter
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.
Leveraging Sponsorship to Catapult Your Career: a Conversation with Cowen
Tune in to this discussion, led by Cowen, to learn more about how you can leverage sponsorship to build new connections, achieve your career goals, and advance your career. This session will feature CFA charterholders at Cowen discussing the role sponsorship has played in their career paths, with special focus on sponsorship across differences, and how sponsorship can serve as an important inclusion strategy for leaders.
Value Investing Workshop: Behavioral Influences in Investment Decision-Making
Are you facing a challenging decision in your personal or professional life? Join the Value Investing Interest Group for a comprehensive look at the process of human decision-making and learn how to make complex decisions with confidence when you register to participate in this workshop with Cheryl Strauss Einhorn.
July 2021
Fintech Leadership Group Meeting
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
Green Signs: The Impact of New ESG & Climate Reporting Requirements on Investment Product Features
Join CFA Society New York for an in-depth panel discussion about the latest developments and regulatory changes regarding Climate Change and ESG reporting. Learn what impact these developments will have on disclosures of ESG-related features of existing and prospective investment products, and explore new considerations for asset managers in the broader sustainable investing space.
Quantitative Investing Group Meeting
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
Value Investing 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 round-table, the annual Ben Graham conference and the value investing workshop.