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Value Investing Group Meeting

Virtual Only

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.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Financial Issues Forum presents Daniel Schulman on “The Money Kings”

Virtual Only

In The Money Kings, Schulman unspools a sweeping narrative that traces the interconnected origin stories of Goldman Sachs, Kuhn Loeb, Lehman Brothers, J. & W. Seligman & Co. and how they would clash and collaborate with J.P. Morgan, E.H. Harriman, Jay Gould and other famed tycoons of the era.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Virtual Only

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!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

CFA Society New York Book Club:Same as Ever: A Guide to What Never Changes by Morgan Housel

CFA Society New York 1540 Broadway, New York City, NY, United States

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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Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Financial Issues Forum presents Fareed Zakaria, in Conversation with Ian Bremmer, on “Age of Revolutions”

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Join us for an in-person program with Fareed Zakaria, in conversation with Ian Bremmer, on Age of Revolutions: Progress and Backlash from 1600 to the Present: In this major work, Zakaria masterfully investigates the eras and movements that have shaken norms while shaping the modern world.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Alternative Investment Group Meeting

Virtual Only

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.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Emerging and Frontier Markets: Managing Regulatory and Market Pressures

CFA Society New York 1540 Broadway, New York City, NY, United States

Overview Emerging and frontier markets face a raft of risks from rising interest rates, policy changes and capital flows. Hear where value lies in these sectors from some of the best investors how they view those opportunities.  Agenda 5:00 PM | REGISTRATION 5:30 PM | OPENING REMARKS 5:35 PM | [...]

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Conference / Seminar, Global Investing Group, Global Passport, Virtual Events & Programming

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

TBA NY, United States

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming