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April 2020
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.
Young Leaders Group Meeting
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
Cyber Security Forum 2020
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. Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry.
[Webinar] Introduction to Python for Business and Finance
This one-day, hands on, webinar-based introductory course teaches participants foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks.
Veterans Roundtable Group Meeting
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
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. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.
Institutional Asset Management Group Meeting
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.
CFANY Book Club: Zero to One: Notes on Startups, or How to Build the Future
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.
[CFA Boston] Is Quant Fundamentally Flawed?
A free webinar from CFA Society Boston featuring Richard Michaud, PhD, and David Esch, PhD of New Frontier Advisors.
Sustainable Investing Group Meeting
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.
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.
May 2020
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.
Veterans Roundtable Group Meeting
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Institutional Asset Management Group Meeting
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.