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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

3rd Annual Green Bonds Conference

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

Since CFANY’s last Green Bond event in 2018, the market has exploded. NASDAQ counts over 14,000 at the end of 2022. Attendees to this year’s event will learn: How data on these bonds has improved and what is left to be done...

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

Financial Reporting and Analysis Group Meeting

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

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Committee Meeting, Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

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

Private Wealth Management Group Meeting

Virtual Only

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Insurance Industry Modeling Boot Camp – Wall Street Prep

Virtual Only

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.

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

Investment Strategy Roundtable

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

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

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

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

6th Annual Single Family Office Conference

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

The 6th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single-family offices. Single family offices are by definition running one family’s capital.

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AOS Original, Conference / Seminar, Virtual Events & Programming

Sustainable Investing Group Meeting

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

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.

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

The ABC’s of Networking

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

The event will be focused on panelists offering networking advice and tips, insight on how networking helped progress their careers, how to build and maintain professional relationships, and how to network within your firm and in social events.

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Career Development, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

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

Value Investing Group Meeting

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

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

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

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