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In this introductory training, participants will build a core foundation in the Python programming language and how to use it for various projects. This is a hands-on course where attendees will be in development environments used by practioners and actively programming. The course concludes with a hands-on project that cohesively ties together all the covered concepts.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
Join CFA Society New York for a can’t-miss discussion centering the investing tools and practices asset owners use to stay ahead of global trends, on which Rich Nuzum, CFA, Mercer's Global President of Investments & Retirement will be interviewed by Duncan Bonfield, Chief Executive, International Forum of Sovereign Wealth Funds. This presentation will explore the role consultants are playing in the changing global market environment.
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.
Introduction to High Yield - This program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis.
31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations.
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.
This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.
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.
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!
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.
This year's Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more! A diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational events.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.