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December 2020

Dec
11
Fri

Quantitative Investment 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.

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Group Meeting, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Dec
14
Mon

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.

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Business Management, Committee Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Dec
15
Tue

State of the Industry: CEO Panel

Join us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future.

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Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming
Dec
15
Tue

Investment Strategy Roundtable Group Meeting

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

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Committee Meeting, Free for Members, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Dec
16
Wed

Emerging Managers Summit

This event is for professionals thinking about launching, ready to launch or recently launched a mone ymanagement firm. Panel discussions will be focused on issues that concern anyone starting or running a successful money management firm. Attendees will learn about issues surrounding presentation development, Legal and regulatory, Compliance, Marketing, Capital raising, Administration, and Operations.

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Alternative Investments, Business Management, Virtual Events & Programming
Dec
16
Wed

CFANY Book Club: Against the Gods: The Remarkable Story of Risk

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, Group Meeting, Virtual Events & Programming

January 2021

Jan
6
Wed

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!

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Veterans
Jan
11
Mon

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Veterans, Virtual Events & Programming
Jan
12
Tue

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.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group, Interest Group Meetings, Virtual Events & Programming
Jan
13
Wed

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Jan
13
Wed

Private Wealth Management Group Meeting

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
Jan
14
Thu

2021 Annual Meeting and Volunteer Awards

The Annual Meeting of Members will serve to officially elect candidates to the 2021 Board of Directors and the 2021 Nominations Committee.

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Virtual Events & Programming
Jan
15
Fri

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.

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