Events for February 1, 2023 - Monday, November 21

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Young Leaders Group L2 Networking Session

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

Please join the Young Leaders Group to help all New York area candidates who took the Level II exam celebrate! Pizza, sodas and networking will all be available.

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Conference / Seminar, Networking Event, Virtual Events & Programming, Young Leaders

Performance & Risk Analytics Group Meeting

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

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

Institutional Asset Management Group Meeting

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

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

Career Development Group Meeting

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

The Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry.

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Career Development, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, 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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SuperReturn Energy

The Westin New York Times Square NY

SuperReturn Energy is the #1 meeting place to connect with senior private equity professionals specialized in energy. Join 100+ energy investors, including founders & CEOs, managing directors, heads of natural resources and energy investments.

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Conference, Conference / Seminar, Networking Event, Other Industry Event, Other Industry Events, Virtual Events & Programming

SuperReturn Private Credit US

The Westin New York Times Square NY

SuperReturn Private Credit US, is moving to New York this year and will bring together influential LPs, GPs and senior decision makers to share the latest market intelligence and build strong relationships.

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Conference / Seminar, Other Industry Event, Other Industry Events, Virtual Events & Programming

SuperReturn North America

The Westin New York Times Square NY

SuperReturn North America, the flagship conference, is moving to New York this year and will bring together influential LPs and GPs to build strong relationships, make valuable new contacts and share the latest market intelligence.

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Conference, Conference / Seminar, Networking Event, Other Industry Event, Other Industry Events, Virtual Events & Programming

Excel Visual Basic (VBA) for Finance – Wall Street Prep

Virtual Only

This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting.

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

Financial Reporting and Analysis Group Meeting

Virtual Only

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

Introduction to Business Analytics & Visualization with Power BI – Cognitir

Virtual Only

In this workshop participants will learn how to execute key business intelligence and visualization tasks via Microsoft’s Power BI software. Power BI is a software solution that Gartner's Magic Quadrant has highlighted as a leader in analytics and business intelligence platforms for the last twelve years.

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

Quantitative Investing Group Meeting

Virtual Only

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

Business Management Group Meeting

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

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, Group Meeting, Interest Group Meetings, Virtual Events & Programming