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August 2019

Aug
13
Tue

Institutional Market Roundtable

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, Institutional Asset Management, Interest Group, Networking Event
Aug
14
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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Free for Members, Interest Group, Interest Group Meetings, Toastmasters
Aug
15
Thu

Data Science for Managers – Applications, Visualization, and Storytelling

This one-day course equips business and finance managers with an overview of key analytical methods and data science tools required to create competitive advantages and solve difficult business problems.

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Other Industry Events
Aug
16
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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Interest Group Meetings, Sustainable Investing
Aug
19
Mon

Value Investing Workshop: Tweedy Browne

Join us for the third lecture as part of the CFANY Value Investing Education Workshop, exploring some of value investing’s most important influencers of the past and present

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Value Investing
Aug
20
Tue

Investment Strategy Roundtable

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, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®
Aug
20
Tue

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.

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Alternative Investments, Committee Meeting, Free for Members, Interest Group, Interest Group Meetings
Aug
21
Wed

The Jungle Grows Back: The Case for American Power

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
Aug
28
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!

Find out more »
Committee Meeting, Interest Group, Interest Group Meetings, Toastmasters
Aug
29
Thu

CFANY Open House: An Evening of Networking and Opportunity

Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.

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Membership Committee

September 2019

Sep
3
Tue

Alternative Investments 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.

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Alternative Investments, Interest Group Meetings
Sep
4
Wed

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.

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Free for Members, Interest Group, Interest Group Meetings, Young Leaders
Sep
5
Thu

Operational Risk Management

Overview This event focuses on the risk management frameworks for financial services companies. The discussion will examine how various large, medium, small and start-up firms identify, measure, monitor, and control risk. Panelist will discuss the multiple layers of risk, regulatory bodies that define risk, and various risk appetite. The importance of risk to [...]

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Business Management
Sep
9
Mon

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

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Committee Meeting, Interest Group, Interest Group Meetings, Veterans
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