Upcoming Events

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Business Management Group Meeting

Virtual Only

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

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate Pensions

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

The losses suffered in equities and fixed income this year and the rise in interest rates is likely to affect pension funding and costs.  Our program will provide an overview of changes in investment returns and costs that have occurred this year and assess how they will influence changes that companies are likely to make to their key pension assumptions, which in turn will impact future pension and benefits costs.

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Financial Reporting and Analysis, Global Passport

Alternative Investment Group Meeting

Virtual Only

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

Digital Finance: The impact of Technology on all aspects of Asset Management

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

Please join us for a moderated discussion about Digital Transformation, which has the potential to impact the end-to-end functions of investment management firms. We will discuss topics including but not limited to client distribution, investment strategy, and infrastructure & operations.

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Business Management, Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

American Gas Association Presentation

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

The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 76 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 72 million customers — receive their gas from AGA members. Today, natural gas meets more than thirty percent of the United States’ energy needs.

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Alternative Investments, Other Industry Events

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 Meetings, Sustainable Investing, Virtual Events & Programming

9th Annual Sustainable Investing Conference – “ESG Now & Beyond”

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

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

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Conference / Seminar, Global Passport, Sustainable Investing, 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 Meetings, Private Wealth Management, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

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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Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

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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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Value Investing, 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

Investment Strategy Roundtable

Virtual Only

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 Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Was CECL Worth It?

Virtual Only

This program will explore through the perspective of a user, a preparer, and a standard-setter whether the new Current Expected Credit Loss (CECL) accounting rule that replaced the incurred loss method (ILM) was worth the cost of implementation. The objective behind CECL was to make the accounting for credit losses more proactive than it was on the eve of the global financial crisis under ILM where banks were limited to providing only for losses that were estimable and probable.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming

Business Management Group Meeting

Virtual Only

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.

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