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September 2020

Sep
14
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, Interest Group, Interest Group Meetings, Veterans
Sep
15
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, Committee Meeting, Free for Members, Interest Group, Interest Group Meetings
Sep
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®
Sep
16
Wed

Become a Society Leader: Board, Committees, Interest Groups

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFA Society New York, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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Conference / Seminar, Virtual Events & Programming
Sep
16
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, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Sep
16
Wed

Value Investing Roundtable

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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Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming
Sep
17
Thu

Fifth Annual Global Macro Outlook

Macroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming
Sep
17
Thu

Day in the Life Career Event Series: Corporate & Investment Banking

Day in the Life’ presentation on experiences of landing at the firm, details about current roles and opportunities for advancement

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Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Sep
18
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
Sep
22
Tue

Epidemiology of Volatility Transmission and Regime Change Risk Models

Most investment and risk models have difficulty reflecting regime changes characterized by market turbulence where asset prices behave in an uncharacteristic fashion, given their historical pattern of behavior. This presentation will demonstrate how Machine Learning uncovers subtle insights about correlated sources of risk that may not be detected by off-the-shelf risk models or fundamental portfolio and security analysis.

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Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming
Sep
22
Tue

Four Keys to Advance Your Career

Fireside chat by Roben Graziadei, MA, Kaplan’s expert on career advancement and author of “Instinctology – A Leadership Method to Turn Gut Instincts Into Concrete Action”. It will be a discussion of her four essential points for career advancement and an event with breakout rooms for deeper topic discussion.

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Career Development, Group Meeting, Virtual Events & Programming
Sep
23
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, Interest Group, Interest Group Meetings, Toastmasters
Sep
25
Fri

Sustainable Investing: A Path to a New Horizon

This event will be a presentation and a discussion of a number of new essays about the latest trends and developments in the maturing area of Sustainable Investing and ESG Integration

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Sustainable Investing, Virtual Events & Programming
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