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November 2019

Nov
4
Mon

What Investors Need to Know About Audits

Investors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.

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Financial Reporting and Analysis
Nov
4
Mon

Young Leader 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
Nov
6
Wed

5th Annual Thinking Beyond the Transition for Veterans

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Veterans
Nov
11
Mon

‘In Money We Trust?’ Film Screening and Conversation with Steve Forbes and Elizabeth Ames

In Money We Trust? is an illuminating one-hour public television documentary that answers the question, “what is money?” In a narrative that begins in ancient times and takes us to the present day, the film explains how, 2,500 years ago, the invention of money provided a shared measure of value that facilitated trade and cooperation between strangers.

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Other Industry Events, Value Investing
Nov
12
Tue

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

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Interest Group Meetings, Private Wealth Management
Nov
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, Institutional Asset Management, Interest Group, Interest Group Meetings, Networking Event
Nov
13
Wed

Introduction to Python for Business and Finance

Save the Date! Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

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Other Industry Events
Nov
13
Wed

2019 Congratulatory Reception

CFA Society New York congratulates all 2019 charter recipients and welcomes them to the Chartered Financial Analysts’ community!

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Nov
13
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
Nov
14
Thu

ABCs of Sustainable Investing

The session is intended to serve as a primer for financial analysts, researchers, portfolio managers and others on sustainable investing, the current state, drivers, various approaches that are encapsulated by this approach and how to implement these into portfolio management across varying asset classes.

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Sustainable Investing
Nov
15
Fri

6th Annual Sustainable Investing Conference ESG & Financial Materiality

Master the material Environmental, Social, and Governance (ESG) financial factors for analyzing investment opportunities.

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Sustainable Investing
Nov
18
Mon

4th Annual Performance and Risk Forum

This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics
Nov
18
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, Free for Members, Interest Group Meetings
Nov
19
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®
Nov
19
Tue

Fall 2019 Employment Outlook

Join the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow.

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Career Development
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