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January 2020

Jan
27
Mon

Fintech Leadership Group Meeting

The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Interest Group, Interest Group Meetings
Jan
30
Thu

Wealth Management for Millennials

Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.

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Private Wealth Management, Young Leaders

February 2020

Feb
5
Wed

Social Value Investing with Howard W. Buffett and Matthew Bishop

Social Value Investing presents a new way to approach some of society’s most difficult and intractable challenges.

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Other Industry Events, Value Investing
Feb
5
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 Meetings, Toastmasters
Feb
5
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
Feb
10
Mon

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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Committee Meeting, Interest Group, Interest Group Meetings, Young Leaders
Feb
11
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.

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Committee Meeting, Interest Group, Interest Group Meetings, Private Wealth Management
Feb
11
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
Feb
12
Wed

CFANY Book Club: EuroTragedy: A Drama in Nine Acts

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
Feb
12
Wed

Financial Reporting & Analysis Group Meeting

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. Its primary mission is to keep CFA Society New York members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters).

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Financial Reporting and Analysis, Interest Group, Interest Group Meetings
Feb
13
Thu

Distressed Credit 2020 – Finding Gain in Turmoil and Pain

Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.

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Alternative Investments
Feb
18
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
Feb
18
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®
Feb
18
Tue

The Need for Non-Consensus Investing with Rupal Bhansali

Through a series of counterintuitive concepts and contemporary case studies based on her firsthand experience of investing in 50 markets around the globe, Rupal Bhansali describes in her new book, The Need for Non-Consensus Investing, how to perform differentiated fundamental research to uncover mispriced stocks. Bhansali candidly shares her failures and mistakes as well as her successes and triumphs.

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Other Industry Events, Value Investing
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