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March 2019

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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Monday, March 11 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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The speakers will explore different investment strategies to benefit in times of jumps in volatility or the lack thereof. The speakers/panelists will have the experience to share from running these strategies in the past and how they think they may be employed in the future.

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Tuesday, March 12 | 8:00 AM - 11:30 AM

A Conversation with Ted Seides

Ted Seides, founder of Capital Allocators, LLC, and host of the Capital Allocators podcast, will discuss lessons learned from the podcast about how institutional investors allocate capital and time, his career path, his bet with Warren Buffett, and much more.

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Tuesday, March 12 | 6:00 PM - 8:00 PM
The University Club 1 West 54th Street
New York City, NY United States
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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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Wednesday, March 13 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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.

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Wednesday, March 13 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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3rd Annual Institutional Investment Consulting Roundtable

The third annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments, and wealthy families looking for help with managing their money, or the money in their employees’ retirement funds.

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Thursday, March 14 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

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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Friday, March 15 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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The 23rd Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.

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Monday, March 18 - Tuesday, March 19

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. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. 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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Monday, March 18 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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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Tuesday, March 19 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

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Tuesday, March 19 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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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Wednesday, March 20 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Value Investing Workshop: Templeton School of Value Investing

Please join us for the second lecture as part of the CFANY Value Investing Group Education Workshop, exploring some of value investing's most important influencers of the past and present.

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Wednesday, March 20 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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CFA Young Leaders Group Spring Social

Please join the Young Leaders Group for a great opportunity to meet and network with your peers at CFA Society NY in a casual setting.

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Wednesday, March 20 | 6:30 PM - 8:30 PM
Tavern29 47 E 29th Street
New York, New York 10016
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2019 Financial Services Professional Employment Outlook

This event will cover the current hiring environment across a broad range of financial service practice areas as the first quarter of 2019 concludes. The event aims to cover the perspective of the employer in regards to the hiring environment across the following practice areas: Asset Management Investment Banking Private Equity/Venture Capital/Family Office Brokerage Sales/Trading Financial Services Technology Commercial Banking.

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Thursday, March 21 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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