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June 2019

Jun
17
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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Free for Members, Interest Group, Interest Group Meetings, Young Leaders
Jun
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
Jun
18
Tue

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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Committee Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®
Jun
20
Thu

Family Wealth Dynamics

Tom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth..

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Private Wealth Management
Jun
20
Thu

CFANY Book Club: The Future is Asian; Global Order in the Twenty-first Century

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
Jun
20
Thu

2019 Young Leader Summer Social

SOLD OUT Registration Closed | No Walk-Ins Young Leaders Summer Social has reached capacity, and registration is now closed. No walk-ins will be admitted. We apologize for any inconvenience. Overview Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society [...]

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Young Leaders
Jun
21
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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Interest Group Meetings, Sustainable Investing
Jun
25
Tue

3rd Annual PE/VC Conference

This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.

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Alternative Investments, Fintech Thought Leadership Group
Jun
26
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
Jun
27
Thu

CFANY New Jersey Summer Kickoff Social

Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.

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Networking Event, New Jersey Group

July 2019

Jul
8
Mon

Current Expected Credit Loss (CECL) reporting: What will its effect be?

The new GAAP standard for determining credit losses will be taking effect January 1, 2020 for major financial institutions and other credit investors. This CECL model is expected to have significant impacts on banks and other financial institutions loss recognition, income and net worth. This program will explain what this is all about, how it will impact entities effected by this change and how you can better understand its impact.

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Financial Reporting and Analysis
Jul
9
Tue

Midyear Market Outlook

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.

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Institutional Asset Management
Jul
10
Wed

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. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

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Committee Meeting, Interest Group, Interest Group Meetings, Veterans
Jul
11
Thu

Independent & Wirehouse Business Models

The wealth management ecosystem has evolved over the past decade, offering an assortment of different business model platforms for private wealth advisors.  These include traditional wirehouses and independent broker-dealers, to independent RIAs, as well as the RIA aggregator and network platforms to support them.  With the rules of engagement set in a balanced manner, CFA Society New York is hosting this event as a neutral arena for discussion.  Private Wealth practitioners can gain a better understanding of the debate and join in the conversation.

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Private Wealth Management
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