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A Day of Fintech
A Day of Fintech
Join CFA Society New York for an intensive half-day conference addressing a variety of financial technology topics in a broader global context.
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Calendar of Events
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Intro to Python for Business & Finance – Cognitir
Intro to Python for Business & Finance – Cognitir
This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.
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1 event,
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Value Investing Group Meeting
Value Investing Group Meeting
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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3 events,
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Performance & Risk Analytics Group Meeting
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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Institutional Asset Management Group Meeting
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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Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
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!
1 event,
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CFA Society New York Book Club The Death of the Banker: The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor
CFA Society New York Book Club The Death of the Banker: The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor
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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2 events,
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Centennial Speaker Series: Bob Pisani on Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange
Centennial Speaker Series: Bob Pisani on Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Bob Pisani has spent the past 25 years working on the floor of the New York Stock Exchange. He has been on the front line of finance for all the major events […]
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Investment Strategy Roundtable
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
1 event,
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Quantitative Investing Group Meeting
Quantitative Investing Group Meeting
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
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3 events,
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Centennial Speaker Series: Derek Lidow on The Entrepreneurs: The Relentless Quest for Value
Centennial Speaker Series: Derek Lidow on The Entrepreneurs: The Relentless Quest for Value
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Entrepreneurs are among the primary shapers of our culture, yet their role in driving progress and influencing society has often been overlooked. As far back as we can trace human history, there […]
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Modeling Multifamily Real Estate – Wall Street Prep
Modeling Multifamily Real Estate – Wall Street Prep
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
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Alternative Investment Group Meeting
Alternative Investment 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.
3 events,
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
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First Annual Venture Capital Outlook: The Times Are A-Changing!?
First Annual Venture Capital Outlook: The Times Are A-Changing!?
Entrepreneurs are the foundation of capitalism. Venture capital is the largest financing source for these innovative builders and creators, helping turn their visions into reality and influencing the course of our future economy. Over the past decade, venture capital has expanded its influence and importance, matured its processes, and grown its market share and investor base. A once niche investment strategy, venture capital has become mainstream.
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Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
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!
2 events,
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2022 Annual Dinner
2022 Annual Dinner
Mark your calendar and get ready to join us as we honor Andrew K. Golden, CFA of Princeton University Investment Company (“Princo”), and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019.
Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.
2 events,
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Sustainable Investing Group Meeting
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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1 event,
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Private Wealth Management Group Meeting
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.
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1 event,
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Centennial Speaker Series: Terrence Keeley on Sustainable: Moving Beyond ESG to Impact Investing
Centennial Speaker Series: Terrence Keeley on Sustainable: Moving Beyond ESG to Impact Investing
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. The global economy is at a crossroads. Can finance fix it? Proponents of environmental, social, and governance (ESG) investing say yes. They claim that new financial strategies that consider all stakeholders are […]
5 events,
Financial & Valuation Modeling Boot Camp – Wall Street Prep
Financial & Valuation Modeling Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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8th Annual Veterans in Transition Symposium
8th Annual Veterans in Transition Symposium
Join our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.
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Institutional Asset Management Group Meeting
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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Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
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!
2 events,
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Searching for a Job, and Investment Opportunities, in Niche Sectors
Searching for a Job, and Investment Opportunities, in Niche Sectors
This unique event will allow members to hear about trends from the top of the financial services job market. This information will be helpful to those considering a new position or hoping to properly prepare themselves for an eventual move. Then attendees will hear from some niche market asset managers. This subsector could provide job growth. Their thoughts are also interesting to asset owners whose due diligence may not normally extend to these types of managers.
2 events,
Bank Industry Modeling – Wall Street Prep
Bank Industry Modeling – Wall Street Prep
This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.
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SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep
SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep
Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses
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A Day of Fintech
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