Investment Strategy Roundtable

About This Group

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 members on their views and focuses. Past topics include Chinese consumer loan securitization, Dallas residential real estate boom, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional, academician or market enthusiast, you will surely find something new at the Roundtable.
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Chair: Richard Rothenberg

Vice Chair: Juan Mendez

Vice Chair: Igor Axenov, CFA

Vice Chair: Vincent Leung, CFA

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NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs.

The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.

5th Annual Real Estate Outlook: Opportunity Zones

As investment cap rates are hovering around record lows in the urban cores, especially in the cities along the coasts, the timing of the Opportunity Zone program—designed to encourage investments in often overlooked areas and “flyover cities”—could not have been more appropriate. Since its passage in late 2017, the program has received significant attention from investors, developers, money managers, city officials and urban planners nationwide.

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Thursday, April 25 | 5:30 PM - 8:00 PM

Investment Strategy Roundtable

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Tuesday, September 17 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, November 19 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, December 17 | 6:00 PM - 7:30 PM

Upcoming Events & Meetings

Investment Strategy Roundtable

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Tuesday, March 19 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, April 16 | 6:00 PM - 7:30 PM

5th Annual Real Estate Outlook: Opportunity Zones

As investment cap rates are hovering around record lows in the urban cores, especially in the cities along the coasts, the timing of the Opportunity Zone program—designed to encourage investments in often overlooked areas and “flyover cities”—could not have been more appropriate. Since its passage in late 2017, the program has received significant attention from investors, developers, money managers, city officials and urban planners nationwide.

Find out more »
Thursday, April 25 | 5:30 PM - 8:00 PM

Investment Strategy Roundtable

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Tuesday, May 21 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, June 18 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, July 16 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, August 20 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, September 17 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, October 15 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, November 19 | 6:00 PM - 7:30 PM

Investment Strategy Roundtable

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Tuesday, December 17 | 6:00 PM - 7:30 PM