2021 marked CFA Society New York’s first full-fiscal-year of the COVID-19 era – a fact unthinkable at the time we wrote our 2020 State of the Society letter. More importantly, however, is the fortitude and resiliency our community has demonstrated since.

CFA Society New York (CFA NY) announced today they have appointed Arun Manansingh as Executive Director of CFA NY, effective March 1, 2022. Mr. Manansingh will assume leadership of the Society’s staff and operations.

Vice Chair Thomas Brigandi, CFA, was honored by CFA Institute—as part of the 2021 Society Awards Programme—with the Volunteer of the Year award for the Americas region. Mr. Brigandi won the award for his tireless volunteer efforts in service of CFA Society New York and the CFA Society® community globally.

We are saddened to learn of the heinous and senseless killing of eight people in Atlanta, including six women of Asian descent. Sadly, this incident is not an isolated event. Since the onset of the pandemic, hate crimes against Asians have risen at an alarming rate, with nearly 3,800 incidents reported.

Every three years, the Society engages in a process for strategic planning, that gathers the different perspectives of those we serve in the profession—whether through membership, participation in CFA Society New York’s educational programming or other interactions. Diverse perspectives help us critically view our strengths and weaknesses through a variety of lenses, which helps us create a more inclusive strategic plan on how we can best serve our community.

2020 was a year of transition for many - CFA Society New York included. Yet, thanks to the hard work, resilience and dedication of our superlative staff and volunteer leaders, we continued producing world-class content throughout the year. And very importantly, we are entering 2021 with appreciable enthusiasm for our ongoing plans, our new ideas, and (with great hope and optimism) a relative return to normalcy.

The Board of Directors of the CFA Society New York (CFANY) announced today they have appointed Sameer Jagetia, CFA as Chief Executive Officer of CFANY, effective October 29, 2020. Mr. Jagetia will assume the day to day leadership of CFANY.

CFA Society New York welcomes Andrew Auslander, CFA, FRM to Board of Directors, thanks James Adams for service.

CFA Society New York announced today that its CEO, Daniel Dagen, CFA, has left his position, effective March 31, 2020. Mr. Dagen served as CEO of the Society since 2015 and contributed to the Society for many years prior to that as a member and volunteer.