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The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.

This group will:

  • Develop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.
  • Collaborate with other CFANY leaderships groups, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.
  • Facilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.


Chair: Carole Crawford

Annual Asset Owner Series Events

  • February — Insurance Company Chief Investment Officers Roundtable
  • March — Institutional Investor Consulting Roundtable
  • April — Single Family Office Conference
  • September — Climate and ESG Asset Owner Summit
  • October — Multi-Family Office Conference
  • November  — Public Pension Funds Conference
  • December — E&F Chief Investment Officer Roundtable

Biennial or Triennial Asset Owner Series Events

  • Private Bank and Private Wealth Management CIO Roundtable
  • National Pension Funds Conference
  • Single Employer Corporate Pension Chief Investment Officers Roundtable
  • Multilateral Development Bank Conference
  • Central Bank and Reserve Funds Summit
  • Multiemployer Pension Conference
  • Sovereign Wealth Fund Conference

There are no upcoming events at this time.

The Seven Kinds of Asset Owner Institutions

by Tom Brigandi and Sloane Ortel

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

Press Release — July 12, 2017

NEW YORK – CFA Society New York and The Hong Kong Society of Financial Analysts Ltd. (HKFSA) today announced a unique collaborative plan to expand CFA Society New York’s ASSET OWNER SERIES™ to Hong Kong. Both societies will work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events, hosted by two of the largest local CFA …

Special Thanks to Our Sponsors

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Find us in the heart of Times Square

CFA Society New York 1540 Broadway Suite 1010 New York, NY 10036-2714

Phone: (212) 541-4530

Find us in the heart of Times Square

CFA Society New York 1540 Broadway Suite 1010 New York, NY 10036-2714

Phone: (212) 541-4530