CFA Society New York


KEY ALLIANCE PROGRAM

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CFA NY is a premier convener of asset owners, buy-side investment mangers, sell-side executives, and many of the world’s most influential investment professionals. The Key Alliance Program offers a direct and effective way to increase visibility across the sector.

The program develops relationship oriented, multi-event-sponsorship arrangements, plus opportunities to contribute through content, thought leadership, and subject matter expertise – representing a valuable means of connecting with key decision makers at important clients, and enhancing brand recognition in the US and globally.

Key Alliance partners maintain strategic influence locally and globally, high relevance to our members, and close alignment with CFA NY’s education and membership oriented mission.

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The Key Alliance Program facilitates discussion and thought leadership within the CFA Society New York interest groups.

Events and roundtables are excellent opportunities to discuss industry trends by engaging with over 11,000 members and our Key Alliance Firms.

CFA Society New York thought leadership and interest groups include Alternatives, the Asset Owner Series™, Diversity & Inclusion, ESG & Sustainable Investing, Fintech, Institutional Asset Management, Value Investing, and Private Wealth Management.

Platinum Partner

Yieldstreet

Gold Partner

Lord Abbett

Silver Partner

MSCI

Key Alliance firms receive access to a comprehensive Marketing Suite.

Initiatives Include:

We’re not just leading the investment management industry;

we’re shaping the conversation.

CFA Society New York has been a leading forum for the investment community since 1937, growing into the largest CFA Society in the world with over 11,000 members. Today, CFANY hosts over 200 events, forums and roundtables annually across the Asset Owner, Fintech, Institutional Investments and Value Investing.

A champion for ethical behavior and stewardship in investment markets, CFA Society New York is part of a strong global community of investment professionals and alliances with annual attendance across the Asset Owner Series of over 1,500 asset owners, Buy-Side investment managers and Sell-Side executives.

Member Top Employers

Member Job Functions

Primary Asset Base

Primary Investment Assets

We’re not just leading the investment management industry;

we’re shaping the conversation.

CFA Society New York has been a leading forum for the investment community since 1937, growing into the largest CFA Society in the world with over 11,000 members. Today, CFANY hosts over 200 events, forums and roundtables annually across the Asset Owner, Fintech, Institutional Investments and Value Investing.

A champion for ethical behavior and stewardship in investment markets, CFA Society New York is part of a strong global community of investment professionals and alliances with annual attendance across the Asset Owner Series of over 1,500 asset owners, Buy-Side investment managers and Sell-Side executives.

Top 10 Member Occupations

Client Assets Managed by %

Primary Investment Focus by %

Top 10 Member Employers

Top 10 Member Occupations

Client Assets Managed by %

Primary Investment Focus by %

Top 10 Member Employers

We’re not just leading the investment management industry;

we’re shaping the conversation.

CFA Society New York has been a leading forum for the investment community since 1937, growing into the largest CFA Society in the world with over 11,000 members.Today, CFA NY hosts over 200 events, roundtables, and other programming annually across the most important issues and topics surrounding the investment management industry.

A champion for ethical behavior and stewardship in investment markets, CFA Society New York is part of a strong global community of investment professionals and alliances with many of the world’s most important Asset Owners, Buy-Side investment managers, and Sell-Side executives.

Top 10 Member Occupations

Client Assets Managed by %

Primary Investment Focus by %

Top 10 Member Employers

Key Alliance Opportunities

Custom Key Alliance programs can be created to best align with your organization’s needs. Standard packages include a wide range of benefits such as pre-event, onsite, and post-event sponsor recognition, sponsor profile on CFA NY website, enhanced access to event Speakers, and the opportunity to contribute content and thought leadership.

Become a Key Alliance Member Today! Contact us at [email protected]

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[email protected]

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