CFA Society New York

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CFA Society New York

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1540 Broadway
New York City, NY 10036 United States

February 2019

Sustainable Investing Forum: ESG, viewed by the Ratings Agencies

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.

Find out more »
Friday, February 22 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Alternative Investments 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.

Find out more »
Tuesday, February 26 | 12:30 PM - 2:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Young Professional Brainstorming Session

The Young Leaders Group is hosting a collaborative brainstorming session, designed to develop innovative ideas that CFANY can pursue for the benefit of your career. Enjoy some pizza and beer on us, and let's have a productive evening of idea generation!

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Thursday, February 28 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

March 2019

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Tuesday, March 5 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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!

Find out more »
Wednesday, March 6 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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The Great Separation: Is Now the Time to Embrace Long/Short Equity?

A rising tide has lifted all boats the past nine years due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however, the tides are shifting and we may soon find out who has been swimming naked.

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Thursday, March 7 | 5:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

The Return of Volatility

The speakers will explore different investment strategies to benefit in times of jumps in volatility or the lack thereof. The speakers/panelists will have the experience to share from running these strategies in the past and how they think they may be employed in the future.

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Tuesday, March 12 | 8:30 AM - 10:30 AM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, March 12 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Tuesday, March 12 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world.

Find out more »
Wednesday, March 13 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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3rd Annual Institutional Investment Consulting Roundtable

The third annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments, and wealthy families looking for help with managing their money, or the money in their employees’ retirement funds.

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Thursday, March 14 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, March 15 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

23rd Annual Insurance Conference

The 23rd Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.

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Monday, March 18 - Tuesday, March 19
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG's will be to understand the business and other risks associated with running a money management, while serving as a bridge between the "buy" and "sell" sides.

Find out more »
Monday, March 18 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Alternative Investments 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.

Find out more »
Tuesday, March 19 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, March 19 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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!

Find out more »
Wednesday, March 20 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Value Investing Workshop: Templeton School of Value Investing

Please join us for the second lecture as part of the CFANY Value Investing Group Education Workshop, exploring some of value investing's most important influencers of the past and present.

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Wednesday, March 20 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

2019 Financial Services Professional Employment Outlook

This event will cover the current hiring environment across a broad range of financial service practice areas as the first quarter of 2019 concludes. The event aims to cover the perspective of the employer in regards to the hiring environment across the following practice areas: Asset Management Investment Banking Private Equity/Venture Capital/Family Office Brokerage Sales/Trading Financial Services Technology Commercial Banking.

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Thursday, March 21 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

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Thursday, March 28 | 4:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

April 2019

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Wednesday, April 3 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

Find out more »
Thursday, April 4 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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CFANY Cyber Security Forum

Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them, plus gain an extensive understanding of the wide range of existing threats within the growing global financial industry.

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Thursday, April 4 | 6:30 PM - 8:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, April 9 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Institutional Market Roundtable

Institutional Market Roundtable April 9th, 2019 | 6:00 - 7:00 PM Register for Roundtable Institutional Asset Management Group 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, [...]

Find out more »
Tuesday, April 9 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Emerging Markets Discussion

This will be a targeted asset class-focused panel discussion focused on emerging markets, designed to drill down into nuanced investment issues and opportunities.

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Tuesday, April 9 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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!

Find out more »
Wednesday, April 10 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Find your CFANY NICHE: Member + Group Meet & Greet

Find Your CFANY Niche: Member + Group Meet & Greet Date Thursday, April 11 6:00 - 8:00 pm Location CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036 Fees FREE | Members Only <Become a Member> About Society We [...]

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Thursday, April 11 | 6:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG's will be to understand the business and other risks associated with running a money management, while serving as a bridge between the "buy" and "sell" sides.

Find out more »
Monday, April 15 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, April 16 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Alternative Investments 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.

Find out more »
Tuesday, April 23 | 12:30 PM - 2:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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!

Find out more »
Wednesday, April 24 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, April 26 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

May 2019

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Wednesday, May 1 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Cannabis Investments: Myths, Regulation, and Opportunities

With this event, we bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.

Find out more »
Thursday, May 9 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, May 14 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Institutional Asset Management Group Meeting

Institutional Asset Management Group Meeting Register for Meeting Institutional Asset Management Group 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 [...]

Find out more »
Tuesday, May 14 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Wednesday, May 15 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, May 17 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG's will be to understand the business and other risks associated with running a money management, while serving as a bridge between the "buy" and "sell" sides.

Find out more »
Monday, May 20 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, May 21 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

June 2019

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

Find out more »
Wednesday, June 5 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Operational Due Diligence Trends and Best Practices

The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.

Find out more »
Thursday, June 6 | 5:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, June 10 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

29th Annual High Yield Bond Conference

Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.

Find out more »
Tuesday, June 11 - Wednesday, June 12
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, June 11 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Institutional Market Roundtable

Institutional Market Roundtable June 11th, 2019 | 6:00 - 7:00 PM Register for Roundtable Institutional Asset Management Group 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, [...]

Find out more »
Tuesday, June 11 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Business Management Group Meeting

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG's will be to understand the business and other risks associated with running a money management, while serving as a bridge between the "buy" and "sell" sides.

Find out more »
Monday, June 17 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Monday, June 17 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Alternative Investments 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.

Find out more »
Tuesday, June 18 | 12:30 PM - 2:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, June 18 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, June 21 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

3rd Annual PE/VC Conference

This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.

Find out more »
Tuesday, June 25 | 1:00 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

July 2019

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, July 9 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Institutional Asset Management Group Meeting

Institutional Asset Management Group Meeting Register for Meeting Institutional Asset Management Group 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 [...]

Find out more »
Tuesday, July 9 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Wednesday, July 10 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, July 16 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, July 19 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Alternative Investments 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.

Find out more »
Tuesday, July 23 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

August 2019

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

Find out more »
Wednesday, August 7 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Round Table Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

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Monday, August 12 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

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Tuesday, August 13 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Institutional Market Roundtable

Institutional Market Roundtable August 13th, 2019 | 6:00 - 7:00 PM Register for Roundtable Institutional Asset Management Group 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, [...]

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Tuesday, August 13 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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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.

Find out more »
Friday, August 16 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

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Tuesday, August 20 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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September 2019

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Wednesday, September 4 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, September 9 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, September 10 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Institutional Asset Management Group Meeting

Institutional Asset Management Group Meeting Register for Meeting Institutional Asset Management Group 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 [...]

Find out more »
Tuesday, September 10 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, September 17 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, September 20 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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October 2019

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

Find out more »
Wednesday, October 2 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Wednesday, October 2 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, October 8 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Institutional Market Roundtable

Institutional Market Roundtable October 8th, 2019 | 6:00 - 7:00 PM Register for Roundtable Institutional Asset Management Group 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, [...]

Find out more »
Tuesday, October 8 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, October 15 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, October 18 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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November 2019

Young Leader Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Monday, November 4 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

Find out more »
Tuesday, November 12 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Institutional Asset Management Group Meeting

Institutional Asset Management Group Meeting Register for Meeting Institutional Asset Management Group 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 [...]

Find out more »
Tuesday, November 12 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, November 15 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, November 19 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

December 2019

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

Find out more »
Wednesday, December 4 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
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Emerging Manager Summit

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Friday, December 6 | 8:00 AM - 5:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, December 9 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Institutional Market Roundtable

Institutional Market Roundtable December 10th, 2019 | 6:00 - 7:00 PM Register for Roundtable Institutional Asset Management Group 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, [...]

Find out more »
Tuesday, December 10 | 6:00 PM - 7:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Young Leaders Group Meeting

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

Find out more »
Wednesday, December 11 | 6:30 PM - 8:00 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

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.

Find out more »
Friday, December 13 | 12:00 PM - 1:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map

Investment Strategy Roundtable

Investment Strategy Roundtable Register for Meeting 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. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between [...]

Find out more »
Tuesday, December 17 | 6:00 PM - 7:30 PM
CFA Society New York 1540 Broadway
New York City, NY 10036 United States
Google Map
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