April 2013
Africa 2013: Investing in the Rising Continent
Emerging and Frontier Markets Series Africa 2013: Investing in the Rising Continent April 11, 2013 Description With rapid and sustained growth in many sectors, the modern investor can no longer afford to ignore the continent of Africa. Recognizing the inherent risks, the prudent investor must be able to interpret the evolving [...]
New York City, NY 10036 United States
August 2013
TEST EVENT
Event Title Event Date 5:58: OPENING REMARKS Tom Brigandi, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award 6:00 – 6:10: SPECIAL GUEST KEYNOTE ADDRESS TBD 6:10 – 6:30: KEYNOTE ADDRESS TBA 6:30 – 7:45: PANEL Moderator Han Yik, Head of Institutional Investors, World Economic Forum Panelists Marc Goldwein, Senior [...]
October 2013
African Capital Markets Conference
Emerging and Frontier Markets Series African Capital Markets Conference October 18, 2013 8:00 Check-in and Breakfast 8:25 Welcome Thomas Brigandi 8:30 Keynote Speaker Tom Speechley, Senior Partner, The Abraaj Group 9:00 African Debt Capital Markets Panel Samir Gadio, Emerging Markets Strategist, Standard Bank Kristin Lindow, Regional Credit Officer, European and African Sovereigns, [...]
New York City, NY 10036 United States
November 2013
The Role of Coal in India’s Future: Climate, Reserves, Price, and Policy
The Role of Coal in India’s Future: Climate, Reserves, Price, and Policy November 13, 2013 Description Whether the story is told in India or the United States, Mozambique, or China, coal, climate change, and investment growth are generally treated as forces in conflict. Coal’s storyline in India is as the “go [...]
New York City, NY 10036 United States
1st Global Infrastructure Conference
Global Infrastructure Conference Series 1st Global Infrastructure Conference November 15, 2013 8:00 Registration and Continental Breakfast 8:25 Welcome Vinny Catalano 8:30 Keynote Speaker Joseph Adams, Managing Director, Chief Investment Officer & Co-Chairman of Fortress Infrastructure Partners Fund & Fortress Worldwide Transportation & Infrastructure Fund 9:00 Infrastructure Investment Strategies Panel (Transportation) With an [...]
New York City, NY 10036 United States
May 2014
Sustainable Investing: Perspectives and Opportunities
Sustainable Investing: Perspectives and Opportunities May 13, 2014 8:30 am – 8:40 am Continental Breakfast and Check-in 8:40 am – 8:45 am Opening Remarks Steve Loren, Committee Chair, NYSSA Drianne Benner, Managing Director, Appomattox Advisory 8:45am – 9:30am The Landscape of Sustainable Investing– Opportunities and Perspectives This speaker will address questions such as: What asset classes [...]
New York City, NY 10036 United States
June 2014
Latin American Capital Markets Conference
Emerging and Frontier Markets Series Latin American Capital Markets Conference June 25, 2014 8:00 Registration and Continental Breakfast 8:25 Welcome Thomas Brigandi 8:30 Keynote Speaker Sarah Alexander, Managing Director, The Abraaj Group 9:00 Economic Factors Presentation Moderator: Daniel Bases, Correspondent, Reuters Donald Rissmiller, Partner, Strategas Research Partners Dr. Drausio Giacomelli, Managing Director [...]
New York City, NY 10036 United States
July 2014
1st Annual Volunteer Leaders Summer Social
1st Annual Volunteer Leaders Summer Social July 1, 2014 6:00 PM: Registration 6:25 PM: Welcome Patrick Holert, CFA, CAIA, Chairman, CFANY Global Investing Committee Leland Montgomery, Chairman, CFANY Membership Committee Christopher Cutler, CFA, CFANY Member 6:30 PM: Emerging Markets Panel Dan Keeler, Editor of Frontier Markets, Wall Street Journal (Moderator) Dan [...]
New York City, NY 10036 United States
India Capital Markets
Emerging and Frontier Markets Series India Capital Markets July 30, 2014 5:45: Check-in 5:55: Welcome Patrick Holert, CFA, CAIA Thomas Brigandi Daniel Fridson Chiara Salghini 6:00: Keynote Speaker Parag Saxena, Founding General Partner and CEO, New Silk Route Partners 6:15: Indian Capital Markets Panel Moderator: Amit Thakur, Regional Head of Industrials M&A, Standard Chartered Bank [...]
New York City, NY 10036 United States
September 2014
Russian and Central & Eastern European Capital Markets
Emerging and Frontier Markets Series Russian and Central & Eastern European Capital Markets Conference September 8, 2014 5:45 Check-in 5:55 Welcome Chris Cutler, CFA, Founder, Manager Analysis Services 6:00 Keynote Speaker Drew Guff, Managing Director and Founding Partner, Siguler Guff & Company 6:15 Russian and Central & Eastern European Markets Panel Moderator: Chris [...]
New York City, NY 10036 United States
October 2014
Asian Capital Markets Conference
Emerging and Frontier Markets Series Asian Capital Markets Conference October 28, 2014 8:00: Registration and Continental Breakfast 8:25: Welcome Patrick Holert, CFA, CAIA Thomas Brigandi Dan Fridson Amelie Derosne, CFA Jonathan Prin Chris Cutler, CFA 8:30: Keynote Speaker Jae Yoon, Chief Investment Officer, New York Life Investment Management 9:00: Asian Debt Capital Markets Panel Moderator: Kishlaya Pathak, [...]
New York City, NY 10036 United States
November 2014
2nd Global Infrastructure Conference
Global Infrastructure Conference Series 2nd Global Infrastructure Conference Thursday, November 6, 2014 8:25: Welcome Vinny Catalano Thomas Brigandi Patrick Holert, CFA, CAIA Daniel Fridson Chiara Salghini 8:30: KEYNOTE SPEAKER Gautam Bhandari, Partner, I Squared Capital 8:45: Power Panel The power and energy complexes have an estimated $18 trillion of projected spending earmarked [...]
December 2014
Middle East & North African (MENA) Capital Markets Conference
Give a more in-depth look at the specific investment vehicles in MENA and the methods of analyzing and investing in them Promote a more useful and detailed discourse than the standard MENA narrative; Address the global challenge of applying increasingly data-driven financial analysis techniques to a market with often unreliable statistical coverage; Provide an opportunity to network with top professionals in the MENA-focused investment sphere.
Systemic Risk Conference: What Are the Odds of Financial Collapse?
Systemic Risk Conference: What Are the Odds of Financial Collapse? December 3, 2014 8:15 Registration and Breakfast 8:45 Opening Remarks and Intro - Robert Andriano 9:00 Keynote Address - Financial Regulatory Reform: Looking Forward by Barbara Novick. A discussion of the cumulative impacts of regulatory reform as well as a discussion of [...]
New York City, NY 10036 United States
June 2015
Strategies for Exchange Traded Funds in Global Investing
Strategies for Exchange Traded Funds in Global Investing Wednesday, June 10, 2015 6:00: OPENING REMARKS Patrick Holert, CFA, CAIA, BBVA Securities 6:05 – 6:30: KEYNOTE ADDRESS Christopher Wolf, Chief Investment Officer for Portfolio Solutions, Private Banking and Investment Group & Institutional, Merrill Lynch Wealth Management 6:30 – 7:30: PANEL Moderator Eric Balchunas, [...]
July 2015
Greece: What’s Next?
Greece: What's Next? Monday, July 27, 2015 6:00: OPENING REMARKS Chris Cutler, CFA, Chairman Emeritus, CFANY Alternative Investments Committee Deepika Sharma, CFA, Co-Vice-Chair, CFANY Global Investing Committee 6:05 – 6:30: KEYNOTE ADDRESS Wilbur L. Ross Jr., Chairman and Founder, Wilbur Ross & Co 6:30 – 7:45: PANEL Moderator Daniel Bases, Senior Correspondent at Reuters Panelists Geoffrey Dennis, Head [...]
September 2015
CFA NY Presents with Chris Cutler – A Conversation on East Africa
CFA NY Presents with Chris Cutler - A Conversation on East Africa Wednesday September 23, 2015 East Africa is now rated the most dynamic growth areas in Africa and their growth performance in the past decade has been impressive. Such performance is even more remarkable taking into account that the past [...]
New York City, NY 10036 United States
November 2015
3rd Global Infrastructure Conference
Global Infrastructure Conference Series 3rd Global Infrastructure Conference Friday November 6, 2015 The World Economic Forum reported a trillion-dollar gap in infrastructure spending globally. In America, a country facing what has been termed a legitimate infrastructure crisis, government spending on transportation, energy, water and wastewater, and social infrastructure, has hit a 20-year [...]
February 2016
Insurance Company Chief Investment Officers Roundtable
Insurance Company Chief Investment Officers Roundtable February 18, 2016 Description This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA NY's code of conduct. Even though we're no longer in a Zero Interest [...]
March 2016
Single Family Office Conference
Single Family Office Conference Thursday, March 10, 2016 Description This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFANY's code of conduct. A high-level discussion on major investment themes and global market dynamics [...]
April 2016
Multi-Family Office Conference
Multi-Family Office Conference April 21, 2016 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Christopher Cutler, CFA, Board of Directors, CFANY 6:05 PM: Keynote Address Jason Pride, CFA, Director of Investment Strategy, Glenmede 6:25PM: Special Guest Keynote Nico Firzli, Director-General & Head of Research of the World Pensions Council 6:30 PM: [...]
New York City, NY 10036 United States
May 2016
Endowment and Foundation Chief Investment Officer Roundtable
Endowment and Foundation Chief Investment Officer Roundtable May 12, 2016 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Christopher Cutler, CFA, Board of Directors, CFANY 6:05 PM: Keynote Address Brian O’Neil, CIO, Robert Wood Johnson Foundation 6:25 PM: Panel Moderator Anthony Thai, CFA, Senior Investment Officer, The Wallace Foundation Speakers Colin [...]
New York City, NY 10036 United States
June 2016
Private Bank and Private Wealth Management Chief Investment Officer Roundtable
Private Bank and Private Wealth Management Chief Investment Officer Roundtable June 14, 2016 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Christopher Cutler, CFA, Board of Director, CFANY 6:05 PM: Panel Moderator Kei A. Sasaki, CFA, Senior Vice President, Regional Chief Investment Officer - Northeast, Wells Fargo Private Bank Speakers Christopher [...]
New York City, NY 10036 United States
A Global View Of Commodity Markets
A Global View of Commodity Markets Tuesday, June 30, 2016 5:00: REGISTRATION 5:30 – 6:30: FIRE SIDE CHAT Jonathan Goldberg, Founder & CEO, BBL Commodities, L.P. Moderator Hilary Till, Co-Founder, Premia Capital MAnagement, LLC 6:30 – 6:45: BREAK 6:45 – 8:00: COMMODITIES PANEL Moderator Jennifer Ziehe,CFA, CAIA, Independent Consultant Panelists Henry Dunlop, Managing [...]
New York City, NY 10036 United States
August 2016
Single Employer Corporate Pension Conference
Single Employer Corporate Pension Conference Thursday, August 4, 2016 6:00: OPENING REMARKS Christopher Cutler, CFA, Board of Directors, CFANY 6:05 – 6:20: KEYNOTE ADDRESS Gina Wilson, Executive Vice President and Chief Financial Officer, TIAA 6:20 – 7:30: PANEL Moderator Diane Garnick, Managing Director, Chief Income Strategist, TIAA and Trustee, CFA Institute Research Foundation [...]
New York City, NY 10036 United States
Annual Investment Job Market Outlook
Investment Employment Outlook and Professional Development Series Annual Investment Job Market Outlook Thursday, August 11, 2016 6:00: OPENING REMARKS Deepika Sharma, CFA 6:00 – 6:20: KEYNOTE ADDRESS Adam Zoia, Co-founder and Managing Partner, Glocap Search LLC 6:20 – 7:00: PANEL Moderator Alexis Dufresne, Managing Director, Marketing & Investor Relations Search, Solomon Page Group Panelists [...]
New York City, NY 10036 United States
3rd Annual CFANY Volunteer Leaders Summer Social
3rd Annual CFANY Volunteer Leaders Summer Social Wednesday, August 24, 2016 from 6:00 PM to 9:00 PM 6:00 PM: Welcome Chris Cutler, CFA, Founder, Manager Analysis Services; Board of Directors, CFANY;Chairman Emeritus, CFANY Alternative Investments Committee 6:05 - 6:10 PM: Keynote Address Jae S. Yoon, CFA, Chief Investment Officer, New York Life Investment Management 6:10 - 6:30 PM: Panel [...]
New York City, NY 10036 United States
September 2016
Annual Public Pension Funds Conference
Annual Public Pension Funds Conference Thursday September 8, 2016 5:30 PM through 8:00 PM Agenda 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Alex Urdea, Board of Directors, CFANY 6:05 PM: Keynote Address Tom Byrne, Chairman, New Jersey State Investment Council 6:30 PM: Panel Moderator David E. Ourlicht, Founding Board [...]
New York City, NY 10036 United States
2nd National Pension Funds Conference
2nd National Pension Funds Conference Thursday September 29, 2016 5:30 PM through 8:00 PM 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Chris Cutler, CFA, Board of Directors, CFANY 6:10 PM: Keynote Carol Boykin, CFA, Representative of the Secretary-General for the investment of the assets of the United Nations Joint [...]
New York City, NY 10036 United States
November 2016
Fall 2016 Quarterly Investment Job Market Outlook
Investment Employment Outlook and Professional Development Series Fall 2016 Quarterly Investment Job Market Outlook Thursday November 3, 2016 Agenda 5:30 PM — Check-in 6:00 PM — Welcome and Opening Comments Harumi Urata-Thompson, CFA, Chief Operating Officer, New York Society of Security Analysts 6:05 PM — Keynote Address Kate Burke, Head of Human Capital and Chief [...]
4th Global Infrastructure Conference
Global Infrastructure Conference Series 4th Global Infrastructure Conference Friday November 4, 2016 9:00 AM through 4:00 PM 8:00 AM Registration and Continental Breakfast 8:25 AM Welcome Daniel Dagen, CFA, President and CEO, CFANY 8:30 AM Special Guest Keynote Address Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management 8:45 AM [...]
New York City, NY 10036 United States
Second Annual Sovereign Wealth Conference
Second Annual Sovereign Wealth Conference Tuesday November 29, 2016 5:45 PM through 8:00 PM 5:45 PM: Check-in 6:05 PM: Welcome and Opening Comments Jonathan Prin, CFA, Greylock Capital 6:15 PM: Panel Moderator Han Yik, Head of Institutional Investors at the World Economic Forum Speakers Alex Greenbaum, VP - Private Equity & Infrastructure, GIC [...]
New York City, NY 10036 United States
December 2016
1st Multiemployer (Union) Pension Conference
1st Multiemployer (Union) Pension Conference Thursday December 8, 2016 Agenda 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Deepika Sharma, CFA, Portfolio Manager/Analyst, Astor Investment 6:05 PM: Keynote Address W. Thomas Reeder Jr., Director, Pension Benefit Guaranty Corporation 6:30 PM: Panel Moderator: Christopher Brockmeyer, Director of Employee Benefit Funds, The Broadway [...]
January 2017
1st Annual Institutional Investment Consulting Roundtable
1st Annual Institutional Investment Consulting Roundtable January 26, 2017 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Kelly Holmes, Vice President, Consultant Relations, TIAA Global Asset Management 6:05 PM: Keynote Address Richard M. Charlton, Chairman Emeritus, NEPC, LLC 6:30 PM: Panel Moderator Steve Case, CFA, Partner, Mercer Investment Consulting Speakers [...]
New York City, NY 10036 United States
February 2017
Green Bond Investment Outlook
Green Bond Investment Outlook February 2, 2017 5:00PM Welcoming Remarks Daniel Dagen, CFA, Chief Executive Officer, CFANY 5:02PM Keynote Address Mike Eckhart, Managing Director, Global Head of Environmental Finance and Sustainability, Citigroup 5:30PM Green Bond Asset Manager Panel Moderator Henry Shilling, Senior Vice President, Moody's Investors Service Panelists Eric Glass, CFA, Portfolio [...]
2nd Annual Insurance Company Chief Investment Officers Roundtable
2nd Annual Insurance Company Chief Investment Officers Roundtable February 23, 2017 5:30 PM: Check-in 6:00PM: Welcome and Opening Comments Deepika Sharma, CFA, Board of Directors, NYSSA 6:03PM: Sponsor Comments Kevin J. Maxwell, CFA, Managing Director, Asset Management Business Development, TIAA Global Asset Management 6:05PM: Keynote Address Lisa M. Longino, CFA, SVP, Senior [...]
March 2017
Attracting Institutional Assets: The Importance of Operational Due Diligence
For fund managers seeking to attract assets from institutional investors, it is critical to understand the areas of potential risk to their business operations. Prior to the 2008 financial crisis and its associated investment scandals, due diligence on fund operations was a lower priority. Today, the need to safeguard against operational risk is ongoing and requires constant oversight by the manager. Far beyond a simple check-the-box exercise, operational due diligence (ODD) has become an in-depth process in which investors assess both the fund’s internal risk levels and the risk profiles of outsourced service providers.
April 2017
2nd Annual Single Family Office Conference
2nd Annual Single Family Office Conference April 6, 2017 5:30PM: Check-In 5:55PM: Sponsor Welcoming Remarks Jason Psome, CAIA, Managing Director, Nuveen 6:00PM: Special Guest Keynote Address Dr. Raphael Amit, Founder, Wharton Global Family Alliance 6:15PM: CFANY Welcoming Remarks Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office and Board of Directors, CFANY 6:20PM: Keynote Address [...]
New York City, NY 10036 United States
Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills
Africa is a continent with enormous potential and returns, but with significant pitfalls for investors. In this conference, we will explore legal and other methods for investors in private deals to manage their risks in Africa. Active and potential investors in Africa and other frontier markets will not want to miss this event!
May 2017
The Euro: Political Experiment or Thousand-Year Currency?
This will be a lively and informed debate on the Euro’s long-term viability, with some tactical points that will be made along the way.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
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!
Financial Reporting and Analysis Today: Making the Process Easier, Faster & Better
Structured financial reporting offers considerable value to investors today, additional improvements would increase its value considerably. Investors are not fully aware of the tools currently available and how these tools can assist in their investment process. Description The program will explore how technology, like the XBRL data standard, can be harnessed to reform the financial reporting process and walk through key issues including: How technology can be used to enhance the analytical process The importance of financial data for investment decision making Recommendations for regulators and standard setters about how to improve the quality of corporate disclosures Additional ways structure data would augment the usefulness of reported data, such as in the MD&A and earnings releases
The State of Retirement
Full understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
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!
Regulation & Market Integrity Thought Leadership Group Meeting
The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical way so that you can benefit and profit. The kick-off meeting will focus on discussing areas of mutual interest, planning events for the upcoming year and making new friends.
CFANY Investment Strategy Roundtable®
The CFANY Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign outcome, movements in rates and currency markets, China hard landing fears, or digging into details on volatility strategies and discussing market technicals, you’ll be sure to find a fresh perspective from joining our discussion. Guided by a formal cross-market agenda and slide deck, the group traverses topics from a macro perspective, drilling down into specific areas of interest to our group’s portfolio managers, traders, analysts, and academics. The roundtable’s composition is quite diverse, which ensures a lively interaction that is guaranteed to both educate and challenge you and bring to light myriad useable trading strategies.
Second Annual CFANY GIPS Forum
The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date, more than 1,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute, GIPS committees, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions.
Sustainable Investing Thought Leadership Group Meeting
This committee 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.
[INFORMATIONAL SESSION] Fitch CreditPath—Participants wanted for full-time paid internship program!
Fitch Ratings announces Fitch CreditPath, a ten-week, full-time paid internship for financial services professionals ready to re-enter the workforce after an extended career break.
Venture Capital Conference: Perspectives from VCs and Allocators
In this conference, we will bring together leading venture capitalists, investors in venture-backed companies and allocators who invest in venture capital funds to learn how they pick winners, add value and deliver returns.
Fireside Chat: An Evening with the Chief of Staff of the U.S. Air Force
Description to come.
Performance and Risk Analytics Research Group Meeting
Performance and Risk Analytics Research Group Meeting Tuesday, July 11 6:30 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010, New York, NY 10036 Registration Deadline Wednesday, May 31 at 3pm Fees FREE | [...]
One event on May 31, 2017 at 6:00pm
One event on July 12, 2017 at 6:00pm
One event on August 23, 2017 at 6:00pm
One event on October 4, 2017 at 6:00pm
One event on December 6, 2017 at 6:00pm
June 2017
CFANY Author Series: THE END of ACCOUNTING and the Impact of Tax Legislation on Earnings
Major corporate decisions, such as restructuring and M&A, are predicated on financial indicators of profitability and asset/liabilities values. These documents move mountains, sowhat happens if they're based on faulty indicators that fail to show the true value of the company? Join us for a lively conversation with Professor and Author Baruch Lev on his newest book “The End of Accounting and the Path Forward for Investors and Managers”. You will leave the event with a blueprint for more accurate valuations.
Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective
In the last decade, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager, Blackrock, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market? Hear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors.
Regulatory Changes: Impact on Energy and Financial Service Companies
Current and anticipated regulatory changes will have an important impact on two critical investment sectors: Energy and financial services. If you invest in, perform financial analysis on or work at energy or financial service companies, it’s imperative that you be aware of the latest regulatory changes occurring in Washington, DC and at a state level in order to assess what opportunities and risks these changes present to the companies you follow, invest in or work at. On Tuesday, June 6, the Regulation and Market Integrity Thought Leadership Group will sponsor two panel discussions made up of leading experts in both sectors to discuss current and anticipated regulatory changes impacting these sectors to help CFANY members assess those opportunities and risks. Topics to be discussed will include recent Presidential executive orders impacting the energy sector and the applicability of new fiduciary standards to the financial service industry.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
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!
Young Leaders Group Meeting
Young Leaders Group Meeting Tuesday, June 6 2017 6:00 pm - 8:00 pm REGISTER NOW Location WeWork Times Square 1460 Broadway (Located on the east corner of 41st and Broadway, NYC) Registration Deadline Tuesday, June 6, 2017 at 3:00 pm Fees Members | FREE [...]
How Financial Compliance is Transforming the Diamond Industry, brought to you by De Beers
At this briefing, De Beers, the world’s leading diamond miner, and a business with expertise across the entire diamond value chain, will give a unique insight into the forces that are shaping the modern diamond industry, including the once-in-a-lifetime prospects for demand growth that are now emerging in China and India. The briefing’s focus with be squarely on the extraordinary businesses that operate in the industry’s midstream, and the financial and ethical compliance programmes that have now opened the door for them to a much wider world of financial opportunity. The picture that emerges is of a dynamic and modern industry on the cusp on a sparkling future, which it is facing with renewed confidence.
Value Investing Group Meeting
The Value Investor Series harkens back to the founding of CFANY 80 years ago. It is the confluence of the worlds most prestigious investors, authors, academic experts and practitioners. Through seminars, the internet, social events and the annual Ben Graham Conference, this Series is re-establishing CFANY as the world's premier forum for investment thought leadership. In 2016, the Value Investor Series brought eight CFANY Author Series events, two social functions, four Financial Report and Analysis discussions, one hedge fund event and 10 Special Situation Ideas Forums to the CFANY community. The Annual Ben Graham Conference, created by vice-chair Elliot Trexler, brought together nearly 20 of the world's preeminent value investors as speakers—and managers of approximately $80Bn in assets under management—for a thoughtful discussion attended by nearly 200 CFANY members. The series is led by Michael Oliver Weinberg, CFA, CFANY's 2016 Volunteer of the Year, Most Outstanding Industry Committee and Asset Owner Series Award winner, as well as the Chair of the Value Investing thought leadership group. The Value Investing Group is co-run by three vice-chairs in Elliot Trexler whom spearheads the lecture series; Vishal Mishra, leading both the Special Situation Series and the forensic accounting series; and Andrew Kahn, head of the social series. Group Chair Michael Oliver Weinberg spearheads the acclaimed Annual Ben Graham Conference. The series also owes a tremendous thanks to the Board and staff of CFANY.
3rd Annual Real Estate Outlook Event
The Alternative Investment Group’s 3rd Annual Real Estate Outlook conference brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening kicks off with a broad view of real estate market trends from a leading real estate economist. The panel then follows with actionable ideas from allocators and investors in public and private markets pursuing debt and equity strategies.
Midyear Market Outlook Roundtable
This event is a chance to hear a panel of distinguished Strategist discuss and debate their outlooks for the markets. In addition, this mid-year event can also serve as chance to reflect on first half of the year and what it means for the future—looking at the new administration, the Federal Reserve interest rate moves and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFANY member to evaluate. This event is a chance to hear buyside strategists, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should be considering in forming their views about where to place capital and how to put it to work.
Private Wealth Management Group Meeting
The Private Wealth Management 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. The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups. The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.
The Power of Sentiment Extremes in Predictive Analytics
This meeting will be presented in two parts. The first segment is titled: Utilizing Machine Learning & Neural Networks for Company Valuation and the second part of the presentation will cover The Power of Crowd Behavior in Predictive Analytics. Parallax Financial Research CEO Kris Kaufman will explore two applications of advanced quantitative analysis covering both the search for value and the measurement of market behavior.
Sustainable Investing Thought Leadership Group Meeting
This committee 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.
Regulation & Market Integrity Thought Leadership Group Meeting
The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical way so that you can benefit and profit. The kick-off meeting will focus on discussing areas of mutual interest, planning events for the upcoming year and making new friends.
CFANY Investment Strategy Roundtable®
The CFANY Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign outcome, movements in rates and currency markets, China hard landing fears, or digging into details on volatility strategies and discussing market technicals, you’ll be sure to find a fresh perspective from joining our discussion. Guided by a formal cross-market agenda and slide deck, the group traverses topics from a macro perspective, drilling down into specific areas of interest to our group’s portfolio managers, traders, analysts, and academics. The roundtable’s composition is quite diverse, which ensures a lively interaction that is guaranteed to both educate and challenge you and bring to light myriad useable trading strategies.
High Yield Bond Master Class & 27th Annual High Yield Bond Conference
This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners, providers of services to high yield managers, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios.
Evolution of Finance
The financial services industry is in the midst of rapid change. Disruptive business models, regulatory pressures, increasing disintermediation, and shifting customer preferences are rapidly changing the ways in which financial services are structured, delivered and consumed. The Young Leaders Group has assembled a panel of 5 high impact finance professionals who have the pedigree and background to discuss the evolution / future state of the industry.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
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!
Veteran Transition Boot Camp — Spring 2017
Finance 101: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught. Close with how to become more educated, i.e. MBA vs. CFA.
The Cyber Security Threat and How Money Managers Can Protect Themselves
This event will explore a critical issue facing money managers–cyber security–and what they can do to protect themselves. Managers need to understand the broad range of threats as they are only as good as the weakest link in the financial ecosystem. The discussion will be led by subject matter experts from the FBI, DTCC, technology firms, compliance specialists and money managers.
July 2017
Part II: Veteran Transition Boot Camp — Spring 2017
Finding the Right Fit and Managing Expectations: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives.
Part III: Veteran Transition Boot Camp — Spring 2017
Resume Conversion: Do’s, Don’ts, Pitfalls and Transferable Skills: How to convert a resume from military experience to one that catches a recruiter’s eye.
Part IV: Veteran Transition Boot Camp — Spring 2017
Effective Keys to Networking and Business Etiquette: How to network, who to network with, etiquette on rules of non-military engagement.
CFA Society New York Book Club: “The Frackers” by Gregory Zuckerman
How did we go from concerns around peak oil to a supply driven drop in O&G prices? What is horizontal drilling and hydraulic fracturing? How has the US become a major player in O&G potentially causing Saudi Arabia and Russia to cut production to keep prices elevated? Learn about the U.S. energy revolution and how 21st century wildcatters of America’s energy renaissance leveraged technology and managed risk to produce a stunning energy boom in the United States. This powerful book details how the U.S. private sector operates and the risks/rewards associated with the volatile energy sector. We look forward to seeing you at the June event to discuss this and other questions in more detail.
Performance and Risk Analytics Research Group Meeting
Performance and Risk Analytics Research Group Meeting Tuesday, July 11 6:30 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010, New York, NY 10036 Registration Deadline Wednesday, July 12 at 3pm Fees FREE | [...]
Part V: Veteran Transition Boot Camp — Spring 2017
Selling “You” in the Interview and Effective Follow Up: Interview basics, questions to ask / questions to answer, managing follow-up expectations.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters Thursday, July 13th 6:00 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010 New York, NY 10036 Fees FREE | Members Only Host CFANY Toastmasters Become the Speaker You Want to Be [...]
The Path to Earning the CFA Charter
Are you a candidate who just sat for the CFA exams in June? Are you thinking about embarking on your CFA journey? After passing Level III, writing up your four years of investment management experience is the next step to being awarded the charter. Attend this session to learn if your experience qualifies and get some handy tips on how best to write up your description.
Regulation & Market Integrity Thought Leadership Group Meeting
The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical way so that you can benefit and profit. The kick-off meeting will focus on discussing areas of mutual interest, planning events for the upcoming year and making new friends.
CFANY Investment Strategy Roundtable®
[CANCELLED — Next meeting will be held on Tuesday, August 15th.] The CFANY Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign outcome, movements in rates and currency markets, China hard landing fears, or digging into details on volatility strategies and discussing market technicals, you’ll be sure to find a fresh perspective from joining our discussion. Guided by a formal cross-market agenda and slide deck, the group traverses topics from a macro perspective, drilling down into specific areas of interest to our group’s portfolio managers, traders, analysts, and academics. The roundtable’s composition is quite diverse, which ensures a lively interaction that is guaranteed to both educate and challenge you and bring to light myriad useable trading strategies.
Sustainable Investing Group Meeting
Sustainable Investing Group Meeting Friday July 21, 2017 12:00 pm - 1:00 pm Register Now Location CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036 Registration Deadline Friday, July 21, 2017 @ 9am Fees FREE | Members Only [...]
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters Thursday, July 27th 6:00 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010 New York, NY 10036 Fees FREE | Members Only Host CFANY Toastmasters Become the Speaker You Want to [...]
PE Emerging Managers Case Studies—The Allocators Respond
Take part in an insider’s case-study discussion with allocators and gatekeepers to learn how private equity managers are evaluated. Using hypothetical, but realistic, case studies (handed out prior to the event) our moderator will pose questions to solicit candid feedback from the panel.
Veterans Roundtable Meeting
Veterans Roundtable Meeting Date Monday, July 31st, 2017 6:00 pm - 7:00 pm Location CFA NY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036 Registration Deadline Monday, July 31st at 3:00pm Event Overview FREE Members Only [...]
August 2017
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters Wednesday, August 2nd 6:00 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010 New York, NY 10036 Fees FREE | Members Only Host CFANY Toastmasters Become the Speaker You Want to [...]
Find Your CFA Society New York Niche: Interest Group Meet & Greet
Join us for this complimentary member event, where CFA Society New York will facilitate introductions with members of common interests. Learn just how vital Volunteer Groups are to the CFA NY community, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career, and the Society as a whole.
CFA NY Book Club: “The Second Machine Age” by Erik Brynjolfsson and Andrew McAfee
The CFA Society New York Book Club® meets monthly to discuss the selected book. No author is present and this is simply an opportunity to have a conversation around the material from the book. Past members have enjoyed building their investment and market knowledge along with meeting other CFA Society members.
The Value Investing Masterclass
Purpose: To provide fantastic investing presentations and an opportunity for members of the TIP community to network with each other and the speakers/panel members. Speakers: Wesley Gray; Tobias Carlisle; Preston Pysh.
Regulation & Market Integrity Thought Leadership Group Meeting
The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical way so that you can benefit and profit. The kick-off meeting will focus on discussing areas of mutual interest, planning events for the upcoming year and making new friends.
Investment Strategy Roundtable®
The CFANY Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign outcome, movements in rates and currency markets, China hard landing fears, or digging into details on volatility strategies and discussing market technicals, you’ll be sure to find a fresh perspective from joining our discussion. Guided by a formal cross-market agenda and slide deck, the group traverses topics from a macro perspective, drilling down into specific areas of interest to our group’s portfolio managers, traders, analysts, and academics. The roundtable’s composition is quite diverse, which ensures a lively interaction that is guaranteed to both educate and challenge you and bring to light myriad useable trading strategies.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters Wednesday, August 16th 6:00 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010 New York, NY 10036 Fees FREE | Members Only Host CFANY Toastmasters Become the Speaker You Want to [...]
Sustainable Investing Group Meeting
Sustainable Investing Group Meeting Friday, August 18th 12:00 pm - 1:00 pm Register Now Location CFANY Conference Center 1540 Broadway #1010, New York, NY 10036 Registration Deadline Friday, August 18th @ 9:00 am Fees FREE | Members Only [...]
Performance and Risk Analytics Research Group Meeting
Performance and Risk Analytics Research Group Meeting Wednesday, August 23rd 6:00 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010, New York, NY 10036 Registration Deadline Wednesday, August 23rd at 3pm Fees FREE | Members Only [...]
CFA NY 2017 Midyear Investment Professional Employment Outlook
CFA Society New York 2017 Midyear Investment Professional Employment Outlook will tackle various issues including job hunting strategies, common pitfalls in interviewing and how to avoid them, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes. Finally, the expert senior investment industry executive recruiters..
Business Management Group Meeting
Business Management Group Meeting Register for Meeting Registration Deadline: Tuesday, August 29th at 3:00 pm Date Tuesday, August 29th, 2017 5:30 pm - 7:00 pm Location CFA NY Conference Center 1540 Broadway Suite 1010 (45th St. Entrance) New York, NY 10036 Fees [...]
September 2017
Value Investing Group Meeting
The Value Investor Series harkens back to the founding of CFANY 80 years ago. It is the confluence of the worlds most prestigious investors, authors, academic experts and practitioners. Through seminars, the internet, social events and the annual Ben Graham Conference, this Series is re-establishing CFANY as the world's premier forum for investment thought leadership. In 2016, the Value Investor Series brought eight CFANY Author Series events, two social functions, four Financial Report and Analysis discussions, one hedge fund event and 10 Special Situation Ideas Forums to the CFANY community. The Annual Ben Graham Conference, created by vice-chair Elliot Trexler, brought together nearly 20 of the world's preeminent value investors as speakers—and managers of approximately $80Bn in assets under management—for a thoughtful discussion attended by nearly 200 CFANY members. The series is led by Michael Oliver Weinberg, CFA, CFANY's 2016 Volunteer of the Year, Most Outstanding Industry Committee and Asset Owner Series Award winner, as well as the Chair of the Value Investing thought leadership group. The Value Investing Group is co-run by three vice-chairs in Elliot Trexler whom spearheads the lecture series; Vishal Mishra, leading both the Special Situation Series and the forensic accounting series; and Andrew Kahn, head of the social series. Group Chair Michael Oliver Weinberg spearheads the acclaimed Annual Ben Graham Conference. The series also owes a tremendous thanks to the Board and staff of CFANY.
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters
Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters Wednesday, September 6th 6:00 pm - 7:30 pm Register Now Location CFANY Conference Center 1540 Broadway #1010 New York, NY 10036 Fees FREE | Members Only Host CFANY Toastmasters Become the Speaker You Want to [...]
Private Wealth Management Group Meeting
The Private Wealth Management 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. The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups. The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.
CFA Society New York Book Club®: “Age of Ambition: Chasing Fortune, Truth, and Faith in the New China” by Evan Osnos
The author of this impressive book on China provides a bottom up view of the country’s economic development over the past decade and offers compelling individual narratives on the promises and perils of its development model. Anyone who reads this will come away with a view on China different from what the headlines suggest.