Virtual Only

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Virtual Only

Register for one of our online, virtual-based events. See upcoming event dates here.

June 2022

Jun
1
Wed

Financial & Valuation Modeling Boot Camp – Wall Street Prep

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jun
1
Wed

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Jun
1
Wed

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 »
Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Jun
2
Thu

What’s New in International Financial Reporting Standards

Our conference will review the current and prospective work programs of the IASB and ISSB and assess their impact on corporate reporting.  Additionally, our speakers will examine the rollout of European Single Electronic Format (ESEF), emerging ESG data standards, and the  similarities and differences between IFRS and U.S. GAAP.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
Jun
3
Fri

Quantitative Investing Group Meeting

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

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Free for Members, Group Meeting, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Jun
6
Mon

Veterans Roundtable Group Meeting

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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Free for Members, Group Meeting, Interest Group Meetings, Veterans, Virtual Events & Programming
Jun
9
Thu

CFA Society New York Book Club The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Jun
11
Sat

Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep

This boot camp is an instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jun
14
Tue

M&A Deal Structures: Key Concepts for Investment Bankers – Wall Street Prep

This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jun
15
Wed

Financial & Valuation Modeling Boot Camp – Wall Street Prep

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Jun
15
Wed

Excel Visual Basic (VBA) for Finance – Wall Street Prep

Unlock the Power of Excel VBA and Become the Office Superhero What You'll Learn Start Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines. Immediately Use VBA [...]

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jun
15
Wed

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 »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Jun
21
Tue

Modeling Multifamily Real Estate – Wall Street Prep

Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming
Jun
21
Tue

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. 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.

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Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Jun
21
Tue

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 members on their views and focuses.

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Group Meeting, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Jun
21
Tue

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.

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Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Jun
22
Wed

Alternative Investment 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.

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Alternative Investments, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Jun
24
Fri

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.

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Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Jun
27
Mon

Fintech Leadership Group Meeting

The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.

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Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Jun
29
Wed

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 »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

August 2022

Aug
9
Tue

CFA Society New York Book ClubNoise: A Flaw in Human Judgment

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

Find out more »
Book Club & Author Series, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

October 2022

Oct
6
Thu

CFA Society New York Book Club The Death of the Banker: The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

Find out more »
Book Club & Author Series, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming

December 2022

Dec
7
Wed

CFA Society New York Book Club Winning Now, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

Find out more »
Book Club & Author Series, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming
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