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Virtual Only

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

August 2021

Aug
3
Tue

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.

Find out more »
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Aug
4
Wed

Financial Modeling for the Oil & Gas Sector -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. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
4
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Aug
4
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
Aug
5
Thu

Collaborative Women in Investment Management (WIM) Presents: On the Same Page – WIM Quarterly Book Club, Featuring Vikram Mansharamani

Please join us for the Collaborative WIM quarterly book club event, hosted by CFA Society Orange County. Come prepared to chat in breakout sessions with your peers and participate in a live Q&A with Vikram Mansharamani.

Find out more »
Diversity & Inclusion Forum, Virtual Events & Programming
Aug
6
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Aug
10
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.

Find out more »
Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Aug
11
Wed

Financial & Valuation Modeling Virtual 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
Aug
16
Mon

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.

Find out more »
Business Management, Group Meeting, Virtual Events & Programming
Aug
17
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

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Aug
18
Wed

Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep

Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
18
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
Aug
20
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Aug
25
Wed

Financial & Valuation Modeling Virtual 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

September 2021

Sep
1
Wed

The Accounting of Cryptoassets: Understanding the Financial Reporting Implications of a New Asset Class

Join CFA Society New York for an evening of discussion on the mechanics of cryptocurrency management and valuation. Learn what financial professionals should consider when deciding whether to invest in companies that hold cryptoassets and become acquainted with the ways these assets can appear in reports and disclosures.

Find out more »
Conference / Seminar, Financial Reporting and Analysis, Fintech Thought Leadership Group, Virtual Events & Programming
Sep
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Sep
7
Tue

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.

Find out more »
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Sep
8
Wed

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Sep
8
Wed

CFA Society New York Book Club: A World Without Work

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, Group Meeting, Virtual Events & Programming
Sep
8
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
Sep
8
Wed

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Veterans, Virtual Events & Programming
Sep
9
Thu

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 »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Sep
10
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Sep
13
Mon

Value Investing Roundtable

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

Find out more »
Group Meeting, Value Investing, Virtual Events & Programming
Sep
14
Tue

Day in the Life Career Event Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Find out more »
Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Sep
15
Wed

Chinese Wealth Management Products, Safe as Cash

Do the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA community to discuss the current disclosure of WMPs within China and learn more about the complex risks in the seemingly simple area of cash and cash equivalents on the books of Chinese corporates.

Find out more »
Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
Sep
17
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Sep
20
Mon

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.

Find out more »
Business Management, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming
Sep
21
Tue

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.

Find out more »
Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Sep
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

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Sep
22
Wed

Financial & Valuation Modeling Virtual 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
Sep
22
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
Sep
23
Thu

Operational Due Diligence in 2021 and Beyond

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting, as well as adapting ODD models and investor relations (“IR”) processes to the new normal.

Find out more »
Business Management, Conference / Seminar, Virtual Events & Programming

October 2021

Oct
1
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Oct
4
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Veterans, Virtual Events & Programming
Oct
5
Tue

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.

Find out more »
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Oct
6
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.

Find out more »
Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Oct
6
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
Oct
12
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Oct
13
Wed

Financial & Valuation Modeling Virtual 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 »
Group Meeting, Other Industry Events, Virtual Events & Programming
Oct
13
Wed

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Oct
14
Thu

Value Investing Workshop with Andrew Kahn

Join the Value Investing interest group for a virtual lunch-and-learn featuring Andrew Kahn. Andrew will lead attendees on a journey through the history of value investing, discussing the life and work of Irving Kahn, one of the esteemed founders of CFA Society New York. Within this context, Andrew will examine the founding and investing style of Kahn Brothers Group, which Irving Kahn founded in the late 1970s. Attendees will also have the opportunity to see a selection of real-life investment methodology decisions made by the leadership team at Kahn Brothers Group. Learn how the past informs the present when you join in this exciting historical discussion.

Find out more »
Conference / Seminar, Value Investing, Virtual Events & Programming
Oct
15
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Oct
18
Mon

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.

Find out more »
Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Oct
19
Tue

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.

Find out more »
Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Oct
19
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

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Oct
20
Wed

Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep

Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Oct
20
Wed

Day in the Life Career Event Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Oct
20
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
Oct
21
Thu

Oil & Gas Midstream Industry Modeling – Wall Street Prep

This boot camp is an intensive instructor-led training program where trainees learn midstream oil and gas industry 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
Oct
28
Thu

CFA Society New York Book Club: Antifragile

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, Group Meeting, Virtual Events & Programming

November 2021

Nov
1
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Veterans, Virtual Events & Programming
Nov
2
Tue

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.

Find out more »
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Nov
3
Wed

Financial & Valuation Modeling Virtual 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
Nov
3
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Nov
3
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
Nov
4
Thu

M&A in the Wealth Management Industry

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.

Find out more »
Business Management, Conference / Seminar, Private Wealth Management, Virtual Events & Programming
Nov
5
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Nov
8
Mon

Value Investing Roundtable

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

Find out more »
Group Meeting, Value Investing, Virtual Events & Programming
Nov
9
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Nov
10
Wed

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Nov
15
Mon

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.

Find out more »
Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Nov
16
Tue

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.

Find out more »
Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Nov
16
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

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Nov
17
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
Nov
17
Wed

Day in the Life Career Event Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Nov
18
Thu

Presented in Partnership with Collaborative Women In Investment Management (WIM): 2022 Outlook for Female Leaders

Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative.

Find out more »
Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming
Nov
19
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

December 2021

Dec
1
Wed

CFA Society New York Book Club: Billion Dollar Loser

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, Group Meeting, Virtual Events & Programming
Dec
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Dec
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 »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Dec
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Dec
6
Mon

Financial & Valuation Modeling Virtual 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
Dec
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Veterans, Virtual Events & Programming
Dec
7
Tue

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.

Find out more »
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Dec
8
Wed

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Dec
13
Mon

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.

Find out more »
Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming
Dec
14
Tue

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, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Dec
14
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

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Dec
14
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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Committee Meeting, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Dec
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!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Dec
15
Wed

Day in the Life Career Event Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Dec
17
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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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
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