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Virtual Only

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

October 2021

Oct
27
Wed

Centennial Speaker Series: Ted Seides on Capital Allocators- How the World’s Elite Money Managers Lead and Invest

Join us for an afternoon webinar between author Ted Seides as he discusses his new book, Capital Allocators, with Jonathan Brolin, founder and managing partner of Edenbrook Capital LLC, on this opaque corner of the investment landscape.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming
Oct
29
Fri

Introduction to Product Management – Cognitir

A recent Wall Street Journal article highlighted product manager as the new dream job for MBA students. A product manager is the conductor of the orchestra. He/she works cross-functionallywith engineering and design to identify new products to build as well as what features to add and remove from existing ones. Product managers interface a great deal with customers to try to understand their needs with the aim of building things that they actually want.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

November 2021

Nov
1
Mon

Introduction to SQL – Cognitir

Having a keen understanding of SQL is important as a great deal of corporate data is stored in tabular format . Being able to efficiently work with very large tables to access key information can help professionals add unprecedented value to their organizations as they can better answer various strategic questions after accessing such data. Such information can help organizations develop and sustain competitive advantages .

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Other Industry Event, Other Industry Events, Virtual Events & Programming
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.

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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
2
Tue

7th Annual Thinking Beyond the Transition for Veterans

Join our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.

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Conference / Seminar, Veterans, 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.

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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
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.

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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.

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Group Meeting, Value Investing, Virtual Events & Programming
Nov
9
Tue

Introduction to Python for Business and Finance — Cognitir

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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Other Industry Event, Other Industry Events, 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.

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

25th Annual Insurance Conference

The 25th Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
10
Wed

XBRL Investor Forum 2021: Data that Delivers

Good quality, granular, machine-readable data is driving greater automation, and producing more dependable and consistent outcomes for researchers, analysts, investors, corporate planners, auditors, regulators, and even standard setters. Structured financial statement data even makes fintech applications like Artificial Intelligence more reliable. Attend this free, half-day event to hear real-world case studies. Find out how corporate financial planners and SEC reporting managers are better able to benchmark against peers, and identify trends when preparing new ASU disclosures.

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Financial Reporting and Analysis, Other Industry Event, Other Industry Events, 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
11
Thu

Introduction to Data Science for Finance

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average.

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Other Industry Event, Other Industry Events, 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
15
Mon

Deciphering DeFi: Where Blockchain Meets Wall Street

Delve into the response of traditional centralized finance (CeFi) institutions, hear objective and diverse perspectives on the current state of DeFi innovation, and explore potential game changers that could impact DeFi’s scalability and adoption potential when you attend this discussion.

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Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming
Nov
16
Tue

2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit

This Asset Owner Series Virtual Summit will take a comprehensive look at topics directly affecting Latin American asset owners. Hear from international investors, asset managers and owners, and other experts on the most pressing issues facing Latin American investments today. Presenters will discuss political considerations on a regional and international scale, changing economic and regulatory policies that are impacting investment decisions, and ongoing risks and opportunities in a post-COVID environment. Learn how ESG trends and infrastructure needs could help determine the stability

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AOS Original, Asset Owner Series, Conference / Seminar, 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

2nd Annual Niche Investment Strategies Outlook

Learn how to evaluate and manage niche investment strategies, generate return premiums, and think outside the box of traditional investment norms when you attend this focused, thorough panel event addressing the outlook for niche investment strategies.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming
Nov
17
Wed

Day in the Life Career Series: Strategy & Corporate Development

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
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
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.

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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
Nov
30
Tue

4th Annual Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders’ activity and restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in and fill the void. However, the market for private credit remains highly fragmented and somewhat opaque, complicating optimal entry points for many market participants.

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Alternative Investments, Conference / Seminar, 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

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
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
9
Thu

Third Annual Secondaries Outlook

The Third Annual Secondaries Outlook will address emerging opportunities and innovations within this industry that have the potential to disrupt and shift the market over the next few years.

Find out more »
Alternative Investments, Conference / Seminar, 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.

Find out more »
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

Find out more »
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.

Find out more »
Committee Meeting, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Dec
15
Wed

7th Annual Real Estate Outlook: The State of Office Alternatives

After more than a year of working from home, owners, operators, tenants, and employees are all pondering what the future of office space will look like. This comprehensive discussion will explore how real estate stakeholders are balancing their needs with the anticipated return of the workforce: as summer wanes and fall approaches, a new reality will emerge that could impact the ongoing resilience of a historically critical asset class and the future of work as we know it.

Find out more »
Alternative Investments, Conference / Seminar, 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!

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

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

January 2022

Jan
27
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
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