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X-WR-CALDESC:Events for 天堂鸟先生
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DTSTART:20250309T070000
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DTSTART:20251102T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250702T180000
DTEND;TZID=America/New_York:20250702T193000
DTSTAMP:20250630T071400
CREATED:20241211T170045Z
LAST-MODIFIED:20241211T170045Z
UID:87209-1751479200-1751484600@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group聽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. \n聽JOIN THIS GROUP
URL:/event/institutional-asset-management-group-meeting-52/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250707T180000
DTEND;TZID=America/New_York:20250707T190000
DTSTAMP:20250630T071400
CREATED:20241016T173906Z
LAST-MODIFIED:20250205T160015Z
UID:86545-1751911200-1751914800@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:The Value Investing Group provides a forum for the application and modification of Benjamin Graham鈥檚 principles as well as for other value investment approaches. The group鈥檚 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. \nJOIN THIS GROUP \nThis month\, we鈥檙e hosting a 鈥榩itch meeting鈥� where participants are invited to prepare a 5-minute presentation on an asset of their choicePlease fill out this survey if you鈥檇 like to present: Survey
URL:/event/value-investing-group-meeting-20/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T080000
DTEND;TZID=America/New_York:20250708T090000
DTSTAMP:20250630T071400
CREATED:20250219T202940Z
LAST-MODIFIED:20250423T152156Z
UID:88191-1751961600-1751965200@cfany.org
SUMMARY:天堂鸟先生 Coffee Chat Series
DESCRIPTION:OverviewGym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! 天堂鸟先生 has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout 鈥� invest in your network.聽
URL:/event/cfa-society-new-york-coffee-chat-series-4/
LOCATION:天堂鸟先生\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T173000
DTEND;TZID=America/New_York:20250708T190000
DTSTAMP:20250630T071400
CREATED:20250403T194247Z
LAST-MODIFIED:20250403T201536Z
UID:89249-1751995800-1752001200@cfany.org
SUMMARY:Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe聽Wealth Management聽(WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise鈥攊t demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the 天堂鸟先生 Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group
URL:/event/wealth-management-group-meeting-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250709T173000
DTEND;TZID=America/New_York:20250709T203000
DTSTAMP:20250630T071400
CREATED:20250515T140212Z
LAST-MODIFIED:20250626T140538Z
UID:90124-1752082200-1752093000@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:OverviewJoin the Institutional Asset Management Group for their signature Midyear Market Outlook\, where leading strategists and asset managers will provide timely insights on key market drivers\, sector trends\, and macroeconomic themes. This annual forum equips attendees with a forward-looking perspective to help inform portfolio positioning and strategic decision-making through year-end and beyond. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | INTRODUCTION \n\n6:10 PM | PANEL DISCUSSION \nModerator \nLindsey Sichel Rubinstein\, Senior Executive & Managing Director\, Opus Capital Management LLC \nPanelists \nMarvin Loh\, Managing Director & Sr Global Market Strategist\, State Street Global Markets \nDaniel Manware\, Director of Strategic Insights. Nuveen Real Estate \nKatie Stockton\, CMT\, Founder & Managing Partner\, Fairlead Strategies \n\n7:20 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\n7:30 PM | NETWORKING RECEPTION \nSilver Sponsor:Bronze Sponsor:
URL:/event/midyear-market-outlook-7/
LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Student,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250709T180000
DTEND;TZID=America/New_York:20250709T193000
DTSTAMP:20250630T071400
CREATED:20250207T200424Z
LAST-MODIFIED:20250207T200424Z
UID:87950-1752084000-1752089400@cfany.org
SUMMARY:Veterans Roundtable
DESCRIPTION:Group DescriptionThe聽Veterans Committee of 天堂鸟先生\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote 天堂鸟先生 and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of 天堂鸟先生 and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute.  \nPart of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to 天堂鸟先生 members\, CFA Charterholders\, CFA program participants\, active-duty military service members\, and interested persons dedicated to CFA Institute mission and values. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:/event/veterans-roundtable-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250710T180000
DTEND;TZID=America/New_York:20250710T190000
DTSTAMP:20250630T071400
CREATED:20241105T154136Z
LAST-MODIFIED:20250626T134328Z
UID:86861-1752170400-1752174000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis聽Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nFeatured Speaker:Jonathan Labrey\, Chief Connectivity and Integrated Reporting Officer \nJonathan Labrey is Chief Connectivity and Integrated Reporting Officer at the IFRS Foundation\, leading the team responsible for the technical development and market adoption of the Integrated Reporting Framework and Integrated Thinking Principles. He has over 17 years of experience working in public policy\, corporate governance and regulation in the accountancy and corporate reporting fields. \nMr. Labrey was responsible for global policy and strategy at the IIRC from 2012-2021 and the Value Reporting Foundation from 2021-2022. He聽led the public affairs and policy team at the ICAEW from 2004-10. From 2010-2012 he was head of communications at the UK鈥檚 Financial Reporting Council. He graduated in Law from King鈥檚 College London and started his career in the UK Parliament as an advisor to several Members of Parliament.
URL:/event/financial-reporting-and-analysis-group-meeting-18/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250713T090000
DTEND;TZID=America/New_York:20250713T100000
DTSTAMP:20250630T071400
CREATED:20250409T164121Z
LAST-MODIFIED:20250502T191556Z
UID:89358-1752397200-1752400800@cfany.org
SUMMARY:Young Leader's Group Running Club
DESCRIPTION:OverviewRun with us on a high-energy Running Club designed for the New York City finance community to get out there and network鈥攁ll while improving health and wellness.聽This gathering takes place on Sundays\, bi-monthly\, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for our community to combine fitness with professional networking.
URL:/event/young-leaders-group-running-club-11/
LOCATION:Columbus Circle (Traffic Circle)\, 848 Columbus Cir\, New York\, NY\, 10019\, United States
CATEGORIES:CFA Society NY Event,Free for Members,Other Industry Event,Other Industry Events,Young Leaders
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250715T180000
DTEND;TZID=America/New_York:20250715T193000
DTSTAMP:20250630T071400
CREATED:20250107T174545Z
LAST-MODIFIED:20250611T134029Z
UID:87478-1752602400-1752607800@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the聽Alternative Investments Group聽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. \nIf you would like to participate in this group or attend industry events and networking opportunities聽join our LinkedIn Group. \n聽JOIN THIS GROUP
URL:/event/alternative-investment-group-meeting-32/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250716T180000
DTEND;TZID=America/New_York:20250716T193000
DTSTAMP:20250630T071400
CREATED:20250116T200413Z
LAST-MODIFIED:20250116T200413Z
UID:87643-1752688800-1752694200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon鈥檛 present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure聽into your verbal and written聽business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat鈥檚 in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle.聽To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.聽 Being persuasive and self-assured in meetings with colleagues and clients聽will improve your business results. \nHow does it work?\nDon鈥檛 worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or聽with聽a death grip on the podium.聽Our program is friendly not faultfinding\, and lets you improve at your pace.聽 The secret is practice聽first\, effectiveness later. 聽You will never learn to become a good public speaker from reading 鈥渉ow to鈥� books. 聽But you will love the applause following your speeches at Toastmasters聽and appreciate the value of constructive feedback. \nVisit our club today!\nYou won鈥漷 regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.聽 Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.聽 Check out a CFANY Toastmasters meeting to see how we can refine聽your stage presence! \nAdditional DetailsContinuing Education Credits 鈥� Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, 天堂鸟先生 is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:/event/com