BEGIN:VCALENDAR VERSION:2.0 PRODID:-//天堂鸟先生 - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL: X-WR-CALDESC:Events for 天堂鸟先生 REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250707T180000 DTEND;TZID=America/New_York:20250707T190000 DTSTAMP:20250707T121822 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:20250707T121822 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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2025/02/coffee-NEW-CFANY-Web-Tile.png GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=天堂鸟先生 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250708T173000 DTEND;TZID=America/New_York:20250708T190000 DTSTAMP:20250707T121822 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250709T173000 DTEND;TZID=America/New_York:20250709T203000 DTSTAMP:20250707T121822 CREATED:20250515T140212Z LAST-MODIFIED:20250701T204829Z 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 \nLeo Schmidt\, CFA\,聽River Eddy Capital Management \n\n6:05 PM | PANEL DISCUSSION \nModerator \nLindsey Sichel Rubinstein\, Senior Executive & Managing Director\, Opus Capital Management LLC \nPanelists \nJohn Barr\,聽Managing Director\, EVP\, Portfolio Manager\,聽Needham Funds \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 \nLeo Schmidt\, CFA\,聽River Eddy Capital Management \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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2025/05/0617-NEW-CFANY-Web-Tile-2.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250709T180000 DTEND;TZID=America/New_York:20250709T193000 DTSTAMP:20250707T121822 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250710T180000 DTEND;TZID=America/New_York:20250710T190000 DTSTAMP:20250707T121822 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250713T090000 DTEND;TZID=America/New_York:20250713T100000 DTSTAMP:20250707T121822 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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2024/04/ChatGPT-Image-Apr-8-2025-03_30_11-PM-e1744142135124.png GEO:40.768055;-73.981902 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Columbus Circle (Traffic Circle) 848 Columbus Cir New York NY 10019 United States;X-APPLE-RADIUS=500;X-TITLE=848 Columbus Cir:geo:-73.981902,40.768055 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250715T180000 DTEND;TZID=America/New_York:20250715T193000 DTSTAMP:20250707T121822 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:20250707T121822 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-95/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250716T180000 DTEND;TZID=America/New_York:20250716T193000 DTSTAMP:20250707T121822 CREATED:20250130T165611Z LAST-MODIFIED:20250130T165611Z UID:87780-1752688800-1752694200@cfany.org SUMMARY:Investment Strategy Roundtable DESCRIPTION:Group DescriptionThe 天堂鸟先生 Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants鈥 expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP URL:/event/investment-strategy-roundtable-38/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable庐,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250718T120000 DTEND;TZID=America/New_York:20250718T130000 DTSTAMP:20250707T121822 CREATED:20250401T190431Z LAST-MODIFIED:20250402T171630Z UID:89199-1752840000-1752843600@cfany.org SUMMARY:Sustainable Investing Group Meeting DESCRIPTION:Group DescriptionThe聽Sustainable Investing Group聽provides a forum to advance the dialogue around the role of sustainable investing (SI) in today鈥檚 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.聽 \nJOIN THIS GROUP URL:/event/sustainable-investing-group-meeting-41/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250721T173000 DTEND;TZID=America/New_York:20250721T200000 DTSTAMP:20250707T121822 CREATED:20241211T153446Z LAST-MODIFIED:20250701T203501Z UID:87189-1753119000-1753128000@cfany.org SUMMARY:2nd Annual Outsourced CIO Event DESCRIPTION:OverviewAn Asset Owner Series鈩 Event \nThis Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear the investment views of several of the region鈥檚 most prominent professionals. \nAgenda5:30 PM |聽REGISTRATION \n\n5:50 PM |聽INTRODUCTION \nTBD \n\n6:00 PM |聽PANEL DISCUSSION \nModerator \nTBD \nPanelist \nChristopher Vella\, CFA\, CIO\, BNY Advisors \nPaul White\, CFP\, Family Office Relationship Executive\, The Vanguard Group \n\n7:00 PM |聽Q&A \n\n7:10 PM |聽CLOSING REMARKS \nTBD \n\n7:15 PM |聽NETWORKING RECEPTION URL:/event/2nd-annual-outsourced-cio-event/ LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming ATTACH;FMTTYPE=image/png:/wp-content/uploads/2024/12/outsource-NEW-CFANY-Web-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250727T090000 DTEND;TZID=America/New_York:20250727T100000 DTSTAMP:20250707T121822 CREATED:20250409T164159Z LAST-MODIFIED:20250502T191615Z UID:89360-1753606800-1753610400@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-12/ 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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2024/04/ChatGPT-Image-Apr-8-2025-03_30_11-PM-e1744142135124.png GEO:40.768055;-73.981902 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Columbus Circle (Traffic Circle) 848 Columbus Cir New York NY 10019 United States;X-APPLE-RADIUS=500;X-TITLE=848 Columbus Cir:geo:-73.981902,40.768055 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250729T120000 DTEND;TZID=America/New_York:20250729T130000 DTSTAMP:20250707T121822 CREATED:20250214T191346Z LAST-MODIFIED:20250701T202241Z UID:88124-1753790400-1753794000@cfany.org SUMMARY:2025 天堂鸟先生 Lunch & Learn Series DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nThis event will be open to non-members and students! Members are encouraged to bring a guest from outside the society.聽This event will be open to non-members and students! Members are encouraged to bring a guest from outside the society.聽 Featured Speaker:Andy Baehr\, CFA\, CAIA\, Head of Product and Research\, CoinDesk Indices \nAndy leads research and product development of digital asset indices and strategies at CoinDesk Indices\, bringing twenty-five years of global markets and investment management experience to help improve crypto trading and investing for everyone. Prior to joining CoinDesk\, Andy was a partner at Risk Premium Investments\, an alternative asset management firm serving institutions. Earlier\, he held leadership roles on derivatives desks at Credit Suisse\, BNP Paribas\, Morgan Stanley\, and Deutsche Bank\, focusing on options\, structured products\, and systematic strategies. Andy holds BA and MBA degrees from Columbia University. He is a CFA庐 charter holder and holds the CAIA designation. Since 2008\, Andy has served as a board member for Goodwill NYNJ. \nSponsor: URL:/event/2025-cfa-society-new-york-lunch-learns-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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2025/02/lunch-NEW-CFANY-Web-Tile-3.png GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=天堂鸟先生 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250804T180000 DTEND;TZID=America/New_York:20250804T190000 DTSTAMP:20250707T121822 CREATED:20241125T163136Z LAST-MODIFIED:20250205T160020Z UID:87050-1754330400-1754334000@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 URL:/event/value-investing-group-meeting-26/ 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:20250806T180000 DTEND;TZID=America/New_York:20250806T193000 DTSTAMP:20250707T121822 CREATED:20241211T170120Z LAST-MODIFIED:20250130T200202Z UID:87210-1754503200-1754508600@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-53/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250806T180000 DTEND;TZID=America/New_York:20250806T193000 DTSTAMP:20250707T121822 CREATED:20250107T182002Z LAST-MODIFIED:20250107T182002Z UID:87494-1754503200-1754508600@cfany.org SUMMARY:Performance & Risk Analytics Group Meeting DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It鈥檚 diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\,聽you can also聽join our聽LinkedIn Group.聽 \nJOIN THIS GROUP URL:/event/performance-risk-analytics-group-meeting-42/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250807T180000 DTEND;TZID=America/New_York:20250807T200000 DTSTAMP:20250707T121822 CREATED:20241119T153059Z LAST-MODIFIED:20250428T165412Z UID:86963-1754589600-1754596800@cfany.org SUMMARY:天堂鸟先生 Joint Happy Hour DESCRIPTION:OverviewPlease join the members of 天堂鸟先生 for our Joint Happy Hour at Mr. Purple. The Alternative Investments\, Career Development\, Institutional Asset Management\, Sustainable Investing\, and Young Leader鈥檚 Group are all collaborating for this unique get together. As summer approaches and vacations are planned\, it鈥檚 the perfect time to catch up with fellow members and discuss summer preparations/goals. The groups aim to offer a chance for all the member of these groups to comfortably gather\, connect\, and relax in a welcoming and enjoyable environment. URL:/event/cfany-joint-happy-hour/ LOCATION:Mr. Purple\, 180 Orchard St\, 15 FL\, New York\, NY\, 10002\, United States CATEGORIES:Alternative Investments,Career Development,CFA Society NY Event,Free for Members,Institutional Asset Management,Other Industry Events,Sustainable Investing,Young Leaders ATTACH;FMTTYPE=image/png:/wp-content/uploads/2024/04/JointHappy-Hour-1-e1722973202729.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250810T090000 DTEND;TZID=America/New_York:20250810T100000 DTSTAMP:20250707T121822 CREATED:20250409T164618Z LAST-MODIFIED:20250502T191631Z UID:89362-1754816400-1754820000@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-13/ 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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2024/04/ChatGPT-Image-Apr-8-2025-03_30_11-PM-e1744142135124.png GEO:40.768055;-73.981902 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Columbus Circle (Traffic Circle) 848 Columbus Cir New York NY 10019 United States;X-APPLE-RADIUS=500;X-TITLE=848 Columbus Cir:geo:-73.981902,40.768055 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250812T173000 DTEND;TZID=America/New_York:20250812T190000 DTSTAMP:20250707T121822 CREATED:20250403T194335Z LAST-MODIFIED:20250403T201610Z UID:89251-1755019800-1755025200@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-5/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T120000 DTEND;TZID=America/New_York:20250813T130000 DTSTAMP:20250707T121822 CREATED:20250605T210530Z LAST-MODIFIED:20250605T210530Z UID:90283-1755086400-1755090000@cfany.org SUMMARY:International Investment Group Meeting DESCRIPTION:Group DescriptionThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected\, investors must navigate geopolitical risks\, currency fluctuations\, and evolving regulations to uncover international opportunities. \nJOIN THIS GROUP URL:/event/international-investment-group-meeting-2/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,International Investments,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T180000 DTEND;TZID=America/New_York:20250813T193000 DTSTAMP:20250707T121822 CREATED:20250116T200459Z LAST-MODIFIED:20250116T200459Z UID:87644-1755108000-1755113400@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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-96/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T180000 DTEND;TZID=America/New_York:20250813T193000 DTSTAMP:20250707T121822 CREATED:20250207T201000Z LAST-MODIFIED:20250207T201000Z UID:87958-1755108000-1755113400@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-7/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250814T180000 DTEND;TZID=America/New_York:20250814T190000 DTSTAMP:20250707T121822 CREATED:20250610T170740Z LAST-MODIFIED:20250610T170740Z UID:90332-1755194400-1755198000@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 URL:/event/copy-of-financial-reporting-and-analysis-group-meeting-21/ 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250815T120000 DTEND;TZID=America/New_York:20250815T130000 DTSTAMP:20250707T121822 CREATED:20250401T190517Z LAST-MODIFIED:20250402T171707Z UID:89202-1755259200-1755262800@cfany.org SUMMARY:Sustainable Investing Group Meeting DESCRIPTION:Group DescriptionThe聽Sustainable Investing Group聽provides a forum to advance the dialogue around the role of sustainable investing (SI) in today鈥檚 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.聽 \nJOIN THIS GROUP URL:/event/sustainable-investing-group-meeting-42/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250819T180000 DTEND;TZID=America/New_York:20250819T193000 DTSTAMP:20250707T121822 CREATED:20250107T175156Z LAST-MODIFIED:20250107T175156Z UID:87479-1755626400-1755631800@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-33/ 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:20250820T180000 DTEND;TZID=America/New_York:20250820T193000 DTSTAMP:20250707T121823 CREATED:20250130T165715Z LAST-MODIFIED:20250130T165715Z UID:87781-1755712800-1755718200@cfany.org SUMMARY:Investment Strategy Roundtable DESCRIPTION:Group DescriptionThe 天堂鸟先生 Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants鈥 expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP URL:/event/investment-strategy-roundtable-39/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable庐,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250824T090000 DTEND;TZID=America/New_York:20250824T100000 DTSTAMP:20250707T121823 CREATED:20250409T164700Z LAST-MODIFIED:20250502T191646Z UID:89364-1756026000-1756029600@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-14/ 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 ATTACH;FMTTYPE=image/png:/wp-content/uploads/2024/04/ChatGPT-Image-Apr-8-2025-03_30_11-PM-e1744142135124.png GEO:40.768055;-73.981902 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Columbus Circle (Traffic Circle) 848 Columbus Cir New York NY 10019 United States;X-APPLE-RADIUS=500;X-TITLE=848 Columbus Cir:geo:-73.981902,40.768055 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250901T180000 DTEND;TZID=America/New_York:20250901T190000 DTSTAMP:20250707T121823 CREATED:20241016T173950Z LAST-MODIFIED:20250205T160024Z UID:86546-1756749600-1756753200@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 choice\nPlease fill out this survey if you鈥檇 like to present: Survey URL:/event/value-investing-group-meeting-21/ 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:20250903T180000 DTEND;TZID=America/New_York:20250903T193000 DTSTAMP:20250707T121823 CREATED:20241211T170159Z LAST-MODIFIED:20250130T200234Z UID:87211-1756922400-1756927800@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-54/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming END:VEVENT END:VCALENDAR