BEGIN:VCALENDAR VERSION:2.0 PRODID:-//天堂鸟先生 - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:天堂鸟先生 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:20250907T090000 DTEND;TZID=America/New_York:20250907T100000 DTSTAMP:20250512T042643 CREATED:20250409T164749Z LAST-MODIFIED:20250502T191702Z UID:89366-1757235600-1757239200@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-15/ 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:20250909T173000 DTEND;TZID=America/New_York:20250909T190000 DTSTAMP:20250512T042643 CREATED:20250403T194413Z LAST-MODIFIED:20250403T201640Z UID:89253-1757439000-1757444400@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-6/ 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:20250909T180000 DTEND;TZID=America/New_York:20250909T190000 DTSTAMP:20250512T042643 CREATED:20241105T154214Z LAST-MODIFIED:20250307T173056Z UID:86862-1757440800-1757444400@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/financial-reporting-and-analysis-group-meeting-19/ 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:20250910T180000 DTEND;TZID=America/New_York:20250910T190000 DTSTAMP:20250512T042643 CREATED:20241211T173320Z LAST-MODIFIED:20241211T173541Z UID:87225-1757527200-1757530800@cfany.org SUMMARY:天堂鸟先生 Book Club: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott DESCRIPTION:OverviewThe 天堂鸟先生 Book Club庐 meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity \nAuthor: Kim Scott URL:/event/cfa-society-new-york-book-club-radical-candor-be-a-kick-ass-boss-without-losing-your-humanity-by-kim-scott/ LOCATION:天堂鸟先生\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming 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:20250910T180000 DTEND;TZID=America/New_York:20250910T193000 DTSTAMP:20250512T042643 CREATED:20250116T203108Z LAST-MODIFIED:20250116T203108Z UID:87655-1757527200-1757532600@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-97/ 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:20250910T180000 DTEND;TZID=America/New_York:20250910T193000 DTSTAMP:20250512T042643 CREATED:20250207T201023Z LAST-MODIFIED:20250207T201023Z UID:87959-1757527200-1757532600@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-8/ 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:20250917T180000 DTEND;TZID=America/New_York:20250917T193000 DTSTAMP:20250512T042643 CREATED:20250130T170020Z LAST-MODIFIED:20250130T170020Z UID:87788-1758132000-1758137400@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-40/ 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:20250919T120000 DTEND;TZID=America/New_York:20250919T130000 DTSTAMP:20250512T042643 CREATED:20250401T195635Z LAST-MODIFIED:20250402T171739Z UID:89212-1758283200-1758286800@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-43/ 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:20250921T090000 DTEND;TZID=America/New_York:20250921T100000 DTSTAMP:20250512T042643 CREATED:20250409T164855Z LAST-MODIFIED:20250502T191720Z UID:89368-1758445200-1758448800@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-16/ 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:20250925T173000 DTEND;TZID=America/New_York:20250925T203000 DTSTAMP:20250512T042643 CREATED:20250123T200135Z LAST-MODIFIED:20250219T141737Z UID:87737-1758821400-1758832200@cfany.org SUMMARY:Emerging Manager Summit DESCRIPTION:OverviewThe 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation\, collaboration\, and actionable insights\, the summit provides a unique platform for fund managers\, institutional investors\, and service providers to exchange ideas and strategies. As emerging managers navigate a competitive landscape characterized by evolving investor expectations and economic uncertainty\, this summit will explore the tools and partnerships necessary for long-term success. Attendees will gain critical perspectives on market trends\, investor priorities\, and operational excellence.聽 \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | INTRODUCTION \nAlton Crooks\, CFA\, Managing Principal\, Fidelis Capital/Chair\, Business Management Group聽 \n\n6:00 PM | KEYNOTE PRESENTATION SPEAKER \nRomulad Beneche\, CPA\, Director\, Alternative Investment Management Association聽聽 \n\n6:05 PM | PANEL DISCUSSION: 鈥淣AVIGATING THE FUNDRAISING LANDSCAPE: PERSPECTIVES FOR EMERGING MANAGERS鈥 \nModerator \nStephen J. Auresto\, Senior Vice President\, Business Development\, Ultimus Leverpoint聽 \nPanelists \nTBD \n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\n7:30 PM | NETWORKING RECEPTION \nLearning Outcomes聽 \n\nMarket Trends: Understand current trends in the fundraising environment for emerging managers\, including investor expectations and economic challenges.聽\nBest Practices: Gain actionable insights on operational excellence\, compliance\, and positioning for growth.聽\nNetworking Opportunities: Build relationships with investors\, peers\, and service providers who are shaping the future of asset management.聽\nStrategic Positioning: Learn how to effectively communicate your value proposition to potential investors and establish long-term partnerships.聽 URL:/event/emerging-manager-summit-3/ LOCATION:天堂鸟先生\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming ATTACH;FMTTYPE=image/png:/wp-content/uploads/2025/01/0925-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:20251001T180000 DTEND;TZID=America/New_York:20251001T193000 DTSTAMP:20250512T042643 CREATED:20241211T170236Z LAST-MODIFIED:20250130T200338Z UID:87212-1759341600-1759347000@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-55/ 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:20251001T180000 DTEND;TZID=America/New_York:20251001T193000 DTSTAMP:20250512T042643 CREATED:20250107T182043Z LAST-MODIFIED:20250107T182043Z UID:87495-1759341600-1759347000@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-43/ 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:20251006T180000 DTEND;TZID=America/New_York:20251006T190000 DTSTAMP:20250512T042643 CREATED:20241125T161648Z LAST-MODIFIED:20250205T160028Z UID:87041-1759773600-1759777200@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-28/ 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:20251008T180000 DTEND;TZID=America/New_York:20251008T193000 DTSTAMP:20250512T042643 CREATED:20250207T201049Z LAST-MODIFIED:20250207T201049Z UID:87960-1759946400-1759951800@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-9/ 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:20251014T173000 DTEND;TZID=America/New_York:20251014T190000 DTSTAMP:20250512T042643 CREATED:20250403T194448Z LAST-MODIFIED:20250403T201832Z UID:89255-1760463000-1760468400@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-7/ 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:20251015T180000 DTEND;TZID=America/New_York:20251015T193000 DTSTAMP:20250512T042643 CREATED:20250116T203152Z LAST-MODIFIED:20250116T203152Z UID:87652-1760551200-1760556600@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-98/ 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:20251015T180000 DTEND;TZID=America/New_York:20251015T193000 DTSTAMP:20250512T042643 CREATED:20250130T170121Z LAST-MODIFIED:20250130T170121Z UID:87789-1760551200-1760556600@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-41/ 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:20251017T120000 DTEND;TZID=America/New_York:20251017T130000 DTSTAMP:20250512T042643 CREATED:20250401T195835Z LAST-MODIFIED:20250402T171806Z UID:89216-1760702400-1760706000@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-44/ 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:20251021T180000 DTEND;TZID=America/New_York:20251021T193000 DTSTAMP:20250512T042643 CREATED:20250107T175324Z LAST-MODIFIED:20250107T175324Z UID:87480-1761069600-1761075000@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-34/ 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:20251022T173000 DTEND;TZID=America/New_York:20251023T210000 DTSTAMP:20250512T042643 CREATED:20250214T180013Z LAST-MODIFIED:20250214T183958Z UID:88106-1761154200-1761253200@cfany.org SUMMARY:Intro to Python for Business and Finance DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world鈥檚 tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python鈥檚 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. \nThis is Cognitir鈥檚 standard one-day Intro to Python course (7 hours of instruction) and may be broken up into several days. \nMember$419if registered by 09/22Non-Member$519if registered by 09/22Course Curriculum脳Course Curriculum\n\nIntroduction\n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\n\nPython Development Environments\n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\n\nData Structure Fundamentals\n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\n\nComparison Operators and Conditionals\n\nIf\, elif\, and else statements\n\n\nLoops\n\nFor loops\nWhile loops\n\n\nOther Useful Operators\n\nRange\nZip\nIn\nMin & max\nInput\n\n\nImporting Libraries\n\nOverview of common libraries\n\n\nBuilt-in Methods\n\nList methods\nString methods\nDictionary methods\n\n\nDebugging Code\n\nPrinting variables\nPylint\nUnittest\n\n\nIn-class Project\nWrap-Up and Summary\n\nCloseCourse Developers脳Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir脳About Cognitir\nCognitir聽(pronounced: cog-ni-teer)聽was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple:聽knowledge is a key ingredient in fostering innovation.聽If individuals can learn skills and problem solving techniques that help them solve the world鈥檚 toughest problems\, what types of innovation will the world experience?聽The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: None \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for any professionals who want to gain a hands-on introduction to Python. \nWhat This Course Offers\nA solid Python foundation\nHands-on Python programming experience\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences URL:/event/intro-to-python-for-business-and-finance/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251029T173000 DTEND;TZID=America/New_York:20251030T210000 DTSTAMP:20250512T042643 CREATED:20250214T180059Z LAST-MODIFIED:20250214T183224Z UID:88107-1761759000-1761858000@cfany.org SUMMARY:Intro to Data Science for Business and Finance (Advanced Python) - Cognitir DESCRIPTION:Please note that you must have introductory Python programming skills before attending this workshop. Cognitir offers an online Introduction to Python course that you can enroll in and complete if you don鈥檛 have basic Python skills. Our specific introductory Python course is not required; any introductory course is fine. You must have basic Python skills before the start of this data science workshop. \nOverviewA two-day virtual course\, Presented by Cognitir. \nThe 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. As a result\, financial companies have been on an innovation and technology push to create new\, disruptive technologies that can maximize use of these data assets to solve some of the industry鈥檚 toughest problems. \nThis two-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies including Generative AI. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \nMember$419if registered by 09/22Non-Member$519if registered by 09/22Course Curriculum脳Course Curriculum\n\nIntroduction to Data Science for Finance & Fintech\n\nWhat is data science\, why is it relevant to finance & fintech\nApplications of data science to finance & fintech industries\n\n\nThe Data Science Process\n\nWhat does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & recommendations\n\n\nOverview of the Most Common Data Science Methods\n\nSupervised vs. unsupervised learning\n\n\nClassification in Python for Finance & Fintech\n\nWhen to use classification tasks\nOverview and implementation of decision tree classification in Python to obtain better customer insights\nEvaluation of classification tasks using accuracy\, confusion matrices\, expected value\, etc.\nVisualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\nSelecting informative attributes via information gain and entropy analyses\n\n\nClustering in Python for Finance & Fintech\n\nWhen to use clustering tasks\nOverview and implementation of k-means clustering in Python to understand stock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\n\nBig Data for Finance\n\nWhat is big data and why is big data relevant to finance & fintech\nHow does big data relate to the concepts taught in this course\nOverview of most common big data technologies\n\n\nWrap-Up and Summary\n\nCloseCourse Developers脳Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world-renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir脳About Cognitir\nCognitir聽(pronounced: cog-ni-teer)聽was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple:聽knowledge is a key ingredient in fostering innovation.聽If individuals can learn skills and problem solving techniques that help them solve the world鈥檚 toughest problems\, what types of innovation will the world experience?聽The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: Introduction to Python or the equivalent \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWhat This Course Offers \n\nAn overview of data science methods relevant to finance and fintech\nExplanation of the hype around data science\, machine learning & big data\nHands-on Python programming experience\nUnderstanding of effective data visualization techniques using Python\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for professionals who want to gain a hands-on introduction to essential data science methods that are utilized in finance and fintech. URL:/event/intro-to-data-science-for-business-and-finance-advanced-python-cognitir-2/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251103T180000 DTEND;TZID=America/New_York:20251103T190000 DTSTAMP:20250512T042643 CREATED:20241016T174027Z LAST-MODIFIED:20250205T160032Z UID:86547-1762192800-1762196400@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-22/ 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:20251104T180000 DTEND;TZID=America/New_York:20251104T190000 DTSTAMP:20250512T042643 CREATED:20241105T154255Z LAST-MODIFIED:20250307T173206Z UID:86863-1762279200-1762282800@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/financial-reporting-and-analysis-group-meeting-20/ 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:20251105T173000 DTEND;TZID=America/New_York:20251106T210000 DTSTAMP:20250512T042643 CREATED:20240814T140426Z LAST-MODIFIED:20250214T182737Z UID:85549-1762363800-1762462800@cfany.org SUMMARY:Intro to Data Visualization and Business Analytics with Microsoft Power BI - Cognitir DESCRIPTION:There are no prerequisites for this course\, though some may find it helpful to have experience with Microsoft Excel and Power Query\, as Power BI uses similar formulas and frameworks. \nOverviewStrong data culture is a sine qua non for effective organizations in the digital age\, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally\, firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands\, often thriving in the dynamic markets and uncertain times we find ourselves in. When it comes to communicating such insights in service of a great mission or brand\, there are few things that can beat a striking data visualization. \nOver the course of a single day\, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome common data preparation obstacles\, and build an interactive dashboard they can publish to the web. \nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nAdditional DetailsWho Is This ForThis course is relevant for professionals who want to learn how to use the world鈥檚 leading data analytics and business intelligence software to turn data into strategic assets. \nWhat This Course Offers\nOverview of Business Analytics and Data Visualization\nProblem Solving Strategies\nEngaging Training Environment\nMicrosoft Power BI Fundamentals\nHands-On Experience\nSupport Beyond the Classroom URL:/event/intro-to-data-visualization-and-business-analytics-with-microsoft-power-bi-cognitir-2/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251105T180000 DTEND;TZID=America/New_York:20251105T193000 DTSTAMP:20250512T042643 CREATED:20241211T170305Z LAST-MODIFIED:20241211T170305Z UID:87213-1762365600-1762371000@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-56/ 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:20251112T180000 DTEND;TZID=America/New_York:20251112T190000 DTSTAMP:20250512T042643 CREATED:20241211T173858Z LAST-MODIFIED:20241211T173858Z UID:87227-1762970400-1762974000@cfany.org SUMMARY:天堂鸟先生 Book Club: Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together by Michael Morris DESCRIPTION:OverviewThe 天堂鸟先生 Book Club庐 meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together \nAuthor: Michael Morris URL:/event/cfa-society-new-york-book-club-tribal-how-the-cultural-instincts-that-divide-us-can-help-bring-us-together-by-michael-morris/ LOCATION:天堂鸟先生\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming 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:20251112T180000 DTEND;TZID=America/New_York:20251112T193000 DTSTAMP:20250512T042643 CREATED:20250116T203222Z LAST-MODIFIED:20250116T203222Z UID:87653-1762970400-1762975800@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-99/ 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:20251112T180000 DTEND;TZID=America/New_York:20251112T193000 DTSTAMP:20250512T042643 CREATED:20250207T201110Z LAST-MODIFIED:20250207T201110Z UID:87961-1762970400-1762975800@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-10/ 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:20251118T173000 DTEND;TZID=America/New_York:20251118T190000 DTSTAMP:20250512T042643 CREATED:20250403T194516Z LAST-MODIFIED:20250403T201954Z UID:89257-1763487000-1763492400@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-8/ 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:20251119T180000 DTEND;TZID=America/New_York:20251119T193000 DTSTAMP:20250512T042643 CREATED:20250130T170205Z LAST-MODIFIED:20250130T170205Z UID:87790-1763575200-1763580600@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-42/ 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 END:VCALENDAR