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DTSTART;TZID=America/New_York:20251118T173000
DTEND;TZID=America/New_York:20251118T190000
DTSTAMP:20250709T234500
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:20250709T234500
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251120T120000
DTEND;TZID=America/New_York:20251120T130000
DTSTAMP:20250709T234500
CREATED:20250515T200841Z
LAST-MODIFIED:20250515T201051Z
UID:90142-1763640000-1763643600@cfany.org
SUMMARY: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.
URL:/event/cfa-society-new-york-lunch-learn-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:20251121T120000
DTEND;TZID=America/New_York:20251121T130000
DTSTAMP:20250709T234500
CREATED:20250401T200010Z
LAST-MODIFIED:20250402T171831Z
UID:89218-1763726400-1763730000@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-45/
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:20251201T180000
DTEND;TZID=America/New_York:20251201T190000
DTSTAMP:20250709T234500
CREATED:20241125T162356Z
LAST-MODIFIED:20250205T160036Z
UID:87047-1764612000-1764615600@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-29/
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:20251203T180000
DTEND;TZID=America/New_York:20251203T193000
DTSTAMP:20250709T234500
CREATED:20241211T170339Z
LAST-MODIFIED:20250130T201955Z
UID:87214-1764784800-1764790200@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-57/
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:20251203T180000
DTEND;TZID=America/New_York:20251203T193000
DTSTAMP:20250709T234500
CREATED:20250107T182237Z
LAST-MODIFIED:20250107T182237Z
UID:87503-1764784800-1764790200@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-44/
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:20251203T180000
DTEND;TZID=America/New_York:20251203T193000
DTSTAMP:20250709T234500
CREATED:20250116T203242Z
LAST-MODIFIED:20250116T203242Z
UID:87654-1764784800-1764790200@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-100/
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:20251209T080000
DTEND;TZID=America/New_York:20251209T090000
DTSTAMP:20250709T234500
CREATED:20250515T202411Z
LAST-MODIFIED:20250515T202411Z
UID:90150-1765267200-1765270800@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-8/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T173000
DTEND;TZID=America/New_York:20251209T190000
DTSTAMP:20250709T234500
CREATED:20250403T194546Z
LAST-MODIFIED:20250403T202522Z
UID:89259-1765301400-1765306800@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-9/
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:20251210T180000
DTEND;TZID=America/New_York:20251210T193000
DTSTAMP:20250709T234500
CREATED:20250207T201127Z
LAST-MODIFIED:20250207T201127Z
UID:87962-1765389600-1765395000@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-11/
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:20251211T180000
DTEND;TZID=America/New_York:20251211T190000
DTSTAMP:20250709T234500
CREATED:20250610T172927Z
LAST-MODIFIED:20250610T172927Z
UID:90336-1765476000-1765479600@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-23/
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:20251216T180000
DTEND;TZID=America/New_York:20251216T193000
DTSTAMP:20250709T234500
CREATED:20250107T175354Z
LAST-MODIFIED:20250107T175354Z
UID:87481-1765908000-1765913400@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-35/
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:20251217T180000
DTEND;TZID=America/New_York:20251217T193000
DTSTAMP:20250709T234500
CREATED:20250130T170327Z
LAST-MODIFIED:20250130T170327Z
UID:87791-1765994400-1765999800@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-43/
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:20251219T120000
DTEND;TZID=America/New_York:20251219T130000
DTSTAMP:20250709T234500
CREATED:20250401T200122Z
LAST-MODIFIED:20250402T171930Z
UID:89220-1766145600-1766149200@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-46/
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
END:VCALENDAR