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CFA Society New York Home

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Means More

Renew today or learn more about what CFA Society New York has to offer all
financial investment professionals.

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About Membership



GET INVOLVED

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Leadership Groups

Prof. Development

Upcoming Events

CFA Candidates

Watch

READ: State of the Society

READ: Strategic Planning, Member Perspectives

Members-Only Announcements

Become a Society Leader: Board, Committees, Interest Groups (Submission
Deadline: Nov. 5)

More information; Candidate application forms »

Cast Your 2021 CFA Society New York Volunteer Awards’ Ballot (Submission
Deadline: Nov. 12)

Submit your group and/or individual nominations now »


UPCOMING EVENTS

Industry Experts. Key Issues. Premium Events.

FEATURED EVENT
Virtual Conference
4th Annual Private Credit Outlook
text

MONDAY, FEBRUARY 28

Deleveraging and newly imposed regulatory restrictions have hindered traditional
bank lenders’ activity and restricted the capital available to many segments of
the US and global economies. This has created a tremendous opportunity for
alternative lenders to step in and fill the void. However, the market for
private credit remains highly fragmented and somewhat opaque, complicating
optimal entry points for many market participants.
Learning Outcomes:
 * Discuss the rise of private credit as an asset class
 * Understand different outcomes of private credit strategies for asset owners
 * Explore opportunities for managers in a competitive market

Thank you for the amazing response!
additional tickets
$10 Members | $40 Nonmembers
Virtual Conference
American Gas Association 2022 Luncheon Presentation


FRIDAY, MARCH 4
Presented by: Wall Street Prep
The American Gas Association, founded in 1918, represents more than 200 local
energy companies that deliver clean natural gas throughout the United States.
There are more than 76 million residential, commercial and industrial natural
gas customers in the U.S., of which 95 percent — more than 72 million customers
— receive their gas from AGA members. This AGA luncheon and presentation will
focus on the role for natural gas in a sustainable energy future. Key regulatory
and legislative issues will be discussed.
A sponsored conference, presented by: American Gas Association
$10 Members | $40 Nonmembers
Virtual Conference
Post LIBOR: The Next Phase of the Transition


TUESDAY, MARCH 15
Presented by: Wall Street Prep
Leaders from across the industry share their expertise during the ongoing LIBOR
transition period. In a moderated discussion, panelists will address
implications for capital markets and asset management, share their observations
on the current process, and envision actionable strategies for firms to navigate
complex legal, methodological, and regulatory considerations in 2022 and beyond.
Hosted by: CFA NY's Financial Reporting and Analysis Group
$10 Members | $40 Nonmembers
More Events

State of the Society

A 2020 year-in-review at CFA Society New York, and a look ahead at 2021

Global Reach: Asset Owner Series

CFA Society New York Demonstrates Virtual Capacity, Possibilities Through
Collaboration with CFA Society Peru

Our flagship Asset Owner Series™ features the most influential asset owner and
investment consultant decision makers behind the institutions that direct global
markets with their investment choices.

Since its 2015 inception, Asset Owner Series™ events have hosted over 6,000
in-person attendees from around the world and featured over 300 speakers that
collectively represent organizations with over $70 trillion in fiduciary assets
under ownership or advisory.

If you’re driven to have a global impact, Asset Owner Series™ events are the
place to learn from the thought leaders that influence society.

In light of COVID-19, CFA Society New York created AOS Virtual Keynotes in
2020—presented in partnership with CFA Institute and CAIA Association—to ensure
CFA Society and CAIA members globally will still be able to access exclusive
asset owner and investment consultant perspectives.




Full Calendar—AOS Virtual Keynotes

Global Policymakers Series (GPS), presented quarterly, educates members of CFA
Society New York, and members of our sister societies, on global policy matters.


The financial consequences of the Great Recession led to historic changes in
monetary policy, marked by a substantial advancement in the regulation of banks
and financial markets overall. The impact of legislation produced in response to
the financial stresses brought on by COVID-19 is likely to be even more
impactful.

Such trends demonstrate just how valuable an understanding of global policy, and
changes in regulatory standards, is to financial professionals in managing their
careers and in offering quality client services. Through GPS, CFA Society New
York educates on both fronts, and does so through a lens devoid of any political
or ideological noise.



Learn how to

make a difference

in your career

—and the world.

The CFA Institute Certificate in ESG Investing gives you the knowledge you need
to manage investments with a focus on integrating environmental, social, and
governance factors. It can help you gain an edge in a fast-moving market.

You’ll develop expertise in a field in high demand by top firms worldwide and
become part of the solution to the top issues impacting our world.

Sign up and learn more here ⟶



Global Policymakers Series (GPS), presented quarterly, educates members of CFA
Society New York, and members of our sister societies, on global policy matters.


The financial consequences of the Great Recession led to historic changes in
monetary policy, marked by a substantial advancement in the regulation of banks
and financial markets overall. The impact of legislation produced in response to
the financial stresses brought on by COVID-19 is likely to be even more
impactful.

Such trends demonstrate just how valuable an understanding of global policy, and
changes in regulatory standards, is to financial professionals in managing their
careers and in offering quality client services. Through GPS, CFA Society New
York educates on both fronts, and does so through a lens devoid of any political
or ideological noise.




TAKE PART IN AN 80-YEAR LEGACY OF EXCELLENCE

Through generations of investment professionals, CFA Society New York has
remained steady as a leading forum for the investment community since 1937, and
a hub for objective, independent thought. Members benefit from exclusive
content, invaluable leadership opportunities and unparalleled access to a
network of industry leaders. Your membership supports the legacy of Benjamin
Graham—the father of value investing, and the founder of CFA Society New York.


About Us

Find us in the heart of Times Square

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714

Phone: (212) 541-4530




Contact Us




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