CFA Society New York

CFANY is a financial services forum and provider of professional education and career development to

CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate in North America. In addition to delivering more than 200 event

08/18/2024

Get the inside scoop on CFA Institute's cutting-edge research! 🔍

Paul Andrews, the head of CFAI's research department, will share the latest findings and future trends.

Click here to Listen https://bit.ly/3scjmJe

08/16/2024

Mark your calendars!

Join us at Ascent Lounge for CFA Society New York's Annual Celebration! Network, learn, and celebrate 87 years of excellence.

📅 Date: October 24, 2024
⏰ Time: 6:00 - 8:00 PM�
📍 Location: Ascent Lounge

Register to attend here: https://bit.ly/4clSNCA

08/15/2024

Studying for the CFA Level I exam? You're not alone! Join CFA Society New York for a prep event featuring expert insights from Kaplan Schweser and industry pros. Learn insider secrets, network with fellow candidates, and discover the benefits of CFA Society New York membership.

Register by Aug 30th! https://bit.ly/4cwueTw

08/14/2024

Are you prepared to help clients meet their sustainable investing goals?

70% of investors have an interest in ESG investing. Meet the growing demand and become the in-house expert on ESG with the Certificate in ESG Investing.

Get the CFA Institute Certificate in ESG Investing

Register here: https://bit.ly/4dLZEXb

08/13/2024

As summer winds down, it's the perfect time to catch up, share goals, and relax in a welcoming atmosphere with fellow members.

Connect, unwind, and have a great time with members of the Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group at our third Joint Happy Hour.

Don’t miss out on this unique opportunity to network and socialize!

📅 Date: August 21, 2024
⏰ Time: 6:00 - 8:00 PM
📍 Location: Mr. Purple, NYC

See you there! 🍹

08/11/2024

Want to know what the future holds for ESG?

Join us for a conversation with ESG expert Romina Reversi. She'll share insights on the latest trends and pinpoint top-performing subsectors.

Tune in today - https://bit.ly/3scjmJe

08/04/2024

🎙️ New Podcast Episode! 🎙️

Enjoy an insightful conversation with Marvin Loh of State Street Global Advisors as he shares his thoughts on currencies, interest rates, and the stresses of election seasons. Don't miss this engaging and timely discussion!

🔊 Listen Now: https://cfany.org/compound-insights/

07/31/2024

Yogesh Unecha, CFA, with his new CFA

07/31/2024

Isaac Schuman, Renil Thomas James and Jaaber Saidi with their new CFAs

07/31/2024

Emily Thomas, Morgan Stanley Wealth Management, and Susan Hutman at tonight's event

Photos from CFA Society New York's post 07/31/2024

Mila Skulkina, CFA, of Lord, Abbett & Co, LLC, and Girish Massand, CFA, of BNY Mellon, speak to the group

Photos from CFA Society New York's post 07/31/2024

Networking time at the start of the event

07/31/2024

Couldn't make our event tonight? Follow this post for pictures and updates!

Tag us in your photos and use these hashtags so we can like and repost:

07/31/2024

Have you renewed your membership yet?

Time is running out. Today is the final day to renew your membership. Renew by 11:59 PM to keep your benefits.

https://bit.ly/3S1E6gO

07/29/2024

Time is running out to renew your CFA Society New York membership! Don’t miss out on the valuable resources and connections that come with being a member.

To avoid lapsing your membership with CFA Society New York for the 2024-2025 membership year, take five minutes to complete your renewal by 31 July 2024.

07/28/2024

💡 Thinking Ahead: Future Wealth Management Clients 💡
Curious about the future of wealth management? Don’t miss our chat with Yelena Melamed, co-founder of Catchlight, as she shares her vision for future clients.

Click here to Listen: https://cfany.org/compound-insights/

Photos from CFA Society New York's post 07/27/2024

Pictures from the “Debating Dividends and Their Impact on Stocks,” which was held on July 17, 2024. We sincerely appreciate the opinions and ideas shared by all presenters. Special thanks to Martin Fridson, CFA for organizing this event.

07/24/2024

📅 Save the Date! 📅

We’re excited to announce an upcoming event you won’t want to miss! Join us on September 24th for AOS ESG Conference/Climate Week.

Stay tuned for more details – mark your calendars and get ready for a great event!

🗓️ Date: September 24th, 2024
🕒 Time: 8:00 AM - 5:00 PM
📍 Location: CFA Society New York

# Finance

07/23/2024

🌟 Why Become a Member? 🌟

At CFA Society New York, you'll unlock a world of exclusive benefits! Gain access to professional community of over 10,000 members, networking opportunities, and access to our online job board to name a few. Join us today to access your benefits!

https://bit.ly/4bUXjrz

07/22/2024

📢 Major Changes for Sharia Bonds 📢

Join us for an insightful conversation with Patrick Drum from Saturna Capital! Discover the macro changes and research challenges presented by Sharia bonds.

Click here to Listen: https://bit.ly/3scjmJe

07/19/2024

MEMBERSHIP EXCLUSIVE:

It’s time to invest in the power of connection at CFA Institute LIVE 2025 in Chicago. CFA Society New York members receive exclusive access to register now through 31 August.

Secure your seat today: https://cfainst.is/CFAInstituteLIVE

07/18/2024

It’s true!

You do not have to be a CFA Charterholder to join CFA Society New York. Become a part of a vibrant community of professionals dedicated to excellence.

Become a professional or candidate member today!
https://bit.ly/3xxJilv

07/16/2024

Act now – registration closing soon

Join us for an exclusive Oxford-style debate featuring renowned experts who will explore the impact of dividends on stock prices. Don’t miss this opportunity to gain insights from leading thinkers in the field.

Come ready to participate as we'll poll attendees before and after the debate to see which side you agree with more. Hear cutting-edge research and let your voice be heard!

📆 July 17, 2024 | 🕓 6:00 - 8:00 p.m.

Presenters:

Don Chew Jr., Founding Editor & Editor-in-Chief, Journal of Applied Corporate Finance

Daniel Peris, CFA, Ph.D, Senior Portfolio Manager, Federated Hermes

Christopher D’Agnes, CFA, Partner & Portfolio Manager, Hamlin Capital Management, LLC

Registration closes today at 6 p.m.; reserve your spot now.
https://bit.ly/3RMnr0j

07/15/2024

As a member of CFA Society New York, you have access to a wealth of professional development courses, events, mentorship networking opportunities, and more. Don’t miss out on these opportunities to continue setting the standard for professional excellence with CFA Society New York.

Your continued membership provides you with the resources you need to stay ahead. Renew your membership today!

Visit https://bit.ly/3S1E6gO to renew now!

07/14/2024

Tune In: Mongolian Capital Markets Update with Khulan Bat-Erdene

Don't miss out; Khulan Bat-Erdene provides an insightful update on the latest developments in Mongolian capital markets!

Dive deep into the metrics to explore the recent changes and trends in the Mongolian banking sector and capital markets. This is an invaluable opportunity to understand the current financial landscape.

Click here to Listen:https://bit.ly/3scjmJe

Photos from CFA Society New York's post 07/12/2024

We are thrilled to announce that the 11th Annual Ben Graham Conference was a tremendous success! 🌟 A huge thank you to everyone who attended and contributed to the vibrant atmosphere of learning and collaboration.

A special shoutout to our amazing staff, sponsors, and dedicated organizers - without your support and hard work, this event wouldn't have been possible. 🤝👏

Thank you for making the 11th Annual Ben Graham Conference an unforgettable experience.

📸 Check out the event pictures below to relive the moments! 📸

Stay tuned for more exciting events ahead!

07/09/2024

🚨 Last chance to register 🚨

Don't miss your opportunity to attend this year's Midyear Market Outlook! Join industry experts as they discuss the current financial markets and future outlook. Network with peers and gain valuable insights from leading panelists.

Moderator

Philip Taylor, CFA, President / Chief Analytics Officer, FinMason, Inc.

Panelists

Casey C. Clark, CFA, President & CIO, Rockefeller Asset Management
Marvin Loh, Senior Global Macro Strategist, State Street
Arne Noack, Head Systematic Investment Solutions, Americas, DWS
Rani Piputri, CFA, CAIA, Managing Director, Goldman Sachs Asset Management
Gillian Wolff, CFA, Global Equity Strategist, Bloomberg

Register today by 5:30 PM to secure your seat.
🔗 https://bit.ly/4cE2oVJ

Special Thank you to our event sponsors: ETF Global, FinMason, T-Mobile For Business, and by DWS Group

07/08/2024

🔔 Attention CFA Society New York members! It's the final month to renew your membership! Don't miss out on all the exclusive benefits and exciting events we have planned. Renew today and stay connected with our amazing community.

Visit https://bit.ly/3S1E6gO to renew now!

07/07/2024

Join us for an insightful conversation with Bob Elliott, CIO, as he discusses how AI is revolutionizing fee structures for alternative funds. Don’t miss this chance to learn about the future of low-cost investments!

🎧 Click here to Listen: https://bit.ly/3scjmJe

07/04/2024

CFA Society New York wishes you and your families a safe and happy 4th of July!

Want your business to be the top-listed Finance Company in New York?
Click here to claim your Sponsored Listing.

Videos (show all)

Get the inside scoop on CFA Institute's cutting-edge research! 🔍 Paul Andrews, the head of CFAI's research department, w...
Want to know what the future holds for ESG? Join us for a conversation with ESG expert Romina Reversi. She'll share insi...
🎙️ New Podcast Episode! 🎙️Enjoy an insightful conversation with Marvin Loh of State Street Global Advisors as he shares ...
Have you renewed your membership yet? Time is running out. Today is the final day to renew your membership. Renew by 11:...
💡 Thinking Ahead: Future Wealth Management Clients 💡Curious about the future of wealth management? Don’t miss our chat w...
📢 Major Changes for Sharia Bonds 📢Join us for an insightful conversation with Patrick Drum from Saturna Capital! Discove...
It’s true!You do not have to be a CFA Charterholder to join CFA Society New York. Become a part of a vibrant community o...
Tune In: Mongolian Capital Markets Update with Khulan Bat-ErdeneDon't miss out; Khulan Bat-Erdene provides an insightful...
Join us for an insightful conversation with Bob Elliott, CIO, as he discusses how AI is revolutionizing fee structures f...
🎙️ Podcast Alert: PE and VC Optimism Remains Amid UncertaintyJoin us for an enlightening conversation with Ashmi Mehrotr...
Compound Insights
🎙️ New Episode of the Compound Insights Podcast!📢 Which HYB Sectors are at Risk, and Safer, in the Current MarketJoin us...

Address


1540 Broadway
New York, NY
10036

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