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UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 ARCHIVES: EVENTS » CFA SOCIETY NEW YORK Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations.UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. CIPM TRAINING SESSIONS » CFA SOCIETY NEW YORK Photo Galleries & Recaps. Special Offers. Wall Street Prep Courses. Society Initiatives. Diversity & Inclusion Forum. Wall Street Prep Courses. Event Space Rentals. Rental Information. CFA Candidates. GLOBAL POLICYMAKERS SERIES (GPS): SECOND QUARTER SUMMIT 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. CFA SOCIETY NEW YORK’S THOMAS BRIGANDI ANNOUNCED AS CFA Vice Chair Thomas Brigandi, CFA, was honored by CFA Institute—as part of the 2021 Society Awards Programme—with the Volunteer of theYear award for
VETERANS ROUNDTABLE GROUP MEETING » CFA SOCIETY NEW YORK The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and KAREN PETROU » CFA SOCIETY NEW YORK Karen Petrou. “The American Banker in 2012 dubbed Karen Petrou “the sharpest mind analyzing banking policy today – maybe ever.”. In 2017, the International Monetary Fund referred to her as “one of the most prominent non-governmental voices on financial regulation,” and, in 2018, Bloomberg described her as being“widely viewed by
JON HALE, PH.D., CFA » CFA SOCIETY NEW YORK Jon Hale focuses on ESG thought leadership and product strategy for Morningstar. Prior to 2021, Jon was Morningstar’s head of sustainable investing research. He directed the company’s research PAUL BENJAMIN, CFA, MD » CFA SOCIETY NEW YORK Join or Renew; Upcoming Virtual Events; Upcoming Events; Past Event Video Gallery; CFA Candidates; Job Board; Leadership Groups; EventSpace Rental
CAROLINE CAI, CFA » CFA SOCIETY NEW YORK Caroline Cai, CFA, Managing Principal, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, European and Emerging Markets FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
TIMOTHÉE JAULIN » CFA SOCIETY NEW YORK Timothée Jaulin oversees ESG Development & Advocacy for Amundi Asset Management and Special Operations for the Institutional Clients Division. He joined Amundi in 2012 as a Research Associate, and then contributed to the setting-up and development of the Investment Solutions team before being in charge of the coverage of supranationalentities globally.
ROBERT KOENIGSBERGER » CFA SOCIETY NEW YORK Mr. Koenigsberger is Founder, Chief Investment Officer and the Managing Partner of Gramercy. He founded Gramercy in 1998 with a vision for the firm to become a global, institutional investment management firm focused on emerging markets. Mr. Koenigsberger has 32 years of investment experience dedicated to emerging markets with aspecialization
DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New York FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
TIMOTHÉE JAULIN » CFA SOCIETY NEW YORK Timothée Jaulin oversees ESG Development & Advocacy for Amundi Asset Management and Special Operations for the Institutional Clients Division. He joined Amundi in 2012 as a Research Associate, and then contributed to the setting-up and development of the Investment Solutions team before being in charge of the coverage of supranationalentities globally.
ROBERT KOENIGSBERGER » CFA SOCIETY NEW YORK Mr. Koenigsberger is Founder, Chief Investment Officer and the Managing Partner of Gramercy. He founded Gramercy in 1998 with a vision for the firm to become a global, institutional investment management firm focused on emerging markets. Mr. Koenigsberger has 32 years of investment experience dedicated to emerging markets with aspecialization
DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New YorkJOIN OR RENEW
Your membership supports the work of CFA Institute in New York. Your membership provides you with a voice as we help raise the standard of investment management globally. CFA Society New York is a local financial community for those who lead the global investment management industry. Members receive a 10% discount on select KaplanProfessional
CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. EMERGING MANAGERS SUMMIT » CFA SOCIETY NEW YORK Overview. Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm. GLOBAL POLICYMAKERS SERIES (GPS): SECOND QUARTER SUMMIT 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. CFA SOCIETY NEW YORK’S THOMAS BRIGANDI ANNOUNCED AS CFA Vice Chair Thomas Brigandi, CFA, was honored by CFA Institute—as part of the 2021 Society Awards Programme—with the Volunteer of theYear award for
JON HALE, PH.D., CFA » CFA SOCIETY NEW YORK Jon Hale focuses on ESG thought leadership and product strategy for Morningstar. Prior to 2021, Jon was Morningstar’s head of sustainable investing research. He directed the company’s research PAUL BENJAMIN, CFA, MD » CFA SOCIETY NEW YORK Join or Renew; Upcoming Virtual Events; Upcoming Events; Past Event Video Gallery; CFA Candidates; Job Board; Leadership Groups; EventSpace Rental
CAROLINE CAI, CFA » CFA SOCIETY NEW YORK Caroline Cai, CFA, Managing Principal, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, European and Emerging Markets EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New York FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New YorkJOIN OR RENEW
Your membership supports the work of CFA Institute in New York. Your membership provides you with a voice as we help raise the standard of investment management globally. CFA Society New York is a local financial community for those who lead the global investment management industry. Members receive a 10% discount on select KaplanProfessional
CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 ARCHIVES: EVENTS » CFA SOCIETY NEW YORK Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations.UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. GLOBAL POLICYMAKERS SERIES (GPS): SECOND QUARTER SUMMIT 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. EMERGING MANAGERS SUMMIT » CFA SOCIETY NEW YORK Overview. Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm. CAROLINE CAI, CFA » CFA SOCIETY NEW YORK Caroline Cai, CFA, Managing Principal, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, European and Emerging Markets ROBERT KOENIGSBERGER » CFA SOCIETY NEW YORK CFA Society New York is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor BROOKS B. PRESTON » CFA SOCIETY NEW YORK Brooks B. Preston. Brooks Preston is a managing director in Macquarie Infrastructure and Real Assets with responsibilities for sustainable asset management, product development, and emerging markets strategy. Brooks has been an advising Macquarie on sustainability, emerging FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New York FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both INFRASTRUCTURE AS AN ASSET CLASS IN TODAY’S ENVIRONMENT Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. Integrating environmental, social and governance (ESG) considerations in to infrastructure investing will determine the ir stability and sustainability. Attendees from alldisciplines are
CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. LEGAL CANNABIS AND FINANCIAL SERVICES: WHAT INVESTORS NEED Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include t he Secure and Fair Enforcement (SAFE) Banking Act, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New YorkJOIN OR RENEW
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CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 ARCHIVES: EVENTS » CFA SOCIETY NEW YORK Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations.UPCOMING EVENTS
Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. 31st Annual Conference (General Session I & II & III) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. GLOBAL POLICYMAKERS SERIES (GPS): SECOND QUARTER SUMMIT 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. EMERGING MANAGERS SUMMIT » CFA SOCIETY NEW YORK Overview. Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm. CAROLINE CAI, CFA » CFA SOCIETY NEW YORK Caroline Cai, CFA, Managing Principal, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, European and Emerging Markets ROBERT KOENIGSBERGER » CFA SOCIETY NEW YORK CFA Society New York is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor BROOKS B. PRESTON » CFA SOCIETY NEW YORK Brooks B. Preston. Brooks Preston is a managing director in Macquarie Infrastructure and Real Assets with responsibilities for sustainable asset management, product development, and emerging markets strategy. Brooks has been an advising Macquarie on sustainability, emerging FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 EMERGING MANAGERS SUMMIT » CFA SOCIETY NEW YORK Overview. Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm. BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor NITHIN JOHNSON » CFA SOCIETY NEW YORK Nithin Johnson serves as a Director of Arcbridge Capital, the investment advisor to the Johnson family office, where he is also a family member. Arcbridge principally invests in controlling positions in US private enterprises, often entrepreneur or family owned, across the areas of healthcare, real estate development, and specialtymanufacturing.
MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
DOMINICK LUCCI » CFA SOCIETY NEW YORK Dominick Lucci is the Chief Investment Officer of Park Avenue Capital Management, a $1.4 billion single family office that manages the wealth of his family. Park Avenue Capital Management was founded by Mr. Lucci in 1992. Mr. Lucci travels extensively in search of undervalued securities and companies, and has interacted withthousands of
MARIA WEITZER, CFA » CFA SOCIETY NEW YORK Maria Weitzer, CFA, is Senior Investment Risk Manager at APG Asset Management US, a Dutch pension capital investment management firm and one of the largest public pension fund managers in the world. Maria is focused on analyzing, reviewing and providing approvals of investment opportunities across strategies and asset classes. Prior to APG DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New York FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFAMEMBERSHIPEVENTSCFA CANDIDATESPROFESSIONAL DEVELOPMENTGET INVOLVED Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. BEN GRAHAM VIII ANNUAL CONFERENCE » CFA SOCIETY NEW YORK This year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both EDWIN SCHLOSS » CFA SOCIETY NEW YORK Edwin Schloss. Edwin Schloss is a native New Yorker. He received his B.F.A. from the University of North Carolina School of the Arts where he majored in playwriting, so, naturally, he became a money manager. He studied security analysis at the New York Institute of Finance, and had the privilege of working with his father, the famed investor NITHIN JOHNSON » CFA SOCIETY NEW YORK Nithin Johnson serves as a Director of Arcbridge Capital, the investment advisor to the Johnson family office, where he is also a family member. Arcbridge principally invests in controlling positions in US private enterprises, often entrepreneur or family owned, across the areas of healthcare, real estate development, and specialtymanufacturing.
MATT ZLOTO » CFA SOCIETY NEW YORK Matt Zloto. Matt joined CreditSights in 2019 as a senior analyst focused on distressed and special situations. Prior to joining CreditSights Matt spent over eight years at Aurelius Capital Management, a hedge fund which focuses on legally driven distressed and special situation investments, first as an analyst and then as amanaging director.
LISA LONGINO, CFA » CFA SOCIETY NEW YORK Lisa Longino, CFA. Lisa Longino is Managing Director, Head of Portfolio Strategy. In this role, Lisa is responsible for developing the overall investment strategies for the General Account, management of internal and external asset managers and the CIO’s portfolio governance activities. In addition, to setting and implementingstrategic and
DOMINICK LUCCI » CFA SOCIETY NEW YORK Dominick Lucci is the Chief Investment Officer of Park Avenue Capital Management, a $1.4 billion single family office that manages the wealth of his family. Park Avenue Capital Management was founded by Mr. Lucci in 1992. Mr. Lucci travels extensively in search of undervalued securities and companies, and has interacted withthousands of
MARIA WEITZER, CFA » CFA SOCIETY NEW YORK Maria Weitzer, CFA, is Senior Investment Risk Manager at APG Asset Management US, a Dutch pension capital investment management firm and one of the largest public pension fund managers in the world. Maria is focused on analyzing, reviewing and providing approvals of investment opportunities across strategies and asset classes. Prior to APG ANDREW H. MOYAD » CFA SOCIETY NEW YORK Andrew H. Moyad. Andrew Moyad is a Senior Vice President and Program Lead for Vendor Risk Management at The Blackstone Group. In this role, he leads a team of risk professionals responsible for overseeing all phases of the vendor lifecycle at the firm, including risk assessments, control diligence, contract reviews, financial checks DIVYA MANKIKAR » CFA SOCIETY NEW YORK Divya Mankikar » CFA Society New York FINANCIAL FORUM. INDUSTRY LEADERS. GLOBAL PIONEERS. » CFA Ben Graham VIII Annual Conference. MON, JUNE 14 - FRI, JUNE 18. A week of daily events focusing on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. CFA SOCIETY NEW YORK CAREER CENTER » CFA SOCIETY NEW YORK CFA Society New York Career Center. Featured Opportunities at CFA Society New York. Chief Executive Officer. Inquiries: For confidential consideration, please email your resume and cover letter to CFANYCEOsearch@vettedsolutions.com or contact Vetted Solutions at +1 GLOBAL POLICYMAKERS SERIES (GPS): SECOND QUARTER SUMMIT 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. CAROLINE CAI, CFA » CFA SOCIETY NEW YORK Caroline Cai, CFA, Managing Principal, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, European and Emerging Markets EMERGING MANAGERS SUMMIT » CFA SOCIETY NEW YORK Overview. Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm. BRIAN RAUSCHER, CFA » CFA SOCIETY NEW YORK Brian Rauscher, CFA, is a Managing Director and Head of Global Portfolio Strategy and Asset Allocation at Fundstrat Global Advisors. He has been on Wall Street for over two decades. VALUE INVESTING WORKSHOP WITH ANDREW KAHN » CFA SOCIETY Join the Value Investing interest group for a virtual lunch-and-learn featuring Andrew Kahn. Andrew will lead attendees on a journey through the history of value investing, discussing the life and CURRENCY INVESTING: SOURCES OF RISK AND RETURN » CFA The Mesopotamian shekel, the first known form of currency, emerged nearly 5,000 years ago. Today, the foreign exchange market is the largest financial market in the world, with a daily volume of $6.6 trillion, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. KAREN PETROU » CFA SOCIETY NEW YORK Karen Petrou. “The American Banker in 2012 dubbed Karen Petrou “the sharpest mind analyzing banking policy today – maybe ever.”. In 2017, the International Monetary Fund referred to her as “one of the most prominent non-governmental voices on financial regulation,” and, in 2018, Bloomberg described her as being“widely viewed by
CAROLE K. CRAWFORD, CFA » CFA SOCIETY NEW YORK Carole K. Crawford, CFA, is founder and Managing Partner of fincap360, developing venture portfolios for entrepreneurial family offices, often actively engaged with portfolio companies.Carole founded and chairs CFANY’s Fintech Thought Leadership Group. Focused on discussion and member participation across all career levels, the Group’s programming has attracted 1/3 of CFANY’s members.Skip to content
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Industry Experts. Key Issues. Premium Events.CFANY ANNUAL DINNER
Nearing Capacity — Register Now CFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries … Wednesday, Oct 30 | 5:30-9:00pmSee Event Page
PRIVATE WEALTH MANAGERS, SUCCESSION PLANS: HANDING OFF THE BATON In-Person & Livestream Options Available Age demographics & structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice.We aim …
Thursday, Oct 17 | 5:30-8:00pmSee Agenda
ETF SYNAPSE CONFERENCE 2019 Co-Hosted by Nasdaq and CFANY Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education … Friday, Nov 22 | 8:00am-5:00pmLearn More
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ASSET OWNER SERIES™ AT CFANY Our flagship Asset Owner Series™features the most
influential asset owners and decision makers behind the institutions and funds that direct global markets with their investment choices.AOS_horizontal Since its 2015 inception, Asset Owner Series™ events have hosted over 6,000 attendees from around the world. If you’re driven to have a global impact, Asset Owner Series™ events are the place to learn from the thought leaders that influencesociety.
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CFANY ANNUAL DINNER 2019 CFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.Find out more »
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4TH ANNUAL ENDOWMENT & FOUNDATION CIO ROUNDTABLE The 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and marketengagement.
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TAKE PART IN AN 80-YEAR LEGACY OF EXCELLENCE Through generations of investment professionals, CFANY 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
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