All Upcoming Events

NYSSA Investment Strategy Roundtable®

Monday February 27 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone soverei...

NYSSA Investment Strategy Roundtable®, Programs for Members, Seminar

NYSSA Toastmasters

Tuesday February 28 6:00 PM - 7:30 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

Accounting Case Studies

Monday March 6 2:00 PM - 5:00 PM •

Case Studies in Accounting Disasters “Accounting is the Rosetta Stone of business”, according to Mr. Warren Buffett. When asked about an accounting book recomm...

Value Investing

Wealth Management 2017

Tuesday March 7 - Wednesday March 8 • Loews Vanderbilt Hotel

The 2017 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of ...

Other Industry Events

Value Investing Group Meeting

Wednesday March 8 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Join us on March 8th to participate the planning of the 2017 value investing program schedule! We want your ideas and opinions as we craft this year&rs...

Committee Meeting, Interest Group Meetings, Value Investing

Factor Driven Investing

Thursday March 9 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview The benefits, risks and additional issues pertaining to factor investing. Description Discussion regarding the issues surrounding factor driven investin...

Private Wealth Management

NYSSA Toastmasters

Thursday March 9 6:00 PM - 7:30 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

CFA Institute Research Challenge Final Competition

Friday March 10 1:00 PM - 4:15 PM • NYSSA Conference Center

Description Watch the final four teams present their findings and recommendation on Dominion Resources, Inc. as they try to impress an expert panel of judges and become ...

Research Challenge

Business Management Interest Group Meeting

Wednesday March 15 6:00 PM - 7:30 PM • NYSSA Conference Center

We will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch an...

Business Management , Interest Group, Interest Group Meetings, Membership, Programs for Members, Seminar

ESG Risk Transparency for Better Investment Decisions

Thursday March 16 12:00 PM - 1:30 PM • NYSSA Conference Center

Program Overview Participants will learn about the material relevance of ESG risks and the need for the integration of ESG issues into all aspects of business. A brief ove...

Sustainable Investing

Sustainable Investing Thought Leadership Group Meeting

Friday March 17 12:00 PM - 1:15 PM • NYSSA Conference Center

About This Committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on curr...

Committee Meeting, Interest Group Meetings, Sustainable Investing

21st Annual Insurance Industry Conference

Monday March 20 - Tuesday March 21 • NYSSA Conference Center

In partnership with Raymond James, NYSSA's presents the 21st Annual Insurance Industry Conference. Agenda 21st Annual Insurance Conference | Day 1 | Monday, March 2...

Conference, Industry Conference, Programs for Members

NYSSA Investment Strategy Roundtable®

Tuesday March 21 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone soverei...

NYSSA Investment Strategy Roundtable®, Programs for Members, Seminar

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday March 21 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

NYSSA Toastmasters

Wednesday March 22 6:00 PM - 7:30 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

Gender Diversity as a Profitable Corporate Strategy

Thursday March 23 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview This is a part of Diversity and Inclusion Series to honor the women's history month and is also a kickoff event of Investors First Campaign 2017 ...

Sustainable Investing

Attracting Institutional Assets: The Importance of Operational Due Diligence

Thursday March 30 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Overview For fund managers seeking to attract assets from institutional investors, it is critical to understand the areas of potential risk to their business ope...

Business Management

2nd Annual Single Family Office Conference

Thursday April 6 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview The 2nd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspec...

Asset Owner Series, Industry Conference

2017 Spring ETP Forum

Friday April 7 • New York Athletic Club

Program Overview Now in its 5th year, The ETP Forum combines some of the brightest minds in Capital Management and Exchange-Traded-Products in front of a highly sophistica...

Other Industry Events

Private Wealth Management Group Meeting

Tuesday April 11 6:00 PM - 7:30 PM • NYSSA Conference Center

Program Overview Private Wealth Management Group meeting. Private Wealth Management Group Description The Private Wealth Management Group seeks to enrich and enable fina...

Interest Group Meetings, Private Wealth Management

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday April 18 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

NYSSA Investment Strategy Roundtable®

Tuesday April 18 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone soverei...

NYSSA Investment Strategy Roundtable®, Programs for Members, Seminar

Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills

Thursday April 20 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Africa is a continent with enormous potential and returns, but with significant pitfalls for investors.In this conference, we will explore legal and other...

Seminar

Sustainable Investing Thought Leadership Group Meeting

Friday April 21 12:00 PM - 1:15 PM • NYSSA Conference Center

About This Committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on curr...

Committee Meeting, Interest Group Meetings, Sustainable Investing

Financial Reporting and Analysis Today: Making the Process Easier, Faster & Better

Thursday May 4 6:00 PM - 8:30 PM • NYSSA Conference Center

Program Overview Structured financial reporting offers considerable value to investors today, additional improvements would increase its value considerably. Investors are ...

Financial Reporting and Analysis

NYSSA Investment Strategy Roundtable®

Tuesday May 16 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone soverei...

NYSSA Investment Strategy Roundtable®, Programs for Members, Seminar

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday May 16 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

Second Annual NYSSA GIPS Forum

Wednesday May 17 3:00 PM - 8:30 PM • NYSSA Conference Center

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on ...

Conference, Performance & Risk Analytics, Programs for Members

Sustainable Investing Thought Leadership Group Meeting

Friday May 19 12:00 PM - 1:15 PM • NYSSA Conference Center

About This Committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on curr...

Committee Meeting, Interest Group Meetings, Sustainable Investing

Value Investing Group Meeting

Wednesday June 7 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Value Investing Group meeting.  Group Overview The Value Investor Series harkens back to the founding of NYSSA 80 years ago.It is the confluence...

Committee Meeting, Interest Group Meetings, Value Investing

Private Wealth Management Group Meeting

Tuesday June 13 6:00 PM - 7:30 PM • NYSSA Conference Center

Program Overview Private Wealth Management Group meeting. Private Wealth Management Group Description The Private Wealth Management Group seeks to enrich and enable fina...

Interest Group Meetings, Private Wealth Management

2nd Annual Multi Family Office Conference

Thursday June 15 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspect...

Asset Owner Series, Industry Conference

Sustainable Investing Thought Leadership Group Meeting

Friday June 16 12:00 PM - 1:15 PM • NYSSA Conference Center

About This Committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on curr...

Committee Meeting, Interest Group Meetings, Sustainable Investing

Ben Graham Value Conference IV

Tuesday June 20 8:00 AM - 6:00 PM • Fordham University, 150 W. 62nd St. 10023

2017 Ben Graham Value Conference IV In this conference, in honor of NYSSA's 80th anniversary, we honor the legacy of Benjamin Graham, the founder of NYSSA, and one of the ...

Conference, Programs for Members, Value Investing

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday June 20 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

NYSSA Investment Strategy Roundtable®

Tuesday June 20 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone soverei...

NYSSA Investment Strategy Roundtable®, Programs for Members, Seminar

Save the Date: High Yield Bond Master Class

Wednesday June 21 11:00 AM - 4:30 PM • NYSSA Conference Center

Details This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit...

Portfolio & Risk Management, Seminar

Save the Date: 27th Annual High Yield Bond Conference

Thursday June 22 8:00 AM - 5:00 PM • NYSSA Conference Center

Details NYSSA’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will...

Portfolio & Risk Management, Seminar

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday July 18 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

2nd Annual Endowment and Foundation Chief Investment Officer Roundtable

Thursday July 20 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series, Industry Conference

ARPM Bootcamp

Monday August 14 - Saturday August 19 • New York University

6-DAY INTENSIVE QUANTITATIVE COURSE 14-19 Aug 2017, New York University  This 6-day intense course taught by Attilio Meucci provides broad pict...

Other Industry Events

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday August 15 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

Value Investing Group Meeting

Wednesday September 6 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Value Investing Group meeting.  Group Overview The Value Investor Series harkens back to the founding of NYSSA 80 years ago.It is the confluence...

Committee Meeting, Interest Group Meetings, Value Investing

Private Wealth Management Group Meeting

Tuesday September 12 6:00 PM - 7:30 PM • NYSSA Conference Center

Program Overview Private Wealth Management Group meeting. Private Wealth Management Group Description The Private Wealth Management Group seeks to enrich and enable fina...

Interest Group Meetings, Private Wealth Management

2nd Annual Private Bank and PWM Chief Investment Officer Roundtable

Thursday September 14 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series

3rd Annual National Pension Funds Conference

Monday September 18 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series, Industry Conference

Regulation & Market Integrity Thought Leadership Group Meeting

Tuesday September 19 6:00 PM - 7:00 PM • NYSSA Conference Center

The Committee’s focus includes analyzing changing regulatory and professional standard rules that affect portfolio management and financial analysis in a practical wa...

Interest Group, Interest Group Meetings, Market Integrity, Membership, Programs for Members, Seminar

Annual Dinner with Market Forecast

Tuesday October 3 5:00 PM - 9:00 PM • Mandarin Oriental Hotel

NYSSA’s annual dinner provides an excellent opportunity for networking and socializing with, as well as learning from, peers and advanced practitioners in the financi...

Membership, Networking Event

2nd Annual Single Employer Pension Conference

Thursday October 5 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series

2nd Annual Institutional Investment Consulting Roundtable

Thursday October 12 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series, Industry Conference

SAVE THE DATE—Third Annual Thinking Beyond the Transition for Veterans

Thursday November 2 6:00 PM • NYSSA Conference Center

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and ...

Conference, Programs for Members

Save the Date—5th Annual Global Infrastructure Conference

Friday November 3 • NYSSA Conference Center

Program Overview Infrastructure—be it transportation infrastructure such as roads, bridges and airports, or “midstream” energy like pipelines—is vi...

Conference, Global Investing

Private Wealth Management Group Meeting

Tuesday November 14 6:00 PM - 7:30 PM • NYSSA Conference Center

Program Overview Private Wealth Management Group meeting. Private Wealth Management Group Description The Private Wealth Management Group seeks to enrich and enable fina...

Interest Group Meetings, Private Wealth Management

2nd Annual Public Pension Funds Conference

Thursday November 16 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series

Value Investing Group Meeting

Wednesday December 6 6:00 PM - 8:00 PM • NYSSA Conference Center

Program Description Value Investing Group meeting.  Group Overview The Value Investor Series harkens back to the founding of NYSSA 80 years ago.It is the confluence...

Committee Meeting, Interest Group Meetings, Value Investing

Annual State of the Union Pension Funds

Thursday December 7 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a vi...

Asset Owner Series

  
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