Upcoming Programs

CAIA Test Prep Level I (Saturdays)

Saturday December 13 9:30 AM - Saturday February 14 12:30 PM • NYSSA Conference Center

Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classes for the CFA exam in the New York area. Now NYSSA also offers live, instructor-led ex...

CAIA Level I Preparation, Professional Development

CAIA Test Prep Level II (Saturdays)

Saturday December 13 2:00 PM - Saturday February 14 5:00 PM • NYSSA Conference Center

Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classes for the CFA exam in the New York area. Now NYSSA also offers live, instructor-led ex...

CAIA Level II Preparation, Professional Development

CFA® Level II Weekly Review – Session A Mondays

Monday January 5 5:45 PM - Monday May 11 9:00 PM • NYSSA Conference Center

  This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teac...

CFA Level II Preparation

CFA® Level III Weekly Review – Session A Tuesdays

Tuesday January 6 5:45 PM - Tuesday April 28 9:00 PM • NYSSA Conference Center

This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teaching ...

CFA Level III Preparation

CFA® Level I Weekly Review - Session A Thursdays

Thursday January 8 5:45 PM - Thursday May 7 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor Carl Crego, PhD, CFA. He will show you how to navigat...

CFA Level I Preparation, June CFA Level I Preparation

CFA® Level III Weekly Review – Session B Thursdays

Thursday January 15 5:45 PM - Thursday May 7 9:00 PM • Practising Law Institute

This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teaching ...

CFA Level III Preparation

Mexico Business Investment Forum at NASDAQ

Wednesday January 28 7:30 AM - 12:00 PM • NASDAQ

The US-Mexico Chamber of Commerce, NE Chapter is hosting an event at NASDAQ titled “The Mexico Business and Investment Forum.”  This conference w...

Conference, Other Industry Events, Programs for Members

American Gas Association Luncheon Presentation

Wednesday January 28 11:30 AM - 1:30 PM • NYSSA Conference Center

This event has been postponed due to weather. A new date will be announced soon. The American Gas Association, founded in 1918, represents more than 200 local energy c...

Environment, Seminar

2015 Investment Outlook

Wednesday January 28 4:30 PM - 7:15 PM • Bloomberg Headquarters

As the 2015 calendar year approaches, many investors are considering how changes in the global market environment will impact their investments and strategy. The collapse...

Conference, Programs for Members

CFA® Level II Weekly Review – Session B Wednesdays

Wednesday January 28 5:45 PM - Wednesday May 13 9:00 PM • NYSSA Conference Center

This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teaching ...

CFA Level II Preparation

NYSSA Career Chat™: How to Prepare for Your Next Job

Wednesday January 28 6:00 PM - 8:00 PM • NYSSA Conference Center

The event will cover topics such as Job Market Intelligence overall, the role of recruiters, the importance of networking, how to change your career path, and discussions ...

Career Development, NYSSA Career Chat™, Programs for Members, Seminar

Special Situations Ideas Forum

Thursday January 29 6:00 PM - 7:30 PM • NYSSA Conference Center

We will discuss Atlas Energy Group (ATLS) for our next Special Situations Group meeting. Targa Resources Corp. (TRGP) will acquire the midstream assets of ATLS for $9.12 in...

Programs for Members, Seminar, Value Investing

Sustainable Investing Committee Meeting

Friday January 30 8:00 AM - 9:00 AM • NYSSA Conference Center

Monthly Committee Meeting. About this committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today&rsquo...

Committee Meeting, Programs for Members, Sustainable Investing

CFA® Level I Weekly Review - Session B Saturdays

Saturday January 31 9:00 AM - Saturday May 2 1:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor Carl Crego, PhD, CFA. He will show you how to navigate the ...

CFA Level I Preparation, June CFA Level I Preparation

Research Analysts: Identify & Monitor a Stock's Critical Factors WEBINAR

Monday February 2 7:00 PM - Wednesday February 4 9:00 PM •

Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their univ...

Professional Development, Programs for Members

The Flattening of Wall Street Research

Tuesday February 3 8:30 AM - 10:30 AM • NYSSA Conference Center

Featuring Barry Ritholtz, CIO of Ritholtz Wealth Management, Bloomberg View Columnist  The creation and delivery of investment research has been caught betw...

Institutional Asset Management, Programs for Members, Seminar

NYSSA Toastmasters

Tuesday February 3 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

Alternative Investments Committee Meeting

Thursday February 5 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The committee provides a forum for the discussion and analysis of nontraditional investment approaches, including all for...

Alternative Investments, Committee Meeting, Programs for Members

Sustainable Investing Committee Meeting

Tuesday February 10 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Committee Meeting. About this committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today&rsquo...

Committee Meeting, Programs for Members, Sustainable Investing

Research Analysts: Apply Practical Valuation Techniques for More Accurate Price Targets WEBINAR

Tuesday February 10 7:00 PM - Thursday February 12 9:30 PM •

When generating price targets, analysts too often spend all of their effort on the financial forecast while leaving the valuation multiple as an afterthought, which can...

Professional Development, Programs for Members

Research Analysts: Master the Stock Call Techniques of Highly Experienced Analysts WEBINAR

Tuesday February 17 7:00 PM - Thursday February 19 9:30 PM •

Early in their career, many analysts make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a thorough valu...

Professional Development, Programs for Members

2nd Annual US-Mexico Real Estate Investment Summit

Thursday February 19 8:00 AM - 1:45 PM • The New York Athletic Club

The US-Mexico Chamber of Commerce NE Chapter, a non-profit business organization, and Inmobiliare, Mexico’s leading Real Estate magazine, are hosting their ...

Conference, Other Industry Events, Programs for Members

Career Development Committee Meeting

Thursday February 19 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly membership. About this committee The Career Development committee develops programs to help members excel during all stages of their careers and adjust to changes...

Career Development, Committee Meeting, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday February 19 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 sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

Research Analysts: Communicate Unique Stock Calls Successfully So Others Take Action WEBINAR

Monday February 23 9:00 AM - Wednesday February 25 12:00 PM •

Portfolio managers want unique forward-looking insights communicated in an easy-to-digest manner. And yet, in our study of PMs around the world, they criticize that ove...

Professional Development, Programs for Members

Private Wealth Panama Forum

Wednesday February 25 9:00 AM - 5:00 PM • Riu Plaza Panama

Panama’s leading Private Wealth Management Forum Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits...

Conference, Other Industry Events, Programs for Members

NYSSA Toastmasters

Wednesday February 25 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

NYSSA Friday Career Coffee™: Catapult your Career Forward by Using Persuasive Communication

Friday February 27 8:00 AM - 9:00 AM • NYSSA Conference Center

Do you wish you could be more influential at work? Do you want to know how to negotiate your next big salary, promotion or bonus? Do you want people to perk up and list...

Career Development, Friday Career Coffee®, Programs for Members, Seminar

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Monday March 2 7:00 PM - 10:00 PM •

Unseen psychological factors can negatively influence analysts when recommending stocks, revising earnings models, and writing research reports. Even the best stock picke...

Professional Development, Programs for Members

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Wednesday March 4 9:00 AM - 12:00 PM •

Is your daily workflow preventing you from gaining an edge in generating alpha? Distractions such as an overfilled inbox, non-stop news alerts and too many unnecessary c...

Professional Development, Programs for Members

CFA® Level I Primer: Intro to Quantitative Analysis

Sunday March 8 9:00 AM - 5:00 PM • NYSSA Conference Center

A topic candidates commonly struggle with, quantitative methods represent about 12% of the Level I exam.  Our day-long Introduction to Quantitative Investment An...

CFA Level I Preparation, June CFA Level I Preparation, Professional Development

Research Analysts: Identify & Monitor a Stock's Critical Factors WEBINAR

Monday March 9 9:00 AM - Wednesday March 11 11:00 AM •

Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their univ...

Professional Development, Programs for Members

Sustainable Investing Committee Meeting

Tuesday March 10 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Committee Meeting. About this committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today&rsquo...

Committee Meeting, Programs for Members, Sustainable Investing

NYSSA Toastmasters

Wednesday March 11 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

Financial Shenanigans: Detecting Accounting Gimmicks & Fraud in Financial Reports

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

Howard Schilit and Jeremy Perler will discuss accounting tricks that can allow companies to overstate their financial health, including revenues, profits, cash fl...

Programs for Members, Seminar, Value Investing

CFA® Level III 6-Week Sunday Condensed Review

Sunday March 15 9:00 AM - Sunday May 3 5:00 PM • NYSSA Conference Center

Pressed for time? We can get you prepared for the exam in six weeks. Instructor Nathan Ronen, CFA, will get you focused on the most important parts of the exam and pro...

CFA Level III Preparation, Condensed

CFA® Level I 6-Week Sunday Condensed Review

Sunday March 15 9:00 AM - Sunday May 3 5:00 PM • NYSSA Conference Center

Get thorough CFA instruction that works with your schedule. Take our 6-Week Sunday Condensed Review course. NYSSA’s experienced CFA instructor Carl Crego, P...

Condensed, June CFA Level I Preparation

19th Annual Insurance Conference

Monday March 16 8:00 AM - Tuesday March 17 4:00 PM • NYSSA Conference Center

2015 P/C: The S&P Insurance ETF KIE increased 6% in 2014 compared with the S&P 500 Index which increased 11%. Reinsurers were the best performing sub-sector, follow...

Conference, Industry Conference

Research Analysts: Apply Practical Valuation Techniques for More Accurate Price Targets WEBINAR

Monday March 16 9:00 AM - Wednesday March 18 11:00 AM •

When generating price targets, analysts too often spend all of their effort on the financial forecast while leaving the valuation multiple as an afterthought, which can...

Professional Development, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday March 19 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 sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

CFA® Level II 6-Week Saturday Condensed Review

Saturday March 21 9:00 AM - Saturday May 2 5:00 PM • NYSSA Conference Center

Pressed for time? We can get you prepared for the exam in six weeks. Instructor Nathan Ronen, CFA, will get you focused on the most important parts of the exam and pro...

CFA Level II Preparation, Condensed

Research Analysts: Master the Stock Call Techniques of Highly Experienced Analysts WEBINAR

Monday March 23 9:00 AM - Wednesday March 25 11:00 AM •

Early in their career, many analysts make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a thorough valu...

Professional Development, Programs for Members

NYSSA Toastmasters

Tuesday March 24 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

NYSSA Toastmasters

Wednesday April 8 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

Institutional Real Estate Latin America Forum: New York

Monday April 13 9:00 AM - Tuesday April 14 5:00 PM • The Sofitel Hotel

LatAm's Largest Real Estate Investor Gathering Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits, and ...

Conference, Other Industry Events, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday April 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 sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

NYSSA Toastmasters

Thursday April 23 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

68th CFA Institute Annual Conference

Sunday April 26 8:00 AM - Wednesday April 29 5:00 PM • Congress Center Messe Frankfurt

The flagship CFA Institute Annual Conference rotates continents each year and is one of the investment industry’s largest and longest-running educatio...

Conference, Other Industry Events, Programs for Members

Save the Date: Real Estate: Can the Momentum Continue?

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

Real estate has been one of the best performing asset classes during the last several years, yet institutional and individual investors remain underallocated to the sector....

Alternative Investments, Programs for Members, Seminar

Private Wealth Brazil Forum

Thursday May 14 9:00 AM - 5:00 PM • Renaissance Hotel

The Private Wealth Brazil Forum, organized by Latin Markets, is a Brazil focused international meeting for private bankers, UHNWIs, wealth managers, family busine...

Conference, Other Industry Events, Programs for Members

CFA® Level II 4-Day Boot Camp

Thursday May 14 9:00 AM - Sunday May 17 5:00 PM • NYSSA Conference Center

You’ve put in months of intensive studying—don’t let it go to waste. Right before the exam, take NYSSA’s 4-Day CFA Boot Camp. This comprehensive...

Boot Camp, CFA Level II Preparation

CFA® Level I 4-Day Boot Camp

Thursday May 14 9:00 AM - Sunday May 17 5:00 PM • NYSSA Conference Center

Are you ready for the exam? If there was a moment’s hesitation, you should take this Boot Camp. Whether you’ve taken a review course or studied on your ow...

Boot Camp, June CFA Level I Preparation

Private Equity Latin America Forum: New York

Monday June 8 9:00 AM - Tuesday June 9 5:00 PM • Harmonie Club

The 4th Annual Private Equity Latin America Forum is a meeting of the world’s largest international private equity managers and investors. The forum bring...

Conference, Other Industry Events, Programs for Members

Private Wealth Mexico Forum

Tuesday June 16 9:00 AM - 5:00 PM • Four Seasons Mexico City

Mexico's leading Private Wealth Management Forum Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits...

Conference, Other Industry Events, Programs for Members

Save the Date: 25th Annual High Yield Bond Tutorial and Conference

Wednesday June 17 8:00 AM - Thursday June 18 4:00 PM • NYSSA Conference Center

The 25th Anniversary NYSSA High Yield Conference will focus on looking ahead to the next year and beyond.  Presenters at the Tutorial sessions on June 17 will instruct...

Portfolio & Risk Management, Seminar

Hedge Fund Americas Forum: New York

Thursday October 1 9:00 AM - Friday October 2 5:00 PM • Private Club

The Largest Hedge Fund Investor Forum in the Americas Latin Markets is the world’s leading provider of Latin America focused investment forums,regional s...

Conference, Other Industry Events, Programs for Members

Private Wealth Miami Forum

Tuesday October 20 9:00 AM - Wednesday October 21 5:00 PM • JW Marriott

LatAm’s leading event for Wealth Management Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summit...

Conference, Other Industry Events, Programs for Members

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