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, instruct...

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

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

CAIA Level II Preparation, Professional Development

Special Situations Ideas Forum

Thursday December 18 6:00 PM - 7:30 PM • NYSSA Conference Center

For our next meeting we will discuss Hertz corporation (HTZ), which has just announced a new CEO. Hertz shareholders include Carl Icahn and Jana Partners.  Hertz plans...

Programs for Members, Seminar, Value Investing

Emerging Market Alternative Investments Conference

Thursday December 18 6:00 PM - 9:00 PM • Bloomberg Headquarters

*This is by invitation only and NYSSA will be extending 30 invitations each to these respective organizations’ members. **This is not a career event, it is for...

Alternative Investments, Global Investing, Programs for Members

NYSSA Toastmasters

Thursday December 18 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 Investment Strategy Roundtable®

Thursday December 18 6:00 PM - 7:30 PM • NYSSA Conference Center

Unfortunately, this meeting is cancelled.

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

Career Development Committee Meeting

Thursday December 18 6:30 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

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

NYSSA Toastmasters

Tuesday January 6 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

Master the Stock Call Techniques of Highly Experienced Analysts

Wednesday January 7 8:30 AM - 12:30 PM • NYSSA Conference Center

Many analysts, especially those early in their career, make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a th...

Professional Development, Programs for Members

Are You a Great Equity Research Analyst? Self-assess With GAMMA PI™

Wednesday January 7 1:15 PM - 2:15 PM • NYSSA Conference Center

Are you a great equity research analyst? How would you know? Most analysts are intelligent and hardworking, yet there is a massive outflow of assets from actively managed e...

Professional Development, Programs for Members

FREE CFA® Level I TIBA II Calculator Workshop

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

The latest addition to the CFA® Exam Preparation Courses, our TIBA II Calculator Workshop and HP Calculator Workshop are open to all candidates and a great opport...

CFA Level I Preparation, June CFA Level I Preparation, Sample Class, Test Strategy

NYSSA Author Series™: Wesley Gray, PhD

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

Quantitative Value Investing: Getting the Emotions Out of the Way Author and Professor Wesley R. Gray will go over the most recent academic findings in value investing...

NYSSA Author Series™, Private Wealth Management, Programs for Members, Seminar

NYSSA Market Forecast™: To Infinity and Beyond!

Thursday January 8 11:45 AM - 2:00 PM • NYSSA Conference Center

Do trees grow to the sky? How low can you go? These are the contradictory questions investors are faced with as US equities reach record levels and bond rates ...

NYSSA Market Forecast™, Programs for Members, Seminar

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

NYSSA Author Series™: Michael Mauboussin

Thursday January 8 6:00 PM - 8:00 PM • NYSSA Conference Center

The Success Equation—Untangling Skill and Luck in Business, Sports, and Investing The results for most outcomes in life are the result of a combination of skill ...

NYSSA Author Series™, Programs for Members, Seminar, Value Investing

CFA® Level I Primer: Intro to Quantitative Analysis

Saturday January 10 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

Membership Committee Meeting

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

Monthly Membership Meeting. About this committee This committee reviews and approves all prospective member applications and makes recommendations to the Board of Directo...

Committee Meeting, Membership, Programs for Members

FREE CFA® Level I HP Calculator Workshop

Wednesday January 14 6:00 PM - 7:30 PM • NYSSA Conference Center

The latest addition to the CFA® Exam Preparation Courses, our TIBA II Calculator Workshop and HP Calculator Workshop are open to all candidates and a great opport...

CFA Level I Preparation, June CFA Level I Preparation, Sample Class, Test Strategy

FREE CFA® Level III Strategy Session and Essay Writing Sample Class

Wednesday January 14 6:00 PM - 8:00 PM • NYSSA Conference Center

How can a NYSSA review course help you? Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic exam tips, and ans...

CFA Level III Preparation, Sample Class

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

Performance & Risk Analytics Committee Meeting

Thursday January 15 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly committee meeting. About this committee The Performance & Risk Analytics Committee brings together performance measurement professionals engaged in the...

Committee Meeting, Performance & Risk Analytics, Programs for Members

Institutional Asset Management Committee Meeting

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

Monthly committee meeting. About this committee The committee brings together professionals engaged in the management, oversight, and/or advisement of institutional ...

Committee Meeting, Institutional Asset Management, Programs for Members

FREE CFA® Level II Strategy Session and Sample Class

Wednesday January 21 6:00 PM - 8:00 PM • NYSSA Conference Center

How can a NYSSA review course help you? Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic exam tips, and ans...

CFA Level II Preparation, Sample Class

NYSSA Toastmasters

Thursday January 22 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

CFA® Level I Primer: Basics of Financial Statement Analysis

Saturday January 24 9:00 AM - 5:00 PM • NYSSA Conference Center

With a weight of around 20% in the CFA® Level I exam, you need a strong understanding of financial statement analysis (FSA) concepts.  Our one day primer wil...

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

American Gas Association Luncheon Presentation

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

The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more...

Environment, Seminar

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

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

The Flattening of Wall Street Research

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

The creation and delivery of investment research has for over a decade been caught between multiple transformative trends, including the growing accessibility/depth of info...

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

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 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

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

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 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

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

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

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

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

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

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