Upcoming Programs

CFA® Level I Weekly Review - Session A Tuesdays

Tuesday July 29 5:45 PM - Tuesday November 11 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA exams...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level I Weekly Review - Session B Thursdays

Thursday July 31 5:45 PM - Thursday November 13 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA e...

CFA Level I Preparation, December CFA Level I Preparation

New Format! CFA® Level I 13-Week Saturday Review

Saturday August 2 9:15 AM - Saturday November 8 1:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA exams f...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level I Weekly Review - Session C Wednesdays/Mondays

Wednesday September 10 5:45 PM - Wednesday November 12 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA e...

CFA Level I Preparation, December CFA Level I Preparation

Claritas Test Preparation Program

Thursday September 11 6:00 PM - Thursday November 13 8:30 PM • NYSSA Conference Center

CFA Institute is well known for increasing the knowledge of over 100,000 investment decision makers through its CFA program. NYSSA is well known for its CFA exam ...

Claritas, Professional Development

CFA® Level I 6-Week Sunday Condensed Review

Sunday September 21 9:00 AM - Sunday November 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...

Condensed, December CFA Level I Preparation

Asian Capital Markets Conference

Tuesday October 28 8:00 AM - 3:00 PM • NYSSA Conference Center

Asia has perhaps the most sophisticated capital markets of any region covered in the Global Investing Committee Emerging Market Series.  With China on track to become ...

Alternative Investments, Conference, Environment, Global Investing, Industry Conference, Metals & Mining, Technology

NYSSA Author Series™: A Fireside Chat with William Thorndike and William Cohan

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

A private equity veteran and founder of Housatonic Partners, William Thorndike inthe most successful publicly traded companies today, The Outsiders is adamant that...

NYSSA Author Series™, Programs for Members, Seminar

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Tuesday November 4 9:00 AM - 12:00 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

Careers in Finance Forum

Tuesday November 4 10:00 AM - 1:00 PM • NYSSA Conference Center

This is an opportunity for you as students to find out more about what it’s like to work in the financial industry, the educational programs (credentials) available...

Career Development, Programs for Members, Seminar, Student

NYSSA Toastmasters

Tuesday November 4 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

MIS Training Institute's FinSec 2014

Wednesday November 5 8:00 AM - Thursday November 6 5:00 PM • Omni Berkshire Place Hotel

Securing your organization's financial data and information becomes an increasingly daunting and complex responsibility as the threat landscape continues to rapidly evolve....

Other Industry Events, Programs for Members

Advanced LinkedIn “Intensive”: Jump-start Your Career

Wednesday November 5 8:30 AM - 12:00 PM • NYSSA Conference Center

LinkedIn is now an essential tool for job-seekers and career-advancers: Those who are well versed are reaching their career goals more quickly. But even regular Linked...

Career Development, Programs for Members, Seminar

Second Annual Global Infrastructure Conference

Thursday November 6 8:00 AM - 4:00 PM • NYSSA Conference Center

The World Economic Forum in June reported a trillion-dollar gap in infrastructure spending globally.  In America, a country facing what has been termed a legitimate ...

Conference, Global Investing, Programs for Members

Special Situation Ideas Forum

Monday November 10 6:00 PM - 7:30 PM • NYSSA Conference Center

For our next meeting we will discuss Liberty Media Corporation (LMCA, LMCB, LMCK). Liberty Media will spin off its cable assets (Charter Communications, Time Warner Inc ...

Value Investing

Fundamentals of Hedge Fund Due Diligence

Tuesday November 11 9:00 AM - 5:00 PM • NYSSA Conference Center

A professional hedge fund allocator reviews “must ask” questions for any potential hedge fund investor as well as best practices from the hedge fund manager per...

Professional Development, Programs for Members

Revitalizing Active Management: Winning Tomorrow, Starting Right Now

Tuesday November 11 4:00 PM - 6:40 PM • Bloomberg Headquarters

Join Bloomberg, Cabot and other top money managers for a special event to discuss the future of active equity management.  Taking part in the discussion will be...

Other Industry Events, Programs for Members

Membership Committee Meeting

Wednesday November 12 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

CFA® Level I 4-Day Boot Camp

Thursday November 13 9:00 AM - Sunday November 16 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 own, t...

Boot Camp, December CFA Level I Preparation

How to Analyze a 10-K -- IN-PERSON and ONLINE

Monday November 17 2:00 PM - 5:00 PM • NYSSA Conference Center

Don’t make the mistake of going directly to the numbers and not reading the details of a company’s 10-K filing. Build the knowledge base and practice the skil...

Financial Reporting and Analysis, Online Course, Online PD, Professional Development, Programs for Members

NYSSA Author Series™: Lawrence Cunningham, Berkshire Beyond Buffett

Monday November 17 6:00 PM - 8:00 PM • NYSSA Conference Center

Averaging close to 20% annual growth in book value for the last 49 years, Berkshire Hathaway is a blue chip stock led by its CEO, legendary investor Warren Buffett.  ...

Asset Classes, Industries, & Fundamentals, Corporate Governance, NYSSA Author Series™, Programs for Members, Seminar, Value Investing

Hedge Funds in Defined Contribution Plans and the Retail Marketplace

Monday November 17 6:00 PM - 7:30 PM • NYSSA Conference Center

The Pension Protection Act of 2006 provided for automatic enrollment features in Defined Contribution (DC) and other eligible retirement plans prompting the growth of quali...

Alternative Investments, Asset Classes, Industries, & Fundamentals, Institutional Asset Management, Seminar

Basic Financial Modeling and DCF Analysis

Tuesday November 18 9:00 AM - 5:00 PM • NYSSA Conference Center

Financial statement modeling is the basis of all ensuing valuation modeling. With a focus on incorporating accounting knowledge, learn the mechanics of the model building p...

Financial Modeling & Analysis Tools, Professional Development, Programs for Members

Institutional Asset Management Committee Meeting

Tuesday November 18 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® Orientation 2015

Tuesday November 18 6:00 PM - 8:00 PM • NYSSA Conference Center

Ease into the demanding CFA® testing process and learn what you can expect from the June 2015 exam. Receive an overview of the CFA Program curriculum, preparatory c...

CFA Level I Preparation, CFA Level II Preparation, CFA Level III Preparation, Orientation

Career Development Committee Meeting

Tuesday November 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

Fall 2014 ETP Trading & Investing Forum – NYC

Wednesday November 19 9:00 AM - 5:30 PM • NYSSA Conference Center

Exchange-Traded-Products (ETPs) have proven to be a valuable component for investors’ portfolios ranging from the most sophisticated institutional money manager to th...

Conference, Programs for Members

NYSSA Toastmasters

Wednesday November 19 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

Wednesday November 19 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

Performance & Risk Analytics Committee Meeting

Wednesday November 19 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

FUSION: Integrating Multiple Disciplines for Active Portfolio Management

Thursday November 20 6:00 PM - 8:00 PM • NYSSA Conference Center

You are invited to Fusion: Integrating Multiple Disciplines for Active Portfolio Management, presented by the Market Technicians Association (MTA), CFA Instit...

Portfolio & Risk Management, Programs for Members, Seminar

NYSSA Investment Strategy Roundtable®

Thursday November 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 sovereign o...

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

NYSSA Friday Career Coffee™: Don't Lose Sleep over Insomnia

Friday November 21 8:00 AM - 9:00 AM • NYSSA Conference Center

Jobs in the financial services industry are notorious for being highly stressful. This presentation will introduce Wall Street executives to healthy ways to cope with the...

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

CFA® Level I Schweser Live Mock Exam

Saturday November 22 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

December CFA Level I Preparation, Mock Exam

CFA® Level I Problem Solving Workshop

Sunday November 23 9:00 AM - 5:00 PM • NYSSA Conference Center

Knowing how to answer the Level I exam questions is imperative to your success on the exam. Veteran instructor Nathan Ronen, CFA, will prepare you for the Level I exa...

CFA Level I Preparation, December CFA Level I Preparation, Problem Solving

FREE CFA® Level II Strategy and Sample Class

Monday November 24 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

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

Tuesday November 25 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

Advanced Financial Modeling--Core Model -- IN-PERSON and ONLINE

Tuesday December 2 9:00 AM - 5:00 PM • NYSSA Conference Center

Take your modeling skills to the next level and gain a deeper understanding of financial modeling methodologies, techniques, and approaches. Build a fully integrated financ...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development, Programs for Members

Middle East and North African Capital Markets

Tuesday December 2 5:45 PM - 8:00 PM • NYSSA Conference Center

This conference will: Give a more in-depth look at the specific investment vehicles in MENA and the methods of analyzing and investing in them Promote a more usef...

Alternative Investments, Conference, Environment, Global Investing, Industry Conference, Metals & Mining, Technology

SAVE THE DATE: Systemic Risk Conference

Wednesday December 3 8:00 AM - 2:00 PM • NYSSA Conference Center

What are the odds of financial collapse? NYSSA in collaboration with CFA Institute is hosting a half-day conference that brings together experts from different orga...

Conference, Market Integrity, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Wednesday December 3 9:00 AM - 5:00 PM • NYSSA Conference Center

Every financial activity, whether it is risk management, hedging or portfolio selection require the use of a volatility measure.  How you measure and forecast the vola...

Professional Development, Programs for Members

SAVE THE DATE: From Italy … with Value! Webinar

Wednesday December 3 12:00 PM - 2:00 PM • NYSSA Conference Center

This is a streamed webinar from Italy. Join us at NYSSA’s location to view this webinar. The finance world has maligned Italy as a debt-laden peripheral European Uni...

Global Investing, Programs for Members, Sustainable Investing

18th Annual Water Conference

Thursday December 4 8:00 AM - 12:15 PM • NYSSA Conference Center

Publicly-traded water utilities companies have long been favored as steady, long-term investments. The future continues to look bright for these stocks given the world&rs...

Conference, Global Investing, Programs for Members

NYSSA Toastmasters

Monday December 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

Global Investing and Alternative Investments Committee Holiday Party

Monday December 8 6:00 PM - 9:00 PM • Connolly’s Pub

Please request an invite to join us at the invitation-only NYSSA Global Investing and Alternative Investments Committee Holiday Party at Connolly’s Pub, as we mix...

Alternative Investments, Global Investing, Networking Event

Insurance Primer and Insurance Modeling

Tuesday December 9 9:00 AM - 5:00 PM • NYSSA Conference Center

Balancesheet–based companies, such as insurance companies, operate by different rulesand methodologies according to the unique nature of their business. Inthis cours...

Professional Development, Programs for Members

FREE CFA® Level I Test Taking Strategy and Sample Class

Tuesday December 9 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic ex...

CFA Level I Preparation, Sample Class, Test Strategy

2014 NYSSA Annual Holiday Party

Wednesday December 10 6:00 PM - 8:00 PM • Vermilion

Celebrate the season at our annual holiday party. We are delighted to invite you to our 2014 Holiday Party. T...

Alternative Investments, Career Development, Corporate Governance, Financial Reporting and Analysis, Global Investing, Global Thematic, Institutional Asset Management, Market Integrity, Membership, Performance & Risk Analytics, Private Wealth Management, Programs for Members, Reception, Student, Sustainable Investing, Value Investing

Macroeconomic Investing/Trading Strategies

Thursday December 11 9:00 AM - 5:00 PM • NYSSA Conference Center

It is self-evident that economic changes influence financial markets.  It is less understood, however, how exactly financial markets and economic activity interact. &n...

Professional Development, Programs for Members

Career Development Committee Meeting

Tuesday December 16 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

Jim Grant on The Self-Healing Depression of 1920-21

Wednesday December 17 5:30 PM - 7:00 PM • Museum of American Finance

America's Last Laissez-Faire Business Cycle Downturn The administrations of Woodrow Wilson and Warren G. Harding met a sharp contraction in output and employment by seem...

Programs for Members, Seminar

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

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

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

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 ...

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

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 opportun...

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

SAVE THE DATE: NYSSA Market Forecast™

Thursday January 8 11:30 AM - 2:00 PM • NYSSA Conference Center

Since 1998, NYSSA has provided investors with the leading independent forum on major economic, geo political and financial market matters. Moderated by Vinny Catalano, key ...

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 navigate th...

CFA Level I Preparation, June CFA Level I Preparation

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 Anal...

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

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

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 opportun...

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

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

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 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

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 will ...

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

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 th...

CFA Level I Preparation, 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 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 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

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 own,...

Boot Camp, June CFA Level I Preparation

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