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What proved to be a banner year here at CFA Society New York was aptly recognized as such at the CFA Institute’s 2017 Society Leadership Conference in Philadelphia. CFA Institute global membership currently exceeds 142,000 members, distributed across 73 countries and spaning 149 local member societies around the world. CFA Society New York is proud to be recognized by CFA Institute as recipient of 2017 Society Excellence Awards in the following categories:

  • Strategic Initiatives: Delivering Member Value –  CFA Society New York received this global award for providing compelling value on a consistent basis to all members across our vibrant member community. CFA Society New York’s membership grew to 10,000 during the period. 
  • Research Foundation Society Award: Events/ActivitiesCFA Society New York was chosen by CFA Institute Research Foundation to receive this award based on our robust calendar of informative and educational events. We host over over 70 seminars per year while also offering numerous member-exclusive forums organized according to member interests. During the period we also hosted the 50th anniversary celebration of the Research Foundation itself.  At this celebration Frank Fabozzi was presented with the James R. Vertin Award.
  • Inaugural Global Outstanding Young Leader: Thomas BrigandiTom was chosen as the inaugural recipient of this global award for his prolific work at CFA Society New York. He has built a team of over 150 volunteers who regularly organize events from an independent and objective perspective. The most successful of these is the Asset Owner Series which hosts Chief Investment Officers from each segment of the Asset Owner universe. For Thomas Brigandi’s bio, click here.

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Renewal Season is Here

Act now and earn CFA Society New York member benefits through 2017 and beyond.

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A Leading Forum for the Investment Community

CFA Society New York was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals CFA Society New York remains steady as a leading forum for the investment community since 1937.

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A Leading Forum for the Investment Community

CFA Society New York was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals CFA Society New York remains steady as a leading forum for the investment community since 1937.

Renewal Season is Here

Act now and earn CFA Society New York member benefits through 2017 and beyond.

Renew Now

Renew your CFA Society New York membership to continue your commitment to professional excellence and stay connected.

Renew Membership

Industry Experts | Key Issues | Premium Events

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Past Events

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Featured Event

Wenesday, July 26th, 2017 | 6:00 pm – 9:00 pm

Join fellow Society members, CFA charterholders, and industry leaders in celebration of CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a new course for new accomplishments.. MORE >>>

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This boot camp is an intensive instructor-led training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses. MORE >>>

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