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Veterans Roundtable Meeting

Date

Monday, July 31st, 2017
6:00 pm – 7:00 pm

Location

CFA NY Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Monday, July 31st
at 3:00pm

Event Overview

FREE
Members Only

About Society
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Event Overview

This is an organizational meeting for all interested persons wanting to participate in the CFA Society New York Veterans Roundtable. We will discuss our mission, our 2017 planning, and your ideas for outreach with veterans organizations in the NYC region.

About this Volunteer Group

The VETERANS VOLUNTEER GROUP of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world.

We promote NYSSA and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations, we are able leverage their networks, and broaden NYSSA’s and the CFAI’s reach.

Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options, including the highest levels of finance.

Our membership is open to CFA Society New York members, CFA Charterholders, CFA program participants, active duty military service members, and interested persons dedicated to CFAI mission and values.

We aim to meet at least six times a year for meetings/socials, hold a minimum of two NYSSA programming events per year, and actively participate in other veteran organizations at least six times per year. We maintain a globally accessible presence and a calendar of events through our website: VETERANSINFINANCE.ORG

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DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York's Code of Conduct while attending CFA Society New York events or meetings. 

CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to seminars@nyssa.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures