Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series to Hong Kong. The Asset Owner Series has featured senior investment consultants, asset managers and asset owner-leaders whom directly oversee or advise on an estimated $30 trillion, collectively.
NYSSA is Now CFA Society New York, Underscores Commitment to Higher Standards in Investment Management In effort to become more closely aligned with CFA Institute, Society name change made official, unveiled alongside [...]
CFA Society New York presents a broad range of cyber-threats, and how to avoid them, at “The Cyber Security Threat and How Money Managers Can Protect Themselves” event.
CFA Institute honors CFA Society New York at 2017 Society Leadership Conference in Philadelphia with three awards for its outstanding work and dedication throughout the year.
The allegorical Mr. Market—as introduced in Graham’s 1949 book “The Intelligent Investor”—will be presented by a host of portfolio managers combining to represent more than $100 billion worth of AUM.
On June 30th, in honor of our Veterans Roundtable members ahead of July 4th, we got to ring the closing bell at NASDAQ! We spent sometime on the actual stage, took a few photos out [...]
CFA Society New York’s highly anticipated “Annual Benjamin Graham Conference” co-sponsored by Kahn Brothers Group and Wiley
“The Annual Benjamin Graham Conference” was held on June 29th, 2016 at CFA Society New York and was co-sponsored by Kahn Brothers Group and Wiley. For those unable to attend this annual conference organized by volunteers from CFA Society New [...]
There is no one clear cut definition for Special Situations but in large sense, this means a situation which could reveal an undervalued security and hence an investment opportunity, which may yield a satisfactory profit [...]
May was the Putting the Investors First month. At CFA Society New York, we put together an event entitled Conflict of Interest Rule (Fiduciary Rule) Unwrapped on May 31. The panel had a very active [...]
CFA Society New York hosted the "Private Bank and Private Wealth Management Chief Investment Officer Roundtable" on the evening of June 14, 2016. The event was attended by around 150 senior industry participants, a majority [...]
…Something fun and wonderful! From left: Gina Martin Adams (event opener), managing director and equity strategist at Wells Fargo, Nancy Davis (panelist), founder of Quandriatic Capital Management, Amy Poster (moderator), a contributing writer to Institutional [...]
As New York area investment decision makers, NYSSA members represent an elite segment of the financial industry and are recognized as ethical, knowledgeable members of the investment decision-making community.