CFA Society New York

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CFA Society New York

CFANY is a financial services forum and provider of professional education and career development to

CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate in North America. In addition to delivering more than 200 event

s a year for nearly 9,000 members, CFA Society New York is responsible for preparing hundreds of candidates in the New York metropolitan area for the Chartered Financial Analyst® exam. CFA Society New York is committed to promoting best practices and fiduciary responsibility in finance.

07/14/2025

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝘄𝗶𝘁𝗵 𝗘𝘅𝗽𝗲𝗿𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀

In the latest episode of 𝘊𝘰𝘮𝘱𝘰𝘶𝘯𝘥 𝘐𝘯𝘴𝘪𝘨𝘩𝘵𝘴 by CFA Society New York, host Rob Rowan sits down with Rob Gilman, partner at Anchin, to discuss the current state of commercial real estate.

They cover key topics including:
• Budgeting challenges amid rising costs
• The outlook for building valuations
• Strategies for rent-stabilized properties

Gilman also shares insights on potential growth areas like data centers and storage facilities.

🎧 Listen to the full conversation here: https://bit.ly/4iAsQ63

07/11/2025

Have you renewed your CFA Society New York membership?

𝗗𝗼𝗻'𝘁 𝗹𝗼𝘀𝗲 𝗮𝗰𝗰𝗲𝘀𝘀 to what keeps you connected and competitive in your career:

✅ Connections to 10,000+ finance professionals
✅ Exclusive market insights and educational programs
✅ Coffee chats, networking events, and thought leadership sessions
✅ The community that helps you stay ahead of industry changes.

𝗥𝗲𝗻𝗲𝘄 𝗻𝗼𝘄 and keep your status in New York's premier finance community. https://bit.ly/3F7ISpz

07/09/2025

💼 Thank you to everyone who attended the 𝟭𝟮𝘁𝗵 𝗔𝗻𝗻𝘂𝗮𝗹 𝗕𝗲𝗻 𝗚𝗿𝗮𝗵𝗮𝗺 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲—our flagship value investing event of the year!

From deep-dive panels to compelling keynote insights, the day was packed with rich discussions on today’s most pressing investment themes. We’re grateful to our speakers, attendees, and sponsors for making this such a standout experience.

🙏 Special thanks to our sponsors: Fordham University, QnA Cloud, SavaNet, SimCorp, Third Avenue Management, Robotti & Company, Diamond Hill, ETF Global, Inside Ownership Index , and Schafer Cullen Capital Management for their generous support.

📸 𝗩𝗶𝗲𝘄 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗲𝘃𝗲𝗻𝘁 𝗽𝗵𝗼𝘁𝗼 𝗮𝗹𝗯𝘂𝗺: https://bit.ly/4eZLgMV

07/08/2025

🏃‍♂️🏃‍♀️ 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗬𝗼𝘂𝗻𝗴 𝗟𝗲𝗮𝗱𝗲𝗿’𝘀 𝗚𝗿𝗼𝘂𝗽 𝗥𝘂𝗻𝗻𝗶𝗻𝗴 𝗖𝗹𝘂𝗯 𝘁𝗵𝗶𝘀 𝗝𝘂𝗹𝘆!

Looking to connect with fellow finance professionals while getting your steps in? 🏙️ Lace up and meet us at Columbus Circle for a morning run through Central Park!

📅 𝗦𝘂𝗻𝗱𝗮𝘆, 𝗝𝘂𝗹𝘆 𝟭𝟯 & 𝗦𝘂𝗻𝗱𝗮𝘆, 𝗝𝘂𝗹𝘆 𝟮𝟳
⏰ 9:00 AM – 10:00 AM
📍 Columbus Circle (Traffic Circle)
848 Columbus Cir, New York, NY 10019

All paces welcome — let’s hit the ground running!
👉 https://bit.ly/45Up8AV

07/07/2025

📊 𝗝𝘂𝘀𝘁 𝟮 𝗱𝗮𝘆𝘀 𝗮𝘄𝗮𝘆!
Join us for CFA Society New York’s 𝗠𝗶𝗱𝘆𝗲𝗮𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 and hear what’s shaping the markets for the rest of 2025.

🎤 𝗙𝗲𝗮𝘁𝘂𝗿𝗶𝗻𝗴 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺:
Lindsey Sichel Rubinstein, John Barr, MARVIN LOH, Daniel Manware, and Katie Stockton, CMT

📅 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗝𝘂𝗹𝘆 𝟵
🕠 𝟱:𝟯𝟬 – 𝟴:𝟯𝟬 𝗣𝗠
📍 1540 Broadway, New York, NY

Top industry leaders will share expert insights to help you navigate the evolving financial landscape. Don’t miss this opportunity to learn from the best and connect with fellow professionals.

🎟️ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄 𝗮𝗻𝗱 𝗯𝗲 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝘇𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘀𝗲𝗰𝗼𝗻𝗱 𝗵𝗮𝗹𝗳 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿! https://bit.ly/3STgif6

🙏 Thank you to our sponsors:
𝗦𝗶𝗹𝘃𝗲𝗿 𝗦𝗽𝗼𝗻𝘀𝗼𝗿: Xtrackers by DWS Group
𝗕𝗿𝗼𝗻𝘇𝗲 𝗦𝗽𝗼𝗻𝘀𝗼𝗿: Touchstone Investments

07/04/2025

🎆 𝗛𝗮𝗽𝗽𝘆 𝗙𝗼𝘂𝗿𝘁𝗵 𝗼𝗳 𝗝𝘂𝗹𝘆! 🎆

Wishing you a safe and relaxing holiday.

Enjoy the time with family, friends, and fireworks!
– CFA Society New York

07/03/2025

𝗛𝗮𝘃𝗲 𝘆𝗼𝘂 𝗿𝗲𝗻𝗲𝘄𝗲𝗱 𝘆𝗼𝘂𝗿 𝗖𝗙𝗔 𝗦𝗼𝗰𝗶𝗲𝘁𝘆 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 𝗺𝗲𝗺𝗯𝗲𝗿𝘀𝗵𝗶𝗽?

Don't lose access to what keeps you connected and competitive in your career:

✅ Connections to 10,000+ finance professionals
✅ Exclusive market insights and educational programs
✅ Coffee chats, networking events, and thought leadership sessions
✅ The community that helps you stay ahead of industry changes

𝗥𝗲𝗻𝗲𝘄 𝗻𝗼𝘄 and keep your status in New York's premier finance community. https://bit.ly/3F7ISpz

07/03/2025

🎆 𝗠𝗮𝗿𝗸 𝗬𝗼𝘂𝗿 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿𝘀 – 𝗝𝘂𝗹𝘆 𝗶𝘀 𝗙𝘂𝗹𝗹 𝗼𝗳 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀! 🎆

Join CFA Society New York this month for a dynamic lineup of in-person and virtual events designed to connect, inform, and inspire finance professionals.

Stay engaged. Stay informed. Stay ahead.
🔗 Register now at https://bit.ly/4k04vqC

07/02/2025

𝗪𝗵𝗮𝘁’𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗿𝗲𝘀𝘁 𝗼𝗳 𝟮𝟬𝟮𝟱?
Find out at our 𝘔𝘪𝘥𝘺𝘦𝘢𝘳 𝘔𝘢𝘳𝘬𝘦𝘵 𝘖𝘶𝘵𝘭𝘰𝘰𝘬 🧭

Top asset managers will share fresh insights to help you navigate shifting conditions and seize new opportunities. Whether you're adjusting your strategy or exploring what’s next, this is your chance to stay ahead.

📅 Wednesday, July 9
🕠 5:30 – 8:30 PM
📍 1540 Broadway, New York, NY

📈 Don’t miss it—𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄! https://bit.ly/3G1Ehpr

🙏 Thank you to our sponsors: Xtrackers by DWS and Touchstone Investments for supporting this event.

06/27/2025

🌟 𝗠𝗲𝗺𝗯𝗲𝗿 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁: 𝗦𝘁𝘂𝗱𝗲𝗻𝘁 𝗔𝗺𝗯𝗮𝘀𝘀𝗮𝗱𝗼𝗿 🌟
Meet Jesse Bianco, a rising senior at Molloy University and a CFA Level II Candidate.

Jesse currently works full-time as a Staff Accountant while financing his way through school — a testament to his dedication and work ethic. As a Student Ambassador, he’s passionate about communicating the value of the CFA charter to fellow students and increasing awareness about the benefits of membership.

👏 Join us in celebrating Jesse’s commitment to the investment profession and the community!

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1540 Broadway
New York, NY
10036

Website

https://www.cfany.org/

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07/14/2025

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