A Leading Forum for 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.
The mission of CFA Society New York is to serve the needs of all members and investment professionals and to educate the investing public.
The fundamental objectives of CFA Society New York are:
To provide the premier forum for the exchange of information among investment professionals, corporate management, and other interested members of the public
To maintain an active program of leadership development, career assistance, and continuing education
To encourage the pursuit of high standards of ethics and professional conduct, and to promote integrity and professionalism
Professionals thinking about launching, getting ready to launch or have recently launched a money management firm should attend this event.
Our Panels will discuss issues regarding the development: legal and regulatory, compliance, marketing, capital raising, administration, and operational aspects of starting or running a successful money management firm.
Capital providers and asset allocators should also attend to discover emerging managers.
Attendees will learn about the benefits and opportunities of investing in new, small, diverse and women owned, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market, while networking with key decision-makers of family offices, endowments, foundations, and pension funds.
Boutique and New managers will be able to connect and exchange best practice ideas with their peers.
Features, Benefits, Objectives
Our event is designed to educate the investment community, which includes but is not limited to Institutional Investors, new, small, diverse and women owned, emerging and boutique fund managers on how to start, manage and grow a money management firm.
Investors will learn what to look for in an emerging manager and Emerging Managers will learn how to build their firms to meet the demands of the investment community.
What You Will Learn; Issues concerning emerging manager from seeding to startup
Best Practices for Capital raising, Marketing and Presentation Development
Handling Legal, regulatory, compliance guidelines
Allocation and Seeding Opportunities
Insight on Administration and Operations strategies
Robinhood Charity Trading Contest
Who Should Attend?
This event is for allocators assessing new asset categories to deploy capital, as well as asset managers that seek to attract and retain assets. Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage.
Understand best practices for starting, and building an investment management firm of all sizes.
Learn what are the key drivers and objective criteria for selecting emerging Managers
Gain perspective on what allocators think and how to build your firm to attract allocations
A fundamental objective of CFA Society New York is to encourage the pursuit of high standards of ethics and professional conduct, and to promote integrity and professionalism throughout the financial investment industry.
To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.
Please be advised of the following information related to Society sponsorship:
Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and Key Alliance Program participant of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society's values, and toward our mission to deliver Society content and programming of the highest quality and standard.
CFA Society New York thanks all of its sponsors, event-related affiliates and Key Alliance Program participants for helping us continue to shape the conversation of the investment community.
Source : Event Website
Source : Event Website
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