Private Wealth Management Group Meeting
he Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.
The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups. The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.
Venue: CFA Society New York
1540 Broadway Suite 1010 Map
Birding in Peace at Green-Wood Cemetery
Sun | 6:30 am - 8AM
Before our gates open to the general public, birding expert Rob Jett leads these peaceful Sunday morning walking tours to discover the many birds that call Green-Wood home. Green-Wood's official birdi...
Nostalgia Ride: Remembering the Myrtle Avenue Elevated at Transit Museum
Sun | 11AM – 5PM
To commemorate the 50th anniversary of the closing of the Myrtle Avenue Elevated (El), we will venture along the El's route, the current M and J lines. A major commuter train constructed to connect th...
Experimental Cyanotypes at Pioneer Works
Sun | 11AM - 3PM
n 1842, the astronomer Sir John Herschel discovered the cyanotype process, a photographic blueprint which was utilized extensively for its ability to quickly reproduce drawings and notes using the sun...