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08 Sep 2021 • 

Private Wealth Management Group Meeting

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Estimated Turnout

100 - 500
Delegates
Based on previous editions

Editions

Sep 2021
+9 more editions

Frequency

Quarterly
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Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of .. Read more CFANY. 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. For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause. Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner 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.

Sam Luft

Sam Luft

CEO at melglobaladvisors

Los Angeles, United States
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