Member News

Monday, October 10, 2016

NYSSA Thanks Patrick Holert

We thank Patrick because the Annual Dinner with Market Forecast would not have happened without his work.
Monday, October 10, 2016

Did you hear something about Annual Dinner?

We closed September on high note with our Annual Dinner with Market Forecast!  If you were not quite so lucky to be there in person, share the experience with us by reading the press release. The keynote speaker was Kenneth Jacobs, Chairman and CEO of Lazard, who was interviewed by Pimm Fox.  We have something even bigger planned for our 80th year anniversary dinner so stay tuned!
While the dinner kept all of us on our toes, there were plenty of other things that kept us busy.  Our Asset Owner Series (“AOS”) is strong as ever.  $470 Billion in AUM, roughly 1/8th of the total US Public Pension AUM, was represented at NYSSA’s 1st Annual US Public Pension Funds Conference.
Monday, October 3, 2016

NYSSA is entering an alliance with Kaplan Schweser

The New York Society of Security Analysts (NYSSA) is proud to announce a newly formed alliance with Kaplan Schweser. In an endless effort to better serve present and future Investment Industry Professionals, NYSSA will collaborate closely with the leading CFA Prep Provider in the world.

NYSSA remains committed to providing the best services available to CFA candidates. This alliance serves to blend NYSSA’s 35 years of experience helping candidates successfully navigate the CFA exams, with Kaplan Schweser’s 25 years of experience providing exam-prep material to a global pool of candidates. With this collaboration, CFA candidates and future CFA charterholders can benefit from even more innovative and effective learning systems.

NYSSA promises to continue to promote the best practices and the highest ethical standards throughout the financial service industry, both now and moving forward. NYSSA and Kaplan Schweser are excited to work together, expecting it will lead to greater services for both candidates and members in the coming years.

Thank you for your continuous support of NYSSA as your professional membership organization. If you have any questions, please contact Mario E. Carias, CFA at
Friday, September 30, 2016
NYSSA Celebrates 79th Year with Market Forecast Dinner

NYSSA Celebrates 79th Year with Market Forecast Dinner

On Tuesday, September 27, NYSSA hosted its “Annual Market Forecast Dinner,” at Mandarin Oriental Hotel, providing its guests an invaluable opportunity to network, socialize and learn from colleagues and advanced practitioners within the financial services and investment management industries.

Clad in their evening best, over 250 attendees arrived and gathered in the foyer— reveling in the company of their peers, appetizers and a full premium bar—before filling up the spacious Mandarin Ballroom, where 18-foot-high walls of floor-to-ceiling windows offered patrons an alluring view of the sun setting over Central Park and the Manhattan Skyline.
Thursday, September 15, 2016

Sustainability and Value: Using Data and Valuation to Drive Returns

The Sustainable and Value Investing Thought Leadership Groups of NYSSA have joined forces to explore how investors are using the fundamental tools of data and valuation to drive superior investment returns.  This day-long conference features leading edge practitioners to discuss the advantages and challenges of integrating sustainability factors into the foundation of all investing - valuation.  Across markets and asset classes, sustainability factors offer insight into future returns to investors who know how to use them.
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