The New Investment Playbook: Macro Resilience, AI, and the Future of Capital Markets

CFA Society New York’s New Investment Playbook is a Midtown capital-markets evening: Tuesday, September 1, 2026, 5:30-8:30 PM at 1540 Broadway, 10th Floor. The Business Management Group hosts. Anthony Scaramucci, founder and managing partner of SkyBridge Capital, moderates a panel on how institutional investors are adapting to macro regime change, AI disruption, and shifting market structure. Alton Crooks, CFA, is listed among speakers on the event page. Run of show on cfany.org: registration 5:30, welcoming remarks 6:00, panel about 6:05, Q&A, closing, then a networking reception from about 7:30. In-person tickets are $25 members / $50 nonmembers / $15 student members. Livestream tiers are cheaper and are not this Circuit leaf.

CFANY is the named New York CFA host. Prior Circuit passes skipped member-only interest-group study nights; this one is a public-priced panel plus reception with a clear institutional-investor thesis. Labor Day weekend is otherwise thin on Circuit New York keepers (ACG polo was August 30; ACG Women of Leadership and DealSource sit after September 7). If you work buy-side, sell-side, fintech product, or allocator-adjacent advisory and want Times Square CFA density rather than a pitch bar, this is the Tuesday after the holiday weekend. Bring a firm-lane introduction. A Scaramucci-moderated room still rewards a real book or product question more than a selfie.

1540 Broadway / 10th Floor is Times Square office geography, not a Lower Manhattan exchange floor. Confirm live checkout on the CFANY event page; September 1 is before the society’s late-September Cvent/CFA Institute login cutoff called out for events after September 28, but still screenshot the confirmation. Student and livestream tiers are on the same page; buy in-person if you came for the reception. Times Square evening security and tourist density are the commute tax. Leave buffer.

Do not treat livestream as a substitute for hallway time. Member-only CFANY group meetings on September 2 (Institutional Asset Management) and September 7 (Value Investing, Labor Day evening) stay off The Circuit. ACG DealSource September 29 is outside this window.

This evening is right if you work institutional investing, capital markets, or adjacent advisory in New York and can pay association rates for a named CFANY panel. TiE New York’s Women Pitch chapter finals are listed only as September at Bank of America Tower, with no public day yet. Use the reception block as introduction time.