Events for May 14, 2025

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DCF Modeling – Wall Street Prep

Virtual Only

DCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual "Power Session" shows trainees how to build a DCF model for a real public company and compare the output to its stock price.

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Racial Equity in Asset Management: Asset Owners’ Perspectives

Virtual Only

What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.