Events for May 14, 2025

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Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Virtual Only

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

Fintech Leadership Group Meeting

Virtual Only

The mission of theĀ Fintech Thought Leadership GroupĀ is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.

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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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