The secondary market began in the 1980’s as a method to provide liquidity to investors in illiquid private equity and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations.
Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.
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?
Elizabeth Burton, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman, CFA, of CAIA.
In its sixth year, the Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World event will feature women who leveraged their financial experience to launch their own businesses, or to join a start-up. Speakers will explore the why, when, and how they went about leaving the corporate world in order to pursue their passion.
The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.
This event will present experts in healthcare, the US equity market and political analysis as they discuss the effects of Covid-19 and the US election on value equities.
CFA Society New York’s Young Leaders Group in collaboration with CAIA New York, and Columbia Business School EMBA program will host a virtual networking event on Thursday, October 22, 2020. Over the course of an hour in breakout discussions, young professionals will have the opportunity to network with others professionals who have committed to earning credentials such as the CFA charter, CAIA charter, and MBA degree and how those credentials have helped propel their careers forward.
Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.
This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions.
Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.
Climate change will affect economies and markets in the coming decades at an accelerating rate if we do not bend the PPM curve back toward the x-axis. Even if we eventually do bend that curve, certain changes to our climate in our lifetimes, our children’s lifetimes, our grandchildren’s lifetimes, and our great-grandchildren’s lifetimes are already set and likely irreversible. It is true that CO2 PPM levels have been much higher in the history of earth than they have been in human history. Levels of CO2 in the atmosphere are estimated to have reached nearly 7,000 PPM about 500 million years ago and are estimated to be in the low thousands during the age of the dinosaurs.
CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.
Stephen Dunne, Director of Construction and Building Industry Superannuation Fund (Cbus), will be interviewed by Maria Wilton, CFA.
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.
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