The CFA Society New York presents an in-depth conversation that will familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of recent PCAOB and SEC actions. Audits are a critical part of ensuring the veracity of reported financial information, which investors depend on to develop and maintain a sound investment strategy.
Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company
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.
Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency.
Evan Jones, CFA, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, McCarvill Capital Partners.
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Join us for a discussion with Kevin R. Mirabile, author of Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects (Anthem Press, 2021). In the book, Mirabile evaluates exotic alternative investment opportunities, such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectibles, and other unique asset classes, providing an in-depth analysis of the returns, risks, opportunities, and portfolio effects for anyone who wants to expand their investment horizons.
The alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity, hedge funds, real estate, infrastructure, private debt, venture capital and more esoteric aspects such as cryptocurrency. Market volatility, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape.
The mission of the Fintech Thought Leadership Group 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.
Discussion on how “gaming” investment performance results has been used in the past to have performance appear better than it is, how it can be detected and how the Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.”
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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