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Robinhood, the Retail Renaissance, and What it Means for Fintech and Capital Markets

Virtual Only

As a disruptive fintech player that has attracted an outsized amount of attention from mainstream financial media, Robinhood is sparking a retail renaissance: 25% of all trades now originate from retail investors. During the early days of the pandemic in 2020, the company raised $1.25 billion and was valued at nearly $11 billion; in February 2021, it raised another $3.4 billion. Join the Fintech Thought Leadership Group of CFA Society New York for this timely event to discuss the business model of firms like Robinhood.

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Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Bank Industry Modeling – Wall Street Prep

Virtual Only

This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Recurring

LIBOR Transition Series

Virtual Only

LIBOR has played a pivotal benchmarking role in global financial markets for 35 years, but as this role winds down and firms transition to using SOFR and other reference rates, millions of contracts worth hundreds of trillions of dollars must be retooled. Join us as we invite leaders from across the industry to share their expertise during this transition period. In three sessions, speakers will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations.

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Conference / Seminar, Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming

A Data-Driven Lens on Diversity & Inclusion

Virtual Only

How can you best assess the role of Diversity & Inclusion research in financial services? While the broader diversity, equity, and inclusion (DEI) conversation is often clouded with subjectivity and bias, recent available data draws a clear connection between diverse, inclusive workplaces and improved business results across a range of settings.

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Diversity & Inclusion Forum, Virtual Events & Programming

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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Other Industry Event, Other Industry Events, Virtual Events & Programming

Veterans Roundtable Group Meeting

Virtual Only

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Veterans, Virtual Events & Programming

Fintech Leadership Group Meeting

Virtual Only

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.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Centennial Speaker Series: SPACs: Special, Speculative, or Spam?

Virtual Only

So what exactly is a SPAC, or special purpose acquisition company? What would make some companies pick a SPAC over an IPO? And why are investors lining up to jump on the trend? Join us for an evening panel conversation explaining one of Wall Street’s hottest trends.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part I: The Situation

Virtual Only

Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation, and what are its consequences—including for firms’ and clients’ bottom lines?

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

ESG From a Brazilian Perspective: Bridging the Energy Infrastructure Gap

Virtual Only

What does an increased focus on ESG investing mean for real-world initiatives, especially those already focused on infrastructure and energy investments? Our Young Leaders Group seeks to address this question and other related topics from a Brazilian perspective during this upcoming hour-long discussion.

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Conference / Seminar, Sustainable Investing, Virtual Events & Programming, Young Leaders

Intro to Restructuring & Bankruptcy 101 – Wall Street Prep

Virtual Only

This boot camp is an intensive training program where we introduce trainees to financial restructuring, including major terms, concepts, common restructuring techniques and how restructuring professionals build three-statement bankruptcy models.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
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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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