This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Tune in to explore the ramifications of changing policy benchmarks in a post-COVID world. This event will feature a wide-ranging discussion on several topics, including the impact of continued negative rates in a rising yield environment, as well as a look at international economic priorities during the ongoing recovery period and a handful of important secondary effects.
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!
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. How can women increase their assets under management? Ellen Carr, co-author of Undiversified: The Big Gender Short in Investment Management and principal at a majority-women-owned investment-management firm, will moderate a panel of [...]
CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space.
The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.
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.
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 Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
Please join us for the next Collaborative WIM Original special quarterly interactive event, hosted by CFA Society Los Angeles. Come prepared to network in breakout sessions with your peers and enjoy an interactive workshop tailored to our 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.
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.
Tune in to the next installment in CFA Society New York’s virtual Asset Owner Series™ to learn directly from Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations of Amundi, in conversation with Professor Francesco Briganti, Secretary General, Cross Border Benefits Alliance-Europe. The discussion will center the considerations of asset owners in regard to years of portfolio construction, investment selection and asset allocation. Attendees will hear Jaulin’s perspective on the significance of achieving particular returns in an ESG-slanted environment, as well as gain context to better inform the manager search and selection process.
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Phone: (212) 541-4530
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