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.
Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.
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
Interest rates have been low since the Global Financial Crisis. With COVID-19, they are now even lower and seem unlikely to rise for years from current multi-century lows. How will this impact investors and fixed income markets? How are important fixed-income investors responding to this new paradigm?
Perspectives from Power Corp, a Desmarais family controlled company.
Rossitsa Stoyanova, Managing Director, Canada Pension Plan Investment Board will be interviewed by John Bowman, CFA of CAIA.
This event is targeted at current CFA candidates across all 3 exam levels, as well as [recent/new] CFA charterholders and CFANY member.
Our Sustainable Investing Group kicks off the Annual Sustainable Finance Week in New York with the 7th Annual Sustainable Investing Conference. We will focus on new trends of sustainable finance and investing, and go beyond the usual discussion about what ESG means and doesn’t mean. Understand how investors have successfully integrated ESG into investments and investment analysis, the trends of using new technologies – including Artificial intelligence, machine learning, and satellite imagery – to expand, support, and identify investment opportunities.
Stephen Gilmore, CIO of The Guardians of New Zealand Superannuation Fund will be interviewed by CAIA's Jo Murphy.
A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.
Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.
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. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.
Michelle Ostermann, CFA, will discuss RPMI Railpen's organizational and asset allocation change that's leading to more private assets. She will be interviewed by John Bowman, CAIA.
This boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses
Global Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers, in addition to senior think tank representatives with valuable policy insights, for technical discussions concerning the impact of regulatory, multilateral, fiscal and monetary policies on financial markets and the global economy.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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