Strong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Environmental, social, and governance (ESG) data matters. Without clearer insight into the financial benefits of corporate sustainability efforts, they may never be scaled up in the face of climate change, [...]
How have women succeeded in investment management? Katrina Dudley, co-author of Undiversified: The Big Gender Short in Investment Management, will moderate a panel of successful female portfolio managers to highlight some of the brightest stars of the “constellation” of women investors profiled in the book.
Has there ever been a time when Abraham Lincoln has gone silent? Our immortal conscience on civil rights and individual freedom is speaking to us yet again in the time of COVID-19 and public unrest.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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 [...]
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.
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.
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.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
This instructor-led virtual "Power Session" is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation.
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.
CFA Society New York
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New York, NY 10036-2714
Phone: (212) 541-4530
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