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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

SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep

Virtual Only

Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses

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

Private Equity Deal Process Boot Camp – Wall Street Prep

Virtual Only

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.

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

Neudata Data Summit, New York 2022

Convene One Liberty Plaza 1 Liberty St, New York, NY, United States

Join the CFA Society New York at Neudata’s Data Summit on December 1st to learn how financial professionals can better use alternative data in their investment processes.

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Other Industry Events

Excel Visual Basic (VBA) for Finance – Wall Street Prep

Virtual Only

Unlock the Power of Excel VBA and Become the Office Superhero What You'll Learn Start Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines. Immediately Use VBA [...]

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

Modeling Multifamily Real Estate – Wall Street Prep

Virtual Only

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.

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

6th Annual Data Science in Finance Conference: Theory to Application

CFA Society New York 1540 Broadway, New York City, NY, United States

Explore new frontiers in investment data science at the 6th Annual Data Science in Finance conference, presented in partnership with the Society of Quantitative Analysts (SQA). The conference will include topics from extracting meaning from financial text to artificial intelligence in robo-advising.

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Fintech Thought Leadership Group, Other Industry Events, Quantitative Investing

Financial Issues Forum: The Enduring Value of Roger Murray

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Join us for a special event featuring Paul Johnson and Paul Sonkin on their new book, The Enduring Value of Roger Murray, published by Columbia Business School Press.

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

Financial Issues Forum presents Alan Blinder on “A Monetary and Fiscal History of the United States, 1961-2021”

Virtual Only

Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a virtual event with Alan Blinder, one of the world’s most influential economists and one of the field’s best writers, as he discusses his latest book, in [...]

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

American Gas Association Presentation

Virtual Only

The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 76 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 72 million customers — receive their gas from AGA members. Today, natural gas meets more than thirty percent of the United States’ energy needs.

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Other Industry Events, Virtual Events & Programming

Financial Issues Forum: Bradford DeLong on “Slouching Towards Utopia: An Economic History of the Twentieth Century”

Virtual Only

Economist Brad DeLong’s Slouching Towards Utopia–named a “Best Book of 2022” by the Financial Times–tells the story of how this unprecedented explosion of material wealth occurred, how it transformed the globe and why it failed to deliver us to utopia

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

Modeling Multifamily Real Estate – Wall Street Prep

Virtual Only

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming