Explore new frontiers in investment data science at the 5th Annual Data Science in Finance conference, presented in partnership with the Society of Quantitative Analysts (SQA). This two-day event, taking place from 9:00 AM to noon ET on January 19th and 20th, will feature three informative, not-to-be-missed sessions per day.
Explore the future from this climate-oriented perspective when you join the Sustainable Investing interest group to take a closer look at what net zero means for the investment industry. This virtual conference will feature panel discussions led by asset owners and investment managers, who will address a range of sustainable finance topics.
Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.
The Financial Reporting and Analysis interest group presents an in-depth conversation to help familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of PCAOB and SEC actions over the past year.
Join Charles Lemonides, CFA, founder of ValueWorks LLC, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy, learn how to identify quality assets at compelling valuations, and discuss real-life examples during this workshop.
As liquidity effects linger from the pandemic, large investment funds have begun to occupy a more prominent role as sources of capital. The 3rd Public Pension Funds Conference, part of our Asset Owner Series, will address a range of high-level topics from the perspective of public pension plans. Presenters will discuss major investment themes and global market dynamics within the context of unique challenges arising from strict investment mandates and vast resources at hand.
Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders’ activity and 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 and fill the void. However, the market for private credit remains highly fragmented and somewhat opaque, complicating optimal entry points for many market participants.
This bootcamp-style program arranged by the Financial Reporting and Analysis interest group provides a concise update on several important  financial reporting developments. Through an innovative series of presentations, attendees can expect to be quickly brought up to speed on these new standards, which affect just released 2021 and future financial statements.
How are structured finance market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from structured finance sector heads about how they are planning strategically in the face of high asset valuations, rising interest rates and borrower pressures.
Join the Financial Reporting and Analysis interest group as we invite leaders from across the industry to share their expertise during the ongoing LIBOR transition period. In a moderated discussion format, panelists 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 in 2022 and beyond.
Are you thinking about launching -- or are you ready to launch -- a money management firm? Are you currently operating a firm, but are looking for ways to grow or address ongoing management challenges? This all-in-one event will provide a forum for emerging managers and allocators to learn strategic and practical approaches to tackling common challenges.
Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative.
In this two-panel learning event, CFA charterholders and community members are invited to explore distinct perspectives on alternative data sources.
Join CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing. The 2021 Preqin Impact Report on Women in Alternative Assets found that at the close of 2020, just over 20% of the alternative investment industry’s employees were female, with a slim 12% holding a senior-ranked position.
Join CFA Society New York for an in-depth discussion about the latest developments regarding proposed regulatory requirements for ESG financial reporting metrics.
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