Global Infrastructure Conference Series 4th Global Infrastructure Conference Friday November 4, 2016 9:00 AM through 4:00 PM 8:00 AM Registration and Continental Breakfast 8:25 AM Welcome Daniel Dagen, CFA, President and CEO, CFANY 8:30 AM Special Guest Keynote Address Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management 8:45 AM [...]
5:45 PM: Check-in 6:05 PM: Welcome and Opening Comments Jonathan Prin, CFA, Greylock Capital 6:15 PM: Panel Moderator Han Yik, Head of Institutional Investors at the World Economic Forum Speakers Alex Greenbaum, VP - Private Equity & Infrastructure, GIC Marcia Favale, Member, Government Investment Council, Kazakhstan Nigel Gormly, Head of International Direct Investment, New Zealand Superannuation [...]
Green Bond Investment Outlook February 2, 2017 5:00PM Welcoming Remarks Daniel Dagen, CFA, Chief Executive Officer, CFANY 5:02PM Keynote Address Mike Eckhart, Managing Director, Global Head of Environmental Finance and Sustainability, Citigroup 5:30PM Green Bond Asset Manager Panel Moderator Henry Shilling, Senior Vice President, Moody's Investors Service Panelists Eric Glass, CFA, Portfolio [...]
Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability. Add to the mix, negative to low interest rates in Europe & Japan, emerging market headwinds, global growth concerns and stock-market volatility, and the opportunities for yield appear to be limited.
2nd Annual Single Family Office Conference April 6, 2017 5:30PM: Check-In 5:55PM: Sponsor Welcoming Remarks Jason Psome, CAIA, Managing Director, Nuveen 6:00PM: Special Guest Keynote Address Dr. Raphael Amit, Founder, Wharton Global Family Alliance 6:15PM: CFANY Welcoming Remarks Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office and Board of Directors, CFANY 6:20PM: Keynote Address Fireside [...]
Africa is a continent with enormous potential and returns, but with significant pitfalls for investors. In this conference, we will explore legal and other methods for investors in private deals to manage their risks in Africa. Active and potential investors in Africa and other frontier markets will not want to miss this event!
This will be a lively and informed debate on the Euro’s long-term viability, with some tactical points that will be made along the way.
Structured financial reporting offers considerable value to investors today, additional improvements would increase its value considerably. Investors are not fully aware of the tools currently available and how these tools can assist in their investment process. Description The program will explore how technology, like the XBRL data standard, can be harnessed to reform the financial reporting process and walk through key issues including: How technology can be used to enhance the analytical process The importance of financial data for investment decision making Recommendations for regulators and standard setters about how to improve the quality of corporate disclosures Additional ways structure data would augment the usefulness of reported data, such as in the MD&A and earnings releases
Full understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future.
The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date, more than 1,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute, GIPS committees, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions.
Bank of America is hosting for CFANY its third annual Alpha Women panel event, which will bring together five very successful and highly experienced women in the investment management industry to share their insights on what it takes to achieve success in the world of finance. In line with the CFA Institute's Women in Investment Management (WIM) initiative, which aims to improve investor outcomes by announcing diversity in the investment management profession, the panel will seek to explore various issues confronting female investment managers in a competitive environment that is predominated by their male counterparts. They will discuss its characteristics of successful leaders their determination they applied in the corporate world.
In this conference, we will bring together leading venture capitalists, investors in venture-backed companies and allocators who invest in venture capital funds to learn how they pick winners, add value and deliver returns.
Description to come.
Major corporate decisions, such as restructuring and M&A, are predicated on financial indicators of profitability and asset/liabilities values. These documents move mountains, sowhat happens if they're based on faulty indicators that fail to show the true value of the company? Join us for a lively conversation with Professor and Author Baruch Lev on his newest book “The End of Accounting and the Path Forward for Investors and Managers”. You will leave the event with a blueprint for more accurate valuations.
Build meaningful connections through networking with other CFA NY members and non-members. - Become a part of CFA Society NYC and/or Young Leaders - Expand your network of connections across the financial ecosystem - Increase your awareness of the resources available through CFA Society New York - Participate in the incubation, development and execution of future Young Leaders programs
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