Events for Wednesday, June 11 - Sunday, June 1

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Event Category: CFA Society NY Event
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Green Bond Investment Outlook

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

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 [...]

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Asset Owner Series, Global Investing Group

2nd Annual Insurance Company Chief Investment Officers Roundtable

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

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.

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Asset Owner Series

2nd Annual Single Family Office Conference

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

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 [...]

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Asset Owner Series

Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills

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

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!

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Seminar

Financial Reporting and Analysis Today: Making the Process Easier, Faster & Better

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

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

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Financial Reporting and Analysis

The State of Retirement

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

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.

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Institutional Asset Management, Private Wealth Management

Second Annual CFANY GIPS Forum

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

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.

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Conference, Performance & Risk Analytics, Programs for Members

Alpha Women—In a Male Dominated World of Finance

Bank of America at Bryant Park One Bryant Park, 2nd Floo, New York,, NY, United States

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.

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Career Development, Seminar

Venture Capital Conference: Perspectives from VCs and Allocators

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

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.

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Alternative Investments, Conference

CFANY Author Series: THE END of ACCOUNTING and the Impact of Tax Legislation on Earnings

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

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.

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Young Leaders Summer Social Event

Novotel 226 W 52nd Street, New York, NY, United States

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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Young Leaders

Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective

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

In the last decade, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager, Blackrock, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market? Hear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors.

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Global Investing Group, Institutional Asset Management

Regulatory Changes: Impact on Energy and Financial Service Companies

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

Current and anticipated regulatory changes will have an important impact on two critical investment sectors: Energy and financial services. If you invest in, perform financial analysis on or work at energy or financial service companies, it’s imperative that you be aware of the latest regulatory changes occurring in Washington, DC and at a state level in order to assess what opportunities and risks these changes present to the companies you follow, invest in or work at. On Tuesday, June 6, the Regulation and Market Integrity Thought Leadership Group will sponsor two panel discussions made up of leading experts in both sectors to discuss current and anticipated regulatory changes impacting these sectors to help CFANY members assess those opportunities and risks. Topics to be discussed will include recent Presidential executive orders impacting the energy sector and the applicability of new fiduciary standards to the financial service industry.

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