Events for Wednesday, June 11 - Sunday, June 15

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Event Category: CFA Society NY Event
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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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How Financial Compliance is Transforming the Diamond Industry, brought to you by De Beers

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

At this briefing, De Beers, the world’s leading diamond miner, and a business with expertise across the entire diamond value chain, will give a unique insight into the forces that are shaping the modern diamond industry, including the once-in-a-lifetime prospects for demand growth that are now emerging in China and India. The briefing’s focus with be squarely on the extraordinary businesses that operate in the industry’s midstream, and the financial and ethical compliance programmes that have now opened the door for them to a much wider world of financial opportunity. The picture that emerges is of a dynamic and modern industry on the cusp on a sparkling future, which it is facing with renewed confidence.

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3rd Annual Real Estate Outlook Event

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

The Alternative Investment Group’s 3rd Annual Real Estate Outlook conference brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening kicks off with a broad view of real estate market trends from a leading real estate economist. The panel then follows with actionable ideas from allocators and investors in public and private markets pursuing debt and equity strategies.

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Alternative Investments

Midyear Market Outlook Roundtable

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

This event is a chance to hear a panel of distinguished Strategist discuss and debate their outlooks for the markets. In addition, this mid-year event can also serve as chance to reflect on first half of the year and what it means for the future—looking at the new administration, the Federal Reserve interest rate moves and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFANY member to evaluate. This event is a chance to hear buyside strategists, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should be considering in forming their views about where to place capital and how to put it to work.

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Institutional Asset Management

High Yield Bond Master Class & 27th Annual High Yield Bond Conference

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

This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners, providers of services to high yield managers, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios.

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Portfolio & Risk Management, Seminar

Evolution of Finance

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

The financial services industry is in the midst of rapid change. Disruptive business models, regulatory pressures, increasing disintermediation, and shifting customer preferences are rapidly changing the ways in which financial services are structured, delivered and consumed. The Young Leaders Group has assembled a panel of 5 high impact finance professionals who have the pedigree and background to discuss the evolution / future state of the industry.

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Young Leaders

Veteran Transition Boot Camp ­— Spring 2017

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

Finance 101: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught. Close with how to become more educated, i.e. MBA vs. CFA.

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Veterans

The Cyber Security Threat and How Money Managers Can Protect Themselves

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

This event will explore a critical issue facing money managers–cyber security–and what they can do to protect themselves. Managers need to understand the broad range of threats as they are only as good as the weakest link in the financial ecosystem. The discussion will be led by subject matter experts from the FBI, DTCC, technology firms, compliance specialists and money managers.

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Business Management

Part II: Veteran Transition Boot Camp ­— Spring 2017

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

Finding the Right Fit and Managing Expectations: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives.

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Veterans

CFA Society New York Book Club: “The Frackers” by Gregory Zuckerman

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

How did we go from concerns around peak oil to a supply driven drop in O&G prices? What is horizontal drilling and hydraulic fracturing? How has the US become a major player in O&G potentially causing Saudi Arabia and Russia to cut production to keep prices elevated? Learn about the U.S. energy revolution and how 21st century wildcatters of America’s energy renaissance leveraged technology and managed risk to produce a stunning energy boom in the United States. This powerful book details how the U.S. private sector operates and the risks/rewards associated with the volatile energy sector. We look forward to seeing you at the June event to discuss this and other questions in more detail.

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