Although a substantial part of the risk and return of any portfolio comes from asset allocation, the majority of investment professionals worldwide are currently focused on security selection. Join Pranay Gupta, CFA, as he questions this basic structure of the investment process and investment industry.
Institutional investors are concerned about market risk and political uncertainties while markets are at all-time highs. While many “managers” are well versed in traditional “buy and hold” or “long only” strategies, many do not have a solution for the inevitable correction, “left tail” risk or an unexpected political event.
The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.
Smart analysts and investors leverage structured data to improve efficiency, reduce costs and increase the accuracy of analysis. This half-day forum provides practical information about where you can get structured data on US and non-US companies, on who’s using this data today, and a step-by-step discussion on how to get started using XBRL data within your own organization. This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and veteran requires a considerably deeper understanding of what is required for success than either appreciates. The challenge is significant. In 2014, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year. For many, both those who leave their jobs and those who stick it out, even many years in the civilian workforce can leave veterans unsure of the direction that will bring them satisfaction and success.
In this conference we will bring together innovators, experts and practitioners utilizing artificial intelligence, alternative data, data science and technology to kickoff a series of events focused on the impact of these advances on the world of finance. Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry.
In the past decade, the financial services industry has witnessed continuing growth in diversity of its approaches to generating returns. This discussion will feature a panel of senior investment professionals who will share their own views on where there is opportunity to generate excess returns. You will depart the evening with insights into the versatility of investment strategies along with new ideas to help you achieve your investment objectives.
This event explores the real-word issue facing institutional investors worldwide - how to evaluate the total performance of sustainable investment strategies. Find out about the latest developments in ESG investment performance measurement and evaluation, and how asset owners are selecting and evaluating ESG managers
Difficult conversations — whether you’re looking to move to a new role or seeking a revised compensation package — are an inevitable part of managing your career. How should you prepare for these types of discussions? How do you find the right words in the moment? And, how can you structure the exchange so that it goes as smoothly as possible?
Join world-class equity investors for insights into valuation to help you avoid the market’s noise and herding effects and stay focused on a company’s true intrinsic value. Learn about behavioral factors and investing.
Keynote Speaker: Daniel Gamba, CFA (CFA Institute Board Member) - - Hors d’oeuvres and wine will be served at the reception. Complimentary member event.
The 2nd Annual Public Pension Funds Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.
“Restoring American Economic Dynamism: New Solutions for America’s Productivity Slowdown” will be a day-long conference offering fresh ideas of how to bring back American prosperity and growth. The conference will address the true economic challenges facing America: Is it a measurement problem, with statistics failing to capture improvement in living standards? Or is it an inequality problem, where the United States actually has two economies, one providing high-wage jobs in information technology and finance, and the other centered on low wage service jobs and dying old industries where most of the supply chain has fled to other countries?
Will tackle various issues including job hunting strategies, common pitfalls in interviewing and how to avoid them, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes. Finally, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry, but also their expectations during the next six months.
Tuesday, Dec. 5 | 6:00- 8:00 PM Followed by a catered networking reception Fees Free | Members Only Register to Attend Candidate Nominations Nominations Committee Submit Online Application Form Download Application Form Board of Directors Submit Online Application Form Download Application Form [...]
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