Events for Wednesday, July 24 - Thursday, June 6

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MIFID II: How It Will Impact Your Business

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

Our panel of experts will explore the new regulation known as “Markets in Financial Instruments Directive” (MiFID II), a policy directive that will have far reaching consequences for all financial services firms. The central theme of this regulation is increased transparency and safeguards for investors and has direct implications for areas such as treatment of soft dollars, research and data access, break evens for small and emerging managers and beyond. Currently only a European regulation, this is highly likely to at least impact firms operating in the US and yet the implications are still poorly understood by the investing world. We will explore the positives and the negatives to this legislation and its effect on investment firms.

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Business Management

Financial Crisis, Corporate Governance and Bank Capital

Lowenstein Center Lincoln Center Campus, 113 West 60th Street, New York, NY, United States

In the aftermath of the 2008 crisis, senior policymakers and the media blamed excessive risk-taking by bank executives—undertaken in response to their compensation incentives—for the crisis. The inevitable follow-up to this was to introduce stronger financial regulation, in the hope that better and more ethical behavior could be induced. Despite the honorable intentions of regulation, such as the Dodd-Frank Act of 2010, it is clear that many big banks are still deemed too big to fail. This book argues that by restructuring executive incentive programs to include only restricted stock and restricted stock options with very long vesting periods, and by financing banks with considerably more equity, the potential of future financial crises can be minimized.

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Other Industry Events

New York Life Veteran Open House

120 Broadway - Suite 2900 120 Broadway - Suite 2900, New York, NY, United States

In partnership with the Veterans Roundtable of CFA Society of New York, New York Life will be hosting an open house for transitioning military service members and veterans on May 2. Professionals within different divisions of New York Life will elaborate on their roles and functions in order to give service members valuation insight into various career transition options post-military service. The speakers will be providing expert insight pertaining to their journey into success within the financial service industry.

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Veterans

2nd Annual Green Bonds Event

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

Since the introduction of the Green Bond Principles by the ICMA in January 2014 and the negotiation at the end of 2015 as well as subsequent adoption of the Paris Climate Agreement by 196 signatories, the issuance of labelled green bonds has increased substantially. Cumulatively, about $350 billion in green bonds have been issued since the first green bond was launched in 2007. Last year, $155.4 billion in green bonds came to market, an increase of 66% versus 2016 and a four-fold increase since 2014. Issuers from across the globe included supranational institutions, corporations, banks and other financial entities, sovereign and sub-sovereign issuers, including municipalities in the US, as well as structured transactions.

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Sustainable Investing

Leadership and Diversity Fireside Chat with Colonel Juanita Chang

Standard Chartered Bank 1095 Avenue of the Americas, New York, New York, United States

Leadership and Diversity Fireside Chat with Colonel Juanita Chang Monday, May 14 4:00 pm - 5:30 pm   Register to Attend You’re invited to the 2018 wVOWS Fireside with Leaders session.  This session, on Monday, May 14th, will be hosted by Standard Chartered Bank in partnership with wVOWS. Peter Holden, Head of Debt Capital Markets, Standard [...]

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Other Industry Events, Veterans

25th Anniversary of Financial Shenanigans with Howard Schilit

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

The author of the bestselling classic Financial Shenanigans will be at CFANY in person to discuss his brand-new 25th anniversary edition of Financial Shenanigans. Schilit has been called the “Sherlock Holmes of Accounting” for finding corporate frauds. In a review, he will walk us through his latest edition and bestow investors with the tools they need to detect various "accounting gimmicks & fraud" in financial reports.

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Book Club & Author Series, Financial Reporting and Analysis

How to Build & Launch a New Business

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

Join us for a series of fireside chats with four accomplished entrepreneurs who have leveraged their backgrounds as industry practitioners to launch successful businesses in financial services. Hear firsthand why they decided to pursue their own venture, how each of them made the transition, and what lessons they have learned over the years. The format of the event is intended to encourage active dialogue between speakers and attendees so take advantage of the opportunity to learn about the entrepreneurial spirit. The program will conclude with a catered reception and an open networking session so reserve your spot now!

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Business Management, Young Leaders

Alpha Women: Shaping the Future of Finance

Société Générale 245 Park Ave, New York City, NY, United States

Women make up just 9-11%- percent of senior employees in private equity and venture capital respectively*. Despite the recent news spotlight on venture capital following several high-profile gender-focused cases, the reality is that the low representation of women in these industries has been a long term trend. In its 4th year, this event will feature a moderated panel of PE and VC industry veterans discussing their own career paths and experiences, recognizing challenges from breaking into the industry through to effectively navigating towards senior level positions.

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Career Development

3rd Annual 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. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards and hear from industry experts on how they implement the standards and other performance measurement analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

Annual PE/VC Conference: Perspectives from Allocators and Managers

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

This conference brings together leading private equity and venture capital fund managers and allocators to learn how they pick winners, add value, and deliver returns. Our speakers discuss their experiences fundraising, investing in private companies and funds, how they manage their portfolios, and their expectations for the future.

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Alternative Investments

Professional Review Day

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

Join the Career Development Group and CFA Society New York on June 5th for an exclusive opportunity at our Professional Review Day. This day contains four individual elements where each participant can register for any of these elements. These elements vary from enhancing an elevator pitch, professionally reviewed resumes, professional headshot, and a Linkedin panel. Each of these elements is designed to help you grow professionally.

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Career Development, Membership Committee, Young Leaders
Featured Featured

India 2018 – Opportunity Calling

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

A candid no-holds barred discussion, with C-suite leaders from the investment management industry in India, on the path and roadblocks to India becoming the fourth largest economy in the next 5-7 years. Is India on a path to sustainable growth? Will current macro and microeconomic indicators support this growth? What are the inherent risks and challenges of doing business in India, and what are the mitigating factors, if any? What are current and upcoming investment opportunities in India? How does India stack up vis-à-vis other emerging economies?

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Sponsored Event*

Young Leaders Summer Social 2018

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

Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society members at this after-hours reception while enjoying drinks on the roofdeck of Novotel in Times Square. Register early to reserve your spot!

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Young Leaders

28th Annual High Yield Bond Master Class & Conference

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

Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.

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Portfolio & Risk Management

How Institutional Investors Use and Think About Exchange-listed Options

Webinar

Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018, Greenwich Associates interviewed 80 institutional investors in the U.S., incorporating a mix of asset managers, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals.

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Free Webinar, Other Industry Events, Sponsored Event*
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CFA Society New York
1540 Broadway Suite 1010
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Phone: (212) 541-4530

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