Events for January 29, 2025 - Thursday, November 7

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Financial Issues Forum Presents Leon Cooperman on “From the Bronx to Wall Street” with Mario Gabelli

McNally Amphitheatre 140 W 62nd Street, New York, NY

Overview Join The Gabelli Center for Global Security Analysis, in conjunction with the Museum of American Finance, and CFA Society New York, Join us on September 7, 2023, from 5:00 p.m. – 6:00 p.m. in the McNally Amphitheatre on Fordham University’s Lincoln Center Campus for a fireside chat with Leon Cooperman, Founder, Omega Family [...]

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Global Investing Group, Other Industry Events, Value Investing

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Breaking into Private Equity: LBO Modeling and PE Deal Process Masterclass

Virtual Only

Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Insurance Industry Modeling-Wall Street Prep

Virtual Only

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company

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Other Industry Event, Other Industry Events, Virtual Events & Programming

SaaS and Recurring Revenue Modeling & Analysis

Virtual Only

Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Filling the Global ESG Gap Before It’s Too Late!

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The financial services industry has a long way to go to play its part in ESG and DEI change. With time running out, hear from global asset owners, local and federal government officials and other SDG experts about what we can do and how. Agenda 8:30 AM | REGISTRATION [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Alternative Investment Group Meeting

Virtual Only

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Biotech SOTP Valuation – Wall Street Prep

Virtual Only

This course is an intensive instructor-led training program where trainees learn how to value a clinical-stage, pre-revenue biotech by building a long-range sum-of-the-parts valuation. Ideal for investment banking, private equity and VC professionals focusing on the biotechnology industry, this seminar bridges the gap between academics and the real world and equips trainees with the practical modeling skill set needed to build a biotech SOTP valuation.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Introduction to Project Finance Modeling – Wall Street Prep

Virtual Only

This boot camp is an intensive training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Pacific Alliance Leaders ESG Summit

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Latin America’s political and social changes are ongoing. However, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners, portfolio managers and senior executives on what the changes mean and where value is growing.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Introduction to Python for Business and Finance- Cognitir

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Financial Issues Forum Presents Diana Henriques

Virtual Only

Overview Join The Gabelli Center for Global Security Analysis, in conjunction with the Museum of American Finance, and CFA Society New York, for a virtual program with award-winning financial journalist Diana Henriques on her latest book, Taming the Street: The Old Guard, the New Deal and FDR’s Fight to Regulate American Capitalism. Taming the Street [...]

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Free Webinar, Other Industry Events, Value Investing
Featured Featured

Cyber Crisis: The AI Risk You Missed

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Cyber risk is rising on AI, virtual reality, tokenization and more. This means greater immediate risk to your company and the assets you manage. This event will share best practices that you can employ to ensure a secure environment and provide you with the tools to identify the corporate risks to your employer and the risks to your portfolios.

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Business Management, Conference, Conference / Seminar, Global Passport, Toastmasters, Virtual Events & Programming
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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