Events for Wednesday, December 4 - Monday, September 23

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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
Featured Featured

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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

Intro to Data Science for Business and Finance (Advanced Python)

Virtual Only

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average.

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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

Financial Issues Forum Presents Joseph Calandro, Jr. on “The Credit Cycle: Challenges & Solutions”

Virtual Only

Overview This presentation by Joe Calandro will profile the United States credit cycle and the challenges it poses, along with a perspective on where we seem to be in the cycle today. He will show the prior credit cycle wave of progressively lower inflation and interest rates began in 1982, following a historic [...]

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Free Webinar, Other Industry Events, Value Investing

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, 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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