This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.
Demographic shifts and client expectations have signaled a need for change in Wealth Management for years. The combination of Generative AI and ongoing consolidation have brought the industry to a tipping point where quality advice can truly be delivered at scale.
Skills for the Quant Jobs of the Future
The CFA Society of New York: Jamaican Investment Forum will feature seasoned investment professionals providing an insider’s view of one of the Caribbean’s most dynamic economy.
We will discuss the key challenges firms are dealing with when moving to the latest GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.
Overview As new regulations and frameworks evolve to make climate data investor grade data and on par with financial data, join us to discuss the latest regulations and climate disclosure standards and risk management techniques investors need to know. Our panelists will discuss trends and commonalities in various regulatory regimes, how issuers are preparing for these changes, and what data will need to [...]
Overview This engaging session is designed for financial professionals who want a deeper understanding of the critical role that Treasury securities play in today's complex financial landscape. Our expert panel will delve into the details of the treasury functions, bring out associated risks, and demystify the reverse repurchase agreement. Whether you are an [...]
The 11th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!
Join the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.
Join other members to hear a debate between two financial historians who say that changes over decades are having an impact on portfolios today. Before and after the debate we will survey attendees to see if the discussants swayed their thinking. The debate will include integrity and good faith arguments.
Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]
Overview Private equity and private credit appear to be overbought. And there are risks in the current valuations and the lack of liquidity. Further, shortcomings with due diligence may lead to a lack of sophisticated managers and some unethical behaviors. Attend this event to hear how you can benefit from a better understanding [...]
Overview Learn from people who have met, researched and worked with the best leaders in the financial services sector. They will share best practices, how to evolve your leadership skills and how to adapt those skills for the higher skills that will be required of financial services professionals in the future. [...]
Overview An Asset Owner Series™ Event Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty. This event will focus on the status of sustainable investing among asset [...]
Overview An Asset Owner Series™ Event Asset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa. In-person registration will close on Friday, September [...]
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