Events for Thursday, May 8 - November 7, 2024

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Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job

Virtual Only

A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.

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Business Management, Career Development, Virtual Events & Programming, Young Leaders

Financial and Valuation Modeling Boot Camp – Wall Street Prep

Virtual Only

Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.

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

Fintech Leadership Group Meeting

Virtual Only

The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.

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Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Introduction to Project Finance Modeling – Wall Street Prep

Virtual Only

This boot camp is an intensive virtual 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

State of the Industry: CEO Panel

Virtual Only

Join us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future.

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Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming

Emerging Managers Summit

Virtual Only

This event is for professionals thinking about launching, ready to launch or recently launched a mone ymanagement firm. Panel discussions will be focused on issues that concern anyone starting or running a successful money management firm. Attendees will learn about issues surrounding presentation development, Legal and regulatory, Compliance, Marketing, Capital raising, Administration, and Operations.

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Alternative Investments, Business Management, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

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, Interest Group Meetings, Toastmasters, Veterans

Veterans Roundtable Group Meeting

Virtual Only

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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

Institutional Asset Management group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Private Wealth Management Group Meeting

Virtual Only

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

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