Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.
Social Value Investing presents a new way to approach some of society’s most difficult and intractable challenges.
The 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.
Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.
Through a series of counterintuitive concepts and contemporary case studies based on her firsthand experience of investing in 50 markets around the globe, Rupal Bhansali describes in her new book, The Need for Non-Consensus Investing, how to perform differentiated fundamental research to uncover mispriced stocks. Bhansali candidly shares her failures and mistakes as well as her successes and triumphs.
The event will start with FASB Keynote speaker on an overview of pronouncements and their impacts as well as FASB future plan and initiatives, followed by accounting professionals on the company’s adoption of the pronouncements and the trends.
Jim Simons is the greatest moneymaker in modern financial history. No other investor can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of 66%. The firm has earned profits of more than $100 billion—Simons is worth $23 billion.
Some uncertainties are resolvable. The insurance industry’s actuarial tables and the gambler’s roulette wheel both yield to the tools of probability theory. Most situations in life, however, involve a deeper kind of uncertainty, a radical uncertainty for which historical data provide no useful guidance to future outcomes.
The Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area.
Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them. Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry.
This one-day, hands on, webinar-based introductory course teaches participants foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks.
at 8:00-8:30AM (EST) | Repeat Session: 12:00-12:30PM (EST)
A free webinar from CFA Institute: Accurate data is the key to making better investment decisions, and understanding the current facts about the new Coronavirus outbreak is important for understanding today’s capital markets. Dr. Heymann will answer audience questions and help us understand the current data. Momoe Ikeda-Chelminska, EMEA Director for Educational Events at CFA Institute, will moderate this session.
A free webinar from CFA Society Boston featuring Richard Michaud, PhD, and David Esch, PhD of New Frontier Advisors.
A Virtual Gathering. Hosted by the Gabelli School of Business together with the International Humanistic Management Association
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