Events for November 12, 2024 - December 17, 2024

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Investor Forum 2020: Ready for Anything – Using Data in Perilous Times

Virtual Only

Periods of crises demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises. This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.

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Financial Reporting and Analysis, Other Industry Event, Other Industry Events, Virtual Events & Programming

Diversity & Inclusion in the Consultant Community

Virtual Only

For the second installment of CFA Society New York's new Diversity Speaker Series, we examine how the consultant community is effecting change across the investment industry.

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Diversity & Inclusion Forum, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

CFA Society New York 1540 Broadway, New York City, 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, Interest Group Meetings, Investment Professional Employment Outlook Series, Toastmasters

Value Investing: From Graham to Buffett and Beyond

Virtual Only

Overview In the modern era, investors are increasingly caught up in so-called hot tips, can’t-miss startups, excessive optimism, and short-term speculation. Value investing is the antithesis to these short-sighted approaches and stresses what Ben Graham—the father of value investing—referred to as the “margin of safety” when describing the gap between an equity’s price [...]

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Other Industry Events, Value Investing, Virtual Events & Programming

Private Equity Deal Process – Wall Street Prep

Virtual Only

The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.

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

3rd Annual Private Credit Outlook

Virtual Only

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.

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Alternative Investments, Virtual Events & Programming

Biotech SOTP Valuation – Wall Street Prep

Virtual Only

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company

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

Still Lower for Even Longer: What Will Its Impact Be?

Virtual Only

Interest rates have been low since the Global Financial Crisis. With COVID-19, they are now even lower and seem unlikely to rise for years from current multi-century lows. How will this impact investors and fixed income markets? How are important fixed-income investors responding to this new paradigm? 

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Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming
Featured Featured

North American Alternative Investment Risks

Virtual Only

Rossitsa Stoyanova, Managing Director, Canada Pension Plan Investment Board will be interviewed by John Bowman, CFA of CAIA.

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AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

7th Annual Sustainable Investing Conference – ESG 2.0

Virtual Only

Our Sustainable Investing Group kicks off the Annual Sustainable Finance Week in New York with the 7th Annual Sustainable Investing Conference. We will focus on new trends of sustainable finance and investing, and go beyond the usual discussion about what ESG means and doesn’t mean. Understand how investors have successfully integrated ESG into investments and investment analysis, the trends of using new technologies – including Artificial intelligence, machine learning, and satellite imagery – to expand, support, and identify investment opportunities.

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Sustainable Investing, Virtual Events & Programming

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
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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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