This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.
Please join the Young Leaders Group to help all New York area candidates who took the Level II exam celebrate! Pizza, sodas and networking will all be available.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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!
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.
The Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry.
This boot camp is an instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.
SuperReturn Energy is the #1 meeting place to connect with senior private equity professionals specialized in energy. Join 100+ energy investors, including founders & CEOs, managing directors, heads of natural resources and energy investments.
SuperReturn Private Credit US, is moving to New York this year and will bring together influential LPs, GPs and senior decision makers to share the latest market intelligence and build strong relationships.
SuperReturn North America, the flagship conference, is moving to New York this year and will bring together influential LPs and GPs to build strong relationships, make valuable new contacts and share the latest market intelligence.
This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting.
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
In this workshop participants will learn how to execute key business intelligence and visualization tasks via Microsoft’s Power BI software. Power BI is a software solution that Gartner's Magic Quadrant has highlighted as a leader in analytics and business intelligence platforms for the last twelve years.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
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.
CFA Society New York
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New York, NY 10036-2714
Phone: (212) 541-4530
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