Events for October 29, 2024 - September 10, 2024

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[CFA Institute Virtual] Women in Investment Management: Access to Success in a Changing Industry

Virtual Only

Overview The investment industry is in a state of upheaval driven by the rise of machine learning and AI, the need for greater personalization in investing, and increased demand for stewardship and a broader appreciation of the social factors in ESG — these trends have all been accelerated by COVID-19. Addressing these challenges [...]

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

Excel Visual Basic (VBA) for Finance – Wall Street Prep

Virtual Only

This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.

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

Second Annual Secondaries Outlook

Virtual Only (Zoom)

The secondary market began in the 1980’s as a method to provide liquidity to investors in illiquid private equity and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations.

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Alternative Investments, Virtual Events & Programming

Modernizing Investment Research: Using AI to Derive Insights

Virtual Only

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

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Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming
Featured Featured

Racial Equity in Asset Management: Asset Owners’ Perspectives

Virtual Only

What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

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AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming
Featured Featured

See How a State Pension Plan Sees the Long Run

Virtual Only

Elizabeth Burton, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman, CFA, of CAIA.

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

6th Annual Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World

Virtual Only

In its sixth year, the Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World event will feature women who leveraged their financial experience to launch their own businesses, or to join a start-up. Speakers will explore the why, when, and how they went about leaving the corporate world in order to pursue their passion.

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Virtual Events & Programming

Private Equity Boot Camp – Wall Street Prep

Virtual Only

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

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Other Industry Events, Virtual Events & Programming

Virtual Networking with CFA Society New York, CAIA NY Society, and Columbia Business School

Virtual Only

CFA Society New York’s Young Leaders Group in collaboration with CAIA New York, and Columbia Business School EMBA program will host a virtual networking event on Thursday, October 22, 2020. Over the course of an hour in breakout discussions, young professionals will have the opportunity to network with others professionals who have committed to earning credentials such as the CFA charter, CAIA charter, and MBA degree and how those credentials have helped propel their careers forward.

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Virtual Events & Programming, Young Leaders
Featured Featured

How One Endowment and One Family Office are Implementing ESG Investments

Virtual Only

Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.

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

FP&A Technical Mastery – Wall Street Prep

Virtual Only

This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions.

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

Modernizing Investment Research: The Infrastructure to Make It All Work

Virtual Only

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

Find out more »
Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming

Climate Change Explained and Economic & Market Implications

Virtual Only

Climate change will affect economies and markets in the coming decades at an accelerating rate if we do not bend the PPM curve back toward the x-axis. Even if we eventually do bend that curve, certain changes to our climate in our lifetimes, our children’s lifetimes, our grandchildren’s lifetimes, and our great-grandchildren’s lifetimes are already set and likely irreversible. It is true that CO2 PPM levels have been much higher in the history of earth than they have been in human history. Levels of CO2 in the atmosphere are estimated to have reached nearly 7,000 PPM about 500 million years ago and are estimated to be in the low thousands during the age of the dinosaurs.

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Other Industry Event, Other Industry Events, Sustainable Investing, Virtual Events & Programming
Featured Featured

CFA Society New York Annual Celebration 2020

Virtual Only

CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.

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Conference / Seminar, Virtual Events & Programming
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