Events for December 18, 2024 - September 14, 2024

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Event Category: CFA Society NY Event
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An Overview of the State of LIBOR Transition

Virtual Only

LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition.

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Conference / Seminar, Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming

Challenges Implementing the 2020 GIPS Standards

Virtual Only

We will discuss the key challenges firms are dealing with when moving to the 2020 GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.

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Performance & Risk Analytics, Virtual Events & Programming
Featured Featured

Southeast Asia’s Risks and Returns, During and Beyond Covid

Virtual Only

Hear the CIO of Khazanah Nasional Berhad, the sovereign wealth fund of the Government of Malaysia and Edphawin Jetjirawat, MD, Temasek interviewed by Sharinee Shannon Kalayanamitr, Gobi Partners.

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

24th Annual Insurance Conference

Virtual Only

The 24th Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.

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Sponsored, Sponsored Event*, Virtual Events & Programming

Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Virtual Only

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

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Other Industry Event, Other Industry Events

Oshkosh CEO Discussion and Plant Tour

Virtual Only

Come explore with us, in a live meeting with CEO Wilson R Jones and plant tour, how this Fortune 500 industrial makes sustainable profits as a market leader in essential products. Questions along the way will be asked by a panel of buyside analysts and possibly a sell side analyst or two.

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Institutional Asset Management, Virtual Events & Programming

Analytics Tools for Managing Portfolio Risks

Virtual Only

Combining meaningful information and insights into a portfolio investment process is a challenging task for any investor. Fortunately, advances in academia and improvements in technology have provided a number of methods and tools to help investors visualize key information quickly, accurately and easily.

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Alternative Investments, Virtual Events & Programming
Featured Featured

CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework Conference

Virtual Only

To help asset owners measure the impact of their Real Asset portfolios on both ESG and delivery of the Sustainable Development Goals (SDG’s) the AOS advisor committee approached GRESB, Univ. of Cambridge Institute for Sustainability Leadership and Africa investor as technical partners, to work with a high-level ‘Brain Trust’ and explore the creation of a framework, narrative and benchmark to measure the impact of infrastructure assets on delivery, and to promote adoption amongst their respective asset owner networks. The framework is the first output from the effort.

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

ESG Creates Value, Not Just Investment Returns

Virtual Only

Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization.

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Business Management, Sustainable Investing, Virtual Events & Programming

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

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

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
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CFA Society New York
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New York, NY 10036-2714
Phone: (212) 541-4530

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