Events for December 18, 2024 - September 14, 2024

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Centennial Speaker Series – George G. Szpiro on Risky Decisions: How Mathematical Paradoxes and Other Conundrums Have Shaped Economic Science

Virtual Only

Overview This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. At its core, economics is about making decisions. In the history of economic thought, great intellectual prowess has been exerted toward devising exquisite theories of optimal decision-making in situations [...]

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

Alternative Investment Group Meeting

Virtual Only

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Sustainable Investing Group Meeting: Aggregate Confusion

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Modeling Multifamily Real Estate – Wall Street Prep

Virtual Only

Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.

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

Robinhood, the Retail Renaissance, and What it Means for Fintech and Capital Markets

Virtual Only

As a disruptive fintech player that has attracted an outsized amount of attention from mainstream financial media, Robinhood is sparking a retail renaissance: 25% of all trades now originate from retail investors. During the early days of the pandemic in 2020, the company raised $1.25 billion and was valued at nearly $11 billion; in February 2021, it raised another $3.4 billion. Join the Fintech Thought Leadership Group of CFA Society New York for this timely event to discuss the business model of firms like Robinhood.

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Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

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, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Bank Industry Modeling – Wall Street Prep

Virtual Only

This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.

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

LIBOR Transition Series

Virtual Only

LIBOR has played a pivotal benchmarking role in global financial markets for 35 years, but as this role winds down and firms transition to using SOFR and other reference rates, millions of contracts worth hundreds of trillions of dollars must be retooled. Join us as we invite leaders from across the industry to share their expertise during this transition period. In three sessions, speakers will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations.

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

A Data-Driven Lens on Diversity & Inclusion

Virtual Only

How can you best assess the role of Diversity & Inclusion research in financial services? While the broader diversity, equity, and inclusion (DEI) conversation is often clouded with subjectivity and bias, recent available data draws a clear connection between diverse, inclusive workplaces and improved business results across a range of settings.

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Diversity & Inclusion Forum, 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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