Explore the relentless expansion of Amazon into various sectors of the economy, and how it’s become a disruptive force over the past few decades.
Mihir Desai, Ph.D. is the Mizuho Financial Group Professor of Finance at Harvard Business School and a Professor of Law at Harvard Law School. In his latest book, The Wisdom of Finance: Discovering Humanity in the World of Risk and Return, he asks how do we pursue and create value. He is bringing his insights on how Literature, Religion, and Liberal Arts impact the financial world. The first 100 attendees will receive a free copy of Prof. Desai's book.
The people who have volunteered will be presenting a brief presentation on a stock of their choice. Audience members can then debate and discuss the merits of the investment and provide feedback to the presenter.
Abby Joseph Cohen is an advisory director and senior investment strategist at Goldman Sachs in New York. Her work is focused on the intersection of economics, government policy, and financial markets. Abby began her career as an economist at the Federal Reserve Board in Washington, D.C.
In this conference, we will bring together leading visionaries, entrepreneurs, investors and practitioners in blockchain, distributed ledger technology and cryptocurrency. The program will begin with a brief overview of blockchain technologies followed by a keynote speaker who will address the current landscape, including how the technology may impact charterholder careers. Finally, a panel of of leading entrepreneurs, investment professionals, and financial services professionals will discuss an overview of current use cases/projects both inside and outside financial services.
This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.
Although a substantial part of the risk and return of any portfolio comes from asset allocation, the majority of investment professionals worldwide are currently focused on security selection. Join Pranay Gupta, CFA, as he questions this basic structure of the investment process and investment industry.
Institutional investors are concerned about market risk and political uncertainties while markets are at all-time highs. While many “managers” are well versed in traditional “buy and hold” or “long only” strategies, many do not have a solution for the inevitable correction, “left tail” risk or an unexpected political event.
The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.
Smart analysts and investors leverage structured data to improve efficiency, reduce costs and increase the accuracy of analysis. This half-day forum provides practical information about where you can get structured data on US and non-US companies, on who’s using this data today, and a step-by-step discussion on how to get started using XBRL data within your own organization. This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and veteran requires a considerably deeper understanding of what is required for success than either appreciates. The challenge is significant. In 2014, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year. For many, both those who leave their jobs and those who stick it out, even many years in the civilian workforce can leave veterans unsure of the direction that will bring them satisfaction and success.
In this conference we will bring together innovators, experts and practitioners utilizing artificial intelligence, alternative data, data science and technology to kickoff a series of events focused on the impact of these advances on the world of finance. Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry.
In the past decade, the financial services industry has witnessed continuing growth in diversity of its approaches to generating returns. This discussion will feature a panel of senior investment professionals who will share their own views on where there is opportunity to generate excess returns. You will depart the evening with insights into the versatility of investment strategies along with new ideas to help you achieve your investment objectives.
This event explores the real-word issue facing institutional investors worldwide - how to evaluate the total performance of sustainable investment strategies. Find out about the latest developments in ESG investment performance measurement and evaluation, and how asset owners are selecting and evaluating ESG managers
Difficult conversations — whether you’re looking to move to a new role or seeking a revised compensation package — are an inevitable part of managing your career. How should you prepare for these types of discussions? How do you find the right words in the moment? And, how can you structure the exchange so that it goes as smoothly as possible?
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