At the beginning of 2020, BlackRock Chairman and CEO Larry Fink wrote in his annual letter to CEOs that investors were underestimating the investment risks posed by climate change and that we are on the edge of a fundamental reshaping of finance. He also stated that sustainability would be the new standard for investing at BlackRock.
Ashby Monk (Stanford) thinks investors will need to understand more about long term risks, unconventional data and have good tech partners in the future.
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.
Join us as we discuss the evolving trading systems landscape from an asset management perspective. Order and Execution Management Systems (OMSs/EMSs) and related systems continue to evolve given technological advances, vendor competition and client demands – and our experts will provide participants with valued perspectives on how to value, choose and optimize critical trading systems.
Scenario analysis is one of the most useful tools for incorporating climate change-related risks and opportunities into the investment process. It enables a company’s management, analysts and investors to envision a number of different possible outcomes and test the sensitivity of returns to a number of prominent risk factors.
Join us as Jo Murphy (CAIA) interviews Professor Mark Konyn, Group CIO at AIA, the largest independent, publicly listed pan-Asian life insurance group.
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 [...]
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.
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.
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.
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?
Elizabeth Burton, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman, CFA, of CAIA.
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.
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.
This event will present experts in healthcare, the US equity market and political analysis as they discuss the effects of Covid-19 and the US election on value equities.
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