Events for July 2, 2024 - May 21, 2024

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Event Category: CFA Society NY Event
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7th Annual Sustainable Investing Conference – ESG 2.0

Virtual Only

Our Sustainable Investing Group kicks off the Annual Sustainable Finance Week in New York with the 7th Annual Sustainable Investing Conference. We will focus on new trends of sustainable finance and investing, and go beyond the usual discussion about what ESG means and doesn’t mean. Understand how investors have successfully integrated ESG into investments and investment analysis, the trends of using new technologies – including Artificial intelligence, machine learning, and satellite imagery – to expand, support, and identify investment opportunities.

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Sustainable Investing, Virtual Events & Programming

Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job

Virtual Only

A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.

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Business Management, Career Development, Virtual Events & Programming, Young Leaders

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

Fintech Leadership Group Meeting

Virtual Only

The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.

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Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Featured Featured

Utilizing the Canadian Endowment Model in a UK Pension Scheme

Virtual Only

Michelle Ostermann, CFA, will discuss RPMI Railpen's organizational and asset allocation change that's leading to more private assets. She will be interviewed by John Bowman, CAIA.

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

Introduction to Project Finance Modeling – Wall Street Prep

Virtual Only

This boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses

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

Global Policymakers Series (GPS) Fourth Quarter Summit 2020

Virtual Only

Global Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers, in addition to senior think tank representatives with valuable policy insights, for technical discussions concerning the impact of regulatory, multilateral, fiscal and monetary policies on financial markets and the global economy.

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

State of the Industry: CEO Panel

Virtual Only

Join us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future.

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Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming

Emerging Managers Summit

Virtual Only

This event is for professionals thinking about launching, ready to launch or recently launched a mone ymanagement firm. Panel discussions will be focused on issues that concern anyone starting or running a successful money management firm. Attendees will learn about issues surrounding presentation development, Legal and regulatory, Compliance, Marketing, Capital raising, Administration, and Operations.

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Alternative Investments, Business Management, 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, Veterans
Featured Featured

How Endowments Will Be Impacted by U.S. Higher-Ed Pressures

Virtual Only

Ken Redd, Director, Research and Policy Analysis, NACUBO and Kristin Agatone, Chief Investment Officer, Lehigh University Investment Office will discuss the issues facing higher education entities and how they will impact their endowments.

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

Veterans Roundtable Group Meeting

Virtual Only

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Veterans, Virtual Events & Programming
Featured Featured

Data Science in Finance: Learning from Machine Learning

Virtual Only

We are thrilled to bring you the fourth installation of our popular annual Data Science conference, this time in an all-virtual format. The theme this year -- Learning from Machine Learning – dives into new ML techniques and applications to different areas of investing. We will also explore the issue of ML interpretability.

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

Institutional Asset Management group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group, Interest Group Meetings, Virtual Events & Programming
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New York, NY 10036-2714
Phone: (212) 541-4530

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