Events for February 15, 2024 - June 12, 2024

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Insurance Industry Modeling Boot Camp

Virtual Only

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.

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

Fintech Leadership Group Meeting

CFA Society New York 1540 Broadway, New York City, NY, United States

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.

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

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, 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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Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

What’s New in International Financial Reporting Standards

Virtual Only

Our conference will review the current and prospective work programs of the IASB and ISSB and assess their impact on corporate reporting.  Additionally, our speakers will examine the rollout of European Single Electronic Format (ESEF), emerging ESG data standards, and the  similarities and differences between IFRS and U.S. GAAP.

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

Quantitative Investing Group Meeting

Virtual Only

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

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Free for Members, Group Meeting, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Featured Featured

32nd Annual High Yield Bond Conference

Virtual Only

Introduction to High Yield - This program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis.

32nd Annual Conference (General Session I & II) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations.

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

Ben Graham IX Annual Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

A week of daily events focused on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

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Conference / Seminar, Sponsored, Value Investing, Virtual Events & Programming

Excel Visual Basic (VBA) for Finance – Wall Street Prep

Virtual Only

Unlock the Power of Excel VBA and Become the Office Superhero What You'll Learn Start Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines. Immediately Use VBA [...]

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Other Industry Event, Other Industry Events, 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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