Events for February 14, 2024 - April 1, 2024

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PowerPoint 5x Speed Training for Finance & Consulting – Wall Street Prep

Virtual Only

Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency.

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

Featured Featured

Duke Endowment: A Look Forward

Virtual Only

Evan Jones, CFA, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, McCarvill Capital Partners.

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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 Meetings, Veterans, Virtual Events & Programming

Centennial Speaker Series: Kevin R. Mirabile on Exotic Alternative Investments

Virtual Only

Join us for a discussion with Kevin R. Mirabile, author of Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects (Anthem Press, 2021). In the book, Mirabile evaluates exotic alternative investment opportunities, such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectibles, and other unique asset classes, providing an in-depth analysis of the returns, risks, opportunities, and portfolio effects for anyone who wants to expand their investment horizons.

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

Alternatives Market Outlook

Virtual Only

The alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity, hedge funds, real estate, infrastructure, private debt, venture capital and more esoteric aspects such as cryptocurrency. Market volatility, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape.

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Alternative Investments, 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.

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

Case Studies of Gaming Performance

Virtual Only

Discussion on how “gaming” investment performance results has been used in the past to have performance appear better than it is, how it can be detected and how the Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.”

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Conference / Seminar, Performance & Risk Analytics, 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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Free for Members, Interest Group, Interest Group Meetings, Other Industry Event, Performance & Risk Analytics, 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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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Sustainable Investing, Virtual Events & Programming

Value Investing Roundtable

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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

Introduction to Excel VBA – Wall Street Prep

Virtual Only

This boot camp is an 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."

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Other Industry Event, Other Industry Events, 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

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, Group Meeting, Toastmasters, 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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