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.
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.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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!
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.
This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.
Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses
How are ESG market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from sector heads about how they are planning strategically in the face of due diligence challenges and higher valuations. In addition to discussing how they plan to position their investment portfolios, our speakers will talk about making key decisions to better prepare their teams for the next phase of client needs. Gain understanding of asset managers’ big-picture considerations as well as a snapshot of their immediate macroeconomic outlook when you participate in this discussion.
This boot camp is an intensive instructor-led training program where trainees learn 13-Week Cash Flow Modeling in Excel using an intuitive, step-by-step approach.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
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.
The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a lunchtime talk with the host of NPR’s Planet Money as she uncovers the deeply investigated story of how one visionary, dogged investor changed American finance forever.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
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Phone: (212) 541-4530
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