What does an increased focus on ESG investing mean for real-world initiatives, especially those already focused on infrastructure and energy investments? Our Young Leaders Group seeks to address this question and other related topics from a Brazilian perspective during this upcoming hour-long discussion.
This boot camp is an intensive training program where we introduce trainees to financial restructuring, including major terms, concepts, common restructuring techniques and how restructuring professionals build three-statement bankruptcy models.
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.
The pace of change caused by the recent markets, extraordinary central bank actions, excessively low interest rates and other risks make change the only constant in the recent investment arenas. Hear from the CIO of one of the US’ largest insurance carriers about how she’s managing those changes.
CFA Society New York’s Fintech Thought Leadership Group is delighted to host our first annual Fintech Week focused on the impact of innovation and technology on investment practitioners. The goal of CFANY Fintech Week is to empower CFA charterholders and members to stay competitive and continue to lead as innovation transforms our industry.
Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company
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.
Strong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.
The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Environmental, social, and governance (ESG) data matters. Without clearer insight into the financial benefits of corporate sustainability efforts, they may never be scaled up in the face of climate change, [...]
How have women succeeded in investment management? Katrina Dudley, co-author of Undiversified: The Big Gender Short in Investment Management, will moderate a panel of successful female portfolio managers to highlight some of the brightest stars of the “constellation” of women investors profiled in the book.
What best practices should financial firms employ to maintain a secure remote working environment? The 2021 Cybersecurity Forum will address this question and more.
The Young Leaders Group Career Advancement series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces. Join us on Monday, April 19th at 12pm for our latest program in our Career Fair Series with Goldman Sachs (NYSE: GS).
Do those quarterly reports look just too good to be true? Sometimes, larger-than-life updates can seem like a great opportunity … until reality sets in. Join CFA Society New York’s Financial Reporting and Analysis interest group for a complete crash course in spotting weak and deteriorating companies that may be using a variety of accounting gimmicks or other inventive tactics to hide their problems from investors.
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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