Events for September 22, 2022 - December 16, 2022

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Centennial Speaker Series: Joseph Calandro Jr. on Jay Gould and the Union Pacific from the Panic of 1873-1880

Virtual Only

No one in the United States’ financial or business history is as misunderstood and under-appreciated as Jay Gould. This presentation will assess Gould’s skills as a corporate executive following his distressed investment in, and subsequent control of, the Union Pacific Railroad (UP). The UP was in distress due to volatility emanating from the infamous financial panic of 1873. Gould executed his turnaround in an economy devoid of monetary stimulus, without a government bailout, and under pressure from the government to pay back the firm’s public loans. Gould employed many modern techniques in his turnaround that are relevant to 21st-century executives. His example also serves as an important historical reminder that successful executives do not require government bailouts.

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Other Industry Event, Value Investing, Virtual Events & Programming

What’s New in Accounting

Virtual Only

Join us for a rundown of the latest news, updates and trends in accounting. The event will begin with FASB Board Member Gary R. Buesser, CFA, who will offer an overview of FASB pronouncements and their respective impacts, as well as explore the future plan and initiatives of FASB. Next, a discussion among accounting professionals will further examine the adoption of the pronouncements and recent trends.

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Financial Reporting and Analysis, 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

Break Free From Imposter Syndrome: Embrace Your Competent, Capable Self

Virtual Only

Overview Join the Collaborative Women in Investment Management (WIM) Initiative and Michelle Galloway of Cooley LLP for a special interactive program to further the CFA Institute's WIM objectives, to support the advancement of women of all backgrounds, and to demonstrate the commitment of the finance community to true diversity and inclusion. Together, alongside [...]

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Diversity & Inclusion Forum, Other Industry Event, Other Industry Events, 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, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, 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, 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

Private Wealth Management Group Meeting

Virtual Only

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Specialty Credit: Trade Finance

Virtual Only

Sometimes referred to as “secured income” or “alternative credit”, Trade Finance, is a generic term that covers the financing of international trade and commerce. This includes loans that finance the cross-border export of goods and services. Trade Finance differs from other types of lending, as transactions must have an identifiable source of repayment - cash payments when goods have been delivered or title to the underlying goods when they have not yet been delivered. During this event, we will hear from a panel of industry experts on how Trade Finance has evolved as an investment class and where such strategies may fit into an investors’ portfolio.

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Alternative Investments, Virtual Events & Programming

Sales & Trading: How Stocks, Bonds and Derivatives are Traded – Wall Street Prep

Virtual Only

Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit?

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

DCF Modeling – Wall Street Prep

Virtual Only

DCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual "Power Session" shows trainees how to build a DCF model for a real public company and compare the output to its stock price.

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

Racial Equity in Asset Management: Asset Owners’ Perspectives

Virtual Only

What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

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AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Diversity & Inclusion Forum, New Jersey Group, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, 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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