This will be a lively and informed debate on the Euro’s long-term viability, with some tactical points that will be made along the way.
Structured financial reporting offers considerable value to investors today, additional improvements would increase its value considerably. Investors are not fully aware of the tools currently available and how these tools can assist in their investment process.
Description
The program will explore how technology, like the XBRL data standard, can be harnessed to reform the financial reporting process and walk through key issues including:
How technology can be used to enhance the analytical process
The importance of financial data for investment decision making
Recommendations for regulators and standard setters about how to improve the quality of corporate disclosures
Additional ways structure data would augment the usefulness of reported data, such as in the MD&A and earnings releases
Full understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future.
The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date, more than 1,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute, GIPS committees, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions.
Bank of America is hosting for CFANY its third annual Alpha Women panel event, which will bring together five very successful and highly experienced women in the investment management industry to share their insights on what it takes to achieve success in the world of finance. In line with the CFA Institute's Women in Investment Management (WIM) initiative, which aims to improve investor outcomes by announcing diversity in the investment management profession, the panel will seek to explore various issues confronting female investment managers in a competitive environment that is predominated by their male counterparts. They will discuss its characteristics of successful leaders their determination they applied in the corporate world.
In this conference, we will bring together leading venture capitalists, investors in venture-backed companies and allocators who invest in venture capital funds to learn how they pick winners, add value and deliver returns.
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