-
A View from Australia
A View from Australia
Stephen Dunne, Director of Construction and Building Industry Superannuation Fund (Cbus), will be interviewed by Maria Wilton, CFA.
Loading view.
Calendar of Events
S Sun
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
0 events,
2 events,
-
6th Annual Thinking Beyond the Transition for Veterans
6th Annual Thinking Beyond the Transition for Veterans
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.
0 events,
2 events,
LatAm & Caribbean Asset Owners Series Virtual Summit 2020
LatAm & Caribbean Asset Owners Series Virtual Summit 2020
CFA Society Peru and CFA Society New York will head a fantastic three day event that will go deep into the issues facing Latin American asset owners. Discussions will cover: post COVID-19 risks and opportunities, infrastructure, economic and regulatory policies that will impact investments, ESG and more. All views will be provided by asset owners and international investors.
-
COVID-19’s Impact on Overlay Strategies
COVID-19’s Impact on Overlay Strategies
Overlay strategies are investment strategies that use derivative instruments to gain portfolio exposures beyond those provided by the underlying physical investment portfolio. Such strategies can add alpha, but also value through the management and diversification of risk. During this event, we will hear from a panel of industry experts on how overlay strategies have been impacted by the COVID-19 pandemic and what we may expect from such strategies going forward.
2 events,
-
Modernizing Investment Research: Cultural Change and Business Model Implications
Modernizing Investment Research: Cultural Change and Business Model Implications
Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research.
The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.
2 events,
-
An Overview of the State of LIBOR Transition
An Overview of the State of LIBOR Transition
LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition.
0 events,
0 events,
2 events,
-
Southeast Asia’s Risks and Returns, During and Beyond Covid
Southeast Asia’s Risks and Returns, During and Beyond Covid
Hear the CIO of Khazanah Nasional Berhad, the sovereign wealth fund of the Government of Malaysia and Edphawin Jetjirawat, MD, Temasek interviewed by Sharinee Shannon Kalayanamitr, Gobi Partners.
-
Challenges Implementing the 2020 GIPS Standards
Challenges Implementing the 2020 GIPS Standards
We will discuss the key challenges firms are dealing with when moving to the 2020 GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.
3 events,
-
24th Annual Insurance Conference
24th Annual Insurance Conference
The 24th Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.
-
Introduction to Equity Research Modeling & Analysis – Wall Street Prep
Introduction to Equity Research Modeling & Analysis – Wall Street Prep
Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.
-
Oshkosh CEO Discussion and Plant Tour
Oshkosh CEO Discussion and Plant Tour
Come explore with us, in a live meeting with CEO Wilson R Jones and plant tour, how this Fortune 500 industrial makes sustainable profits as a market leader in essential products. Questions along the way will be asked by a panel of buyside analysts and possibly a sell side analyst or two.
1 event,
Introduction to Python for Business and Finance
Introduction to Python for Business and Finance
In this introductory training, participants will build a core foundation in the Python programming language and how to use it for various projects. This is a hands-on course where attendees will be in development environments used by practioners and actively programming. The course concludes with a hands-on project that cohesively ties together all the covered concepts.
3 events,
Insurance Industry Modeling Boot Camp
Insurance Industry Modeling Boot Camp
The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.
-
Analytics Tools for Managing Portfolio Risks
Analytics Tools for Managing Portfolio Risks
Combining meaningful information and insights into a portfolio investment process is a challenging task for any investor. Fortunately, advances in academia and improvements in technology have provided a number of methods and tools to help investors visualize key information quickly, accurately and easily.
2 events,
-
CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework Conference
CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework Conference
To help asset owners measure the impact of their Real Asset portfolios on both ESG and delivery of the Sustainable Development Goals (SDG’s) the AOS advisor committee approached GRESB, Univ. of Cambridge Institute for Sustainability Leadership and Africa investor as technical partners, to work with a high-level ‘Brain Trust’ and explore the creation of a framework, narrative and benchmark to measure the impact of infrastructure assets on delivery, and to promote adoption amongst their respective asset owner networks. The framework is the first output from the effort.
0 events,
0 events,
2 events,
-
Why Investing in Hope is Profitable for One Wealthy Family
Why Investing in Hope is Profitable for One Wealthy Family
Joseph Boateng of Casey Family Programs Endowment will be interviewed by Hubert Danso, Africa Investor.
-
ESG Creates Value, Not Just Investment Returns
ESG Creates Value, Not Just Investment Returns
Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization.
3 events,
Financial and Valuation Modeling Boot Camp – Wall Street Prep
Financial and Valuation Modeling Boot Camp – Wall Street Prep
Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.
Investor Forum 2020: Ready for Anything – Using Data in Perilous Times
Investor Forum 2020: Ready for Anything – Using Data in Perilous Times
Periods of crises demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises.
This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.
-
Diversity & Inclusion in the Consultant Community
Diversity & Inclusion in the Consultant Community
For the second installment of CFA Society New York's new Diversity Speaker Series, we examine how the consultant community is effecting change across the investment industry.
4 events,
-
Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
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!
-
Value Investing: From Graham to Buffett and Beyond
Value Investing: From Graham to Buffett and Beyond
Overview In the modern era, investors are increasingly caught up in so-called hot tips, can’t-miss startups, excessive optimism, and short-term speculation. Value investing is the antithesis to these short-sighted approaches and stresses what Ben Graham—the father of value investing—referred to as the “margin of safety” when describing the gap between an equity’s price and its […]
3 events,
-
Private Equity Deal Process – Wall Street Prep
Private Equity Deal Process – Wall Street Prep
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.
-
3rd Annual Private Credit Outlook
3rd Annual Private Credit Outlook
Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.
2 events,
-
Biotech SOTP Valuation – Wall Street Prep
Biotech SOTP Valuation – Wall Street Prep
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
-
Still Lower for Even Longer: What Will Its Impact Be?
Still Lower for Even Longer: What Will Its Impact Be?
Interest rates have been low since the Global Financial Crisis. With COVID-19, they are now even lower and seem unlikely to rise for years from current multi-century lows. How will this impact investors and fixed income markets? How are important fixed-income investors responding to this new paradigm?
0 events,
0 events,
2 events,
-
Building a Successful Investment Strategy in China as a Foreign Investor – Perspectives from Power Corp, a Desmarais family controlled company
Building a Successful Investment Strategy in China as a Foreign Investor – Perspectives from Power Corp, a Desmarais family controlled company
Perspectives from Power Corp, a Desmarais family controlled company.
-
North American Alternative Investment Risks
North American Alternative Investment Risks
Rossitsa Stoyanova, Managing Director, Canada Pension Plan Investment Board will be interviewed by John Bowman, CFA of CAIA.
1 event,
-
Resilience and Progress Despite the Disruptions
Resilience and Progress Despite the Disruptions
This event is targeted at current CFA candidates across all 3 exam levels, as well as CFA charterholders and CFANY member.
0 events,
0 events,
0 events,
0 events,
0 events,
2 events,
-
A View of Long-Termism from New Zealand’s Sovereign Wealth Fund
A View of Long-Termism from New Zealand’s Sovereign Wealth Fund
Stephen Gilmore, CIO of The Guardians of New Zealand Superannuation Fund will be interviewed by CAIA's Jo Murphy.
-
7th Annual Sustainable Investing Conference – ESG 2.0
7th Annual Sustainable Investing Conference – ESG 2.0
Our Sustainable Investing Group kicks off the Annual Sustainable Finance Week in New York with the 7th Annual Sustainable Investing Conference. We will focus on new trends of sustainable finance and investing, and go beyond the usual discussion about what ESG means and doesn’t mean. Understand how investors have successfully integrated ESG into investments and investment analysis, the trends of using new technologies – including Artificial intelligence, machine learning, and satellite imagery – to expand, support, and identify investment opportunities.
1 event,
-
Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job
Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job
A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.
1 event,
Financial and Valuation Modeling Boot Camp – Wall Street Prep
Financial and Valuation Modeling Boot Camp – Wall Street Prep
Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.
2 events,
-
Fintech Leadership Group Meeting
Fintech Leadership Group Meeting
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. From digital advice and blockchain to alternative data and artificial intelligence, the group’s goal to ensure CFANY members have a forward looking perspective.
0 events,
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
- There are no events on this day.
