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Duke Endowment: A Look Forward
Duke Endowment: A Look Forward
Evan Jones, CFA, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, McCarvill Capital Partners.
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Calendar of Events
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0 events,
2 events,
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Veterans Roundtable Group Meeting
Veterans Roundtable Group Meeting
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.
3 events,
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Centennial Speaker Series: Kevin R. Mirabile on Exotic Alternative Investments
Centennial Speaker Series: Kevin R. Mirabile on Exotic Alternative Investments
Join us for a discussion with Kevin R. Mirabile, author of Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects (Anthem Press, 2021). In the book, Mirabile evaluates exotic alternative investment opportunities, such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectibles, and other unique asset classes, providing an in-depth analysis of the returns, risks, opportunities, and portfolio effects for anyone who wants to expand their investment horizons.
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Alternatives Market Outlook
Alternatives Market Outlook
The alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity, hedge funds, real estate, infrastructure, private debt, venture capital and more esoteric aspects such as cryptocurrency. Market volatility, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape.
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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.
2 events,
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Case Studies of Gaming Performance
Case Studies of Gaming Performance
Discussion on how “gaming” investment performance results has been used in the past to have performance appear better than it is, how it can be detected and how the Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.”
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Performance & Risk Analytics Group Meeting
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
0 events,
1 event,
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Quantitative Investing Group Meeting
Quantitative Investing Group Meeting
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.
0 events,
0 events,
2 events,
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M&A Deal Structures: Key Concepts for Investment Banking- Wall Street Prep
M&A Deal Structures: Key Concepts for Investment Banking- Wall Street Prep
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.
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Value Investing Roundtable
Value Investing Roundtable
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.
2 events,
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Introduction to Excel VBA – Wall Street Prep
Introduction to Excel VBA – Wall Street Prep
This boot camp is an instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called "VBA."
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Institutional Asset Management Group Meeting
Institutional Asset Management Group Meeting
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.
2 events,
Financial and Valuation Modeling Boot Camp – Wall Street Prep
Financial and Valuation Modeling Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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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!
2 events,
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Global Policymakers Series: First Quarter Summit 2021
Global Policymakers Series: First Quarter Summit 2021
GPS seeks to educate on global policy matters. The financial consequences of the Great Recession led to historic changes in monetary policy, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful.
0 events,
0 events,
2 events,
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OCIO: What Investing Trends the CIO of One of the Largest Thinks About
OCIO: What Investing Trends the CIO of One of the Largest Thinks About
Frequent CFA Society New York volunteer and Founder of Manager Analysis Services, Chris Cutler, CFA will interview Chris Philips, CFA, Principal and Head of Vanguard Institutional Advisory Services.
With over two decades of experience providing ongoing investment management services and strategic recommendations for a range of clients, Chris Philips, CFA will share his perspective on manager search and selection for non-profits is changing and how their asset allocation is responding to the risks in the market.
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Business Management Group Meeting
Business Management Group Meeting
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.
5 events,
FP&A Technical Mastery Boot Camp – Wall Street Prep
FP&A Technical Mastery Boot Camp – Wall Street Prep
FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.
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Asia Asset Owners Series Virtual Summit 2021
Asia Asset Owners Series Virtual Summit 2021
This insightful half-day format will touch on a range of topics affecting asset owner strategies today, including the risks and opportunities of a post COVID-19 environment. Attendees will discuss macroeconomic risks, global infrastructure, and learn about recent economic and regulatory developments that will impact investments.
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Centennial Speaker Series – George G. Szpiro on Risky Decisions: How Mathematical Paradoxes and Other Conundrums Have Shaped Economic Science
Centennial Speaker Series – George G. Szpiro on Risky Decisions: How Mathematical Paradoxes and Other Conundrums Have Shaped Economic Science
Overview This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. At its core, economics is about making decisions. In the history of economic thought, great intellectual prowess has been exerted toward devising exquisite theories of optimal decision-making in situations of constraint, […]
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Alternative Investment Group Meeting
Alternative Investment Group Meeting
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
2 events,
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CFA Society New York Book Club: Ten Lessons for a Post-Pandemic World
CFA Society New York Book Club: Ten Lessons for a Post-Pandemic World
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
2 events,
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Sustainable Investing Group Meeting: Aggregate Confusion
Sustainable Investing Group Meeting: Aggregate Confusion
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
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Modeling Multifamily Real Estate – Wall Street Prep
Modeling Multifamily Real Estate – Wall Street Prep
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
0 events,
0 events,
0 events,
0 events,
4 events,
Introduction to Project Finance Modeling – Wall Street Prep
Introduction to Project Finance Modeling – Wall Street Prep
This boot camp is an intensive training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach.
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
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Robinhood, the Retail Renaissance, and What it Means for Fintech and Capital Markets
Robinhood, the Retail Renaissance, and What it Means for Fintech and Capital Markets
As a disruptive fintech player that has attracted an outsized amount of attention from mainstream financial media, Robinhood is sparking a retail renaissance: 25% of all trades now originate from retail investors. During the early days of the pandemic in 2020, the company raised $1.25 billion and was valued at nearly $11 billion; in February 2021, it raised another $3.4 billion. Join the Fintech Thought Leadership Group of CFA Society New York for this timely event to discuss the business model of firms like Robinhood.
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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!
4 events,
Bank Industry Modeling – Wall Street Prep
Bank Industry Modeling – Wall Street Prep
This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.
LIBOR Transition Series
LIBOR Transition Series
LIBOR has played a pivotal benchmarking role in global financial markets for 35 years, but as this role winds down and firms transition to using SOFR and other reference rates, millions of contracts worth hundreds of trillions of dollars must be retooled.
Join us as we invite leaders from across the industry to share their expertise during this transition period. In three sessions, speakers will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations.
1 event,
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Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep
Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep
This boot camp is a 4-hour instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.
0 events,
0 events,
2 events,
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Centennial Speaker Series: Crash or Boom? Crypto, DeFi, and NFT Mania
Centennial Speaker Series: Crash or Boom? Crypto, DeFi, and NFT Mania
Join us for a fireside discussion with Dean Rapaccioli, Gabelli School of Business; alumnus Michael Bucella, GABELLI ’08; and adjunct faculty members Paul Johnson and Donna Redel.
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A Data-Driven Lens on Diversity & Inclusion
A Data-Driven Lens on Diversity & Inclusion
How can you best assess the role of Diversity & Inclusion research in financial services? While the broader diversity, equity, and inclusion (DEI) conversation is often clouded with subjectivity and bias, recent available data draws a clear connection between diverse, inclusive workplaces and improved business results across a range of settings.
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