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HKSFA Inaugural Asset Owner Series Event

HKSFA Inaugural Asset Owner Series Event








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  • March 2023

Calendar of Events

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0 events, 26

0 events, 27

2 events, 28

1:00 PM - 5:00 PM

Modeling Multifamily Real Estate – Wall Street Prep

Tuesday, February 28 | 1:00 PM - 5:00 PM EST

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.

6:00 PM - 7:30 PM

Annual Meeting and Volunteer Awards

Tuesday, February 28 | 6:00 PM - 7:30 PM EST

Annual Meeting and Volunteer Awards

The CFA Society New York  Annual Meeting  will serve to officially elect candidates to the 2022 Board of Directors and the 2022 Nominations Committee.

5 events, 1

2023-03-01

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 1 | 9:00 AM - Friday, March 3 | 5:00 PM EST

Financial & 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.

2023-03-01

Intro to Python for Business and Finance – Cognitir

Intro to Python for Business and Finance – Cognitir

Wednesday, March 1 | 6:00 PM - Friday, March 3 | 8:30 PM EST

Intro to Python for Business and Finance – Cognitir

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

12:00 PM - 1:30 PM

Performance & Risk Analytics Group Meeting

Wednesday, March 1 | 12:00 PM - 1:30 PM EST

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.

12:30 PM - 7:00 PM

Net Zero Business Models & Net Zero Global Economy: Innovation and the Real Transition

Wednesday, March 1 | 12:30 PM - 7:00 PM EST

Net Zero Business Models & Net Zero Global Economy: Innovation and the Real Transition

Hear from asset owners, asset managers and company heads about cutting edge techniques to approach Net Zero implementation.

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, March 1 | 6:00 PM - 7:30 PM EST

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.

3 events, 2

2023-03-01

Financial & Valuation Modeling Boot Camp – Wall Street Prep

2023-03-01

Intro to Python for Business and Finance – Cognitir

12:00 PM - 1:00 PM

Financial Issues Forum: Sebastian Mallaby on “The Power Law: Venture Capital and the Making of the New Future”

Thursday, March 2 | 12:00 PM - 1:00 PM EST

Financial Issues Forum: Sebastian Mallaby on “The Power Law: Venture Capital and the Making of the New Future”

In The Power Law, Sebastian Mallaby has parlayed unprecedented access to the most celebrated venture capitalists of all time—the key figures at Sequoia, Kleiner Perkins, Accel, Benchmark and Andreessen Horowitz, as well as Chinese partnerships such as Qiming and Capital Today—into a riveting blend of storytelling and analysis that unfurls the history of tech incubation, in the Valley and ultimately worldwide

2 events, 3

2023-03-01

Financial & Valuation Modeling Boot Camp – Wall Street Prep

2023-03-01

Intro to Python for Business and Finance – Cognitir

0 events, 4

0 events, 5

0 events, 6

0 events, 7

2 events, 8

5:30 PM - 8:00 PM

International Women’s Day Event

Wednesday, March 8 | 5:30 PM - 8:00 PM EST

International Women’s Day Event

In celebration of International Women's Day, Women Veterans on Wall Street, CFANY Veterans Roundtable and CFANY Young Leaders Group are joining forces to host guest speaker, U.S. Navy Captain (Ret.) Shanti Sethi, former Executive Secretary and Defense Advisor to the Vice President of United States and Director at National Security Council, White House. We looking forward to a night of networking and connecting with women, veterans and allies alike.

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, March 8 | 6:00 PM - 7:30 PM EST

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!

0 events, 9

0 events, 10

0 events, 11

0 events, 12

0 events, 13

3 events, 14

12:00 PM - 1:30 PM

Navigating Higher Due Diligence Demands in the ESG, Frontier and Emerging Markets Sectors

Tuesday, March 14 | 12:00 PM - 1:30 PM EDT

Navigating Higher Due Diligence Demands in the ESG, Frontier and Emerging Markets Sectors

The manager selection and due diligence processes for ESG, emerging and frontier market investments each present their own complexities. The availability of data, comparability of methodology and assumptions, ambiguous benchmarks and cultural and language differences across these divergent markets all contribute. Hear how two highly visible industry experts address these issues in their research.

5:00 PM - 6:30 PM

Quantitative Investing Group Meeting

Tuesday, March 14 | 5:00 PM - 6:30 PM EDT

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.

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Tuesday, March 14 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

1 event, 15

2023-03-15

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

Wednesday, March 15 | 6:00 PM - Friday, March 17 | 8:30 PM EDT

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average.

1 event, 16

2023-03-15

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

2 events, 17

2023-03-15

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

12:00 PM - 1:30 PM

Sustainable Investing Group Meeting

Friday, March 17 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

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.

0 events, 18

1 event, 19

10:00 AM - 5:00 PM

SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep

Sunday, March 19 | 10:00 AM - 5:00 PM EDT

SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep

Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses

1 event, 20

6:00 PM - 7:30 PM

Business Management Group Meeting

Monday, March 20 | 6:00 PM - 7:30 PM EDT

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.

0 events, 21

3 events, 22

2023-03-22

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 22 | 12:00 PM - Friday, March 24 | 8:00 PM EDT

Financial & 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.

2023-03-22

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Wednesday, March 22 | 6:00 PM - Friday, March 24 | 8:30 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue.

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, March 22 | 6:00 PM - 7:30 PM EDT

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, 23

2023-03-22

Financial & Valuation Modeling Boot Camp – Wall Street Prep

2023-03-22

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

2 events, 24

2023-03-22

Financial & Valuation Modeling Boot Camp – Wall Street Prep

2023-03-22

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

0 events, 25

0 events, 26

0 events, 27

1 event, 28

6:00 PM - 7:30 PM

Global Investing Group Meeting

Tuesday, March 28 | 6:00 PM - 7:30 PM EDT

Global Investing Group Meeting

The Global Investing Group organizes a diverse range of programs to keep members abreast of key trends in global investment markets.

1 event, 29

1:30 PM - 6:00 PM

How Alternative Data Is Changing the Research Process

Wednesday, March 29 | 1:30 PM - 6:00 PM EDT

How Alternative Data Is Changing the Research Process

Alternative data is changing the research process, allowing analysts to ask better questions than ever before. As the world becomes more technologically focused and integrated, data is growing exponentially. With this growth comes an opportunity for an analyst to be more efficient, more thoughtful, and dig deeper to understand the drivers of the businesses which they are researching.

1 event, 30

5:30 PM - 9:00 PM

How to Join a Board of Directors

Thursday, March 30 | 5:30 PM - 9:00 PM EDT

How to Join a Board of Directors

Join us for an in-depth conversation with seasoned directors on how to join a board.

0 events, 31

0 events, 1

  • There are no events on this day.
  • There are no events on this day.
Tuesday, February 28
Tuesday, February 28 | 1:00 PM - 5:00 PM EST

Modeling Multifamily Real Estate – Wall Street Prep

Tuesday, February 28 | 6:00 PM - 7:30 PM EST

Annual Meeting and Volunteer Awards

Wednesday, March 1
Wednesday, March 1 | 9:00 AM - Friday, March 3 | 5:00 PM EST

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 1 | 6:00 PM - Friday, March 3 | 8:30 PM EST

Intro to Python for Business and Finance – Cognitir

Wednesday, March 1 | 12:00 PM - 1:30 PM EST

Performance & Risk Analytics Group Meeting

Wednesday, March 1 | 12:30 PM - 7:00 PM EST

Net Zero Business Models & Net Zero Global Economy: Innovation and the Real Transition

Wednesday, March 1 | 6:00 PM - 7:30 PM EST

Institutional Asset Management Group Meeting

Wednesday, March 1
Wednesday, March 1 | 9:00 AM - Friday, March 3 | 5:00 PM EST

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 1 | 6:00 PM - Friday, March 3 | 8:30 PM EST

Intro to Python for Business and Finance – Cognitir

Thursday, March 2 | 12:00 PM - 1:00 PM EST

Financial Issues Forum: Sebastian Mallaby on “The Power Law: Venture Capital and the Making of the New Future”

Wednesday, March 1
Wednesday, March 1 | 9:00 AM - Friday, March 3 | 5:00 PM EST

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 1 | 6:00 PM - Friday, March 3 | 8:30 PM EST

Intro to Python for Business and Finance – Cognitir

  • 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.
Wednesday, March 8
Wednesday, March 8 | 5:30 PM - 8:00 PM EST

International Women’s Day Event

Wednesday, March 8 | 6:00 PM - 7:30 PM EST

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

  • 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.
Tuesday, March 14
Tuesday, March 14 | 12:00 PM - 1:30 PM EDT

Navigating Higher Due Diligence Demands in the ESG, Frontier and Emerging Markets Sectors

Tuesday, March 14 | 5:00 PM - 6:30 PM EDT

Quantitative Investing Group Meeting

Tuesday, March 14 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

Wednesday, March 15
Wednesday, March 15 | 6:00 PM - Friday, March 17 | 8:30 PM EDT

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

Wednesday, March 15
Wednesday, March 15 | 6:00 PM - Friday, March 17 | 8:30 PM EDT

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

Wednesday, March 15
Wednesday, March 15 | 6:00 PM - Friday, March 17 | 8:30 PM EDT

Intro to Data Science for Business and Finance (Advanced Python) – Cognitir

Friday, March 17 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

  • There are no events on this day.
Sunday, March 19
Sunday, March 19 | 10:00 AM - 5:00 PM EDT

SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep

Monday, March 20
Monday, March 20 | 6:00 PM - 7:30 PM EDT

Business Management Group Meeting

  • There are no events on this day.
Wednesday, March 22
Wednesday, March 22 | 12:00 PM - Friday, March 24 | 8:00 PM EDT

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 22 | 6:00 PM - Friday, March 24 | 8:30 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Wednesday, March 22 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Tuesday, March 28
Tuesday, March 28 | 6:00 PM - 7:30 PM EDT

Global Investing Group Meeting

Wednesday, March 29
Wednesday, March 29 | 1:30 PM - 6:00 PM EDT

How Alternative Data Is Changing the Research Process

Wednesday, March 22
Wednesday, March 22 | 12:00 PM - Friday, March 24 | 8:00 PM EDT

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 22 | 6:00 PM - Friday, March 24 | 8:30 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Wednesday, March 22
Wednesday, March 22 | 12:00 PM - Friday, March 24 | 8:00 PM EDT

Financial & Valuation Modeling Boot Camp – Wall Street Prep

Wednesday, March 22 | 6:00 PM - Friday, March 24 | 8:30 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

  • There are no events on this day.
  • There are no events on this day.
  • There are no events on this day.
Tuesday, March 28
Tuesday, March 28 | 6:00 PM - 7:30 PM EDT

Global Investing Group Meeting

Wednesday, March 29
Wednesday, March 29 | 1:30 PM - 6:00 PM EDT

How Alternative Data Is Changing the Research Process

Thursday, March 30
Thursday, March 30 | 5:30 PM - 9:00 PM EDT

How to Join a Board of Directors

  • There are no events on this day.
  • There are no events on this day.
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