BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CFA Society New York X-ORIGINAL-URL:https://cfany.org X-WR-CALDESC:Events for CFA Society New York REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260701T180000 DTEND;TZID=America/New_York:20260701T193000 DTSTAMP:20260625T190031 CREATED:20251125T193638Z LAST-MODIFIED:20251125T193638Z UID:94092-1782928800-1782934200@cfany.org SUMMARY:Performance & Risk Analytics Group Meeting DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP URL:https://cfany.org/event/performance-risk-analytics-group-meeting-52/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260701T180000 DTEND;TZID=America/New_York:20260701T193000 DTSTAMP:20260625T190031 CREATED:20251125T195937Z LAST-MODIFIED:20251125T195937Z UID:94121-1782928800-1782934200@cfany.org SUMMARY:Institutional Asset Management Group Meeting DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP URL:https://cfany.org/event/institutional-asset-management-group-meeting-65/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260706T180000 DTEND;TZID=America/New_York:20260706T190000 DTSTAMP:20260625T190031 CREATED:20251125T192837Z LAST-MODIFIED:20260512T143626Z UID:94065-1783360800-1783364400@cfany.org SUMMARY:Value Investing Group Meeting DESCRIPTION: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. \nJOIN THIS GROUP \nFeatured Speaker: Ehsan Ehsani Ehsan Ehsani is an adjunct professor in the finance division at Columbia Business School and an investor at an activist and value-oriented firm in New York. He holds an MBA from Columbia Business School\, along with master’s degrees from the MIT-Zaragoza International Logistics Program and Chalmers University of Technology in Sweden. \nHe will be discussing his new book\, Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street. URL:https://cfany.org/event/value-investing-group-meeting-32/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T120000 DTEND;TZID=America/New_York:20260708T130000 DTSTAMP:20260625T190031 CREATED:20251125T201433Z LAST-MODIFIED:20251125T201433Z UID:94166-1783512000-1783515600@cfany.org SUMMARY:International Investment Group Meeting DESCRIPTION:Group DescriptionThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected\, investors must navigate geopolitical risks\, currency fluctuations\, and evolving regulations to uncover international opportunities. \nJOIN THIS GROUP URL:https://cfany.org/event/international-investment-group-meeting-7/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,International Investments,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/10/Copy-of-VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T180000 DTEND;TZID=America/New_York:20260708T190000 DTSTAMP:20260625T190031 CREATED:20260217T200946Z LAST-MODIFIED:20260608T213228Z UID:96118-1783533600-1783537200@cfany.org SUMMARY:Professional Development & Leadership Group Meeting DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP URL:https://cfany.org/event/professional-development-leadership-group-meeting-6/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T180000 DTEND;TZID=America/New_York:20260708T190000 DTSTAMP:20260625T190031 CREATED:20260303T153227Z LAST-MODIFIED:20260624T210533Z UID:96703-1783533600-1783537200@cfany.org SUMMARY:CFA Society New York Book Club: Nuclear War by Annie Jacobsen DESCRIPTION:OverviewThe 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. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Nuclear War: A Scenario \nAuthor: Annie Jacobsen \nEvery generation\, a journalist has looked deep into the heart of the nuclear military establishment: the technologies\, the safeguards\, the plans\, and the risks. These investigations are vital to how we understand the world we really live in—where one nuclear missile will beget one in return\, and where the choreography of the world’s end requires massive decisions made on seconds’ notice with information that is only as good as the intelligence we have. \nPulitzer Prize finalist Annie Jacobsen’s Nuclear War: A Scenario explores this ticking-clock scenario\, based on dozens of exclusive new interviews with military and civilian experts who have built the weapons\, have been privy to the response plans\, and have been responsible for those decisions should they have needed to be made. Nuclear War: A Scenario examines the handful of minutes after a nuclear missile launch. It is essential reading\, and unlike any other book in its depth and urgency. URL:https://cfany.org/event/cfa-society-new-york-book-club-nuclear-war-by-annie-jacobsen/ LOCATION:Virtual Only CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/12/Copy-of-new-web-tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260714T173000 DTEND;TZID=America/New_York:20260714T190000 DTSTAMP:20260625T190031 CREATED:20251125T200853Z LAST-MODIFIED:20251125T200853Z UID:94147-1784050200-1784055600@cfany.org SUMMARY:Wealth Management Group Meeting DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group URL:https://cfany.org/event/wealth-management-group-meeting-16/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260715T173000 DTEND;TZID=America/New_York:20260715T203000 DTSTAMP:20260625T190031 CREATED:20260522T144907Z LAST-MODIFIED:20260615T155757Z UID:98466-1784136600-1784147400@cfany.org SUMMARY:Midyear Market Outlook DESCRIPTION:Overview\n\n Join leading strategists and asset managers for timely insights on key market drivers\, sector trends\, and macroeconomic themes. This annual forum equips attendees with a forward-looking perspective to help inform portfolio positioning and strategic decision-making through year-end and beyond. \n Learning outcomes \n \n \n 01\n Strategic thinking about market moves going forward \n \n \n 02\n Tactical thinking about specific markets\, assets\, and capital allocations \n \n \n 03\n Understanding other asset managers' and strategists' points of view and the reasoning behind them \n \n \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \nModerator \nAmrita Tiwari\, CFA\, Director\, New York Life Investment Management \nPanelists \nMark Hackett\, CFA\, CFP®\, CMT\, Chief Market Strategist\, Nationwide \n\n7:20 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\n7:30 PM | NETWORKING RECEPTION \nBronze Sponsors: URL:https://cfany.org/event/midyear-market-outlook-8/ LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Student,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/05/Copy-of-Copy-of-web-tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260715T180000 DTEND;TZID=America/New_York:20260715T193000 DTSTAMP:20260625T190031 CREATED:20251125T211746Z LAST-MODIFIED:20251125T211746Z UID:94210-1784138400-1784143800@cfany.org SUMMARY:Investment Strategy Roundtable DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP URL:https://cfany.org/event/investment-strategy-roundtable-50/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260717T120000 DTEND;TZID=America/New_York:20260717T130000 DTSTAMP:20260625T190031 CREATED:20260520T140111Z LAST-MODIFIED:20260616T143311Z UID:98292-1784289600-1784293200@cfany.org SUMMARY:Sustainable Investing Group Meeting DESCRIPTION:Group DescriptionThe Sustainable Investing 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.  \n\nWhere Is Capital Flowing? Risks\, Opportunities & Performance Across Sustainability Themes \n\n\nFund flows and holdings data offer a unique lens into how investors are positioning portfolios today. This session will explore where capital is moving across sustainability and thematic strategies\, from clean energy and transition metals to other emerging themes\, and what those shifts reveal about investor priorities. Drawing on Bloomberg Intelligence research\, we will examine whether the recent recovery in clean energy is sustainable and how energy-price shocks are reshaping the outlook for the sector. We will also explore how ESG and climate metrics can influence performance across industries\, and whether those same signals are reflected in fund portfolio construction. \n\nJOIN THIS GROUP \nFeatured Speaker: Shaheen Contractor\, CFAShaheen Contractor\, CFA\, is a Senior Environmental\, Social\, and Governance (ESG) Research Analyst for Bloomberg Intelligence\, the research platform available on the Bloomberg Terminal at BI. With nearly a decade of experience in fund evaluation\, quantitative analysis\, and sustainable investing\, she specializes in assessing ESG performance and its implications for risk\, return\, and valuation across global industries. Her research also examines the drivers and challenges facing ESG funds\, gender diversity and the broader investment impacts of the low-carbon transition. A recognized thought leader in sustainable finance\, she is frequently invited to speak at industry conferences and provide expert commentary on television and radio. Her work has been featured in leading sustainability publications\, including a book published by World Scientific \nMrs. Contractor has a Master of Science degree in Sustainability Management from Columbia University and a Bachelor of Business Administration (BBA) degree from Symbiosis International University. URL:https://cfany.org/event/sustainable-investing-group-meeting-48/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260721T120000 DTEND;TZID=America/New_York:20260721T130000 DTSTAMP:20260625T190031 CREATED:20260317T135731Z LAST-MODIFIED:20260616T143929Z UID:96989-1784635200-1784638800@cfany.org SUMMARY:Alternative Investment Group Meeting DESCRIPTION:Group DescriptionThe 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. \nIf you would like to participate in this group or attend industry events and networking opportunities join our LinkedIn Group. \nFor this meeting\, we will be discussing the following: The State of Private Credit Markets \n\nCurrent performance concerns regarding private credit and BDCs.\nUpdates on broader debt capital markets and recent challenges (inflation\, interest rates\, and the weakening economic outlook).\nA comparison of how bonds\, BSL\, and private credit are navigating these challenges.\n\n JOIN THIS GROUP \nFeatured Speaker: Ruth YangRuth Yang is Head of Content Strategy at CreditSights\, where she leads how the business delivers timely\, authoritative insight across global debt capital markets. Cred itSights provides coverage of deal activity\, emerging trends\, and evolving risk signals across bonds\, loans\, and private credit—helping clients navigate complexity and stay ahead in a rapidly shifting market. Ruth is responsible for shaping a content strategy that not only interprets\nmarket developments but drives actionable value for clients. \nRuth brings over 25 years of experience in leveraged finance and credit markets. Most recently\, she was Global Head of Private Markets Analytics & Thought Leadership at S&P Global Ratings\, where she expanded private credit coverage and led cross-market engagement through a robust thought leadership platform. She also served as\nSponsor of the cross-divisional S&P Global Private Debt Research Lab and was a member of the S&P Global Look Forward Counsel. \nPreviously\, Ruth held senior leadership roles at Fitch Solutions as Managing Director of Leveraged Finance Intelligence\, where she built and scaled leveraged finance offerings. She also spent more than 15 years at Leveraged Commentary & Data\, leading global leveraged finance content and operations\, and began her career at the Loan Syndications & Trading Association (LSTA)\, overseeing the mark-to-market pricing service. In 2025\, Ruth was named included in Hedge Fund Journal’s 50 Women Leaders for Private Markets. Ruth holds an A.B. with honors from Harvard University. URL:https://cfany.org/event/alternative-investment-group-meeting-42/ LOCATION:Virtual Only CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260721T173000 DTEND;TZID=America/New_York:20260721T200000 DTSTAMP:20260625T190031 CREATED:20260601T204337Z LAST-MODIFIED:20260624T160908Z UID:98547-1784655000-1784664000@cfany.org SUMMARY:3rd Annual Outsourced Chief Investment Officers Event DESCRIPTION:OverviewAn Asset Owner Series™ Event \n\n\n\n\n\n3rd Annual Outsourced Chief Investment Officers Event\n\n\n\n\n\n 3rd Annual \n Outsourced Chief Investment Officers Event\n Bringing together leading OCIO providers and industry experts to explore the evolving role of outsourced chief investment officer solutions in today's increasingly complex investment environment. The program will examine how institutions are leveraging OCIO partnerships to improve investment outcomes and operational execution. \n \n Topics covered \n \n \n \n Key trends driving growth and evolution in the OCIO marketplace\n \n \n \n Strategic asset allocation and portfolio implementation\n \n \n \n Public and private market investment opportunities\n \n \n \n Risk management\, performance evaluation\, and manager selection considerations\n \n \n\n\n\n\n Agenda \n \n 5:30 PM\n Registration \n \n \n \n 6:00 PM\n \n Panel Discussion \n Moderator \n Cassandra Virgin — Managing Director\, BlackRock \n Panelists \n Barjdeep Kaur — Managing Director\, Cambridge Associates \n Michael F. Lane\, SEI — Executive Vice President\, Head of Asset Management\, SEI \n Ryan W. Lennie\, CFA — Managing Director\, Wilshire \n Steve Nelson — Director of Consulting\, Prime Buchholz \n Christopher Philips\, CFA — SVP\, OCIO Practice Leader\, LCG Associates\, Inc. \n Scott F. Perry\, CAIA — Partner\, Head of Portfolio Strategy\, NEPC\, LLC \n \n \n \n 7:00 PM\n Q&A \n \n \n 7:15 PM\n Networking Reception \n \nBronze Sponsor: URL:https://cfany.org/event/3rd-annual-outsourced-chief-investment-officers-event/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/03/MAPC.png GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260722T090000 DTEND;TZID=America/New_York:20260724T170000 DTSTAMP:20260625T190031 CREATED:20260624T170512Z LAST-MODIFIED:20260624T194131Z UID:99285-1784710800-1784912400@cfany.org SUMMARY:Financial & Valuation Modeling - Wall Street Prep DESCRIPTION:Presented by Wall Street Prep | Hosted at CFA Society New York \nBoot Camp DetailsOverviewScheduleAdditional InformationOverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.Additional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A. \nFull Boot Camp (Recommended)$$2\,799Days 1 and 2 Only$$2\,299Early Registration Ends June 24.                      $200 will be added to registration options after June 24.                                            Early Registration Ends June 24.                      $200 will be added to registration options after June 24.                                            AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDay 1 | FINANCIAL STATEMENT MODELING \nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\nAI in Practice → We’ll use AI to interrogate projection assumptions\, surface logical inconsistencies in the model\, and pressure-test whether the drivers you’ve chosen actually hold up — so you build with conviction\, not just speed. \n\n\nDay 2 | DCF MODELING \nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\nAI in Practice →We’ll bring AI into the valuation process to challenge key inputs\, explore how sensitive your output is to WACC and terminal value assumptions\, and stress-test the story your model is telling before you’re asked to defend it. \n\n\nDay 3 | M&A MODELING \nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\nAI in Practice →We’ll use AI to sharpen thinking around deal structure\, probe the assumptions behind accretion and dilution\, and evaluate whether a transaction genuinely creates value — or just appears to on paper. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\nView Full Syllabus\n×Course Syllabus\nFinancial Statement Modeling\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \nAI in Practice → We’ll use AI to interrogate projection assumptions\, surface logical inconsistencies in the model\, and pressure-test whether the drivers you’ve chosen actually hold up — so you build with conviction\, not just speed. \nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\nAI in Practice → We’ll bring AI into the valuation process to challenge key inputs\, explore how sensitive your output is to WACC and terminal value assumptions\, and stress-test the story your model is telling before you’re asked to defend it.\n\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n AI in Practice → We’ll use AI to sharpen thinking around deal structure\, probe the assumptions behind accretion and dilution\, and evaluate whether a transaction genuinely creates value — or just appears to on paper.\n\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set URL:https://cfany.org/event/financial-valuation-modeling-wall-street-prep-2/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2026/06/logo_WallStreetPrep-560x217-1.jpg GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260803T180000 DTEND;TZID=America/New_York:20260803T190000 DTSTAMP:20260625T190031 CREATED:20251125T192918Z LAST-MODIFIED:20251125T192918Z UID:94067-1785780000-1785783600@cfany.org SUMMARY:Value Investing Group Meeting DESCRIPTION: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. \nJOIN THIS GROUP URL:https://cfany.org/event/value-investing-group-meeting-37/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260805T180000 DTEND;TZID=America/New_York:20260805T193000 DTSTAMP:20260625T190031 CREATED:20251125T193712Z LAST-MODIFIED:20251125T193712Z UID:94094-1785952800-1785958200@cfany.org SUMMARY:Performance & Risk Analytics Group Meeting DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP URL:https://cfany.org/event/performance-risk-analytics-group-meeting-53/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260805T180000 DTEND;TZID=America/New_York:20260805T193000 DTSTAMP:20260625T190031 CREATED:20251125T200005Z LAST-MODIFIED:20251125T200005Z UID:94123-1785952800-1785958200@cfany.org SUMMARY:Institutional Asset Management Group Meeting DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP URL:https://cfany.org/event/institutional-asset-management-group-meeting-66/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260811T173000 DTEND;TZID=America/New_York:20260811T190000 DTSTAMP:20260625T190031 CREATED:20251125T200922Z LAST-MODIFIED:20251125T200922Z UID:94149-1786469400-1786474800@cfany.org SUMMARY:Wealth Management Group Meeting DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group URL:https://cfany.org/event/wealth-management-group-meeting-17/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260812T180000 DTEND;TZID=America/New_York:20260812T190000 DTSTAMP:20260625T190031 CREATED:20260217T201245Z LAST-MODIFIED:20260608T213239Z UID:96120-1786557600-1786561200@cfany.org SUMMARY:Professional Development & Leadership Group Meeting DESCRIPTION:Group DescriptionThe Professional Development & Leadership (PDL) Volunteer Interest Group plays a critical role in helping investment professionals successfully navigate career transitions\, build leadership skills\, and future-proof themselves in a rapidly changing industry. This group is designed for professionals exploring career transitions\, mentoring opportunities\, seeking leadership opportunities\, strengthening workplace skills\, or simply building their long-term career strategy. Given the evolution of the investment profession\, impacted by technology\, globalization\, regulatory changes\, and new skill demands\, career development has become an increasingly urgent priority.\n\n JOIN THIS GROUP URL:https://cfany.org/event/professional-development-leadership-group-meeting-7/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Professional Development & Leadership,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260813T173000 DTEND;TZID=America/New_York:20260813T203000 DTSTAMP:20260625T190031 CREATED:20260624T183653Z LAST-MODIFIED:20260625T132922Z UID:99334-1786642200-1786653000@cfany.org SUMMARY:Leading with Feedback that Motivates Others DESCRIPTION:OverviewEffective organizational leaders\, regardless of title\, provide specific and timely feedback to those they interact with to motivate them and to change behavior\, when necessary. During this workshop\, you will review and practice using a simple model for providing meaningful feedback that works\, regardless of whether feedback recipients are subordinates\, peers\, or superiors. \nIn turn\, developing your own skills and fostering a culture of feedback and improvement requires asking for and accepting feedback from others about your own performance. \nDuring this highly interactive workshop\, you will practice giving and receiving feedback that improves individual and team performance. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nBob Wieczorek\, CFA\, Chief XP3RT\, Training and Consulting Consortium\, LLC \n\n6:10 PM | KENOTE SPEAKER \nLaura Smith Dunaief\, CLO and Founder\, CareerCraft \n\n7:10 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nBob Wieczorek\, CFA\, Chief XP3RT\, Training and Consulting Consortium\, LLC \n\n7:30 PM | NETWORKING RECEPTION URL:https://cfany.org/event/leading-with-feedback-that-motivates-others/ LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Professional Development & Leadership,Student,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/06/Copy-of-web-tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260818T120000 DTEND;TZID=America/New_York:20260818T130000 DTSTAMP:20260625T190031 CREATED:20251125T192605Z LAST-MODIFIED:20260331T145614Z UID:94057-1787054400-1787058000@cfany.org SUMMARY:Alternative Investment Group Meeting DESCRIPTION:Group DescriptionThe 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. \nIf you would like to participate in this group or attend industry events and networking opportunities join our LinkedIn Group. \n JOIN THIS GROUP URL:https://cfany.org/event/alternative-investment-group-meeting-38/ LOCATION:Virtual Only CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260819T180000 DTEND;TZID=America/New_York:20260819T193000 DTSTAMP:20260625T190031 CREATED:20251125T211817Z LAST-MODIFIED:20251125T211817Z UID:94214-1787162400-1787167800@cfany.org SUMMARY:Investment Strategy Roundtable DESCRIPTION:Group DescriptionThe 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. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP URL:https://cfany.org/event/investment-strategy-roundtable-51/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260826T090000 DTEND;TZID=America/New_York:20260828T170000 DTSTAMP:20260625T190031 CREATED:20260624T170756Z LAST-MODIFIED:20260624T194617Z UID:99303-1787734800-1787936400@cfany.org SUMMARY:Financial & Valuation Modeling - Wall Street Prep DESCRIPTION:Presented by Wall Street Prep | Hosted at CFA Society New York \nBoot Camp DetailsOverviewScheduleAdditional InformationOverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.Additional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A. \nFull Boot Camp (Recommended)$$2\,799Days 1 and 2 Only$$2\,299Early Registration Ends July 26.                      $200 will be added to registration options after July 26.                                            Early Registration Ends July 26.                      $200 will be added to registration options after July 26.                                            AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDay 1 | FINANCIAL STATEMENT MODELING \nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\nAI in Practice → We’ll use AI to interrogate projection assumptions\, surface logical inconsistencies in the model\, and pressure-test whether the drivers you’ve chosen actually hold up — so you build with conviction\, not just speed. \n\n\nDay 2 | DCF MODELING \nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\nAI in Practice →We’ll bring AI into the valuation process to challenge key inputs\, explore how sensitive your output is to WACC and terminal value assumptions\, and stress-test the story your model is telling before you’re asked to defend it. \n\n\nDay 3 | M&A MODELING \nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\nAI in Practice →We’ll use AI to sharpen thinking around deal structure\, probe the assumptions behind accretion and dilution\, and evaluate whether a transaction genuinely creates value — or just appears to on paper. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\nView Full Syllabus\n×Course Syllabus\nFinancial Statement Modeling\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \nAI in Practice → We’ll use AI to interrogate projection assumptions\, surface logical inconsistencies in the model\, and pressure-test whether the drivers you’ve chosen actually hold up — so you build with conviction\, not just speed. \nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\nAI in Practice → We’ll bring AI into the valuation process to challenge key inputs\, explore how sensitive your output is to WACC and terminal value assumptions\, and stress-test the story your model is telling before you’re asked to defend it.\n\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n AI in Practice → We’ll use AI to sharpen thinking around deal structure\, probe the assumptions behind accretion and dilution\, and evaluate whether a transaction genuinely creates value — or just appears to on paper.\n\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set URL:https://cfany.org/event/financial-valuation-modeling-wall-street-prep-3/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2026/06/logo_WallStreetPrep-560x217-1.jpg GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260901T173000 DTEND;TZID=America/New_York:20260901T203000 DTSTAMP:20260625T190031 CREATED:20260624T154543Z LAST-MODIFIED:20260625T180733Z UID:99274-1788283800-1788294600@cfany.org SUMMARY:The New Investment Playbook: Macro Resilience\, AI\, and the Future of Capital Markets DESCRIPTION:OverviewThe investment landscape is undergoing a profound transformation. The Federal Reserve has entered a definitive new era of leadership\, and with this transition comes a fundamental recalibration of global macro strategy. At the same time\, heightened geopolitical uncertainty\, rapid advances in artificial intelligence\, and shifting capital flows are forcing investors to rethink traditional approaches to portfolio construction and risk management. \nCFA Society New York convenes a distinguished panel of investment leaders and market practitioners for a timely discussion on the forces shaping the next decade of capital markets. Moderated by Anthony Scaramucci\, Founder and Managing Partner of SkyBridge Capital\, this panel will explore how institutional investors are adapting to an evolving macroeconomic regime\, technological disruption\, and changing market structures. \nPanelists will examine the implications of the Federal Reserve’s new leadership\, the investment opportunities emerging from artificial intelligence\, the evolution of alternative investments\, and the challenges of preserving and generating alpha in a rapidly changing world. Through an engaging and interactive discussion\, attendees will gain actionable insights into the trends\, risks\, and opportunities expected to define the future of investing. \nIn keeping with CFA Society New York’s mission to deliver industry-leading content\, this event provides a premier forum for investment professionals to engage with leading voices at the intersection of macroeconomics\, innovation\, and capital markets \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \nMODERATOR \nAnthony Scaramucci\, Founder and Managing Partner\, SkyBridge Capital \nPANELIST \n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\n7:30 PM | NETWORKING RECEPTION URL:https://cfany.org/event/the-new-investment-playbook-macro-resilience-ai-and-the-future-of-capital-markets/ LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Global Passport,Student,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/06/ChatGPT-Image-Jun-24-2026-at-03_35_51-PM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260902T180000 DTEND;TZID=America/New_York:20260902T193000 DTSTAMP:20260625T190031 CREATED:20251125T193748Z LAST-MODIFIED:20251125T193748Z UID:94096-1788372000-1788377400@cfany.org SUMMARY:Performance & Risk Analytics Group Meeting DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP URL:https://cfany.org/event/performance-risk-analytics-group-meeting-54/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260902T180000 DTEND;TZID=America/New_York:20260902T193000 DTSTAMP:20260625T190031 CREATED:20251125T200112Z LAST-MODIFIED:20251125T200112Z UID:94125-1788372000-1788377400@cfany.org SUMMARY:Institutional Asset Management Group Meeting DESCRIPTION:Group DescriptionThe 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. \n JOIN THIS GROUP URL:https://cfany.org/event/institutional-asset-management-group-meeting-67/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260907T180000 DTEND;TZID=America/New_York:20260907T190000 DTSTAMP:20260625T190031 CREATED:20251125T192943Z LAST-MODIFIED:20251125T193019Z UID:94069-1788804000-1788807600@cfany.org SUMMARY:Value Investing Group Meeting DESCRIPTION: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. \nJOIN THIS GROUP URL:https://cfany.org/event/value-investing-group-meeting-38/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260908T173000 DTEND;TZID=America/New_York:20260908T190000 DTSTAMP:20260625T190031 CREATED:20251125T200949Z LAST-MODIFIED:20251125T200949Z UID:94151-1788888600-1788894000@cfany.org SUMMARY:Wealth Management Group Meeting DESCRIPTION:Group DescriptionThe Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise\, professionalism\, and innovation of finance professionals serving high-net-worth individuals\, families\, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management\, estate planning\, tax strategies\, behavioral finance\, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise\, engage with top industry leaders\, stay ahead of market trends\, exchange best practices\, and develop leadership opportunities within the CFA Society New York Community. Through roundtables\, workshops\, networking\, and research contributions\, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field\, WM empowers you to grow\, lead\, and thrive in delivering exceptional client solutions. \nJoin Group URL:https://cfany.org/event/wealth-management-group-meeting-18/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260909T120000 DTEND;TZID=America/New_York:20260909T130000 DTSTAMP:20260625T190031 CREATED:20251125T201511Z LAST-MODIFIED:20251125T201511Z UID:94168-1788955200-1788958800@cfany.org SUMMARY:International Investment Group Meeting DESCRIPTION:Group DescriptionThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected\, investors must navigate geopolitical risks\, currency fluctuations\, and evolving regulations to uncover international opportunities. \nJOIN THIS GROUP URL:https://cfany.org/event/international-investment-group-meeting-8/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,International Investments,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/10/Copy-of-VIG-Tile.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260909T173000 DTEND;TZID=America/New_York:20260909T200000 DTSTAMP:20260625T190031 CREATED:20260527T204256Z LAST-MODIFIED:20260624T194214Z UID:98496-1788975000-1788984000@cfany.org SUMMARY:Private Credit in the Cross Hairs DESCRIPTION:OverviewJosh Neren and David Groban\, executives of credit-oriented investment firm Bracco Asset Management\, will join Jeff Hooke\, former investment banker and author\, to discuss the state of the private credit market and its past (and possible future) investment returns.  Also\, in brief\, Mr. Hooke will present the findings of a seminal academic study he co-authored — featured on Bloomberg. The study covers 200 ‘seasoned’ private debt funds and their performance relative to an appropriate public benchmark. \nThe three presenters will leave plenty of time for questions. Besides the current activity and performance of private credit\, they will consider the existential reasons of why the staffs of institutional investors either (i) don’t read\, or (ii) simply ignore studies regarding private asset class return issues\, and whether such lack of action violates fiduciary obligation and the CFA Society’s code of ethics.” \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \n\n6:00 PM | PANEL DISCUSSION \nModerator \nPanelists \nDavid Groban\, Partner & Senior Analyst\, Bracco Asset Management  \nJeffrey Hooke\, Adjunct Finance Lecturer\, Johns Hopkins University  \n\n6:45 PM | Q&A  \n\n6:55 PM | CLOSING REMARKS \n\n7:00 PM | NETWORKING RECEPTION URL:https://cfany.org/event/private-credit-in-the-cross-hairs/ LOCATION:Hybrid-CFA Society NY\, 1540 Broadway\, 10th Fl\, New York\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Conference / Seminar,Interest Group,Performance & Risk Analytics,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/05/ChatGPT-Image-Jun-24-2026-at-03_41_26-PM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260909T180000 DTEND;TZID=America/New_York:20260909T190000 DTSTAMP:20260625T190031 CREATED:20260303T153705Z LAST-MODIFIED:20260303T153705Z UID:96704-1788976800-1788980400@cfany.org SUMMARY:CFA Society New York Book Club: Invisible Rulers by Renee Di Resta DESCRIPTION:OverviewThe 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. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Invisible Rulers: The People Who Turn Lies into Reality \nAuthor: Renée DiResta \nNarrator: Anna Caputo \nRenée DiResta’s powerful\, original investigation into the way power and influence have been profoundly transformed reveals how a virtual rumor mill of niche propagandists increasingly shapes public opinion. While propagandists position themselves as trustworthy Davids\, their reach\, influence\, and economics make them classic Goliaths—invisible rulers who create bespoke realities to revolutionize politics\, culture\, and society. Their work is driven by a simple maxim: if you make it trend\, you make it true. \nBy revealing the machinery and dynamics of the interplay between influencers\, algorithms\, and online crowds\, DiResta vividly illustrates the way propagandists deliberately undermine belief in the fundamental legitimacy of institutions that make society work. This alternate system for shaping public opinion\, unexamined until now\, is rewriting the relationship between the people and their government in profound ways. It has become a force so shockingly effective that its destructive power seems limitless. Scientific proof is powerless in front of it. Democratic validity is bulldozed by it. Leaders are humiliated by it. But they need not be. \nWith its deep insight into the power of propagandists to drive online crowds into battle—while bearing no responsibility for the consequences—Invisible Rulers not only predicts those consequences but offers ways for leaders to rapidly adapt and fight back. URL:https://cfany.org/event/cfa-society-new-york-book-club-invisible-rulers-by-renee-di-resta/ LOCATION:Virtual Only CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Global Passport,Group Meeting,Interest Group Meetings,Virtual Events & Programming ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/12/Copy-of-new-web-tile.png END:VEVENT END:VCALENDAR