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:20180311T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20181104T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20181018T180000 DTEND;TZID=America/New_York:20181018T200000 DTSTAMP:20260620T010336 CREATED:20180613T165522Z LAST-MODIFIED:20181015T210415Z UID:37939-1539885600-1539892800@cfany.org SUMMARY:CFANY Call for Candidates DESCRIPTION:CFANY Call for CandidatesRegister to AttendCandidate Application FormsThis event is an informational session and forum\, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team\, gain understanding about your direct involvement in the mission and vision of CFANY\, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs. \nRead More\nAs the largest local membership society of the CFA Institute and a leading forum for the investment community\, CFA Society New york is committed to promoting the highest professional standards in the investment industry. CFANY has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFANY promulgates and upholds. \nIn addition\, fairly recent corporate governance changes have created a catalytic environment for CFANY members to get involved and lend their own vision to that of the leading-edge developments at CFANY\, and to elevate this organization to be the foremost of its kind for the investment community. \nThis program will provide:\n\nAn introduction the CFANY\, the current leadership team\, the most recent governance changes.\nInformation about the corporate governance structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy.\nInformational session will be followed by a catered networking reception.\n\nRegister to AttendCandidate Application FormsLocation\nCFANY Conference Center\n1540 Broadway (45th St. Entrance) \nRegistration\nFree\nAvailable to Members Only \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/cfany-call-for-candidates-2/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Membership Committee 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:20181025T173000 DTEND;TZID=America/New_York:20181025T210000 DTSTAMP:20260620T010336 CREATED:20180315T162052Z LAST-MODIFIED:20190925T192600Z UID:34321-1540488600-1540501200@cfany.org SUMMARY:2nd Multiemployer Pension Conference DESCRIPTION:Agenda\n5:30 PM | CHECK-IN \n\n5:58 PM | WELCOMING REMARKS \nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \n\n6:00 PM | STATE OF THE UNIONS PANEL – PUTTING BENEFICIARIES FIRST \nModerator \nRandy DeFrehn\, CEO\, DeFrehn and Associates \nPanelists \nJeffery G. Stein\, General Counsel\, 1199SEIU Benefit and Pension Funds \nMichael Joyce\, Senior Vice President\, Segal Marco Advisors \nJani K. Rachelson\, Partner\, Cohen\, Weiss and Simon\, LLP \n\n7:00 PM | UNION PENSION INVESTMENT PANEL \nModerator \nChristopher Brockmeyer\, Director of Employee Benefit Funds\, Broadway League \nSpeakers \nRobert Ball\, Chief Investment Officer\, Joint Industry Board of the Electrical Industry \nMarc Perrone\, Chairman\, UFCW National Pension Fund \nRyk Tierney\, Executive Director\, IAM National Benefit Fund \n\n8:00 PM | CLOSING REMARKS AND RECEPTION \nJoe Cavatoni\, Managing Director\, World Gold Council \n\n9:00 PM | ADJOURNMENT \nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nREGISTRATION & FEESTO ATTEND\nMembers: $55 Nonmembers: $150 \nAsset Owners are eligible for complimentary admission. \nRequest InvitationAsset Owner SeriesOverview Multiemployer Pension plans\, which are operated by groups of companies together with officials of a union that represents their workers\, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades\, where the workers move from job to job\, taking their benefits with them. The trucking\, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1\,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans\, they have recovered significantly since 2009. ‎The conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets\, but also the low interest rate environment. Speakers at this event are some of the most sophisticated multiemployer (union) CIOs\, overseeing $48 billion in assets. Series Sponsors and PartnersFounding SponsorGold SponsorSilver SponsorPartnersNote \nModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks\n\n\nWho Should Attend\nAsset owners\, portfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \n\n\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No jeans allowed; jacket\, slacks\, and formal shoes required \nThis event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only\, so if you would like to attend\, please request an invitation. When requesting an invitation\, you will be prompted to provide your name\, title\, company and email address. URL:https://cfany.org/event/2nd-multiemployer-union-pension-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event 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:20181101T180000 DTEND;TZID=America/New_York:20181101T210000 DTSTAMP:20260620T010336 CREATED:20181009T220709Z LAST-MODIFIED:20181031T214624Z UID:42173-1541095200-1541106000@cfany.org SUMMARY:4th Annual Thinking Beyond the Transition for Veterans DESCRIPTION:4th Annual Thinking Beyond the Transition for VeteransThursday\, Nov. 1\, 2018 | 6:00 pm -9:00pmBecome a MemberVeterans RoundtableVeterans & Military PersonnelRegistration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form\, with proof\, below. \nComplimentary Admission×Complimentary Registration Request \n \n \n Attend or LivestreamWould you like to be registered to attend the event\, or would you prefer to follow along via Livestream? Select event format.*\n \n \n Attend Event\n \n \n \n Livestream Access\n Your InformationName*\n \n \n \n First\n \n \n \n \n Last\n \n \n Phone*Company* Do you have a military (.mil) email address?*\n \n \n Yes\n \n \n \n No - I will provide another form of proof.\n Email*\n \n \n Enter Email\n \n \n \n Confirm Email\n \n \n Use your .mil email.Email*\n \n Please Provide ProofPlease provide proof of military experience by providing a link to your LinkedIn account\, uploading relevant documentation\, or explaining in the field below.LinkedIn Profile\n \n FileMax. file size: 128 MB.Please ExplainNo LinkedIn or relevant documentation to share? Do your best to explain here—we're eager to help.\n \n \n \n \n \n \n \n \n \n \n \n Δ \n \n \n \n CloseNon-Veterans RegistrationMembers : $ 10 | Nonmembers: $ 20 \nRegister to AttendLivestream RegistrationFree to Members | Not Available to Nonmembers \nVeterans & Military Personnel: Complete our COMPLIMENTARY ADMISSION FORM to obtain free livestream access.\nRegister For LivestreamOverview\nThe November 1st event explores how veterans focused on financial fields can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. When veterans feel they are making meaningful contributions\, employers are much more likely to see the lasting benefits of veteran hiring. The evening features a keynote discussion by Greg Parsons\, CEO of Semper Capital Management\, L.P. with $3 Billion AUM. Greg served in the United States Marine Corps and is a supporter of various Veterans Service Organizations. Following the keynote\, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance. A Q&A session will follow\, concluding with a networking reception. \n\nLearning Outcome Statements: \n\nUnderstand how to leverage background in military service to transition successfully\nFocus on key highlights for selling differentiated skill set\nLearn how to translate language from military to finance\nLearn what key points to focus on in job search\, resume conversion\, and interview prep\nLearn about CFANY and CFA Institute’s Career Guide: Veterans Edition\n\nAgenda\n5:45 : Registration \n\n6:00: Networking \n\n6:30: Opening Remarks & Introduction to Keynote Speaker \n\n7:00: Veteran Transition Panel \n\n8:00: Closing Remarks & Networking Reception URL:https://cfany.org/event/4th-annual-thinking-beyond-the-transition-for-veterans/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Veterans 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:20181105T160000 DTEND;TZID=America/New_York:20181105T200000 DTSTAMP:20260620T010336 CREATED:20180926T195248Z LAST-MODIFIED:20250609T201241Z UID:41892-1541433600-1541448000@cfany.org SUMMARY:2nd Annual FinTech Symposium: A Look into the Future DESCRIPTION:2nd Annual FinTech Symposium:A look into the Future \nMonday\, Nov. 5 | 4:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberFintech Leadership GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendLIVESTREAM\nFree Members Only \nRegister for LivestreamOverview Taking place in tandem with the CFA Institute’s Equity Research and Valuation Conference\, innovators\, investment practitioners\, academics and other experts will present and discuss their research and ideas as we take a look into the future of the investment industry. \nLearning Outcome Statements\n\nGain insight into advances and developments in equity research techniques\, valuation and portfolio management\nUnderstand areas of financial services where blockchain\, data science\, and digital platforms are having an impact now and in the future.\nDiscuss best practices in adopting and incorporating potential new developments into practice management.\n\nAgenda\n4:00 PM | REGISTRATION & NETWORKING \n\n4:25 PM | OPENING REMARKS \nMaria Weitzer\, CFA\, Director\, Portfolio Management\, TAG Associates LLC \n\n4:30 PM | WELCOMING REMARKS \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360\, LLC \n\n4:35 PM | KEYNOTE \nMeltem Demirors\, Chief Strategy Officer\, CoinShares \n\n5:20 PM | NETWORKING BREAK \n\n5:30 PM | INNOVATORS & INCUMBENTS PANEL \nModerator \nMee Warren\, CFA\, CAIA \n\nPanelists \nDanielle Kuchinskas\, CFA\, Accenture Banking & Capital Markets Strategy \nAlessia Falsarone\, FSA\, Managing Director\, PineBridge Investments \nKatya Chupryna\, Chief Strategy Officer\, Thinknum \nBeatrice O’Carroll\, Head of Institutional Sales\, Circle \n\n6:30 PM | INVESTORS PANEL \nModerator \nIrina Tanenbaum\, COO\, HomeoLux \n\nPanelists \nSelena Singleton\, Director\, New York Life Ventures \nAnna Garcia\, CFA\, Co-Founder and Partner\, Runway Venture Partners \nKristy Gilbert\, Investment Partner\, Sightway Capital \n\n7:30 PM | CLOSING REMARKS \n\n7:35 PM | CATERED NETWORKING RECEPTION \nSponsor DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. Agenda\n4:00 PM | REGISTRATION & NETWORKING \n\n4:30 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360\, LLC \n\n4:35 PM | INNOVATORS & INCUMBENTS PANEL \nModerator \nMee Warren\, CFA\, CAIA \n\nPanelists \nDanielle Kuchinskas\, CFA\, Accenture Banking & Capital Markets Strategy \nAlessia Falsarone\, FSA\, Managing Director\, PineBridge Investments \nKatya Chupryna\, Chief Strategy Officer\, Thinknum \n\n5:30 PM | INVESTORS PANEL \nSelena Singleton\, Director\, New York Life Ventures \nAnna Garcia\, CFA\, Co-Founder and Partner\, Runway Venture Partners \n\n6:30 PM | KEYNOTE \nMeltem Demirors\, Chief Strategy Officer\, CoinShares \n\n7:30 PM | CLOSING REMARKS \n\n7:35 PM | CATERED NETWORKING RECEPTION URL:https://cfany.org/event/2nd-annual-fintech-symposium-a-look-into-the-future/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group 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:20181106T173000 DTEND;TZID=America/New_York:20181106T200000 DTSTAMP:20260620T010336 CREATED:20180821T224658Z LAST-MODIFIED:20181106T165114Z UID:40531-1541525400-1541534400@cfany.org SUMMARY:Risky Business - Managing Risk Today for Tomorrow's Uncertainty DESCRIPTION:Risky Business – Managing Risk Today for Tomorrow’s UncertaintyTuesday\, Nov. 6 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBusiness Management GroupPerformance and Risk Analytics Research GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendCOMPLIMENTARY LIVESTREAM\nMembers Only \nRegister for LivestreamOverview This event will focus on the risk management frameworks for financial service s companies. There are multiple layers of risk\, several regulatory bodies that define risk\, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify\, measure\, monitor\, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own. \n\nLearning Outcomes\n\nHow/when to use risk appetite statements\nDeveloping and managing the control environment\nKey Risk Indicators – what they\, how do you use them\, and how do they differ from Key Performance Indicators\nDevelopment and importance of risk assessments\nThe role that company size and culture plays in the way a firm views risk\n\n\nFeatures\, Benefits\, Values\nThis event will help members an dot hers gain insight into how different firms define risk and how they go about managing it as part of their day – to-day business. The audience should walk away with an under standing of how/when risk appetite statements are developed\, examples of how control environments are managed\, what/what kind of Key Risk Indicators are used to monitor risk\, and the purpose/importance of risk assessments.Agenda\n5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Chair of the GARP Committee \n\n6:05 PM | PANEL DISCUSSION \nModerator \nJoanna Horowitz\, CFA\, Senior Consultant\, Alternative Investment advisory and Corporate Responsibility & Diversity Lead\, Monticello Consulting \nSpeakers \nJohn Robbins\, CCO\, ICE Data Services \nKen Tays\, Governance Risk and Control Practice Leader\, Broadridge Consulting \nDan Nikci\, CPA\, Principal\, Applied Fund Solutions\, LLC \nJohn Holzwarth\, CCO & Director\, Perkins Fund Marketing \n\n7:00 PM | CLOSING REMARKS \nAlton Crooks\, CFA\, MBA\, Chair of the Business Management Committee \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/risky-business-risk-management-is-business-management/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,CFA Society NY Event,Performance & Risk Analytics 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:20181107T173000 DTEND;TZID=America/New_York:20181107T200000 DTSTAMP:20260620T010336 CREATED:20180821T222949Z LAST-MODIFIED:20181107T160357Z UID:40513-1541611800-1541620800@cfany.org SUMMARY:China - A First World Economy? DESCRIPTION:China – A First World Economy?Wednesday\, Nov. 7 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberGlobal Investing GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendCOMPLIMENTARY LIVESTREAM\nMembers Only \nRegister for LivestreamOverview Our panel will discuss the questions on China that are top-of-mind for investors around the world. China is perhaps the most important variable in global trade\, economic growth\, and the capital markets. \nWe will explore China’s aspirations to be a First World nation\, its secular shift into higher-margin businesses\, and to a consumer-led economy. We will posit and discuss scenarios for varying levels of China’s success\, and ramifications for investors of all sizes and geographies. \nLearning Outcomes\n\nWhere is China in the economic cycle\, differentiating between Secular momentum and Cyclical factors?\nHow are they doing in their shift from Export-led economy to Consumer-driven economy?\nCan they shift from low-margin to high-margin businesses?\nReview and outlook for domestic debt.\nReview and outlook for Trade Wars with US.\nWhat are the unique characteristics of the Chinese onshore bond and equity markets?\nWhat are the opportunities and challenges for onshore Chinese bond and equity market investors?\nWhat are the ways of entering into the Chinese financial markets?\nWhat is the level of sophistication of Chinese derivatives markets? How does it help or challenge hedging?\nWhat to expect in the RMB FX market?\n\nAgenda\n5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nDavid Allen\, CFA\, Co-Chair\, Global Investing Group\, CFA Society New York \n\n6:05 PM | SPEAKERS’ PRESENTATIONS \n\n6:45 PM | PANEL DISCUSSION \nModerator \nMary Wadsworth Darby\, Chief Representative\, CKGSB Americas \nSpeakers \nKevin Chen\, Chief Economist\, Horizon Financial \nJames M. Donald\, CFA\, Head of Emerging Markets\, Lazard Asset Management \nJukka Pihlman\, Global Head\, Central Banks and Sovereign Funds\, Standard Chartered Bank \nPaul Wolansky\, Chairman\, The Cathay Capital Group \n\n7:45 PM | Q & A \n\n8:00 PM | CLOSING REMARKS \nMartin Pomp\, CFA\, Global Investing Group\, CFA Society New York \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/china-a-first-world-economy/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group 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:20181128T180000 DTEND;TZID=America/New_York:20181128T200000 DTSTAMP:20260620T010336 CREATED:20180716T190306Z LAST-MODIFIED:20181114T171148Z UID:39510-1543428000-1543435200@cfany.org SUMMARY:Is Financial Reporting Better or Worse Than Ever DESCRIPTION:Is Financial Reporting Better or Worse than EverWednesday\, November 28 | 6:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only \nRegister for LivestreamFinancial Reporting and Analysis GroupBecome a MemberOverview\n  \nJack Ciesielski published The Analyst’s Accounting Observer over 26 years and engaged frequently with both standard setters and analysts over that span. His observations on how accounting and financial reporting have changed over the years should give you fresh ideas on how to assess the companies that you analyze. The program will discuss improvements in financial reporting over the year\, and the problems that still need to be addressed. Mr. Ciesielski has served on many financial reporting committees including for FASB and the CFA Institute. \nLearning Outcomes\n\nWhy financial reporting is better than it was 30 years ago\nWhere accounting still needs to improve\nAreas on which investors should focus\n\nAgenda\n5:30 pm | Registration \n\n6:00 pm | Opening Statement \n\n6:05 pm | Keynote Presentation \nJack Ciesielski\, Owner\, R.G. Associates\, Inc. \n\n7:05 pm | Closing Remarks \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/is-financial-reporting-better-or-worse-than-ever/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group 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:20181129T180000 DTEND;TZID=America/New_York:20181129T200000 DTSTAMP:20260620T010336 CREATED:20180917T221542Z LAST-MODIFIED:20181129T182711Z UID:41154-1543514400-1543521600@cfany.org SUMMARY:Insurance as an Asset Class DESCRIPTION:Insurance as an Asset ClassThursday\, November 29 | 6:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberAlternative Investment GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $75 \nRegister to AttendCOMPLIMENTARY LIVESTREAM\nFree\nMembers Only \nRegister for LivestreamOverview Institutions and Individuals looking to build a diversified portfolio of financial assets usually face the issue of high correlation. This has become an even more acute problem as financial markets have integrated around the world and technology has simplified the access to once arcane asset classes to the average investor. \nOne of the few asset classes that still remains largely independent from the correlation to financial markets is investment in insurance. Insurance policies valuations are largely based on the factors that directly affect each unique policy or group of policies. \nIn its first Insurance as an Asset Class event\, CFANY has invited managers focused on investing in two large groups of insurance investments: Life Settlements and Catastrophe Insurance. \nThe Life Settlements business started with the AIDS crisis in the 1980s and quickly evolved into a very technical business where insurance policies were exchanged for cash based on estimations on people’s mortality. New investors (including Warren Buffet) brought valuation methods and capital to the industry\, helping to turn it into an asset class in the last 15 years. \nCatastrophe Insurance investing started based on the need for the Re-Insurance market to efficiently tap into additional capital to diversify the risk of large but uncertain insurance policies. The securitization of that re-insurance risk in a bond format draw demand from fixed income funds initially. As the number of issues increased\, dedicated catastrophe investors surged\, taking the risk as a bond or as a re-insurance policy.  \nOur goal with this gathering is to enhance our knowledge of the asset class and understand the perspective of each of these practitioners in each of their sub-markets. \nLearning Outcome Statements\n\nLearn about the industry structure of the life settlement business\nLearn about the industry structure of the catastrophe bond market\nLearn about the history of insurance investing\n\n\nLocation\nCFA Society New York\n1540 Broadway – Suite 1010\n45th St. Entrance \nAgenda\n6:00 PM | REGISTRATION \n\n6:30 PM | OPENING STATEMENT \n\n6:35 PM | LIFE SETTLEMENT MARKET KEYNOTE \nAndrew Plevin\, Co-CEO & Founder\, BroadRiver Asset Management \n\n6:45 PM | PANEL 1: LIFE SETTLEMENT DISCUSSION \nMODERATOR\nJim Pugliese\, Chief Development Officer\, RiverRock Funds \nPANELISTS \nBrian O’Grady\, Managing Director\, Marketing\, Vida Capital \nAndrew Plevin\, Co-CEO & Founder\, BroadRiver Asset Management \n\n7:15 PM | CATASTROPHE INSURANCE AND RE-INSURANCE MARKET KEYNOTE  \nCaleb Wong\, Portfolio Manager\, OppenheimerFund \n\n7:25 PM | PANEL 2: CATASTROPHE INSURANCE AND RE-INSURANCE \nMODERATOR\nPeter J. DiFiore\, Ph.D.\, CAIA\, Managing Director\, Neuberger Berman \nPANELIST \nBrian Weatherholz\, Managing Director\, Leadenhall Capital Partners \nEric Nelson\, US Alternatives Director\, Schroders \nCaleb Wong\, Portfolio Manager\, OppenheimerFund \n\n7:55 PM | CLOSING REMARKS \n\n8:00 PM | NETWORKING & CATERED RECEPTION \n DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/insurance-as-an-asset-class/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event 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:20181130T090000 DTEND;TZID=America/New_York:20181130T170000 DTSTAMP:20260620T010336 CREATED:20180802T210325Z LAST-MODIFIED:20181121T193524Z UID:40161-1543568400-1543597200@cfany.org SUMMARY:5th Annual Sustainable Investing Conference DESCRIPTION:5th Annual Sustainable Investing ConferenceFriday\, November 30 | 9:00 – 5:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESMembers: $95\nNonmembers: $195 \nRegister to AttendLIVESTREAM\nFREE | Members Only \nRegister for LivestreamOverview This is a full day event that will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance\, 3-4 panels discussions addressing the theme of long-termism through the prism of the topics listed below currently under consideration and presentation of relevant research papers. Over lunch\, which will be served\, currently under consideration is an approach wherein a pre-designated topic will the subject of discussion at the table\, to be led by a chosen facilitator. \n\n2018 Event Theme:\nLong-Termism: Emphasizing practices that encourage long-term thinking and investment to create value\, promote economic growth and improve long-term return on investments for savers. According to “Focusing capital on the long term” published in the Harvard Business Review in 2014\, moving to this approach and toward a true long-term mind-set as contrasted to one with a short-term focus on “quarterly capitalism” requires that investors adopt a multi-year time horizon for value creation\, that they define their risk parameters\, including a willingness to accept and tolerate short-term underperformance\, portfolio investments should actually be invested in line with long-term objectives and risk tolerance and that investment professionals and their external fund managers be committed to this long-term investment horizon. \n\nPanel Topics:\n\nCorporate Stewardship\nESG Integration\nClimate Change and Resilience\nDiversity\n\nAgenda\n8:45 AM | REGISTRATION \n\n9:20 AM | WELCOME ADDRESS \nHenry Shilling\, Director of Research\, Sustainable Research and Analysis \n\n9:30 AM | KEYNOTE ADDRESS \nHerman Bril\, Director of the Office of Investment Management\, United Nations Joint Staff Pension Fund \nChris Fowle\, Head of Americas\, Principles for Responsible Investment \n\n10:30 AM | CORPORATE STEWARDSHIP & GOVERNANCE\nIntroduce by Agnes Terestchenko\, CFA\, Head of US Sales\, Vigeo Eiris \nMODERATOR \nJohn Tobin\, Professor of Practice\, Cornell SC Johnson School of Business \nPANEL \nJames Hamilton\, CFA\, Director\, Investment Stewardship\, BlackRock \nPeter Reali\, Senior Director\, Responsible Investing\, Nuveen\, A TIAA Company \nJessica Wirth Strine\, Senior Manager\, Investment Stewardship Team\, Vanguard \n\n11:20 AM | MORNING BREAK \n\n11:40 AM | ESG INTEGRATION \nIntroduced by Joshua Linder\, CFA\, Credit Analyst\, APG Asset Management \nMODERATOR \nCasey C. Clark\, CFA\, Director of Sustainable & Impact Investing\, Managing Director\, Glenmede \nPANEL \nDavid Powell\, CFA\, Portfolio Manager\, Brown Advisory \nNatalie Trunow\, CEO\, Millennial Partners \nAnn Marie Griffith\, Managing Director US Fixed Income\, APG Asset Management \n\n12:30 PM | LUNCH \n\n1:00 PM | KEYNOTE ADDRESS\nIntroduced by Wendy Pan\, CFA\, Senior Research Analyst\, Vice President at the Chief Investment Office\, Bank of America Merrill Lynch \nJeremy Grantham\, Co-founder\, Chief Investment Strategist\, GMO \n\n1:30 PM | CLIMATE & RESILIENCE \n Introduced by Alan Lehman\, CFA\, Credit Analyst\, Gulf International Bank \nMODERATOR: \nAniket Shah\, Head of Sustainable Investing\, OppenheimerFunds \n PANEL: \nPeter Fusaro\, Founder\, Wall Street Green Summit \nThomas Stoner\, CEO\, Entelligent \nLori Siegel\, Senior Modeler\, Climate Interactive \n\n2:20 PM | DIVERSITY \nIntroduced by Kenneth Lassner\, CFA\, Senior Client Relationship Manager\, Aperio Group \n MODERATOR \nErika Karp\, CEO\, Corner Stone Capital \nPANEL \n Hillary Flynn\, ESG Analyst\, Wellington \nSophie L’Hélias\, President\, LeaderXXchange \nJohn Roe\, Head of Analytics\, ISS \nJoseph Kinard\, Chair of the Presbyterian Church (USA) Committee on Mission Responsibility Through Investment (MRTI) \n\n3:20 PM | CONCLUDING REMARKS \nAdam Phillips\, Senior Associate\, Office of Investment Management | Office of the Representative Secretary General\, United Nations Joint Staff Pension Fund \n\n3:30 PM | RECEPTION \n\n4:30 PM | ADJOURNMENT \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/5th-annual-sustainable-investing-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Institutional Asset Management,Sustainable Investing,Value Investing 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:20181204T180000 DTEND;TZID=America/New_York:20181204T200000 DTSTAMP:20260620T010336 CREATED:20181108T213904Z LAST-MODIFIED:20181128T183652Z UID:43562-1543946400-1543953600@cfany.org SUMMARY:Society Leadership Networking Reception DESCRIPTION:Society Leadership Networking Reception Tuesday\, Dec. 4 | 6:00- 8:00 PM\nFollowed by a catered networking reception \nFees\nFree | Members Only \nRegister to AttendCFA Society New York’s regular members are invited to join the Board\, Society leadership\, and members of the Nominations Committee as they introduce the 2018 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee\, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees\, as well as interact with CFANY staff and representatives of the current Board. \nCandidate Nominations Board of DirectorsSanjay Arora\, CFA\, CMA\, ACA \nCarole Crawford\, CFA \nChris Cutler\, CFA \nBob Discolo\, CFA\, CAIA \nCraig Giventer\, CFA \nSammy Suzuki\, CFA \nKris Thiessen\, CFA\, CAIA\, EA \nEvelyn Yeow\, CFA \nNominations CommitteeJames Adams\, CFA \nAlton Crooks\, CFA \nRongbiao (Ron) Fu\, CFA \nDavid Motsonelidze\, CFA \nAlper Sungur\, CFA \nTong (Tracey) Xu\, CFA\, FRM\, PMP URL:https://cfany.org/event/meet-the-candidates/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members,Networking Event 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:20181206T173000 DTEND;TZID=America/New_York:20181206T210000 DTSTAMP:20260620T010336 CREATED:20180315T163437Z LAST-MODIFIED:20191022T191859Z UID:34325-1544117400-1544130000@cfany.org SUMMARY:3rd Annual Endowment and Foundation Chief Investment Officer Roundtable DESCRIPTION:Agenda\n5:30 PM | CHECK-IN \n\n6:00 PM | WELCOMING REMARKS \nRobert Discolo\, CFA\, CAIA\, Board of Directors\, CFANY \n\n6:05 PM | KEYNOTE ADDRESS \nMark Anson\, CIO\, Commonfund\, Board of the UAW Retiree Medical Benefits Trust \n\n6:45 PM | PANEL \nModerator \nMark Anson\, CIO\, Commonfund\, Board of the UAW Retiree Medical Benefits Trust \nSpeakers \nJacob Walthour\, Member of Investment Committee – Margaret A. Cargill Philanthropies \nWilliam Lee\, Chief Investment Officer\, New York-Presbyterian \nJesse J. Bean\, Former Treasurer and CIO Catholic Healthcare West (now known as Dignity Health) \nKristin Agatone\, Chief Investment Officer\, Lehigh University \n\n7:30 PM | SPONSOR CLOSING REMARKS AND RECEPTION \nJoe Cavatoni\, Managing Director\, World Gold Council \n\n9:00 PM | ADJOURNMENT \nThomas Brigandi\, Board Director\, Macaulay Honors College Foundation \nREGISTRATION & FEESTO ATTEND\nMembers: $55  \nAsset Owners are eligible for complimentary admission. \nRequest InvitationAsset Owner SeriesOverviewThe 3rd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in best practices in investment strategy\, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors.Series Sponsors and PartnersFounding SponsorGold SponsorSilver SponsorPartnersNote \nModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks\n\n\nWho Should Attend\nAsset owners\, portfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \n\n\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No jeans allowed; jacket\, slacks\, and formal shoes required \nThis event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only\, so if you would like to attend\, please request an invitation. When requesting an invitation\, you will be prompted to provide your name\, title\, company and email address. URL:https://cfany.org/event/3rd-annual-endowment-and-foundation-chief-investment-officer-roundtable/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event 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:20190109T180000 DTEND;TZID=America/New_York:20190109T203000 DTSTAMP:20260620T010336 CREATED:20181126T231118Z LAST-MODIFIED:20190108T232024Z UID:44140-1547056800-1547065800@cfany.org SUMMARY:New Year Market Outlook DESCRIPTION:New Year Market OutlookWednesday\, January 9 | 6:00 – 8:30 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $30 \nNonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only \nRegister for LivestreamOverview This event is a chance to hear a panel of distinguished buy side strategists\, PMs and CIOs discuss and debate their outlooks for the markets. In addition\, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves\, economic outlook and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFA New York member to evaluate. This event is a chance to hear buyside strategists\, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should consider  in forming their views about where to place capital and how to put it to work. Agenda\n6:00 PM | REGISTRATION \n\n6:25 PM | OPENING REMARKS \nLeo Schmidt\, CFA \n\n6:30 PM | SPEAKER’S OVERVIEW \n\n7:00 PM | PANEl DISCUSSION \nMODERATOR\nDavid Allen\, CFA\, Institutional Director\, Schroders \nPANELISTS \nCameron Crise\, Micro-strategist\, Bloomberg\nHolly MacDonald\, Chief Investment Strategist\, Bessemer Trust\nLaura Porter\, Managing Director\, Fitch Ratings\nChristopher Wolfe\, CFA\, CFP\, Chief Investment Officer\, First Republic\nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n\n7:45 PM | Q&A \n\n7:50 PM | CATERED NETWORKING RECEPTION \n DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/new-year-market-outlook/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Institutional Asset Management,Networking Event 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:20190115T180000 DTEND;TZID=America/New_York:20190115T203000 DTSTAMP:20260620T010336 CREATED:20181115T174243Z LAST-MODIFIED:20190114T155822Z UID:44024-1547575200-1547584200@cfany.org SUMMARY:Alpha in the Millennial Era: 2019 Outlook DESCRIPTION:Alpha in the Millennial Era: 2019 OutlookTuesday\, January 15 | 6:00 – 8:30 PM\nFollowed by a Catered Networking Reception \nBecome a MemberYoung Leaders GroupREGISTRATION & FEESTO ATTEND\nMembers: $30 \n Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFree\nMembers Only \nRegister for LivestreamOverview Please join us on Tuesday\, January 15th for “Alpha in the Millennial Era: 2019 Outlook\,” a panel discussion featuring four senior-level investment professionals who will share insights into notable investment trends and opportunities that both young leaders and seasoned professionals will be focused on for 2019. Our panel will discuss the merits and risks of investing in the following categories: \n\nSustainable finance & ESG investing\nInfrastructure as impact investing\nEmerging and developed market equity & debt\nDigital currencies & the underlying technology\n\nAs millennials continue to amass wealth\, how will this generation steer more traditional investment practices? Concurrently\, with baby boomers now running the show at major financial institutions\, what type of focus and understanding do they have on these opportunities? As they approach retirement with longer life spans and higher health care costs\, will they wield their collective retirement fund power into new asset classes in anticipation of higher returns? \nFollowing the conclusion of the moderated panel discussion\, attendees will have opportunities to engage with our speakers during the Q&A session and the open networking portion of the evening. \n\nLearning Outcome Statements (LOS)\n\nGain insight into the key investment trends and opportunities for 2019.\nUnderstand how high profile market trends such as impact investing and digital currencies are translating into both institutional and wealth/retail investment flows.\nDevelop insight into how institutional investors cut through noise in order to identify and implement the highest potential trends in their role to generate alpha and/or maintain assets.\n\nAgenda\n6:00 PM | Registration \n\n6:30 PM | Opening Remarks \nCaroline Busby\, CFA\, US iShares Fixed income Institutional Sales member\, BlackRock \n\n6:35 PM | Panel Discussion \nModerator: \nMeghan Morris\, Asset management reporter\, Business Insider \nPanelists: \nPaul Cappelli\, Portfolio Manager\, Galaxy Digital Advisors \nMorgan Harting\, CFA\, CAIA\, Portfolio Manager-Multi-Asset Solutions\, Alliance Bernstein \nManju Seal\, Head of Sustainable Finance\, ESG Lead\, BMO Capital Markets \nHector Negroni\, Chief Executive Officer\, and Chief Investment Officer\, FCO Advisors LP \n\n7:30 PM | Closing Remarks \nMichael Sicari\, CFA\, Financial Analyst\, Houlihan Lokey Financial Advisory Services \n\n7:35 PM | Networking and Catered Reception \n DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/alpha-in-the-millennial-era-2019-outlook/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Young Leaders 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:20190116T170000 DTEND;TZID=America/New_York:20190116T180000 DTSTAMP:20260620T010336 CREATED:20181130T190311Z LAST-MODIFIED:20190102T230353Z UID:44217-1547658000-1547661600@cfany.org SUMMARY:2019 Annual Meeting DESCRIPTION:2019 Annual MeetingWednesday\, January 16 | 5:00 – 6:00 pm \nFree to Attend | Members Only\nRegister to AttendThe annual meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee. \nVoting is authorized constitutionally under CFANY bylaws (see Article III\, Section 3.10); eligible CFANY members unable to attend are permitted to vote by proxy (Section 3.9). Members voting by proxy can cast ballots electronically. \nAgenda5:15PM: Overview of CFANY’s FY 2018 Financials & Membership Status \n\n5:30PM: ELECTIONS AND APPOINTMENTS \n1) Election of four Directors at Large to the CFANY Board of Directors (“Directors”)\n2) Election of six appointees to the 2019 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n6:00PM ADJOURN \n DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer CFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. NO SHOW \nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group URL:https://cfany.org/event/2019-annual-meeting/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members,Networking Event 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:20190116T180000 DTEND;TZID=America/New_York:20190116T203000 DTSTAMP:20260620T010336 CREATED:20181130T192401Z LAST-MODIFIED:20190110T200139Z UID:44220-1547661600-1547670600@cfany.org SUMMARY:2019 Kickoff Awards Ceremony DESCRIPTION:2019 Kickoff Awards CeremonyWednesday\, January 16 | 6:00 – 8:30 pm \nFree | Members Only \nRegister to AttendThe Evening Will Consist Of\nThe evening consists of a Recap of the 2019 Annual Meeting\, the CFA Society New York Volunteer Award Ceremony\, and a 2019 Kickoff Party. \n[fusion_checklist icon=”fa-asterisk fas” iconcolor=”” circle=”” circlecolor=”#008ed6″ size=”15px” divider=”” divider_color=”” hide_on_mobile=”small-visibility\,medium-visibility\,large-visibility” class=”” id=”” /]2017 Volunteer Award Winners×Volunteer Leadership Group Award Descriptions CFA Society New York Ambassador Committee This award recognizes the committee that has promoted CFA Society New York ’s values to members as well as nonmembers\, resulting in increased awareness of CFA Society New York in the financial community. The committee bestowed with this award has built bridges and forged partnerships between various financial institutions and CFA Society New York. Most Outstanding Industry Contribution The committee awarded this distinction has been instrumental in identifying and working to address a new demand across the finance profession. This new demand is in line with the values and mission of CFA Society New York. This award may also be accorded to a committee that has been established recently\, and has exhibited growth in membership as well as in the creation of new programming. Most Improved Committee The committee(s) receiving this award demonstrated improvement in terms of membership\, participation and/or programming over the past year. Close×Individual Award Descriptions Young Investment Professional Award This award recognizes an outstanding early-career professional who actively involves himself/herself in the profession\, the investment communities and in the work of CFA Society New York. The award is presented to a CFA Society New York member/volunteer who has been in the investment field for fewer than 10 years. Note: CFA Society New York membership is required. Volunteer of the Year Award This award honors respected and distinguished CFA Society New York members/volunteers who have demonstrated extraordinary service and continuing devotion to the Society. These individuals have exhibited continued dedication to the achievement of CFA Society New York ’s goals\, especially within the past calendar year. Note: Up to 3 people may receive this award. CFA Society New York membership is required. Benjamin Graham Distinguished Service Award This award honors exceptionally dedicated voluntary service to CFA Society New York marked by out-standing performance. This individual denotes effective leadership and prolonged and committed service\, devotion and enthusiasm. Established in 2011\, this award honors the contributions of Benjamin Graham\, one of CFA Society New York ’s founders and the “father of securities analysis.” The award is presented to a CFA Society New York member/volunteer who has served the Society for at least 10 years in at least one of the following areas: Volunteer Leadership\, Program Development\, or Membership Growth. Note: CFA Society New York membership is required. Close \nIndividual Awards \n \nThrough generations of investment professionals\, CFA Society New York (CFANY) has remained steady as a leading forum for the investment community\, and a hub for objective\, independent thought. Driven by an unparalleled community of volunteer investment professionals\, CFANY holds over 200 events per year\, exploring various topics of vital importance to the investment industry. \nAward Descriptions \n \n– Young Investment Professionals Award – \n \nRongbiao Fu\, CFA \n \n– Volunteer of the Year – \n \nThomas Brigandi Karina Bubeck\, CFA Peter Sang\, CFA \n \n– Benjamin Graham Distinguished Service Award – \n \nMartin Fridson\, CFA \n \nGroup Awards \n \nThe majority of CFANY events are organized by member-driven subcommunities of like-minded individuals\, each respectively centered around a set of shared professional interested and a defined\, overarching theme. Thousands of individuals contribute to these groups in the spirit of collaboration. The following groups were identified by our Nominations Committee for their accomplishments this year. \nAward Descriptions \n \n– Most Improved Committee – \n \nVeterans Roundtable \n \n– Most Innovative Committee – \n \nFinTech Leadership Group \n \n– CFA Society New York Ambassador Committee – \n \nAlternative Investments Leadership Group \n \n– Most Outstanding Industry Contribution – \n \nAsset Owner Series™ \nAward History20172016201520142013 DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer CFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. NO SHOW \nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group URL:https://cfany.org/event/2019-kick-off-awards-ceremony/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members 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:20190122T180000 DTEND;TZID=America/New_York:20190122T200000 DTSTAMP:20260620T010336 CREATED:20181207T172033Z LAST-MODIFIED:20190130T230814Z UID:44416-1548180000-1548187200@cfany.org SUMMARY:Value Investing Education Workshop DESCRIPTION:Value Investing Education WorkshopTuesday\, January 22 | 6:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $25 \nNonmembers: $115 \nRegister to AttendLIVESTREAM\nFree\nMembers Only \nRegister for LivestreamOverview Join us for the first lecture as part of the CFANY Value Investing group education workshop exploring some of the value investing most important influencers of the past and presence. We are starting this new series of lectures and workshop with an overview of the evolution of value investing. \nLearning Outcome Statements\n\nExplore the different branches of Value Investing\nLearn some of the key tools and methods used by different value investors\nLearn about the history of value investing; analyze case studies\n\nThis series of Value investing education classes will be held every 2 months and will explore the investment philosophy\, methods\, and tools of various value investment greats. \nAgenda\n5:30 PM | Registration \n\n6:00 PM | Lecture \nRichard Konrad\, CFA\, CFP\, Director of Value Strategy\, Roosevelt Investments \n\n6:45 PM | Hands-on Case Study \n\n7:30 PM | Networking and Catered Reception \nSponsor DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/value-investing-education-workshop/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Value Investing 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:20190123T113000 DTEND;TZID=America/New_York:20190123T133000 DTSTAMP:20260620T010336 CREATED:20181115T190440Z LAST-MODIFIED:20190116T213403Z UID:44032-1548243000-1548250200@cfany.org SUMMARY:American Gas Association Luncheon Presentation DESCRIPTION:American Gas Association Luncheon Presentation– An American Gas Association Sponsored Event –Wednesday\, January 23 \nRegister to AttendSpeakers\nDave McCurdy President & CEO\, American Gas Association \nJames P. Torgerson\, Chief Executive Officer\, AVANGRID Inc.\, and  2019 Chair\, American Gas Association \n\nThe American Gas Association\, founded in 1918\, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 74 million residential\, commercial and industrial natural gas customers in the U.S.\, of which 95 percent — more than 70 million customers — receive their gas from AGA members. AGA is an advocate for natural gas utility companies and their customers and provides a broad range of programs and services for member natural gas pipelines\, marketers\, gatherers\, international natural gas companies and industry associates. Today\, natural gas meets more than one-fourth of the United States’ energy needs. \nThis AGA luncheon and presentation will focus on the outlook for natural gas utilities\, plus address such topics as pipeline safety\, customers of the future\, growth opportunities\, methane emissions\, impact of legislative/regulatory actions on the industry\, and the investment strength of the energy utility sector. \nEvent DetailsAgendaEvent Details\nDate & Time:\nThursday\, Jan. 23\, 2019\n11:30 am – 1:30 pm \n\nLocation\nCFA Society New York Conference Center \n1540 Broadway Suite 1010 \n\nFees\nCFANY & AGA Members: $35\nNonmember: $95 \nAgenda\n11:30 AM | Registration\n\n11:45 AM | Luncheon\n\n12:20 PM | Welcome & Introduction\nMario Carias\, CFA\, Managing Director\, Content and Member Services \n\n12:30 PM | Outlook for the Natural Gas Industry\nJames P. Torgerson\, Chief Executive Officer\, AVANGRID Inc.\n2019 Chair\, American Gas Association \n\n1:30 PM | Meeting Adjourned\nRegister to AttendEvent & Presentation Sponsored By URL:https://cfany.org/event/american-gas-association-luncheon-presentation-2/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Other Industry Events,Sponsored Event* 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:20190124T083000 DTEND;TZID=America/New_York:20190124T173000 DTSTAMP:20260620T010336 CREATED:20180928T233345Z LAST-MODIFIED:20250609T201737Z UID:42028-1548318600-1548351000@cfany.org SUMMARY:Data Science in Finance: Looking Beyond the Hype DESCRIPTION:Thursday\, January 24 | 8:30 AM – 5:30 PM\nOnline registration is closed. Walk-ins are welcome. \n\nFees: Members: $495 | Nonmembers: $595 \n\nSQA and CFANY’s Fintech Leadership Group PresentData Science in Finance: Looking Beyond the HypeAgenda×Agenda\n8:30 AM | Registration and Breakfast\n\n9:00 – 10:00 AM\n“What is Machine Learning and Deep Learning?” \nSanjeev Arora\, Princeton University \n\n10:00 – 11:00 AM\n“Hierarchical and Hybrid Neural Networks Models for Time Series Forecasting.” \nSlawek Smyl\, Uber Technologies \n\n11:00 – 11:15 AM | Coffee break\n\n11:15 – 12:15 PM\n“Can Machines Learn Finance?” ** \nBryan Kelly\, Yale University and AQR \n\n12:15 – 1:15 PM | Lunch\n\n1:15 – 2:15 PM\n“Open Source Random Variables: Building a Prediction Web” ** \nPeter Cotton\, JP Morgan and Stanford University \n\n2:15 – 3:15 PM\n“Mathematicians helping art conservators and art historians.” \nIngrid Daubechies\, Duke University \n\n3:15 – 3:30 PM | Coffee break\n\n3:30 – 4:30 PM\n“Challenge for Finance: AI Interpretability” \nKen Perry\, Consultant in Risk and Quantamental Investing\, CRO\, formerly of Och Ziff \n\n4:30  PM | Cocktails & Networking Reception\n\n** Presentations will only be available at the event; no post-event video will be offered \nCloseHost: Fintech Leadership Group & SQA \n \nData Science is blossoming in the financial industry and literature. More and more financial firms are introducing machine learning systems to forecast markets and trade. Academics are astounded by “unprecedented out-of-sample return prediction” ability of ML and are setting а “new standard for accuracy in measuring risk premia.”[1]  They find that “in designing and pricing securities\, constructing portfolios\, and risk management… deep learning can detect and exploit interactions in the data that are\, at least currently\, invisible to any existing financial economic theory.”[2]  At the same time\, “rapid empirical success in this field currently outstrips mathematical understanding.”[3] \nJoin us to learn from leading academics and practitioners about Data Science applications in finance and to understand what’s behind these techniques and why they work so well. \n[1] Shihao Gu\, Bryan Kelly and Dacheng Xiu ”Empirical Asset Pricing via Machine Learning.” Chicago Booth Research Paper No. 18-04 \n[2] J. B. Heaton\, N. G. Polson and J. H. Witte “Deep Learning in Finance.” arXiv:1602.06561v3 [cs.LG] 14 Jan 2018 \n[3] Sanjeev Arora “Mathematics of Machine Learning: An introduction.” https://www.cs.princeton.edu/~arora/ \n  \nEvent DetailsAgendaAbout SQAEvent Details\nDate & Time:\nThursday\, Jan. 24\, 2019\n8:30 am -5:30 pm \n\nLocation\nCFA Society New York Conference Center\n1540 Broadway Suite 1010 \n\nFees\nEarly Bird Pricing\n( For the first 100 people to register) \nMember: $425\nNonmember: $525 \nRegular Pricing \nMember: $595\nNonmember: $695 \n\nWho Would Be Interested\nAnalysts\nPortfolio Managers\nPractitioners interested in how machine learning\, artificial intelligence\, and other data science techniques can be used in financial and other sectors. \nAgenda\n8:30 AM | Registration and Breakfast\n\n9:00 – 10:00 AM\n“What is Machine Learning and Deep Learning?” \nSanjeev Arora\, Princeton University \n\n10:00 – 11:00 AM\n“Hierarchical and Hybrid Neural Networks Models for Time Series Forecasting.” \nSlawek Smyl\, Uber Technologies \n\n11:00 – 11:15 AM | Coffee break\n\n11:15 – 12:15 PM\n“Can Machines Learn Finance?” ** \nBryan Kelly\, Yale University and AQR \n\n12:15 – 1:15 PM | Lunch\n\n1:15 – 2:15 PM\n“Open Source Random Variables: Building a Prediction Web” ** \nPeter Cotton\, JP Morgan and Stanford University \n\n2:15 – 3:15 PM\n“Mathematicians helping art conservators and art historians.” \nIngrid Daubechies\, Duke University \n\n3:15 – 3:30 PM | Coffee break\n\n3:30 – 4:30 PM\n“Challenge for Finance: AI Interpretability” \nKen Perry\, Consultant in Risk and Quantamental Investing\, CRO\, formerly of Och Ziff \n\n4:30  PM | Cocktails & Networking Reception\n\n** Presentations will only be available at the event; no post-event video will be offered \nAbout SQA\nThe Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment community. SQA has hosted educational events in NYC since 1965. The principal mission of SQA is to encourage the dissemination and discussion of leading-edge ideas and innovations\, including analytical techniques and technologies for investment research and management. There is more information about SQA and its history on our website: www.sqa-us.org \nREGISTER TO ATTENDEvent Sponsor URL:https://cfany.org/event/data-science-in-finance-looking-beyond-the-hype-2/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group 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:20190125T090000 DTEND;TZID=America/New_York:20190125T170000 DTSTAMP:20260620T010336 CREATED:20190109T225619Z LAST-MODIFIED:20190123T164522Z UID:44931-1548406800-1548435600@cfany.org SUMMARY:Introduction to Data Science and Python for Finance DESCRIPTION:Introduction to Data Science and Python for Finance\nFriday\, January 25 \nThis event has sold out and registration is closed. We apologize for any inconvenience. \nFor information concerning future “Introduction to Data Science and Python for Finance” course dates\, please email Jenny Ball: jball@cfany.org \nCourse Curriculum×Course Curriculum\nIntroduction to Data Science for Finance & Fintech \n\nWhat is data science\, why is it relevant to Finance & Fintech\nExplanation of the hype around data science\, machine learning & big data \n\nThe Data Science Process \n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & Recommendations\n\nOverview of Other Common Data Science Methods \n\n Supervised vs. unsupervised learning\n\nClassification in Python for Finance & Fintech \n\nWhen to use classification tasks\n Overview and implementation of decision tree classification in Python to obtain better customer insights\n Evaluation of classification tasks using accuracy\, confusion matrices\, expected value\, etc.\n Visualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\n Selecting informative attributes via information gain and entropy analyses\n\nClustering in Python for Finance & Fintech \n\nWhen to use clustering tasks\nOverview and implementation of k-means in Python clustering in Python to understand stock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\nBig Data for Finance \n\nWhat is Big Data and why is Big Data relevant to Finance & Fintech\n How does Big Data relate to the concepts taught in this course\nOverview of most common Big Data technologies\n\nWrap-Up and Summary \nCloseCourse Content Developers×Course Content Developers\nDavid Haber\ndavid@cognitir.com \n\nDavid heads Cognitir’s technology and coheads product development. He has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. Previously\, he was a lead software and machine learning engineer at Soma Analytics\, an investor-backed and award-winning health-tech startup in London. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. Outside of Cognitir\, he currently advises HiDoc\, an early stage digital health startup in Germany. David holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at\ninternational conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\n Neal Kumar\, CFA\nneal@cognitir.com \nAt Cognitir\, Neal leads strategy and business development initiatives. He also coheads product development. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at JPMorgan and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nClosePlease note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop.This prerequisite Python course takes attendees\, on average\, 8-10 hours to complete and does not need to be completed in one sitting. \nFees\nMembers | $499 \nNonmembers | $599 \n  \n  \nLocation\nCFANY Conference Center\n1540 Broadway – Suite 1010\nNew York\, N.Y. 10036 \nOverviewAbout CognitirContact InformationOverview 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. As a result\, financial companies have been on an\ninnovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \n\nWhat This Course Offers \n\n\n\n An overview of data science methods relevant to finance and fintech\nHands-on Python programming experience\n Understanding of effective data visualization techniques using Python\nCourse notes\, certificate of completion\, and post-seminar email support for 3 months\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n A Computer Science 101 pre-course webinar\n\n\nWho Is This For \n\n\n\nThis course is relevant for students and professionals who want to gain a hands-on introduction to essential\ndata science methods that are utilized in finance\, fintech\, and business.”\n\n\n\nAbout Cognitir Cognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process. \nThis training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nContact Information\n\nLevel: Beginner \n\n\nPrerequisite: Introductory Python Programming Course\nDuration: 1 Day \nEmail: info@cognitir.com\nPhone: +1 908 505 5991 (US) | +44 75 0686 49 85 (UK) \n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. \nRefunds\, Cancellations and Substitutions\nAll requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677\, or emailed to SEMINARS@CFANY.ORG. \nWithdrawals from events\, live or streaming\, are subject to the following policy: \n\nOnce the Pre-Seminar Email with the slides and code is sent out (~ 1 week before the course): NO REFUND\n\nFor more information: POLICIES AND PROCEDURES URL:https://cfany.org/event/introduction-to-data-science-and-python-for-finance-2/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event 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:20190207T173000 DTEND;TZID=America/New_York:20190207T203000 DTSTAMP:20260620T010336 CREATED:20181207T224851Z LAST-MODIFIED:20190207T154948Z UID:44527-1549560600-1549571400@cfany.org SUMMARY:Current Trends in Compensation and Talent Management for the Asset Management Industry DESCRIPTION:OverviewThis event will begin with a Keynote that will explore interesting metrics behind human capital analytics and future of work. Following will be an expert panel to explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity and inclusion is to the mandate of institutional investors.  \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nTim Frazier\, VP Sales\, TriNet Financial Services \n\n\n6:05 PM | KEYNOTE PRESENTATION \n\nKaryn Marciniak\, PhD\, Workforce Strategy Consultant\, Mercer \n\n\n6:15 PM | PANEL DISCUSSION \n\nModerator \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, Founder\, HCMoneyball \n\nPanelists \nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nTom Gerrity\, Head of People\, Stash Invest \nTodd Piskadlo\, Principal\, FinServ Consulting \n\n\n7:10 PM |  CLOSING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Director\, Fidelis Capital \n\n\n7:15 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\nHuman Capital Analytics and the future of work\n\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations URL:https://cfany.org/event/current-trends-in-compensation-and-talent-management-for-the-asset-management-industry-2/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,Career Development,CFA Society NY Event 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:20190221T180000 DTEND;TZID=America/New_York:20190221T200000 DTSTAMP:20260620T010336 CREATED:20181217T205833Z LAST-MODIFIED:20250609T184552Z UID:44637-1550772000-1550779200@cfany.org SUMMARY:Women & Wealth - Fireside Chat between Carla Harris and Denise Shull DESCRIPTION:OverviewThis is the first in a continuing series entitled “Women & Wealth\,” where we welcome successful women from across the finance industry to share their unique experience and perspective. As Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley\, Carla Harris has built a reputation as a popular public speaker who gives impactful career guidance to corporate audiences. She will be joined by Denise Shull\, MA\, who leverages her training in psychological science to solve the challenges of mental mistakes\, confidence crises\, and slumps in Olympic athletes\, Wall Street traders\, and corporate warriors. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\nStephen Mayrose\, CFA\, CFP\, Chair\, Private Wealth Management Committee \n\n\n6:05 PM | FIRESIDE CHAT \n\nDenise Shull\, MA\, Decision Coach & Performance Architect \nCarla Harris\, Vice Chairman\, Managing Director\, Morgan Stanley \n\n\n6:50 PM | Q & A \n\n7:00 PM |  CLOSING REMARKS \n\nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360. LLC. \n\n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nTo gain insight of the issues facing women in the financial world\nTo leverage the training and experience in psychology accumulated by Denise Shull to better understand how investors often help or hinder their own performance\nWe’ll learn from two extraordinarily successful women how they help to guide other professionals in their careers\, make better decisions\, and what they view as the direction of the investment profession moving forward.\n\nSponsor URL:https://cfany.org/event/women-wealth-fireside-chat-between-carla-harris-and-denise-shull/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Private Wealth Management 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:20190228T180000 DTEND;TZID=America/New_York:20190228T200000 DTSTAMP:20260620T010336 CREATED:20190214T160852Z LAST-MODIFIED:20190222T220948Z UID:46396-1551376800-1551384000@cfany.org SUMMARY:Young Professional Brainstorming Session DESCRIPTION:OverviewThe Young Leaders Group is hosting a collaborative brainstorming session\, designed to develop innovative ideas that CFANY can pursue for the benefit of your career. Enjoy some pizza and beer on us\, and let’s have a productive evening of idea generation! URL:https://cfany.org/event/young-professional-brainstorming-session/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Interest Group,Interest Group Meetings,Networking Event,Young Leaders 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:20190307T170000 DTEND;TZID=America/New_York:20190307T200000 DTSTAMP:20260620T010336 CREATED:20181130T170122Z LAST-MODIFIED:20190305T232916Z UID:44202-1551978000-1551988800@cfany.org SUMMARY:The Great Separation: Is Now the Time to Embrace Long/Short Equity? DESCRIPTION:OverviewA rising tide has lifted all boats the past nine years due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however\, the tides are shifting and we may soon find out who has been swimming naked. We invite you to a discussion about the status of the equity market cycle and how to prepare your portfolio for its inevitable turn. Our keynote speaker Mark Yusko\, Founder\, CEO and Chief Investment Officer at Morgan Creek Capital Management\, will explore the return of volatility\, passive vs. active management\, quantitative tightening and many more top-down topics. A proponent of the University Endowment Model of investing\, Yusko is a featured speaker at the upcoming 72nd CFA Institute Annual Conference in London. He previously served as the Chief Investment Officer for the University of North Carolina at Chapel Hill (UNC). Our investor and journalist panel will expand on these topics and discuss the role of the press in markets\, particularly as it relates to holding management teams accountable and calling out bad actors. A networking reception will follow. \nAgenda5:00 PM | REGISTRATION \n\n5:30 PM | WELCOME REMARKS \n\nKris Thiessen CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n5:35 PM | KEYNOTE SPEAKER \n\nMark W. Yusko\, Chief Executive Officer & Chief Investment Officer\, Morgan Creek Capital Management\, LLC \n\n\n6:35 PM | PANEL \n\nIntroduction of Panelist \nKelly Ye\, CFA\, Director of Research\, IndexIQ \n\nModerator \nCory Lester\, Managing Director\, Morgan Creek Capital Management \n\nPanelists \nDavid Atterbury\, President\, Portfolio Manager\, Whetstone Capital Advisors\, LLC \nBen Axler\, Founder\, Spruce Point Capital Management \nCharley Grant\, CFA\, Reporter\, Wall Street Journal \nMark Spiegel\, Managing Member and Portfolio Manager\, Stanphyl Capital Partners \nMark W. Yusko\, Chief Executive Officer & Chief Investment Officer\, Morgan Creek Capital Management\, LLC \n\n\n7:40 PM |  CLOSING REMARKS \n\nJonathan Prin\, CFA\, Managing Director\, Greylock Capital \n\n\n7:45 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhy and when to invest in equity long/short strategies\nUnderstanding the equity market cycle and portfolio positioning\nPassive vs. active management with the return of volatility\nUnderstanding the University Endowment Model of investing\nThe role of the press in markets and holding management teams accountable URL:https://cfany.org/event/the-great-separation-is-now-the-time-to-embrace-long-short-equity/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event 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:20190312T080000 DTEND;TZID=America/New_York:20190312T113000 DTSTAMP:20260620T010336 CREATED:20181129T212555Z LAST-MODIFIED:20190311T173619Z UID:44181-1552377600-1552390200@cfany.org SUMMARY:The Return of Volatility DESCRIPTION:OverviewThe speakers will explore different investment strategies to benefit in times of jumps in volatility or the lack thereof. The speakers/panelists will have the experience to share from running these strategies in the past and how they think they may be employed in the future. \nAgenda8:00 AM | REGISTRATION & BREAKFAST \n\n8:30 AM | OPENING REMARKS \nKris Thiessen\, CFA\, CAIA\, EA\, Founder & Managing Partner\, Helix Management \n\n8:33 AM | PRESENTATION SPEAKER \nIntroduced by Kris Thiessen\, CFA\, CAIA\, EA \nNancy Davis\, Managing Partner\, Chief Investment Officer\, Quadratic Capital Management \n\n8:55 AM | PRESENTATION SPEAKER \nIntroduced by Mathias Strohfeldt\, CFA \nNitin Saksena\, Managing Director\, US Equity Derivatives Research \n\n9:20 AM | PRESENTATION SPEAKER \nIntroduced by Mathias Strohfeldt\, CFA \nMandy Xu\, CFA\, Chief Equity Derivatives Strategist\, Credit Suisse \n\n9:45 AM | COFFEE BREAK \n\n10:00 AM | PRESENTATION SPEAKER \nIntroduced by Todd Eklund\, CFA \nTaylor Lukof\, Founder/ CEO & Fund Manager\, ABR Dynamic Funds\, LLC. \n\n10:20 AM | PANEL DISCUSSION: THE RETURN OF VOLATILITY \nIntroduced by Kris Thiessen\, CFA\, CAIA\, EA \nModerator \nHema Parmar\, Investing Reporter\, Bloomberg News \n\nPanelists \nTaylor Lukof\, Founder/ CEO & Fund Manager\, ABR Dynamic Funds\, LLC. \nNitin Saksena\, Managing Director\, US Equity Derivatives Research \nMandy Xu\, CFA\, Chief Equity Derivatives Strategist\, Credit Suisse \n\n11:00 AM |  CLOSING REMARKS\n \nMathias Strohfeldt\, CFA\, Senior Research Analyst/ PM\, Oppenheimer Funds \n\nNETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the basics of investing in volatility strategies\nUnderstand the main differences between various branches of volatility investment strategies\nUnderstand when best to employ those strategies\nUnderstand what volatility regime we may face for the next 1-2 years\n\nSponsored By URL:https://cfany.org/event/the-return-of-volatility/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,Value Investing 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:20190314T173000 DTEND;TZID=America/New_York:20190314T200000 DTSTAMP:20260620T010336 CREATED:20190204T160408Z LAST-MODIFIED:20191018T215128Z UID:46060-1552584600-1552593600@cfany.org SUMMARY:3rd Annual Institutional Investment Consulting Roundtable DESCRIPTION:OverviewThe third annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies\, foundations and endowments\, and wealthy families looking for help with managing their money\, or the money in their employees’ retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research\, consultants provide the “short list” of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market. \nThis event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFANY’s code of conduct. \nAgenda5:30 PM | ATTENDEE REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, Board Member\, Asset Owner Series Founder\, CFA Society New York \n\n\n6:05 PM | PANEL \n\nModerator \nJeff McConnell\, CFA\, Head of Institutional Investment Solutions\, Morgan Stanley Wealth Management; former CIO\, Greystone Consulting \n\nPanelists \nRob Balkema\, CFA\, Senior Portfolio Manager\, Multi-Asset Solutions\, Russell Investments \nWilliam Charlton\, CFA\, Managing Director\, Pavilion Alternatives Group \nTexas Hemmaplardh\, CFA\, Partner\, Mercer \nMikaylee O’Connor\, Head of Defined Contribution Solutions and Principal\, RVK\, Inc \nDavid O’Meara\, CFA\, Senior Investment Consultant\, Willis Towers Watson \n\n\n7:20 PM | CLOSING REMARKS \n\nJoseph Cavatoni\, Managing Director\, USA & ETFs\, World Gold Council \n\n\nREFRESHMENTS & NETWORKING \nAdditional DetailsWho Should Attend \nAsset owners\, portfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. Asset owners receive complimentary registration. \nRequest an InvitationGold Sponsor URL:https://cfany.org/event/3rd-annual-institutional-investment-consulting-roundtable/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event 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;VALUE=DATE:20190318 DTEND;VALUE=DATE:20190320 DTSTAMP:20260620T010336 CREATED:20190109T223853Z LAST-MODIFIED:20190315T215300Z UID:44899-1552867200-1553039999@cfany.org SUMMARY:23rd Annual Insurance Conference DESCRIPTION:OverviewA Two-Day Event\, Presented in Partnership with Raymond James \nThe 23rd Annual Insurance Conference will discuss the performance of the insurance sector\, as well as the challenges faced by the presenting insurance companies in meeting their liabilities\, especially in the face of natural disasters. Panelists will additionally debate whether secular trends\, rather than cyclical forces\, dampen the sector’s outlook. \n×Agenda\nMonday\, March 18Tuesday\, March 19Monday\, March 18\nMonday\, March 18\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | KINS: Kingstone Companies\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation **\n\n9:50 AM | CNFR: Conifer Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | ARGO: Argo Group International Holdings. Ltd.\n\n11:20 AM | HALL: Hallmark Financial Services\, Inc.\n\n12:00 PM | Lunch – 45 min\n\n12:45 PM | EVER: EverQuote\, Inc.\n\n1:25 PM | UIHC: United Insurance Holdings Corp.\n\n2:05 PM | Break – 10 min\n\n2:15 PM | HIIQ: Health Insurance Innovations\, Inc.\n\n2:55 PM | CRD-B: Crawford & Company *\n\n3:35 PM | Closing Remarks and Adjournment\n\n* Livestream available\n** Audio available\n\nTuesday\, March 19\nTuesday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | FNHC: FedNat Holding Company *\n\n9:50 AM | Break – 10 min\n\n10:10 AM | IHC: Independence Holding Company\n\n10:50 AM | AFH: Atlas Financial Holdings\, Inc. **\n\n11:35 AM | Closing Remarks and Adjournment\n\n12:00 PM | Lunch – 30 min\n\n* Livestream available\n** Audio available\n\nCloseAgendaParticipating CompaniesATLAS FINANCIAL HOLDINGS INC. \n\nAtlas Financial Holdings (AFH)\, is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands. \n\n\nARGO GROUP INTERNATIONAL HOLDINGS\, LTD. \n\nArgo Group International Holdings\, Ltd. (ARGO)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200. \n\n\nCRAWFORD & COMPANY \n\nCrawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. \n\n\nEVERQUOTE \n\nEverQuote\, Inc. (EVER) operates an online marketplace for insurance shopping in the United States. The company’s online marketplace offers consumers shopping for auto\, home\, and life insurance quotes. It serves carriers\, agents\, financial advisors\, and indirect distributors and aggregators. \n\n\nFBL FINANCIAL GROUP\, INC. \n\nFBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of approximately 1\,862 exclusive Farm Bureau agents in 15 Midwestern and Western states. \n\n\nFEDNAT \n\nFedNat Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company is exiting its legacy auto business. \n\n\nHALLMARK FINANCIAL SERVICES\, INC. \n\nHallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services. \n\n\nHEALTH INSURANCE INNOVATIONS \n\nHealth Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans. \n\n\nINDEPENDENCE HOLDING COMPANY \n\nIndependence Holding Company (IHC): Independence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include\, short term medical\, hospital indemnity\, pet insurance\, group disability\, life\, and other supplemental products. \n\n\nPROASSURANCE CORP.  \n\nProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional. \n\n\nUNITED INSURANCE HOLDING CORPORATION \n\nUnited Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence. \n\n\nCONIFER HOLDINGS INC. \n\nConifer Holdings Inc. (CNFR) is a Michigan domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines” \n\n\nKINGSTONE INSURANCE COMPANY \n\nKingstone (KINS) is a holding company\, which engages in the provision of P&C insurance policies to individuals and small businesses. The company writes business exclusively through independent retail and wholesale agents and brokers. The company was founded in 1886 and is headquartered in Kingston\, NY. \n\nPresented in Partnership With URL:https://cfany.org/event/23rd-annual-insurance-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event 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:20190320T180000 DTEND;TZID=America/New_York:20190320T200000 DTSTAMP:20260620T010336 CREATED:20190129T204035Z LAST-MODIFIED:20190226T221147Z UID:45711-1553104800-1553112000@cfany.org SUMMARY:Value Investing Workshop: Templeton School of Value Investing DESCRIPTION:OverviewPlease join us for the second lecture as part of the CFANY Value Investing Group Education Workshop\, exploring some of value investing’s most important influencers of the past and present. In this lecture/workshop\, Donald Krueger will be exploring the teachings of Sir John Templeton. \nDon worked as an analyst with Sir John in the early 1990s\, and currently serves as Chairman of the Advisory Board at Talara Capital Management\, bringing decades of accumulated investment experience as a global portfolio manager and research analyst for Templeton International\, Soros Fund\, Valenzuela Capital\, Perella Weinberg Partners and other global investment management firms. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | LECTURE \n\n6:45 PM | HANDS-ON CASE STUDY \n\n7:30 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nExplore the core principles of the Templeton Value philosophy\nLearn some of the key tools and methods used by Sir John Templeton\nLearn how to apply those tools and methods\n\nEvent Sponsor URL:https://cfany.org/event/value-investing-workshop-templeton-school-of-value-investing/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Value Investing 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:20190321T180000 DTEND;TZID=America/New_York:20190321T200000 DTSTAMP:20260620T010336 CREATED:20190111T173237Z LAST-MODIFIED:20190319T135906Z UID:45097-1553191200-1553198400@cfany.org SUMMARY:2019 Financial Services Professional Employment Outlook DESCRIPTION:OverviewThis event will cover the current hiring environment across a broad range of financial service practice areas as the first quarter of 2019 concludes. The event aims to cover the perspective of the employer in regards to the hiring environment across the following practice areas: Asset Management\, Investment Banking\, Private Equity Venture Capital Family Office\, Brokerage Sales Trading\, Financial Services Technology\, Commercial Banking. \nAgenda6:00 PM | ATTENDEE REGISTRATION \n\n6:30 PM | OPENING REMARKS \n\nRandall Thomas\, Founding Partner\, Calice Group \n\n\n6:35 PM | KEYNOTE SPEAKER \n\nRoy Cohen\, Author\, The Wall Street Professional’s Survival Guide \n\n\n6:55 PM |  PANEL DISCUSSION \n\nModerator \nBen Jordan\, Director\, Whitney Partners—Asset Management \n\nPanelists \nPeter N. Tannenbaum\, Founder\, Ramax Search\, Inc—RIAs\, Hedge Funds\, Private Equity\, Broker Dealers\, and all segments in banking \nPeter Seremetis\, CFA\, Global Account Manager\, Amazon AWS—FinTech Practices \nNoah Schwarz\, Senior Client Partner\, Korn Ferry—Private Equity\, Credit\, Special Situations Investing\, Investment Banking Coverage\, M&A \nBradlee Benn\, Consultant\, Russell Reynolds Associates—Consumer Financial Services and FinTech Practices \n\n\n7:55 PM | CLOSING REMARKS \n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nThe current skills being sought in candidates within each of the business practice areas by employers.\nPotential new tips and strategies for the job candidate to follow.\nThe state of the employment market in the face of volatile markets and an aging bull market. URL:https://cfany.org/event/2019-financial-services-professional-employment-outlook/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,Career Development,CFA Society NY Event 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:20190328T160000 DTEND;TZID=America/New_York:20190328T200000 DTSTAMP:20260620T010336 CREATED:20181129T231522Z LAST-MODIFIED:20190328T184433Z UID:44193-1553788800-1553803200@cfany.org SUMMARY:Private Credit Outlook DESCRIPTION:OverviewDeleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity\, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market\, alternative lenders\, such as specialty lenders\, hedge funds\, BDCs and other private pools of capital have helped to re-introduce market liquidity. Of course\, the potential for attractive risk adjusted returns have also driven up the demand for private debt exposure from institutional investors\, who are unable to meet objectives in a market that is otherwise devoid of yield. Yet the market for private credit is somewhat opaque and highly fragmented. As result\, it is difficult for many market participants to determine optimal entry points. \nAgenda4:00 PM | ATTENDEE REGISTRATION \n\n4:30 PM | OPENING REMARKS \n\nMark Sullivan\, CFA\, Managing Director and Partner\, Stonehaven\, LLC \n\n\n4:35 PM |  PANEL 1 \nLP / ALLOCATORS ON PRIVATE CREDIT\n\nModerator \nTod Trabocco\, CFA\, Managing Director\, Cambridge Associates \n\nPanelists \nRobert Kiernan\, III\, CEO\, Advanced Portfolio Management \nAntonio Rodriguez\, CFA\, NYC Board of Education Retirement Systems \nRobert Thompson\, Senior Portfolio Manager – Credit\, UPS \nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n\n\n5:15 PM | Q&A \n\n5:25 PM | PANEL 2 \nDIRECT LENDING GP PANEL\nIntroduced by: Stephan Connelly\, CFA\n\nModerator \nRichard Farley\, Kramer Levin Naftalis & Frankel LLP \n\nPanelists \nFred Buffone\, Partner\, Freedom 3 Capital\, LLC \nBrett Hickey\, CEO & Founder\, Star Mountain Capital \nRichard Jander\, Partner\, Maranon Capital \nMichael Leitner\, Managing Director\, BlackRock \nDavid Rous\, Managing Director\, CVC Credit \n\n\n6:05 PM | Q&A \n\n6:15 PM | BREAK \n\n6:35 PM | PANEL 3 \nSPECIALTY FINANCE IN PRIVATE CREDIT\nIntroduced by: Ceyda Savasli\n\nModerator \nDaniel Zwirn\, Chief Investment Officer\, Arena Investors\, LP \n\nPanelists \nBill Cisneros\, President\, Primary Wave IP Investment Management \nBarry Lau\, Managing Partner & Chief Investment Officer\, Adamas Asset Management \nKeith Lee\, Co-Founder\, Feenix Venture Partners \nBen Radinsky\, Managing Director of Research\, Lloyd Crescendo – Asset Management \n\n\n7:15 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder\, Managing Partner\, Helix Management \n\n\n7:30 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the meteoric rise of interest in private debt strategies\nUnderstand how asset owners are approaching private debt and where it fits into their allocations\nUnderstand how private debt managers are finding opportunities in a seemingly crowded marketplace URL:https://cfany.org/event/private-credit-outlook/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,Institutional Asset Management 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:20190402T150000 DTEND;TZID=America/New_York:20190402T190000 DTSTAMP:20260620T010336 CREATED:20190228T223450Z LAST-MODIFIED:20250609T201608Z UID:47173-1554217200-1554231600@cfany.org SUMMARY:2nd Annual Digital Asset Conference DESCRIPTION:OverviewThe 2017 crypto boom brought often overstated and sometimes impossible claims of institutional investment and adoption by 2018.  Custody issues\, liquidity\, regulatory uncertainty\, bad actors\, security and importantly\, a 75% price decline all slowed the pace of institutional adoption. \nJust when digital assets appeared to be all but forgotten\, JP Morgan announced the JPM Coin\, to be used for international payments\, securities transactions\, and treasury services.  Other coin announcements are soon to follow.   The Yale Investment office invested in Andreessen Horowitz’s $350 million a16z crypto venture fund.  And in a February 2019 Cambridge Associates suggested it was time for institutions to begin exploring crypto assets. \nAt this conference\, we’ll uncover the multifaceted adoption of digital assets by institutions\, and the risks and opportunities that lie ahead. \nAgenda3:00 PM | REGISTRATION  \n3:40 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Managing Partner\, fincap360 \n\nKEYNOTE SPEAKERS\n\nIntroduced by Peter Went\, CFA \n3:45 PM – Sandra Ro\, CEO\, Global Blockchain Business Council \n\nIntroduced by Brandon Neal \n4:25 PM – Antoine Martin\, Senior Vice President\, Federal Reserve Bank of New York \n\nIntroduced by Brandon Neal \n5:05 PM – Brice Wilson\, CFA\, Chief Operating Officer\, Global Head of Asset Management\, XBTO Group \n\nIntroduced by James Adams\, CFA \n5:45 PM – Caitlin Kaldany\, CFA\, Associate Manager\, Regulatory & Analytics Solutions\, SS&C Technologies Holdings\, Inc. \n\n5:55 PM – BREAK \n\nIntroduced by Maribeth Martorana\, CFA \n6:05 PM – Cristina Dolan\, CEO\, Insidechains;Co-Founder and CEO\, SDX \n\nIntroduced by Fabien Legland\, CFA \n6:45 PM –  Isabelle Corbett\, Head of Regulatory Affairs and Public Sector Partnerships at R3 \n\n\n7:25 PM | CLOSING REMARKS \n7:30 PM | CATERED NETWORKING RECEPTION \nLearning Outcomes \n\nUnderstanding the state of central bank issued digital currencies\, what they solve and don’t solve.\nInsight into digital assets in investment management\, and in a portfolio context.\nUnderstanding of the role digital assets\, tokenization\, and smart contracts can play in capital markets and cross border payments.\nA framework for evaluating adoption digital assets and blockchain\, including similarities and differences to the internet. URL:https://cfany.org/event/digital-assets-the-crypto-comeback/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group 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 END:VCALENDAR