BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20190122T180000 DTEND;TZID=America/New_York:20190122T200000 DTSTAMP:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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:20260620T034824 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 BEGIN:VEVENT DTSTART;TZID=America/New_York:20190404T080000 DTEND;TZID=America/New_York:20190404T120000 DTSTAMP:20260620T034824 CREATED:20190320T175428Z LAST-MODIFIED:20200630T191431Z UID:47957-1554364800-1554379200@cfany.org SUMMARY:Corporate and Public Pension Underfunding Research Summit DESCRIPTION:OverviewCorporate and Public Pension Underfunding Research Summit 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. In particular\, we’ll explore\, in detail\, the trends towards sustainable investing and allocation to ESG factors at national pension funds\, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes\, National Pension have generally been yield-seeking\, long-term investors which have allocated heavily private markets in the last decade. In that setting\, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways\, benchmarks focused on long-term value creation and evaluation of internal and external managers. \nAgenda8:00 AM | ATTENDEE REGISTRATION \n\n8:25 AM |  WELCOMING REMARKS \n\nRobert Rowan\, Director of Asset Owner Series™\, CFA Society NewYork \n\n\n8:30 AM |  KEYNOTE SPEAKER \n\nRay Kanner\, Former CIO\, IBM \n\n\n9:00 AM | COFFEE & NETWORKING BREAK \n\n9:15 AM | PENSION RESEARCH PANEL \n\nModerator \nAntonio Rodriguez\, CFA\, New York Association of Public Employee Retirement Systems \n\nPanelists \nZorast Wadia\, CFA\, FSA\, EA\, Principal\, Consulting Actuary\, Milliman \nDoug Offerman\, Senior Director\, Fitch Ratings \nClive Lipshitz\, Managing Partner\, Tradewind Interstate Advisors \n\n\n10:30 AM | ADJOURNMENT \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 Invitation URL:https://cfany.org/event/5th-annual-pension-funds-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Putting Beneficiaries First 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:20190404T183000 DTEND;TZID=America/New_York:20190404T203000 DTSTAMP:20260620T034824 CREATED:20181130T175817Z LAST-MODIFIED:20190402T201901Z UID:44212-1554402600-1554409800@cfany.org SUMMARY:CFANY Cyber Security Forum DESCRIPTION:Veterans & Military Personnel\nRegistration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form\, with proof\, below. \nComplimentary Admission×Veterans: Request Complimentary Admission\n\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\nCloseOverviewThe financial sector is at the forefront of cybersecurity innovation.  Cyber-attacks on financial institutions are more frequent and sophisticated than before.  As a result\, Federal and local regulators have increased focus on mitigating and managing cyber risk.  In 2013\, the White House Executive Order instructed the Department of Homeland Security to identify financial institutions with exposure to cyber incidents and deeming the Financial Service sector a vital component of our nation’s critical infrastructure.  Since then\, we have seen the formation of FS-ISAC\, FBIIC\, and FSSCC to oversee information sharing and resilience of the sector.  These new organizations coordinate the development of initiatives with financial service members\, DHS\, US Treasury\, US Cyber Command\, FBI\, SEC\, NYSDFS\, NYPD\, and other regulatory agencies. \nAt this event\, attendees will learn what critical issues threaten financial firms and how to address them\, plus gain an extensive understanding of the wide range of existing threats within the growing global financial industry.  The conversation\, led by senior thought leaders in both the US military and private sector\, will be focused on unique perspectives and tactics utilized to successfully execute a robust\, enterprise wide cyber security strategy. \nAgenda6:00 PM | REGISTRATION  \n\n6:30 PM | WELCOMING REMARKS \n\nAlton Crooks\, CFA\, Managing Director\, Fidelis Capital \nWon Palisoul\, Senior Compliance Officer\, Semper Capital Management \n\n\n6:35 PM | KEYNOTE SPEAKER \n\nSteve Bunnell\, Chair\, Data Security and Privacy Practice\, O’Melveny \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nScott Zionic\, Chief Technology Officer\, Third Point \n\nPanelists \nMichael Brice\, Founder and CEO\, BW Cyber Services \nJared Schwartz\, FRM\, Chief Risk Officer\, HighTower  \nBen Woolsey\, Manager- Strategic Security Programs\, Fireeye role \nElad Yoran\,  CEO\, Security Growth Partners \n\n\n7:30 PM | KEYNOTE SPEAKER \n\nAllison Bender\, Of Counsel\, Wilson Sonsini Goodrich & Rosati \n\n\n7:40 PM |  CLOSING REMARKS \n\nCharles Zitzmann\,  Credit Suisse (on Secondment from O’Melveny & Myers LLP) \n\n\nNETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nDefining which clear and present cyber security threats exist\, and how to address them\nHow to survive a real cyber security attack\nSEC expectations and how to satisfy them\nInsights on sharp cyber risks assessment\nPreventing critical data loss\nMonitoring vendors and assessing cyber strategies effectiveness\nResponding to cyber events once detected\n\nWho Should Attend? \nChief Executive Officers (CEO)\, Chief Operating Officers (COO)\, Chief Technology Officers (CTO)\, Chief Compliance Officers (CCO)\, Chief Information Security Officers (CISO)\, Chief Information Officers (CIO)\, Chief Security Officers (CSO)\, SVP/VP of Information Security \nSponsor URL:https://cfany.org/event/cfany-cyber-security-forum/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,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:20190409T180000 DTEND;TZID=America/New_York:20190409T200000 DTSTAMP:20260620T034824 CREATED:20190220T221941Z LAST-MODIFIED:20190315T202512Z UID:46621-1554832800-1554840000@cfany.org SUMMARY:Tangible Opportunities in Emerging Markets DESCRIPTION:OverviewLess developed economies are said to be the world’s primary source of growth\, but there’s no denying they are also sites of profound risk in this peculiar moment. \nWhether they seek to expose or insulate their portfolios\, attendees at our inaugural Tangible Opportunities event will leave prepared to take informed action across a range of countries and capital structures. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nMaria Weitzer\, CFA\, Director\, Portfolio Management\, TAG Associates LLC; CFANY Board Vice Chair \n\n\n6:10 PM | KEYNOTE SPEAKER \n\nAlexander Kazan\, Chief Strategy Officer\, EGX \n\n\n6:30 PM |  PANEL DISCUSSION AND Q&A \nModerator \n\nRobert Davis\, CFA\, CAIA\, Chief Investment Officer\, Round Table Wealth Management \n\n\nPanelists \n\nGregory Bowes\, Managing Principal\, Albright Capital \nRobert Horrocks\, Chief Investment Officer\, Portfolio Manager\, Matthews Asia Funds \nDr. Mickey Levy\, Chief Economist for Americas and Asia\, Berenberg Capital Markets \nDavid Muller\, Portfolio Manager\, Ashmore \n\n\n7:45 PM |  CLOSING REMARKS \n\nTBA \n\n\n7:50 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nProvide thought leadership and serve as a forum for differentiated views on a highly relevant market segment\nProvide asset allocators out-of-the-ordinary insights that lead to actionable investment decisions\nPromote education and understanding of global economies and investments\n\n\nAsset Owners are eligible for complimentary admission.\nJust check the box marked “I believe I am an asset owner” on the “Request Invitation” form. \nRequest an Invitation×Asset Owners: Request Complimentary Admission\n\n \n \n HiddenSubmission Date This form is intended for Asset Owner comped registration tickets only. \n\nThose who meet the criteria to attend will receive ‎a link to register within one week of submitting the request.\n\nPlease Note: Completion of this online form does not guarantee your inclusion to this event but is intended to request an invitation only. If accepted\, you will be provided with a registration link.\n\nAll Fields Required.Name*\n \n \n \n First\n \n \n \n \n Last\n \n \n Designation(s)\, if applicable: Title* Company Name* Email*\n \n Phone*Asset owners receive complimentary registration. 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\, superannuation fund\, central bank\, ministry of finance\, governmental treasury\, state investment corporation\, development agency or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee.Asset Owners—check the box below:\n \n I believe I am an Asset Owner\n Asset Owners are eligible for complimentary admission.\n \n \n \n \n \n \n \n \n \n \n \n Δ \n \n \n \n\nClose URL:https://cfany.org/event/emerging-markets-discussion/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group,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:20190411T180000 DTEND;TZID=America/New_York:20190411T200000 DTSTAMP:20260620T034824 CREATED:20190111T182220Z LAST-MODIFIED:20190404T205624Z UID:45103-1555005600-1555012800@cfany.org SUMMARY:CFANY Open House: An Evening of Networking and Opportunity DESCRIPTION:Lend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups \nEvent OverviewJoin us for this complimentary member event\, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community\, and ways in which your involvement can benefit both your professional career\, and the Society as a whole. \nAttendees will meet fellow CFA Society New York members in an informal setting where they will discuss: \n\nFinding and joining specific group(s) of your interest—see list below!\nVolunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.\nBounce new ideas off of one another\, including events\, initiatives and even potential new Volunteer Groups.\n\nAbout SocietyMore InformationCFA Society New York’s Thought Leadership Volunteer Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. Members may join any number of groups. What Does Volunteer Group Membership Involve? While each Group’s respective focus may vary\, agendas include: \n\nBuilding relationships with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProviding support to targeted groups\, such as military veterans.\nPlanning conferences\, curating event themes and inviting industry-leading speakers.\nPublishing research.\nSupporting CFA Society New York via invaluable volunteer-work while guiding both membership and policy decisions.\n\nLeadership Group HomepageVolunteer Leadership Groups\n\n\n\n\nAsset Owner Series™ | About\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\n×About Society\nWe Raise the Standards of the Investment Industry\nCFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.\nUnparalleled Access to a Network of Industry Leaders\nOur members are Chief Investment Officers\, portfolio managers\, and leading analysts on both the buy-side and the sell-side of the industry\, and over 95% of members are CFA charterholders. They are leading the industry both here and abroad. With over 10\,000 members\, CFA Society New York is the largest CFA society in the world. \nCFA Society New York Leadership Groups\nCFA Society New York’s active community of members has something to offer everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. They meet regularly to discuss the latest industry developments and help shape the conversation in the investment industry. \nExclusive Events\nCFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships\, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. And\, all members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities. \nJOIN OUR COMMUNITY OF THINKERS\, DRIVERS\, AND DOERS.\nBecome a Member *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. **Exceptions include events where Chatham House Rule applies\, or when other relevant restrictions are in place.Close URL:https://cfany.org/event/find-your-cfany-niche-member-group-meet-greet/ 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:20190425T173000 DTEND;TZID=America/New_York:20190425T200000 DTSTAMP:20260620T034824 CREATED:20190111T171830Z LAST-MODIFIED:20190424T205208Z UID:45059-1556213400-1556222400@cfany.org SUMMARY:5th Annual Real Estate Outlook: Opportunity Zones DESCRIPTION:OverviewThe Opportunity Zone program was devised as an investment tool established by Congress to encourage long-term private investments in economically distressed communities. The national program provides significant tax incentives for investors to defer existing capital gains tax for up to seven years and potentially eliminate new capital gains tax altogether. \nAs investment cap rates are hovering around record lows in the urban cores\, especially in the cities along the coasts\, the timing of a program designed to encourage investments in oft-overlooked areas and “flyover cities” could not have been more appropriate. Since its passage in late 2017\, the program has received significant attention from investors\, developers\, money managers\, city officials and urban planners nationwide. Despite the tremendous activity\, many challenges lay ahead as the kinks of the tax laws get ironed out from both an investment perspective and a fundraising standpoint and as investors weigh the risk of emerging markets against the potential upside. Join us for the Fifth Annual Real Estate Outlook for a lively discussion with investors\, developers and money managers who are at the frontier of this real estate gold rush. \nAgenda5:00 PM | REGISTRATION  \n\n5:30 PM | WELCOMING REMARKS \n\nAnthony Liu\, CFA\, Director\, Acquisitions and Development\, Hines \n\n\n5:45 PM | OPPORTUNITY ZONE TAX OVERVIEW \n\nPo Sit\, Partner\, Davis Polk & Wardwell LLP \n\n\n6:00 PM | PANEL DISCUSSION \n\nModerator \nPatrick Nessenthaler\, CFA \n\nPanelists \nStarling Cousley\, CFA\, Managing Partner\, Revolution \nInna Khidekel\,CFA\, Partner\, Bridge Investment Group \nPo Sit\, Partner\, Davis Polk & Wardwell LLP \nNick Marietti\, Managing Director\, Cresset Real Estate \n\n\n7:15 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\nMeet and learn from the industry-leading experts on the latest trend in real estate investments\nLearn about the various strategies developers are implementing to fundraise for their funds and capitalize deals\nGain a strong understanding of the tax program overview\nNetwork with fellow CFA members and other investors who are interested in Opportunity Zones URL:https://cfany.org/event/5th-annual-real-estate-outlook-opportunity-zones/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,NYSSA Investment Strategy Roundtable® 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:20190426T090000 DTEND;TZID=America/New_York:20190426T170000 DTSTAMP:20260620T034824 CREATED:20190315T154713Z LAST-MODIFIED:20190410T183720Z UID:47811-1556269200-1556298000@cfany.org SUMMARY:Introduction to Data Science and Python for Finance DESCRIPTION:Please 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. \nOverviewThe 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. \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 Developers×Course DevelopersYour Content Goes HereDavid Haber\ndavid@cognitir.com \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\nNeal 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.CloseAbout Cognitir×About Cognitir\nCognitir\, 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.This 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. \nCloseAdditional DetailsWhat this course offers \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\nWho is this for? \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.” \nContact Information \n\n\nEmail: rrowan@cfany.org\nPhone: 646-871-3430 URL:https://cfany.org/event/introduction-for-data-science-and-python-for-finance/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Other Industry Events 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:20190502T173000 DTEND;TZID=America/New_York:20190502T210000 DTSTAMP:20260620T034824 CREATED:20190404T223245Z LAST-MODIFIED:20191112T202026Z UID:48521-1556818200-1556830800@cfany.org SUMMARY:4th Annual Single Family Office DESCRIPTION:Overview\nThe 4th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators\, their methodologies\, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space. \n\nAgenda5:30 PM | CHECK-IN \n\n6:00 PM | WELCOMING REMARKS \nNithin Johnson\, Director and Family Member\, Arcbridge Capital \n\n6:05 PM | KEYNOTE SPEAKER \nAlex Navab\, Founder & CEO of Navab Capital Partners \nModerator \nRobert Discolo\, CFA\, CAIA\, CEO & CIO\, River Partners Family Office \n\n6:35 PM | PANEL \nIntroduced by Daniel Fridson\, Family Member\, Fridson Family Office \nModerator \nGideon King\,  Co-Founder and General Partner\, Off Road Capital Partners \n\nPanelists \nDavid Ben-Ur\, CFA\, CIO\, CAM Capital \nBrittany Priester\, CFA\, CIO\, Belk Gambrell Enterprises \nBrendan McMillian\, CIO\, (qp) Global \n\n CLOSING REMARKS \nThomas Brigandi\, Board Member\, Asset Owner Series Founder\, CFA Society New York \n\nREFRESHMENTS & NETWORKING \nSponsor URL:https://cfany.org/event/4th-annual-single-family-office/ 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:20190509T180000 DTEND;TZID=America/New_York:20190509T200000 DTSTAMP:20260620T034824 CREATED:20190118T225352Z LAST-MODIFIED:20190509T193808Z UID:45057-1557424800-1557432000@cfany.org SUMMARY:Cannabis Investments: Myths\, Regulation\, and Opportunities DESCRIPTION:OverviewWith this event\, we bust common myths surrounding the cannabis industry for potential investors\, and shed light on possible investment paths. Within an investment context\, what is the potential in this space? The panel will seek to shed light on the current trends in the industry\, along with the valuation and the legal framework within the regulatory environment. \nAgenda6:00 PM | REGISTRATION & NETWORKING \n\n6:30 PM | OPENING REMARKS \n\nMark Sullivan\,CFA\, Managing Director and Partner\, Stonehaven\, LLC \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nHarrison Phillips\, CFA\, Vice President\, Viridian Capital Advisors \n\nPanelists \nZachary Gordon\, CPA\, Senior Manager\, Janover\, LLC \nMatthew R. Kittay\, Partner\, Fox Rothschild LLP \nSvetlana Ros\, Member\, Norris McLaughlin \nMitch Kulick\, Co-Founder & Partner\, Feuerstein Kulick \n\n\n7:45 PM | CLOSING REMARKS \n\nDavid Geng\, CFA\, Associate\, Tiedemann Wealth Management \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nAn understanding of the valuation of an emerging space\nAn understanding of the legal framework required within the regulatory environment\nAn understanding of the trends in the sector\nProfiles of investors in the sector URL:https://cfany.org/event/cannabis-investments-myths-regulation-and-opportunities/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,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:20190522T180000 DTEND;TZID=America/New_York:20190522T200000 DTSTAMP:20260620T034824 CREATED:20190129T210034Z LAST-MODIFIED:20190405T205011Z UID:45733-1558548000-1558555200@cfany.org SUMMARY:Value Investing Workshop: The Mario Gabelli School of Value Investing DESCRIPTION:  \nOverviewPlease join us for the third 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 Jose Garza will be exploring the teachings of Mario Gabelli. Jose has worked as analyst with Mario since 2007.   \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | LECTURE \nJose Garza\, Analyst & Portfolio Manager\, Gabelli RBI Fund \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 Gabelli Value philosophy\nLearn some of the key tools and methods used by Mario Gabelli\nLearn how to apply those tools and methods\n\nSponsor URL:https://cfany.org/event/value-investing-workshop-the-mario-gabelli-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:20190529T180000 DTEND;TZID=America/New_York:20190529T200000 DTSTAMP:20260620T034824 CREATED:20190306T181445Z LAST-MODIFIED:20190528T212738Z UID:47479-1559152800-1559160000@cfany.org SUMMARY:50- Year Anniversary of the Z score: A Talk by Ed Altman and Investor Panel DESCRIPTION:OverviewJoin us in celebrating the 50th Anniversary of the famous and versatile Z score. Its inventor Ed Altman will give an historic backdrop and assessment of its usefulness in today’s financial markets. For more than thirty-five years since Altman’s 1983 pioneering work\, Corporate Financial Distress\, Restructuring\, and Bankruptcy has been the definitive guide to the science behind what happens when businesses fail. This fully revised\, expanded\, and updated Fourth Edition gives experienced managers\, advisors\, investment professionals\, and academic researchers and instructors\, as well as students new to the field\, state-of-the-art knowledge of restructuring practices\, distressed debt and high yield bond and loan markets\, credit analysis and default prediction. \nThis new edition reflects major market developments and progress made since the global financial crisis. Joining the iconic Edward Altman\, the Stern School of Business professor who created the Z-score model half a century ago\, Edith Hotchkiss and new contributor Wei Wang continue to provide the in-depth coverage readers have relied on. The opening section of this volume examines the economic and legal framework of corporate bankruptcy and distressed restructurings and the leveraged finance market. \nFirst 100 attendees will receive a free copy of his book \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Risk Governance\, MUFG \n\n\n6:05 PM | Keynote Speaker \n\nEd Altman\, Director of Research in Credit and Debt Markets\, NYU Salomon Center of Financial Institutions \n\n\n6:55 PM | Break \n\n7:00 PM | PANEL DISCUSSION & Q+A \n\nModerator \nAnders J. Maxwell\, Managing Director in the firm’s Debt Advisory & Restructuring Practice\, PJ SOLOMON \n\nPanelist \nEd Altman\, Director of Research in Credit and Debt Markets\, NYU Salomon Center of Financial Institutions \nAndrew Brady\, Partner\, Co-Head of Corporate Credit\, Marathon Asset Management \nDiane Vazza\, Managing Director\, Global Head of Fixed Income Research\, S&P Global Ratings \n\n\n7:55 PM | CLOSING REMARKS \n\nMathias Strohfeldt\, CFA\, Senior Research Analyst/PM\, OppenheimerFunds \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nlearn about the concepts underlying the Z score\nlearn how to use it as a credit tool and as a predictor for bankruptcy\nlearn how its usefulness changed over time\n\nEvent Sponsor URL:https://cfany.org/event/50-year-anniversary-of-the-z-score-a-talk-by-ed-altman-and-investor-panel/ 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:20190530T180000 DTEND;TZID=America/New_York:20190530T203000 DTSTAMP:20260620T034824 CREATED:20190315T212414Z LAST-MODIFIED:20190524T161721Z UID:47904-1559239200-1559248200@cfany.org SUMMARY:Active Quant vs Smart Beta Quant – How different are they? DESCRIPTION:OverviewIn recent years a variety of firms have started marketing 100% systematic versions of quant strategies which the industry has termed “smart beta”. How different are these funds from one another and what are the relative benefits/drawbacks of each?  Hear from leading portfolio managers from both sides of the fence to explore this area.  \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nSean Wasserman\, CFA\, Managing Director\, NASDAQ  \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nWesley Gray\, Ph.D.\, Author\, Alpha Architect \n\nPanelists \nStephen Courtney\, Managing Director & Portfolio Manager\, QMA \nScott Kefer\, CFA\, Senior Portfolio Manager\, Victory Capital Management \nYvette Murphy\, Vice President\, Global Head of Smart Beta Portfolio Strategists\, State Street Global Advisors \nMark R. Nebelung\, CFA\, Portfolio Manager\, Principal Global Equities \nLiqian Ren\, Ph.D.\, Director of Modern Alpha\, WisdomTree \n\n\n7:30 PM | Q&A \n\n7:40 PM | CLOSING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Asset Management \n\n\n7:45 PM | NETWORKING & CATERED RECEPTION URL:https://cfany.org/event/active-quant-vs-smart-beta-quant-how-different-are-they/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES: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:20190605T173000 DTEND;TZID=America/New_York:20190605T200000 DTSTAMP:20260620T034824 CREATED:20190408T212335Z LAST-MODIFIED:20191018T215018Z UID:48701-1559755800-1559764800@cfany.org SUMMARY:4th Annual Insurance Company Chief Investment Officers Roundtable DESCRIPTION:OverviewEven though we’re no longer in a Zero Interest Rate Policy environment\, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums\, targeted spreads and profitability. Add to the mix\, negative to low interest rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. At CFANY’s Fourth Annual Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2019 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \nAgenda5:30 PM | ATTENDEE REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\nChristopher Anderson\, CFA\, Principal\, Anderson Insights\, LLC \n\n\n6:05 PM | OPENING KEYNOTE SPEAKER \n\nRandy Brown\, Chief Investment Officer\, Sun Life Financial \n\n\n6:35 PM | PANEL \n\nModerator \nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n\nPanelists \nIain Forrester\, Global Head of Insurance Investment Strategy\, Aviva Investors \nRichard Hrabchak\, CFA\, Chief Investment Officer\, Mutual of Omaha \nRaman Srivastava\, CFA\, Global Chief Investment Officer\, Great-West Lifeco \n\n\n7:55 PM | CLOSING REMARKS \n\nMike Siegel\, Ph.D.\, Global Head\, Insurance Asset Management Business\, Goldman Sachs Asset Management \n\n\nREFRESHMENTS & NETWORKING \nEvent Sponsors URL:https://cfany.org/event/4th-annual-insurance-company-chief-investment-officers-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:20190606T180000 DTEND;TZID=America/New_York:20190606T200000 DTSTAMP:20260620T034824 CREATED:20181207T230039Z LAST-MODIFIED:20190603T180159Z UID:44542-1559844000-1559851200@cfany.org SUMMARY:Operational Due Diligence Trends and Best Practices DESCRIPTION:OverviewInvestors today are facing a challenging road ahead of paltry forward-looking returns\, higher volatility in asset prices\, and low yields.  Against this backdrop\, both institutional and private wealth allocators have been on a trend in increasing the complexity of their portfolios by moving into new alternative asset categories\, angling into private market opportunities\, and turning to strategic partners. \nAs such\, the depth and nature of due diligence is evolving with an increasing focus on operational due diligence (ODD) that is more rigorous\, intrusive\, and consuming.  Far beyond a simple check-the-box exercise\, effective ODD requires a look underneath the hood into various aspects of a manager’s business – bringing people\, operations\, technology\, and governance into greater focus for investors. \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n5:55 PM | INTRODUCTION & WELCOME \n\nAlton Crooks\, CFA\, Managing Director\, Fidelis Capital \n\n\n6:00 PM | KEYNOTE SPEAKER \n\nJustin Feldman\, VP/Director of Operational Due Diligence\, Alliance Bernstein \n\n\n6:33 PM | PANEL DISCUSSION & FIRESIDE ESG DISCUSSION \n\nModerator \nWendy Pan\, CFA\, Director\, Private Investments Research\, Segal Marco Advisors \nJared Schwartz\, FRM\, Chief Risk officer\, HighTower \n\nPanelists \nKristin Koloniaris\, Global head of Operational Due Diligence\, Carne Group \nVincent Molino\, Head of Operational Risk\, Mercer \nMichelle Perry\, Director of Operational Due Diligence; ESG & Sustainability Officer\, Aksia \nGrant Badura\,CFA\, CAIA\, Head of Operational Due Diligence(PE/FoF/RE/HF)\, Morgan Stanley \n\n\n7:50 PM | AUDIENCE Q&A \n\n8:00 PM | CLOSING REMARKS \n\nMaria Weitzer\, CFA\, Senior Investment Risk Manager\, APG Asset Management \n\n\nNETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nGain understanding of the key components that comprise the ODD process.\nAppreciate and recognize how operational issues and concerns will vary across alternative strategies\, and how ODD processes should be tailored based on where a given fund or strategy lies on the continuum.\nAn examination into ESG Operational Due Diligence aspects and challenges from the lens of asset allocator practitioners investing in more complex asset categories.\nIdentify specific issues that ODD teams consider “knock-out factors” in evaluation\, selection\, and ongoing oversight.\n\nFeatures\, Benefits\, Values \nOur goal is to provide perspectives and approaches from ODD specialists that are of a notable quality and a distinguished skillset in this arena.  Our panel of industry experts will illuminate how operational issues and concerns will vary across alternative strategies\, and how ODD processes should be tailored based on where a given fund or strategy lies on the continuum.  We will also examine ESG Operational Due Diligence aspects and challenges from the lens of asset allocator practitioners investing in more complex asset categories. \nWho Should Attend? \nFor both allocators assessing new asset categories to deploy capital\, as well as asset managers that seek to attract and retain assets\, this program aims to inform valuable ODD insights to best navigate the road ahead. \nAsset allocator investment professionals and executives across private wealth\, family offices\, pensions and foundations who are seeking to augment ODD knowledge and best practices.  As well as COOs\, CROs\, and executives of asset managers and hedge funds from organizations who are evaluated on the basis of ODD. \nContinuing Education CreditsSponsored by Kaplan Schweser \n[fusion_counters_box columns=”2″ color=”#063e5e” title_size=”40″ icon=”” icon_size=”” icon_top=”” body_color=”” body_size=”” border_color=”” animation_offset=”” hide_on_mobile=”small-visibility\,medium-visibility\,large-visibility” class=”” id=””][fusion_counter_box value=”1.5″ delimiter=”” unit=”CFA Credits” unit_pos=”suffix” icon=”” direction=”up”]Available CFA CE Credits[/fusion_counter_box][fusion_counter_box value=”1.5″ delimiter=”” unit=”GARP Credits” unit_pos=”suffix” icon=”” direction=”up”]Available GARP CE Credits[/fusion_counter_box][/fusion_counters_box]Find our more about sponsor Kaplan Professional » URL:https://cfany.org/event/operational-due-diligence-trends-and-best-practices/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,Business Management,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:20190611 DTEND;VALUE=DATE:20190613 DTSTAMP:20260620T034824 CREATED:20190114T203006Z LAST-MODIFIED:20190529T154340Z UID:45170-1560211200-1560383999@cfany.org SUMMARY:29th Annual High Yield Bond Conference DESCRIPTION:Early Bird RegistrationFees & OptionsCLASS DETAILS\n| \nCONFERENCE DETAILS\nBundled$315 Member | $540 Nonmember \n\nClass\nConference\nBook\n\nBundled RegistrationClass Only$150 Member | $275 Nonmember \n\nClass\nBook\n\nClass RegistrationConference Only$250 Member | $475 Nonmember \n\nConference\nBook\n\nConference RegistrationMaster ClassTuesday\, June 11 \nThis program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as aspiring high yield practitioners\, providers of services to high yield managers\, institutional asset allocators\, and investment advisors\, who seek to better understand the role of high yield bonds in their portfolios. \nAgendaTuesday\, June 11\n8:30 AM | Check-in & Continental Breakfast\n\n9:00 AM | Welcome & Opening Remarks\nMartin Fridson\, CFA\, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC \n\n9:05 AM | Credit Analysis\nKingman Penniman\, CFA\, President and Chief Executive Officer\, KDP Investment Advisors \n\n9:50 AM | Covenants\nBill Hart Jr.\, Banking & Finance Partner\, Mayer Brown \n\n10:45 AM | Coffee Break & Networking\n\n11:15 AM | The Many uses of Indexes\nMartin Fridson\, CFA\, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC \n\n12:15 PM | The Corporate Bankruptcy Process\nAlan J. Lipkin\, Partner\, Willkie Farr & Gallagher\,LLP \n\n1:15 PM | Lunch\n\n1:45 PM | Middle Markets: Current Credit Issues\nJerry van Koolbergen\, Structured Credit\, DBRS\, Inc. \nBenjamin Deutsch\, Senior Vice President\, DBRS\, Inc. \n\n2:30 PM | Transacting in the Primary and Secondary Markets\nJohn Atkins\, Senior editor & Director\, S&P Global Market Intelligence \n\n3:00 PM | Adjournment\nGeneral Session—29th Annual ConferenceWednesday\, June 12 \nCFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors\, and financial advisors\, who allocate to the high yield asset class\, as well as providers of services to money managers. \nAgendaWednesday\, June 12\n8:30 AM | Check-in\n\n9:00 AM | Welcome & Opening Remarks\nMartin Fridson\, CFA\, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC \n\n9:05 AM | Market Outlook\nPeter Acciavatti\, Managing Director\, J.P. Morgan Securities\, LLC \n\n9:50 AM | Growth of the BBB/Baa Category\nThomas J. Marshella\, Managing Director\, Moody’s Investor Service \nJohn Puchalla\, CFA\, Senior Vice President\, Moody’s Investor Service \nChristina Padgett\, Senior Vice President\, Moody’s Investor Service \n\n10:30 AM | Coffee Break & Networking\n\n10:45 AM | New Issue Market\nChip Allison\, Wells Fargo \n\n11:15 AM | Buy Side Panel\nMargie Patel\, Wells Capital Mangement \nJack Flaherty\, Investment director & co-head of credit strategies\, GAM \nWayne Hosang\, Managing Director\, Portfolio Manager\, Crescent Capital \n\n12:15 PM | Lunch\n\n12:45 PM | Research Innovations\nMartin Fridson\, CFA\, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC \nItay Goldstein\, Professor of Finance\, The Wharton School \nAzi Ben-Rephael\, Associate Professor of Finance\, Rutgers University \nPaul Kamenski\, CFA\, Co-Head of Credit\, Man Numeric \n\n2:45 PM | Coffee Break & Networking\n\n3:00 PM | Credit Views\nJoel Levington\, Director of credit research\, Bloomberg Intelligence \nStephen Flynn\, Senior Credit Analyst\, Bloomberg Intelligence \n\n3:45 PM | Loans.CLO’s\nTed Basta\, Executive Vice President of Market Analytics & Investor Strategy\, LSTA \n\n4:30 PM | Conclusion\nEvent ChairMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nSponsored ByEvent Media & Related ContentSee multimedia content from last year’s 28th Annual High Yield Bond Conference & Master Class » \nScroll to Registration URL:https://cfany.org/event/29th-annual-high-yield-bond-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:20190620T173000 DTEND;TZID=America/New_York:20190620T200000 DTSTAMP:20260620T034824 CREATED:20190306T180712Z LAST-MODIFIED:20190620T223643Z UID:47475-1561051800-1561060800@cfany.org SUMMARY:Family Wealth Dynamics DESCRIPTION:OverviewTom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth\, and provide a compendium of knowledge from experts around the globe and across disciplines. Come for a lively dialogue and exchange of ideas\, sure to benefit wealthy investors as well as the advisers who service their investment needs. Keynote Tom McCullough will outline the findings of their book\, ‘Wealth of Wisdom\,’ and discuss what his team learned while interviewing contributors to the book. Our panelists will take a deeper dive into their particular essays\, and elaborate on some of the approaches that wealthy families take in reviewing a potential advisor. They’ll help illuminate which are the most (and least) effective\, as well as trends in the investment world for wealthy families. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nStephen Mayrose\, CFA\, CFP\, Financial Advisor and Portfolio Manager\, Morgan Stanley Wealth Management \n\n\n6:05 PM | AUTHOR INTERVIEW \n\nTom McCullough\, Adjunct Professor of Finance\, MBA Program\, Rotman School of Management; Chairman & CEO\, Northwood Family Office \nInterviewed by: \nBob Dannhauser\, CFA\, FRM\, CAIA\, Head of Global Private Wealth Management\, CFA Institute \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nBob Dannhauser\, CFA\, FRM\, CAIA\, Head of Global Private Wealth Management\, CFA Institute \n\nPanelists \nAshvin Chhabra\, Ph.D.\, President\, Chief Investment Officer\, Euclidean Capital \nMary Duke\, Independent Advisor to Families \nDirk Jungé\, CFA\, Chairman\, Pitcairn Company \nTom McCullough\, Adjunct Professor of Finance\, MBA Program\, Rotman School of Management; Chairman & CEO\, Northwood Family Office \n\n\n7:25 PM | CLOSING REMARKS \n\nMichael Reuben\, CFA\, CFP\, CAIA\, Financial Advisor\,Wells Fargo Advisors \n\n\n7:30 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nAttendees will learn from professionals who are deeply knowledgeable in the family office and UHNW space about how wealthy investors should approach advisors.\nLearn what questions to ask when considering working with an advisor. URL:https://cfany.org/event/family-wealth-dynamics/ 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 END:VCALENDAR