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DTSTART;TZID=America/New_York:20190404T080000
DTEND;TZID=America/New_York:20190404T120000
DTSTAMP:20260620T051049
CREATED:20190320T175428Z
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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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190404T183000
DTEND;TZID=America/New_York:20190404T203000
DTSTAMP:20260620T051049
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190409T180000
DTEND;TZID=America/New_York:20190409T200000
DTSTAMP:20260620T051049
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190411T180000
DTEND;TZID=America/New_York:20190411T200000
DTSTAMP:20260620T051049
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190425T173000
DTEND;TZID=America/New_York:20190425T200000
DTSTAMP:20260620T051049
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190426T090000
DTEND;TZID=America/New_York:20190426T170000
DTSTAMP:20260620T051049
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190502T173000
DTEND;TZID=America/New_York:20190502T210000
DTSTAMP:20260620T051049
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190509T180000
DTEND;TZID=America/New_York:20190509T200000
DTSTAMP:20260620T051049
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:20260620T051049
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:20260620T051049
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:20260620T051049
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:20260620T051049
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:20260620T051049
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:20260620T051049
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:20260620T051049
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190620T180000
DTEND;TZID=America/New_York:20190620T193000
DTSTAMP:20260620T051049
CREATED:20190225T232208Z
LAST-MODIFIED:20190319T151950Z
UID:46835-1561053600-1561059000@cfany.org
SUMMARY:CFANY Book Club: The Future is Asian; Global Order in the Twenty-first Century
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: The Future is Asian; Global Order in the Twenty-first Century \nAuthor: Parag Khanna
URL:https://cfany.org/event/cfany-book-club-the-future-is-asian-global-order-in-the-twenty-first-century/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author 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:20190625T113000
DTEND;TZID=America/New_York:20190625T190000
DTSTAMP:20260620T051049
CREATED:20181130T172202Z
LAST-MODIFIED:20250609T201309Z
UID:44208-1561462200-1561489200@cfany.org
SUMMARY:3rd Annual PE/VC Conference
DESCRIPTION:Online registration for the event is closed \nWe are accepting walk-in registrations the day of the event. \nOverviewThis conference brings together leading private markets allocators\, consultants and fund managers who focus on private equity\, private credit\, growth equity\, and venture capital to learn how they select winners\, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds\, the management of their portfolios\, fundraising efforts\, and their future expectations. \nPrivate equity and venture capital returns have often outperformed public market indices\, though public markets have outperformed more recently\, according to Cambridge Associates. \nOver the past five years\, US private equity generated 13.6% IRR and US venture capital generated 14.1% IRR\, slightly less than the 14.6% average annual compounded return for the S&P 500. Over the past 25 years\, US private equity generated 13.5% IRR and US venture capital generated 27.3% IRR\, far outpacing the 9.6% average annual compounded return for the S&P 500. \nRead more\nManager selection is crucial as private investment returns vary widely. According to Cambridge Associates research\, a top-quartile private equity manager is expected to outperform a median private equity manager by 6.4% per year over ten years\, a 4-5X greater difference than for public equity managers. Private Equity Private equity (PE) dealmakers put $538 billion to work across more than 4\,000 deals in 2017. The median acquisition multiple of 10.5X EV/EBITDA remained unchanged from 2016: however\, PE dealmakers used higher levels of leverage in 2017\, with the median debt/EBITDA multiple climbing to 5.7X\, the highest level recorded by Pitchbook. Private equity firms realized $185 billion in nearly 1100 exits during 2017\, an 11% YOY decline. \nThe downward trend in PE exits is largely driven by a strong pullback in strategic activity. Private equity dry powder has continued to build as a result of the record fundraising environment over the last few years. PE firms closed on $233 billion across 247 funds during 2017\, and a record $648 billion has been raised over the past three years. Capital continues to accrue to fewer yet larger PE funds\, and the median time between funds has fallen to less than 3 years. \nThe venture capital (VC) industry has evolved as VC-backed companies stay private longer and command larger deal sizes. With more capital being deployed at higher valuations\, our venture capitalist speakers will address a key question: can outperformance be sustained? \nRecord unicorn financings drove 2017 total venture capital investments to $84 billion\, the largest amount since the early 2000s\, according to Pitchbook and the National Venture Capital Association. Unicorns – with valuations of $1 billion or more – raised $19 billion in 2017\, representing nearly one-quarter of total VC dollars invested though less than 1% of deal volume. \nVenture capital investments outpaced exits again in 2017. While $84 billion was invested across more than 8\,000 venture-backed companies\, the number of VC exits continued to decline to 769 liquidity events though total VC exit value remained relatively flat at $51 billion in 2017. The median time to exit in the venture market has reached a record 5.6 years. Private equity investors have also provided liquidity to VC investors\, with a record-setting 146 private equity buyouts of venture-backed companies in 2017. Venture capital funds have raised $142 billion in committed capital over the past four years. \nSources: Cambridge Associates; National Venture Capital Association; Pitchbook \nAgenda11:30 AM | REGISTRATION & LUNCH \n\n12:10 PM | WELCOMING  \n\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n\n12:15 PM | OPENING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society New York \n\n\n12:20 PM | PRIVATE MARKETS REVIEW PRESENTATION \n\nBryce Klempner\, Partner\, McKinsey \nBrian Vickery\, Associate Partner\, Mckinsey \n\n\n12:50 PM |  PRIVATE EQUITY PANEL \n\nModerator \nBryce Klempner\, Partner\, McKinsey \n\nPanelists \nChinh Chu\, Founder and Senior Managing Director\, CC Capital \nMichael Dymond\, Senior Portfolio Manager\, Private Equity\, APG Asset Management \nAlison Killilea\, Managing Director\, W Capital Partners \nYup Kim\, Senior Portfolio Manager\, Alaska Permanent Fund Corporation \nChristopher Sand\, Director\, Ardian European Buyout \n\n\n1:50 PM | COFFEE BREAK \n\n2:05 PM | PRIVATE CREDIT PORTFOLIO CONSTRUCTION PRESENTATION \nIntroduction: Alvin Butler\, CFA\, Vice Chair\, Alternative Investments Group\, CFA Society New York \n\nSylvia Owens\, Global Private Credit Strategist\, Aksia \n\n\n2:25 PM | PRIVATE CREDIT PANEL \n\nModerator \nSylvia Owens\, Global Private Credit Strategist\, Aksia \n\nPanelists \nTim Grell\, Partner & Americas CEO\, Tikehau Capital \nTom Howell\, CFA\, Managing Director\, Proterra Investment Partners \nOlga Kosters\, CFA\, Director\, StepStone Group \nMichael Weinmann\, Partner\, CRG \nYelin Wen\, CFA\, Senior Investment Analyst\, Robert Wood Johnson Foundation \n\n\n3:25 PM | STATE OF THE MARKETS: VIEWS ON VENTURE INVESTING IN THE GLOBAL INNOVATION ECONOMY \nIntroduction: Todd Eklund\, CFA\, CAIA\, Co-Chair\, Alternative Investments Group\, CFA Society New York \n\nJack Gaziano\, Managing Director\, Silicon Valley Bank \n\n\n3:45 PM | COFFEE BREAK \n\n4:00 PM | GROWTH EQUITY INTERVIEW \nIntroduction:  Carole Crawford\, CFA\, Chair\, Fintech Group and Board Member\, CFA Society New York \n\nBrian Price\, Producer\, Cheddar (Interviewer) \nWilliam Janeway\, Ph.D.\, Special Limited Partner\, Warburg Pincus \n\n\n4:40 PM | VENTURE CAPITAL & GROWTH EQUITY PANEL \nIntroduction:  Nithin Johnson\, Executive Director\, Tikehau Capital \n\nModerator \nSheila Ryan\, Partner\, Cambridge Associates \n\nPanelists \nFrancesco Draetta\, CFA\, FRM\, CAIA\, Principal\, Omega Funds \nJohn Frankel\, Founding Partner\, ff Venture Capital \nMerritt Hummer\, CFA\, Principal\, Bain Capital Ventures \nNovisi Nirschl\, Director\, Investments\, Memorial Sloan Kettering Cancer Center \nDeborah Zajac\, Director\, Touchdown Ventures \n\n\n5:40 PM | PRIVATE MARKETS ASSET ALLOCATION PRESENTATION \n\nSheila Ryan\, Partner\, Cambridge Associates \n\n\n6:05 PM | CLOSING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society New York \n\n\nREFRESHMENTS & NETWORKING \nAdditional DetailsLearning Outcomes \n\nHow private markets fund managers make investment decisions and choose which companies to back\nHow private markets fund managers help create value in their portfolio companies\nHow institutional LPs and consultants make allocation decisions and select private markets fund managers\nHow private markets fund managers develop syndicates and collaborate with other investors\nThe role of private equity\, private credit\, growth equity\, and venture capital investments in institutional portfolios
URL:https://cfany.org/event/3rd-annual-pe-vc-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,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:20190709T180000
DTEND;TZID=America/New_York:20190709T210000
DTSTAMP:20260620T051049
CREATED:20190524T154241Z
LAST-MODIFIED:20190702T203159Z
UID:50124-1562695200-1562706000@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:OverviewMidyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines\, Fixed Income\, Equity\, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set of views from established market participants. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL INTRODUCTORY STATEMENTS \n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nAdam Shakoor\, CFA\, Portfolio Manager\, Columbia Threadneedle Investments (Ameriprise Financial) \n\nPanelists \nMichael Arone\, CFA\, Chief Investment Strategist\, SPDR®\, State Street Global Advisors \nJoseph Cavatoni\, Managing Director\, World Gold Council \nIbrahim Gassambe\, CFA\, Macro Strategist\, Alliance Bernstein \nMaria Giraldo\, CFA\, Managing Director\, Guggenheim \nGreg Mariasch\, Partner and Portfolio Manager\, Pembroke Emerging Markets \nKearney Posner\, CFA\, Portfolio Manager\, Taxable Fixed Income\, Lord Abbett & Co. LLC \n\n\n7:20 PM |  AUDIENCE Q & A \n\n7:30 PM |  CLOSING REMARKS \n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nExamine market current expectations\nHear current thinking from influential asset managers and market strategists\nChallenge status quo thinking.\nUnderstand concerns of market managers
URL:https://cfany.org/event/midyear-market-outlook-2/
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:20190711T180000
DTEND;TZID=America/New_York:20190711T200000
DTSTAMP:20260620T051049
CREATED:20190314T031042Z
LAST-MODIFIED:20190712T160633Z
UID:47781-1562868000-1562875200@cfany.org
SUMMARY:Independent & Wirehouse Business Models
DESCRIPTION:OverviewThe wealth management ecosystem has evolved over the past decade\, offering an assortment of different business model platforms for private wealth advisors.  These include traditional wirehouses and independent broker-dealers\, to independent RIAs\, as well as the RIA aggregator and network platforms to support them.  With the rules of engagement set in a balanced manner\, CFA Society New York is hosting this event as a neutral arena for discussion.  Private Wealth practitioners can gain a better understanding of the debate and join in the conversation. \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n6:00 PM | INTRODUCTION & WELCOME \n\nTodd Eklund\, CFA\, CAIA \n\n\n6:05 PM |  OBSERVATIONS – WEALTH MANAGEMENT ECOSYSTEM & AFFILIATION MODELS \n\nWilliam Trout\, Head of Wealth and Asset Management\, Celent\, a division of Oliver Wyman \n\n\n6:15 PM | MANAGEMENT CONSULTANT PANEL \n\nModerator \nLouis Diamond\, Executive Vice President\, Diamond Consultants \n\nPanelists \nDennis Gallant\, Senior Analyst\, Wealth & Asset Management\, Aite Group \nCharles Smith\, Head of Product Innovation\, Wealth & Asset Management Advisory\, Ernst & Young \nWilliam Trout\, Head of Wealth and Asset Management\, Celent\, a division of Oliver Wyman \nGreg O’Gara\, Senior Analyst\, Wealth Management\, Aite Group \n\n\n6:45 PM | AUDIENCE Q&A \n\n7:00 PM | INDUSTRY SEGMENT EXECUTIVE PANEL DISCUSSION\nIntroduced by Steve Mayrose\, CFA\, CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\nModerator \nLouis Diamond\, Executive Vice President\, Diamond Consultants \n\nPanelists \nMark Tibergien\, Chief Executive Officer\, BNY Pershing Advisor Solutions \nAbby Salameh\, Chief Marketing Officer\, HighTower \nPhil Fiore\, CIMA\, CRPC\, Chief Executive Officer\, Procyon Partners \n\n\n7:45 PM | AUDIENCE Q&A \n\n8:00 PM | CLOSING REMARKS & NETWORKING CATERED RECEPTION \n\nMichael Reuben\, CFA\, CAIA\, CFP\, Financial Advisor\, Wells Fargo Advisors \n\nAdditional DetailsLearning Outcomes \n\nHear objective and diverse perspectives on the changes that are shaping the wealth management industry and various affiliation models.\nLearn about key issues and distinctions among various categories of business models.\nAppreciate the challenges and risks for private wealth practitioners in moving toward greater autonomy and access to more choices.\n\nFeatures\, Benefits\, Values \nOur goal is to provide objective and diverse perspectives from panelists and industry executives who are of notable quality and distinguished experts on key issues defining destinations for private wealth advisors.  Panelists will share viewpoints on the pros and cons surrounding topics such as resources\, vendors\, product preferences\, business mix\, as well as technology and compliance infrastructure.  The event also offers a unique opportunity to network among peers and industry leadership.
URL:https://cfany.org/event/independent-vs-wirehouse-event/
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:20190715T153000
DTEND;TZID=America/New_York:20190715T190000
DTSTAMP:20260620T051049
CREATED:20190417T165117Z
LAST-MODIFIED:20190712T153134Z
UID:48965-1563204600-1563217200@cfany.org
SUMMARY:2nd Annual Litigation Finance Forum
DESCRIPTION:OverviewThis event will explore the growing litigation finance market and associated investment opportunities. The discussion will cover the origins of the litigation finance market\, the size of the opportunity and various market dynamics. What makes a good case\, what makes a bad case\, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust\, fraud\, contract disputes\, IP theft cases and beyond\, and provide insight on how deals are structured between key participants: law firms\, plaintiffs\, defendants\, and funders. \nAgenda3:30 PM | REGISTRATION & NETWORKING \n\n4:00 PM | OPENING REMARKS \n\nMark Sullivan\, CFA \, Managing Director & Partner\, Stonehaven\, LLC \n\n\n4:05 PM | KEYNOTE ADDRESS \n\nChristopher Bogart\, Chief Executive Officer\, Burford Capital \n\n\n4:40 PM | FRAMEWORK OF LITIGATION FINANCE: RISK/REWARD & ETHICAL CONSIDERATIONS \n\nModerator \nTimothy D. Scrantom\, Managing Director\, Legis Finance \n\nPanelists \nJay Greenberg\, Founder & CEO\, LexShares \nScott Mozarsky\, Managing Director\, Vannin Capital \nSelvyn Seidel\, Chairman & CEO\, Fullbrook Capital Management \n\n\n5:30 PM |  BREAK \n\n5:50 PM | LITIGATION FINANCING SOLUTIONS: UNDERWRITING: STRUCTURING & DEAL ISSUES \n\nModerator \nXiaoyu Gu\, Vice President\, CarVal Investors \n\nPanelists \nDai Wai Chin Feman\, Director of Commercial Litigation Strategies\, Parabellum Capital \nSteven Friel\, Chief Executive Officer\, Woodsford Litigation Funding \nMichael Gulliford\, Founder & Managing Principal\, Soryn IP Group \nBrian Roth\, Private Capital Investments\, EJF Capital\, LLC \n\n\n6:40 PM | CLOSING REMARKS & NETWORKING  CATERED RECEPTION \n\nTodd Eklund\, CFA\, CAIA\, Co-Chair\, Alternative Investing Group \n\nAdditional DetailsLearning Outcomes \n\nWhy does the market for litigation funding exist?\nWhat opportunities exist within the realm of litigation funding?\nWhat does investor need to be aware of in evaluating investment opportunities?\nWhat are the ethical considerations?\nWhat is the size of the market opportunity?
URL:https://cfany.org/event/2nd-annual-litigation-finance-forum/
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:20190718T180000
DTEND;TZID=America/New_York:20190718T210000
DTSTAMP:20260620T051049
CREATED:20190524T152036Z
LAST-MODIFIED:20190712T151644Z
UID:50120-1563472800-1563483600@cfany.org
SUMMARY:Alphabet Soup - A Practical Review of the Professional Designations CFA\, CAIA\, FRM\, CFP\, CMT\, CIPM
DESCRIPTION:OverviewThe event will be to highlight the various financial designations: CFA\, CAIA\, FRM\, CFP\, CMT\, CIPM to examine both their usefulness and the steps required for attaining them. It will begin with a moderated panel of industry practitioners who can speak to how they have found each of the designations useful in their careers and what doors they have been able to open with them. After a question and answer period for the panel\, the event will move to individual tables that have been set up for each of the designations where information materials will be available and people will be at the tables to answer questions about the process of attaining the particular designation. Following this\, a catered networking reception will follow. \nAgenda6:00 PM | REGISTRATION  \n\n6:20 PM | OPENING REMARKS \n\n6:25 PM | PRACTITIONER PANEL DISCUSSION  \n\nModeratorJim Nevola\, CFA\, FRM\, CAIA\, CIPM\, Business Development & Lead Investment Risk Consultant\, BNY Mellon \nPanelists \nMarnie Owens\, CFA\, CMT\, CAIA\, CFTe\, Global Head of Technical Analysis\, IGM \nMichael Reuben\, CFA\, CAIA\, CFP(R)\, Financial Advisor\, Wells Fargo Advisors \nJed Schneider\, CIPM\, FRM\, GIPS® compliance and performance reporting\, Lazard Asset Management \nAndrea Urban\, CFA\, CAIA\, Director\, KPMG \n\n\n7:15 PM |  PANEL Q&A \n\n7:30 PM |  CLOSING REMARKS \n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nprofessional goal setting\ncareer development\neducational orientation
URL:https://cfany.org/event/alphabet-soup-a-practical-review-of-the-professional-designations-cfa-caia-frm-cfp-cmt/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES: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:20190722T173000
DTEND;TZID=America/New_York:20190722T200000
DTSTAMP:20260620T051049
CREATED:20190709T195952Z
LAST-MODIFIED:20190719T220516Z
UID:51417-1563816600-1563825600@cfany.org
SUMMARY:Investing in China: Opportunities and Challenges
DESCRIPTION:OverviewJoin us for our first China Series event\, featuring noted Professor Ou-Yang of the Cheung Kong Graduate School of Business (CKGSB). Dr. Hui has also extensive capital markets experience on Wall Street which speans Quantitative\, Global Macro\, Credit\, and Commodities\, as well as other key areas. \nAfter Professor Ou-Yang’s remarks\, Kevin Chen will offer comments and engage in an exchange of views based on years of mutual practical experience. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\n6:05 PM | OPENING PRESENTATION \n\nProfessor Ou-Yang\, Dean’s Distinguished Chair Professor of Finance\, CKGSB \n\n\n6:35 PM | FIRESIDE CHAT: INVESTING IN CHINA TODAY \n\nKevin Chen\, Chief Economist\, Horizon Financial \nProfessor Ou-Yang\,  Dean’s Distinguished Chair Professor of Finance\, CKGSB \n\n\n7:45 PM | CLOSING REMARKS & RECEPTION \nAdditional DetailsLearning Outcomes \n\nOverview of opportunities and risks in investing in China\nDiscussion of capital flows (e.g. MSCI inclusion)\nDiscussion of geopolitical risks facing investors in China\nUpdate on trade policy and the View from China
URL:https://cfany.org/event/investing-in-china-opportunities-and-challenges/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190801T090000
DTEND;TZID=America/New_York:20190801T170000
DTSTAMP:20260620T051049
CREATED:20190522T222312Z
LAST-MODIFIED:20190524T161019Z
UID:49939-1564650000-1564678800@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 CognitirCognitir\, 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.CloseAdditional 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-to-data-science-and-python-for-finance-3/
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:20190806T093000
DTEND;TZID=America/New_York:20190806T170000
DTSTAMP:20260620T051049
CREATED:20190711T170254Z
LAST-MODIFIED:20190729T170457Z
UID:51497-1565083800-1565110800@cfany.org
SUMMARY:Professional Review Day
DESCRIPTION:OverviewImprove your odds of getting the job of your choice and join us on Tuesday\, August 6th for Professional Review Day. \nParticipate in up to three individual event-day elements of your choice\, including an opportunity to enhance your elevator pitch\, the chance to have your LinkedIn profile and resume professionally reviewed\, and the option to receive a brand new professional headshot courtesy of an on-site photographer! \nThis event is hosted by CFA Society New York’s Career Development Group. \nSpace is limited—and time slots are reserved via the registration form on a first-come first-served basis—so we encourage you to register ASAP. \nMEMBERS ONLY EVENT9:30 AM – 5:00 PM | PROFESSIONAL HEADSHOTS \nWant to update your headshot for your LinkedIn profile? Register for a 15-minute photo session with a professional photographer. \nFee: $75 \n\n9:30 AM – 5:00 PM | RESUME / LINKEDIN PROFILE CRITIQUES \nIt never hurts to give a solid refresh to your resume. Opportunity can knock at any time! \nFee: $20 \n\n9:30 AM – 5:00 PM | ELEVATOR PITCHES (Sold Out) \nHelp you nail your elevator pitch by recording and getting feedback from a professional. \nFee: $30 \n\nElevator Pitch Coach \nGeoff Carroll — Carroll Management Associates / Gilman Performance Systems Associate \n\nAdditional DetailsLearning Outcomes \n\nPersonal branding\nProfessional networking\nCareer development\nEffective resume writing
URL:https://cfany.org/event/professional-review-day-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES: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:20190812T083000
DTEND;TZID=America/New_York:20190812T170000
DTSTAMP:20260620T051049
CREATED:20190617T182425Z
LAST-MODIFIED:20190718T133723Z
UID:50913-1565598600-1565629200@cfany.org
SUMMARY:Machine Learning and AI for Financial Professionals
DESCRIPTION:Please note that this course will reference Python and cloud-based technologies\, but Python/technical experience is not required to attend. \nOverviewData science\, machine learning and artificial intelligence (AI) are becoming more widely used in the investment industry to augment traditional investment decision making. This one day\, hands on course brings clarity to how AI and machine learning are revolutionizing financial services. We will introduce key concepts and\, through examples and case studies\, will illustrate the role of machine learning\, data science techniques\, and AI. The curriculum will not teach attendees to write code or run experiments in Python\, it will provide an intuitive understanding to machine learning with just enough mathematics and basic statistics. \nModules\nML and AI: An intuitive Introduction \n\nMachine Learning vs Statistics: How has the world changed?\nKey drivers influencing the adoption of Machine Learning and AI\n\nBig Data\, Hardware\, Fintech\, AI\, Alternative Data\n\n\nKey applications\n\nCredit risk\, Personalization\, Predicting risk\, Portfolio optimization and selection\n\n\nA deep dive on Machine Learning and AI methods\n\n\nSupervised Learning (Regression\, Random Forest and Neural Network)\nUnsupervised Learning (K-means)\nDeep Learning (Keras)\nReinforcement Learning\nPerformance evaluation and tuning\n\n\n\nCase study 1: Predicting interest rates and credit risk using Alternative data sets. \n\nExploring and Visualizing large datasets:\nBuilding a Credit risk model using Regression\, Random Forest and Neural Network Algorithms\nTuning your model\nAutomatic Machine Learning\n\nCase study 2: Analyzing Earning calls using text analytics \n\nMaking sense of Text and Natural Language Processing- The Decalogue\nSentiment Analysis: How to interpret sentiments and use it in stock selection?\nComparing Amazon\, Google\, Microsoft APIs for Sentiment Analysis\n\nFrontier topics \n\nKey issues in adopting AI and Machine learning into investment workflows\nHow will Machine Learning and AI change the investment industry\nFrontier topics\n\nAnomaly detection\nReinforcement learning\nRisk in Machine Learning and AI\nModel governance\, Interpretability and Model Management
URL:https://cfany.org/event/machine-learning-and-ai-for-financial-professionals/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Other Industry Events
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190813T180000
DTEND;TZID=America/New_York:20190813T200000
DTSTAMP:20260620T051049
CREATED:20190523T213050Z
LAST-MODIFIED:20190805T134527Z
UID:49963-1565719200-1565726400@cfany.org
SUMMARY:Become a Society Leader:  Board\, Committees\, Interest Groups
DESCRIPTION:Overview\nThis event is an informational session and forum\, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team\, gain understanding about your direct involvement in the mission and vision of CFANY\, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs. \n\n\n\n\n\n\nAs the largest local membership society of the CFA Institute and a leading forum for the investment community\, CFA Society New york is committed to promoting the highest professional standards in the investment industry. CFANY has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFANY promulgates and upholds. \nIn addition\, fairly recent corporate governance changes have created a catalytic environment for CFANY members to get involved and lend their own vision to that of the leading-edge developments at CFANY\, and to elevate this organization to be the foremost of its kind for the investment community. \n\n\n\n\n\n\nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nThis program will provide:\n\nAn introduction the CFANY\, the current leadership team\, the most recent governance changes.\nInformation about the corporate governance structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy.\nInformational session will be followed by a catered networking reception.\n\nCandidate Application Forms
URL:https://cfany.org/event/become-a-society-leader-board-committees-interest-groups-enhance-your-career-strengthen-your-network-get-involved/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190815T090000
DTEND;TZID=America/New_York:20190815T170000
DTSTAMP:20260620T051049
CREATED:20190522T223932Z
LAST-MODIFIED:20190524T161216Z
UID:49942-1565859600-1565888400@cfany.org
SUMMARY:Data Science for Managers - Applications\, Visualization\, and Storytelling
DESCRIPTION:OverviewTo maximize the use of the massive and growing volume of data\, executives and managers need to know master the burgeoning types of data projects. \nThis one-day course equips business and finance managers with an overview of key analytical methods and data science tools required to create competitive advantages and solve difficult business problems. Participants will also learn about fundamental data visualizations and how to effectively communicate these complexities to key stakeholders. \nThis is not a programming-based course and it has no prerequisite. The purpose of this course is to equip business and finance leaders with the right dose of knowledge and technical skills to better evaluate technical proposals\, communicate with technical teams\, hire technical teams\, and use data science as a strategic tool. \nAdditional DetailsWhat this course offers \n\nHigh-level overview of data science and big data methods and why it is relevant for finance and business leaders\nPresentation of use cases and examples from industry of how data science can boost business performance and improve corporate bottom lines\nUnderstanding of the data science process and critical challenges\nUnderstanding of how to evaluate\, interpret and present data science results to key stakeholders and technical teams\nOverview of popular Python libraries\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 technical\, business\, and educational experiences\n\nWho is this course for \nThis course is relevant for finance and business executives who supervise teams that identify and execute data analytics and business intelligence projects. Other junior and senior business professionals who want to better understand how data science can supercharge corporate analytics will also benefit from taking this course. Attendees range from C-suite executives to junior professionals who want to better understand what their bosses should know.
URL:https://cfany.org/event/data-science-for-managers-applications-visualization-and-storytelling/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Other Industry Events
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190819T173000
DTEND;TZID=America/New_York:20190819T200000
DTSTAMP:20260620T051049
CREATED:20190417T155909Z
LAST-MODIFIED:20190802T153400Z
UID:48958-1566235800-1566244800@cfany.org
SUMMARY:Value Investing Workshop: Tweedy\, Browne
DESCRIPTION:OverviewPlease join us for the fourth lecture as part of the CFANY Value Investing Education Workshop\, exploring some of value investing’s most important influencers of the past and present. In this lecture/workshop Roger de Bree will be exploring the teachings of Tweedy\, Browne Company LLC.  Roger R. de Bree has worked for Tweedy\, Browne Company LLC since 2000. Mr. de Bree is a member of the firm’s Investment Committee\, as well as Treasurer of Tweedy\, Browne Fund Inc. Before joining Tweedy\, Browne he worked at ABN AMRO Bank and MeesPierson Inc. He has an undergraduate degree in business administration from Nijenrode\, the Netherlands School of Business in Breukelen\, the Netherlands as well as a M.B.A. from IESE\, University of Navarre in Barcelona\, Spain. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | LECTURE \nRoger de Bree\, Analyst\, Tweedy Browne Company LLC \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 Tweedy\, Browne Value philosophy\nLearn some of the key tools and methods used by Tweedy\, Browne\nLearn how to apply those tools and methods\n\nSponsored By
URL:https://cfany.org/event/value-investing-workshop-tweedy-browne/
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:20190905T173000
DTEND;TZID=America/New_York:20190905T200000
DTSTAMP:20260620T051049
CREATED:20190222T200138Z
LAST-MODIFIED:20190826T144000Z
UID:46679-1567704600-1567713600@cfany.org
SUMMARY:Cyber\, Technology and Third-Party Risk Management
DESCRIPTION:OverviewThe financial industry is experiencing significant innovation\, from increased digitalization\, application of artificial intelligence\, and fintech partnerships. The increased interconnectedness within the financial system driven by the rise in digitalization is raising concerns about the growing level of cyber and technology risks. And there are concerns about how to manage vendor risks. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | INTRODUCTION & WELCOME \n\nAlton Crooks\, CFA\, Fidelis Capital LLC \n\n\n6:10 PM | KEYNOTE ADDDRESS \n\nJohn Araneo\, General Counsel and Managing Director of Align Cybersecurity \n\n\n7:00 PM | PANEL INTRODUCTION \n\nAndrew Auslander\, CFA\, FRM \n\n\n7:10 PM | PANEL DISCUSSION \n\nModerator \nJon Bosco\, CPA\, Managing Partner\, eDelta Consulting \nPanelists \nStan Yakoff\, Head of Americas Supervision – Equities\, Citadel Securities; Adjunct Professor\, Quant Trading & Market Structure\, Fordham University School of Law \nAndrew H. Moyad\, Senior Vice President\, Vendor Risk Management / Corporate Insurance \nDolores (Lori) Miller\, CFA\, Managing Director & Head of Operational Risk – AIG Investments\, Treasury\, and Finance \n\n\n8:00 PM |  CLOSING REMARKS \n\nRichard Ebil Ottoo\, PhD\, CFA\, FRM\, Vice President\, Global Association of Risk Professionals (GARP) \n\n\n8:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \nThe focus of this event is to discuss cyber security\, technology and third-party risks. The learning outcomes of the event will include (but not limited to) the following: \n\nUnderstand the key elements of a changing governance structure and standards for meeting regulatory compliance \nA fresh perspective on the regulations covering cybersecurity and creating a multi-disciplinary framework for it\nDevelop a robust practice for managing third-party risks\nAddressing the challenges of modeling these operational risks and integrating their oversight into ERM\nUnderstanding the mechanics and mitigating effect of cyber insurance\nEffectiveness of the lines of defense model\nIncreased knowledge about third-party risk management\nIncreased knowledge about technology risk\nIncreased knowledge about cyber risks and cyber insurance\n\nWho Should Attend \nRisk Managers; Portfolio Managers; Hedge Fund Personnel; Fund Management Staff; Insurance Company Staff; Bank Staff; Broker-Dealer Personnel
URL:https://cfany.org/event/operational-risk-management/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190909T173000
DTEND;TZID=America/New_York:20190909T200000
DTSTAMP:20260620T051049
CREATED:20190820T220936Z
LAST-MODIFIED:20190905T212215Z
UID:52370-1568050200-1568059200@cfany.org
SUMMARY:Ultra-Long Treasury Issuance
DESCRIPTION:OverviewCFA Society New York is hosting a discussion on the market’s potential interest in an extension of the Treasury bond market beyond the current maximum 30-year maturity\, possibly to 50 or even 100 years. Other countries already issue longer-term government bonds\, and this may be an attractive time for the U.S. government to do so with interest rates at historically low levels. Certain investors focused on liability duration-matched asset portfolios such as pension fund and life insurance investors could be especially interested in investing in these instruments. Program speakers include institutional investors from pension funds and insurers and government trading desks. \nQuestions to be addressed are: \n\nIs there a demand or a longer Treasury bond? If so\, how large is this demand?\nWho are the market participants interested in these instruments?\nHow might they trade in the market?\nWhat yield might these instruments offer?\nHow do long dated government bonds perform in other countries?\n\nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n6:00 PM | OPENING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n6:10 PM | PANEL DISCUSSION \n\nModerator \nSteve Case\, CFA\, Partner\, Mercer Investments \n\nPanelists \nBrian Curran\, CFA\, Managing Director\, Global Portfolio Management\, Prudential \nMichael Mitchell\, Managing Director\, Goldman Sachs \nMatthew Nili\, Managing Director\, BlackRock \n\n\n6:40 PM | PANEL Q&A \n\n7:00 PM | AUDIENCE Q&A \n\n7:20 PM |  CLOSING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n7:30 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\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/ultra-long-treasury-issuance/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group,Institutional Asset Management
GEO:40.7579565;-73.9846558
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END:VCALENDAR