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DTSTART;TZID=America/New_York:20190620T180000
DTEND;TZID=America/New_York:20190620T193000
DTSTAMP:20260620T075407
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190625T113000
DTEND;TZID=America/New_York:20190625T190000
DTSTAMP:20260620T075407
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:20260620T075407
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190711T180000
DTEND;TZID=America/New_York:20190711T200000
DTSTAMP:20260620T075407
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190715T153000
DTEND;TZID=America/New_York:20190715T190000
DTSTAMP:20260620T075407
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:20260620T075407
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190722T173000
DTEND;TZID=America/New_York:20190722T200000
DTSTAMP:20260620T075407
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:20260620T075407
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:20260620T075407
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:20260620T075407
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
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:20190813T180000
DTEND;TZID=America/New_York:20190813T200000
DTSTAMP:20260620T075407
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
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:20190815T090000
DTEND;TZID=America/New_York:20190815T170000
DTSTAMP:20260620T075408
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
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:20190819T173000
DTEND;TZID=America/New_York:20190819T200000
DTSTAMP:20260620T075408
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:20260620T075408
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
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:20190909T173000
DTEND;TZID=America/New_York:20190909T200000
DTSTAMP:20260620T075408
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
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:20190910T180000
DTEND;TZID=America/New_York:20190910T200000
DTSTAMP:20260620T075408
CREATED:20190628T181942Z
LAST-MODIFIED:20190807T190230Z
UID:51309-1568138400-1568145600@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. \nClose
URL:https://cfany.org/event/cfany-open-house-an-evening-of-networking-and-opportunity/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Membership Committee
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190912T163000
DTEND;TZID=America/New_York:20190912T200000
DTSTAMP:20260620T075408
CREATED:20190604T152206Z
LAST-MODIFIED:20190913T200156Z
UID:50528-1568305800-1568318400@cfany.org
SUMMARY:First Annual Secondaries Outlook
DESCRIPTION:OverviewThe secondary market began in the 1980s as a method to provide liquidity to investors in illiquid private equity\, and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations. Investors use these funds to rapidly build up exposure to diversified\, seasoned positions in private equity and other alternatives with\, potentially\, shorter duration and lower correlation to investors’ existing portfolios. \nSecondary funds cover traditional private equity\, venture capital and hedge fund structures and more esoteric illiquid investments such as private debt\, music royalties\, and direct / co-investments. They may also cover innovative and complex strategies including GP-led transactions\, preferred instruments and fund restructurings. \nAgenda4:30 PM | REGISTRATION & CHECK IN \n\n5:00 PM | OPENING REMARKS \n\nStephan Connelly\, CFA\, Director\, Star Mountain \n\n\n5:05 PM | GP PANEL DISCUSSION \n\nModerator \nLeor Landa\, Partner\, Davis Polk’s Investment Management/Private Funds Group \nPanelists \nEric Foran\, CFA\, Partner\, Coller Capital\n \nBarry Griffiths\, Ph.D.\, CFA\, Partner & Head of Quantitative Research\, Landmark Partners \nBrett Hickey\, Founder & CEO\, Star Mountain Capital \nCari Lodge\, Managing Director\, Commonfund Capital \nVictor Wu\, Partner\, Lexington Partners \n\n\n5:50 PM | Q&A \n\n6:00 PM | LP PANEL DISCUSSION \nIntroduced by: Anna Sembos\,PhD\, CFA\, Senior Consultant at CIFC Asset Management \n\nModerator \nMichael Catts\, Managing Director\, Evercore \nPanelists \nSander Doucette\, CFA\, Director of Investments\, Hamilton College \nJeremy Klepner\, Vice President\, Jasper Ridge Partners \nMichael Nelson\, CFA\, CIO\, Eagle Bay \n\n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \n\nTodd Eklund\, CFA\, CAIA\, Co-Chair\, Alternative Investments Group \n\n\n7:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the rise of interest in secondaries.\nUnderstand how asset owners use secondaries to rebalance and optimize returns.\nUnderstand how secondary managers are finding opportunities in a maturing market by use of size and scale as well as innovative and differentiated strategies.\nLearn about new innovations in the secondary market which have the potential to disrupt and shift the market over the next few years.
URL:https://cfany.org/event/first-annual-secondaries-outlook/
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:20190916T173000
DTEND;TZID=America/New_York:20190916T193000
DTSTAMP:20260620T075408
CREATED:20190314T025849Z
LAST-MODIFIED:20190909T213319Z
UID:47778-1568655000-1568662200@cfany.org
SUMMARY:Value Investing Workshop:  Advanced Financial Research
DESCRIPTION:OverviewCFANY Value Investing workshop on Advanced Financial Research featuring: Cheryl Strauss Einhorn \nThis workshop will be exploring methods of conducting advanced financial research and lays out Cheryl Strauss Einhorn’s AREA Method and her latest book. The decision-making system Cheryl developed uniquely controls for biases\, focuses on the incentives of others and expands knowledge while improving judgment. This can be applied both to investigating complex financial situations as well as investigative journalism. \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n6:00 PM | OPENING REMARKS \n\nMathias Strohfeldt\, CFA\, Senior Research Analyst/PM\, OppenheimerFunds \n\n\n6:05 PM | FIRESIDE CHAT \n\nCheryl Strauss Einhorn\, Founder\, CSE Partners \n\n\n6:45 PM |  CASE-STUDY \n\n7:10 PM |  Q & A \n\n7:20 PM |  CLOSING REMARKS \n\n7:25 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nImprove your knowledge of how to conduct advanced financial research\nBecome familiar with the AREA method which helps you to structure complex financial problems\nApply the methods in a short case study\n\nSponsor:
URL:https://cfany.org/event/value-investing-workshop-advanced-financial-research/
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:20190917T180000
DTEND;TZID=America/New_York:20190917T200000
DTSTAMP:20260620T075408
CREATED:20190523T213534Z
LAST-MODIFIED:20190805T141233Z
UID:49968-1568743200-1568750400@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-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190919T180000
DTEND;TZID=America/New_York:20190919T200000
DTSTAMP:20260620T075408
CREATED:20190429T185515Z
LAST-MODIFIED:20190904T175823Z
UID:49189-1568916000-1568923200@cfany.org
SUMMARY:Trading Psychology: Using Self-Awareness to Improve Your Investment Process
DESCRIPTION:OverviewIf there is one fatal flaw that every investor needs to overcome\, it’s a poor mindset.  No matter how good their analysis or their framework\, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. \nSo how can traders and investors limit their mistakes — and perhaps take advantage of the psychological errors of others? \nIn this panel\, world-renowned experts on trading psychology will share specific advice for investors of all kinds. They will touch on the most common mistakes\, and discuss the lessons that we can glean from the latest scientific research. Finally\, they will recommend techniques and tactics that can help traders to keep their heads about them. \nAgenda5:30 PM | REGISTRATION & CHECK IN \n\n6:00 PM | INTRODUCTION & WELCOMING REMARKS \n\nAlex Rosenberg\, CFA\, Editor in chief\, Real Vision \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nClare Flynn Levy\, CEO & Founder\, Essentia Analytics \nPanelists \nSvein Backer\, Managing Director of global equities\, Lockheed Martin Investment Management \nDenise Shull\, MA\, CEO & Lead Performance Coach\, The ReThink Group Inc. \nDr. Gio Valiante\, Head Performance Coach\, Point72 \n\n\n7:05 PM |  Q&A \n\n7:15 PM |  CLOSING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder & Managing Partner\, Helix Management \n\n\n7:20 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nLearn what recent research suggests about the psychological element of making investment decisions\nProvide investment decision-makers with techniques that may help them to improve their self-awareness\nPromote a greater understanding of how different individuals make decisions under pressure
URL:https://cfany.org/event/investment-lessons-from-poker/
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;VALUE=DATE:20190923
DTEND;VALUE=DATE:20190925
DTSTAMP:20260620T075408
CREATED:20190614T184718Z
LAST-MODIFIED:20230306T143052Z
UID:50897-1569196800-1569369599@cfany.org
SUMMARY:2nd Annual Climate and ESG Asset Owner Summit
DESCRIPTION:2nd Annual Climate and ESG Asset Owner Summit\n  \n  \n    Monday\, Sept. 23 - Tuesday\, Sept. 24\n  \nOverviewA Two-Day Asset Owner Series™ Event \n\n\nA Climate Week NYC and a Global Goals Week event\nTom Brigandi’s 85th Society event\, 700th speaker & 15\,000th attendee\n11 CFA Society Partners; 30 Asset Owner / Industry Association Partners; +130 speakers\nRepresentatives from non-bank institutional investors (fiduciary asset owners and institutional asset managers) that collectively have in excess of 45 trillion USD in assets were represented at the Summit\nRepresentatives from fiduciary asset owning organizations (SWFs\, pension funds\, insurance companies\, endowments\, etc) that collectively have in excess of $10 trillion in fiduciary assets spoke\nRepresentatives from investment management organizations that collectively have in excess of $30 trillion in managed assets were represented at the Summit\nRepresentatives from fiduciary asset owning organizations that collectively have in excess of $5 trillion in fiduciary assets attended\, but did not speak\n\n\nThe systematic integration of environmental\, social and governance (ESG) factors into investment strategies\, and investment decision making across asset classes\, has exploded. Asset owners around the world were early adopters of sustainable investment commitments\, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term\, sustainable\, risk-adjusted returns\, consistent with their fiduciary duty. \nThe CFA Society New York 2nd Annual Climate and ESG Asset Owner Summit\, hosted in partnership with Principles for Responsible Investment (PRI)\, is scheduled to take place during Climate Week and Global Goals Week in NYC. The Summit will feature two days focused on the rise and status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives covering all six populated continents. These will focus on ESG trends and developments across Australia\, North America\, Latin America\, Europe\, Asia\, and Africa\, and offer regional perspectives\, unique challenges and opportunities\, and their outlooks. \nAs of September 25th\, 2019\, Asset Owner Series (AOS) will have hosted fiduciary asset owner (sovereign wealth fund\, pension fund\, insurance company general account\, etc) and institutional investment consultant speakers from organizations that cumulatively oversee in excess of $72 trillion of assets under ownership or advisory. There is roughly $90 trillion in total institutionally owned assets and approximately $40 trillion in consultant-advised institutional assets globally. AOS was founded by Tom Brigandi\, CFA\, at CFA Society New York in 2015. In addition to hosting frequent AOS events at CFANY HQ\, there have been nine AOS events hosted outside of New York in partnership with CFA Institute Societies across APAC\, EMEA and the Americas. \n2018 Conference Agenda \n2019 Recap & Content Page \nPost-Conference Press Release \nMONDAYSEPTEMBER 237:30 AM | REGISTRATION\, CONTINENTAL BREAKFAST & MASTER OF CEREMONY WELCOME \nThomas Brigandi\, CFA\, Global Asset Owner Series Founder and Lead Organizer\, CFANY \n\n8:10 AM | KEYNOTE ADDRESS INTRODUCTION \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n8:15 AM |  SUMMIT OPENING KEYNOTE ADDRESS \n\nTed Roosevelt\, Founding Partner\, Redwood Grove Capital \n\n\n8:35 AM | ALTERNATIVE INVESTMENT ESG ASSET OWNER PERSPECTIVE \nIntroduced by: H.E. Foday Mansaray\, High Representative to the UN and African Region\, International Human Rights Commission \n\nJohn Bowman\, CFA\, Senior Managing Director\, Chartered Alternative Investment Analyst (CAIA) Association \n\n\n8:55 AM | WELCOME REMARKS \nChris Cutler\, CFA\, Former Vice Chair\, CFA Society New York \n\n9:00 AM | CFA INSTITUTE KEYNOTE ADDRESS \n\nMargaret Franklin\, CFA\, President & CEO\, CFA Institute \n\n\n9:30 AM | KEYNOTE ADDRESS \nIntroduced by: Amit Bouri\, CEO and co-founder\, Global Impact Investing Network (GIIN) \n\nLinda-Eling Lee\, Managing Director and Global Head of ESG Research\, MSCI \n\n\n10:05 AM | CANADIAN ASSET OWNER PANEL \nIntroduced by: Matthew Mark\, Director\, US Asset Owners\, World Gold Council \n\nModerator \nNalini Feuilloley\, Head of Canada\, UN-supported Principles for Responsible Investment (PRI) \n\nPanel \nDeborah Ng\, CFA\, Director of Responsible Investment\, Ontario Teachers Pension Plan \nLisa Becker\, FCA\, Chief Operating Officer\, Chief Compliance Officer\, University of Toronto Asset Management Corporation \nJennifer Coulson\, Vice President\, ESG\, Public Markets\, British Columbia Investment Management Corporation (BCI) \n\n\n11:10 AM | BREAK\n\n11:20 AM | SPECIAL ADDRESS: LAUNCH OF THE EM INVESTOR ALLIANCE ASSET OWNER ADVISORY BOARD \nIntroduced by: Brian Lauzon\, CFA\, Board President\, CFA Society Philadelphia \n\nAshok Parameswaran\, Founder\, Emerging Markets Investors Alliance \n\n\n11:25 AM | SPECIAL ADDRESS ON ESG RISKS \nIntroduced by: Richard Ebil Ottoo\, PhD\, CFA\, FRM\, Vice President\, Global Association of Risk Professionals (GARP) \n\nJo Paisley\, Co-President\, GARP Risk Institute \n\n\n11:35 AM | APAC ASSET OWNER PERSPECTIVES \nIntroduced by: Grace Reyes\, President\, Association of Asian American Investment Managers \n\nModerator \nLionel C. Johnson\, President\, Pacific Pension & Investment Institute (PPI) \n\nPanel \nMiyuki Zeniya\, Head of Sustainable Finance\, The Dai-ichi Life Insurance Company\, Limited \nSasmit Dwivedi\, CFA\, Head of ESG and Equity Research\, Nippon Life Global \nDavid Altshuler\, Executive Director\, IFM Investors \nFederico Rodriguez\, CFA\, Global Head of Fixed Income\, QBE Insurance \nEmily Chew\, Global Head of ESG Research & Integration\, Manulife Investment Management; Former Chair\, Asia Investor Group on Climate Change (AIGCC) \nAnne-Maree O’Connor\, Head of Responsible Investments\, NZ Super Fund \n\n\n12:50 PM | LUNCHEON KEYNOTE SPEAKER \nIntroduced by: Henrik Jeppesen\, CFA\, North America Head of Investor Outreach\, Carbon Tracker Initiative \n\nMark Campanale\, Founder & Executive Director\, Carbon Tracker Initiative \n\n\n1:00 PM | LUNCH \n\nLunch Sponsor \n \n\n\n1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD \nIntroduced by: Paul Kovarsky\, CFA\, Director of Institutional Partnerships\, CFA Institute \n\nMarc H. Robert\, Chief Operating Officer\, Water Asset Management\, LLC \n\n\n1:45 PM | AFRICAN ASSET OWNER ESG PERSPECTIVES \nIntroduced by: Orim Graves\, CFA\, Executive Director\, National Association of Securities Professionals (NASP) \n\nModerator \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFANY Asset Owner Advisory Board Council \n\nPanel \nVhahangwele Manavhela\, ESG Specialist\, Public Investment Corporation (South Africa) \nAdmassu Tadesse\, President & Chief Executive\, Trade & Development Bank \nStella Ojekwe-Onyejeli\, Executive Director & Chief Operating Officer\, Nigerian Sovereign Investment Authority (NSIA) \nAldo Tembe\, CEO\, Moçambique Previdente\, Sociedade Gestora de Fundos de Pensões – SGFP\, S.A. \nLekha Nair\, CEO\, Seychelles Pension Fund \nMustapha Bakkoury\, CEO\, Moroccan Agency for Sustainable Energy (Masen); Former CEO\, Caisse de dépot et de gestion (CDG) \n\n\n3:00 PM | ESG PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY BOSTON \nIntroduced by: Olha Krushelnytska\, CFA\, Green Finance Specialist\, World Bank Group \n\nMichael Greis\, CFA\, Chair of the Sustainable Investing Seminar Committee\, CFA Society Boston \n\n\n3:05 PM | G7 INVESTOR LEADERSHIP NETWORK < INFO > KEYNOTE PANEL \nIntroduced by: Paul Smith\, CFA\, Fmr. Chief Executive Officer\, CFA Institute \n\nEnhancing expertise in infrastructure financing and development in emerging and frontier economies;\nOpening opportunities for women in finance and investment worldwide; and\nSpeeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.\n\n\nModerator \nThomas Collimore\, CFA\, Head\, Institutional Relationships\, CFA Institute \n\nPanel \nUrs Bitterling\, Head of Corporate Responsibility\, Allianz \nBertrand Millot\, Head of Stewardship Investing\, Caisse de dépôt et placement du Québec (CDPQ) \nDeborah Ng\, CFA\, Director of Responsible Investment\, Ontario Teachers Pension Plan \n\n\n4:05 PM | PIONEER SPECIAL ADDRESS \nIntroduced by: Paul Smith\, CFA\, Fmr. Chief Executive Officer\, CFA Institute \n\nBertrand Piccard\, Co-Pilot\, 2016 Solar Impulse 2 (first solar-powered aircraft global circumnavigation); Son of Jacques Piccard\, 1960 Challenger Deep Mission Co-Pilot \n\n\n4:15 PM | BREAK \n\n4:30 PM | PRI SPECIAL ADDRESS \nIntroduced by: Chris Fowle\, Head of Americas\, Principles for Responsible Investment (PRI) \n\nFiona Reynolds\, CEO\, Principles for Responsible Investment (PRI) \n\n\n4:45 PM | ESG FOCUSED INFRASTRUCTURE ASSET OWNERSHIP PANEL \nIntroduced by: Edward Allen\, CAIA\, Managing Director\, MSCI \n\nModerator \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFANY Asset Owner Advisory Council \n\nPanel \nDan Winters\, CRE\, Head of America’s\, GRESB BV \nHerman Bril\, Director of Investments\, UNJSPF \nJ. Michael McCarthy\, CFA\, Senior Portfolio Manager\, APG Asset Management \nAmanda Wallace\, Managing Director Infrastructure Investments Group\, J.P. Morgan Asset Management \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \n\n\n5:55 PM | ASSET OWNER PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY PERU \nIntroduced by: Gabriel Thoumi\, CFA\, FRM\, Director\, Planet Tracker \n\nMelvin Escudero\, CFA\, President\, CFA Society Perú \n\n\n6:00 PM | THINK TANK PANEL \nIntroduced by: Winston Ma\, CFA\, Esq.\, High-tech Investor; Book Author; Adjunct Professor; fmr Managing Director\, China Investment Corporation (CIC) \n\nModerator \nRobert Rowan\, Director\, Asset Owner Series\, CFA Society New York \n\nPanel \nSonja Gibbs\, CFA\, Senior Director of Global Capital Markets\, Institute of International Finance \nHon. Joshua Gotbaum\, Guest Scholar of Economic Studies\, Brookings Institution \n\n\n6:20 | SPECIAL PRESENTATION: CERES INVESTOR NETWORK \nIntroduced by: William “Billy” Gridley\, CFA\, Director\, Investor Network\, Ceres\, Inc. \n\n Rev. Kirsten Snow Spalding\, Senior Department Director\, Investor Network\, Ceres\, Inc. \n\n\n6:30 PM | ESG DUE DILIGENCE CHALLENGES  \nIntroduced by: Sofiane Belmiloud\, Investor Outreach Manager\, FAIRR Initiative \n\nModerator \nHenry Shilling\, Chair\, Sustainable Investment Thought Leadership Group\, CFANY \n\nPanel \nJodie Gunzberg\, CFA\, Managing Director\, Chief Investment Strategist\, Graystone Consulting\, Morgan Stanley \nJohn Goldstein\, Co-Founder\, Imprint Capital (acquired by Goldman Sachs) \nSanford Rich\, Executive Director\, NYC Board of Education Retirement System (BERS) \nJeroen Bos\, CFA\, Head of Specialized Equity and Responsible Investing at NN Investment Partners (NN Group’s Asset Management Arm) \n\n\n7:30 PM | CLOSING REMARKS \nIntroduced by: Thomas Brigandi\, CFA\, Global Asset Owner Series Founder and Lead Organizer\, CFANY \n\nDominick Lucci\, Chief Investment Officer\, Park Avenue Capital Management ($1.4 billion single family office) \n\n\n CATERED NETWORKING RECEPTION \n\nReception Sponsor \n \n\nTUESDAYSEPTEMBER 247:25 AM | REGISTRATION & MASTER OF CEREMONY WELCOME \nThomas Brigandi\, CFA\, Global Asset Owner Series Founder and Lead Organizer\, CFANY \n\n7:30 AM | AFRICA INVESTOR (AI) INSTITUTIONAL INVESTOR SUMMIT — WORKING BREAKFAST \nIntroduced by: Amy Myers Jaffe; David M. Rubenstein\, Sr. Fellow for Energy and the Environmental Council on Foreign Relations \n\nCHAIR: \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFANY Asset Owner Advisory Board Council \n\nFEATURING: \n\n\n\nVhahangwele Manavhela\, ESG Specialist\, Pubic Investment Corporation \nAldo Tembe\, CEO\, Moçambique Previdente\, Sociedade Gestora de Fundos de Pensões – SGFP\, S.A. \nStella Ojekwe-Onyejeli\, Executive Director & Chief Operating Officer\, Nigerian Sovereign Investment Authority (NSIA) \nMohammed Omran\, Executive Chairman\, The Financial Regulatory Authority (FRA) \nAdmassu Tadesse\, President & Chief Executive\, Trade & Development Bank \nAngela Miller-May\, Chief Investment Officer\, Chicago Teachers’ Pension Fund \nLauren Burnhill\, Board Member\, World Pension Council \n\n\n\n\n8:45 AM | WELCOMING REMARKS \nChris Fowle\, Head of Americas\, Principles for Responsible Investment (PRI) \n\n8:50 AM | KEYNOTE ADDRESS: SUSTAINABILITY AND TECHNOLOGY \nIntroduced by: Ivelina Stefanova\, Climate Finance Fellow\, UNEP Finance Initiative \n\nAndrew Shapiro\, Founder & Partner\, Broadscale Group; Advisor\, The Climate Group \n\n\n9:15 AM | “S” IN ESG KEYNOTE ADDRESS \nIntroduced by: Stephanie Potter\, Senior Director of Sustainability and Circular Economy Program\, U.S. Chamber of Commerce Foundation \n\nKerry Kennedy\, President\, Robert F. Kennedy Human Rights \n\n\n9:35 AM | UN NET-ZERO ASSET OWNER ALLIANCE KEYNOTE ADDRESS \nIntroduced by: Bill Scott\, CAE\, President & CEO\, CFA Society Washington\, DC \n\nTorben Möger Pedersen\, CEO\, PensionDanmark \n\n\n9:50 AM | DIVERSITY AND INCLUSION ASSET OWNER PANEL \nIntroduced by: Rosie von Lila\, Interim-Chief Executive Officer\, New America Alliance \n\nModerator \nRobert L. Greene\, President & CEO\, National Association of Investment Companies\, former Chairman of the Board of Trustees for the Virginia Retirement System \n\nPanel \nNeeti Bhalla Johnson\, President & Chief Investment Officer\, Liberty Mutual Investments \nAngela Miller-May\, Chief Investment Officer\, Chicago Teachers’ Pension Fund \nSheryl Mejía\, CFA\, CPA CA\, Director\, Emerging Managers\, NY State Common Retirement Fund\, Office of the State Comptroller \nKirk Sims\, CFA\, Senior Investment Manager – Head of Emerging Manager Program at Teachers Retirement System of Texas \nMarianne Dwight\, Of Counsel\, Michael Best; Former Investment Committee Member\, Texas Treasury Safekeeping Trust Company \n\n\n10:55 AM | KEYNOTE ADDRESS: HOW CAN WE FINANCE SUSTAINABLE GROWTH? \nIntroduced by: Johanna Lasker\, Head of Central Banks & Official Institutions\, BNP Paribas Asset Management \n\nKerstin Jorna\, Deputy DG of Economic and Financial Affairs\, European Commission; Board Director\, European Investment Bank (EIB) \n\n\n11:05 AM | WORLD BANK GROUP SPECIAL PRESENTATION \nIntroduced by: Dr. Patricia Laverley\, Deputy Minister of Finance\, Republic of Sierra Leone \n\nSpeaker \nEkaterina (Katya) Gratcheva\, Lead Financial Officer\, Finance\, Competitiveness and Innovation (FCI) Global Practice\, World Bank Group \nInterviewed by:\nFrédéric Samama\, Head of Responsible Investment\, Amundi; 2019 Real World Impact Award Winner\, PRI \n\n\n11:15 AM | BREAK\n\n11:30 AM | US ASSET OWNER PERSPECTIVE PANEL \nIntroduced by: Emily Kreps\, Global Director\, Investor Initiatives\, CDP \n\nModerator \nHank Kim\, Esq.\, Executive Director and Counsel\, National Conference on Public Employee Retirement Systems \n\nPanel \nTara Stacy\, Director of Investment Stewardship\, Colorado Public Employees’ Retirement Association \nChris Phillips\, Director of Institutional Relations & Public Affairs\, Washington State Investment Board (WSIB) \nKei Yamamoto\, CFA\, Senior Director – Investment\, Casey Family Programs \nAntonio Rodriguez\, Director of Investment Strategy\, NYC Board of Education Retirement System \nLorenzo Bernasconi\, PhD\, Managing Director\, Innovative Finance\, Rockefeller Foundation \n\n\n12:40 PM | SPECIAL ADDRESS & LUNCHEON KEYNOTE SPEAKER INTRODUCTION \n\nJim Hempstead\, Managing Director\, Moody’s Investors Service \n\n\n12:45 PM | LUNCHEON KEYNOTE FIRESIDE CHAT \n\nSpeaker \nHiro Mizuno\, CIO\, Japan’s Government Pension Investment Fund \nInterviewed by:\nLynn Forester de Rothschild\, Chief Executive Officer\, E.L. Rothschild and Founder\, Coalition for Inclusive Capitalism \n\n\n1:15 PM | LUNCH \n\nLunch Host \n \n\n\n1:45 PM | CORPORATE GOVERNANCE ASSET OWNER PANEL \nIntroduced by: Mary Jane McQuillen\, Managing Director\, ClearBridge Investments \n\nModerator \nKen Bertsch\, JD\, Executive Director\, Council of Institutional Investors \n\nPanel \nJeffrey Warshauer\, CFA\, Corporate Governance Officer at New Jersey Division of Investment \nLynn Forester de Rothschild\, Chief Executive Officer\, E.L. Rothschild and Founder\, Coalition for Inclusive Capitalism \nDieter Waizenegger\, Executive Director\, CtW Investment Group \nMichael Garland\, Assistant Comptroller for Corporate Governance and Responsible Investment\, New York City Office of the Comptroller \nAvantika Saisekar\, Director\, Sustainable Investment Group\, Wafra (beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS) \n\n\n3:00 PM | EUROPEAN ASSET OWNER ESG PERSPECTIVES \nIntroduced by: David Allen\, CFA\, Institutional Director\, Schroders \n\nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \n\nPanel \nJeff Houston\, Head of Pensions\, Local Government Association\, Secretary to the Board\, Local Government Pension Scheme Advisory Board (UK) \nValentijin van Nieuwenhuijzen\, CIO\, NN investment Partners \nPeter Damgaard Jensen\, Chair\, IIGCC\, Chief Executive Officer\, PKA \nSylvain Vanston\, Group Head of Corporate Responsibility\, AXA \nHelen Wildsmith\, Head of Ethical and Responsible Investment\, CCLA Investment Management Limited (manager of The CBF Church of England Funds) \nNathalie Lhayani\, Head of Sustainability\, Group Caisse des Dépôts (France) \n\n\n4:15 PM | ONE PLANET SOVEREIGN WEALTH FUND PANEL \nIntroduced by: Patricia Haas Cleveland\, President\, US Operations\, Official Monetary and Financial Institutions Forum (OMFIF) \n\nModerator \nDuncan Bonfield\, Secretariat\, International Forum of Sovereign Wealth Funds \n\nPanel \nAnne-Maree O’Connor\, Head of Responsible Investments\, NZ Super Fund \nRichard Collins\, Saudi Arabia’s Public Investment Fund \n\n\n5:00 PM | BREAK \n\n5:15 PM | LATAM ASSET OWNER PERSPECTIVES \nIntroduced by: Ashley Cooke\, Head of Institutional ESG & Passive Solutions\, Americas\, DWS Investments \n\nModerator \nAriel Fromer Babcock\, CFA\, Managing Director\, FCLTGlobal \n\nPanel \nLeon de Paul\, Chief Risk Officer\, Afore Citibanamex \nRafael Castro\, Compliance and Internal Control Executive Manager\, Previ (Brazil) \nJulia Fontes\, Treasury Officer\, Brazil Specialist\, New Development Bank \nJuan Luis Surgeon\, CFA\, Chief Investment Officer\, MMG Bank \nHilen Gabriela Meirovich\, Head of Climate Change\, Inter-American Development Bank \n\n\n6:30 PM | ESG-FOCUSED MULTILATERAL DEVELOPMENT BANK (MDB) PANEL \nIntroduced by: Michael Rowan\, CFA\, Managing Director\, Global Public\, Project and Infrastructure Finance Group\, Moody’s Investors Service \n\nModerator \nSøren Elbech\, Managing Director\, Global Head of Supranational Institutions\, J.P. Morgan \n\nPanel \nTapiwa Sikipa\, Senior Portfolio Manager\, World Bank Treasury \nCarlos Franco\, Head of Investments\, Inter-American Development Bank \nCourtney Lowrance\, Principal Environment Specialist\, Asian Infrastructure Investment Bank \n\n\n7:30 PM | SUMMIT CLOSING KEYNOTE ADDRESS \nIntroduced by: Deepika Sharma\, CFA\, Director\, BlackRock \n\nDan Carol\, Director\, Milken Institute Center for Financial Markets \n\n\n7:45 PM | ADJOURNMENT \nIntroduced by: Daniel Fridson\, Managing Director\, Arrivato \nRobert Discolo\, CFA\, CAIA\, Chief Investment Officer\, River Partners Family Office \n\n CATERED NETWORKING RECEPTION \nSpecial Thanks to Our SponsorsAdditional Thanks to Our PartnersSociety PartnersSupporting Institutions
URL:https://cfany.org/event/2nd-annual-climate-and-esg-asset-owner-summit/
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:20190926T173000
DTEND;TZID=America/New_York:20190926T200000
DTSTAMP:20260620T075408
CREATED:20190318T141729Z
LAST-MODIFIED:20190905T212314Z
UID:47919-1569519000-1569528000@cfany.org
SUMMARY:Women & Wealth Discussion with Sallie Krawcheck
DESCRIPTION:OverviewCFA Society New York is welcoming Sallie Krawcheck\, Founder & CEO of Ellevest\, as well as former CEO of Merrill Lynch Wealth Management\, to provide a keynote address describing her experience in the finance world! \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nStephen Mayrose\, CFA\, CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nSallie Krawcheck\, CEO\, Co-Founder\, Ellevest \n\n\n7:00 PM |  Q&A \n\n7:15 PM |  CLOSING REMARKS \n\nKelly Ye\, CFA\, Director of Research at IndexIQ\, \n\n\n7:20 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsHost Group \nPrivate Wealth Management
URL:https://cfany.org/event/women-wealth-discussion-with-sallie-krawcheck/
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:20191007T173000
DTEND;TZID=America/New_York:20191007T203000
DTSTAMP:20260620T075408
CREATED:20190827T214823Z
LAST-MODIFIED:20191008T191340Z
UID:52524-1570469400-1570480200@cfany.org
SUMMARY:Big Data: Active Equity Managers’ Uses and Misuses
DESCRIPTION:OverviewBig data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn’t) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.  \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | KEYNOTE ADDRESS \n\nAntonio (Tony) DeSpirito\, Managing Director\, BlackRock \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nChuan Shi\, Ph.D.\, Quantitative Solution Specialist and Deputy Team Leader\, Enterprise Data Department\, Bloomberg LP \nPanelists \nJudith Gu\, Director of Statistical Trading\, ScotiaBank \nJoshua Livnat\, PhD\, CPA\, Managing Director and Head of Research\, QMA \nLilian Quah\, CFA\, Portfolio Manager\, Epoch Investment Partners\, Inc \nNathaniel Storch\, CO-Founder and CEO\, Amenity Analytics \n\n\n7:30 PM |  CLOSING REMARKS \n\n7:35 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/active-equity-managers-uses-and-misuses-of-big-data/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Quantitative 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:20191010T173000
DTEND;TZID=America/New_York:20191010T200000
DTSTAMP:20260620T075408
CREATED:20190906T165944Z
LAST-MODIFIED:20210810T233438Z
UID:52778-1570728600-1570737600@cfany.org
SUMMARY:4th Annual Multi Family Office Conference
DESCRIPTION:4th Annual Multi Family Office Conference\n  \n  \n    Thursday\, October 10\n  \nOverviewThe 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years\, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families\, with some also handling various financial matters for their clients\, including budgeting\, insurance\, wealth transfer\, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of the New York region’s most prominent Multi-Family Offices. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | WELCOMING REMARKS \n\nMaria Weitzer\, CFA\, Senior Investment Risk Manager\, APG Asset Management US \n\n\n6:05 PM | THE NEXT FRONTIER IN THE RECORD-LONG EXPANSION \n\nJason Pride\, CFA\, Chief Investment Officer of Private Wealth Management\, Glenmede \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nRobert Davis\, CFA\, CAIA\, Partner and the Chief Investment Officer of Round Table Wealth Management \nPanelists \nJerome Antenen\, CFA\, Managing Director and Head of Equity Investments\, Truvvo Partners LLC \nAndy Kapyrin\, CFA\, Partner and Co-Head of Investments\, RegentAtlantic \nMark Lebida\, CFA\, Senior Vice President\, Avestar Capital \n\n\n7:55 PM | CLOSING REMARKS \n\nJonathan Prin\, CFA\, Managing Director\, Greylock Capital \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \n\nReception Sponsor \n \n\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/4th-annual-multi-family-office-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191017T173000
DTEND;TZID=America/New_York:20191017T200000
DTSTAMP:20260620T075408
CREATED:20190417T201921Z
LAST-MODIFIED:20191016T220546Z
UID:48978-1571333400-1571342400@cfany.org
SUMMARY:Private Wealth Managers\, Succession Plans: Handing Off the Baton
DESCRIPTION:OverviewAge demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice or firm. \nOften\, succession planning conversations focus more on the value of the business than on the transition and continuity of the business.  This event aims to provide fundamental and actionable insights on both aspects. \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n5:55 PM | INTRODUCTION & WELCOME \n\nTodd Eklund\, CFA\, CAIA \n\n\n6:00 PM | OBSERVATIONS – WEALTH MANAGEMENT SUCCESSION ECOSYSTEM & OPTIONS  \n\nScott Slater\, Vice President\, Practice Management & Consulting\, Fidelity Clearing & Custody Solutions \n\n\n6:10 PM | SUCCESSION PANEL  \n\nModerator \nScott Slater\, Vice President\, Practice Management & Consulting\, Fidelity Clearing & Custody Solutions \n\nPanelists \nAnthony Cecchini\, CFP\, J.D.\, Chief Executive Officer\, JMG Financial Group \nSonya Mughal\, CFA\, EVP & Chief Operating Officer\, Bailard \nErin Sikorski\, CFP\, Chief Executive Officer – The Wellington Group \n\n\n7:00 PM | AUDIENCE Q&A \n\n7:10 PM | VALUATION & FINANCIAL CONSIDERATIONS PANEL \nIntroduced by Stephen Mayrose\, CFA\, CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\nModerator \nBrooks Hamner\, CFA \, ASA\, Vice President\, Mercer Capital \n\nPanelists \nMatt Crow\, CFA\, ASA\, President\, Mercer Capital \nSteven Levitt\, Founder & Managing Director\, Park Sutton Advisors \nElizabeth Nesvold\, Managing Director\, Head of Asset & Wealth Management Investment Banking – Raymond James \n\n\n8:00 PM | AUDIENCE Q&A  \n\n8:10 PM | CLOSING REMARKS & NETWORKING CATERED RECEPTION \n\nMichael Reuben\,CFA\,CAIA\,CFP \n\nAdditional DetailsLearning Outcomes \n\nAppreciate financial advisor and private wealth practice succession planning challenges and the importance of institutionalization to creating value. \nGain an understanding of valuation and deal structures in today’s market. \nIdentify specific drivers for valuation enhancement. \nLearn key considerations for finding\, attracting\, and retaining younger advisors and staff to ensure long-term viability and sustainability of private wealth business. \nHear from individuals and experts who have successfully implemented a successful transition plan.\n\nFeatures\, Benefits\, Values \nGain an understanding into succession planning options\, trends\, approaches for continuity/handoff\, and strategic objectives for value enhancement: Who? When? How? Why? 
URL:https://cfany.org/event/private-wealth-managers-succession-plans-handing-off-the-baton/
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:20191021T180000
DTEND;TZID=America/New_York:20191021T200000
DTSTAMP:20260620T075408
CREATED:20190923T165225Z
LAST-MODIFIED:20191015T140950Z
UID:53347-1571680800-1571688000@cfany.org
SUMMARY:Value Investing Workshop: The Art of Short Selling
DESCRIPTION:OverviewPlease join us for another CFANY Value Investing Workshop\, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.  Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships\, T2 Accredited Fund\, Tilson Offshore Fund and T2 Qualified Fund\, while the latter is comprised of two value-based mutual funds\, Tilson Focus Fund and Tilson Dividend Fund. Mr. Tilson is also the co-founder\, Chairman and co-Editor-in-Chief of Value Investor Insight\, an investment newsletter. Prior to launching his investment career in 1999\, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner-city-based companies nationwide. Mr. Tilson received an MBA with High Distinction from the Harvard Business School\, where he was elected a Baker Scholar (top 5% of class)\, and graduated magna cum laude from Harvard College\, with a bachelor’s degree in Government. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner of Helix Management \n\n\n6:05 PM | LECTURE \n\nWhitney Tilson\, Founder & CEO\, Empire Financial Research \n\n\n7:00 PM |  HANDS-ON CASE STUDY \n\n7:30 PM | CLOSING REMARKS \n\nMathias Strohfeldt\, CFA\, Director of Equity Research\, Invesco \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand what the key differences are between going and long and short a stock\nUnderstand what the key pitfalls are as well as key patterns to look for when shorting a stock\nApply this knowledge to a sample of real-life short case studies\n\nSponsor
URL:https://cfany.org/event/value-investing-workshop-the-art-of-short-selling/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Value Investing
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191022T163000
DTEND;TZID=America/New_York:20191022T200000
DTSTAMP:20260620T075408
CREATED:20190417T200047Z
LAST-MODIFIED:20191022T165722Z
UID:48975-1571761800-1571774400@cfany.org
SUMMARY:Alternative Investments for Private Wealth Advisors
DESCRIPTION:OverviewAs often occurs in financial markets\, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time\, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives. On the contrary\, data indicates that private wealth advisors have been and continue to be laggards with de minimis allocations to illiquid alternatives in aggregate. Elevated valuations in public markets and low bond yields have generated increased interest in alternative offerings to bolster long-term returns – as well as diversify beyond traditional stocks and bonds. Today new platforms\, technologies\, and asset managers are fueling an increasingly abundant set of products alongside streamlined access – in an effort to provide distribution of hedge funds and private market solutions to broader audiences of investors in the retail HNW space. \nAgenda4:30 PM | Registration & Check-In \n\n5:00 PM | Introduction & Welcome \n\nTodd Eklund\, CFA\, CAIA \n\n\n5:05 PM | Keynote Speaker #1 \n\nRob Brown\, PhD\, CFA\, Chief Investment Officer – Integrated Financial Partners \n\n\n5:25 PM | Audience Q&A \n\n5:35 PM | Keynote Speaker #2 \nIntroduced by: Anna Sembos\, CFA\, Ph.D. \n\nJoan Solotar\, Senior Managing Director\, Head of Private Wealth Solutions – The Blackstone Group \n\n\n5:55 PM | Audience Q&A \n\n6:05 PM | Panel 1 – Due Diligence Perspectives \nIntroduced by: Samuel Wilson\, CFA\, Wealth Strategist\, The Northern Trust Company \n\nModerator \nNic Millikan\, CFA\, CAIA\, Director of Investment Strategy\, CAIS \nPanelists \nBen Goetsch\, CFA\, Senior Analyst Alternative Investments & Manager Research – City National Rochdale \nAref Jessani\, SVP Research & Due Diligence\, iCapital \nJonathan Lee\, Director of Private Strategies – The Colony Group \n\n\n6:45 PM | Panel 1 – Audience Q&A \n\n6:55 PM | Panel 2 – Commercial Perspectives \nIntroduced by: Kris Thiessen\, CFA\, CAIA\, EA \n\nModerator \nRob Brown\, PhD\, CFA\, Chief Investment Officer – Integrated Financial Partners \nPanelists \nJoan Solotar\, Senior Managing Director\, Head of Private Wealth Solutions – The Blackstone Group \nRamona Heine\, CFA\, Co-Founder – Heine & Kim Fiduciary Partners LLC \nDan Vene\, FSA\, Co-Founder & Managing Partner\, iCapital \n\n\n7:45 PM | Panel 2 – Audience Q&A \n\n8:00 PM | Closing Remarks & Networking Catered Reception \n\nStephen Mayrose\, CFA\, CFP \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the historical context of hedge fund and alternative products offered in the HNW space.\nLearn about trends unfolding as alternative investments are offered in a more mainstream fashion today and looking forward.\nAppreciate and pragmatically assess the distinction between the hedge fund & alternative opportunity set available to HNW private wealth investors versus the largest institutions and family offices.\n\nFeatures\, Benefits\, Values \nOur goal is to provide historical context\, diverse perspectives\, and candid assessments of the opportunity in hedge fund and illiquid alternative investments from panelists and industry executives who are of notable quality and distinguished experts in this arena.
URL:https://cfany.org/event/alternative-investments-for-private-wealth-advisors/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,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:20191104T083000
DTEND;TZID=America/New_York:20191104T153000
DTSTAMP:20260620T075408
CREATED:20191016T172916Z
LAST-MODIFIED:20200630T191349Z
UID:54760-1572856200-1572881400@cfany.org
SUMMARY:1st CFANY Fiduciary Trustee Conference
DESCRIPTION:OverviewWe will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels. \nAgenda8:30 AM | ATTENDEE REGISTRATION \n\n9:00 AM | WELCOMING REMARKS \n\nClive Lipshitz\, Managing Partner\, Tradewind Interstate Advisors \n\n\n9:05 AM | OPENING KEYNOTE SPEAKER \n\nRay Kanner\, former CIO IBM Pension Fund \n\n\n10:00 AM | BREAK \n\n10:30 AM | STAKEHOLDER PERSPECTIVES ON PENSIONS \n\nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \n\nPanelists \nDoug Offerman\, Senior Director\, Fitch Ratings  \nPeter Grant\, CFA\, Principal\, Mercer \nMichelle L. Boyles\, FSA\,EA\,MAAA\, Consulting Actuary\, Milliman \n\n\n12:00 PM | LUNCH KEYNOTE \n\nDavid Russ\, Former CIO\, Dartmouth College Endowment \n\n\n1:30 PM | KEYNOTE: ESG AND YOUR PORTFOLIO \n\nRandy Bauslaugh\, Head of Pensions\, Benefits & Exec Comp practice\, McCarrthy Tétrault \n\n\n2:30 PM | BREAK \n\n2:45 PM | INTERACTIVE SESSION- PENSION GOVERNANCE \n\nTom Iannucci\, President\, Cortex Applied Research \n\n\n4:15 PM | CLOSING REMARKS \nAdditional DetailsInvitation Only Event \n\nFree to Attend\, Available Exclusively to Members\nRegistration Capacity: 100\nDate: Tuesday\, February 26 @ 5:30 – 8:30pm\nLocation: Moody’s Investors Service\, 7 World Trade Center\, 250 Greenwich St.\n\nRequest an Invitation
URL:https://cfany.org/event/2019-putting-beneficiaries-first/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Putting Beneficiaries First
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191104T170000
DTEND;TZID=America/New_York:20191104T200000
DTSTAMP:20260620T075408
CREATED:20190423T152625Z
LAST-MODIFIED:20191024T180304Z
UID:49055-1572886800-1572897600@cfany.org
SUMMARY:What Investors Need to Know About Audits
DESCRIPTION:OverviewInvestors rely upon financial statements to analyze their current and proposed investments and investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements\, but as we all know\, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process\, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements. \nAgenda5:00 PM | REGISTRATION & NETWORKING \n\n5:30 PM | OPENING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society of New York \n\n\n5:35 PM | PROGAM INTRODUCTION \n\nJack Ciesielski\, Principal\, R. G Associates \n\n\n5:40 PM | KEYNOTE SPEAKER \nPCAOB Update: Issues of Interest for Investors \n\nMegan Zietsman\, Chief Auditor and Director of Professional Standards\, Public Company Accounting Oversight Board \n\n\n6:00 PM |  THE INVESTORS’ VIEW \n\nSandra J. Peters\, Senior Head\, Global Financial Reporting Policy\, CFA Institute \n\n\n6:15 PM | THE VIEW FROM THE UK \n\nDavid Herbinet\, Global Head of Audit\, Mazars LLP \n\n\n6:30 PM | ARE AUDITS IMPROVING? \n\nMichael Nohrden\, CEO\, Audit Analytics \n\n\n6:45 PM | BREAK \n\n7:00 PM | PANEL DISCUSSION \n\nModerator \nJack Ciesielski\, Principal\, R. G Associates \nPanelists \nDavid Herbinet\, Global Head of Audit\, Mazars LLP \nMichael Nohrden\, CEO\, Audit Analytics \nSandra Peters\, Head of Financial Reporting Policy\, CFA Institute \nMegan Zietsman\, Chief Auditor and Director of Professional Standards\, Public Company Accounting Oversight Board \n\n\n7:55 PM | CLOSING REMARKS \n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat does an audit verify and what does it not mean?\nWhat signals should an analyst look for to evaluate the quality of a financial statement and its associated audit?\nHow is the auditing community working to improve audit quality?\nWhat new information do investors have available to evaluate audit quality?\nWhat can investor do to help improve financial statement and audit quality?
URL:https://cfany.org/event/what-investors-need-to-know-about-audits-investor-audits/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191106T173000
DTEND;TZID=America/New_York:20191106T200000
DTSTAMP:20260620T075408
CREATED:20190506T224622Z
LAST-MODIFIED:20191101T145026Z
UID:49512-1573061400-1573070400@cfany.org
SUMMARY:5th Annual Thinking Beyond the Transition for Veterans
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                        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		                \nCloseOverviewThe 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. Concurrently\, explore the benefits of hiring military veterans and military spouses. When veterans feel they are making meaningful contributions\, employers are much more likely to see the lasting benefits of veteran hiring. Following opening remarks and a keynote\, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance. \nLearning Outcome Statements: Understand the value of hiring veterans and military spouses Understand how to leverage background in military service to transition successfully Gain better understanding of roles within the financial industry Focus on key highlights for selling differentiated skill set Learn how to translate language from military to finance Learn what key points to focus on in job search\, resume conversion\, and interview prep Learn about CFANY and CFA Institute’s Career Guide: Veterans Edition \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n6:00 PM | OPENING REMARKS  \n\nWon Palisoul\, Chair of Veterans Roundtable at CFANY; U.S. Navy Veteran \nChris Mendez\, GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran \n\n\n6:15 PM | KEYNOTE SPEAKER \nIntroduced by Chris Mendez\, GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran \n\nDr. Wes Gray\, CEO at Alpha Architect; U.S. Marine Veteran \n\n\n6:30 PM | Q&A \n\n6:45 PM | PANEL DISCUSSION  \n\nModerator \n Jeannie Santiago\, Director of Recruiting\, NY Life Insurance Company \nPanelists \nMercedes Elias\, Head of Veteran Engagement- AmeriVet Securities; US Marine Veteran \nCasey Minnick\, Foreign Exchange COO\, UBS Investment Bank; US Marine Veteran \nDavid Palisoul\, AVP Global Money Markets Trader & Researcher\, Deutsche Bank; U.S. Navy Veteran \nFreddy Rojas\, Director\, Prime Brokerage\, SG Americas; US Army Veteran \nKarl Snyder\, Managing Director\, Chief Market Strategist- VETS INDEXES; US Marine Veteran \n\n\n7:35 PM | PANEL Q&A \n\n7:55 PM | CLOSING REMARKS  \nIntroduced by Jeannie Santiago\, Director of Recruiting\, NY Life Insurance Company \n\nKelly Ye\, CFA\, CFA Society New York Board Member \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \nSponsored by
URL:https://cfany.org/event/5th-annual-thinking-beyond-the-transition-for-veterans/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
END:VCALENDAR