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DTSTART;TZID=America/New_York:20191113T090000
DTEND;TZID=America/New_York:20191113T170000
DTSTAMP:20260620T102609
CREATED:20191003T162900Z
LAST-MODIFIED:20200316T175950Z
UID:54052-1573635600-1573664400@cfany.org
SUMMARY:Introduction to Python for Business and Finance
DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game . \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid 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. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid 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 international 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\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \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 (financial modeling) 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 Lazard\, 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. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/introduction-to-python-for-business-and-finance/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Other Industry Events
GEO:40.7579565;-73.9846558
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DTSTART;TZID=America/New_York:20191114T160000
DTEND;TZID=America/New_York:20191114T190000
DTSTAMP:20260620T102609
CREATED:20190906T205928Z
LAST-MODIFIED:20191113T221713Z
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SUMMARY:ABCs of Sustainable Investing
DESCRIPTION:OverviewServing as the precursor to the full-day 6th Annual Sustainable Investing Conference\, ABCs of Sustainable Investing aims to serve as a sustainable-investing primer for financial analysts\, researchers\, portfolio managers and more. We will delve into topics such as the current state\, the drivers\, and the various approaches that this approach encapsulates\, as well as how to implement these into portfolio management across varying asset classes. \nAgenda4:00 PM | REGISTRATION & CHECK-IN \n\n4:30 PM | OPENING REMARKS \n\nHenry Shilling\, Director of Research\, Sustainable Research and Analysis LLc \n\n\n4:35 PM | LECTURE \n\nMatt Orsagh\, CFA\, CIPM\, Senior Director of Capital Markets\, CFA Institute \n\n\n5:50 PM | PANEL DISCUSSION \n\nModerator \nDouglas A. Burtnick\, CFA\, Equity Portfolio Manager and Analyst \n\nPanelists \nValeria Cisnero\, CFA\, Senior Corporate Analyst\, Macquarie Group \nElizabeth Hiss\, Research Analyst\, Brown Advisory \nSarah Bratton Hughes\, Investment Director – Sustainability\, Americas\,Schroders \nJessica Zarzycki\, CFA\, Portfolio Manager\, Global Fixed Income\, Nuveen \n\n\n6:50 PM |  Q & A \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nHow such strategies may be implemented\nHow are these applied to equity and fixed income investing\nThe performance debate\n\nWho Should Attend \nPortfolio managers\, financial analysts\, research personnel\, compliance\, marketing and product development specialists who are relatively new to sustainable investing and/or wish to benefit from a refresher on new trends and developments in the sustainable investing sphere.
URL:https://cfany.org/event/abcs-of-sustainable-investing/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Sustainable Investing
GEO:40.7579565;-73.9846558
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DTSTART;TZID=America/New_York:20191115T083000
DTEND;TZID=America/New_York:20191115T160000
DTSTAMP:20260620T102609
CREATED:20190911T214114Z
LAST-MODIFIED:20191115T155452Z
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SUMMARY:6th Annual Sustainable Investing Conference ESG & Financial Materiality
DESCRIPTION:OverviewThrough this full-day conference\, speakers and attendees will explore the methods\, processes and nuances of integrating Environmental\, Social and Governance (ESG) factors when analyzing investment opportunities\, with a focus on financial materiality. The day will be sub-divided into difference panels focusing on four major asset classes – equities\, fixed income\, private equity and real assets. There will also be a keynote speech as well as an academic panel to demystify the links between ESG factors and financial return.  \nAfter Oct. 31$95for membersNonmember Rate: $195Agenda8:30 AM | ATTENDEE REGISTRATION \n\n9:00 AM | OPENING REMARKS \n\nAdam Phillips\, Investment Officer\, UNJSPF \n\n\n9:15 AM | KEYNOTE ADDRESS \n\nDr. Aniket Shah\, Senior Fellow\, Columbia University and Senior Advisor for Sustainable Finance\, UN Sustainable Development Solutions Network \n\n\n10:05 AM | ACADEMIC PANEL \n\nModerator \nDr. Jeff Hales\, University of Texas – McCombs \n\nPanelists \nDr. Witold Henisz\, University of Penn – Wharton \nDr. Tensie Whelan\, NYU – Stern \nDr. Aaron Yoon\, Northwestern – Kellogg \n\n\n10:45 AM |  MORNING BREAK \n\n10:50 AM |  RESEARCH PRESENTATION \n\nGillian Mollod\, Senior Associate\, ESG Research\, MSCI Inc. \n\n\n11:00 AM | REAL ASSETS MATERIALITY PANEL \n\nModerator \nSanaz Raczynski\, Managing Director and Head of Sustainability\, Nuveen \n\nPanelists \nJohn Breckinridge\, Senior Managing Director\, Capital Dynamics \nAnmay Dittman\, Director\, BlackRock Real Assets \nInna Khideke\, CFA\, Partner\, Bridge Investment Group \nBrooks Preston\, Managing Director\, Macquarie \n\n\n11:45 AM | PRIVATE EQUITY MATERIALITY PANEL \n\nModerator \nMina Pacheco Nazemi\, Funds & Co-Investments\, Barrings LLC \n\nPanelists \nRalitza Germanova\, Corporate Governance Officer\, International Finance Corporation \nBryn Gostin\, Head of Product Development & Strategy\, Capital Dynamics \nAdam Heltzer\, Head of ESG & Sustainability\, Partners Group \nElizabeth Seeger\, Director\, Sustainable Investing- KKR \n\n\n12:30 PM | LUNCH \n\nSponsored By: \n \n\n\n1:00 PM | KEYNOTE \n\nGeorg Kell\, Chairman\, Arabesque & Founding Director\, United Nations Global Compact \n\n\n1:45 PM | EQUITIES FINANCIAL MATERIALITY PANEL \n\nModerator \nKuni Chen\, CFA\, Former Director of Impact Investing\, The Nature Conservancy \n\nPanelists \nLisa Goldberg\, PhD\, Director of Research\, Aperio Group \nValerie Grant\, CFA\, SVP\, Senior Portfolio Manager – Responsible Investing\, Alliance Bernstein \nTanya Levy-Odom\, Director\, BlackRock \nDavid Silverman\, Managing Director\, Blue Harbour Group \n\n\n2:25 PM | DWS PRESENTATION- SYSTEMATIC ACTIVE STRATEGY THROUGH AN ESG LENS \n\nPankaj Bhatnagar\, Ph.D.\, Managing Director\, Systematic Active Equity Strategy \, ESG Lens \n\n\n2:35 PM | FIXED INCOME MATERIALITY PANEL \n\nModerator \nJoshua Linder\, CFA\, Credit Analyst\, APG Asset Management \n\nPanelists \nMahesh Jayakumar\, CFA FRM\, Research Analyst\, Fixed Income ESG\, MFS \nTom Socha\, Executive Director\, JP Morgan Asset Management \nSwami Venkataraman\, CFA\, Senior Vice President – Manager\, Moody’s Rating Services \n\n\n3:05 PM | PRI PRESENTATION \n\nChristine Pishko\, US Relationship Manager\, Global Signatory Relations and Outreach\, PRI \n\n\n3:25 PM | CONCLUDING REMARKS \n\nAdam Phillips\, Investment Officer\, UNJSPF \n\n\n3:35 PM | DRINKS AND RECEPTION \nAdditional DetailsLearning Outcomes \nAttendees will learn about the financial materiality of ESG factors from industry veterans and practitioners in this space\, including: \n\nAcademic researchers\nPublic Equity investors\nPublic Fixed Income investors\nPrivate Equity investors\nReal estate and infrastructure investors\n\nSponsored By
URL:https://cfany.org/event/6th-annual-sustainable-investing-conference-esg-financial-materiality/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Sustainable Investing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191118T153000
DTEND;TZID=America/New_York:20191118T200000
DTSTAMP:20260620T102609
CREATED:20190423T153528Z
LAST-MODIFIED:20191115T173824Z
UID:49059-1574091000-1574107200@cfany.org
SUMMARY:4th Annual Performance and Risk Forum
DESCRIPTION:OverviewThe Global Investment Performance Standards (GIPS®) are a set of standardized\, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years\, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end. \nAgenda3:30 PM | REGISTRATION & CHECKIN \n\n4:00 PM | INTRODUCTION & WELCOME \n\nJohn Matsikas\, CFA\, CIPM\, Investment Performance & Portfolio Analytics Reporting Group\, Voya Investment Management \n\n\n4:05 PM | GIPS 2020 DISCUSSION \nIntroduced by Jed Schneider\, CIPM\, FRM\, GIPS compliance and performance reporting at Lazard Asset Management \n\nPanelists \nBeth Kaiser\, CFA\, CIPM\, Director\, Global Industry Standards\, CFA Institute \nThomas A. Peters\, CPA\, CIPM\, Director\, Audit & Accounting \nKen Robinson\, CFA\, CIPM\, CPA\, PFS\, Director on the Global Industry Standards team\, CFA Institute \n\n\n5:00 PM | HIRING AND FIRING MANAGERS \nIntroduced by Richard Ottoo\,PhD\, CFA\, FRM\,Vice President at Global Association of Risk Professionals (GARP) \n\nPanelists \nAndre Mirabelli\, Director of Performance Analytics\, Opturo \nStephen Lerit\, CFA\, Client Portfolio Manager\, Washington Crossing Advisors \nTom Donahue\, JD\,FRM\, Managing Director\, Governance Practice\, Manager Analysis Services\, LLC \n\n\n5:45 PM | BREAK \n\n6:00 PM | IMPLEMENTING THE 2020 GIPS STANDARDS AT YOUR FIRM  \nIntroduced by John Matsikas\, CFA\, CIPM\, Investment Performance & Portfolio Analytics Reporting Group\, Voya Investment Management \n\nModerator \nJulia Reyes\, CIPM\, Partner\, ACA Performance Services \nPanelists \nTheresa Dijkstra\, AVP. GIPS Officer in the Performance and Attribution team- MetLife Investment Management \nRaymond Lee\, Vice President\, Manager of Performance- Jennison Associates \nDavid Spaulding\, DPS\, CIPM\, CEO & Founder\,  The Spaulding Group\, Inc. \n\n\n6:45 PM | PORTFOLIO RISK- BEYOND VOLATILITY \nIntroduced by Richard Ottoo\,PhD\, CFA\, FRM\,Vice President at Global Association of Risk Professionals (GARP) \n\nGunter Meissner\, Ph.D.\, University of Hawaii \n\n\n7:30 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nThe 2020 GIPS Standards\nPractitioner implementation of GIPS Standards\n\nEvent Sponsor
URL:https://cfany.org/event/4th-annual-performance-and-risk-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Performance & Risk Analytics
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191119T180000
DTEND;TZID=America/New_York:20191119T200000
DTSTAMP:20260620T102609
CREATED:20190911T201636Z
LAST-MODIFIED:20191108T225137Z
UID:52901-1574186400-1574193600@cfany.org
SUMMARY:Fall 2019 Employment Outlook
DESCRIPTION:OverviewJoin the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow. \nAgenda6:00 PM | REGISTRATION & NETWORKING \n\n6:30 PM | OPENING REMARKS \n\nRandall Thomas\, Founding Partner\, Calice Group \n\n\n6:35 PM | KEYNOTE SPEAKER \n\nRoy Cohen\, Career Coach\, Author- Roy Cohen Career Management \n\n\n6:55 PM | PANEL DISCUSSION \n\nModerator \nAlexis DuFresne\, Director\, Whitney Group \nPanelists \nLauren E. Callaghan\, Financial Services\, Asset Management\, Private Equity\, Real Estate Practices\, SpencerStuart \nLisa Steele\, Partner\, BraddockMatthews \nPeter Tannenbaum\, Founder\, Ramax Search\, Inc. \nLaurie Thompson\, Founder\, Willow Hill Advisors \n\n\n7:55 PM |  CLOSING REMARKS \n\nTodd Eklund\, CFA\, CAIA\, Co-Chair for the Alternative Investments Group\, CFA Society New York (CFANY) \n\n\n8:00 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/fall-2019-employment-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event
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DTSTART;TZID=America/New_York:20191120T180000
DTEND;TZID=America/New_York:20191120T210000
DTSTAMP:20260620T102609
CREATED:20190417T171911Z
LAST-MODIFIED:20191120T225122Z
UID:48968-1574272800-1574283600@cfany.org
SUMMARY:Women & Wealth: Discussion with Barbara Stewart\, CFA
DESCRIPTION:OverviewThe financial landscape has been evolving\, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women’s financial goals and risk tolerance are\, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women\, and how they perceive risk in their investment portfolios. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\nStephen Mayrose\, CFA\,CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\n\n6:05 PM | KEYNOTE ADDRESS \n\nBarbara Stewart\, CFA  \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nBarbara Stewart\, CFA  \nPanelists \nAlicia Syrett\, CEO- Pantegrion Capital \nJane Barratt\, CAO\, MX \n\n\n7:30 PM | CLOSING REMARKS \n\nMaggie Wong\, CFA\, Product Specialist\, Principal Global Investors \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nEvent Sponsor
URL:https://cfany.org/event/women-and-wealth-discussion-with-barbara-stewart-cfa/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Private Wealth Management
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DTSTART;TZID=America/New_York:20191122T080000
DTEND;TZID=America/New_York:20191122T170000
DTSTAMP:20260620T102609
CREATED:20190829T210547Z
LAST-MODIFIED:20191127T204059Z
UID:52604-1574409600-1574442000@cfany.org
SUMMARY:ETF Synapse Conference 2019
DESCRIPTION:Sponsored EventThis conference is presented and curated by Nasdaq\, with support from event-host CFA Society New York’s Institutional Asset Management Group. \nOverviewSynapse 2019 brings together the leading minds in the ETF industry from ETF issuers\, market makers\, and exchanges\, to regulators\, industry groups\, journalists and academics\, with the purpose of providing meaningful and timely ETF education. 2019 will go down as an exciting year for ETFs with regulatory announcements approving The ETF Rule and Precidian Activeshares and product innovations such as managed risk funds and ESG. \nThis conference will: \n\nFocus on the key issues and tackling controversial topics within the ETF industry\,\nBring you up to speed and set you up to understand what matters most.\n\nNasdaq global markets reporter Jill Malandrino will be covering the event live and on-site via #TradeTalks. \nAgenda7:30 AM | BREAKFAST & REGISTRATION \n\n8:30 AM | WELCOME REMARKS — CFA SOCIETY NEW YORK \n\nLeo Schmidt\, CFA\, Chief Investment Officer\, River Eddy Capital Management; Chair\, CFANY Institutional Asset Mgmt. Group \n\n\n8:35 AM | WELCOME REMARKS — NASDAQ \n\nTal Cohen\, Executive Vice President and Head of North American Markets\, Nasdaq s  \n\n8:40 AM | GENERAL REMARKS \nGeneral remarks around ETF Industry growth and complexity and the need for better ETF education from the CFA Institute.Important and exciting ETF specific updates to the CFA curriculum and exam. \n\nStephen M. Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director\, Americas\, CFA Institute s \n\n8:55 AM | KEYNOTE—INDUSTRY SPEAKER \n\nRyan Kreger\, CFA\, Sr. ETF Capital Markets Strategist\, Invesco ETFs s  \n\n9:20 AM | OPENING PRESENTATION \nETF industry updates\, fake news and need for better research based education.With the phenomenal growth of the ETF industry\, media and academic attention has spiked along with an increase in factually incorrect and often inflammatory coverage and research that mislead and harm investors. Nasdaq’s chief economist and head of economic research will guide you through a data and chart driven tour to dispel myths and confirm truths. \n\nPhil Mackintosh\, Global Head of Economics & Research and Senior Vice President\, Nasdaq s  \n\n9:45 AM | ACADEMIC AND BUSINESS RESEARCH PAPER REVIEW \nThe format will be structured like a peer review/critique of academic work by business peers. The goal is to demonstrate the rigor of the academic research methods coupled with the insights coming from the business community to make the research more relevant and impactful. \n\nModerator \nSteve Oh\, Head of ETF Listings\, Nasdaq s  \nPanelists \nJohn D. Finnerty\, Ph.D.\, Managing Principal\, Finnerty Economic Consulting\, LLC; Professor of Finance\, Fordham University s  \nJames Winslow\, CFA\, Director\, BlackRock s \nFrancis Rodilosso\, CFA\, Head of Fixed Income ETF Portfolio Management\, VanEck \n\n\n10:30 AM | BREAK \n\n10:45 AM | CURRENT THEMES IN INVESTOR ADOPTION OF ETFs \nCurrent themes in investor adoption of ETFs and how they look at and select ETFs for their portfolios and their influence on how ETF issuer and index providers launch new product innovations.  Also looking for some insights into why great ETF ideas aren’t adopted and sometimes fail. \n\nModerator \nLuke Oliver\, Managing Director\, Head of Index Investing\, Americas\, DWS Investment Management Americas Inc. s  \nPanelists \nStephen Blumenthal\, Executive Chairman & CIO\, CMG Capital Management Group\, Inc. \nMary Ann Bartels\, Bank of America \nRobert J. Hughes\, Head of Nasdaq Investment Solutions\, Nasdaq s  \nRichard Powers\, Head of ETF Product Management\, Vanguard \nSue Thompson\, Head of SPDR Americas Distribution\, EVP\, State Street Global Advisors s  \n\n11:30 AM |  UNDERSTANDING ETF LIQUIDITY \nMarket makers and ETF capital markets specialists will detail what distinguishes ETF liquidity vs single stock and share best practices. \n\nModerator \nEd Coughlin\, Director of Trading Services\, Nasdaq s  \nPanelists \nMatthew Brennan\, Director\, BlackRock s \nGrayson Lipton\, Co-Head of ETF Capital Markets Americas\, Invesco s  \nMark Hoffman\, Ph.D.\, CFA\, Senior Vice President\, Managing Director\, Head of Portfolio Management\, PNC Asset Management Group \nMarc Horowitz\, Senior Member\, ETF Trading Group\, Susquehanna International Group \nDana Martin\, Managing Director\, ETF Trading Solutions\, WallachBeth Capital \n\n\n12:15 PM | LUNCH \n\nSponsored By: \n \n\n\n1:15 PM | KEYNOTE—FIRESIDE “INVESTOR ADVOCACY” \nA discussion on what the ETF industry is doing together with regulators to protect investors faced with navigating a fast growing world of over 2\,200 ETFs and counting. \n\nModerator \nJohn Zecca\, Executive Vice President\, Chief Legal Officer and Chief Regulatory Officer (U.S. markets operated by Nasdaq) s  \nPanelists \nSamara Cohen\, Managing Director\, Co-Head of EII Markets and Investments\, Blackrock s \nS.P. Kothari\, Chief Economist and Director\, Division of Economic and Risk Analysis\, U.S. Securities and Exchange Commission \n\n\n2:00 PM | PANEL—BIGGEST TRENDS IN ETF INVESTING \nETF Industry Pundits address the biggest trends in ETF investing\, covering a range of topics and leaving you with investment ideas to help boost any portfolio. Anything you wish to know about ETFs for your portfolio while learning about things you weren’t expecting. A never before assembled global panel of ETF experts that may not come together again. \n\nModerator \nTom Lydon\, Co-CEO\, ETFtrends.com & ETFdb.com \nPanelists \nEric Balchunas\, Sr.\, Senior ETF Analyst\, Bloomberg Intelligence \nDeborah A. Fuhr\, Managing Partner & Founder\, ETFGI \nMatt Hougan\, Global Head of Research\, Bitwise Asset Management \nBen Johnson\, Director of Global ETF Research\, Morningstar \nElisabeth Kashner\, CFA\, Director of ETF Research\, FactSet s  \nTodd Rosenbluth\, Senior Director of ETF and Mutual Fund Research\, CFRA\, Equity and Fund Research \n\n\n2:50 PM | BREAK \n\n3:00 PM | PANEL—EXPLORING ETF-INDUSTRY PERCEPTIONS \nPanel on how the media\, regulatory bodies\, industry groups and research firms all play important roles in the ETF industry. As ETFs are gaining in popularity and attention\, how these players are keeping pace to provide the data\, research\, insights and regulatory tools of tomorrow. \n\nModerator \nRachel Evans\, Financial Journalist\, Bloomberg \nPanelists \nRochelle Antonewicz\,PhD\, Senior Director of Industry and Financial Analysis\, Investment Company Institute \nJ. Matt DeLesDernier\, Senior Counsel\, SEC Investment Management \nStephen Feinour\, Partner\, Investment Management Group\, Stradley Ronon \nJim Gregory\, Director of Business Development\, ETF Global \nKen Monahan\, Senior Analyst\, Market Structure and Technology\, Greenwich Associates \n\n\n3:45 PM | THROUGH THE ETF CRYSTAL BALL: INTO 2020 AND BEYOND \nThrough the crystal ETF ball into 2020 and beyond. \nLearn more about what is on the horizon for the ETF industry; everything from new user segments\, ESG\, structured strategies and non-transparent ETFs. And yes we will also address the current state of Bitcoin and Crypto ETPs! \n\nModerator \nReginald M. Browne\, Principal\, GTS Securities \nPanelists \nJoe Becker\, FRM\, Director\, Portfolio Strategist\, Milliman Financial Risk Management \nBrandon Clark\, Managing Director\, Product Manager\, ETF Management- Legg Mason \nGabor Gurbacs\, Director\, Digital Asset Strategy\,  VanEck/MVIS \nPaul S. Kim\, CFA\, Managing Director\, ETF Strategy- Principal Global Investors \n\n\n4:30 PM | CLOSING REMARKS \n\nBrandon Neal\, NY Manager of the US Treasury Auction\, Markets Group\, Federal Reserve Bank of New York; Vice-Chair\, CFANY Institutional Asset Mgmt. Group \n\n\n4:35 PM | COCKTAILS & NETWORKING RECEPTION \nEvent Media & Related ContentSponsorship
URL:https://cfany.org/event/nasdaq-and-cfanys-institutional-asset-management-group-present-etf-synapse-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Sponsored Event*
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191125T170000
DTEND;TZID=America/New_York:20191125T200000
DTSTAMP:20260620T102609
CREATED:20190807T185138Z
LAST-MODIFIED:20191125T203520Z
UID:52187-1574701200-1574712000@cfany.org
SUMMARY:CFANY Fourth Annual Global Macro Outlook
DESCRIPTION:OverviewMacroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies\, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition\, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape. \nA distinguished group of investors and research practitioners share their experiences in implementing global macro investing strategies\, and how they aim to produce prudent risk-adjusted returns. \nAgenda5:00 PM | REGISTRATION CHECK IN \n\n5:30 PM | OPENING REMARKS \n\nMark Sullivan\, CFA\, Managing Director and Partner\, Stonehaven\, LLC \n\n\n5:35 PM | ECONOMIST PANEL: GLOBAL ECONOMIC AND MARKET OUTLOOK \n\nModerator \nSubadra Rajappa\, Managing Director\, Head of US Rates Strategy\, Societe Generale \nPanelists \nDaniel Ahn\, Managing Director\, Chief US Economist\, Head of Markets 360 North America\, BNP Paribas \nMichael McDonough\, Chief Economist\, Bloomberg \n \n\n\n6:05 PM |  Q & A \n\n6:15 PM |  BREAK \n\n6:30 PM | MANAGERS’ PANEL: GLOBAL MACRO TRENDS WITHIN THE CONTEXT OF MULTI-ASSET INVESTING \nIntroduced by David Motsonelidze\, CFA\, Director\, Stifel \n\nModerator \n Chris Solarz\, Managing Director\, Cliffwater LLC \nPanelists \nJohn Calvaruso\, Macro/Commodities Strategist\, Goldman Sachs (Investment Management Division) \nJohn Floyd\, Macro Portfolio Manager\,  Record Currency Management  \nTania Reif\, Investment  Manager\, Alphadyne Asset Management  \nRupert Hope\, Portfolio Manager (Multi-Asset)\, Lazard Asset Management \n \nGreg Kaldor\, Macro Strategist\, Phillimore Investments LP \n\n\n7:10 PM | Q & A \n\n7:25 PM | CLOSING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n7:30 PM | REFRESHMENTS & NETWORKING \nAdditional DetailsLearning Outcome Statements \n\nWhat are the key macro trends today?\nWhat are the dominant political and economic forces that speakers foresee impacting markets in the future\nHow is macro strategy implementation changing\nWhy have many macro managers struggled to generate attractive returns over the course of the past few years?\nWhat investment opportunities do the speakers see across commodities\, interest rates\, equities and foreign/crypto exchange?
URL:https://cfany.org/event/fourth-annual-global-macro-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:20191203T180000
DTEND;TZID=America/New_York:20191203T200000
DTSTAMP:20260620T102609
CREATED:20191031T213230Z
LAST-MODIFIED:20191203T183308Z
UID:55431-1575396000-1575403200@cfany.org
SUMMARY:Meet the Board and Nominations Committee Nominees
DESCRIPTION:OverviewCFA Society New York members are invited to join the Board\, Society leadership\, and members of the Nominations Committee as they introduce the 2019 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee\, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees\, as well as interact with CFANY staff and representatives of the current Board. \nCandidate Nominations Board of Directors James Adams\, CFA \nAtit Amin\, CFA \nAndrew Auslander\, CFA\, FRM \nGeorge Lee\, CFA \nBrandon Neal \nDeepika Sharma\, CFA \nSammy Suzuki\, CFA \nMaria Weitzer\, CFA \nNominations Committee Viktoria Baklanova\, CFA\, PRM\, PhD \nJoshua Burrell \nChris Cutler\, CFA \nBob Discolo\, CFA\, CAIA \nRoberto Peralta\, CFA \nAnna Sembos\, PhD\, CFA
URL:https://cfany.org/event/society-leadership-networking-reception/
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:20191204T173000
DTEND;TZID=America/New_York:20191204T201500
DTSTAMP:20260620T102609
CREATED:20191104T230257Z
LAST-MODIFIED:20191204T190231Z
UID:55500-1575480600-1575490500@cfany.org
SUMMARY:2020 Quant Outlook on Value Investing
DESCRIPTION:OverviewCo-hosted by Society of Quantitative Analysts and CFA Society New York. \nHear from a quant perspective on value investing in 2020 from academics and strategists. Alessio de Longis will explore Value’s failure and discuss potential enhancements\, followed by a panel who will take a discerning look forward. \nAgenda5:30 PM | WELCOME AND REGISTRATION \n\n6:00 PM | EXPLAINING THE DEMISE OF VALUE INVESTING \n\nAlessio de Longis\, CFA\, Senior Portfolio Manager\, Invesco s \n \n\n6:45 PM | EXPERT PANEL: WHAT TO EXPECT IN 2020 FOR MARKETS AND VALUE INVESTING? \n\nModerator \nMelanie Petsch\, Lead Data Scientist\, New York Stock Exchange \nPanelists \nEthan Brodie\, Quantitative Trading Strategist\, Bernstein \nTobias Levkovich\, Chief US Equity Strategist\, Citi Research \nMatthew Rothman\, Managing Director\, Goldman Sachs s\n \n\n7:45 PM | COCKTAILS & NETWORKING \n\n8:15 PM | ADJOURN \nAdditional DetailsLearning Outcomes \n\nCan Quants Pronounce Value Dead?\nWhat Quantitative Analysis Says About Value in 2020\n2020 Quant Outlook on Value Investing
URL:https://cfany.org/event/what-to-expect-for-2020-is-value-investing-dead/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,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:20191206T110000
DTEND;TZID=America/New_York:20191206T180000
DTSTAMP:20260620T102609
CREATED:20190204T192755Z
LAST-MODIFIED:20191205T213743Z
UID:46087-1575630000-1575655200@cfany.org
SUMMARY:Emerging Manager Summit
DESCRIPTION:Registration Closed — No Walk-Ins \nLivestream registration will remain open to members only. \nWe apologize for any inconvenience. \nOverviewProfessionals thinking about launching\, getting ready to launch or have recently launched a money management firm should attend this event. Our Panels will discuss issues regarding the development: legal and regulatory\, compliance\, marketing\, capital raising\, administration\, and operational aspects of starting or running a successful money management firm. Capital providers and asset allocators should also attend to discover emerging managers. \nAttendees will learn about the benefits and opportunities of investing in new\, small\, diverse and women owned\, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market\, while networking with key decision-makers of family offices\, endowments\, foundations\, and pension funds. Boutique and New managers will be able to connect and exchange best practice ideas with their peers. \nAsset Owners/Allocators Attend FreeAsset Owner/Allocator status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda11:00 AM | Registration & Check-In \n\n11:30 AM | Introduction & Welcome \n\nAlton Crooks\, CFA – Managing Director\, Fidelis Capital LLC. \n\n\n11:35 AM | First Keynote Address \n\nJD David\, Partner & COO\, Meyler Capital  \n\n\n12:05 PM | First Panel Introduction \n\nAlton Crooks\, CFA – Managing Director\, Fidelis Capital LLC. \n\n\n12:10 PM | First Panel Discussion: How to Successfully Launch a New Fund \n\nModerator \nAdam Zivitofsky\, CFA\, Director\, Crestbridge \n\nPanelists \nJorge  Hendrickson\, Senior Vice President\, Opus Fund Services \nMichael McCuin\, Senior Vice President\, Jefferies Prime Brokerage \nSteven B. Nadel\, Partner\, Seward & Kissel LLP \nJudd Wright\, CPA – Partner at Grant Thorton \n\n\n1:10 PM | BREAK \n\n1:33 PM | Second Keynote Introduction \n\nEvan Katz\, Managing Director\, Crawford Ventures\, Inc.; Director\, Hedge Fund Association \n\n\n1:35 PM | Second Keynote Address \n\nDefina Maluki\, CFA\, Chief Investment Officer at Sagewood Asset Management LLC \n\n\n2:05 PM | Second Panel Introduction \n\nEvan Katz\, Managing Director\, Crawford Ventures\, Inc.; Director\, Hedge Fund Association \n\n\n2:07 PM | Second Panel Discussion: Graduated Emerging Managers from seeding to startup \n\nModerator \nJoanna Horowitz\, CFA\, Corporate Responsibility & Diversity Lead\, Monticello Consulting Group \n\nPanelists \nMichael Jacobs\, CPA\, Founder\, CEO\, Rosh Capital Management LP \nMichelle Kelner\, Co-Founder- Sandglass Capital Management \nJoshua Burrell\, Managing Partner- Activated Capital \nBrett Spector\, Co-Founder\, Managing Director\, CFO\,  T24 Capital LP \n\n\n2:57 PM | BREAK \n\n3:15 PM | Third Keynote Introduction \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n3:20 PM | Third Keynote Address \n\nSheryl Mejia\, CFA\, CPA CA\, Partner\, Mentor-Anchor Program- Decagon Advisors \n\n\n4:00 PM | Third Panel Introduction \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n4:05 PM | Third Panel Discussion: Asset Allocator Forum \n\nModerator \nSandra M. Ackermann-Schaufler\, CFA – Head of International and Emerging Markets Equity & Senior Portfolio Manager at SEI Investments \n\nPanelists \nHerman Laret\, Head of Global Macro/CTA & Multi-Strategy at Titan Advisors \nJuliette Menga\, Investment Director- Alternative Investment Group \nJasmine N. Richards\, CFA\, Senior Investment Director\, Manager Diversity\, Cambridge Associates \nChavon Sutton\, Director\, Diversity & Inclusion – Emerging Manager Strategy\, Office of the New York City Comptroller’s Bureau of Asset Management \n\n\n5:00 PM | Closing Remarks & Networking Catered Reception \n\nAlton Crooks\, CFA – Managing Director\, Fidelis Capital LLC. \nBrett Waikart\, CFA – President & Chairman at Portfolio with Purpose \n\nAdditional DetailsFeatures\, Benefits\, Objectives \nOur event is designed to educate the investment community\, which includes but is not limited to Institutional Investors\, new\, small\, diverse and women owned\, emerging and boutique fund managers on how to start\, manage and grow a money management firm. Investors will learn what to look for in an emerging manager and Emerging Managers will learn how to build their firms to meet the demands of the investment community. \nWhat You Will Learn; Issues concerning emerging manager from seeding to startup \n\nBest Practices for Capital raising\, Marketing and Presentation Development\nHandling Legal\, regulatory\, compliance guidelines\nAllocation and Seeding Opportunities\nInsight on Administration and Operations strategies\nRobinhood Charity Trading Contest\n\nWho Should Attend? \nThis event is for allocators assessing new asset categories to deploy capital\, as well as asset managers that seek to attract and retain assets. Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage. \nLearning Outcomes \n\nUnderstand best practices for starting\, and building an investment management firm of all sizes.\nLearn what are the key drivers and objective criteria for selecting emerging Managers\nGain perspective on what allocators think and how to build your firm to attract allocations
URL:https://cfany.org/event/emerging-manager-summit/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,Business Management,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191209T083000
DTEND;TZID=America/New_York:20191209T120000
DTSTAMP:20260620T102609
CREATED:20190906T204646Z
LAST-MODIFIED:20191202T172638Z
UID:52797-1575880200-1575892800@cfany.org
SUMMARY:Frontier Markets and the BUILD Act
DESCRIPTION:OverviewWith the passage of the BUILD Act in October 2018\, the Overseas Private Investment Corporation (OPIC) will have its investment mandate expanded from $30 billion to $60 billion to invest in private markets in frontier markets of the developing world.  In so doing\, OPIC will transition into the U.S. International Development Finance Corporation (DFC) to bring together the capabilities of OPIC and USAID’s Development Credit Authority.  The DFC and its mandate go into effect October 1\, 2019. \nThis event seeks to provide the details of these developments after two months will have elapsed and working structures are beginning to coalesce.  The questions to be answered are: \n\nWhat is the thinking behind this act and the relevant details?\nWhy should financial firms care about this?  What are the potential benefits?\nWhat partnerships will be available to work with the DFC?\nIs the DFC now a distribution channel for originated dealflow?  If so\, what types and the criteria?\nWith the steady high GDP growth in many frontier market countries\, where are the bright spots\, promising sectors\, emerging middle class\, etc.?\n\nAttendees will come away with a better understanding of relevant developments particularly germane to family offices and private equity/debt firms. \nAgenda8:30 AM | REGISTRATION & NETWORKING \n\n9:15 AM | OPENING REMARKS \n\nJay Collins\, Vice Chairman of Investment and Corporate Bank\, Citi \n\n\n9:30 AM | FIRESIDE CHAT \n\nWade Warren\, Chief Strategy Officer\, International Development- Deloitte Consulting \nRob Mosbacher\, Jr.\, former Head of OPIC \n\n\n10:15 AM | PANEL DISCUSSION \n\nModerator \nSteven Grin\, Managing Partner at Lateral Capital \nPanelists \nJustin DeAngelis\, Partner in the International Power Fund\, Denham Capital \nKenneth Hansen\, Partner (Project Finance)\, Norton Rose Fulbright LLP \nIsaiah Schulze\, CFA\, Managing Director\, Cerberus Capital Management \n\n\n11:20 AM |  Q & A \n\n11:30 AM | NETWORKING & RECEPTION \nAdditional DetailsLearning Outcomes \n\nNew opportunities in emerging markets due to government policy changes\nHow to work with a new government agency for project funding\nOpportunities for private equity\, private debt\, venture capital\, and family offices\n \n\nAdditional Thanks to Our Event Partner:Society for International Development \nWashington Chapter
URL:https://cfany.org/event/frontier-markets-and-the-build-act/
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:20191212T170000
DTEND;TZID=America/New_York:20191212T190000
DTSTAMP:20260620T102609
CREATED:20190909T221556Z
LAST-MODIFIED:20191212T174046Z
UID:52833-1576170000-1576177200@cfany.org
SUMMARY:Dancing Elephants: Can China and the U.S. Create Long-Term Global Stability?
DESCRIPTION:OverviewOur modern global economy has grown and been driven by a strategic understanding between the United States and China. The latter now challenges the former for regional hegemony and global influence. \nIn an unprecedented era of Tweets\, 24/7 news flow\, and strong leaders on both sides of the globe\, markets crave direction in this high-stakes game of trade and geopolitics. \nWe will explore outcomes and probabilities in the trade negotiations\, and discuss worst-case scenarios and how they might affect global capital markets. We will also discuss the long-term ramifications of success and failure. \nAgenda5:00 PM | REGISTRATION & CHECK-IN \n\n5:30 PM | OPENING REMARKS \n\nMary Wadsworth Darby\, Chief Representative- CKGSB Americas \n\n\n5:35 PM | PANEL DISCUSSION \n\nModerator \nWilliam Foster\, Vice President- Senior Credit Officer\, Sovereign Risk Group\, Moody’s Investors Service \nPanelists \nHenry (Huining) Cao\, Professor of Finance and Chair of Finance Department\, Cheung Kong Graduate School of Business \nDavid Denoon\, Ph.D.\, Professor of Politics & Economics and Director\, NYU Center on U.S.-China Relations\, NYU \nVinay Pande\, CIO Global Wealth Management\, Head CIO Trading Strategies\, UBS \n\n\n6:30 PM |  Q&A \n\n6:55 PM |  CLOSING REMARKS \n\nMartin Pomp\, CFA \n\n\n7:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nExplore multiple outcomes of a trade agreement (or trade war)\,\nDiscuss the ramifications of each scenario on trade\, global GDP\, and capital markets\, and\nReview how investors can shed prepare portfolios for further uncertainty\, and also position to benefit from different outcomes.
URL:https://cfany.org/event/game-theory-scenarios-risks-and-outcomes-of-china-u-s-trade-instability/
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:20191216T173000
DTEND;TZID=America/New_York:20191216T200000
DTSTAMP:20260620T102609
CREATED:20190513T231500Z
LAST-MODIFIED:20191216T155452Z
UID:49745-1576517400-1576526400@cfany.org
SUMMARY:The Search for Returns: Niche Investment Strategies
DESCRIPTION:OverviewNiche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or any traditional set of parameters. It requires unique expertise and sophistication to be pursed\, managed and evaluated. It’s likely to involve investments with complexities that make it more difficult to understand\, or that run counter to traditional norms/trends and are often private and relatively illiquid; and therein lie the opportunities. Investments lacking traditional mainstream appeal are likely to provide premiums for those capable of—and willing to—handle the eccentricities. Private equity\, prior to its eventual boom in popularity evident today\, provides one such historic example. \nToday\, the most sophisticated investors are allocating assets in unique\, non-traditional ways. \nThis conference will introduce you to experts across a variety of niche investments\, who will speak to and discuss their respective investment specialties\, and reinforce the case for “thinking outside the box” when considering how best to generate return premiums. \nAgenda5:30 PM |REGISTRATION & CHECK-IN \n\n6:00 PM |INTRODUCTION & WELCOMING REMARKS \n\nWilliam Enright\, CFA\, Director of Sales and Marketing at Gore Range Capital \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nNeil Hohmann\, Ph.D.\, Head of Structured Products and a portfolio manager for BBH Investment Management \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nNeil Hohmann\, Ph.D.\, Head of Structured Products and a portfolio manager for BBH Investment Management \nPanelists \nJames D. Lavelle\, CFA\, Partner- Orthogon Partners Investment Management LLC \nJavier Lumbreras\, CEO\, Artemundi \nMaximilian F. Niederste-Ostholt\, Co-Founder & Chief Financial Officer\, Rally Road  \nJennifer Williams-Bulkeley\, Founder- Vinolytics \n\n\n7:25 PM |  Q & A \n\n7:35 PM | CLOSING REMARKS & NETWORKING RECEPTION \n\nKris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society of New York \n\nAdditional DetailsLearning Outcomes \n\nWhy to invest in Niche Strategies\nHow Niche Strategies generate return premiums\nWho are the Niche Strategy investors
URL:https://cfany.org/event/the-search-for-returns-niche-investment-strategies/
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:20200115T171500
DTEND;TZID=America/New_York:20200115T181500
DTSTAMP:20260620T102609
CREATED:20191119T060008Z
LAST-MODIFIED:20191216T203320Z
UID:56107-1579108500-1579112100@cfany.org
SUMMARY:2020 Annual Meeting
DESCRIPTION:Overview\nThe Annual Meeting of members will serve to officially elect candidates to the 2020 Board of Directors and confirm appointees to the Nominations Committee. \n\n\nVoting is authorized constitutionally under CFANY bylaws (see Article III\, Section 3.10); eligible CFANY members unable to attend are permitted to vote by proxy (Section 3.9). Members voting by proxy can cast ballots electronically. \n\nAgenda5:15 PM | Registration & Check-In \n\n5:30 PM | Overview of CFANY’s FY 2019 Financials & Membership Status \n\n5:45 PM | ELECTIONS AND APPOINTMENTS \n\n1) Election of four Directors at Large to the CFANY Board of Directors (“Directors”)\n2) Election of appointees to the 2019 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n\n6:15 PM | ADJOURN
URL:https://cfany.org/event/2020-annual-meeting/
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:20200115T181500
DTEND;TZID=America/New_York:20200115T200000
DTSTAMP:20260620T102609
CREATED:20191213T175012Z
LAST-MODIFIED:20191216T203544Z
UID:57337-1579112100-1579118400@cfany.org
SUMMARY:2020 Kickoff Awards Ceremony
DESCRIPTION:The Evening Will Consist Of\nThe evening consists of a Recap of the 2020 Annual Meeting\, the CFA Society New York Volunteer Award Ceremony\, and a 2020 Kickoff Party. \nAward History20182017201620152014
URL:https://cfany.org/event/2020-kickoff-awards-ceremony/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200116T083000
DTEND;TZID=America/New_York:20200116T173000
DTSTAMP:20260620T102609
CREATED:20191119T055146Z
LAST-MODIFIED:20200115T162652Z
UID:56105-1579163400-1579195800@cfany.org
SUMMARY:Data Science in Finance: From Theory to Practice
DESCRIPTION:OverviewHear from academics and practitioners on how data science techniques can be used in your investment process. Topics include: using machine learning for stock selection and for risk forecasting\, machine learning explainability\, predicting returns using textual analysis of news articles\, measuring the state of the economy by analyzing business news\, using loan applications to predict loan defaults. \nAgenda8:30 AM | REGISTRATION & CHECK-IN \n\n9:00 AM | MACHINE LEARNING FOR STOCK SELECTION \n\nKeywan Rasekhschaffe\, Gresham Investment Management \n\n\n10:00 AM | MACHINE LEARNING FOR RISK FORECASTING \n\nYuriy Bodjov\, CFA\, TD Asset Management \n\n\n11:00 AM | BREAK \n\n11:15 AM | THE INTUITIVE APPEAL OF EXPLAINABLE MACHINES \n\nSolon Barocas\, Cornell University\, Microsoft Research \n\n\n12:15 PM | LUNCH \n\n1:15 PM |  WHEN WORDS SWEAT: IDENTIFYING SIGNALS FOR LOAN DEFAULT IN THE TEXT OF LOAN APPLICATIONS \n\nOded Netzer\, Columbia Business School \n\n\n2:15 PM | BREAK \n\n2:30 PM | PREDICTING RETURNS WITH TEXT DATA \n\nZheng (Tracey) Ke\, Harvard University \n\n\n3:30 PM | THE STRUCTURE OF ECONOMIC NEWS \n\nBryan Kelly\, Ph.D.\, Yale School of Management\, AQR \n\n\n4:30 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/data-science-in-finance-from-theory-to-practice/
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:20200122T173000
DTEND;TZID=America/New_York:20200122T200000
DTSTAMP:20260620T102609
CREATED:20191218T163056Z
LAST-MODIFIED:20200122T232937Z
UID:57538-1579714200-1579723200@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:OverviewThis event is a chance to hear a panel of distinguished buy side strategists\, PMs and CIOs discuss and debate their outlooks for the markets. In addition\, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves\, economic & geopolitical outlooks and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFA New York member to evaluate. This event is a chance to hear buy-side strategists\, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should consider in forming their views about where to place capital and how to put it to work. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nVincent Simmons\, CFA\, Senior Credit Trader\, Commerzbank AG \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\, CFA\, Institutional Director – Schroders \n\nPanel \nLauren Goodwin\, CFA\, Economist and Director of Portfolio Strategy – New York Life Investments \nShamaila Khan\, Director\, Emerging Markets – AllianceBernstein \nCameron Crise\, Macro Strategist – Bloomberg \nKewjin Yuoh\, Portfolio Manager – Lord Abbett \nJudah Gross\, Director\, Leveraged Finance – Fitch Ratings \n\n\n7:20 PM | Q & A \n\n7:30 PM |  CLOSING REMARKS \n\nBrandon Neal\, NY Manager of the US Treasury Auction\, Markets Group – Federal Reserve Bank of New York \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nMarket Valuations relative and absolute\nStrategies for negotiating market volatility\nEconomic forecast and posture\nBlack Swans
URL:https://cfany.org/event/new-year-market-outlook-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200123T173000
DTEND;TZID=America/New_York:20200123T200000
DTSTAMP:20260620T102609
CREATED:20191022T222103Z
LAST-MODIFIED:20200123T230237Z
UID:55068-1579800600-1579809600@cfany.org
SUMMARY:5th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewEven though we’re no longer in a Zero Interest Rate Policy environment\, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums\, targeted spreads and profitability. Add to the mix\, negative to low interest rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. At CFA Society New York’s 5th Annual Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2020 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \nAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\nRobert Rowan\, Director of Asset Owner Series™\, CFA Society New York \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nJoseph Zidle\, Chief Investment Strategist\, Blackstone \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nLeena Punjabi\, CFA\, Vice President of Asset Management\, Fidelity and Guaranty Life \nPanelists \nLisa Longino\, CFA\, Managing Director\, Head of Portfolio Strategy\, Prudential s  \nMichael Meng\, CFA\, VP\, Head of Investments\, Legal & General America \nFederico Rodriguez\, CFA\,  Global Head of Fixed Income\, QBE Insurance \nTimothy “Chip” Stevens\, Senior Managing Director and Global Head of Macro Investment Strategy\, Quantitative Research and Trading\, Aflac’s Global Investments Division \n\n\n8:00 PM |  CLOSING REMARKS \n\nJoel S. Salomon\, CFA\, FSA\, Principal Content Manager\, FactSet Research Systems\, Inc. \n\n\n8:05 PM | NETWORKING & CATERED RECEPTION \n\nSponsored By:
URL:https://cfany.org/event/5th-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200130T183000
DTEND;TZID=America/New_York:20200130T203000
DTSTAMP:20260620T102609
CREATED:20191120T044208Z
LAST-MODIFIED:20200123T232426Z
UID:56364-1580409000-1580416200@cfany.org
SUMMARY:Wealth Management for Millennials
DESCRIPTION:OverviewOver the coming years\, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. \nContinuing with our series focused on millennials\, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”. \nThis event will help educate millennials on wealth management concepts to grow their nest egg and strategies available that will set them up for financial success. \nAttendees will learn strategies to lower their tax bill\, increase their wealth and protect their assets. \nAgenda6:00 PM | REGISTRATION & CHECK-IN \n\n6:30 PM | OPENING REMARKS \n\nMichael Sicari\, CFA\, Associate – Houlihan Lokey’s Financial Advisory Services \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nBrenna McLoughlin\, CFP\, Financial Advisor – Wealthstream Advisors \n\nPanelists \nElizabeth A. Sullivan\, CFP\, CPWA\, Wealth Management Advisor\, Partner\, The Mann Sullivan Group – Merrill Lynch \nMorgen Rochard\, CFA\, CFP\, Owner – Origin Wealth Advisers LLC \nBrent Weiss\, Chief Evangelist – Facet Wealth \n\n\n7:10 PM |  Q & A \n\n7:30 PM | CLOSING REMARKS \n\nBrant Cavagnaro\, CFA\, CFP\, Financial Advisor – Wealthstream Advisors \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat should you consider prior to investing?\nWhat tax advantages are available to Millennials?\nWhat other planning opportunities should you consider?
URL:https://cfany.org/event/ho-wmillennials-should-choose-a-financial-advisor/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Private Wealth Management,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200206T173000
DTEND;TZID=America/New_York:20200206T200000
DTSTAMP:20260620T102609
CREATED:20190816T165539Z
LAST-MODIFIED:20200206T164412Z
UID:52292-1581010200-1581019200@cfany.org
SUMMARY:4th Annual Endowment & Foundation CIO Roundtable
DESCRIPTION:4th Annual Endowment and Foundation Chief Investment Officer Roundtable\n  \n  \n    Thursday\, February 6\n  \nSOLD OUT\nRegistration Closed | No Walk-Ins \n4th Annual Endowment and Foundation CIO Roundtable has reached capacity\, and registration is now closed. No walk-ins will be admitted. \nOverviewThe 4th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in best practices in investment strategy\, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors. \nAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | INTRODUCTION \n\nRobert Discolo\, CFA\, CAIA\, Chief Executive Officer and Chief Investment Officer – River Partners Family Office \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nMark Anson\, Chief Executive Officer and Chief Investment Officer – Commonfund \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nDaniel Fridson\, Family Member\, Fridson Family Foundation \n\nPanelists \nDennis Chu\, IC Member – Ford Family Foundation \nEllen Ellison\, Chief Investment Officer – University of Illinois Foundation \nTexas Hemmaplardh\, CFA\, Partner – Pavilion \nMeena Lakshman\, CFA\, Director Investments\, Helmsley Charitable Trust \n\n\n7:30 PM | CLOSING REMARKS \n\nThomas Brigandi\, CFA\, Chairman Emeritus\, CFA Society New York Asset Owner Series; Treasurer\, Macaulay Honors College Foundation \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/4th-annual-endowment-foundation-cio-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200213T143000
DTEND;TZID=America/New_York:20200213T190000
DTSTAMP:20260620T102609
CREATED:20191120T050451Z
LAST-MODIFIED:20200212T231040Z
UID:56371-1581604200-1581620400@cfany.org
SUMMARY:Distressed Credit 2020 - Finding Gain in Turmoil and Pain
DESCRIPTION:OverviewInvestors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come. \nAs the economic cycle progresses\, the next recession draws inevitably closer.  The next downturn in the credit cycle will open the door for distressed investors to do what they do best\, find opportunity in that trouble. \nThe fortunes for distressed credit and restructuring funds are generally counter-cyclical to the broader economy.  Onset of economic weakness or some other igniter creates increased investment opportunities. \nAdverse conditions can create a favorable set of opportunities for distressed investors\, with bargain prices for attractive assets after a market dislocation. \nAgenda2:30 PM | REGISTRATION & CHECK IN \n\n3:00 PM | INTRODUCTION & WELCOME \n\nJonathan Prin\, CFA\, Chair of the Board of Directors\, CFA Society New York \n\n\n3:05 PM | KEYNOTE SPEAKER \nIntroduced by Kris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society New York \n\nSteve Tesoriere\, Managing Director and Co-Portfolio Manager\, Oaktree Capital \n\n\n3:35 PM | Q & A \n\n3:40 PM | FUNDAMENTALS OF DISTRESSED DEBT AS AN ASSET CLASS \nIntroduced by Jonathan Dong\, Vice Chair\, Alternative Investments Group \n\nModerator \nAndrew M. Thau\, Legal Analyst\, Whitebox Advisors LLC \n\nPanelists \nSteven Karpel\, CFA\, Managing Director\, BlackRock   \nChristopher Lahoud\, Partner\, Apollo \nMayur Lakhani\, Portfolio Manager\, Lord Abbett   \nKyle Owusu\, Senior Distressed Debt Analyst\, Reorg Americas \nJohn Slater\, Former Lead Partner\, Credit\, Paulson & Co. Inc. \n\n\n4:30 PM | KEYNOTE FIRESIDE CHAT \nIntroduced by Kris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society New York \n\nInterviewer \nMarcelo Delmar\, Founder and Managing Partner\, Mens Sana Adisors \nHans Humes\, Chairman\, Chief Executive Office & Chief Investment Officer\, Greylock Capital Management\, LLC  \n\n5:05 PM | Q & A \n\n5:15 PM | BREAK \n\n5:30 PM | KEYNOTE SPEAKER II \nIntroduced by Anna Sembos\, CFA\, Ph.D.\, Co-Chair\, Alternative Investments Group \n\nMarti Murray\, CVA\, Principal\, The Brattle Group \n\n\n6:05 PM | Q & A \n\n6:10 PM | BANKRUPTCY\, WORKOUTS\, & RESTRUCTURING DYNAMICS \nIntroduced by David Motsonelidze\, CFA\, Vice Chair\, Alternative Investments Group \n\nModerator \nJohn Bringardner\, Global Legal Editor\, Debtwire \n\nPanelists \nJosh Abramson\, Managing Director\, PJT Partners LP \nMichael Addeo\, CFA\, Principal\, Head of Restructuring\, GSO Capital Partners / Blackstone \nJesse DelConte\, Director\, AlixPartners \nSurbhi Gupta\, Managing Director\, Financial Restructuring Group\, Houlihan Lokey  \nNatasha Labovitz\, Partner & Co-Chair\, Debevoise’s Restructuring Group \n\n\n7:00 PM | CLOSING REMARKS & NETWORKING CATERED RECEPTION \n\n Anna Sembos\, CFA\, Ph.D.\, Co-Chair\, Alternative Investments Group \n\nAdditional DetailsLearning Outcomes \n\nUnderstand how investors extract rewarding opportunities from circumstances of turmoil\, distress\, or turnaround situations.\nLearn the fundamental methods that underpin distressed debt. Discover common characteristics and approaches of some of the most successful investors in the distressed debt arena.\nAppreciate bankruptcy and restructuring dynamics used by distressed investors to turn troubled companies into attractive assets
URL:https://cfany.org/event/distressed-credit-2020-finding-gain-in-turmoil-and-pain/
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:20200227T130000
DTEND;TZID=America/New_York:20200227T150000
DTSTAMP:20260620T102609
CREATED:20200130T201616Z
LAST-MODIFIED:20200224T192721Z
UID:58297-1582808400-1582815600@cfany.org
SUMMARY:What's New in Accounting
DESCRIPTION:OverviewLivestream Only Event \nThe event will start with FASB Keynote speaker on an overview of pronouncements and their impacts as well as FASB future plan and initiatives\, followed by accounting professionals on the company’s adoption of the pronouncements and the trends. Afterwards\, we will have investment professionals on the impacts of the new accounting standards and audit standards on company’s financial statements and what investors should pay attention to as well as SEC specialist on New SEC compliance guidance and developments: company-focused. \nAgenda1:00 PM | OPENING REMARKS \n\n1:05 PM | KEYNOTE SPEAKER \n\nGary R. Buesser\, CFA\, Board Member – Financial Accounting Standards Board (FASB) \n\n\n1:30 PM | Q&A \n\n1:40 PM | PANEL DISCUSSION \n\nModerator \nPJ Patel\, CFA\, ASA\, Co-CEO\, Senior Managing Director\, Valuation Research Corporation \nPanelists \nGary R. Buesser\, CFA\, Board Member\, Financial Accounting Standards Board (FASB) \nPranav Ghai\, Co-founder & CEO\, Calcbench Inc. \nDan Harper\, CPA\, Senior Manager\, Deloitte & Touche LLP \nJeeho M. Lee\, JD\, Partner\, O’Melveny \nKaushal Majmudar\, CFA\, CEO\,Ridgewood Investments \nMichael Scheper\, CPA\, Managing\, Accounting & Reporting Services\, Deloitte & Touche LLP \n\n\n2:30 PM | Q&A \n\n2:45 PM |  CLOSING REMARKS \n\n2:50 PM | ADJOURN \nAdditional DetailsLearning Outcomes \n\nOverview of new accounting standards effective in 2019 and 2020 financial reporting periods\nNewly announced . effective SEC reporting issues or PCAOB requirements\nProxy season and other regulatory developments\nTax and other new developments
URL:https://cfany.org/event/whats-new-in-accounting/
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:20200326T180000
DTEND;TZID=America/New_York:20200326T200000
DTSTAMP:20260620T102609
CREATED:20191120T053407Z
LAST-MODIFIED:20200320T155514Z
UID:56378-1585245600-1585252800@cfany.org
SUMMARY:[POSTPONED] Young Leaders Group Career Fair
DESCRIPTION:POSTPONEDThis event has been postponed.\n A new date will be determined and announced as soon as possible. \nSOLD OUT\nRegistration Closed | No Walk-Ins \nYoung Leaders Group Career Fair has reached capacity\, and registration is now closed. No walk-ins will be admitted. We apologize for any inconvenience. \nOverviewJoin us for an evening of learning\, networking\, and meeting currently hiring employers across financial services! \nCFA Society New York\, in partnership with the Young Leaders Group\, is pleased to present the inaugural 2020 Career Development Expo and Job Fair. Currently hiring employers will be in attendance to meet with members and share their current opportunities! Get a chance to grow your network by speaking directly with a range of firms looking to onboard CFA level talent. Attendance will be limited to the first [200] members\, so sign up now to save your spot. \nThe Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area. The event will primarily cater to members with 5-15 years of experience who are seeking entry- and mid-level roles. Companies in attendance will represent a cross-section of the financial services industry; including sell-side\, buy-side\, fintechs\, service providers\, and more. This should be a great opportunity for attendees to network and gather information on potential career paths in a semi-formal setting. \nDon’t wait to register only 200 spots available. \nAgenda6:00 PM | REGISTRATION & CHECK-IN \n\n6:30 PM | OPENING REMARKS \n\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n\n6:35 PM | JOB FAIR & NETWORKING \nAdditional DetailsLearning Outcomes \n\nGain access to a diverse pool of millennial aged (21 – 35 years of age) CFA charterholder talent\nParticipate in a forum designed to advance a company’s brand and value proposition\nNetwork with young professionals interested in building careers in financial services\n\nParticipating Companies
URL:https://cfany.org/event/young-leaders-group-career-fair/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201118T170000
DTEND;TZID=America/New_York:20201118T183000
DTSTAMP:20260620T102610
CREATED:20191217T201101Z
LAST-MODIFIED:20201118T231223Z
UID:57515-1605718800-1605724200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-47/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Committee Meeting,Free for Members,Interest Group Meetings,Investment Professional Employment Outlook Series,Toastmasters
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:20211208T180000
DTEND;TZID=America/New_York:20211208T204500
DTSTAMP:20260620T102610
CREATED:20210908T183255Z
LAST-MODIFIED:20221102T204130Z
UID:69815-1638986400-1638996300@cfany.org
SUMMARY:6th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewSee Conference GalleryAn Asset Owner Series™ Event \nThis roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums\, low interest rates\, emerging market political headwinds\, global growth concerns and ongoing volatility spikes when you participate in this conference. \nTopics covered in presentations will include manager search and selection\, the increased impact of changing public policy in emerging markets\, and investment officers’ broader outlook in the face of these global investment pressures. \n×Registration\, Fees\, PricingAttend / Livestream \nMembers: $75 ($10 for Livestream)\nNonmembers: $150 ($40 for Livestream) \nRegister »\n\nAsset Owners \nAttend FREE — just verify your status as an Asset Owner by filling out our brief request form and\, once verified\, receive your complimentary admission.CloseAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | KEYNOTE \n\nAshish Dafria\, CFA\, CIO\, Aviva \n\n\n6:30 PM |  PANEL DISCUSSION \n\nModerator \nStewart Foley\, CFA\, Managing Partner and Editor-In-Chief\, Insurance AUM Journal \n\nPanelists \nBill Poutsiaka\, Founder\, Enterprise Driven Investing\, LLC; Former Chief Investment Officer & SVP\, AIG Property Casualty \nSusan Chung\, Senior Vice President and Chief Investment Officer\, Amica Mutual Insurance Company \nGeoffrey Cornell\, CFA\, Senior Vice President & Chief Investment Officer\, AIG Life & Retirement\, American International Group\, Inc. \nAshish Dafria\, CFA\, CIO\, Aviva \nMing Zhang\, Chief Investment Officer\, SiriusPoint \n\n\n7:55 PM | CLOSING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder and Chair Emeritus\, CFA Society New York Asset Owner Series \n\n\n8:00 PM | NETWORKING RECEPTION (In-Person Only; Concluding at 8:45 PM) \n\nFor our in-person attendees\, a networking reception will be held\, following the event’s closing remarks\, and conclude at 8:45 PM. \n\nAdditional DetailsAreas of Focus \n\nUnderstand strategic global asset allocation decisions\nExplore the manager search and selection process\nDiscuss public policy impact on investments in emerging market\n\nConference Sponsors
URL:https://cfany.org/event/6th-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220331T173000
DTEND;TZID=America/New_York:20220331T200000
DTSTAMP:20260620T102610
CREATED:20220215T193757Z
LAST-MODIFIED:20230907T184441Z
UID:72141-1648747800-1648756800@cfany.org
SUMMARY:Women in Alternatives
DESCRIPTION:OverviewJoin CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing. \nThe 2021 Preqin Impact Report on Women in Alternative Assets found that at the close of 2020\, just over 20% of the alternative investment industry’s employees were female\, with a slim 12% holding a senior-ranked position. As the industry continues to evolve and the COVID-19 pandemic winds down\, new opportunities have emerged to support the advancement and development of female leaders. This conversation will centre on the importance of gender diversity in the alternatives industry and explore new ways to tackle gender equality challenges. \nRaise the profiles of women in alternative investments today and help drive the conversation on how to boost representation in this part of the financial industry when you attend this event. \n×Registration\, Fees\, PricingAttend / Livestream \nMembers: $40 ($10 for Livestream)\nNonmembers: $95 ($40 for Livestream) \nRegister »CloseAgenda5:00 PM | REGISTRATION CHECK-IN \n(Walk-Ins will not be accepted.) \n\n5:30 PM | OPENING REMARKS \n\nAnne Anquillare\, Head of US Fund Services\, PEF Services\, a CSC company \n\n\n5:35 PM | KEYNOTE SPEAKER \nIntroduced by Maggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank\, Co-Chair of Diversity and Inclusion Forum\, CFA Society of New York \n\nRobyn Hatcher\, Founder and Owner\, SpeakETC.\, Managing Partner\, Practice Management Consultants\, LLC \n\n\n6:05 PM | BREAK \n\n6:10 PM | PANEL DISCUSSION \nIntroduced by Maggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank\, Co-Chair of Diversity and Inclusion Forum\, CFA Society of New York \n\nModerator \nPetya Nikolova\, Head of Infrastructure Investments\, NYCRS \nPanelists \nMariah Gratz\, CEO\, Weyland Ventures \nSheryl Mejia\, CFA\, CPA CA\, Managing Director\, Steward Asset Management \nJustin Pollack\, Managing Director\, PineBridge Investments \nNadya Prashad\, Director\, Investor Relations\, Capital Fund Management \n\n\n6:55 PM | CLOSING REMARKS \n\nMaggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank\, Co-Chair of Diversity and Inclusion Forum\, CFA Society of New York \n\n\n7:00 PM | NETWORKING & CATERED RECEPTION \nFor our in-person attendees\, a networking reception will be held\, following the event’s closing remarks\, and conclude at 8:00 PM.  \nAdditional DetailsLearning Outcomes \n\nUnderstand the importance of gender diversity in the alternatives industry\nDiscuss how asset owners/managers can support the advancement and development of female leaders\nLearn from speakers’ experiences and perspectives on future opportunities and challenges within the industry\nIdentify new ways to address gender equality challenges within a variety of profession(s)
URL:https://cfany.org/event/women-in-alternatives/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,Diversity & Inclusion Forum,Virtual Events & Programming,Young Leaders
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T180000
DTEND;TZID=America/New_York:20220414T190000
DTSTAMP:20260620T102610
CREATED:20220110T214403Z
LAST-MODIFIED:20220321T182241Z
UID:71588-1649959200-1649962800@cfany.org
SUMMARY:CFA Society New York Book Club Billion Dollar Loser: The Epic Rise and Fall of Adam Neumann and WeWork
DESCRIPTION:OverviewHYBRID EVENT \nAttend In-Person or Virtually \nThe 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: Billion Dollar Loser: The Epic Rise and Fall of Adam Neumann and WeWork\nAuthor: Reeves Wiedeman
URL:https://cfany.org/event/cfa-society-new-york-book-club-billion-dollar-loser-the-epic-rise-and-fall-of-adam-neumann-and-wework/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Conference / Seminar,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220523T143000
DTEND;TZID=America/New_York:20220523T160000
DTSTAMP:20260620T102610
CREATED:20220318T112033Z
LAST-MODIFIED:20220318T112033Z
UID:72725-1653316200-1653321600@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\n\n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-12/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220613T080000
DTEND;TZID=America/New_York:20220617T170000
DTSTAMP:20260620T102610
CREATED:20220408T172828Z
LAST-MODIFIED:20230907T171756Z
UID:72989-1655107200-1655485200@cfany.org
SUMMARY:Ben Graham IX Annual Conference
DESCRIPTION:OverviewA 5-Day Virtual Conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nOptional in-person “Networking Reception”—occurring Thursday\, June 16—available with virtual conference ticket purchase. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational events. \n×Registration\, Fees\, Pricing\n\nVirtual Conference Bundle**\nMembers: $40 | Nonmembers: $160\n\n\nSingle-Day Ticket**\nMembers: $10 | Nonmembers: $50\n\n\nNetworking Reception Add-On*\nMembers: $30 | Nonmembers: $100\n\n\n\n\nRegister Now \n\n\n*Registration for at least one virtual conference day required.\n**Networking Reception ticket purchased separately\n\nCloseAgendaDay 1Day 2Day 3Day 4Day 5Day 1\nMONDAY\, JUNE 13 – U.S. VALUE INVESTING\n\n11:00 AM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Board of Directors\, CFA Society New York \n\n11:03 AM | FORDHAM OPENING REMARKS \nJames Russell Kelly\, Director\, The Gabelli Center for Global Security Analysis \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction: Joseph Cordi\, CFA\, Senior Research Analyst\, Impax Asset Management \nDavid Einhorn\, President\, Greenlight Capital\, Inc. \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — U.S. VALUE MANAGER \nModerator \nJeremy C. Miller\, Executive Director\, J.P. Morgan Asset Management \nPanelists \nJohn Buckingham\, Principal\, Portfolio Manager\, Kovitz\, Editor\, The Prudent Speculator \nBen Silver\, Principal and Portfolio Manager\, Pzena Investment Management\, LLC \nMiles Lewis\, CFA\, Portfolio Manager\, Principal\, Royce Investment Partners \nHimayani Puri\, Senior Managing Director\, Director of Research\, Portfolio Manager\, First Manhattan Co. \nMacrae (Mac) Sykes\, Portfolio Manager\, Gabelli Equity Trust \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nPaul Cprek\, CFA\, Director of Account Management\, Earnest Research \nDay 2\ntuesday\, JUNE 14 – international VALUE INVESTING\n\n11:00 AM | OPENING REMARKS \nMichael Chang\, CFA\, Senior Analyst\, Sycale Advisors \n\n11:05 AM | KEYNOTE PRESENTATION \nAlessandro Valentini\, Director and Fundamental Portfolio Manager\, Causeway Capital Management LLC \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER \nModerator \nPeter Nichols\, CEO\, Berenberg Capital Markets \nPanelists \nGrady Burkett\, CFA\, Portfolio Manager\, Diamond Hill \nAndrew Ewert\, Analyst\, Tweedy Browne \nDan Geary\, CFA\, Partner\, Public Equities\, Samson Investment Partners \nDavid E. Marcus\, Co-founder\, Chief Executive Officer and Chief Investment Officer\, Evermore Global Advisors\, LLC \nBrad Radin\, CFA\, Head of International Equities & Portfolio Manager\, Nicola Wealth \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nAnita Hlibczuk\, CFA \nDay 3\nWEDNESDAY\, JUNE 15 – LONG/SHORT\n\n11:00 AM | OPENING REMARKS \nWilliam Lin\, CFA\, Investment Banking Associate\, Wells Fargo Securities \n\n11:05 AM | KEYNOTE PRESENTATION \nBarbara Ann Bernard\, Founder\, CEO/CIO\, Wincrest Capital \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — LONG/SHORT \nModerator \nFrank Burke\, CFA\, CAIA\, Chief Investment Officer\, PPB Capital Partners \nPanelists \nDavid Atterbury\, Portfolio Manager\, Whetstone Capital Advisors\, LLC \nBen Axler\, CIO and Founder\, Spruce Point Capital Management \nCharles Lemonides\, CFA\, Chief Investment Officer\, ValueWorks LLC \nNate Palmer\, CFA\, CPA\, Portfolio Manager\, Diamond Hill \nMark B. Spiegel\, Managing Member & Portfolio Manager\, Stanphyl Capital Partners \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nWilliam Lin\, CFA\, Investment Banking Associate\, Wells Fargo Securities \nDay 4\nTHURSDAY\, JUNE 16 – CHINA\n\n11:00 AM | OPENING REMARKS \nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Volunteer\, Value Investing Group\, CFA Society New York \n\n11:05 AM | KEYNOTE PRESENTATION \nRuchir Sharma\, Chairman\, Rockefeller International\, Chief Investment Officer\, Breakout Capital \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — CHINA \nModerator \nTucker Scott\, CFA\, Founder & Portfolio Manager\, Bergen Park Capital \nPanelists \nLouis Lau\, CFA\, Director\, Investments\, Brandes Investment Partners \nGene Ma\, Head of China Research\, Institute for International Research \nWinston Ma\, CFA\, Adjunct Professor\, New York University\, School of Law \nAndy Rothman\, Investment Strategist\, Matthews Asia \nAdam Schwartz\, Portfolio Manager\, First Manhattan Co. \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Volunteer\, Value Investing Group\, CFA Society New York \nDay 5\nFRIDAY\, JUNE 17 – ESG\n\n11:00 AM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Board of Directors\, CFA Society New York \n\n11:05 AM | KEYNOTE PRESENTATION \nVirginie Maisonneuve\, CFA\, Global CIO\, Equity\, Allianz Global Investors \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — ESG \nModerator \nWalter Prahl\, Adjunct Professor\, Gabelli School of Business\, Fordham University \nPanelists \nGayle Baldwin\, Senior Research Analyst\, US Small/Mid Cap Value Equities\, AllianceBernstein \nBarbara Browning\, CFA\, Portfolio Manager\, Impax Asset Mgmt \nDaniel Hanson\, CFA\, Managing Director\, Head of the U.S. Sustainable Equity team\, Neuberger Berman \nLeslie Samuelrich\, President\, Green Century Capital Management \nRachel Segal\, ESG Team Lead\, Pzena Investment Management \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nMathias Strohfeldt\, CFA\, Chair\, Value Investing\, CFA Society New York \nAdditional DetailsAreas of Focus \n\nInsights from some of the leading value investors of today\nLearn about value investment strategies for long only\, long/short and international as well as China \nLearn about how ESG impacts value investing \n\nPresenting PartnerPlatinum Sponsor
URL:https://cfany.org/event/ben-graham-ix-annual-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Sponsored,Value Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VCALENDAR