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DTSTART;TZID=America/New_York:20221021T120000
DTEND;TZID=America/New_York:20221021T133000
DTSTAMP:20260620T170622
CREATED:20220826T204557Z
LAST-MODIFIED:20220826T204557Z
UID:74346-1666353600-1666359000@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-18/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221026T180000
DTEND;TZID=America/New_York:20221026T193000
DTSTAMP:20260620T170622
CREATED:20220824T221735Z
LAST-MODIFIED:20220824T222330Z
UID:74271-1666807200-1666812600@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting-6/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221102T174500
DTEND;TZID=America/New_York:20221102T201500
DTSTAMP:20260620T170622
CREATED:20221025T162228Z
LAST-MODIFIED:20230907T170448Z
UID:75286-1667411100-1667420100@cfany.org
SUMMARY:8th Annual Veterans in Transition Symposium
DESCRIPTION:Complimentary Access for Veterans & Military Personnel \nRegistration for veterans and military personnel is completely free. Click the “Complimentary Access” button below to verify your status and have your complimentary registration approved and processed. \nComplimentary Access×Request Complimentary Registration\n\nCloseOverviewJoin our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling long-term career decisions. \nAgenda5:45 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOME REMARKS | INTRODUCE KEYNOTE SPEAKER \nWon Palisoul\, Chair of Veterans Roundtable\, CFA Society New York \n\n6:10 PM | KEYNOTE SPEAKER \nColonel David A. Grant\, US Army\, Soldier for Life \n\n6:30 PM | VETERANS OWNED BUSINESS \nBen Biles\,  CEO & Co-founder\,  American Veterans Group \n\n7:00 PM | BREAK \n\n7:05 PM | INTRODUCTION OF VETERANS TRANSITION PANEL  \nLance Widner CFA\, CFP\, Head of Veteran Programs\, Training and Consulting Consortium\, LLC \n\n7:10 PM | VETERAN TRANSITION PANEL  \nModerator \nJason Loughran\, Associate Commissioner of Community Affair\, NYC Mayor’s Department of Veterans’ Services \nPanelists \nNneka Anyanwu\, Associate\, Diversity Recruiter\, Goldman\, Sachs & Co. \nRicardo Chicas\, Wealth Management Advisor\, TIAA \nJonathan Foss\, National Business Manager\, TIAA \n\n7:40 PM |  Q&A \n\n8:10 PM |  CLOSING REMARKS \nAndrew Ausländer\, CFA\,FRM\, Treasurer\, CFA Society New York  \n\n8:15 PM | NETWORKING 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 \nSponsorship
URL:https://cfany.org/event/8th-annual-veterans-in-transition-symposium/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
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DTSTART;TZID=America/New_York:20221201T180000
DTEND;TZID=America/New_York:20221201T204500
DTSTAMP:20260620T170622
CREATED:20221031T175134Z
LAST-MODIFIED:20230907T164954Z
UID:75398-1669917600-1669927500@cfany.org
SUMMARY:7th Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewThis 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 amid inflation\, rising 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. \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 \nClose×Registration\, Fees\, Pricing\nAttend / Livestream \nMembers: $75 ($40 for Livestream)\nNonmembers: $150 ($80 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. \nCloseAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \nSarah Marschok\, Insurance Women’s Investment Network\, Wellington Management Company \n\n6:05 PM | PANEL DISCUSSION  \nModerator \nStewart Foley\, CFA\, Managing Partner\, Insurance AUM Journal \nPanelists \nSara Bonesteel\, CIO\, Prudential Financial \nSusan Chung\, Senior Vice President and Chief Investment Officer\, Amica Mutual Insurance Company \nJohn Patin\, Senior Investment Officer\, Starr Insurance Companies \nJatin Salhotra\, Managing Director\, Office of CIO\, Liberty Mutual Investments \n\n7:20 PM |  CLOSING REMARKS \nThomas Brigandi\, CFA\, Chair\, CFA Society New York Board of Directors; Founder\, CFA Society New York Asset Owner Series \n\n8:00 PM | NETWORKING RECEPTION \nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\n\nConference SponsorCo-OrganizerConference SponsorCo-Organizer
URL:https://cfany.org/event/7th-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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221207T180000
DTEND;TZID=America/New_York:20221207T190000
DTSTAMP:20260620T170622
CREATED:20220110T223320Z
LAST-MODIFIED:20220812T194458Z
UID:71609-1670436000-1670439600@cfany.org
SUMMARY:CFA Society New York Book Club Winning Now\, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Winning Now\, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term by David M. Cote\nAuthor: David M. Cote
URL:https://cfany.org/event/cfa-society-new-york-book-club-winning-now-winning-later-how-companies-can-succeed-in-the-short-term-while-investing-for-the-long-term/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230112T083000
DTEND;TZID=America/New_York:20230112T163000
DTSTAMP:20260620T170622
CREATED:20221215T195438Z
LAST-MODIFIED:20241125T144014Z
UID:75769-1673512200-1673541000@cfany.org
SUMMARY:6th Annual Data Science in Finance Conference: Theory to Application
DESCRIPTION:OverviewCo-Hosted by: CFA Society New York &  SQA\nIn Partnership with Quantitative Investing Group \nWe are thrilled to bring you the sixth installation of our popular Annual Data Science conference. The theme this year will look at applications of data science across many different asset classes and industries. Join us to hear from senior leaders from both academia and industry present the latest\, cutting-edge research and techniques within this exciting field. \nAgenda8:30 AM | REGISTRATION \n\n9:00 AM | SUMMARY\, COUNTERFACTUAL FORECASTING and M6 COMPETITION \nSlawek Smyl\, Quantitative Engineer\, Meta \n\n10:00 AM | THE VIRTUE OF COMPLEXITY IN RETURN PREDICTION \nBryan Kelly\, Ph.D.\, Professor of Finance\, Yale School of Management\, Head of Machine Learning\, AQR Capital Management \n\n11:00 AM | BREAK \n\n11:15 AM | INFLATION HEDGING: A DYNAMIC APPROACH USING ONLINE PRICES \nDavid Turkington\, CFA\, Senior Managing Director\, Head of State Street Associates\, State Street Global Markets \n\n12:15 PM | LUNCH \n\n1:00 PM | EMERGING BIOTECH: THE WILD WEST OF PUBLIC EQUITY\n \nGeorge D. Mussalli\, CFA\, Chief Investment Officer\, Equity Investments\, PanAgora \n\n2:00 PM | BREAK \n\n2:15 PM | PANEL: “DATA SCIENCE IN ASSET MANAGEMENT: BUILDING A FIRM FOR THE FUTURE” \nModerator \nDeepika Sharma\, CFA\, Global Head of Manager Selection\, BlackRock \nPanelists \nBryan Kelly\, Ph.D.\, Professor of Finance\, Yale School of Management\, Head of Machine Learning\, AQR Capital Management \nGeorge D. Mussalli\, CFA\, Chief Investment Officer\, Equity Investments\, PanAgora \nDavid Turkington\, CFA\, Senior Managing Director\, Head of State Street Associates\, State Street Global Markets \n\n3:00 PM |  (ALMOST) 200 YEARS OF NEWS-BASED ECONOMIC SENTIMENT \nJules van Binsbergen\, Ph.D.\, The Nippon Life Professor in Finance\, The Wharton School\, Professor of Finance\, University of Pennsylvania \n\n4:00 PM | NETWORKING  RECEPTION \nAdditional DetailsLearning Outcomes \n\nQuantitative Techniques\nAlternative Data\nAI\n\nAbout SQAThe Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment community. SQA has hosted educational events in NYC since 1965. The principal mission of SQA is to encourage the dissemination and discussion of leading-edge ideas and innovations\, including analytical techniques and technologies for investment research and management. There is more information about SQA and its history on our website: www.sqa-us.org
URL:https://cfany.org/event/6th-annual-data-science-in-finance-conference-theory-to-application/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Other Industry Events,Quantitative Investing
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230118T173000
DTEND;TZID=America/New_York:20230118T203000
DTSTAMP:20260620T170622
CREATED:20221031T224222Z
LAST-MODIFIED:20230907T164728Z
UID:75407-1674063000-1674073800@cfany.org
SUMMARY:Digital Finance: The Impact of Technology on All Aspects of Asset Management
DESCRIPTION:OverviewPlease join us for a moderated discussion about Digital Transformation\, which has the potential to impact the end-to-end functions of investment management firms. We will discuss topics including but not limited to client distribution\, investment strategy\, and infrastructure & operations. \nClients: Digital Transformation is key to strengthening investor relationships and delivering tailored experiences\, without losing the hands-on touch. According to EY\, Digital channels allow firms to connect more frequently\, flexibly\, and engage with a wider range of clients. Client-centric digital distribution can help understand investors demands through analytics\, engage investors through digital marketing\, and inform investors about strategies and performance in real time. \nInvesting: Digital leaders in the investment management space benefit by automating compliance with portfolio guidelines and improving analytics pre and post trade. According to refinitiv\, a surge in investor interest in alternative data\, particularly ESG data\, presents new opportunities leading asset managers to evolve their processes and look for new analytics solutions. \nOperations & Technology: In North America\, operations and technology costs for asset managers have grown twice as fast as total expenses in the last 10 years\, according to McKinsey. Many firms have tried to manage complexity by expanding and patching legacy platforms that are not optimized for growth in a digital era. Digital leaders think of operations and technology as a unified function\, and invest aggressively in modernizing old infrastructure\, and leveraging next-gen capabilities. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nChristopher Flens-Batina\, Vice Chair\, Business Management Thought Leadership Group \n\n6:10 PM | PANEL DISCUSSION \nModerator \nKrishna Gottipaty\, Senior Managing Partner\, Gartner Consulting \nPanelists \nMark McQueeney\, CFA\, Founder\, nDecision Technologies LLC \nSean Slotterback\, Managing Partner\, Up Research \n\n7:20 PM |  CLOSING REMARKS \nSantosh Balachandar\, CFA\, Financial Services Professional\, JP Morgan \n\n7:30 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand how LP demands are changing with the advent of more powerful technology\nUnderstand how GPs are able to drive interesting conversations with LPs\, leveraging digital tools\nDiscuss how investors are using alternative data and technology to create a competitive advantage\nExplore where Digital Transformation investments are core to investment strategies today\, or if they are strategic future investments\nInvestigate how fund managers are remaking their operating platforms using technology
URL:https://cfany.org/event/digital-finance-the-impact-of-technology-on-all-aspects-of-asset-management/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Quantitative Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230125T123000
DTEND;TZID=America/New_York:20230125T183500
DTSTAMP:20260620T170622
CREATED:20221104T173808Z
LAST-MODIFIED:20230907T164633Z
UID:75449-1674649800-1674671700@cfany.org
SUMMARY:9th Annual Sustainable Investing Conference - "ESG Now & Beyond"
DESCRIPTION:OverviewCFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss “ESG now and beyond” … we will discuss regulatory changes\, data requirements and potential for an ESG buyside panel on their outlook \nAgenda12:30 PM | REGISTRATION \n\n1:00 PM | OPENING REMARKS \n Henrik Jeppesen\, CFA\, CIPM\, CAIA\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n1:05 PM | KEYNOTE ADDRESS \nBrad Lander\, Comptroller of New York City \n\n1:15 PM | PANEL: BRIDGING THE CURRENT ESG POLITICAL SCHISM \nModerator \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \nPanelists \nBhakti Mirchandani\, Managing Director\, Responsible Investing\, Trinity Church Wall Street \nShivaram Rajgopal\, Ph.D.\, Kester and Byrnes Professor\, Columbia Business School \nJessica Zarzycki\, CFA\, Portfolio Manager\, Nuveen\, A TIAA CREF Company \n\n1:50 PM | INTRODUCTION \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n1:55 PM | KEYNOTE ADDRESS \nAniket Shah\, Ph.D.\, Managing Director\, Global Head of ESG Sustainable Finance Strategy\, Jefferies Group LLC \n\n2:35 PM | BREAK \n\n2:50 PM | INTRODUCTION \nEmily Thomas\, CFA\, Co-Vice Chair\, Sustainable Investing Thought Leadership Group \n\n2:55 PM | PANEL: FINALIZATION OF SUSTAINABLE FINANCIAL METRICS – A REGULATORY PERSPECTIVE \nModerator \nSamantha Ross\, Founder\, AssuranceMark \nPanelists \nAndrew Brenner\, Director of Investment Management Integration\, IFRS Foundation \nKate Marshall\, Executive Director\, Calvert Research & Management (MSIM) \nAndreas Ohl\, Partner\, PwC \nKristina Wyatt\, Deputy GC\, SVP Climate Disclosure\, Persefoni AI \n\n3:40 PM | BREAK \n\n3:45 PM | INTRODUCTION \nKuni Chen\, CFA\, Vice Chair\, Sustainable Investing Thought Leadership Group \n\n3:50 PM | PANEL: THE FUTURE OF ESG DATA: AN INDUSTRY PERSPECTIVE \nModerator \nFlorian Berg\, Ph.D.\, Research Scientist\, MIT \nPanelists \nTony Campos\, Head of Sustainable Investment\, Americas\, FTSE Russell \nHernando Cortina\, CFA\, Managing Director\, Head of Index Strategy\, ISS ESG \nJames Edwards\, Ph.D.\, Executive Director\, Research and Product Development\, MSCI \nSwami Venkataraman\, CFA\, Associate Managing Director\, ESG\, Moody’s Investors Service \n\n5:35 PM | INTRODUCTION \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n5:50 PM | KEYNOTE ADDRESS \nAmy Myers Jaffe\, Director\, NYU SPS Energy\, Climate Justice\, and Sustainability Lab \n\n6:30 PM |  CLOSING REMARKS \nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Vice Chair – Board of Directors\, CFA Society New York \n\n6:35 PM |  NETWORKING RECEPTION \nConference SponsorsSponsorshipKey Alliance – Gold PartnerKey Alliance – Silver PartnerWhat is the Key Alliance Program?
URL:https://cfany.org/event/9th-annual-sustainable-investing-conference-esg-now-beyond/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230208T180000
DTEND;TZID=America/New_York:20230208T193000
DTSTAMP:20260620T170622
CREATED:20230109T190925Z
LAST-MODIFIED:20230109T190925Z
UID:75958-1675879200-1675884600@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-53/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230209T180000
DTEND;TZID=America/New_York:20230209T190000
DTSTAMP:20260620T170622
CREATED:20221221T162418Z
LAST-MODIFIED:20230106T203244Z
UID:75811-1675965600-1675969200@cfany.org
SUMMARY:CFA Society New York Book Club: Chip War: The Fight for the World's Most Critical Technology
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Chip War: The Fight for the World’s Most Critical Technology\nAuthor: Chris Miller
URL:https://cfany.org/event/cfa-society-new-york-book-club-chip-war-the-fight-for-the-worlds-most-critical-technology/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230222T180000
DTEND;TZID=America/New_York:20230222T193000
DTSTAMP:20260620T170622
CREATED:20230109T191108Z
LAST-MODIFIED:20230109T191108Z
UID:75959-1677088800-1677094200@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-54/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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:20230223T173000
DTEND;TZID=America/New_York:20230223T203000
DTSTAMP:20260620T170622
CREATED:20221212T183818Z
LAST-MODIFIED:20230907T163009Z
UID:75735-1677173400-1677184200@cfany.org
SUMMARY:Honoring Black History Month: Empowering Change in Investment Management
DESCRIPTION:OverviewWelcome to the CFA Society of New York’s Inaugural Honoring Black History Month Event.  We have assembled a panel of seasoned diverse Investment Management professionals well versed in what it takes to start\, grow\, and manage a successful money management firm. \nAsset Owners are invited to 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. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | OPENING REMARKS \nAmara Raines\, Head of Broker Relations\, Schonfeld Strategic Advisors \n\n6:05 PM | FIRESIDE CHAT \nInterviewer \nAndra Ofosu\, CFA\, CAIA\, Director\, US Sales\, Aspect Capital \nInterviewee \nMichelle Gadsden-Williams\, Managing Director\, BlackRock \n\n6:35 PM | PANEL DISCUSSION \nModerator \nRev. Dr. Sidney S. Williams\, Jr.\, Chief Executive Officer\, Crossing Capital Group \nPanelists \nDiana Amoa\, CFA\, CIO of Long Biased Strategies\, Kirkoswald Asset Management LLC \nFranklin Olakunle Amoo\, Managing Partner\, BAYLIS \nJarrad Linzie\, Global Head of Fixed Income Index Research / Managing Director\, MSCI \nJuliette Menga\, CFA\, Managing Director- Investments\, Chair of ESG Committee\, Aetos Alternatives Management \n\n7:35 PM |  CLOSING REMARKS \nIntroduced by Alton Crooks\, CFA\, Chair\, Business Management Group \nLauren Holland\, Managing Partner\, Wall Street Friends\, LLC \n\n7:40 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nAddress best practices for running a money management firm\nDiscuss legal\, regulatory\, and compliance guidelines\nImportance integrating DEI and Sponsorship into firm growth\nNetwork and review allocation and seeding opportunities available\n\nEvent SponsorEvent Partners
URL:https://cfany.org/event/honoring-black-history-month-empowering-change-in-investment-management/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Global Passport,Virtual Events & Programming
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:20230228T180000
DTEND;TZID=America/New_York:20230228T193000
DTSTAMP:20260620T170622
CREATED:20230103T205807Z
LAST-MODIFIED:20230120T164820Z
UID:75860-1677607200-1677612600@cfany.org
SUMMARY:Annual Meeting and Volunteer Awards
DESCRIPTION:OverviewThe CFA Society New York  Annual Meeting  will serve to officially elect candidates to the 2023 Board of Directors and the 2023 Nominations Committee. \nAgenda6:00 PM | OVERVIEW OF CFA SOCIETY NEW YORK’S FY22 FINANCIALS & MEMBERSHIP STATUS \n\n6:15 PM | ELECTION AND APPOINTMENTS \n\n6:20 PM | Q&A \n\n6:30 PM |  ADJOURNMENT OF ANNUAL MEETING OF MEMBERS \n\n6:30 PM | VOLUNTEER AWARDS \n\n7:00 PM | RECEPTION
URL:https://cfany.org/event/cfa-society-new-york-annual-meeting/
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:20230301T123000
DTEND;TZID=America/New_York:20230301T190000
DTSTAMP:20260620T170622
CREATED:20221220T184740Z
LAST-MODIFIED:20230907T162802Z
UID:75807-1677673800-1677697200@cfany.org
SUMMARY:Net Zero Business Models & Net Zero Global Economy: Innovation and the Real Transition
DESCRIPTION:OverviewCo-Hosted by: Sustainable Investing Group & FutureZero \nHear from asset owners\, asset managers and company heads about cutting edge techniques to approach Net Zero implementation. This event will be valuable to professionals in the sustainable roles at financial services firms. \nAgenda12:30 PM | REGISTRATION \n\n1:00 PM | WELCOME & INTRODUCTION – CAPITAL ALLOCATION AS THE ACCELERATOR TO A NET ZERO WORLD \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \n\n1:10 PM | PANEL: INNOVATION & TRANSFORMATION OF BUSINESS MODELS & INDUSTRY ECOSYSTEMS TO NET ZERO: IDENTIFYING THE WINNERS vs GREENWASHING AND HIDDEN RISKS \nModerator \nMatt Orsagh\, CFA\, CIPM\, Director\, RISE Sustainability Investment Consulting \nPanelists \nChris Librie\, Senior Director – ESG\, Applied Materials \nNathan Niese\, Ph.D.\, Partner\, Boston Consulting Group \nDan Winters\, CRE\, Senior Director – Strategic Initiatives\, GRESB \n\n2:10 PM | PANEL: 100% CARBON FREE ENERGY AS THE FOUNDATION TO NET ZERO BUSINESS MODELS: THE MYTHS\, REALITIES (ELECTRIFICATION\, DIGITAL) – ACCELERATING THE N.A. DIGITAL POWER GRID TRANSITION \nModerator \n Kristin Barbato\, Co-Founder & President\, Dynamo Energy Hub \nPanelists \nAurora Ortega-Geis\, PCC\, National Strategic Partner and Head Coach\, New Apprenticeship \nJeffery Preece\, Director\, Research & Development\, Electric Power Research Institute (EPRI) \nJack Joyce\, Regional Executive Director\, Americas\, Reactive Technologies\n \n\n3:10 PM | COFFEE BREAK \n\n3:25 PM | PANEL: THE FOUR PATHWAYS TO NET ZERO BUSINESS MODELS: THE BOOK AND BEST PRACTICES RESEARCH INSIGHTS – CREDIBLE NET ZERO TRANSITION PLANS + ESG 2.0 (CORPORATE & INSTITUTIONAL INVESTORS) \nModerator  \nAdam Phillips\, Co-Chair\, Sustainable Investing Thought Leadership Group \nPanelists \nMark Van Clieaf\, Managing Director\, FutureZero \nTamara Close\, CFA\, Founder and Managing Partner\, Close Group Consulting \nSara E. Murphy\, Chief Strategy Officer\, The Shareholder Commons \n\n4:25 PM | PANEL: NET ZERO INVESTMENT PORTFOLIOS AND STRATEGIC/SECTOR ENGAGEMENT FOR THE TRANSITION \nIntroduction: Henrik Jeppesen\, CFA\, CIPM\, CAIA\, Co-Chair\, Sustainable Investing Thought Leadership Group \nModerator \nSukyong Yang\, CPA\, CA\, CFA\, Adjunct Professor at Concordia University – Montreal and Director\, Kenneth Woods Portfolio Management Program (KWPMP) \nPanelists \nMatt Christ\, Portfolio Manager\, Ninety One \nAnne Simpson\, Global Head of Sustainability\, Franklin Templeton \nSwami Venkataraman\, CFA\, Associate Managing Director\, ESG\, Moody’s Investors Service \n\n5:25 PM | PANEL: NET ZERO – STRATEGIC LEADERSHIP GLOBAL RESEARCH STUDY INITIATIVE – ENROLLMENT \nSandy J. Miles\, Ph.D.\, GPHR\, SPHR\, Strategic Partner\, FutureZero  \nJohn Swannick\, Strategic Partner\, FutureZero – UK\, EMEA\, North America \n\n5:40 PM | WRAP UP AND KEY TAKE AWAYS \n\n5:55 PM |  NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \nKey Corporates\, Strategic Advisors\, Institutional investors identify the risks and opportunities for the rapidly emerging Net Zero world and its implementation. \nincluding : \n\nIdentify the scale of risks to investment portfolios due to Net Zero\nRecognize the core sectors for transformation for Net Zero and why\nClarify what is a Bona Fide Net Zero Transition Plan ( NZTP )\nIdentify the 4 Pathways to Net Zero that companies can consider\nDiscern possible Greenwashing at investee companies\nRecognize misleading electrical power ( scope 2 ) disclosures\nDiscover how to engage strategically with investee companies for Net Zero\n\n\nRecognize misaligned metrics\, targets and incentive designs for Named Officers and required alignment to Accelerate  to Net Zero / Sustainable Business and higher returns\nRisks and opportunities for the rapidly emerging Net Zero world and its implementation identified by:\nKey Corporates\nStrategic Advisors\nInstitutional investors\n\nEvent SponsorsClick the logo below  to read about MSCI’s Net Zero initiatives
URL:https://cfany.org/event/net-zero-business-models-net-zero-global-economy-innovation-and-the-real-transition/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
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:20230308T173000
DTEND;TZID=America/New_York:20230308T200000
DTSTAMP:20260620T170622
CREATED:20230301T153527Z
LAST-MODIFIED:20230907T162704Z
UID:76665-1678296600-1678305600@cfany.org
SUMMARY:International Women's Day Event
DESCRIPTION:OverviewCo-Hosted by Women Veterans on Wall Street™ (wVOWS™) \nIn celebration of International Women’s Day\, Women Veterans on Wall Street\, CFANY Veterans Roundtable and CFANY Young Leaders Group are joining forces to host guest speaker\, U.S. Navy Captain (Ret.) Shanti Sethi\, former Executive Secretary and Defense Advisor to the Vice President of United States and Director at National Security Council\, White House. We looking forward to a night of networking and connecting with women\, veterans and allies alike. \nThe Veterans Roundtable is dedicated to supporting prior military service members through professional networking and finance education. Their mission is to establish the foundations from which our military veteran members can achieve leading positions in the financial world. They promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs.  Part of what attracts future generations of leaders to the military service is robust support groups that empower access to the fullest range of post-military career options\, including the highest levels of finance. \nCFANY Women’s Mentorship Program is organized by Young Leaders Group (YLG) in CFANY and has been successfully run since 2019. The program intends to build a connection between female candidates/charter-holders and more experienced professionals in the industry for professional development\, women leaderships\, and expanding network. It is an important initiative for YLG and CFANY to promote diversity and inclusion within the financial community. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \nSofya Shuster\, Director\, Sustainable Finance\, ING Capital LLC \n\n6:05 PM | INTRODUCTORY REMARKS \nWon Palisoul\, Chair of Veterans Roundtable\, CFANY and Co-Lead of wVOWS \n\n6:15 PM |  FIRESIDE CHAT \nModerator \nJames Hendon\, Commissioner of the New York City Department of Veterans’ Services\, New York City Department of Veterans’ Services \nSpeaker \nCaptain (Ret.) Shanti Sethi\, U.S. Navy and former Executive Secretary and Defense Advisor to the Vice President of United States \n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer of CFA Society New York \n\n7:05 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the value of women in the military\nDiscuss national security through the lens of diversity\nUnderstand the value of hiring veterans and military spouses\nDiscuss how to leverage diverse backgrounds to increase ROI\n\nEvent Sponsor
URL:https://cfany.org/event/international-womens-day-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Veterans,Virtual Events & Programming
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:20230308T180000
DTEND;TZID=America/New_York:20230308T193000
DTSTAMP:20260620T170622
CREATED:20230109T191249Z
LAST-MODIFIED:20230109T191249Z
UID:75960-1678298400-1678303800@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-55/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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:20230322T180000
DTEND;TZID=America/New_York:20230322T193000
DTSTAMP:20260620T170622
CREATED:20230109T191327Z
LAST-MODIFIED:20230109T191327Z
UID:75961-1679508000-1679513400@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-56/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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:20230329T133000
DTEND;TZID=America/New_York:20230329T180000
DTSTAMP:20260620T170622
CREATED:20230217T193347Z
LAST-MODIFIED:20230907T162300Z
UID:76531-1680096600-1680112800@cfany.org
SUMMARY:How Alternative Data Is Changing the Research Process
DESCRIPTION:OverviewAlternative data is changing the research process\, allowing analysts to ask better questions than ever before. As the world becomes more technologically focused and integrated\, data is growing exponentially. With this growth comes an opportunity for an analyst to be more efficient\, more thoughtful\, and dig deeper to understand the drivers of the businesses which they are researching. \nThe presentation will detail the benefits and risks associated with incorporating alternative data into your research process. From the basics of knowing what constitutes alternative data\, to which datasets can be applied to which companies\, to understanding the compliance issues around using external data\, this conference will kickstart your journey into the world of alternative data. \nAgenda1:30 PM | REGISTRATION  \n\n2:00 PM | WELCOME & INTRODUCTION \nJon Ciaio\, CFA\, Sr. Director\, Customer Success\, Facteus \n\n2:05 PM | KEYNOTE – ALTERNATIVE DATA\, PAST\, PRESENT & FUTURE \nGene Ekster\, Founder\, Alternative Data Group; Adjunct Professor\, NYU \n\n2:35 PM | USING EMPLOYMENT DATA TO GAUGE COMPANY HEALTH \nTom Ashenmacher\, Chief Revenue Officer\, LinkUp \n\n2:55 PM | INTEGRATING DATA INTO THE INVESTMENT PROCESS \nBob Efstathiou\, Head of Client Success\, Maiden Century \n\n3:15 PM | COMPLIANCE DUE DILIGENCE BEST PRACTICES \nBoris Lieberman\, Esq.\, Co-Chair\, Derivatives & Structured Products; Partner\, Lowenstein Sandler LLP  \nGeorge Danenhauer\, Esq.\, Counsel\, Lowenstein Sandler LLP \n\n3:45 PM | WEBSCRAPING INSIGHTS \nDaniel Rooney\, SVP\, Commercial Sales\, Vertical Knowledge \n\n4:05 PM | DON’T BLAME THE AI: IT’S THE TRAINING DATA’S FAULT \nArmando Gonzalez\, CEO & Co-Founder\, RavenPack \n\n4:25 PM | DATA USERS PANEL \nModerator: \nJon Ciaio\, CFA\, Sr. Director\, Customer Success\, Facteus \nPanelists: \nKevin Nutter\, Partner\, System2 \nChris Petrescu\, CEO\, Head of Data\, CP Capital Enterprises LLC \n\n5:00 PM | CLOSING REMARKS \nJon Ciaio\, CFA\, Sr. Director\, Customer Success\, Facteus \n\n5:05 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat is Alternative Data and why is it important?\nWhat are some mainstream use cases for alt data?\nWhat are the compliance risks in using alternative data?\nHow to combine multiple data sources to add to your mosaic?\nNot just for public equity investments\, how is alt data being used to analyze VC\, PE and corporate credit?\nQuantitative use cases vs Fundamental use cases
URL:https://cfany.org/event/how-alternative-data-is-changing-the-research-process/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Fintech Thought Leadership Group,Global Passport,Virtual Events & Programming
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:20230330T173000
DTEND;TZID=America/New_York:20230330T210000
DTSTAMP:20260620T170623
CREATED:20230208T173907Z
LAST-MODIFIED:20230228T233926Z
UID:76416-1680197400-1680210000@cfany.org
SUMMARY:How to Join a Board of Directors
DESCRIPTION:OverviewCo-Hosted by: CFA Society New York & NACD \nJoin us for an in-depth conversation with seasoned directors on how to join a board. Whether you are looking for to join a nonprofit\, public or private company or a PE portfolio company board\, we will walk through the whole process of getting on a board’s radar\, preparing for your first interview and first board meeting. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | WELCOMING REMARKS \nPeter Gleason\, President and CEO\, NACD \n\n6:05 PM | PANEL SESSION INTRODUCTION\nIntroduction to event by Andrew Auslander\, CFA\, FRM\, NACD.DC\, Treasurer of CFA Society New York\n \n\n6:15 PM |  PANEL SESSION \nModerator \nFrank Jaehnert\, NACD.DC\, Member of the Board of Directors\, Nordson Corporation\, Itron Inc\, National Materials L.P. \nPanelists \nDavid E. Ourlicht\, Managing Director\, GAMCO Asset Management\, Board Member\, Merchants Mutual Insurance Group \nAnouk Pappers\, CEO\, Signitt \nKathleen Tamayo\, Consultant & Head of North American Board Operations\, Spencer Stuart \nKim Wales\, NACD D.C\, Chief Executive Officer\, CrowdBureau Corporation \n\n7:45 PM | Q&A \n\n7:55 PM | CLOSING REMARKS \nTom Brigandi\, CFA\, NACD.DC\, Managing Director\, RisCura\, Chair – Board of Directors\, CFA Society New York; Founder\, CFA Society New York Asset Owner Series \n\n8:00 PM | NETWORKING RECEPTION  \nAdditional DetailsLearning Outcomes \n\nLearn about board positions\nLearn about requirements for joining a board\nHow to prepare for joining a board\n\nThe CFA Society New York would kindly like to thank The National Association of Corporate Directors (NACD) for co-hosting this event
URL:https://cfany.org/event/how-to-join-a-board-of-directors/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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:20230405T180000
DTEND;TZID=America/New_York:20230405T193000
DTSTAMP:20260620T170623
CREATED:20230324T155217Z
LAST-MODIFIED:20230324T155217Z
UID:77065-1680717600-1680723000@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-29/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
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:20230412T180000
DTEND;TZID=America/New_York:20230412T193000
DTSTAMP:20260620T170623
CREATED:20230109T192648Z
LAST-MODIFIED:20230109T192648Z
UID:75967-1681322400-1681327800@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-57/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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:20230420T180000
DTEND;TZID=America/New_York:20230420T190000
DTSTAMP:20260620T170623
CREATED:20221221T162512Z
LAST-MODIFIED:20230302T200456Z
UID:75812-1682013600-1682017200@cfany.org
SUMMARY:CFA Society New York Book Club: The Bond King: How One Man Made a Market\, Built an Empire\, and Lost it All 
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: The Bond King: How One Man Made a Market\, Built an Empire\, and Lost it All\nAuthor: Mary Childs
URL:https://cfany.org/event/cfa-society-new-york-book-club-the-bond-king-how-one-man-made-a-market-built-an-empire-and-lost-it-all/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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:20230425T173000
DTEND;TZID=America/New_York:20230425T200000
DTSTAMP:20260620T170623
CREATED:20230324T200144Z
LAST-MODIFIED:20230907T162044Z
UID:77079-1682443800-1682452800@cfany.org
SUMMARY:Beyond the ESG Label: Green\, Social and Sustainability Linked Bonds
DESCRIPTION:OverviewIssuance of environmental\, social and governance (ESG) Labeled Bonds\, which include green\, social and Sustainability-Linked Bonds (SLB) has grown rapidly in recent years. While positively\, many companies have used this market access to advance their broader sustainability agendas\, the growth has also ignited greenwashing concerns and raised questions about materiality.  \nThis event will feature panel covering the role these bonds play for issuers and investors and how the market is evolving\, including with regards to measurement and reporting. \nAgenda6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL SESSION \nModerator \nSusan Hutman\, Co-Chair\, Sustainable Investing Group \nPanelists \nGreg Cass\, Managing Director\, Sustainable Capital Markets\, Barclays \nAnnika M. Lombardi\, Managing Director\, Portfolio Manager\, Lord Abbett \nPallavee Panchal\, ESG & Sustainability Director\, PwC \n\n7:05 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \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\nSponsors
URL:https://cfany.org/event/3rd-annual-green-bonds-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
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:20230426T173000
DTEND;TZID=America/New_York:20230426T183000
DTSTAMP:20260620T170623
CREATED:20230322T222019Z
LAST-MODIFIED:20230322T222019Z
UID:77038-1682530200-1682533800@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-6/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
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:20230426T180000
DTEND;TZID=America/New_York:20230426T193000
DTSTAMP:20260620T170623
CREATED:20230109T192806Z
LAST-MODIFIED:20230109T192806Z
UID:75966-1682532000-1682537400@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-58/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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:20230509T180000
DTEND;TZID=America/New_York:20230509T193000
DTSTAMP:20260620T170623
CREATED:20230310T201847Z
LAST-MODIFIED:20230310T201847Z
UID:76810-1683655200-1683660600@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-20/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
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:20230510T180000
DTEND;TZID=America/New_York:20230510T193000
DTSTAMP:20260620T170623
CREATED:20230109T192905Z
LAST-MODIFIED:20230109T192905Z
UID:75968-1683741600-1683747000@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-59/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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:20230524T173000
DTEND;TZID=America/New_York:20230524T200000
DTSTAMP:20260620T170623
CREATED:20230215T152325Z
LAST-MODIFIED:20230907T162000Z
UID:76500-1684949400-1684958400@cfany.org
SUMMARY:The ABCs of Networking
DESCRIPTION:OverviewThe Career Development Group and CFA Society New York’s Toastmasters have put together an incredible event to help you navigate the world of networking with confidence. \nNetworking is a crucial skill for any professional looking to advance their career\, but it can be daunting and overwhelming for many.  \nThe event will be focused on panelists offering networking advice and tips\, insight on how networking helped progress their careers\, how to build and maintain professional relationships\, and how to network within your firm and in social events. \nWhether you’re new to networking or looking to take your skills to the next level\, this event is for you. Don’t miss out on this valuable opportunity to expand your professional network and advance your career.  \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | OPENING REMARKS \nLiliana Kleyman\, CFA\, Co-Chair\, Career Development Group \n\n6:05 PM | FIRESIDE CHAT \nInterviewer \nCharles Carre\, CFA\, Analyst\, Global Association of Risk Professionals \nInterviewee \nRoy Cohen\, Career Coach \n\n6:35 PM | PANEL DISCUSSION \nModerator \nKhajag Geukjian\, CFA\, Managing Consultant\, Murex North America Inc. \nPanelists \nBhrikuti Casano\, CPA\, Founder & Coach\, BC Coaching \nSebastian Lutz\, CFA\, Head of Financial Products North America\, Marex \nEdward Sasinowski\, CFA\, Head of Distribution for North America\, Colchester Global Investors \nSibil Sebastian Patri\, CFA\, CAIA\, VP\, Strategy and Corporate Development\, American Century Investments \n\n7:25 PM | Q&A \n\n7:30 PM | CLOSING REMARKS \nCharles Carre\, CFA\, Analyst\, Global Association of Risk Professionals \n\n7:35 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/the-abcs-of-networking/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Toastmasters,Virtual Events & Programming
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:20230525T083000
DTEND;TZID=America/New_York:20230525T160000
DTSTAMP:20260620T170623
CREATED:20230328T162724Z
LAST-MODIFIED:20230907T161908Z
UID:77091-1685003400-1685030400@cfany.org
SUMMARY:What's New in U.S. Financial Reporting?
DESCRIPTION:OverviewOur annual update on financial reporting provides a review of (1) new accounting standards that are becoming effective within the next 12 months and (2) proposed accounting standards for which exposure drafts have been issued with comments being sought from the user community. It is an opportunity to stay up to speed on changes in accounting standards and financial reporting in a single session. \nAgenda8:55 AM | WELCOMING REMARKS \n\n9:00 AM | OVERVIEW OF FASB’S WORK PROGRAM AND NEWLY EFFECTIVE STANDARDS \nModerator \nPJ Patel\, CFA\, CEO\, Valuation Research Corporation \nPanelists \nFrederick L. Cannon\, CFA\, Board Member\, FASB \nPat Durbin\, Partner\, PwC \n\n9:45 AM | IMPROVEMENTS TO INCOME TAX DISCLOSURES \nModerator \nTBD \nPanelists \nFrederick L. Cannon CFA\, Board Member\, FASB \nDavid Gonzales\, VP – Senior Accounting Analyst\, Moody’s Investors Service \n\n10:15 AM | DISAGGREGATION OF INCOME STATEMENT EXPENSES \nFrederick L. Cannon. CFA\, Board Member\, FASB \nStephen P. Percoco\, CFA\, Founder\, Lark Research \n\n10:45 AM | BREAK \n\n11:00 AM | SUPPLIER FINANCING ARRANGEMENTS \nModerator \nBruce Pounder\, CPA\, CMA\, CFM Executive Director\, GAAP Lab \nPanelists  \nGary Buesser\, CFA\, Board Member\, FASB \nDavid Gonzales\, VP – Senior Accounting Analyst\, Moody’s Investors Service \n\n11:30 AM | ACCOUNTING FOR LONG DURATION INSURANCE CONTRACTS \nModerator \nMichael C Fruchter\, FSA\, CFA\, VP Senior Credit Officer\, Moody’s Investors Service \nPanelists  \nGary Buesser\, CFA\, Board Member\, FASB \nRyan Krueger\, CFA\, Managing Director\, Equity Research\, Keefe\, Bruyette & Woods\, Inc. \n\n12:00 PM | LUNCH \n\n1:00 PM | THE FINANCIAL REPORTING LANDSCAPE \nModerator \nTBD \nPanelists  \nJackson Day\, Partner and EY Americas Director of Accounting and Chief Accountant\, Ernst & Young LLP \n\n1:30 PM | XBRL \nModerator \nMohini Singh\, ACA\, Governance Insights Center & Public Policy\, PwC \nPanelists  \nCampbell Pryde\, President and CEO\, XBRL US \n\n2:00 PM | AUDITING AND AUDIT COMMITTEE PANEL \nModerator \nTBD \nPanelists  \nVanessa Teitelbaum\, CPA\, Senior Director\, Professional Practice\, Center for Audit Quality \nBarbara Vanich\, CPA\, Chief Auditor and Director of Professional Standards\, PCAOB \n\n2:45 PM | THE VIEW FROM THE SEC \nSarah Lowe\, CPA Deputy Chief Accountant\, Division of Corporation Finance\, U.S. SEC \n\n3:30 PM | CLOSING REMARKS \n\n3:35 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nLearn about new accounting standards (or modifications to existing standards) that are becoming effective over the next 12 months\nHear about proposed changes to existing accounting standards and gain the opportunity to participate in the discussion by submitting a comment letter to the FASB; and\nGet an update on the FASB’s work program to follow the course of proposed changes to accounting and financial reporting standards over the next few years.
URL:https://cfany.org/event/whats-new-in-u-s-financial-reporting/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Financial Reporting and Analysis Group,Global Passport,Virtual Events & Programming
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:20230601T133000
DTEND;TZID=America/New_York:20230601T190000
DTSTAMP:20260620T170623
CREATED:20230508T195523Z
LAST-MODIFIED:20231018T162208Z
UID:77839-1685626200-1685646000@cfany.org
SUMMARY:Generative AI: Myths and Opportunities
DESCRIPTION:OverviewChatGPT has taken the world by storm. While consumers have embraced it as a personal assistant\, enterprises (particularly regulated ones) need to proceed more cautiously. This event will convene experts from leading model providers\, data suppliers and asset managers to help you understand why this technology represents a leap forward\, what use cases it’s best suited for and where it could go in the future. \nAgenda1:30 PM – REGISTRATION \n\n2:00 PM – WELCOME & INTRODUCTION \nAmy Young\, CFA\, Industry Digital Strategist\, Microsoft  \n\n2:05 PM – MODEL & TOOL PROVIDERS: UNDERSTANDING THE GENERATIVE AI BREAKTHROUGH \nModerator \nSara Elinson\, Partner/ Principal\, EY-Parthenon \nPanelists \nMalcolm deMayo\, Global VP Financial Services Industry\, NVIDIA Corporation \nEliot Knudsen\, Director\, Architecture\, Databricks \nCharles Morris\, Chief Data Scientist for Financial Services\, Microsoft \nLeyla Samiee\, Engineering Leadership – AI DevX\, META \n\n3:30 PM – INVESTOR PANEL: USING NLP/LLMs IN THE INVESTMENT PROCESS \nModerator \nGregory Zuckerman\, Special Writer\, The Wall Street Journal \nPanelists \nCarson Boneck\, CFA\, Chief Data Officer\, Balyasny Asset Management \nGilbert Haddad\, Ph.D.\, Head of Advanced Strategies and Research\, Fidelity \nJonathan Larkin\, Managing Director\, Columbia Investment Management Co.\, LLC \nAdam Salvatori\, Managing Director\, Head of Alpha Engineering and Digital Assets Lab\, BlackRock \n\n4:15 PM – DATA/SOLUTION PROVIDER PANEL: HOW GENERATIVE AI IS INCREASING THE UTILITY OF FINANCIAL DATA \nModerator \nChristopher A. Coulthrust\, Sr. Cloud Architect\, Data & AI\, Microsoft  \nPanelists \nBryan Healey\, Co-Founder and CTO\, Aiera \nMahesh Ramachandran\, VP\, Head of News Technology\, Thomson Reuters  \nMikhail (Misha) Shefter\, Ph.D.\, Head of Analytics Research\, LSEG \n\n5:15 PM – MUSINGS ON THE FUTURE IMPACT OF LLMs ON FINTECH \nModerator \nBharat Krish\, Board Advisor and Investor\, Multiple Companies \nPanelists \nScott Ernenwein\, Strategic Partnerships Manager\, Currencycloud \nMonica Murthy\, Director of Sales & Partnerships\, Alloy \nRamona Ortega\, Esq.\, CEO\, WealthBuild \nJoyce Shen\, Investment and Operating Partner\, Tenfore Holdings \n\n6:00 PM – CLOSING REMARKS \nAmy Young\, CFA\, Industry Digital Strategist\, Microsoft  \n\n6:05 PM – NETWORKING RECEPTION
URL:https://cfany.org/event/generative-ai-myths-opportunities/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Fintech Thought Leadership Group,Global Passport,Virtual Events & Programming
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GEO:40.7579565;-73.9846558
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END:VEVENT
END:VCALENDAR