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DTSTART;TZID=America/New_York:20230308T180000
DTEND;TZID=America/New_York:20230308T193000
DTSTAMP:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230405T180000
DTEND;TZID=America/New_York:20230405T193000
DTSTAMP:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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:20260620T195043
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230601T133000
DTEND;TZID=America/New_York:20230601T190000
DTSTAMP:20260620T195043
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
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2023/05/Generative-AI.jpeg
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230607T083000
DTEND;TZID=America/New_York:20230608T172500
DTSTAMP:20260620T195043
CREATED:20230414T213614Z
LAST-MODIFIED:20230828T134045Z
UID:77382-1686126600-1686245100@cfany.org
SUMMARY:33rd Annual High Yield Bond Conference
DESCRIPTION:OverviewThe 33rd Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals\, investors\, and academics to discuss the latest trends\, opportunities\, and challenges facing the high-yield market. \nThe conference will feature keynote speakers and panel discussions with experts from the high-yield bond market\, including fund managers\, credit analysts\, economists\, and other industry leaders. The speakers will share their insights on a range of topics\, including market conditions\, credit analysis\, valuation techniques\, and investment strategies. \nAdditional Information\nDate & Time\nWednesday\, June 7 \n8:30 AM – 4:00 PM \nThursday\, June 8\n8:30 AM – 5:25 PM \nIn-Person$$80for MembersNonmembers: $160 (Per Day)Virtual$$30for Members Nonmembers: $60 (Per Day)AgendaDay 1 Day 2Day 1 \n8:30 AM | REGISTRATION \n\n9:00 AM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n9:05 AM | HIGH YIELD BASICS \nJudah Gross\, Senior Director\, Fitch Ratings \n\n9:50 AM | COVENANTS \nEvan Friedman\, Senior Vice President/ Manager\, Moody’s Investors Service\, Inc.  \n\n10:35 AM | COFFEE BREAK \n\n11:00 AM | HIGH YIELD MARKET ORIGINS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n11:45 AM | CORPORATE BANKRUPTCY PROCESS \nMichael L. Cook\, Of Counsel\, Schulte Roth & Zabel \n\n12:45 PM | LUNCH \n\n1:15 PM | CREDIT ANALYSIS \nMatt Zloto\, Senior Special Situations Analyst\, CreditSights \n\n2:00 PM | HIGH YIELD ETFs \nBrad Sullivan\, CFA\, Portfolio Manager\, State Street Global Advisors \n\n2:45 PM | CLOSING REMARKS \nDay 2\n8:30 AM | REGISTRATION \n\n9:00 AM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n9:05 AM | HIGH YIELD MARKET OUTLOOK \nLotfi Karoui\, Ph.D.\, Managing Director\, Goldman Sachs \n\n9:50 AM | CREDIT VIEWS \nSandy Burns\, CPA\, Managing Director\, Head of High Yield Research\, Stifel Nicolaus \nDavid Hargreaves\, Managing Director\, Stifel Nicolaus  \n\n10:35 AM | COFFEE BREAK \n\n11:00 AM | NEW ISSUE MARKET \nJohn Atkins\, Managing Editor\, PitchBook/LCD \n\n11:45 AM | NEW RESEARCH FINDINGS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:15 PM | EMERGING MARKETS CORPORATES \nKatherine Renfrew\, Managing Director\, Nuveen \n\n1:00 PM | LUNCH \n\n1:30 PM | HIGH YIELD PREFERREDS \nJay Hatfield\, CEO\, Infrastructure Capital Advisors\, LLC \n\n2:15 PM | PORTFOLIO MANAGERS PANEL \nModerator \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nPanelists \nMartha Metcalf\, CFA\, Head of Credit\, North America\, Schroders Investment Management \nFrancis Rodilosso\, CFA\, Head of Fixed Income\, ETF Portfolio Management\, VanEck \nDavid Sherman\, Managing Principal\, Cohanzick Capital Management LLC \n\n3:15 PM | COFFEE BREAK \n\n3:30 PM |  LEVERAGED LOANS \nJeffrey Gallo\, SVP/ Co-Head of Liquid Credit\, Shenkman Capital Management \n\n4:15 PM | CLOSING REMARKS \n\n4:20 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nThe outlook for the high-yield bond market in the current economic environment\nCredit analysis and research in the high-yield market\nThe impact of interest rate movements on high-yield bonds\nOpportunities and challenges in the distressed debt market\nThe role of high-yield bonds in portfolio construction\nThe evolution of the high-yield market and its impact on investors
URL:https://cfany.org/event/33rd-annual-high-yield-bond-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,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2023/04/HYB.jpeg
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:20230607T180000
DTEND;TZID=America/New_York:20230607T193000
DTSTAMP:20260620T195043
CREATED:20230109T194547Z
LAST-MODIFIED:20230109T194802Z
UID:75974-1686160800-1686166200@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-61/
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:20230608T173000
DTEND;TZID=America/New_York:20230608T203000
DTSTAMP:20260620T195043
CREATED:20230324T171257Z
LAST-MODIFIED:20230907T161639Z
UID:77071-1686245400-1686256200@cfany.org
SUMMARY:9th Annual Real Estate Outlook
DESCRIPTION:OverviewA skyscraper boom in the roaring 1920’s heralded the rise of the modern office building\, crammed with swivel chairs and desks. As corporate giants emerged and Wall Street firms flourished\, office-space demand exploded in the 1970’s\, fueling a wave of new tower blocks\, such as the World Trade Center and the Sears Tower. Now\, as hybrid and remote work reduces demand for physical workplaces\, a different type of potential boom — adaptive reuse — is gathering steam. \nThere are two significant structural forces impacting today’s commercial real estate office market: \n\nThe rise of hybrid work combined with a flight to quality by companies seeking newer office buildings with high-quality amenities. As a result\, older\, commodity-like office buildings are becoming competitively obsolete\nThe Federal Reserve’s fight against inflation is being combatted with an interest rate regime change that is resetting office values and straining capital structures.\n\nAccordingly\, a growing number of distressed office buildings is reflecting a recognition by owners and lenders that the robust return to the office they had hoped for isn’t likely ever to materialize. The number of employees returning to the office has plateaued at around half the level it was before the pandemic\, reflecting the popularity of remote and hybrid work policies. \nPublic and private sector investment is beginning to respond to this dramatic shift in office use. Most major urban city administrations are unveiling recommendations to facilitate the conversion of underused office space into alternative uses including housing and hospitality. Private equity firms\, distressed debt investors and owner/operators are beginning to embrace this trend and seeking underutilized and/or distressed office assets for adaptive reuse. \nAgenda5:00 PM | REGISTRATION \n\n5:30 PM | OPENING REMARKS \nMichael Ball\, CFA \, Vice-Chair \n\n5:35 PM | KEYNOTE SPEAKER \nMelissa Román Burch\, COO\, NYCEDC \n\n6:20 PM | BREAK \n\n6:25 PM | PANEL DISCUSSION \nModerator \nPatrick Nessenthaler\, CFA\, CAIA\, MAI\, CRE\, Founder & CEO\, Ness & Associates \nPanelists \nMelissa Román Burch\, COO\, NYCEDC \nJames Fogarty\, Managing Director\, Macquarie Asset Management \nRobert Fuller\, AIA\, LEED® AP\, Studio Director\, Principal\, Gensler \nShane Taylor\, Ph.D.\, Americas Head of Research\, CBRE Investment Management \n\n7:10 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nThomas Schultz\, CFA\, CAIA\, Principal Investment Analyst\, Cornell University Office of University Investments \n\n7:30 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the office market segmentation\, the supply size of the trophy\, class A\, B and C sub-sectors and their geographic dispersion.\nDiscuss the outlook for traditional office space from owners’ and lenders’ perspective given the rise in popularity of hybrid working arrangements; how do upcoming debt maturities impact decisions?\nUnderstand the demand drivers for the conversion of traditional office space into residential buildings and the known and unknown costs associated with conversions.\nUnderstand the most important investment decisions of office space conversions. What are the characteristics of a good and bad conversion opportunity?\nHear from leaders from the public domain as we trend towards adaptive reuse.
URL:https://cfany.org/event/9th-annual-real-estate-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,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:20230615T180000
DTEND;TZID=America/New_York:20230615T190000
DTSTAMP:20260620T195043
CREATED:20221221T162606Z
LAST-MODIFIED:20230106T220815Z
UID:75813-1686852000-1686855600@cfany.org
SUMMARY:CFA Society New York Book Club: Sandworm: A New Era of Cyberwar and the Hunt for the Kremlin's Most Dangerous Hackers
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: Sandworm: A New Era of Cyberwar and the Hunt for the Kremlin’s Most Dangerous Hackers \nAuthor: Andy Greenberg
URL:https://cfany.org/event/cfa-society-new-york-book-club-sandworm-a-new-era-of-cyberwar-and-the-hunt-for-the-kremlins-most-dangerous-hackers/
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:20230621T180000
DTEND;TZID=America/New_York:20230621T193000
DTSTAMP:20260620T195043
CREATED:20230109T194808Z
LAST-MODIFIED:20230109T194808Z
UID:75975-1687370400-1687375800@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-62/
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230622T173000
DTEND;TZID=America/New_York:20230622T203000
DTSTAMP:20260620T195043
CREATED:20230216T202207Z
LAST-MODIFIED:20231018T162102Z
UID:76516-1687455000-1687465800@cfany.org
SUMMARY:5th Annual Endowment and Foundation Chief Investment Officer Roundtable
DESCRIPTION:OverviewThe 5th 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. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \n\n6:05 PM | KEYNOTE SPEAKER \nJon Lukomnik\, Founder\, Sinclair Capital LLC \n\n6:45 PM | PANEL DISCUSSION \nModerator \nMonique Aiken\, Managing Director\, The Investment Integration Project \nPanelists \nRini Banerjee\, President\, Jessie Smith Noyes Foundation \nBert Feuss\, Senior Advisor\, Community Capital Advisors LLC & Volunteer Investment Advisor\, UC Davis Foundation & The California Endowment \nFran Seegull\, President\, U.S. Impact Investing Alliance \n\n7:30 PM | CLOSING REMARKS \nTexas Hemmaplardh\, CFA\, Partner\, Mercer \n\n7:35 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager Search and Selection\n\nSponsors
URL:https://cfany.org/event/5th-annual-endowment-and-foundation-chief-investment-officer-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230626T083000
DTEND;TZID=America/New_York:20230626T160000
DTSTAMP:20260620T195043
CREATED:20221027T222149Z
LAST-MODIFIED:20230907T161105Z
UID:75352-1687768200-1687795200@cfany.org
SUMMARY:26th Annual Raymond James Insurance Conference
DESCRIPTION:OverviewThe equity capital markets have experienced a challenging environment over the last year due\, in part\, to the Fed’s actions to combat inflation and concerns of a potential recession. While the S&P 500 finished down 19% in 2022\, the insurance sector outperformed with property/casualty insurance up 17%\, life insurance up 7% and insurance brokers off only 1% in 2022. We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY\, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology\, pricing\, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage. \n×Agenda\n8:30 AM | REGISTRATION \n\n9:00 AM | OPENING REMARKS \n\n9:05 AM | HAGGERTY \nPatrick McClymont\, CFO \nJay Koval\, SVP-IR \n\n9:40 AM | AMBAC \nClaude LeBlanc\, President & CEO \nDavid Trick EVP\, CFO\, & Treasurer \nSharon Smith\, EVP & CSO \nCharles J. Sebaski\, MD & Head of IR \n\n10:15 AM |  BRANCH \nSteve Lekas\, CEO & Co-Founder and Thommy Guerrero\, CFO\, Branch \n\n11:05 AM | SKYWARD \nAndrew Robinson\, CEO \nMark Haushill\, CFO \n\n11:35 AM | THE FORTEGA GROUP \nRichard Kahlbaugh\, CEO \nMike Grasher\, CFO \nAbbie Taylor\, COO \n\n12:10 PM | LUNCH \n\n12:30 PM | GRADIENT AI / COVER WHALE \nStan Smith\, Founder & CEO\, Gradient AI \nDan Abrahamson\, CEO\, Cover Whale \n\n1:20 PM | ACCELERANT \nJeff Radke\, CEO & Co-Founder and Jay Green CFO \n\n2:10 PM | HUB INTERNATIONAL LIMITED & SIAA \nClark Wormer Managing Director\, Mergers & Acquisitions\, HUB Int. \nSean Kenny SVP – Corporate Development\, SIAA \n\n3:30 PM | UNITED INSURANCE HOLDING CORP. \nBrad Martz\, President & CFO \n\n4:05 PM | CLOSING REMARKS \nCloseParticipating Companies×Agenda\n8:30 AM | REGISTRATION \n\n9:00 AM | HAGGERTY \nPatrick McClymont\, CFO \nJay Koval\, SVP-IR \n\n9:35 AM | AMBAC \nClaude LeBlanc\, President & CEO \nDavid Trick EVP\, CFO\, & Treasurer \nSharon Smith\, EVP & CSO \nCharles J. Sebaski\, MD & Head of IR \n\n10:10 AM | BRANCH \nSteve Lekas\, CEO & Co-Founder and Thommy Guerrero\, CFO\, Branch \n\n11:00 AM | SKYWARD \nAndrew Robinson\, CEO \nMark Haushill\, CFO \n\n11:35 AM | THE FORTEGRA GROUP \nRichard Kahlbaugh\, CEO \nMike Grasher\, CFO \nAbbie Taylor\, COO \n\n12:05 PM | LUNCH \n\n12:30 PM | GRADIENT AI / COVER WHALE \nStan Smith\, Founder & CEO\, Gradient AI \nDan Abrahamson\, CEO\, Cover Whale \n\n1:20 PM | ACCELERANT \nJeff Radke\, CEO & Co-Founder and Jay Green CFO\, Accelerant \n\n2:10 PM | HUB INTERNATIONAL LIMITED & SIAA \nClark Wormer Managing Director\, Mergers & Acquisitions\, HUB Int. \nSean Kenny SVP – Corporate Development\, SIAA \n\n3:00 PM | UNITED INSURANCE HOLDING CORP. \nBrad Martz\, President & CFO \n\n3:30 PM | CLOSING REMARKS \nCloseSee AgendaAccelerant empowers specialty underwriters\, who we call Members\, via our team of experts\, transparent data\, differentiated technology\, and dynamic analytics – a recipe for profitable growth. We focus on unlocking each of our Members’ unique capabilities to fully leverage their expertise in serving their policyholders. We support the needs of our Members across the US\, Australia\, UK\, and Europe. \n\nAmbac (AMBC) owns and operates specialty property and casualty insurance businesses. Our P&C companies specialize in program insurance\, a fast-growing segment of the industry that targets niche classes of risk. Our strategy is to build and buy P&C-focused program underwriting and distribution companies\, which we support and scale via our comprehensive business services platform. Our Legacy Financial Guarantee insurance business is being actively de-risked and has been in run-off since 2008. \n\nBranch is home and auto insurance that’s simple to buy and built for savings. Through its revolutionary instant-bind capability\, Branch removes all of the friction associated with getting covered\, helping consumers bundle their home and auto insurance with ease. Built as a reciprocal exchange\, the Branch Insurance Exchange taps into the power of community to make insurance more accessible and affordable for everyone. Branch is a Public Benefit Corporation and Certified B Corporation committed to meeting high standards of social and environmental performance\, and accountability. Branch was launched in 2019 by insurance veteran Steve Lekas and tech entrepreneur Joe Emison\, and is headquartered in Columbus\, Ohio. Branch is underwritten by the Branch Insurance Exchange\, Everspan Insurance Company\, and General Security National Insurance Company (GSNIC). To learn more\, visit Branch.com. \n\nCore Specialty is a specialty P&C insurer which focuses on small to mid-sized businesses in niche markets. Core Specialty operates under a business unit philosophy which allows its divisions local decision-making for underwriting\, claims\, and policy servicing. The company’s divisions include Agriculture\, Commercial Auto\, D&O\, E&O\, Equine\, Excess Casualty\, Fronted Programs\, Healthcare Professional Liability\, Marine & Energy\, Property\, and Workers’ Compensation. \n\nCover Whale\, an insurtech founded by experienced insurance and technology veterans\, focuses on technology\, underwriting\, and data to provide innovative insurance programs for the commercial trucking industry. Cover Whale’s unique Driver Safety Program combines coverage with telematics\, dash cams and real-time driver coaching to reduce claims\, keep drivers safe and save lives on America’s roads. Cover Whale delivers its product through more than 5\,000 agents with the industry’s fastest\, most agent-friendly online quoting experience. Maintaining excellent agent relationships has driven more than $450 million in premium through the Cover Whale platform. With a fundamental belief that safe driving should be rewarded\, Cover Whale-insured drivers may receive up to 20% off when renewing their auto liability policy. The company has been named one of America’s Best Startup Employers on Forbes’ 2023 list. For more information\, visit www.coverwhale.com. \n\nThe Fortegra Group\, a subsidiary of Tiptree\, Inc (Nasdaq: TIPT)\, is a global specialty insurer. For more than 40 years\, Fortegra and its subsidiaries have delivered risk management solutions that help people and businesses succeed in the face of uncertainty. As a global specialty insurer\, Fortegra offers a diverse set of admitted and surplus insurance products and warranty solutions. Fortegra’s A.M. Best Financial Strength Rating of A- (Excellent) is a result of rigorous underwriting standards and consistent profitability. \n\nGradient AI is a leading provider of proven artificial intelligence (AI) solutions for the insurance industry. Companies using its solutions improve loss ratios\, reduce quote turnaround times\,  claim duration\, and claim costs.  Leveraging a vast database of millions of both policy and claim records\, machine learning and natural language processing\, Gradient AI’s solutions drive better outcomes for underwriters and claim managers.  Customers include some of the most recognized insurance carriers\, MGAs\, TPAs\, risk pools\, PEOs and large self-insureds across all major lines of insurance. By using Gradient AI’s solutions\, insurers of all types achieve a better return on risk. \n\nHagerty (HGTY) is a leading provider of specialty vehicle insurance\, expert car valuation data and insights\, live and digital car auction services\, immersive events and automotive entertainment custom made for the 69 million Americans who self-describe as car enthusiasts. \n\nHub International Limited is a leading full-service global insurance broker and financial services firm providing risk management\, insurance\, employee benefits\, retirement and wealth management products and services. With more than 16\,000 employees in offices located throughout North America\, Hub’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy\, so clients are ready for tomorrow. \n\nSIAA is the largest alliance of independent insurance agencies in the United States with 49 regional master agencies and members comprising ~13% of all independent agencies. The company utilizes its unique relationships with strategic partner carriers and their provision of access to traditional and alternative markets to provide profit and equity appreciation opportunities to member agencies and competitive choices to consumers. \n\nSkyward (SKWD) is a growing specialty insurance company that provides commercial P&C solutions on an admitted and non-admitted basis. Skyward has a niche underwriting strategy focused on underserved\, dislocated markets where there are potential coverages gaps with standard and/or E&S policies. Skyward’s customers typically require highly specialized\, customized underwriting solutions and claims capabilities. Skyward writes multiple lines of business and distributes its products through various channels which allows management to respond to changing needs of commercial insureds. The company’s strategy is referred to as “Rule Our Niche” which management believes creates a strong defensible market position\, a competitive moat\, and a winning culture in the company’s chosen markets. \n\nUnited Insurance Holding Corp. (UIHC) was founded in 1999 and is the insurance holding company for two P&C carriers: American Coastal Insurance Company (ACIC) and Interboro Insurance Company (IIC) along with other operating affiliates. ACIC has the #1 market share of commercial residential property insurance (commercial lines) in Florida with roughly 5\,100 policies and $563 million of premium in-force. IIC’s homeowners & fire insurance products (personal lines) are written exclusively in New York with roughly 18\,000 policies and $31 million of premium in-force. \nPresented in Partnership With
URL:https://cfany.org/event/26th-annual-insurance-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,Industry Conference,Other Industry Events,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230627T173000
DTEND;TZID=America/New_York:20230627T183000
DTSTAMP:20260620T195043
CREATED:20230605T191419Z
LAST-MODIFIED:20230605T191419Z
UID:78616-1687887000-1687890600@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-7/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230712T173000
DTEND;TZID=America/New_York:20230712T203000
DTSTAMP:20260620T195043
CREATED:20230516T165638Z
LAST-MODIFIED:20240530T191941Z
UID:78151-1689183000-1689193800@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:OverviewJoin the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers\, gain a comprehensive understanding of the market outlook\, and learn from panelists at leading firms and organizations\, offering their views on the forward-looking market conditions. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | INTRODUCTION \n\n6:10 PM | PANEL DISCUSSION \nModerator \nLindsey Rubinstein\, Chief Marketing and IR Officer\, Managing Director\, Opus \nPanelists \nKeith Collier\, CFA\, Director of Asset Allocation Research\, BNY Mellon Investor Solutions \nLee Ferridge\, Head of Multi-Asset Strategy\, State Street \nRon Temple\, Chief Market Strategist\, Lazard \nKesi Wang\, CFA\, Director & Senior Trader\, Bank of America \n\n7:20 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Committee Chair\, Institutional Asset Managment Group \n\n7:30 PM | NETWORKING RECEPTION \nAdditional Details
URL:https://cfany.org/event/midyear-market-outlook-5/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2023/05/Midyear-Market-Outlook-image.jpeg
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230712T180000
DTEND;TZID=America/New_York:20230712T193000
DTSTAMP:20260620T195043
CREATED:20230109T192937Z
LAST-MODIFIED:20230517T172321Z
UID:75969-1689184800-1689190200@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-60/
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:20230713T173000
DTEND;TZID=America/New_York:20230713T203000
DTSTAMP:20260620T195043
CREATED:20230223T190459Z
LAST-MODIFIED:20230907T160614Z
UID:76576-1689269400-1689280200@cfany.org
SUMMARY:Emerging Markets: The Long March
DESCRIPTION:OverviewEmerging markets allocations have long held the promise of growth and outsized total return\, therefore earning a place in strategic allocations for Western economy investors. Yet risk drag\, local market inefficiencies\, and poor governance have often led investors to despair. \nWhen\, during the Long March of investing in places like China\, can investors expect to reap the benefits of this risky asset class? \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | INTRODUCTION \n\n6:05 PM | PANEL DISCUSSION \nModerator \nKristin Mott\, Founder\, Amberlake Capital \nPanelists \nMalcolm Dorson\, Senior Portfolio Manager\, Mirae Asset Global Investments \nChristine Reed\, LatAm Analyst\, Fixed Income\, Ninety One \nSanford Rich\, Executive Director\, NYC Board of Education Retirement System \n\n7:05 PM |  Q&A \n\n7:10 PM | BENEDICTION \n\n7:15 PM | RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat are the conditions for successful total return investing in the developing world?\nShould investors attempt a more tactically or opportunistically based approach?\nWhat are current conditions for investing in EM Equities and Debt\, and what is the near-term outlook?\n\nSponsored by
URL:https://cfany.org/event/emerging-markets-the-long-march/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Investing Group,Global Passport,Virtual Events & Programming
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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230720T173000
DTEND;TZID=America/New_York:20230720T193000
DTSTAMP:20260620T195043
CREATED:20230623T202911Z
LAST-MODIFIED:20230720T154750Z
UID:78842-1689874200-1689881400@cfany.org
SUMMARY:How Asset Owners Source\, Underwrite\, and Monitor Equitably
DESCRIPTION:OverviewJoin us this summer for a thought-provoking discussion where a distinguished panel of experts will share exclusive insights into the strategies employed by endowments to navigate the dynamic financial landscape. \nThis panel of experts will share exclusive insights into how they approach DEI governance\, sourcing diverse talent\, equitable underwriting\, and equitable monitoring and engagement.  With no press coverage or live streaming available\, attendees will have a rare opportunity to gain privileged access to unique insights and valuable discussions that will not be shared elsewhere. \nAgenda5:00 PM | REGISTRATION \n\n5:30 PM | INTRODUCTION \nDaniel Fridson\, Managing Director\,  McCarvill Capital Partners \n\n5:35 PM | PANEL DISCUSSION \nModerator: \nBhakti Mirchandani\, Managing Director\, Responsible Investing\, Trinity Church Wall Street \nPanelists: \nTaffi Ayodele\, Director of Diversity\, Equity and Inclusion & Emerging Manager Strategy\, NYC Bureau of Asset Management \nGeeta Kapadia\, CFA\, Chief Investment Officer\, Fordham University \nRob Rahbari\, Senior Investment Officer & Assistant Treasurer\, University of Rochester \nSophia Tsai\, CFA\, Managing Director\, Trinity Church Wall Street \n\n6:30 PM | CLOSING REMARKS \nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Director Emeritus & Ex-Officio\, CFA Society New York \n\n6:35 PM | NETWORKING RECEPTION \nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager Search and Selection
URL:https://cfany.org/event/how-endowments-are-positioning-for-the-near-and-long-term/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/06/438877_an-image-that-can-be-used-for-a-financial-company-_xl-beta-v2-2-2.png
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230726T180000
DTEND;TZID=America/New_York:20230726T193000
DTSTAMP:20260620T195043
CREATED:20230517T172500Z
LAST-MODIFIED:20230725T195507Z
UID:78195-1690394400-1690399800@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-63/
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:20230803T180000
DTEND;TZID=America/New_York:20230803T190000
DTSTAMP:20260620T195043
CREATED:20221221T162706Z
LAST-MODIFIED:20230106T220839Z
UID:75814-1691085600-1691089200@cfany.org
SUMMARY:CFA Society New York Book Club:  Money Men: A Hot Startup\, A Billion Dollar Fraud\, A Fight for the Truth
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: Money Men: A Hot Startup\, A Billion Dollar Fraud\, A Fight for the Truth\nAuthor: Dan McCrum
URL:https://cfany.org/event/cfa-society-new-york-book-club-money-men-a-hot-startup-a-billion-dollar-fraud-a-fight-for-the-truth/
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:20230804T120000
DTEND;TZID=America/New_York:20230804T133000
DTSTAMP:20260620T195043
CREATED:20230510T152238Z
LAST-MODIFIED:20230523T171220Z
UID:77930-1691150400-1691155800@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing 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-25/
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,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
END:VCALENDAR