BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:CFA Society New York
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20160313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20161106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20170312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20171105T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20161104T090000
DTEND;TZID=America/New_York:20161104T160000
DTSTAMP:20260619T135255
CREATED:20171120T013725Z
LAST-MODIFIED:20180422T183411Z
UID:29859-1478250000-1478275200@cfany.org
SUMMARY:4th Global Infrastructure Conference
DESCRIPTION:Global Infrastructure Conference Series4th Global Infrastructure ConferenceFriday November 4\, 2016 9:00 AM through 4:00 PM \nAgenda\n8:00 AM\nRegistration and Continental Breakfast \n8:25 AM\nWelcome\nDaniel Dagen\, CFA\,‎ President and CEO\, CFANY \n8:30 AM\nSpecial Guest Keynote Address\nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n8:45 AM\nOpening Keynote Address\nMark B. Florian\, Managing Director\, Head of Infrastructure Funds\, First Reserve \n9:15 AM\nPower Panel \nThe power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session. \nModerator\nDan Aschenbach\, Senior Vice President\, Moody’s Investors Service \nMike McDermott\, Head of Municipal Research\, AIG‎ Asset Management Group\n\nRobert K. Simmons\, Partner\, Panda Power Funds \nRaymond S. Wood\, Managing Director\, Global Head of Power Utilities & Renewables\, Bank of America Merrill Lynch \n10:15 AM\nBreak \n10:20 AM\nEnergy Panel \nEnergy prices have been impacted dramatically with new lows being generated for oil & gas. Despite this reality\, energy is essential to the growth of the developed and emerging and frontier market economies. This panel segment will explore the key trends and themes at work in this core segment of the global economy. \nModerator\nAkhil Kapoor\, Senior Vice President & Senior Research Analyst\, Alliance Bernstein \nOlivier Mussat\, Chief Investment Officer\, IFC \nNick Cleary\, Investment Director\, Hastings \nChiara Salghini\, Investment Analyst\, Federated Investors \n11:15 AM\nEmerging and Frontier Markets Panel \nEmerging and frontier markets have experienced considerable volatility of late. Yet\, the need for infrastructure spending remains vital to the growth and stability of the sectors. This panel discussion will focus on the key trends and issues at work in this key sector of global growth. \nModerator\nCatherine Helleux\, Vice President\, Energy Structured Finance\,  Société Générale \nRoger K. Horn\, Director\, Global Fixed Income\, MacKay Shields \nAudrey Kaplan\, Senior Vice President\, Senior Portfolio Manager\, Head of International Equity Team\, Federated Investors \nJonathan Prin\, CFA\, Managing Director\, Head of Research\, Greylock Capital \n12:15 AM\nLunch \n12:45 PM\nLuncheon Keynote Address\nWalter Winrow\, Managing Director\, Global Project and Infrastructure Finance\, Moody’s Investors Service \n1:15 PM\nTransportation Panel: Roads\, Rails\, P3 and Sea and Air Ports \nWith an estimated $24 trillion projected to spent over the next 15 years\, the transportation sector (roads\, rails\, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session. \nModerator\nMichael Likosky\, Principal & Infrastructure Head\, 32 Advisors \nJosh Duitz\, Portfolio Manager\, Alpine Global Infrastructure Fund \nAlex Greenbaum\, VP – Private Equity & Infrastructure\, GIC \nJ. Michael McCarthy\, CFA\, Portfolio Manager\, APG \nMario Maselli\, Senior Director\, Global Real Assets\, TIAA Global Asset Management \nKurt Krummenacker\, Senior Vice President/Manager\, Moody’s Investors Service \n2:15 PM\nBreak \n2:30 PM\nWater Panel \nThe need for clean\, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies\, the water infrastructure sector is a vital area of discussion—and the focus of this session. \nMatthew J. Diserio\, President and Co-Founder\, Water Asset Management \nEric Glass\, CFA\, Portfolio Manager\, AllianceBernstein \nJustin “Biff” Ourso\, CFA\, Managing Director\, Global Real Assets\, TIAA Global Asset Management \nKetul Sakhpara\, CFA\, ​Portfolio Manager​\, Global Listed Infrastructure\, ​Franklin Templeton Investments \nRyan Wobbrock\, Vice President – Senior Analyst\, Moody’s Investors Service \n3:30 PM\nSpecial Closing Keynote Address\nUtku Teksoz\, Economist\, United Nations \n3:45 PM\nClosing Keynote Address \nPerry Offutt\, Managing Director\, Macquarie Infrastructure and Real Assets \n4:15 PM\nClosing Remarks and Adjournment\nPatrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities \nDescription\nThe World Economic Forum reported a trillion-dollar gap in infrastructure spending globally.  In America\, a country facing what has been termed a legitimate infrastructure crisis\, government spending on transportation\, energy\, water and wastewater\, and social infrastructure\, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects. \nInfrastructure—be it transportation infrastructure such as roads\, bridges and airports\, or “midstream” energy like pipelines—is vital for national economic prosperity\, supporting goods\, services and the workforce.  But in the U.S. as well as worldwide\, public funding to build and repair infrastructure is scarce\, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets. At the same time\, the intersection of technology and business drivers will possibly shape the momentum towards a changing investment climate in the coming years. \nCFANY’s 4th Annual Global Infrastructure conference will once more bring together leading executives\, analysts\, portfolio managers and investors in thought-provoking discussions on both the long term and near term outlook for the infrastructure industry with multiple panels across Power\, Oil & Gas\, Water\, Transport and emerging markets’ infrastructure. The panels and keynote addresses will explore sectorial themes as they relate to project pipelines and deal flow in 2017\, breakdown of financing and funding tools and upcoming opportunities with the ever-shifting legal and political landscape worldwide. Join the speakers and network with 200 industry professionals to discuss the global infrastructure deficit\, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/fourth-annual-global-infrastructure-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20161129T174500
DTEND;TZID=America/New_York:20161129T200000
DTSTAMP:20260619T135255
CREATED:20171120T005742Z
LAST-MODIFIED:20191018T220233Z
UID:29846-1480441500-1480449600@cfany.org
SUMMARY:Second Annual Sovereign Wealth Conference
DESCRIPTION:Agenda\n5:45 PM: Check-in \n6:05 PM: Welcome and Opening Comments\nJonathan Prin\, CFA\, Greylock Capital \n6:15 PM: Panel\n\nModerator\nHan Yik\, Head of Institutional Investors at the World Economic Forum \nSpeakers\nAlex Greenbaum\, VP – Private Equity & Infrastructure\, GIC\nMarcia Favale\, Member\, Government Investment Council\, Kazakhstan\nNigel Gormly\, Head of International Direct Investment\, New Zealand Superannuation Fund\nIk Ho Suh\, Head of NY Office\, Korea Investment Corporation (KIC)\nMitch Williams\, CFA\, Global Head of Equities\, Wafra \n7:30 PM: Closing Remarks\nMaria Shtrapenina\, CFA\, TAG Associates LLC \nDescription\nSovereign Wealth Fund delegates to discuss their long-term capital management philosophy\, asset allocation approach and outlook for global markets. ‎Since the early 2000s\, the asset pool of Sovereign Wealth Funds has grown exponentially at around 20% CAGR as the number of funds established expanded to keep up with the commodities-led balance of payment surpluses. In recent months of extended commodity slump\, some of these Sovereign Wealth Funds have held steady whereas others have tapped into accumulated capital as mandated by their investment objectives. Even though usually clubbed together\, not all SWFs are alike and many differ profoundly in investment mandates and source of funds. However\, all Sovereign Wealth Funds\, whether structured as stabilization funds\, savings & development funds or reserve investments\, have an important role in macroeconomic management and global financial stability. In this context\, the long term investment horizon combined with a set-up that’s typically ever-green and not subject to liability concerns\, has led these funds to have unique asset allocation profiles. \n*All discussions at the CFANY Sovereign Fund Conference are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund executives\, ensuring frank and productive discussions and an effective exchange of ideas among peers.
URL:https://cfany.org/event/second-annual-sovereign-wealth-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20161208T173000
DTEND;TZID=America/New_York:20161208T200000
DTSTAMP:20260619T135255
CREATED:20171101T013842Z
LAST-MODIFIED:20191023T184243Z
UID:28610-1481218200-1481227200@cfany.org
SUMMARY:1st Multiemployer (Union) Pension Conference
DESCRIPTION:Agenda\nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nDeepika Sharma\, CFA\, Portfolio Manager/Analyst\, Astor Investment \n6:05 PM: Keynote Address \nW. Thomas Reeder Jr.\, Director\, Pension Benefit Guaranty Corporation \n6:30 PM: Panel\nModerator: Christopher Brockmeyer\, Director of Employee Benefit Funds\, The Broadway League \nSpeakers\nChristine Dubois\, CFA\, CEO\, AFTRA Health & Retirement Funds\nScott Stone\, Chief Investment Officer\, Pentegra Retirement Services\nRandy G. DeFrehn\, Executive Director\, National Coordinating Committee for Multiemployer Plans\nDavid Blitzstein\, Advisory Director\, Board of the International Foundation of Employee Benefit Plans\nMonte Tarbox\, Executive Director\, Investments National Electrical Benefit Fund \n7:30 PM: Closing Remarks\nDeepika Sharma\, CFA\, Portfolio Manager/Analyst\, Astor Investment \n7:35 PM: Adjournment and Reception \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nDescription\nMultiemployer Pension plans\, which are operated by groups of companies together with officials of a union that represents their workers\, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades\, where the workers move from job to job\, taking their benefits with them. The trucking\, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1\,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans\, they have recovered significantly since 2009. ‎NYSSA’s First Annual Multiemployer Pension Conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets\, but also the low interest rate environment.
URL:https://cfany.org/event/multiemployer-pension-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series
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:20170126T173000
DTEND;TZID=America/New_York:20170126T200000
DTSTAMP:20260619T135255
CREATED:20171117T184241Z
LAST-MODIFIED:20171127T183543Z
UID:29648-1485451800-1485460800@cfany.org
SUMMARY:1st Annual Institutional Investment Consulting Roundtable
DESCRIPTION:1st Annual Institutional Investment Consulting RoundtableJanuary 26\, 2017 \nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nKelly Holmes\, Vice President\, Consultant Relations\, TIAA Global Asset Management \n6:05 PM: Keynote Address\nRichard M. Charlton\, Chairman Emeritus\, NEPC\, LLC \n6:30 PM: Panel\nModerator \nSteve Case\, CFA\, Partner\, Mercer Investment Consulting \nSpeakers \nTod Trabocco\, CFA\, Managing Director\, Cambridge Associates\nJohn Robinson\, Senior Managing Consultant\, PFM Asset Management\nMark Brubaker\, CFA\, Managing Director\, Wilshire OCIO Solutions Group\nPete Keliuotis\, Senior Managing Director\, Cliffwater LLC\nRoger Fenningdorf\, Head of Global Manager Research\, Founder & Partner\, Rocaton \n7:30 PM: Closing Keynote\nMichael Ryan\, CFA\, Managing Director and Head of Research\, Hamilton Lane \n7:55 PM: Closing Remarks\nJonathan Prin\, CFA\, Managing Director\, Greylock Capital \n8:00 PM: Adjournment and Reception \nDescription\nInstitutional investment consultants provide investment advice to public and private companies\, foundations and endowments looking for help with managing their money\, or the money in their employees’ retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research\, consultants provide the “short list” of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market. Cerulli Associates’ survey of institutional asset managers indicates that consultant-intermediated business accounts for just less than 60% of 2012 asset flows. Further segmentation of the data by firm size shows that consultant-generated business was greater for smaller firms with $10 billion or less in asset under management\, accounting for 75% of these firms’ asset flows. Conversely\, asset management firms with greater than $50 billion in AUM generated a little less than half of their new flows were consultant-intermediated. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/1st-annual-institutional-investment-consulting-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170202T170000
DTEND;TZID=America/New_York:20170202T200000
DTSTAMP:20260619T135255
CREATED:20171023T151631Z
LAST-MODIFIED:20171117T183124Z
UID:27811-1486054800-1486065600@cfany.org
SUMMARY:Green Bond Investment Outlook
DESCRIPTION:Green Bond Investment OutlookFebruary 2\, 2017 \nAgenda\n5:00PM Welcoming Remarks\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n5:02PM Keynote Address\nMike Eckhart\, Managing Director\, Global Head of Environmental Finance and Sustainability\, Citigroup \n5:30PM Green Bond Asset Manager Panel \nModerator\nHenry Shilling\, Senior Vice President\, Moody’s Investors Service \nPanelists\nEric Glass\, CFA\, Portfolio Manager\, AllianceBernstein\nStephan Bonte\, CFA\, Director of Sustainable Investing\, Standish\nTimothy J. Coffin\, Senior Vice President\, Breckinridge\nAnn Marie Griffith\, Managing Director US Fixed Income\, APG Asset Management \n6:30PM Green Bond Asset Allocator Panel \nModerator\nManuel Lewin\, Head of Responsible Investment\, Zurich Insurance Company \nPanelists\nBryon Willy\, Principal\, Mercer Investment Consulting\nAndrew Russell\, Director of Fixed Income Investments\, Pension Boards- UCC\nStephen Freedman\, PhD\, CFA\, Executive Director\, Head of Thematic and Sustainable Investing Strategy\, UBS Wealth Management Americas \n7:30PM Closing Remarks & Networking\nDeepika Sharma\, CFA\, Board of Directors\, CFANY \nDescription: \nGreen bonds continue to set new volume records this year. About $26 billion in green bonds came to market in the third quarter alone\, bringing the year-to-date global total to $63 billion. It is now expected that 2016 will be the best year on record\, with volume likely to exceed $80 billion. With China’s increasing commitments to the green bond market\, issuance could even reach $100 billion in 2016. While the growth rate has been impressive\, absolute green bonds volume still represents only a small fraction\, less than 1% by some estimates\, of the total worldwide fixed income market. \nGreen bonds have served as an important catalyst to focus attention on climate change and the collective actions that must be taken to reduce greenhouse gas emissions. At the same time\, the green bond market will have to achieve geometric growth if this segment of the bond market is to play a significant role in mobilizing capital toward environmental solutions. To achieve the Paris Climate agreement goal of limiting greenhouse gas emissions by holding the increase in the global average temperature to well below 2° Celsius above pre-industrial levels and pursuing efforts to limit the temperature increase to 1.5° Celsius above pre-industrial levels\, an unprecedented allocation of capital will be required to green the global economy. Estimates for the amount of climate finance needed for this transition vary widely\, but generally range from around $34-$114 trillion over the next 12 years. This\, by necessity\, will involve mobilizing public funds and also re-channeling a substantial flow of private capital towards sustainability projects. \nGreen bonds are expected to play an important role in such mobilization initiatives The event is intended to focus on current green market dynamics\, such as why we don’t see even higher levels green bond issuance\, but importantly\, it will address the factors that could further stimulate the future growth and development of green bonds in the US and overseas. \nWhat You Will Learn:\nThe evolution of\, in addition to the outlook for\, the green bond market\nUnderstanding and managing green bond risks\nGreen bond opportunities in the corporate bond market\nThe potential for green project bonds financing green infrastructure\nThe rise of green bond funds \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/green-bond-investment-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20170223
DTEND;VALUE=DATE:20170224
DTSTAMP:20260619T135255
CREATED:20200630T172456Z
LAST-MODIFIED:20200630T172456Z
UID:61821-1487808000-1487894399@cfany.org
SUMMARY:2nd Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewEven though we’re no longer in a Zero Interest Rate Policy environment\, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums\, targeted spreads and profitability. Add to the mix\, negative to low interest rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. \nFeaturingKeynote Speaker  \n\nLisa Longino\, Senior Managing Director\, Head of Portfolio Management Unit\, Metlife \n\n\nModerator \n\nHeather Davis\, Chief Investment Officer\, TIAA Global Real Assets \n\n\nPanelists \n\nEric M. Kirsch\, Global Chief Investment Officer\, Aflac \nSteve Napoli\, Chief Investment Officer\, Prudential International \nMichael Siegel\, Insurance Global Head\, Goldman Sachs Asset Management \nMay Seeman\, Chief Executive Officer\, MEAG New York Corporation (Munich Re subsidiary)
URL:https://cfany.org/event/2nd-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170406T173000
DTEND;TZID=America/New_York:20170406T200000
DTSTAMP:20260619T135255
CREATED:20171127T190530Z
LAST-MODIFIED:20191018T215955Z
UID:30412-1491499800-1491508800@cfany.org
SUMMARY:2nd Annual Single Family Office Conference
DESCRIPTION:2nd Annual Single Family Office ConferenceApril 6\, 2017 \nAgenda\n5:30PM: Check-In \n5:55PM: Sponsor Welcoming Remarks \nJason Psome\, CAIA\, Managing Director\, Nuveen \n6:00PM: Special Guest Keynote Address \nDr. Raphael Amit\, Founder\, Wharton Global Family Alliance \n6:15PM: CFANY Welcoming Remarks \nRobert Discolo\, CFA\, CAIA\, Chief Investment Officer\, River Partners Family Office and Board of Directors\, CFANY \n6:20PM: Keynote Address Fireside Chat \nMarc Lasry\, Chairman\, Chief Executive Officer and Co-Founder\, Avenue Capital Group\nJohn Andrew Levin\, Chief Executive Officer\, Portfolio Manager and Chairman\, Levin Capital Strategies\, L.P. \n6:45PM: Panel \nModerator\nMichael Oliver Weinberg\, CFA\, Chief Investment Strategist\, Protege Partners \nSpeakers\nSteven Christmann\, CEO\, Christmann Gutermann Family Office\nJeremy Bronfman\, Bronfman Family Office\nMike Compton\, Hinduja Group Family Office \n7:30PM: Closing Keynote \nJustin Rockefeller\, Trustee\, Rockefeller Brothers Fund; Co-Founder\, The ImPact\, Global Director of Family Offices and Foundations\, Addepar \n7:55PM: Closing Remarks \nPhil Taylor\, CFA\, Board of Directors\, CFANY \n8:00PM: Adjournment and Reception \nDescription\nThe 2nd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators\, their methodologies\, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/2nd-annual-single-family-office-conference-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170420T133000
DTEND;TZID=America/New_York:20170420T160000
DTSTAMP:20260619T135255
CREATED:20170328T065125Z
LAST-MODIFIED:20191009T205221Z
UID:13874-1492695000-1492704000@cfany.org
SUMMARY:Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills
DESCRIPTION:Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills Thursday\, April 20 2017\n5:30 pm – 8:00 pm \n  \nLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, April 19 2017 \nFees\n Member $30\nNonmember $70 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \nSponsor\n Africa is a continent with enormous potential and returns\, but with significant pitfalls for investors. In this conference\, we will explore legal and other methods for investors in private deals to manage their risks in Africa. Active and potential investors in Africa and other frontier markets will not want to miss this event! \nAgenda5:30 PM: Registration \n6:00 PM: Opening Remarks\nPatrick Holert\, CFA\, CAIA\, Board of Directors\, CFANY \n6:05 PM: Keynote Presentation \n6:30 PM: Panel\nPeter Leon\, Partner\, Co-Chairman\, Africa Practice Group\nKen Flechler\, Chief Administrative Officer\, Pike Corporation \nModerator\nStephen Murray \n7:30 PM: Closing Remarks\n Stéphane Braban\, Co-Chairman of Africa Group\, Herbert Smith Freehills \n7:35 PM: Reception \n8:30 PM: Adjourn \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/managing-risks-in-africa-brought-to-you-by-sponsor-herbert-smith-freehills/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Seminar
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:20170503T173000
DTEND;TZID=America/New_York:20170503T200000
DTSTAMP:20260619T135255
CREATED:20170502T140842Z
LAST-MODIFIED:20170503T154422Z
UID:15677-1493832600-1493841600@cfany.org
SUMMARY:The Euro: Political Experiment or Thousand-Year Currency?
DESCRIPTION:The Euro: Political Experiment or Thousand-Year Currency? \n  Wednesday\, May 3\n5:30 pm – 8:00 pm \n  \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nRegistration DeadlineTuesday\, May 2nd \nFees\n Members: $30\nNonmembers: $70 \n  \nSponsor\n The introduction of the Euro in the late 1990s was the fruition of decades of planning\, and held the hopes and dreams of several generations of Europeans. \nThe work of European statesmen\, politicians\, and their citizenry now appear at risk of permanent fracture\, if not comprehensive failure. Can the common currency survive the current political climate? Can Eurozone countries adapt to new pan-European realities? Will an intact Euro depend on fiscal union? Will the Euro thrive as a symbol of peace—after Europe’s most deadly century—or will it also succumb to the separate wills of nations? We will explore these and many other macroeconomic and geopolitical questions and points of view in the days before the seminal French election. \nAgenda5:45PM Registration \n6:05PM Opening Remarks \nHarumi Urata-Thompson\, CFA\, COO\, CFANY \n6:10PM Panel \nPoul Kristensen\, CFA\, CQF\, Managing Director\, Chief Economist\, Portfolio Manager\, New York Life Investment Management\nEbrahim Rahbari\, Managing Director\, Global Economics Team\, Citi Research\nLuca Passoni\, Independent Consultant\, Casa Lambert LLC\nRobert Lynch\, Global Head of Foreign Exchange Strategy\, JPMorgan Private Bank \nModerator: David Allen\, CFA\, Institutional Director\, Schroders \n7:20PM Closing Remarks \nDavid Allen\, CFA\, Institutional Director\, Schroders \n7:25PM Reception \n8:30PM Adjourn \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/the-euro-political-experiment-or-thousand-year-currency/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2017/05/theuro-1.png
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:20170504T140000
DTEND;TZID=America/New_York:20170504T163000
DTSTAMP:20260619T135255
CREATED:20170328T071447Z
LAST-MODIFIED:20170504T220718Z
UID:13889-1493906400-1493915400@cfany.org
SUMMARY:Financial Reporting and Analysis Today: Making the Process Easier\, Faster & Better
DESCRIPTION:Financial Reporting and Analysis Today: Making the Process Easier\, Faster & Better Thursday\, May 4 2017\n6:00 pm – 8:30 pm \n  \nRegister NowLiveStream RegistrationLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday May 3 2017 \nFees\n Member $30\nNonmember $70 \n$10 Surcharge for Walk-Ins \nFREE LiveStream\n\nMembers Only\nHost\n Financial Reporting & Analysis Group \nSponsors\n Marketing Partner\n CFA Institute CE\n Sponsored by Kaplan Schweser \n2.0 Credits \nStructured financial reporting offers considerable value to investors today\, additional improvements would increase its value considerably. Investors are not fully aware of the tools currently available and how these tools can assist in their investment process. \nDescription \n\nThe program will explore how technology\, like the XBRL data standard\, can be harnessed to reform the financial reporting process and walk through key issues including:\nHow technology can be used to enhance the analytical process\nThe importance of financial data for investment decision making\nRecommendations for regulators and standard setters about how to improve the quality of corporate disclosures\nAdditional ways structure data would augment the usefulness of reported data\, such as in the MD&A and earnings releases\n\nLearning Outcome \nInvestors should be able to better understand how they can benefit from structured reporting today and in the future. \nWho Should Attend \nCFOs\, Directors\, Analysts\, Portfolio Managers \nAgenda5:35PM Check-in \n6:00PM Welcoming Remarks\nArthur Fliegelman\, CFA\,\, Analyst in the policy studies unit of the Office of Financial Research\, \n6:05PM Panel Discussion \nModerator\nMohini Singh\, ACA\,Director\, Financial Reporting Policy\, CFA Institute \nPanelists\nR. Harold Schroeder\, Board Member\, Financial Accountingg Standards Board (FASB) \nMark Montoya\, Chief of data Strategy\, Federal Deposit Insurance Corporation \nMichael Willis\, CPA\, Assistant Director\, Office of Structured Disclosure Division of economic and Risk Analysis\, SEC \nTodd Castagno\, CFA\, CPA\, Executive Director\, Morgan Stanley \nPranav Ghai\, Co-Founder\, Calcbench \n7:55PM Closing Remarks\nCampbell Pryde\, President and CEO\, XBRL US \n8:00PM Reception \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/financial-reporting-and-analysis-today-making-the-process-easier-faster-better/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170511T174500
DTEND;TZID=America/New_York:20170511T200000
DTSTAMP:20260619T135255
CREATED:20170502T204055Z
LAST-MODIFIED:20170510T214636Z
UID:15769-1494524700-1494532800@cfany.org
SUMMARY:The State of Retirement
DESCRIPTION:The State of Retirement This event is a part of the Putting Investors First Campaign 2017 at CFANY. The Putting Investors First campaign is a series of events held at over 100 CFA Societies around the world. \nThursday\, May 11\n5:45 pm – 8:00 pm \nRegister NowLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, May 10th \nFees\n Member $30\nNonmember $70 \nHost\n Private Wealth Management Group \nInstitutional Asset Management Group \nCFA Institute CE\n 1.5 Credits \nSponsored by Kaplan Schweser \nSpeakers\n Eric Henon\, President\, EACH Enterprise\nStacy Schaus\, Executive Vice President\, PIMCO\nRichard Schwam\, CFA\, Vice President\, Municipal Credit Research Analyst\, AllianceBernstein\nErin Kreszl\, Principal\, Financial Wellness Consultant\, Mercer \nModerator\nTom Anderson\, Retirement\, Investing & Financial Planning\, CNBC Digital \nOrganizers\n Ravi Chandran\, CFA\nLeo Schmidt\, CFA\nStephen Mayrose\, CFA\n \nSponsors\n Program Overview\nPlanning for individual retirement is one of the most important tasks for those in asset management. Investment professionals ranging from client facing advisors\, pension fund managers\, 401k administrators\, asset allocators\, alternative and traditional fund managers or individual asset analysts all play a role in building the needed assets for individuals during their working years that are used to sustain their retirement. \nAs part of the CFA Institute’s Investor education month\, the Private Wealth and Institutional Asset groups have jointly organized an event that will take a comprehensive and critical look at the key ways in which society is fulfilling retirement goals for the population. Hear from experts on defined contribution plans\, company defined benefit plans and government pension plans as they talk about the forces shaping the current state of retirement and the future implications for direct and indirect stakeholders. \nFeatures\, Benefits\, Values\nGet a comprehensive view about the state of retirement in America and the far reaching implications for direct and indirect stakeholders. \nMajor Points\n\nState of defined contribution plans\nState of municipal pension plans\nImpact on society\nKey forces shaping the future of retirement\n\nLearning Objectives\nFull understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future. \nWho Should Attend\nAnalysts\, Financial advisors\, Plan administrators\, portfolio managers. \nAgenda5:45 – 6:00PM: Registration \n6:00 – 6:10PM: Opening Remark\n \n\nStephen Mayrose\, CFA \n\n6:10 – 7:25PM: Presentation and Panel \n\nEric Henon\, President\, EACH Enterprise \nStacy Schaus\, Executive Vice President\, PIMCO \nRichard Schwam\, CFA\, Vice President\, Municipal Credit Research Analyst\, AllianceBernstein \nErin Kreszl\, Principal\, Financial Wellness Consultant\, Mercer \nModerator \nTom Anderson\, Retirement\, Investing & Financial Planning\, CNBC Digital \n\n7:25 – 7:30PM: Closing Remark \n\nHarumi Urata-Thompson\, CFA\, COO\, CFANY \n\n7:30-Conclusion: Networking \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/the-state-of-retirement/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Private Wealth Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170517T110000
DTEND;TZID=America/New_York:20170517T163000
DTSTAMP:20260619T135255
CREATED:20170329T012332Z
LAST-MODIFIED:20170517T171958Z
UID:14170-1495018800-1495038600@cfany.org
SUMMARY:Second Annual CFANY GIPS Forum
DESCRIPTION:Second Annual CFANY GIPS Forum Wednesday May 17 2017\n3:00 pm – 8:30 pm \nRegister NowLiveStream Registration\n Free to members only \nRegister NowLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineTuesday\, May 16 2017 \nFees$25 for Members\n$50 for Non-Members \nCFA Institute CEs4.0 Credits \nPlatinum SponsorsGold SponsorsBronze SponsorsSilver SponsorsMarketing SponsorsThe Global Investment Performance Standards (GIPS) are a set of standardized\, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years\, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date\, more than 1\,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute\, GIPS committees\, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions. \nAgenda3:00-3:30 Registration and Networking \n3:30-3:35 Opening Remarks\nHarumi Urata-Thompson\, CFA\, COO\, CFA Society New York \n3:35-3:40 Introduction\nAntonella Puca\, CFA\, CIPM\, CPA\, Board of Directors\, CFA Society New York \n3:40-4:15 Keynote Address – GIPS Implementation: A Status Update and a View of GIPS 2.0\nJonathan Boersma\, CFA\, Head of Professional Standards and Director on GIPS Executive Committee\, CFA Institute \n4:15-4:30 Presentation of Ashland GIPS Survey\nRichard J. Kemmling\, CPA\, CIPM\, CGMA\, Partner & President of Ashland Partners & Co. LLP \n4:30-5:10 Panel 1 – GIPS Technical Update\nModerator: Michael A. Wilhelm\, CFA\, Senior Vice President\, U.S. Trust\nThomas A. Peters\, CPA\, CIPM\, Director\, Audit & Accounting Investment industry Group Leader\nBeth Kaiser\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute\nKen Robinson\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute \n5:10-5:30 Break \n5:30-6:00 Calculation of Net Returns: Challenges and Solutions\nKrista Harvey\, CFA\, CIPM\, Chair\, U.S. Investment Performance Council\nAndre Mirabelli\, Ph.D.\, Director of Performance Analytics\, Opturo \n6:00-6:20 Case Study: Becoming GIPS Compliant—Rockefeller & Co\nRandi Lederman\, Compliance Officer\, Rockefeller & Co\nAllison K. Munro Jr.\, Director of Portfolio Analytics and Risk Management; Managing Director\, Rockefeller & Co \n6:20-7:00 Panel 2: GIPS Implementation: A practitioner’s Perspective\nModerator: Jed Schneider\, CIPM\, FRM\, Senior Vice-President\, Lazard Asset Management\nDaniel L. Sendrowitz\, Chief Compliance Officer\, Daruma Capital Management\nDavid Spaulding\, DPS\, CIPM\, the CEO & Founder of The Spaulding Group\, Inc\nAllison K. Munro Jr.\, Director of Portfolio Analytics and Risk Management; Managing Director\, Rockefeller & Co \n7:00-7:30 GIPS Help Desk\nModerator: Edward Ha\, CFA\, CIPM\, Portfolio Manager\, Senior Quantitative Analyst\, Gerstein Fisher\nBeth Kaiser\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute\nKen Robinson\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute \n7:30-8:30 Networking Reception \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/second-annual-nyssa-gips-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Performance & Risk Analytics,Programs for Members
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170523T083000
DTEND;TZID=America/New_York:20170523T100000
DTSTAMP:20260619T135255
CREATED:20170505T153214Z
LAST-MODIFIED:20170523T155918Z
UID:16614-1495528200-1495533600@cfany.org
SUMMARY:[INFORMATIONAL SESSION] Fitch CreditPath—Participants wanted for full-time paid internship program!
DESCRIPTION:[INFORMATIONAL SESSION] Fitch CreditPath \nParticipants wanted for full-time paid internship program!Tuesday\, May 23\n 8:30 am – 10:00 am \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nFees\n FREE \nMarketing Sponsor\n Speakers\n Jessalynn Moro\, Managing Director\, Head of US Public Finance\nJamie Krulewitz\, Managing Director\, Global Head of Talent Program \nProgram Overview\nFitch Ratings Brings Women Back to Work with CreditPath \nFitch Ratings announces Fitch CreditPath\, a ten-week\, full-time paid internship for financial services professionals ready to re-enter the workforce after an extended career break. \n“There is an underutilized talent pool of women who\, after stepping back from their career for family commitments or other personal reasons\, want to get back to work and are looking for a supportive environment that sets them up for success\,” said Jessalynn Moro\, managing director and analytical sponsor of the program. \n“I’ve been at Fitch my entire career. I know from experience that Fitch is a company that invests in its people – professionally\, but also personally. I am excited to help bring women back to work into the Fitch family\, augmenting our capabilities as a company and expanding their career opportunities.” \nRunning from September 25 through December 8\, 2017 at Fitch Ratings’ U.S. Headquarters in New York City\, Fitch CreditPath is a customized analytical program based on participants’ prior work experience that is geared towards facilitating workforce re-entry in credit analysis or related fields. \n“We welcome women back to the workforce and are committed to their successful re-entry\,” says Jamie Krulewitz\, managing director and global head of talent who leads the program.  “Fitch CreditPath will offer talented professionals an opportunity to become part of the Fitch community\, and at the same time help expand and diversify our talent base.” \nWhile no two candidates are alike\, here are some of the qualities Fitch is looking for: \n·       Experience in credit\, ratings\, and/or financial analysis \n·       4+ years of work experience prior to career break \n·       3+ years career break \n·       Strong desire and ability to return to the workforce \n·       Strong written and verbal communication skills with an ability to convey complex ideas and solutions concisely and persuasively \n·       A collaborative mindset and ability to operate within departmental and company-wide initiatives\, both on an individual basis and as part of a team \nUpon completion\, participants will have current analytical and technical skills that are in-demand and they will be well-positioned to compete for open analytical roles within Fitch. \nIf you are interested\, we encourage you to apply early\, as space is limited. Candidates will be evaluated on a rolling basis until all spots are filled. \nFor more information\, visit https://www.fitchratings.com/site/about/careers/creditpath. \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/informational-session-fitch-creditpath-participants-wanted-for-full-time-paid-internship-program/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Other Industry Events
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170523T120000
DTEND;TZID=America/New_York:20170523T153000
DTSTAMP:20260619T135255
CREATED:20170329T015206Z
LAST-MODIFIED:20250609T185728Z
UID:14197-1495540800-1495553400@cfany.org
SUMMARY:Venture Capital Conference: Perspectives from VCs and Allocators
DESCRIPTION:Venture Capital Conference: Perspectives from VCs and Allocators Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFANY’s code of conduct.\nTuesday\, May 23\, 2017\n4:00 pm – 7:30 pm \nRegister NowLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineMonday\, May 22nd \nFees\n Member $30\nNonmember $70 \nOrganizers\n Carole Crawford\, CFA\nKris Thiessen\, CFA\, CAIA \nHost\nAlternative Investments Group \nCFA Institute CE\n 1.5 credits\nSponsored by Kaplan Schweser \nSpeakers\n Keynote\nJoseph L. Dowling III\, Chief Investment Officer\, Brown University \nKeynote Q&A\nCarole Crawford\, CFA\, Founder and Managing Partner\, fincap360 \nModerator\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \nPanel\nChristopher Dawe\, Co-Head\, Venture Capital and Growth Equity\, Goldman Sachs Investment Partners\nJohn Frankel\, Founding Partner\, ff Venture Capital\nAlex Zisson\, Managing Director\, H.I.G. Capital \nProgram Overview\nIn this conference\, we will bring together leading venture capitalists and investors in venture-backed companies to learn how they pick winners\, add value and deliver returns. \nVenture capital has been a top performing asset class over the long run.  Our speakers will address a key question:  how can this outperformance be sustained? \nHear from a seed- and early-stage venture capitalist about his experiences leading investments in more than 80 companies\, including Cornerstone OnDemand\, Indiegogo\, Ionic Security and Plated. \nHear from a late-stage venture capital investor about his experiences investing more than $3.5 billion in private capital transactions – including two of the largest private internet investments globally – in venture-backed companies such as Uber\, Facebook\, Pinterest and Spotify. \nLearn how venture capitalists source their investments by developing relationships with entrepreneurs\, collaborating with other venture capitalists\, and even from Shark Tank! \nVenture capital returns have often outperformed public market indices.  US venture capital generated 13.2% IRR over the past 5 years and 25.8% IRR over the past 25 years\, according to Cambridge Associates. \nInvestments outpaced exits by 11X in 2016 – the highest level in a decade.  According to the National Venture Capital Association and PitchBook\, more than $69 billion was invested across 7700 venture-backed companies in 2016: however\, only $47 billion was exited in 726 VC-backed exits\, the lowest exit count since 2010. \nVenture capital funds have raised $112 billion in committed capital over the past 3 years.  2016 saw the highest amount raised in at least a decade at nearly $42 billion across 253 vehicles. \nOur speakers will discuss their experiences investing in venture-backed companies\, raising venture capital funds\, how they manage their portfolios and their expectations for the future. \nSources \nhttps://www.cambridgeassociates.com/press-release/weak-first-quarter-private-equity-venture-capital-funds-u-s-rebounded-q2-2016-according-cambridge-associates/ \nhttp://nvca.org/pressreleases/peaking-2015-venture-investment-activity-normalizes-2016-according-pitchbook-nvca-venture-monitor/ \nhttp://reports.pitchbook.com/4q-2016-pitchbook-nvca-venture-monitor/ \nFeatures\, Benefits\, Values\nAttendees will understand the perspectives of venture capitalists as well as allocators who invest in venture capital funds. \nLearning Objectives\n\nHow venture capitalists make investment decisions and choose which companies to back\nHow venture capitalists help create value in their portfolio companies\nHow venture capitalists raise venture funds to invest\nHow venture capitalists develop syndicates and collaborate with other investors\nHow venture capitalists source their investments\n\nWho Should Attend\nPartner; Managing Director; Chief Investment Officer; Vice President; Entrepreneur-in-Residence; Associate; Founder; Chief Executive Officer; President. \n\nAgenda\n\n\n\n\nTime\nDetails\n\n\n\n\n4:00pm\nCheck-In\n\n\n4:30pm\nWelcome & Opening Remarks \nMark Sullivan\, CFA\nManaging Director and Partner\, Stonehaven\nChair\, Alternative Investments Group\, CFANY\n\n\n4:40pm\nKeynote Address\n\nJoseph Dowling\nChief Investment Officer\, Brown UniversityKeynote Q&A\n\nCarole Crawford\, CFA — Moderator\nFounder and Managing Partner\, fincap360\n\n\n5:30pm\nPanel \nChristopher Dawe\nCo-Head\, Venture Capital and Growth Equity\, Goldman Sachs Investment Partners \nJohn Frankel\nFounding Partner\, ff Venture Capital \nAlex Zisson\nManaging Director\, H.I.G. Capital \nKris Thiessen\, CFA\, CAIA\, EA — Moderator\nFounder and Managing Partner\, Helix Management \nPanel Q&A\n\n\n6:30pm\nReception\n\n\n7:30pm\nAdjourn\n\n\n\n\nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/save-the-date-venture-capital-conference-perspectives-from-vcs-and-allocators/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference
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:20170531T180000
DTEND;TZID=America/New_York:20170531T200000
DTSTAMP:20260619T135255
CREATED:20170505T170923Z
LAST-MODIFIED:20170530T214639Z
UID:16628-1496253600-1496260800@cfany.org
SUMMARY:Fireside Chat: An Evening with the Chief of Staff of the U.S. Air Force
DESCRIPTION:Fireside Chat: An Evening with the\nChief of Staff of the U.S. Air Force Fees & Registration\n \n\n\n\n\nRegistration Deadline: Tuesday\, May 30th\nAttend Event*\nLiveStream\n\n\n\n\nMembers\n$10\nFREE\n\n\nNonmembers\n$50\n$25\n\n\nCFA Charterholders\n$50\nFREE\n\n\n\n\n*There will be a $10 surcharge for all walk-ins \nTo learn more and become a member\, click here. \n\nDate & LocationWednesday\, May 31st\n 6:00 – 8:00 pm\n* Followed by food & cocktail reception \nCFANY Conference Center\n 1540 Broadway #1010\, \n New York\, NY 10036 \n  \nHost\nVeterans Roundtable \nSponsor\n Marketing Sponsor\n Marketing Partner\n Iron Gate Chapter \nSpecial Guest\nGeneral David Goldfein\, CSAF \nModerator\n Darin Goodwiler\, Managing Director of Compliance\, Ethics and Risk\, CFA Institute \nRegistrationMembers\n Attend: $10 \nAttendLiveStream: FREE \nLiveStreamNonmembers\n Attend: $50 \nAttendLiveStream: $25 \nLiveStreamEvent OverviewGeneral David Goldfein\, the highest ranking member of the United States Air Force\, has agreed to a rare public engagement opportunity directly from the Pentagon to the investment industry.  With a $166 Billion dollar budget under his command\, he will be sharing his insights about how the increased commitment to defense spending by the White House will impact the investment industry\, and both the domestic and global economy at large. Due to its reputation on Wall Street and neutral status as a non-profit organization\, CFANY was chosen as the forum for General Goldfein to speak on these topics\, amongst others\, and take questions from the audience. \nAgenda\n\n\n\n\n6:00 – 6:30 pm\nRegistration\n\n\n6:30 – 7:30 pm\nFireside Chat\n\n\n7:30 – 8:00 pm\nReception\n\n\n\n\nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/save-the-date-fireside-chat-an-evening-with-the-chief-of-staff-of-the-u-s-air-force/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170601T174500
DTEND;TZID=America/New_York:20170601T193000
DTSTAMP:20260619T135255
CREATED:20170502T205619Z
LAST-MODIFIED:20170601T190314Z
UID:15772-1496339100-1496345400@cfany.org
SUMMARY:CFANY Author Series: THE END of ACCOUNTING and the Impact of Tax Legislation on Earnings
DESCRIPTION:CFANY Author Series: THE END of ACCOUNTING and the Impact of Tax Legislation on Earnings View Event Agenda & Details×\nAgenda\n\n\n\n\n\nTime\nDetail\n\n\n\n\n5:45-6:00 PM\nRegistration\n\n\n6:00-6:05 PM\nOpening Remarks \nElliot Trexler\, President and Chief Investment Officer\, Global Return Asset Management\, LLC\n\n\n6:05-6:25 PM\nAuthor Presentation of “The End of Accounting“ \nBaruch Lev\, Philip Bardes Professor of Accounting and Finance\, New York Univerrsity Stern School of Business\n\n\n6:25-6:45 PM\nAudience Question and Answer\n\n\n6:45 PM\nNetworking Reception\n\n\n\n\n\n  \nCloseThursday\, June 1\, 2017\n5:45 pm – 7:30 pm \n  \n  \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nRegistration DeadlineWednesday\, May 31st \n  \nFees\n Members: $30\nNonmembers: $70 \n  \nSponsor\n Host\n Value Investing Group \nCFA Institute CE®: 1.0 Credits\n CE credits sponsored by Kaplan Schweser \nSpeakers\n Baruch Lev\, Philip Bardes Professor of Accounting and Finance\, New York University Stern School of Business\nMurray Solomon\, Partner\, EisnerAmper \nOrganizers\n Elliot Trexler\nMichael Weinberg\, CFA \nView Event Agenda & DetailsMajor corporate decisions\, such as restructuring and M&A\, are predicated on financial indicators of profitability and asset/liabilities values. These documents move mountains\, sowhat happens if they’re based on faulty indicators that fail to show the true value of the company? Join us for a lively conversation with Professor and Author Baruch Lev on his newest book “The End of Accounting and the Path Forward for Investors and Managers”. You will leave the event with a blueprint for more accurate valuations. \nLearning Objectives\nActionable financial analysis\nIdentify financial statement impropriety\nGain insight on updated accounting procedures\nDiscover new and comprehensive economic indicators\nIdentify and value strategic resources in a company\n\nAuthorBaruch Lev is the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business. In his current positions\, Professor Lev teaches courses in accounting\, financial analysis and investor relations. Professor Lev has been with NYU for 17 years. His primary research areas of interest include corporate governance; earnings management; financial accounting; financial statement analysis; intangible assets/intellectual capital; capital markets; and mergers and acquisitions. Professor Lev is the author of five books including Intangibles: Management\, Measurement\, and Reporting\, and Financial Statement Analysis: A New Approach. His recent book is: Winning Investors Over (2012). Lev has published over 100 research studies in the leading accounting\, finance and economic journals. Professor Lev has received numerous awards and honorary doctorates. Before joining NYU\, Professor Lev held professorial positions at the University of Chicago\, the Hebrew University of Jerusalem\, Tel Aviv University\, where he was dean of the business school\, and University of California at Berkeley (jointly appointed by the business and law schools). Lev’s practical experience includes auditing\, and investment banking. He was also a partner in a consulting firm. \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/nyssa-author-series-baruch-levs-the-end-of-accounting/
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:20170605T174500
DTEND;TZID=America/New_York:20170605T200000
DTSTAMP:20260619T135255
CREATED:20170511T213610Z
LAST-MODIFIED:20170605T175249Z
UID:17137-1496684700-1496692800@cfany.org
SUMMARY:Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective
DESCRIPTION:Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective AgendaMonday\, June 5th\n5:45 pm – 8:00 pm \nRegister NowLivestream: Available to Members Only | FREE \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nRegistration DeadlineFriday\, June 2 \nFees\nMembers: $30\nNonmembers: $70 \n$10 surcharge for walk-ins \n  \n  \nHosts\n Global Investing Group\nInstitutional Asset Management Group \nCFA Institute CE\n 1.5 Credits\nSponsored by Kaplan Schweser \nCFP Board CE\n 1.5 Credits\nSponsored by Kaplan Schweser \nPanel\nTed Aronson\, CFA\, Founder and Managing Principal\, AJO Partners\nLeigh Drogen\, Founder and CEO\, Estimize\nYin Luo\, CFA\, CPA\, Vice Chairman\, Wolfe Research\nErin Gibbs\, Portfolio Manager\, Equities\, S&P Investment Advisory Services (SPIAS); Board Member\, Society of Quantitative Analysis (SQA) \nModerator\nJulie Abbett\, Executive Director\, J.P. Morgan \nOverviewIn the last decade\, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence\, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager\, Blackrock\, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market? \nHear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors. \nFeatures\, Benefits\, ValuesGet a comprehensive view of how industry experts are using and combining quantitative and fundamental analyses and how this will impact the investment industry. \nMajor Points\nCan fundamental fund managers improve performance incorporating quantitative models into their process?\nWhat are the advantages of this hybrid quant-amental approach?\nHow are Quantitative analysts and managers using Big Data and Machine Learning techniques?\nWhat are the practical challenges of using these techniques that investors should watch out for?\n\nAgenda\n\n\n\n\nTime\nDetails\n\n\n\n\n5:45-6:00PM\nREGISTRATION\n\n\n6:00-6:10PM\nOPENING REMARKS \nDeepika Sharma\, CFA\, Portfolio manager\, Astor Investment Management; Board Member\, CFANY\n\n\n6:10-7:10PM\nPANEL \nModerator\nJULIE ABBETT\, Executive Director\, J.P. Morgan \nPanelists\nTED ARONSON\, CFA\, Founder and Managing Principal\, AJO Partners\nLEIGH DROGEN\, Founder and CEO\, Estimize\nYIN LUO\, CFA\, CPA\, Vice Chairman\, Wolfe Research\nERIN GIBBS\, Portfolio Manager\, Equities\, S&P Investment Advisory Services (SPIAS); Board Member\, Society of Quantitative Analysis (SQA)\n\n\n7:10-7:15PM\nCLOSING REMARKS \nDavid Allen\, CFA\, Institutional Director\, Schroders\n\n\n7:15-8:00PM\nNETWORKING\n\n\n\n\n×Agenda\n\n\n\n\nTime\nDetails\n\n\n\n\n5:45-6:00PM\nREGISTRATION\n\n\n6:00-6:10PM\nOPENING REMARKS \nDeepika Sharma\, CFA\, Portfolio manager\, Astor Investment Management; Board Member\, CFANY\n\n\n6:10-7:10PM\nPANEL \nModerator\nJULIE ABBETT\, Executive Director\, J.P. Morgan \nPanelists\nTED ARONSON\, CFA\, Founder and Managing Principal\, AJO Partners\nLEIGH DROGEN\, Founder and CEO\, Estimize\nYIN LUO\, CFA\, CPA\, Vice Chairman\, Wolfe Research\nERIN GIBBS\, Portfolio Manager\, Equities\, S&P Investment Advisory Services (SPIAS); Board Member\, Society of Quantitative Analysis (SQA)\n\n\n7:10-7:15PM\nCLOSING REMARKS \nDavid Allen\, CFA\, Institutional Director\, Schroders\n\n\n7:15-8:00PM\nNETWORKING\n\n\n\n\nCloseCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/combining-quantitative-fundamental-tools-practitioners-perspective/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group,Institutional Asset Management
GEO:40.7579565;-73.9846558
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:20170606T163000
DTEND;TZID=America/New_York:20170606T200000
DTSTAMP:20260619T135255
CREATED:20170502T225400Z
LAST-MODIFIED:20170602T143313Z
UID:15807-1496766600-1496779200@cfany.org
SUMMARY:Regulatory Changes: Impact on Energy and Financial Service Companies
DESCRIPTION:Regulatory Changes: Impact on Financial Service and Energy Companies This event is a part of the Putting Investors First Campaign 2017 at CFANY. The Putting Investors First campaign is a series of events held at over 100 CFA Societies around the world. \nTuesday\, June 6th\n4:30 pm – 8:00 pm \nRegisterLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nRegistration DeadlineMonday\, June 5 \nFees\n Members $30\nNonmembers $70 \nOrganizer\nNir Yarden \nMarketing Sponsor\n Host\n Regulation & Market Integrity Group \nSpeakers\n Bradley Ball\, Financial Sector Strategist\, UBS\nBrian Golob\, Principal\, Conduct & Regulatory Risk Management\, Greenwich Associates & Former Global General Counsel & Chief Compliance Officer\, Russell Investments (2009-2017)\nAdam Gilbert\, Risk and Regulatory Co-Leader\, PwC Financal Services Advisory\nMark Menting\, Partner\, Financial Services Group\, Sullivan & Cromwell LLP\nAvi Garbow\, Partner\, Gibson\, Dunn & Crutcher; Former General Counsel\, U.S. Environmental Protection Agency (2013-2017)\nDiana Liebmann\, Partner\, Haynes & Boone\, LLP (Power & Utilities)\nGeorge Hopkins\,  Partner\, Vinson & Elkins LLP  (Oil & Gas) \nModerator\nNir Yarden\, Founder & Principal\, Yarden Law Firm\, LLC \nProgram Overview\nCurrent and anticipated regulatory changes will have an important impact on two critical investment sectors: Energy and financial services. If you invest in\, perform financial analysis on or work at energy or financial service companies\, it’s imperative that you be aware of the latest regulatory changes occurring in Washington\, DC and at a state level in order to assess what opportunities and risks these changes present to the companies you follow\, invest in or work at. \nOn Tuesday\, June 6\, the Regulation and Market Integrity Thought Leadership Group will sponsor two panel discussions made up of leading experts in both sectors to discuss current and anticipated regulatory changes impacting these sectors to help CFANY members assess those opportunities and risks. \nThe Financial Service Panel will discuss investment considerations associated with current proposed regulatory relief for midsized/smaller banks\, targeted Dodd-Frank ACT rollbacks\, DOL fiduciary rule implementation issues and the emergence of “shadow banking” sector and its impact on traditional bank business lines. The Energy Panel will discuss practical issues associated with the current rollbacks in energy and environmental regulations\, issues with respect to the U.S. withdrawal from the Paris climate accord and energy infrastructure and pipeline initiatives. \nAgenda\n4:30 – 5:00PM Registration\n\n5:00 – 5:10PM Opening Remark: Nir Yarden\, Principal\, Yarden Law Firm\, LLC and Chair\, Regulatory and Market Integrity Group \n5:10 – 6:10PM Financial Services Industry Panel \n\nModerator\nNir Yarden\, Founder & Principal\, Yarden Law Firm\, LLC \nPanel\nBradley Ball\, Financial Sector Strategist\, UBS \nBrian Golob\, Principal\, Conduct & Regulatory Risk Management\, Greenwich Associates & Former Global General Counsel & Chief Compliance Officer\, Russell Investments (2009-2017) \nAdam Gilbert\, Risk and Regulatory Co-Leader\, PwC Financal Services Advisory \nMark Menting\, Partner\, Financial Services Group\, Sullivan & Cromwell LLP \n\n6:10 – 7:10PM Energy/Environment Industry Panel \n\nModerator\nNir Yarden\, Founder & Principal\, Yarden Law Firm\, LLC \nPanel\nAvi Garbow\, Partner\, Gibson\, Dunn & Crutcher; Former General Counsel\, U.S. Environmental Protection Agency (2013-2017) \nDiana Liebmann\, Partner\, Haynes & Boone\, LLP (Power & Utilities) \nGeorge Hopkins\,  Partner\, Vinson & Elkins LLP  (Oil & Gas) \n\n7:10 – 7:15PM Closing Remark: Harumi Urata-Thompson\, CFA \n7:15PM Networking \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/save-the-date-regulatory-changes-impact-on-energy-and-financial-service-companies/
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:20170607T173000
DTEND;TZID=America/New_York:20170607T200000
DTSTAMP:20260619T135255
CREATED:20170502T202124Z
LAST-MODIFIED:20170522T223750Z
UID:15755-1496856600-1496865600@cfany.org
SUMMARY:How Financial Compliance is Transforming the Diamond Industry\, brought to you by De Beers
DESCRIPTION:How Financial Compliance is Transforming the Diamond Industry\, brought to you by De Beers Wednesday\, June 7\n5:30 pm – 8:00 pm \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nRegistration DeadlineTuesday\, June 6 \nFees\n Members: $25\nNonmembers: $65 \nSponsor\n Speakers\n Paul Rowley\, Executive Vice President\, De Beers Group Sightholder Sales\nBernard Bradley\, Executive Vice Presient\, De Beers Group Sightholder Sales\nFeriel Zerouki\, Head of Government Relations\, De Beers\nHoward Davies\, Vice President\, Commercial Development\, De Beers UK \nModerator\nTony Carroll\, Director\, Acorus Capital \nProgram Overview\nFrom the master craftsmen in the time-honoured workshops of New York to the high-tech new factories of the east\, a $20bn global industry exists to transform natural rough diamonds\, the hardest substance known to man\, into exquisite polished gemstones. \nAs an industry that has traditionally been synonymous with myth\, magic and mystique\, the midstream diamond business has seldom sought the limelight. However\, over the past few years\, a quiet revolution has taken place in the way in which the leaders of this sector have transformed their businesses from traditional and often secretive family partnerships into large modern corporations\, with a firm foundation of world-class corporate and financial transparency. \nAs a result of this transformation\, the most progressive businesses in the diamond industry’s midstream\, and their working capital assets\, have become increasingly investible. This is not only true for the international network of banks that already provide short-term working capital funding to the industry but\, increasingly\, also for non-bank investors. \nOver the past 18 months\, state wealth funds\, major pension funds and international asset managers have moved towards taking long-term exposure to working capital assets in the diamond industry’s midstream\, packaged as investment-grade commercial paper. Several such vehicles have already launched\, and more are in the pipeline. Leading midstream companies are now also beginning to approach the bond markets for termed finance\, as part of their structured portfolio of debt. \nAt this briefing\, De Beers\, the world’s leading diamond miner\, and a business with expertise across the entire diamond value chain\, will give a unique insight into the forces that are shaping the modern diamond industry\, including the once-in-a-lifetime prospects for demand growth that are now emerging in China and India. The briefing’s focus with be squarely on the extraordinary businesses that operate in the industry’s midstream\, and the financial and ethical compliance programmes that have now opened the door for them to a much wider world of financial opportunity. The picture that emerges is of a dynamic and modern industry on the cusp on a sparkling future\, which it is facing with renewed confidence. \n \nAgenda\n 5:30-6:00: Check-In \n6:00-6:05: Opening Remark \nPatrick Holert\, CFA\, CAIA \n6:05-7:35: Panel \nPaul Rowley — Introduction: The Diamond Industry Today\nBernard Bradley — The Diamond Midstream\nFeriel Zerouki — Managing Compliance in the Diamond Industry\nHoward Davies — Transforming the Diamond Industry’s Finances \nModerator \nTony Carroll\, Director\, Acorus Capital \n7:35-7:40: Closing Remark \nHarumi Urata-Thompson\, CFA \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/how-financial-compliance-is-transforming-the-diamond-industry-brought-to-you-by-de-beers/
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:20170608T174500
DTEND;TZID=America/New_York:20170608T200000
DTSTAMP:20260619T135255
CREATED:20170502T210408Z
LAST-MODIFIED:20170607T145954Z
UID:15778-1496943900-1496952000@cfany.org
SUMMARY:3rd Annual Real Estate Outlook Event
DESCRIPTION:3rd Annual\nReal Estate Outlook Event \nThursday\, June 8th\n 5:45 pm – 8:00 pm \nRegister NowDescriptionSpeakersAgendaDescription\nThe Alternative Investment Group’s 3rd Annual Real Estate Outlook conference brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening kicks off with a broad view of real estate market trends from a leading real estate economist. The panel then follows with actionable ideas from allocators and investors in public and private markets pursuing debt and equity strategies. \nSpeakers\nModerator\nGeoffrey Dohrmann\, CRE\, President\, CEO\, and Publisher\, Institutional Real Estate\, Inc. (IREI) \nPanelists\nTed Bigman\, Managing Director\, Head of Global Listed Real Assets Investing\, Morgan Stanley Investment Management\nJack Gay\, Managing Director and Global Head of Commercial Real Estate Debt\, TH Real Estate\,\nRich Paoli\, CFA\, Senior Portfolio Manager\, Private Real Estate Investment\, APG Asset Management US Inc\nRobert H. (Bo) Rodgers\, Senior Consultant\, Courtland Partners Ltd \nAgenda\n\n\n\n\nTIME\nDETAILS\n\n\n\n\n5:45 PM\nREGISTRATION\n\n\n6:00 PM\nINTRODUCTION AND ANNOUNCEMENTS \nKevin Maxwell\, CFA\, Co-Organizer\n\n\n6:10 PM\nKEYNOTE PRESENTATION \nMichael Acton\, CFA\, Managing Director\, Head of Research\, AEW Capital Management\n\n\n6:45 PM\nPANEL DISCUSSION \nModerator\nGeoffrey Dohrmann\, CRE\, President\, CEO\, and Publisher\, Institutional Real Estate\, Inc. (IREI) \nPanelists\nTed Bigman\, Managing Director\, Head of Global Listed Real Assets Investing\, Morgan Stanley Investment Management\nJack Gay\, Managing Director and Global Head of Commercial Real Estate Debt\, TH Real Estate\,\nRich Paoli\, CFA\, Senior Portfolio Manager\, Private Real Estate Investment\, APG Asset Management US Inc\nRobert H. (Bo) Rodgers\, Senior Consultant\, Courtland Partners Ltd\n\n\n7:45 PM\nCLOSING REMARKS \nChris Cutler\, CFA\, Vice Chairman\, CFANY\n\n\n7:50 PM\nNETWORKING RECEPTION\n\n\n\n\nLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nFeesMembers: $30\nNonmembers: $70 \n  \nRegistration DeadlineWednesday\, June 7 \n  \nHostAlternative Investments Group \nEvent Objectives & Overview\nAttendees will learn firsthand how range of real estate specialists view today’s investment opportunities in direct and listed real estate. \n\nWhere should investors put new capital to work\nHow will new supply and rising rates affect prospective returns\nWhich sectors offer the most and least attractive opportunities\n\nMajor Points:\n\nOutlook for real estate investing\nPromising sectors\nOpportunities across the capital stack\n\nWho Should Attend\nChief Investment Officer\, Portfolio Manager\, Analyst\, Allocator\, Developer\, Asset Manager \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/3rd-annual-real-estate-outlook-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170613T173000
DTEND;TZID=America/New_York:20170613T200000
DTSTAMP:20260619T135255
CREATED:20170526T145504Z
LAST-MODIFIED:20170612T205744Z
UID:18740-1497375000-1497384000@cfany.org
SUMMARY:Midyear Market Outlook Roundtable
DESCRIPTION:Midyear Market Outlook Roundtable Tuesday\, June 13th\n5:30 pm – 8:00 pm \nRegister NowLiveStream RegistrationOverviewAgendaOverview\nThis event is a chance to hear a panel of distinguished Strategist discuss and debate their outlooks for the markets. In addition\, this mid-year event can also serve as chance to reflect on first half of the year and what it means for the future—looking at the new administration\, the Federal Reserve interest rate moves and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFANY member to evaluate.  This event is a chance to hear buyside strategists\, and portfolio managers talk markets and share their opinions.  Their outlooks will look at the current issues investor should be considering in forming their views about where to place capital and how to put it to work. \nMore\nFeatures\, Benefits\, Values\nThis event will help investors to think about where to look to invest and what to consider. \nMajor Points\n\nInterest rate outlook\nMarket Valuations relative and absolute\nStrategies for negotiating market volatility\nEconomic forecast and posture\nBlack Swans\n\nLearning Objectives\n\nConsidering different Market Views\nValuation Techniques\nEconomic Analysis\nPolitical Risks Domestic and International\n\nWho Should Attend?\nChief Investment Officers\, Chief Financial Officers\, Chief Executives. Portfolio Managers\, Senior Analysts\, and Market Strategists. \n\nAgenda\n\n\n\n\n\nTime\nDetail\n\n\n\n\n6:00 – 6:10 PM\nOPENING REMARKS \nLeo Schmidt\, CFA\n\n\n6:10 – 7:25 PM\nPANEL AND Q&A \nPanelists\nJONATHAN GOLUB\, CFA\, Chief US Market Strategist at RBC Capital Markets\nMICHAEL WEINBERG\, CFA\, Chief Investment Strategist\, Protégé Partners\, and formerly PM at Soros\nEDWARD AL-HUSSAINY\, Macro Strategy & Global Rates\, Columbia Threadneedle Investments. \nModerator\nDAVID ALLEN\, CFA\, Chair\, Global Investment Committee\n\n\n7:25 – 7:30 PM\nCLOSING REMARK \nHarumi Urata-Thompson\, CFA\, Chief Operating Officer\, CFANY\n\n\n\n\n\nLocation\n CFANY Conference Center\n1540 Broadway #1010\nNew York\, NY 10036 \nFees\n Member: $25\nNonmember: $75 \nLiveStream: FREE | Members Only \nHost\n Institutional Asset Management Group \nSpeakers\n Jonathan Golub\, CFA\, Chief US Market Strategist at RBC Capital Markets\nMichael Weinberg\, CFA\, Chief Investment Strategist\, Protégé Partners\, and formerly PM at Soros\nEdward Al-Hussainy\, Macro Strategy & Global Rates\, Columbia Threadneedle Investments. \nModerator\nDavid Allen\, CFA\, Chair\, Global Investment Committee \nSponsors\n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/midyear-market-outlook-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170614T173000
DTEND;TZID=America/New_York:20170614T200000
DTSTAMP:20260619T135255
CREATED:20170606T213154Z
LAST-MODIFIED:20170609T194947Z
UID:19454-1497461400-1497470400@cfany.org
SUMMARY:The Power of Sentiment Extremes in Predictive Analytics
DESCRIPTION:Wednesday\, June 14th | 5:30 pm – 8:00 pmOverviewSpeakerAgendaOverview\nThis meeting will be presented in two parts. The first segment is titled: Utilizing Machine Learning & Neural Networks for Company Valuation and the second part of the presentation will cover The Power of Crowd Behavior in Predictive Analytics. \nParallax Financial Research CEO Kris Kaufman will explore two applications of advanced quantitative analysis covering both the search for value and the measurement of market behavior. \nThe Parallax method of searching for value is centered around a suite of industry-scoped multi-factor neural network equity models that were pre‐trained to convert recently reported company fundamentals into a current estimated market price. This algorithm automatically performs an appraisal by simultaneously using common stores of value like earnings\, cash flow\, book value\, and dividends\, along with critical modifiers such as industry\, margins\, debt\, interest rates\, and inflation\, to determine a price appraisal. \nThe key advantage of using this method is managers can utilize the industry and sector specific interrelationships between fundamental factors that are not obvious by using classic ratio ranking methods. Energy companies have very different responses to commodity prices than do utility companies. Interest rate changes can affect valuations in different industry groups quite dissimilarly. Additionally\, by removing the biases and precognitions that often come from human-made valuations we can better assess the true value of a company given the current market environment. \nThe second part of this session will focus on predictive analytics developed through a model called ExtremeHurst. ExtremeHurst is a quantitative detector of extreme investor behavior that signals the beginning or end of a trend. Strong trend-persistent stock price movements are evidence of positive feedback (i.e.\, investors buying because the price is rising\, driving prices higher)\, while extremes of mean reversion are evidence of negative feedback. ExtremeHurst exploits the science of non-linear dynamics to identify unique and predictive signals occurring in freely trading auction markets. \nSpeaker\nParallax Financial Research CEO Kris Kaufman will explore one application of predictive analytics developed through a model called ExtremeHurst. ExtremeHurst is a quantitative detector of extreme investor behavior that signals the beginning or end of a trend. Strong trend-persistent stock price movements are evidence of positive feedback (i.e.\, investors buying because the price is rising\, driving prices higher)\, while extremes of mean reversion are evidence of negative feedback. ExtremeHurst exploits the science of non-linear dynamics to identify unique and predictive signals occurring in freely trading auction markets. \nAgenda\n\n\n\n\nTime\nDetails\n\n\n\n\n5:30 PM\nREGISTRATION\n\n\n6:00 PM\nLECTURE\n\n\n7:00 PM\nQ&A\n\n\n7:15 PM\nRECEPTION\n\n\n8:00 PM\nCONCLUDE\n\n\n\n\nRegister NowLiveStream RegistrationLocation\n CFANY Conference Center\n1540 Broadway #1010\nNew York\, NY 10036 \nHost\n Fees\n Member: $25\nNonmember: $55 \nLiveStream: FREE \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/the-power-of-sentiment-extremes-in-predictive-analytics/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Other Industry Events
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20170620
DTEND;VALUE=DATE:20170623
DTSTAMP:20260619T135255
CREATED:20170329T042133Z
LAST-MODIFIED:20170621T210619Z
UID:14238-1497988800-1498161599@cfany.org
SUMMARY:High Yield Bond Master Class & 27th Annual High Yield Bond Conference
DESCRIPTION:High Yield Bond Master Class & 27th Annual High Yield Bond Conference High Yield Bond Master Class:\nWednesday\, June 21 2017 8:30 am – 3:45 pm \nHigh Yield Bond Conference:\nThursday\, June 22 2017 8:30 am – 4:30 pm  \nLocation CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036  \nPricing MASTER CLASS \nMember $75 | Nonmember $195 \nCONFERENCE \nMember $165 | Nonmember $395 \n***BUNDLE*** \nMember $195 | Nonmember $450 \nRegister: Annual ConferenceRegister: Master ClassBundle RegistrationHigh Yield Bond Master Class\nThis program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners\, providers of services to high yield managers\, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios. \n\n27th Annual High Yield Bond Conference\nCFANY’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will address the challenge of rising interest rates and the reduced liquidity brought about by new regulations. Expert presenters will discuss current developments in the new issue market and leveraged loans. One session will highlight new research findings that can aid in understanding and forecasting the high yield market’s performance. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors and financial advisors who allocate to the high yield asset class\, and providers of services to money managers.  \nSpeakers\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC\nMichael F. Brown\, Global Head of Research\, Advantage Data Inc.\nBill Hoffmann\, Managing Director\nSaish Setty\, Senior Covenant Analyst\, Reorg Research\nCHRISTOPHER W. KAMYKOWSKI\, CFA\, Principal\, Research at Summit Strategies\nELIZABETH JOURDAN\, CFA\, Deputy Chief Investment Officer\, Mercy Health System\nJohn Patin\, Chief Investment Officer\, Allied World\nAnders Maxwell\, Partner and Managing Director\, Peter J. Solomon Company\nDiane Vazza\, Global Head of Fixed Income Research\, S&P Global\nJoel Litman\, CPA\, President and CEO\, Valens Research\nAshish Shah\, Chief Investment Officer and Head of Fixed Income\, AllianceBernstein\nDAVID SHERMAN\, Founder and Managing Principal\, Cohanzick Management\nMeredith Coffey\, Executive Vice President\, Loan Syndications and Trading Association (LSTA)\nVincent Pisano\, Senior Analyst\, Xtract Research\nJames Wallick\, Covenant Analyst\, Xtract Research\nJack Tracy\, Head of Legal Analysis for the Americas\, Debtwire\nDavid D. Tawil\, President\, Maglan Capital\nJacquelyn Gillette\, Assistant Professor of Accounting\, MIT Sloan School of Management\nDavid Keisman\, Senior Vice President\, Moody’s Investors Service\nAdam Bernard\, Managing Director in Leveraged Finance Capital Markets\, Bank of America Merrill Lynch \nAgenda\nMASTER CLASS – June 21\, 2017\n\n8:30     Check-In \n\n9:00     Welcome \nMARTIN FRIDSON\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n9:05     How to Monitor the High Yield Market \nMICHAEL F. BROWN\, Global Head of Research\, Advantage Data Inc. \n\n9:50     Understanding Default Rates\, Spreads\, and Returns \nMARTIN FRIDSON\, CFA\, Lehmann Livian Fridson Advisors LLC \n\n10:45   Coffee break/Networking \n\n11:15   High Yield Credit Analysis Case Study \nBILL HOFFMANN\, Managing Director \n\n12:15   Overview of Bond Covenants \nSaish Setty\, Director of Reorg Covenants\, Reorg Research \n\n1:15     Lunch \n\n1:45     High Yield Manager Selection and Evaluation \nChristopher W. Kamykowski\, CFA\, Principal\, Research at Summit Strategies \nElizabeth Jourdan\, CFA\, Deputy Chief Investment Officer\, Mercy Health System \nJohn Patin\, Chief Investment Officer\, Allied World \n\n2:45     The Bankruptcy Process and Workouts \nANDERS MAXWELL\, Partner and Managing Director\, Peter J Solomon Company \n\n3:45     Conclusion \n\nCONFERENCE – June 22\, 2017\n\n8:30     Check-In \n\n9:00     Welcome \nMARTIN FRIDSON\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n9:05     Market Outlook \nDiane Vazza\, Global Head of Fixed Income Research\, S&P Global \n\n9:50     How UAFRS (Uniform Adjusted Financial Reporting Standards) Analytics Upend Traditional Corporate Credit Analysis \nJoel Litman\, CPA\, President and CEO\, Valens Research \n\n10:45   Coffee Break/Networking \n\n11:15   New Issue Market \nAdam Bernard\, Managing Director in Leveraged Finance Capital Markets\, Bank of America Merrill Lynch \n\n11:45   New Research Findings \nMARTIN FRIDSON\, CFA\, Lehmann Livian Fridson Advisors LLC \nJacquelyn Gillette\, Assistant Professor of Accounting\, MIT Sloan School of Management \nDavid Keisman\, Senior Vice President\, Moody’s Investors Service \n\n1:00     Lunch \n\n1:30     Buy-Side Panel \nAshish Shah\, Chief Investment Officer and Head of Fixed Income\, AllianceBernstein \nDavid D. Tawil\, President\, Maglan Capital LP \nDavid Sherman\, Founder and Managing Principal\, Cohanzick Management \n\n2:30     Leveraged Loans \nMeredith Coffey\, Executive Vice President\, Loan Syndications and Trading Association (LSTA) \n\n3:15     Coffee Break/Networking \n\n3:30     Covenants and Distress \nVincent Pisano\, Senior Analyst\, Xtract Research \nJames Wallick\, Covenant Analyst\, Xtract Research \nJack Tracy\, Head of Legal Analysis for the Americas\, Debtwire \n\n4:30     Conclusion \n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting.  \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/high-yield-bond-master-class-27th-annual-high-yield-bond-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Portfolio & Risk Management,Seminar
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:20170622T174500
DTEND;TZID=America/New_York:20170622T200000
DTSTAMP:20260619T135255
CREATED:20170502T213410Z
LAST-MODIFIED:20170621T181543Z
UID:15784-1498153500-1498161600@cfany.org
SUMMARY:Evolution of Finance
DESCRIPTION:Evolution of Finance Thursday\, June 22\n5:45 pm – 8:00 pm \nRegister NowFees\n Members: $35\nNonmembers: $70 \nRegistration DeadlineWednesday\, June 21st \nLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \nOrganizersAtit Amin\, CFA\nMichal Krokosz\, CFA\nClaire Lecarpentier\, CFA\nAnna Toshach\, CFA \nHost\nYoung Leaders Group \nSponsor\n Speakers\n Sanjay Arora\, CFA\, ACA\, ACMA\, Managing Director\, Raymond James\nValerie Bannon\, Head of Financial Institutions Group and Product Strategy\, BlackRock\nMorgan Downey\, Founder and CEO\, Money.Net\nVeena Ramaswamy\, General Manager\, CommonBond\nCarly Levin\, Executive Director\, JPMorganChase \nModerator\nMary Catherine Macaluso\, VP of Executive Communications\, OppenheimerFunds \nProgram Description\nThe financial services industry is in the midst of rapid change. Disruptive business models\, regulatory pressures\, increasing disintermediation\, and shifting customer preferences are rapidly changing the ways in which financial services are structured\, delivered and consumed. The Young Leaders Group has assembled a panel of 5 high impact finance professionals who have the pedigree and background to discuss the evolution / future state of the industry. \nObjectives & Overview\n\nGain a broader perspective on the changes taking place across the financial services industry\nLearn how disruptive business models\, disintermediation\, and shifting customer preferences are changing how financial services are structured and delivered\nLearn how finance professional can stay relevant and competitive amid transformative changes\n\nMajor Points:\n• Characteristics and “State of the Industry” today. What are the most exciting\, and most disruptive changes happening right now? What will the industry look like in 5-10 years? \n• Rapid technology improvements have had and will continue to have significant influence on the industry –what sectors of finance have been affected the most and how will the skills needed in these roles change? \n• With outsourcing and automation becoming more prevalent across the industry\, how can firms keep up with client expectations and still deliver outstanding service? \nWho Should Attend\nAnalyst\, Associate Analyst\, Junior Analyst\, Senior Analyst\, Principal\, Associate Vice President\, Vice President\, Senior Vice President\, Manager\, Director \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/evolution-of-finance/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170626T180000
DTEND;TZID=America/New_York:20170629T200000
DTSTAMP:20260619T135255
CREATED:20170609T181138Z
LAST-MODIFIED:20170623T163131Z
UID:19628-1498500000-1498766400@cfany.org
SUMMARY:Veteran Transition Boot Camp ­— Spring 2017
DESCRIPTION: Veteran Transition Boot Camp\nPart I:Finance 101 6-Part Series\nMonday\, June 26 – Wednesday\, July 12\, 2017\n6:00 pm – 8:00 pm \nREGISTER ONCE | ATTEND ANY NUMBER OF 6-PART SERIES EVENT\n[FREE | Open to All | Members & Nonmembers] \nRegister NowLivestream RegistrationLocationCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nCFA Institute CE®Part IV: 2.0 Credits\nPart V: 2.0 Credits\nPart VI: 2.0 Credits\nSponsored by Kaplan Schweser \nPart I — Finance 101\nJune 26th\, 27th\, 28th\, 29th | View Details \nDates: June 26\, 27\, 28 and 29; 6-8PM | Registration Deadline: June 29\nSpeaker: Mario E. Carias\, CFA\nDescription: Provide a fundamental understanding of the investment industry. \n\n\nPart II —Finding the Right Fit and Managing Expectations\nJuly 5th | View Details \nDates: July 5; 6-8PM | Registration Deadline: July 5\nSpeakers: Lance Widner\, CFA\, CFP\,  Veterans Roundtable Chair\nDescription: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives. \n \n\nPart III — Resume Conversion: Do’s\, Don’ts\, Pitfalls and Transferable Skills\nJuly 6th | View Details \nDate: July 6; 6-8PM | Registration Deadline: July 6\nSpeaker: Melissa Castello\, HR Director\nDescription: How to convert a resume from military experience to one that catches a recruiter’s eye. \n\n\nPart IV — Effective Keys to Networking and Business Etiquette\nJuly 10th | View Details \nDate July 10; 6-8PM | Registration Deadline: July 10\nSpeakers: Amanda Veinott\, Founder\, Miligistix\nDescription: How to network\, who to network with\, etiquette on rules of non-military engagement. \n\n\nPart V — Landing the Interview\nJuly 11th | View Details \nDate July 11; 6-8PM | Registration Deadline: July 11\nSpeakers: Lance Widner\, CFA\, CFP\, Veterans Roundtable Chair\nDescription: Using online and offline resources to increase interview probability\, building your brand online and developing your story. \n\n\nPart VI — Selling “You” in the Interview and Effective Follow Up\nJuly 12th | View Details \nDate July 12; 6-8PM | Registration Deadline: July 12\nSpeakers: Melissa Castello\, HR Director\, Oppenheimer;\nDescription: Interview basics\, questions to ask / questions to answer\, managing follow-up expectations. \n\n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting.  \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/veteran-transition-boot-camp-parti/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170627T180000
DTEND;TZID=America/New_York:20170627T200000
DTSTAMP:20260619T135255
CREATED:20170525T213716Z
LAST-MODIFIED:20170627T174838Z
UID:18709-1498586400-1498593600@cfany.org
SUMMARY:The Cyber Security Threat and How Money Managers Can Protect Themselves
DESCRIPTION:The Cyber Security Threat and How Money Managers Can Protect Themselves Tuesday\, June 27th\n6:00 pm – 8:00 pm \nOverviewAgendaSpeakersOrganizersOverview\nThis event will explore a critical issue facing money managers–cyber security–and what they can do to protect themselves. Managers need to understand the broad range of threats as they are only as good as the weakest link in the financial ecosystem. The discussion will be led by subject matter experts from the FBI\, DTCC\, technology firms\, compliance specialists and money managers. \nFeatures\, Benefits\, Values\nThis event will help members and others to understand the gravity of the cyber-security threat and take steps to prepare for it. \nMajor Points\nWhat money managers need to be concerned about and what steps they can take to protect themselves. \nWho Should Attend?\nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers \n\nRegister Now\n\nLiveStream Registration\nAgenda\n\n\n\n\n\nTime\nDetail\n\n\n\n\n6:00 – 6:10 PM\nOPENING REMARKS \nRobert E. Akeson\, Chief Operating Officer\, Mirae Asset Securities (USA)\n\n\n6:10 – 7:25 PM\nPANEL AND Q&A \nModerator\nArthur Vaccarino\, Chief Technology Officer\, Ionic Capital Management; Member of AITEC \nPanelists \nBrad Carpenter\, Cyber Division\, NCFTA New York\, FBI\nStephen Scharf\,CISSP\, Chief Security Officer\, Depository Trust and Clearing Corporation\nSean Donahue\, Partner\, ACA/Aponix\nEric Benda\, Partner\, Soundshore Technology Group\nMichael Brice\, Founder\, BW Cyberservices\n\n\n7:25 – 7:30 PM\nCLOSING REMARKS \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York\n\n\n\n\n\n\nRegister Now\n\nLiveStream Registration\nSpeakers\nBrad Carpenter\, Cyber Division\, NCFTA New York\, FBI \nArthur Vaccarino\, Chief Technology Officer\, Ionic Capital Management; Member of AITEC \nSean Donahue\, Partner\, ACA/Aponix \nEric Benda\, Partner\, Soundshore Technology Group \nMichael Brice\, Founder\, BW Cyberservices \nStephen Scharf\, Managing Director\, Global Chief Security Officer\, Depository Trust & Clearing Corporation \n\nRegister Now\n\nLiveStream Registration\nOrganizers\nRobert E. Akeson\nAnupama Raghavan\nTimothy Frazier\nMichael Lee\nChristopher Flens-Batina\nAlison Inafuku Edge \n\nRegister Now\n\nLiveStream Registration\nLocation\n CFANY Conference Center\n1540 Broadway #1010\nNew York\, NY 10036 \nFees\n Member: $15\nNonmember: $45 \nLiveStream: FREE | Members Only \nHost\n Business Management Group \nSilver Sponsors\n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/cyber-security-threat-money-managers-can-protect/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170705T180000
DTEND;TZID=America/New_York:20170705T200000
DTSTAMP:20260619T135255
CREATED:20170609T181138Z
LAST-MODIFIED:20170705T170545Z
UID:19792-1499277600-1499284800@cfany.org
SUMMARY:Part II: Veteran Transition Boot Camp ­— Spring 2017
DESCRIPTION:Part II: Veteran Transition Boot Camp\nFinding the Right Fit and Managing Expectations 6-Part Series\nMonday\, June 26 – Wednesday\, July 12\, 2017\n6:00 pm – 8:00 pm \nREGISTER ONCE | ATTEND ANY NUMBER OF 6-PART SERIES EVENT\n[FREE | Members & Nonmembers] \nRegister NowLivestream RegistrationLocationCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nCFA Institute CE®Part IV: 2.0 Credits\nPart V: 2.0 Credits\nPart VI: 2.0 Credits\nSponsored by Kaplan Schweser \nPart I — Finance 101\nJune 26th\, 27th\, 28th | View Details \nDates: June 26\, 27\, 28 and 29; 6-8PM | Registration Deadline: June 29\nSpeaker: Frank J. Fabozzi\, Ph.D.\, CFA\, CPA\nDescription: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught and will close with how to become more education\, i.e. MBA vs. CFA. \n\n\nPart II —Finding the Right Fit and Managing Expectations\nJuly 5th | View Details \nDates: July 5; 6-8PM | Registration Deadline: July 5\nSpeakers: Lance Widner\, CFA\, CFP\,  Veterans Roundtable Chair; Won Palisoul\, Defense Council Member\, Truman Project\, NY State Coordinator\, DNC Veterans and Military Families Council; Leo Cardoso\, CFA\, Discretionary Portfolio Manager\, IDB Bank\nDescription: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives. \n \n\nPart III — Resume Conversion: Do’s\, Don’ts\, Pitfalls and Transferable Skills\nJuly 6th | View Details \nDate: July 6; 6-8PM | Registration Deadline: July 6\nSpeaker: Melissa Castello\, HR Director\nDescription: How to convert a resume from military experience to one that catches a recruiter’s eye. \n\n\nPart IV — Effective Keys to Networking and Business Etiquette\nJuly 10th | View Details \nDate July 10; 6-8PM | Registration Deadline: July 10\nSpeakers: Amanda Veinott\, Founder\, Miligistix\nDescription: How to network\, who to network with\, etiquette on rules of non-military engagement. \n\n\nPart V — Landing the Interview\nJuly 11th | View Details \nDate July 11; 6-8PM | Registration Deadline: July 11\nSpeakers: Lance Widner\, CFA\, CFP\, Veterans Roundtable Chair\nDescription: Using online and offline resources to increase interview probability\, building your brand online and developing your story. \n\n\nPart VI — Selling “You” in the Interview and Effective Follow Up\nJuly 12th | View Details \nDate July 12; 6-8PM | Registration Deadline: July 12\nSpeakers: Melissa Castello\, HR Director\, Oppenheimer\nDescription: Interview basics\, questions to ask / questions to answer\, managing follow-up expectations. \n\n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting.  \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/veteran-transition-boot-camp-2017-07-05/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170706T180000
DTEND;TZID=America/New_York:20170706T200000
DTSTAMP:20260619T135255
CREATED:20170609T181138Z
LAST-MODIFIED:20170705T170432Z
UID:19793-1499364000-1499371200@cfany.org
SUMMARY:Part III: Veteran Transition Boot Camp ­— Spring 2017
DESCRIPTION:Part III: Veteran Transition Boot Camp\nResume Conversion: Do’s\, Don’ts\, Pitfalls and Transferable Skills 6-Part Series\nMonday\, June 26 – Wednesday\, July 12\, 2017\n6:00 pm – 8:00 pm \nREGISTER ONCE | ATTEND ANY NUMBER OF 6-PART SERIES EVENT\n[FREE | Members & Nonmembers] \nRegister NowLivestream RegistrationLocationCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nCFA Institute CE®Part IV: 2.0 Credits\nPart V: 2.0 Credits\nPart VI: 2.0 Credits\nSponsored by Kaplan Schweser \nPart I — Finance 101\nJune 26th\, 27th\, 28th | View Details \nDates: June 26\, 27\, 28 and 29; 6-8PM | Registration Deadline: June 29\nSpeaker: Frank J. Fabozzi\, Ph.D.\, CFA\, CPA\nDescription: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught and will close with how to become more education\, i.e. MBA vs. CFA. \n\n\nPart II —Finding the Right Fit and Managing Expectations\nJuly 5th | View Details \nDates: July 5; 6-8PM | Registration Deadline: July 5\nSpeakers: Lance Widner\, CFA\, CFP\,  Veterans Roundtable Chair; Won Palisoul\, Defense Council Member\, Truman Project\, NY State Coordinator\, DNC Veterans and Military Families Council; Leo Cardoso\, CFA\, Discretionary Portfolio Manager\, IDB Bank\nDescription: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives. \n \n\nPart III — Resume Conversion: Do’s\, Don’ts\, Pitfalls and Transferable Skills\nJuly 6th | View Details \nDate: July 6; 6-8PM | Registration Deadline: July 6\nSpeaker: Melissa Castello\, HR Director\nDescription: How to convert a resume from military experience to one that catches a recruiter’s eye. \n\n\nPart IV — Effective Keys to Networking and Business Etiquette\nJuly 10th | View Details \nDate July 10; 6-8PM | Registration Deadline: July 10\nSpeakers: Amanda Veinott\, Founder\, Miligistix\nDescription: How to network\, who to network with\, etiquette on rules of non-military engagement. \n\n\nPart V — Landing the Interview\nJuly 11th | View Details \nDate July 11; 6-8PM | Registration Deadline: July 11\nSpeakers: Lance Widner\, CFA\, CFP\, Veterans Roundtable Chair\nDescription: Using online and offline resources to increase interview probability\, building your brand online and developing your story. \n\n\nPart VI — Selling “You” in the Interview and Effective Follow Up\nJuly 12th | View Details \nDate July 12; 6-8PM | Registration Deadline: July 12\nSpeakers: Melissa Castello\, HR Director\, Oppenheimer\nDescription: Interview basics\, questions to ask / questions to answer\, managing follow-up expectations. \n\n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting.  \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/veteran-transition-boot-camp-2017-07-06/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170710T180000
DTEND;TZID=America/New_York:20170710T200000
DTSTAMP:20260619T135255
CREATED:20170609T181138Z
LAST-MODIFIED:20170710T153850Z
UID:19794-1499709600-1499716800@cfany.org
SUMMARY:Part IV: Veteran Transition Boot Camp ­— Spring 2017
DESCRIPTION:Part IV: Veteran Transition Boot Camp\nEffective Keys to Networking and Business Etiquette 5-Part Series\nMonday\, June 26 – Wednesday\, July 12\, 2017\n6:00 pm – 8:00 pm \nREGISTER ONCE | ATTEND ANY NUMBER OF 5-PART SERIES EVENT\n[FREE | Members & Nonmembers] \nRegister NowLivestream RegistrationLocationCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nCFA Institute CE®Part IV: 2.0 Credits\nPart V: 2.0 Credits\nSponsored by Kaplan Schweser \nPart I — Finance 101\nJune 26th\, 27th\, 28th | View Details \nDates: June 26\, 27\, 28 and 29; 6-8PM | Registration Deadline: June 29\nSpeaker: Frank J. Fabozzi\, Ph.D.\, CFA\, CPA\nDescription: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught and will close with how to become more education\, i.e. MBA vs. CFA. \n\n\nPart II —Finding the Right Fit and Managing Expectations\nJuly 5th | View Details \nDates: July 5; 6-8PM | Registration Deadline: July 5\nSpeakers: Lance Widner\, CFA\, CFP\,  Veterans Roundtable Chair; Won Palisoul\, Defense Council Member\, Truman Project\, NY State Coordinator\, DNC Veterans and Military Families Council; Leo Cardoso\, CFA\, Discretionary Portfolio Manager\, IDB Bank\nDescription: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives. \n \n\nPart III — Resume Conversion: Do’s\, Don’ts\, Pitfalls and Transferable Skills\nJuly 6th | View Details \nDate: July 6; 6-8PM | Registration Deadline: July 6\nSpeaker: Melissa Castello\, HR Director\nDescription: How to convert a resume from military experience to one that catches a recruiter’s eye. \n\n\nPart IV — Effective Keys to Networking and Business Etiquette\nJuly 10th | View Details \nDate July 10; 6-8PM | Registration Deadline: July 10\nSpeakers: Amanda Veinott\, Founder\, Miligistix\nDescription: How to network\, who to network with\, etiquette on rules of non-military engagement. \n\n\nPart V — Interviews: Landing\, Selling “You\,” and Effective Follow-Up\nJuly 12th | View Details \nDate Wednesday\, July 12; 6-8PM | Registration Deadline: July 12\nSpeakers: Melissa Castello\, HR Director\, Oppenheimer; Christopher Mendez\, General Counsel & Chief Compliance Officer\, Semper Capital Management; Andrew Gile\nDescription: Using online and offline resources to increase interview probability\, building your brand online and developing your story. Interview basics\, questions to ask / questions to answer\, managing follow-up expectations. \n\n CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting.  \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/veteran-transition-boot-camp-2017-07-10/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170711T180000
DTEND;TZID=America/New_York:20170711T193000
DTSTAMP:20260619T135255
CREATED:20170502T214318Z
LAST-MODIFIED:20170615T194940Z
UID:15789-1499796000-1499801400@cfany.org
SUMMARY:CFA Society New York Book Club: "The Frackers" by Gregory Zuckerman
DESCRIPTION:CFA Society New York: “The Frackers” by Gregory Zuckerman  Tuesday\, July 11 6:00 pm – 7:30 pm  \nRegister NowLocation CFANY Conference Center 1540 Broadway #1010\,  New York\, NY 10036    \nRegistration Deadline Monday\, June 10    \nFees  FREE | Members Only      \nHost    Membership Committee  \nCFA Society New York Book Club\nCFA Society New York Book Club meets monthly and is designed to be an informal group discussion on a multitude of investment related topics. We will generally have 2-3 books planned in advance so society members can pick and choose which ones they are interested in attending. At each meeting\, we discuss as a group which books will be on the calendar. Overall\, a fantastic way to build on our investment knowledge and meet other like-minded members. \nProgram Overview\n How did we go from concerns around peak oil to a supply driven drop in O&G prices? What is horizontal drilling and hydraulic fracturing? How has the US become a major player in O&G potentially causing Saudi Arabia and Russia to cut production to keep prices elevated? Learn about the U.S. energy revolution and how 21st century wildcatters of America’s energy renaissance leveraged technology and managed risk to produce a stunning energy boom in the United States. This powerful book details how the U.S. private sector operates and the risks/rewards associated with the volatile energy sector. We look forward to seeing you at the June event to discuss this and other questions in more detail. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending society events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any society event or meeting. \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/nyssa-book-club-the-frackers-by-gregory-zuckerman/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Membership Committee
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
END:VCALENDAR