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DTSTART;TZID=America/New_York:20170601T174500
DTEND;TZID=America/New_York:20170601T193000
DTSTAMP:20260619T151045
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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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170605T174500
DTEND;TZID=America/New_York:20170605T200000
DTSTAMP:20260619T151045
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170606T163000
DTEND;TZID=America/New_York:20170606T200000
DTSTAMP:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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:20260619T151045
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170712T180000
DTEND;TZID=America/New_York:20170712T200000
DTSTAMP:20260619T151045
CREATED:20170609T181138Z
LAST-MODIFIED:20170710T153816Z
UID:19796-1499882400-1499889600@cfany.org
SUMMARY:Part V: Veteran Transition Boot Camp ­— Spring 2017
DESCRIPTION:Part V: Veteran Transition Boot Camp\nInterviews: Landing\, Selling “You\,” and Effective Follow-Up 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-2017-07-12/
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:20170727T180000
DTEND;TZID=America/New_York:20170727T200000
DTSTAMP:20260619T151045
CREATED:20170612T181416Z
LAST-MODIFIED:20170726T170328Z
UID:19903-1501178400-1501185600@cfany.org
SUMMARY:PE Emerging Managers Case Studies—The Allocators Respond
DESCRIPTION:PE Emerging Managers Case Studies—The Allocators Respond \nThursday\, July 27th\, 2017 | 6:00 pm – 8:00 pm\nPlease note: No recording and no LiveStream of this presentation.Register for Event\n Fees \nMembers $30 | Nonmembers $70\n$10 surcharge for walk-ins \nLocation \nCFA Society New York\n1540 Broadway #1010\nNew York\, NY 10036 \nOverviewSpeakersOrganizersMoreOverview\nRaising capital for PE funds has become highly competitive. Despite robust growth in the PE industry\, smaller and younger GPs find it especially difficult to raise a fund. They tend to encounter stiff headwinds from LPs\, consultants\, and professional placement agents. Smaller and younger GPs may have problems with their team\, strategy\, or track record that knock them out of the running. Making matters more problematic\, LPs today often manage fully mature portfolios making it especially difficult to secure allocations into a new relationship. The obstacles can seem insurmountable. \nTake part in an insider’s case-study discussion with allocators and gatekeepers to learn how private equity managers are evaluated. Using hypothetical\, but realistic\, case studies (handed out prior to the event) our moderator will pose questions to solicit candid feedback from the panel. On the table will be real-world issues involving\, teams\, strategies\, and track records. The event is intended to be interactive with the audience\, so come prepared to ask your own questions. Get the kind of honest and specific feedback you rarely hear directly from investors. \nSpeakers\nIntroduction \nSteven Bloom\, CFA\, Senior Portfolio Manager\, ARC Fiduciary \nPanelists  \nMarcia Haydel\, Managing Director\, Performance Equity Management\nMichael Kelly\, Managing Director\, Hamilton Lane\nDavid Chiang\, Global Head of PE Fund Investments at a prominent Family Office\nGijs van Thiel\, Managing Partner\, 747 Capital \nModerator  \nTimothy Cunningham\, President\, Touchstone Group\, LLC \nOrganizers\nSteven G. Bloom\, CFA \nMore\nFeatures\, Benefits\, Values\nAttendees can ask the panel their own questions about how to break through from emerging to established manager. Learn from investors what the major stumbling blocks are and how to overcome them. The panelists will share their views on how emerging managers can separate themselves from the competition. \nMajor Points\nFind out how managers can respond to concerns about track record blemishes\, employee turnover\, or any other issues that can create marketing issues. \nLearning Objectives\n\nConsider ways to overcome investor and allocator concerns about committing to emerging managers.\nBetter understand how the allocators think about a range of issues which can cast doubt about an emerging manager’s prospects for success.\n\nWho Should Attend?\nPrivate Equity Founder\, Portfolio Manager\, Analyst\, Allocator\, Investor\, Family Office\, Placement Agent\, Business Development Professional \nSilver Sponsor  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. Refunds\, Cancellations & Substitutions All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677\, or emailed to seminars@nyssa.org. Withdrawals from events\, live or streaming\, are subject to the following policy: \n\n24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)\nLESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund\n\nFor more information: Policies and Procedures
URL:https://cfany.org/event/pe-emerging-managers-case-studies-the-allocators-respond/
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:20170802T180000
DTEND;TZID=America/New_York:20170802T200000
DTSTAMP:20260619T151045
CREATED:20170713T200127Z
LAST-MODIFIED:20170714T163746Z
UID:21370-1501696800-1501704000@cfany.org
SUMMARY:Find Your CFA Society New York Niche: Interest Group Meet & Greet
DESCRIPTION:Find Your CFA Society New York Niche: Interest Group Meet & GreetDateWednesday\, August 2nd\, 2017\n6:00 pm – 8:00 pm \nLocation\n CFA NY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nFees\nFREE\nMembers Only \nEvent OverviewVolunteer Leadership GroupsAbout SocietyRegister for EventJoin CFA Society New YorkVolunteer Groups\nVolunteer Leadership GroupsWhy JoinVolunteer Leadership Groups\nCFANY Volunteer Leadership Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. \nThe new group year begins September 1\, but members may join at any time. Members may join any number of groups. \n\n\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\nWhy Join\nWhy Join a Group?\nJoining an interest group connects you to a community of professionals in your field who share their time\, talent\, and knowledge. Volunteering on a group heightens your visibility as a vital participant in your profession and contributes to your professional development. Other benefits include : \n\nSharing information and ideas with a network of your peers.\nDeveloping professional relationships and strengthening ties in the investment community.\nEnhancing your leadership skills and expanding your network through contacts with speakers and other leading professionals.\nBuilding expertise within your field.\n\nWhat Does Group Membership Involve?\nEach group may have a different focus. Agendas include : \n\nBuilding relationship with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProvide support to groups such as veterans.\nPlanning conferences by curating event themes and inviting industry leading speakers.\nPublishing research.\nSupporting CFANY via volunteering to guide membership and policy decisions.\n\nJoin a Group\nEvent OverviewLend your voice and interact with any of CFA Society New York’s 18 Volunteer Groups \nJoin us for this complimentary member event\, where CFA Society New York will facilitate introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFA NY community\, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career\, and the Society as a whole. \nAttendees will meet fellow CFA Society New York members in an informal setting where they will discuss: \n\nFinding and joining specific group(s) of your interest—see list below!\nVolunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.\nBounce new ideas off of one another\, including events\, initiatives and even potential new Volunteer Groups.\n\nMore InformationCFA Society New York’s Thought Leadership Volunteer Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. \nMembers may join any number of groups. \nWhat Does Volunteer Group Membership Involve? \nWhile each Group’s respective focus may vary\, agendas include: \n\nBuilding relationships with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProviding support to targeted groups\, such as military veterans.\nPlanning conferences\, curating event themes and inviting industry-leading speakers.\nPublishing research.\nSupporting CFA Society New York via invaluable volunteer-work while guiding both membership and policy decisions.\n\n×Volunteer Leadership GroupsVolunteer Leadership GroupsWhy JoinVolunteer Leadership Groups\nCFANY Volunteer Leadership Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. \nThe new group year begins September 1\, but members may join at any time. Members may join any number of groups. \n\n\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\nWhy Join\nWhy Join a Group?\nJoining an interest group connects you to a community of professionals in your field who share their time\, talent\, and knowledge. Volunteering on a group heightens your visibility as a vital participant in your profession and contributes to your professional development. Other benefits include : \n\nSharing information and ideas with a network of your peers.\nDeveloping professional relationships and strengthening ties in the investment community.\nEnhancing your leadership skills and expanding your network through contacts with speakers and other leading professionals.\nBuilding expertise within your field.\n\nWhat Does Group Membership Involve?\nEach group may have a different focus. Agendas include : \n\nBuilding relationship with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProvide support to groups such as veterans.\nPlanning conferences by curating event themes and inviting industry leading speakers.\nPublishing research.\nSupporting CFANY via volunteering to guide membership and policy decisions.\n\nJoin a GroupClose×Business Management\nWe will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm\, such as how to successfully launch and operate a business. These issues include\, business planning\, enterprise technology\, compliance\, market trends\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management\, while serving as a bridge between the “buy” and “sell” sides.\nClose×Career Development\nThe Career Development Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Through events like the monthly Career Chat\, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry. \nClose×Fintech\nThe mission of the Fintech Thought Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business.  Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFANY members have a forward looking perspective.  The group will: \n\nDevelop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFANY thought leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\nClose×Financial Reporting and Analysis\nThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nClose×Global Investing Group\nThe Global Investing group organizes a diverse range of programs to keep members abreast of key trends in global investment markets. \nClose×Institutional Asset Management\nThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \nClose×Private Wealth Management\nThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. \nPrivate Wealth Management Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nClose×Regulation & Market Integrity\nThe Regulation and Market Integrity Group focuses on the following areas: \n\n\n\nRegulatory Developments – Review and analyze regulatory changes that affect portfolio management and financial analysis in a practical way so you can benefit and profit.\nEvents – Host seminars\, workshops and social events to boost information sharing and networking among Committee members and speakers.\nCommunication – Advocate on your behalf among the CFA Institute\, CFANY and external governing bodies such as the SEC on issues that are important to you.\nSocialize – Make valuable contacts\, meet colleagues and friends and have fun!\n\n\n\nClose×Sustainable Investing Group\nThe Sustainable Investing Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis. \nClose×Toastmasters\nBecome the Speaker You Want to Be\nDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nClose×University Outreach\nThe University Outreach Group is to provide a forum for students and universities in order to 1) increase CFANY awareness among students and universities by reviewing and recommending a list of targeted universities\, 2) improve CFANY membership through students associations and universities and 3) promote the CFA classes at CFANY for students who want to take the CFA exams. Programs include organizing and developing the CFA Institute Research Challenge\, Ethics training and GAME. \nClose×Value Investing Group\nThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles in today’s domestic and international markets. \nClose×Young Leaders Group\nWith the launch of the Young Leaders Group in Q4 2016\, its committee members are diligently planning their inaugural 2017 calendar of events. The dual mission of the group is to create an ecosystem for CFANY’s millennial generation to develop their professional and leadership skills\, and to serve as a platform to amplify the perspective of the newest generation of charterholders. \nClose×Veterans Roundtable\nThe Veterans Committee of CFANY\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. \nOur mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. \nWe promote CFANY and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden CFANY’s and the CFAI’s reach. \nWhy have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. \nOur membership is open to CFANY members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFAI mission and values. \nWe aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFANY programming events per year\, and actively participate in other veteran organizations at least six times per year. We maintain a globally accessible presence and a calendar of events through our website: VETERANSINFINANCE.ORG. \nClose×Investment Strategy Roundtable\nThe CFANY Investment Strategy Roundtable meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign outcome\, movements in rates and currency markets\, China hard landing fears\, or digging into details on volatility strategies and discussing market technicals\, you’ll be sure to find a fresh perspective from joining our discussion. Guided by a formal cross-market agenda and slide deck\, the group traverses topics from a macro perspective\, drilling down into specific areas of interest to our group?s portfolio managers\, traders\, analysts\, and academics. The roundtable’s composition is quite diverse\, which ensures a lively interaction that is guaranteed to both educate and challenge you and bring to light myriad useable trading strategies. \nClose×Performance & Risk Analytics\nThe Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, consulting firms\, GIPS verification firms\, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events. \nClose×Membership Committee\nThe Membership Committee reviews and approves all prospective member applications and makes recommendations to the Board of Directors as to guidelines for membership. It helps develop and evaluate member benefits\, reviews special offers\, and looks for new member-recruitment methods. Programs include the Annual Dinner and other member-networking events. \nClose×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*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.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin Now | Information\nClose×Alternative InvestmentsThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace.Close×Time | Date | Fees\nDate\nWednesday\, August 2nd\, 2017\n6:00 pm – 8:00 pm \n\nLocation\nCFA NY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \n\nFees\nFREE\nMembers Only \nClose×Event Overview\nLend your voice and interact with any of CFA Society New York’s 18 Volunteer Groups: \nJoin us for this complimentary member event\, where CFA Society New York will facilitate introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFA NY community\, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career\, and the Society as a whole. \nAttendees will meet fellow CFA Society New York members in an informal setting where they will discuss: \n\nFinding and joining specific group(s) of your interest—see list below!\nVolunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.\nBounce new ideas off of one another\, including events\, initiatives and even potential new Volunteer Groups.\n\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/group-meet-and-greet/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,Interest Group,Interest Group Meetings,Membership Committee,Networking 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:20170808T180000
DTEND;TZID=America/New_York:20170808T193000
DTSTAMP:20260619T151045
CREATED:20170503T214934Z
LAST-MODIFIED:20170731T211625Z
UID:15791-1502215200-1502220600@cfany.org
SUMMARY:CFA NY Book Club: "The Second Machine Age" by Erik Brynjolfsson and Andrew McAfee
DESCRIPTION:CFA NY Book Club: “The Second Machine Age” by Erik Brynjolfsson and Andrew McAfee   Tuesday\, August 8th 6:00 pm – 7:30 pm        \nRegister NowLocation CFANY Conference Center 1540 Broadway #1010\,  New York\, NY 10036    \nRegistration Deadline Monday\, August 7th      \nFees  FREE | Members Only      \nHost    Membership Committee  \nCFA Society New York Book Club\nThe CFA Society New York Book Club® meets monthly to discuss the selected book.  No author is present and this is simply an opportunity to have a conversation around the material from the book.  Past members have enjoyed building their investment and market knowledge along with meeting other CFA Society NY members. \n\nProgram Overview\nThis book examines the proliferation and dispersion of robots in all aspects of work and life. The use of robots is moving beyond the factory floor and becoming more prevalent in services\, health care\, autos and home care. Increasingly able to perform duties oncereserved for skilled labor\, robots are putting the jobs of low and high wage workers at risk. We look forward to seeing you at the July event to discuss this and other questions in more detail. \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/nyssa-book-club-the-second-machine-age-by-erik-brynjolfsson-and-andrew-mcafee/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Membership Committee
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170809T180000
DTEND;TZID=America/New_York:20170809T210000
DTSTAMP:20260619T151045
CREATED:20170717T150732Z
LAST-MODIFIED:20170724T153744Z
UID:21411-1502301600-1502312400@cfany.org
SUMMARY:The Value Investing Masterclass
DESCRIPTION:The Investors Podcast:The Value Investing MasterclassDate\n Wednesday\, August 9th\, 2017\n6:00 pm – 9:00 pm \nLocation\n CFA NY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nEvent OverviewAbout Society | Become a MemberSpeakers PanelRegister for Event >>Register for LiveStream >>Fees\n Attend Event \nMembers Only: $55 \nLiveStream Access \nMembers: Free\nNonmembers: $10 \nA limited number of seats have been reserved for CFA Society New York Members on a first-come first-serve basis. \nEvent OverviewThe Value Investing Masterclass\nWho: Very limited seating. Only the first 100 people. \nWhat: The Investor’s Podcast New York City Live Event \nWhen: August 9\, 2017 | 6:00 PM – 9:00 PM EST (5:30 PM Registration) \nWhere: CFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY 10036-2714 \nPurpose: To provide fantastic investing presentations and an opportunity for members of the TIP community to network with each other and the speakers/panel members. \nWesley Gray: 20 minute Presentation\nTobias Carlisle: 20 minute Presentation\nPreston Pysh: 40 minute moderation with Wesley\, Tobias\, & Preston\nSocial Hour: 60 minutes (Open Bar and Food) \nAdditional Notes: NBC will be filming the event for a documentary about Warren Buffett. \nSecure your seat now.  A limited number of seats have been reserved for CFA Society New York Members—cost per ticket is $55.00. \nRegister for Event >>×Speakers PanelWesley Gray Ph.D.\nGuest Speaker / Panel Discussion \nAfter serving as a Captain in the United States Marine Corps\, Dr. Gray earned a Ph.D. and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect\, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and many academic articles on Value and Momentum Investing. He is a regular contributor to multiple industry outlets\, to include the following: Wall Street Journal\, Forbes\, ETF.com\, and the CFA Institute. Dr. Gray earned an MBA and a Ph.D. in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania. \nTobias Carlisle\nGuest Speaker / Panel Discussion \nTobias Carlisle is a founder and managing partner of Carbon Beach Asset Management and serves as Chief Investment Officer. \nHe is best known as the author of the websites The Acquirer’s Multiple® and Greenbackd\, and the books Concentrated Investing\, Deep Value\, and Quantitative Value. \nPrior to founding the forerunner to Carbon Beach in 2010\, Tobias was an analyst at an activist hedge fund\, general counsel of a company listed on the Australian Stock Exchange\, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions\, he has advised on transactions across a variety of industries in the United States\, the United Kingdom\, China\, Australia\, Singapore\, Bermuda\, Papua New Guinea\, New Zealand\, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999). \nPreston Pysh\nHost and Moderator \nPreston Pysh is an authority in business\, investing\, and leadership. His business podcast is globally ranked #1 on iTunes for stock investing among numerous other categories. On Amazon\, Preston is globally ranked as a top 100 business author. His work has been translated into numerous languages and he writes about international finance and central banking as a contributor on Forbes. Preston has interviewed billionaire NBA sports team owners\, Hedge Fund Managers\, and global authorities in finance. His work has been featured on shows like The Colbert Report on Comedy Central\, The History Channel\, and many others. \nPreston is the founder of the Pylon Holding Company and he graduated from West Point with a degree in Aerospace Engineering. He was an AH-64D Attack Helicopter pilot and Company Commander with the 101st Airborne Division During Operation Enduring Freedom and he was awarded the Bronze Star Medal. \nClose×Event Overview\nThe Value Investing Masterclass\nWho: Very limited seating. Only the first 100 people. \nWhat: The Investor’s Podcast New York City Live Event \nWhen: August 9\, 2017 | 6:00 PM – 9:00 PM EST (5:30 PM Registration) \nWhere: CFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY 10036-2714 \nPurpose: To provide fantastic investing presentations and an opportunity for members of the TIP community to network with each other and the speakers/panel members. \nWesley Gray: 20 minute Presentation\nTobias Carlisle: 20 minute Presentation\nPreston Pysh: 40 minute moderation with Wesley\, Tobias\, & Preston\nSocial Hour: 60 minutes (Open Bar and Food) \nAdditional Notes: NBC will be filming the event for a documentary about Warren Buffett. \nSecure your seat now.  A limited number of seats have been reserved for CFA Society New York Members—cost per ticket is $55.00. \nClose×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*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.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin NowCloseCFANY 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-value-investing-masterclass/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Other Industry Events
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170824T180000
DTEND;TZID=America/New_York:20170824T203000
DTSTAMP:20260619T151045
CREATED:20170711T154557Z
LAST-MODIFIED:20171128T212835Z
UID:21222-1503597600-1503606600@cfany.org
SUMMARY:CFA NY 2017 Midyear Investment Professional Employment Outlook
DESCRIPTION:Investment Employment Outlook and Professional Development Series2017 Midyear Investment Professional Employment OutlookRegister for EventRegister for LivestreamLivestream is free & available to CFA Society New York Members Only \nEvent AgendaEvent OverviewEvent DetailsEvent Agenda\n5:58: OPENING REMARKS \nChris Cutler\, CFA\, Vice Chairman\, CFA Society New York \n\n6:00: KEYNOTE ADDRESS \nTom Wilson\, Head of Talent Acquisition\, OppenheimerFunds \n\n6:15: PANEL \nModerator\nDan Butcher\, Editor\, eFinancialCareers \nPanelists\nMatt Jabinsky\, Senior Recruiter\, Lord Abbett\nJohn Mazzei\, Managing Partner\, Rand Thompson Consultants\nChad Astmann\, Partner and Head of Asset Management\, Heidrich & Struggles\nKris Haber\, Chief Operating Officer\, Advent Capital Management\, LLC\nSteve Gold\, Partner\, Green Key Resources \n\n7:30: CLOSING KEYNOTE \nJoseph Healey\, Senior Client Partner\, Private Markets\, Korn Ferry \n\n7:45: CLOSING REMARKS \nDaniel Dagen\, CFA\, CEO\, CFA Society New York \n\n7:50: NETWORKING RECEPTION \n\n8:30: ADJOURNMENT \nEvent Overview\n \nCFA Society New York 2017 Midyear Investment Professional Employment Outlook will tackle various issues including job hunting strategies\, common pitfalls in interviewing and how to avoid them\, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes.  Finally\, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry\, but also their expectations during the next three to six months. \n\nEvent Details\n \n Date\nThursday\, August 24th\, 2017\n6:00 pm – 8:30 pm \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nMembers | $15\nNonmembers | $45 \n\n×Agenda\n5:58: OPENING REMARKS \nChris Cutler\, CFA\, Vice Chairman\, CFA Society New York \n\n6:00: KEYNOTE ADDRESS \nTom Wilson\, Head of Talent Acquisition\, OppenheimerFunds \n\n6:15: PANEL \nModerator\nDan Butcher\, Editor\, eFinancialCareers \nPanelists\nMatt Jabinsky\, Senior Recruiter\, Lord Abbett\nJohn Mazzei\, Managing Partner\, Rand Thompson Consultants\nChad Astmann\, Partner and Head of Asset Management\, Heidrich & Struggles\nKris Haber\, Chief Operating Officer\, Advent Capital Management\, LLC\nSteve Gold\, Partner\, Green Key Resources \n\n7:30: CLOSING KEYNOTE \nJoseph Healey\, Senior Client Partner\, Private Markets\, Korn Ferry \n\n7:45: CLOSING REMARKS \nDaniel Dagen\, CFA\, CEO\, CFA Society New York \n\n7:50: NETWORKING RECEPTION \n\n8:30: ADJOURNMENT \nClose×Dates | Fees | Location\n\n \n Date\nThursday\, August 24th\, 2017\n6:00 pm – 8:00 pm \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nTBD \nClose×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*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.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin Now\nClose2017 Midyear Investment Professional Employment OutlookAugust 24th | 6-8:30pmAgenda5:58: OPENING REMARKS \nChris Cutler\, CFA\, Vice Chairman\, CFA Society New York \n\n6:00: KEYNOTE ADDRESS \nTom Wilson\, Head of Talent Acquisition\, OppenheimerFunds \n\n6:15: PANEL \nModerator\nDan Butcher\, Editor\, eFinancialCareers \nPanelists\nMatt Jabinsky\, Senior Recruiter\, Lord Abbett\nJohn Mazzei\, Managing Partner\, Rand Thompson Consultants\nChad Astmann\, Partner and Head of Asset Management\, Heidrich & Struggles\nKris Haber\, Chief Operating Officer\, Advent Capital Management\, LLC\nSteve Gold\, Partner\, Green Key Resources \n\n7:30: CLOSING KEYNOTE \nJoseph Healey\, Senior Client Partner\, Private Markets\, Korn Ferry \n\n7:45: CLOSING REMARKS \nDaniel Dagen\, CFA\, CEO\, CFA Society New York \n\n7:50: NETWORKING RECEPTION \n\n8:30: ADJOURNMENT \nDate\n Thursday\, August 24th\, 2017\n6:00 pm – 8:30 pm \nLocation\n CFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \nFees\n Members | $15\nNonmembers | $45 \nRegister for EventView Event Overview\nCFA Society New York 2017 Midyear Investment Professional Employment Outlook will tackle various issues including job hunting strategies\, common pitfalls in interviewing and how to avoid them\, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes.  Finally\, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry\, but also their expectations during the next 3 to 6 months. \nView Speakers List\nMatt Jabinsky\, Senior Recruiter\, Lord Abbett\nJohn Mazzei\, Managing Partner\, Rand Thompson Consultants\nChad Astmann\, Partner and Head of Asset Management\, Heidrich & Struggles\nKris Haber\, Chief Operating Officer\, Advent Capital Management\, LLC\nSteve Gold\, Partner\, Green Key Resources\nJoseph Healey\, Senior Client Partner\, Private Markets\, Korn Ferry\nTom Wilson\, Head of Talent Acquisition\, OppenheimerFunds \nModerator\nDan Butcher\, Editor\, eFinancialCareers \nEvent AgendaCareer Development GroupAbout SocietyRegister for EventEvent Overview\nCFA Society New York 2017 Midyear Investment Professional Employment Outlook will tackle various issues including job hunting strategies\, common pitfalls in interviewing and how to avoid them\, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes.  Finally\, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry\, but also their expectations during the next 3 to 6 months. \nEvent Partner\n\nEvent Sponsor\n\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\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/cfa-ny-2017-midyear-job-market-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Investment Professional Employment Outlook 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:20170912T180000
DTEND;TZID=America/New_York:20170912T193000
DTSTAMP:20260619T151045
CREATED:20170731T205558Z
LAST-MODIFIED:20170911T191529Z
UID:23024-1505239200-1505244600@cfany.org
SUMMARY:CFA Society New York Book Club®: “Age of Ambition: Chasing Fortune\, Truth\, and Faith in the New China” by Evan Osnos
DESCRIPTION:“Age of Ambition: Chasing Fortune\, Truth\, and Faith in the New China” by Evan OsnosRegister for EventRegistration Deadline: Tuesday\, September 12th at 3:00 pm \nThe author of this impressive book on China provides a bottom up view of the country’s economic development over the past decade and offers compelling individual narratives on the promises and perils of its development model.  Anyone who reads this will come away with a view on China different from what the headlines suggest. \nDate\n Tuesday\, Sept. 12\, 2017\n6:00 pm – 7:30 pm \nLocation\n CFA  Society New York Conference Center\n1540 Broadway\nSuite 1010 \nFees\n FREE\nCFA Society New York Members Only \nCFA Society New York Book Club®\nThe CFA Society New York Book Club® meets monthly to discuss the selected book. No author is present and this is simply an opportunity to have a conversation around the material from the book. Past members have enjoyed building their investment and market knowledge along with meeting other CFA Society NY members. \nMembership CommitteeBECOME A CFA SOCIETY NEW YORK MEMBERAbout SocietyRegister for Event×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*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.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin NowCloseDISCLAIMER 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\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/cfa-society-new-york-book-club-age-of-ambition-chasing-fortune-truth-and-faith-in-the-new-china-by-evan-osnos/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Membership Committee
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170913T180000
DTEND;TZID=America/New_York:20170913T200000
DTSTAMP:20260619T151045
CREATED:20170814T224242Z
LAST-MODIFIED:20170906T214147Z
UID:23743-1505325600-1505332800@cfany.org
SUMMARY:Global View of Macro Strategy Trends & Commodity Markets
DESCRIPTION:Global View of Macro Strategy Trends & Commodity MarketsRegister to AttendMacroeconomic and geopolitical forces have unavoidable impact on asset prices globally\, while at the same time individual markets across equities\, fixed income\, currencies and commodities all have very unique characteristics.   How do these forces interrelate\, and how might things change in the future?  This engaging event will explore the forces driving the market’s structural trends with a multi-asset view and investment management practices within macro and commodity focused strategies. \nA distinguished group investors will share their experience in implementing both systematic and discretionary strategies\, and how they aim to produce prudent risk adjusted returns. \nThe evening will begin with a fireside chat between Mark Carhart\, CIO\, Kepos Capital a systematic macro manager and Osvaldo Canavosio\, Head of Research at Man/FRM.  Messrs. Carhart and Canavosio will have a focused discussion on global market structure in general and systematic strategies in particular.  The second part of the evening will feature a panel discussion of experienced commodity investors\, who will provide insight into a wide spectrum of commodity markets. \n\n\nOpening Comments – Discretionary vs. Systematic Strategies\, Perils to Avoid\n\nDOUGLAS HEPWORTH\,CFA\, Founding Principal\, Gresham Investment Management LLC \n\nFireside Chat – Macro Strategies & Trends\n\nMARK CARHART\, CIO\, Kepos Capital \nModerator: OSVALDO CANAVOSIO\, CFA\, Head of Research\, FRM / Man Group \n\nPanel – A View of Commodity Markets\nMATTHEW HEAP\, Portfolio Manager\, Orion Resource Partners\nLEIGH GOEHRING\, CIO\, Goehring & Rozencwagj\nDAVID MARTIN\, Founder & CIO\, Martin Fund Management LLC\nPAUL SHORT\, CFA\, Head of Risk\, Vectra Capital \nModerator: ERNEST SCALAMANDRE\, Founder & Managing Member\, AC Investment Management LLC \nDate\n Wednesday\, September 13th\n6:00 pm – 8:00 pm \nLocation\n CFA NY Conference Center\n1540 Broadway\nSuite 1010 \nFees\n Members $30\nNonmembers $70 \nRegister for LivestreamLiveStream is free and available to members only. \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\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/global-view-of-macro-strategy-trends-commodity-markets/
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:20170914T133000
DTEND;TZID=America/New_York:20170914T160000
DTSTAMP:20260619T151045
CREATED:20170329T050358Z
LAST-MODIFIED:20171127T183611Z
UID:14271-1505395800-1505404800@cfany.org
SUMMARY:2nd Annual Private Bank and PWM Chief Investment Officer Roundtable
DESCRIPTION:2nd Annual\nPrivate Bank and PWM Chief Investment Officer Roundtable Thursday\, September 14\, 2017\n5:45 pm -8:00 pm\n\nAgenda\n6:00     Welcoming Remarks\nRobert W. Dannhauser\, CFA\, FRM\, CAIA\, Head\, Global Private Wealth Management\, CFA Institute \n6:02     Opening Keynote\nDarrell L. Cronk\, CFA\, President\, Wells Fargo Investment Institute; Chief Investment Officer for Wealth and Investment Management\, Wells Fargo & Company\n \n6:20     Panel \nModerator\nGarrett R. D’Alessandro\, CFA\, CAIA\, AIF®\, Chief Executive Officer\, Interim Chief Investment Officer\, City National Rochdale Investment Management \nSpeakers\nKathleen M. Fisher\, Head\, Wealth and Investment Strategies\, Bernstein Private Wealth Management\nJose A. Rasco\, Head of Investment Strategy\, HSBC Private Bank\nGeorge K\, Mateyo\, Chief Investment Officer\, Key Private Bank\nRobert “Tim” McGee\, Director of Macro Strategy and Research\, U.S. Trust\, Bank of America Private Wealth Management \n7:40     Closing Keynote\nVinay Pande\, Head of Trading Strategies\, UBS Wealth Management \nIntroduced by: Martin Pomp\, CFA \n8:00     Closing Remarks\nBill Stout\, Senior Managing Director\, Nuveen \nFeesMember $55\nNonmember $150 \nCFA Society New York reserves the right to decline admission / refund registration costs. No walk-ins or press permitted. \nLocationCFA  Society New York Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, September 13 2017 at 3:00 pm \nAsset Owners: Request Complimentary AdmissionRegister to AttendStudents and members of the press will be refunded should they register. \nAsset Owner Series SponsorPartnerNote: 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 CFA Society New York’s code of conduct. \nThe 2nd Annual Private Bank and PWM Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in best practices in investment strategy\, risk management and market engagement. The purpose of the panel is to explore how the various issues across assets classes such as Global Equities\, Global Fixed Income\, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face. \nWho Should Attend\nAsset owners\, portfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m?ultilateral development bank? or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.? \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\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/2nd-annual-private-bank-and-pwm-chief-investment-officer-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;VALUE=DATE:20170918
DTEND;VALUE=DATE:20170920
DTSTAMP:20260619T151045
CREATED:20170911T152429Z
LAST-MODIFIED:20170911T175822Z
UID:24955-1505692800-1505865599@cfany.org
SUMMARY:Catalyzing US and African Institutional Allocations to Emerging Managers
DESCRIPTION:Catalyzing US and African Institutional Allocations to Emerging ManagersRegister to AttendRegister for LiveStreamThe Africa investor (Ai) CEO Institutional Investment Summit 2017 and Capital Market Index Series Awards – incorporating the African Sovereign Wealth and Pension Fund Leaders’ Summit – is the international calendar event for US and global institutional investors to engage African pension funds\, sovereign wealth funds and capital market leaders on investment opportunities in African markets. \nMore Information: Download BrochureDate\n Monday\, Sept. 18\, 2017\n7:30 am – 5:00 pm \nTuesday\, Sept. 19\, 2017\n8:00 am – 12:00 pm \nLocation\n MONDAY \nCFA NY Conference Center\n1540 Broadway\nSuite 1010 \nTUESDAY \nNasdaq\n4 Times Square\nNew York\, NY \nFees\n Members: $1270\n~25% OFF~ \nNonmembers: $1\,695 \nAgenda\nMonday\, September 18 – at NASDAQ\nExpand Monday's Agenda \n07:30 – 08:00\nRegistration: Guests head upstairs \n08:00 – 10:00\n2nd NEPAD-Continental Business Network Leaders’ Working Breakfast Dialogue on Mobilizing Pension and Sovereign Fund Capital for African Infrastructure Projects \n08:00 – 08:45\nNEPAD-CBN Opening Keynotes: CBN Institutional Leaders Dialogue and Recommendations\nThis CBN high-level panel will build on last year’s dialogue of African asset owners. It will convene key leaders to discuss practical initiatives and opportunities to mobilize institutional assets to allocate to African infrastructure as an investable asset class. \n08:45 – 09:45\nIncreasing African Pension and Sovereign Wealth Fund Allocations\nThis session will discuss the outcomes of a recent consultation and dialogue led by the NEPAD-CBN and the African Union investigation. This will look into the available options to improve the environment to assist African pension funds to invest up to 5% of their allocations into infrastructure assets. \n09:45 – 10:00\nCBN (NEPAD) on the Way Forward and Next Steps \n10:00 – 10:10\nSummit Partners Welcome and Opening Remarks \n10:10 – 10:50\nInside Africa’s Public Markets\nAfrican capital market leaders will examine current capital market trends and review investor appetite across various sectors and regions. This panel\nwill engage institutional investors on their public market strategies in emerging markets and share commonalities with African markets and how they are facilitating access to asset classes such as healthcare\, education and private investments into public equity (PIPES). \n10:50 – 11:10\nNetworking Break \n11:10 – 11:50\nSupporting Consultants and Trustees to Evaluate Africa Risk\nThis session will explore strategies and market practices used by consultants when evaluating Africa as an investable market. It will discuss how research is generated and proposed to Boards of Trustees\, consultants’ mandates\, RFPs and the options available to trustees to increase their knowledge and exposure to the African market. \n11:50 – 12:30\nAfrican Pension Fund Leaders Roundtable – Strategies\, Products\, Regulation and Carve-outs\nIn this session\, African pension funds will discuss their mandates\, interests and co-investment requirements for both domestic (African) and international (US and global) co-investment partnerships as well as access to non-traditional asset classes. \n12:30 – 14:00\nWorking Lunch: The Ai Presidential-CEO Investment Summit\nThis year’s Heads of State Summit will focus on creating an enabling environment for pension and sovereign investments into African infrastructure\nassets – especially energy investment opportunities. \n14:00 – 14:50\n3rd Roundtable on North American Pension Funds and Endowments Investing in Africa\nUS Asset owners will share their experiences investigating and investing in Africa and the role and impact they have as long-term capital providers\non economic development. \n14:50 – 15:40\nCIO-CRO Roundtable on the future of Emerging Market Investing\nLeading Chief Investment and Risk Officers will share their views on the future of emerging market investing\, strategies\, trends and addressing the\nliquidity issues. \n15:40 – 16:15\nAi Capital Markets Index Series Awards\nAlongside each annual Ai CEO Institutional Investment Summit\, Ai hosts a set of Awards that recognize the achievements of capital market investors\, business leaders\, regulators\, and institutions improving Africa’s capital market investment climate. \n16:15 – 16:30\nDay Chair Closing Remarks \n16:30 – 17:00\nNetworking Break \n \nTuesday\, September 19 – at CFANY\n08:00 – 08:30\nRegistration \n08:30 – 09:00\nLaunch of the Africa investor (Ai) Emerging Managers Report\nThe report – an initiative of the Africa investor (Ai) Emerging Managers Forum and report reviews the business environments for emerging managers in Africa and the US. \n09:00 – 09:15\nKeynote: Building Africa’s Emerging Manager Market\nOur distinguished keynote speaker will discuss the opportunities and challenges associated with building a robust Emerging Manager Market in Africa. \n09:15 – 10:15\nEmerging Managers Dialogue: Prominent discussions leaders will address the following issues:\n∙ Industry Developments and Best Practices\n∙ US-Africa Partnerships\n∙ Going for Scale\n∙ Emerging Fund Strategies\n∙ Cross Border Partnership Opportunities \n10:15 – 10:30\nNetworking Break \n10:30 – 11:30\nAsset Owners Roundtable: Prominent discussions leaders will address the following issues:\n∙ Internationalizing Emerging Manager Programs\n∙ Innovations in Manager Selection\n∙ Fiduciary Ratings and Emerging Managers\n∙ Getting on the Consultants’ Radar\n∙ Cross Border Partnership Opportunities \n11:30 – 11:55\nAi EMF Leaders Dialogue on Next Steps\nProminent discussions leaders will bring together the feedback and discussions from the event and prioritize the recommendations for the Forum to advance and map the stakeholders and actions to engage to advance the goals of the Forum. \n11:55 – 12:00\nClosing Remarks \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\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/catalyzing-us-and-african-institutional-allocations-to-emerging-managers/
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:20170919T140000
DTEND;TZID=America/New_York:20170919T160000
DTSTAMP:20260619T151045
CREATED:20170329T051140Z
LAST-MODIFIED:20180418T170343Z
UID:14277-1505829600-1505836800@cfany.org
SUMMARY:3rd National Pension Funds Conference
DESCRIPTION:3rd National Pension Funds ConferenceAsset Owners: Request Complimentary AdmissionRegister to AttendAgenda\n6:00: INTRODUCTION & OPENING REMARKS \nIntroduction\nDaniel Dagen\, CFA\, CEO\, CFA Society New York\n \nOpening Remarks\nPaul Smith\, CFA\, President and CEO\, CFA Institute \n\n6:15: OPENING KEYNOTE\nMark Delaney\, Deputy Chief Executive & Chief Investments Officer\, AustralianSuper \n\n6:30: PANEL \nModerator\nHan Yik\, Head of Institutional Investors\, World Economic Forum \nSpeakers\nMasahiro Mori\, New York Office Chief Representative\, Japan’s Government Pension Investment Fund\nFernando Manrique Zúñiga\, CFA\, CAIA\, Head of Equities\, Prima AFP\nSibusiso Luthuli\, Chief Executive & Principal Officer\, Eskom Pension and Provident Fund (EPPF)\nPhilippe Desfosses\, CEO\, Retraite Additionnelle de la Fonction Publique (ERAFP); Vice Chair\, IIGCC\nGerald Paul Kasaato\, CIO\, National Social Security Fund \n\n8:00: CLOSING REMARKS\nJOHN PANAGAKIS\, Head of International Advisory Services\, Nuveen \nDate: September 19th\n6:00 pm – 8:00 pm \nAsset Owners: Request Complimentary AdmissionRegister to AttendStudents and members of the press will be refunded should they register. \nRegistration DeadlineTuesday\, September 19\, 2017 \nFees Member $55 | Nonmember $150 \nCFA Society New York reserves the right to decline admission / refund registration costs.\nNo walk-ins or press permitted. \nLocationCFA Society New York Conference Center\n1540 Broadway Suite 1010 (45th St. Entrance)\nNew York\, NY 10036 \nAsset Owner Series Sponsor\n \nPartners\n\n\n\n\n\n\n\n\n\n\n\nWho Should Attend\nAsset owners\, portfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, multilateral development bank or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee. \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 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/3rd-annual-national-pension-funds-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Industry 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:20170925T080000
DTEND;TZID=America/New_York:20170925T130500
DTSTAMP:20260619T151045
CREATED:20170818T191602Z
LAST-MODIFIED:20170922T173555Z
UID:23979-1506326400-1506344700@cfany.org
SUMMARY:Valuations in a Risk-Free World
DESCRIPTION:Valuations in a Risk-Free WorldRegister for EventOverviewDetailsAgendaOverview\n \nThis event has been designed to alert and educate attendees about the possibility of valuation bubbles across equities\, fixed income\, real estate and other asset classes such as cryptocurrencies as it pertains to low interest rates and extensive money printing by the leading global central banks since 2009. As the Federal Reserve is in the process of reversing this steady state of benign financing terms for most market participants the speakers will lay out their views on how valuations may react when the proverbial tide goes out. We have drawn senior speakers from prestigious firms with a strong back-ground in analyzing market distortions and successfully allocation capital and making prudent investing decisions in the past. The speakers come from both the buy side (GMO\, Sprott Asset Mgmt USA\, Alliance Bernstein) as well as the sell side (Credit Suisse\, Pelham Smithers). \nLearning Outcome Statement\nLearn how to analyze valuation distortions both on an asset class level and stock level. \n\nLearn how in the past similar market environments unfolded and resolved\nLearn how the glass can be half full for some and half empty for others in looking at current market valuations\n\nDetails\n \nDate\nMonday\, September 25\, 2017\n8:00 am – 1:05 pm \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nMembers $25 \nNonmembers $65 \nAgenda\n8:00 a.m. – 8:30 a.m. REGISTRATION & CONTINENTAL BREAKFAST \n\n8:30 a.m. – 8:35 a.m. WELCOME COMMENTS \nMichael Oliver Weinberg\, CFA\, Chief Investment Officer at Protégé Partners \n\n8:40 a.m. – 9:20 a.m. PRESENTATION \nCatherine LeGraw\, CFA\, Portfolio Strategist at GMO \n\n9:30 a.m. – 10:20 a.m. FIRESIDE CHAT \nPelham Smithers\, Managing Director at Pelham Smithers Associates \nWhitney George\, Portfolio Manager at Sprott Asset Management USA \nModerated by Michael Oliver Weinberg\, CFA\, Chief Investment Officer at Protégé Partners \n\n10:20 a.m. – 10:40 a.m. NETWORKING BREAK \n\n10:40 a.m. – 11:20 a.m. PRESENTATION \nJill Carey Hall\, CFA\, Vice President and US Equity Strategist\, BofA Merrill Lynch Global Research \n\n11:20 a.m. – 11:30 a.m. NETWORKING BREAK \n\n11:30 a.m. – 12:10 p.m. PRESENTATION \nVADIM ZLOTNIKOV\, Chief Market Strategist\, AllianceBernstein \n\n12:15 p.m. – 1:00 p.m. LUNCHEON PRESENTATION \nJAMES KELLY\, Director of Gabelli Center for Global Security at Fordham University \n\n1:00 p.m. – 1:05 p.m. CLOSING COMMENTS \nElliot Trexler\, President & Chief Investment Officer at Global Return Asset Management\, LLC \nOrganizers\nMICHAEL OLIVER WEINBERG\, CFA \nMATHIAS STROHFELDT\, CFA \nELLIOT TREXLER \n×Michael Oliver Weinberg\, CFA\nChief Investment Officer of MOV37 and Protégé Partners  \nFor more than two decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. \nHe is the Chief Investment Officer at MOV37 and Protégé Partners\, where he is a Senior Managing Director\, and on the investment\, management and risk committees. Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School\, where he teaches Pension\, Sovereign and Institutional Investing\, an advanced MBA course that he created. \nHe was a portfolio manager and global head of equities at FRM\, a multi-strategy investment solutions provider. Prior to that\, Michael was a portfolio manager at Soros\, the macro fund and family office\, and at Credit Suisse First Boston. Before that he was a Real Estate analyst at Dean Witter. \nMichael is a board member of AIMA and on its Research Committee. He is on the management advisory council for the Michael Price Student Investment Fund and an advisory board member for the NYU Stern Investment Management and Research Society. Michael is a founder and advisory board member of YJP\, a young professional organization. He is a member of The Economic Club of New York. Michael is Chair of the Value Investing Committee at CFANY\, where he has received multiple awards\, including Volunteer of the Year. \nMichael is a published author\, having written articles for The New York Times\, Institutional Investor\, CFA Institute and CAIA. He has been interviewed by the Wall Street Journal\, Financial Times\, CNBC\, Bloomberg and Reuters. Michael is a frequent panelist\, moderator and lecturer for investment banks\, institutional and family office organizations and business schools\, including Institutional Investor\, Pensions & Investments\, SALT\, Harvard and The London School of Economics. He has a BS from New York University and an MBA from Columbia Business School. \nClose×Mathias Strohfeldt\, CFA\nMathias Strohfeldt\, CFA\, serves as a senior generalist analyst as well as covers the utilities\, large cap Energy\, Chemicals\, Metals & Mining and E&C sector across all of the Main Street Team’s products. In addition Mathias is the macro analyst for the team and runs a small value sleeve of 40-50 stocks across all sectors. Prior to joining the Firm in 2015\, he was a research analyst at Franklin Templeton Investments where he covered the utilities\, banks\, software and energy services industries. Before that\, he was a research analyst at RCM\, part of Allianz Global Investors. \n\nB.S. from Drexel University\nM.B.A. from University of Cambridge\n\nClose×Elliot Trexler\nElliot Trexler brings over 15 years of investment analysis experience to his role as President and Chief Investment Officer of Global Return Asset Management\, LLC. In this capacity\, Elliot oversees all securities analysis\, buy-and-sell decisions\, and risk and portfolio management. He also regularly writes whitepapers which range in topics from security analysis\, risk mitigation\, the psychology of investing and ESG factors. Elliot received the 2016 Awards for “Best Fundamental Growth Investor” and “Award for Excellence in Risk Analysis” sponsored by BarclayHedge and the “2016 Hedge Fund Manager of the Year” award from Wealth & Finance International. Elliot is also a Forbes Magazine contributor. \nElliot currently serves as Vice-Chairman of the Value Investing Group at CFA Society New York. He regularly hosts educational events that feature industry-leading value investors on topics such-as security analysis and risk management. Elliot also hosts the Author Series symposium where he interviews authors of business and investing books; these interviews are followed by topical panel discussions with industry leaders. \nElliot has been active in politics and received three political appointments. He has also served on numerous nonprofit boards\, including a $550 million dollar foundation. He was the youngest member ever on the board of directors for United Way of Central Indiana and was a finalist for the “Governor’s Award for Tomorrow’s Leaders” for the State of Indiana. He is a graduate of Indiana University and attended the Indiana University Kelley School of Business. \nCloseDate\n Monday\, September 25th\n8:00 am – 1:05 pm \nLocation\n CFA Society New York Conference Center\n1540 Broadway\nSuite 1010 \nFees\n Members $25\nNonmembers $65 \n$10 surcharge for walk-ins \nRegister for EventSpeakers\nCatherine LeGraw\, CFA\, Portfolio Strategist\, GMO\nLori Calvasina\, Managing Director and Chief US Equity Strategist\, Credit Suisse\nPelham Smithers\, Managing Director\, Pelham Smithers Associates\nW. Whitney George\, Portfolio Manager\, Sprott Focus Trust\nVadim Zlotnikov\, Chief Market Strategist; Co-Head—Multi-Asset Solutions; Chief Investment Officer—Systematic and Index Strategies\nJames Russell Kelly\, Director\, Gabelli Center for Global Security Analysis & Senior Lecturer in Finance\, Fordham University\nJill Carey Hall\, CFA\, Vice President and US Equity Strategist\, BofA Merrill Lynch Global Research \nMICHAEL OLIVER WEINBERG\, CFA \nMATHIAS STROHFELDT\, CFA \nELLIOT TREXLER \nSponsor\n \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\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/valuations-in-a-risk-free-world/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Value Investing
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170927T080000
DTEND;TZID=America/New_York:20170927T100000
DTSTAMP:20260619T151045
CREATED:20170831T204644Z
LAST-MODIFIED:20170927T131228Z
UID:24500-1506499200-1506506400@cfany.org
SUMMARY:Single Stock Concentration Risk Management Seminar
DESCRIPTION:Single-Stock Concentration Risk Management SeminarWednesday\, September 27\, 2017 \nMembers: $10 | Nonmembers: $25 \nREGISTER TO ATTENDLiveStream Access: FREE | Available to Members Only\n8:00 am-10:00 am \nRegister for LiveStreamOverviewDetailsAgendaSpeakersOverview\nWhether the result of equity-based compensation from employment at public companies\, or the rewards of a liquidity event borne of entrepreneurial success\, concentrated single-stock positions are relatively common among wealthy individuals. Clients often wish to maintain ownership of some or all of their highly appreciated stock for a variety of reasons\, such as tax and estate planning considerations\, emotional attachment to the stock and restrictions on the shares. With the stock market at record heights\, interest rates ratcheting up\, risks seemingly everywhere and the possibility of tax reform still in the air\, single-stock risk management has taken on a renewed focus. Ideally\, such investors would like to: \n• Preserve their unrealized gains at an affordable cost\n• Avoid triggering a taxable event and other adverse tax outcomes; and\n• Retain all future price appreciation and dividends \nIn this workshop\, moderator Thomas Boczar\, and presenters Mark Leeds\, Brian Yolles\, and Elizabeth Ostrander will review a variety of tools and techniques–some old\, some new\, some obvious\, and some not so obvious–that financial advisors and their clients might avail themselves to achieve these objectives\, including a new risk management methodology\, referred to as a Stock Protection Fund\, for investors seeking to reduce their downside risk over a long-term period\, without capping their upside or triggering a reportable event. \nSpeakers and Bios\nModerator \nTom Boczar\, CFA\, is CEO of Intelligent Edge Advisors. Tom is expert in the discipline of single-stock risk management\, and has structured and arranged the execution of billions of dollars of single-stock hedging and monetization transactions. Tom is a prolific researcher and has authored over fifty published articles\, a number of which have won prestigious awards\, on issues related to concentrated wealth and the taxation of financial instruments\, products and transactions. Tom holds an LL.M. (Taxation) from NYU School of Law\, and a J.D.\, MBA and Masters in Professional Accounting from the University of Miami. Tom holds an Advanced Professional Certificate in Estate Planning from NYU School of Law\, and earned the CFA Institute’s CFA designation and IMCA’s CPWA designation. Tom is admitted to the bar in NY and CT. \n\nMark Leeds is the Tax Transactions & Consulting partner in Mayer Brown’s New York office. His practice is focused on the tax consequences of a variety of capital markets products and strategies\, including over-the-counter derivative transactions\, swaps\, tax-exempt derivatives and strategies for efficient utilization of tax attributes—such as net operating losses. Mark advises on the tax aspects of capital markets\, structured finance\, derivatives\, financial products and insurance transactions and has extensive experience working with both buyers and sellers to develop and structure complex derivatives. A significant portion of his work involves the taxation of financial products and trading strategies engaged in by banks and other financial market participants. He also advises on hedge fund and other investment vehicle formation matters. Mark is a former managing director and senior tax counselor with Deutsche Bank in New York. He also served as the general counsel of a credit derivative company and was a partner at Deloitte & Touche\, where he led the capital markets tax practice. A frequent writer and speaker on tax topics affecting the capital markets\, Mark is also the editor-in-chief of the monthly publication Derivatives: Financial Products Report. \nBrian Yolles Brian is the founder and CEO of StockShield LLC\, and the inventor of the Stock Protection Fund methodology\, which has won patent protection and delivered cost-effective results throughout the financial crisis. Brian began his career as an equity research associate at Dowling & Partners Securities LLC\, an investment banking and capital markets firm specializing exclusively in the insurance industry\, and has over 15 years experience developing new and innovative solutions for managing concentrated stock wealth. Brian is an active member of the Global Association of Risk Professionals (GARP). Brian graduated summa cum laude from Yale University and earned his MBA from the UCLA Anderson School of Management. \nElizabeth Ostrander\, CFA\, is Managing Director and Head of Business Development at Intelligent Edge Advisors\, an investment banking and capital markets firm that works exclusively with financial advisors to plan\, structure and execute liquidity events for their clients who own privately-owned businesses\, commercial real estate and/or highly appreciated positions in a single publicly-traded stock. Elizabeth works with independent broker-dealers\, custodians\, banks and wealth management firms to make Intelligent Edge’s service offering available to financial advisors and their clients. Elizabeth has authored numerous scholarly articles on various issues surrounding concentrated wealth\, and frequently speaks on the topic. Elizabeth holds a B.A. from Boston College and is a CFA charterholder. \n\nDetails\nDate\nWednesday\, September 27th\, 2017\n8:00 am – 10:00 am \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nMembers | $10\nNonmembers | $25 \nAgenda\n8:00 Check-in & Continental breakfast \n\n8:30 Panel Discussion \nMark Leeds\, Tax Transactions & Consulting Partner\, Mayer Brown’s New York Office\nBrian Yolles\, Founder and CEO\, StockShield\, LLC j\nElizabeth Ostrander\, CFA\, Managing Director and Head of Business Development\, Intelligent Edge Advisors \nModerator\nTom Boczar\, CFA\, CEO\, Intelligent Edge Advisors \n\n10:00 Adjourn \nSpeakers\nModerator \nTom Boczar\, CFA\, is CEO of Intelligent Edge Advisors. Tom is expert in the discipline of single-stock risk management\, and has structured and arranged the execution of billions of dollars of single-stock hedging and monetization transactions. Tom is a prolific researcher and has authored over fifty published articles\, a number of which have won prestigious awards\, on issues related to concentrated wealth and the taxation of financial instruments\, products and transactions. Tom holds an LL.M. (Taxation) from NYU School of Law\, and a J.D.\, MBA and Masters in Professional Accounting from the University of Miami. Tom holds an Advanced Professional Certificate in Estate Planning from NYU School of Law\, and earned the CFA Institute’s CFA designation and IMCA’s CPWA designation. Tom is admitted to the bar in NY and CT. \n\nMark Leeds is the Tax Transactions & Consulting partner in Mayer Brown’s New York office. His practice is focused on the tax consequences of a variety of capital markets products and strategies\, including over-the-counter derivative transactions\, swaps\, tax-exempt derivatives and strategies for efficient utilization of tax attributes—such as net operating losses. Mark advises on the tax aspects of capital markets\, structured finance\, derivatives\, financial products and insurance transactions and has extensive experience working with both buyers and sellers to develop and structure complex derivatives. A significant portion of his work involves the taxation of financial products and trading strategies engaged in by banks and other financial market participants. He also advises on hedge fund and other investment vehicle formation matters. Mark is a former managing director and senior tax counselor with Deutsche Bank in New York. He also served as the general counsel of a credit derivative company and was a partner at Deloitte & Touche\, where he led the capital markets tax practice. A frequent writer and speaker on tax topics affecting the capital markets\, Mark is also the editor-in-chief of the monthly publication Derivatives: Financial Products Report. \nBrian Yolles Brian is the founder and CEO of StockShield LLC\, and the inventor of the Stock Protection Fund methodology\, which has won patent protection and delivered cost-effective results throughout the financial crisis. Brian began his career as an equity research associate at Dowling & Partners Securities LLC\, an investment banking and capital markets firm specializing exclusively in the insurance industry\, and has over 15 years experience developing new and innovative solutions for managing concentrated stock wealth. Brian is an active member of the Global Association of Risk Professionals (GARP). Brian graduated summa cum laude from Yale University and earned his MBA from the UCLA Anderson School of Management. \nElizabeth Ostrander\, CFA\, is Managing Director and Head of Business Development at Intelligent Edge Advisors\, an investment banking and capital markets firm that works exclusively with financial advisors to plan\, structure and execute liquidity events for their clients who own privately-owned businesses\, commercial real estate and/or highly appreciated positions in a single publicly-traded stock. Elizabeth works with independent broker-dealers\, custodians\, banks and wealth management firms to make Intelligent Edge’s service offering available to financial advisors and their clients. Elizabeth has authored numerous scholarly articles on various issues surrounding concentrated wealth\, and frequently speaks on the topic. Elizabeth holds a B.A. from Boston College and is a CFA charterholder. \nDateWednesday\, Sept. 27\n8:00 am – 10:00 am \nLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th St. Entrance)\n New York\, NY 10036 \nFeesMembers: $10\nNonmembers: $25 \nREGISTER TO ATTENDLiveStream Access: FREE | Available to Members Only\n8:00 am-10:00 am \nRegister for LiveStreamCFANY 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/single-stock-concentration-risk-management-workshop-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Private Wealth Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170927T180000
DTEND;TZID=America/New_York:20170927T200000
DTSTAMP:20260619T151045
CREATED:20170602T163503Z
LAST-MODIFIED:20170927T151143Z
UID:19200-1506535200-1506542400@cfany.org
SUMMARY:Author Series: Paul Johnson and Paul Sonkin of “Pitch the Perfect Investment”
DESCRIPTION:Author Series: Paul Johnson and Paul Sonkin of “Pitch the Perfect Investment” WEDNESDAY\, SEPTEMBER 27TH 6:00 PM – 8:00 PM \nFEES: Member $15 | Nonmember $45\nLiveStream: Free & Available to Members Only \nRegister for EventRegister for LiveStreamLocationCFA Society New York Conference Center\n1540 Broadway\nSuite 1010 (45th St. Entrance)\nNew York\, NY 10036 \nCFA Institute CE®: 1.5 CreditsCE credits sponsored by Kaplan Schweser \nHostValue Investing Group \nEvent Chair\nElliot Trexler \nSpeakersPaul Johnson\nPaul Sonkin\, Portfolio Manager\, GAMCO Investors/ Gabelli Funds \nModerated by: Elliot Trexler\, President and CIO\, Global Return Asset Management\, LLC \n Whether you work at a money management firm\, hedge fund\, investment bank\, or private equity firm\, the ability to pitch a compelling investment idea determines not only your bonus\, but your success on Wall Street. If you don’t have a great investment idea\, there is nothing to pitch. If you have a great idea but cannot communicate it\, your pitch will fall on deaf ears. Although these skills are so essential\, they are rarely taught on Wall Street. As a result\, analysts are forced to develop this expertise on their own through an agonizing process of trial and error. Pitch the Perfect Investment provides the tools to significantly accelerate this learning process. In this era of hyper-competition on Wall Street\, even the smallest edge can make the difference between success and failure. \nLearning Objectives\n\nIdentify great investment opportunities\nOrganizing the content of your investment pitch\nTailoring your message to the audience’s investment criteria\n\nWho should Attend\nAnalyst\, PM’s\, CIO’s\, Buy-side and Sell-side    \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 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/save-date-author-series-paul-johnson-paul-sonkin-pitch-perfect-investment/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Value Investing
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170928T173000
DTEND;TZID=America/New_York:20170928T200000
DTSTAMP:20260619T151045
CREATED:20170526T175651Z
LAST-MODIFIED:20170928T210425Z
UID:18775-1506619800-1506628800@cfany.org
SUMMARY:Global Agriculture Forum
DESCRIPTION:Global Agriculture ForumTHURSDAY\, SEPTEMBER 28TH 5:30 PM – 8:00 PM \nFee: Members $25 | Nonmembers $65\nLiveStream: Free & Available to Members Only \nRegister for EventRegister for LiveStreamAgenda\n5:30 Check-in \n\n6:00 Opening remarks \nKevin Maxwell\, CFA\, Managing Director\, Institutional Advisory Services\, Nuveen \n\n6:10 Keynote address \nBruce Sherrick\, Ph.D.\, Professor\, University of Illinois \n\n7:00 Panel discussion \nMartin Davies\, President\, Westchester Agriculture Asset Management\nKevin Rivchun\, Vice President\, The Townsend Group\nPaul Pittman\, CEO & Founder\, Farmland Partners \nModerated by: Justin Ourso\, CFA\, Managing Director\, Head of Ag. & Timber\, Nuveen \n\n7:55 Closing Remarks \nSteven Bloom\, CFA \n\n8:00 Networking reception \nLocation CFA Society New York Conference Center 1540 Broadway #1010 New York\, NY 10036 \nHost Alternative Investments Group  \nOrganizersKevin Maxwell\, CFA\nSteven G. Bloom\, CFA \nSpeakersBruce Sherrick\, Ph.D.\, Professor\, University of Illinois\nMartin Davies\, President\, Westchester Agriculture Asset Management\nJustin “Biff” Ourso\, CFA\, Managing Director\, Head of Ag. & Timber\, Nuveen\nKevin Rivchun\, Vice President\, The Townsend Group\nPaul Pittman\, CEO & Founder\, Farmland Partners \nOverview\nAgriculture\, one of the oldest and most important industries on Earth\, has only recently become a sought-after addition to institutional portfolios. Attracted by consistent yields\, long-term appreciation\, inflation-hedging characteristics\, and low correlation to other asset classes\, institutional investors represent a growing portion of fragmented farmland ownership universe. The trend is likely to continue until agriculture becomes a staple of every portfolio. The long-term drivers are evident: the Food and Agriculture Organization (FAO) estimates the global population will reach 9.7 Billion by 2050\, requiring overall food production to increase by 70% during this period. In addition\, rising incomes in emerging and developing economies provides another boost in food production demand. Concerns about water scarcity and security continue to focus attention on agricultural land use worldwide. Advanced scrutiny of water consumption encourages regions\, states\, and countries lacking ample water to conserve the resource by importing rather than producing grain\, fruit\, cotton\, and meat\, each of which requires a substantial amount of water use. Responding to the virtual water trade will cause regions that experience drought and desert conditions to reduce production of water-thirsty agricultural products. The event will kick-off with a review of U.S. land investment performance. The panel will discuss strategies\, challenges and their outlook for the future of this $5 trillion-dollar industry. For example: how should one view the most basic of needs from an investment perspective; how can investors participate in the long-term trend; has the asset been repriced before investors have even had a chance to investigate the opportunity? Likewise\, how does weather\, advanced production techniques\, and the shift from lower-value to higher-value commodities affect industry dynamics? \nFeatures\, Benefits\, Values\nLearn whether it makes sense to include agricultural investments in your portfolio and how to go about gaining exposure. \nMajor Points\n\nHow does agriculture perform as an investment?\nAre the long-term drivers sustainable? Have they been priced in?\nHow does one gain exposure to a mostly illiquid asset class?\nHow does the outlook for land holdings\, leased operations\, crops\, storage\, and delivery vary?\n\nWho Should Attend?\nCIO\, portfolio manager\, analyst\, economist\, strategist\, private wealth adviser\, family office manager\, private equity professional \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/save-date-global-agriculture-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
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