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DTSTART;TZID=America/New_York:20170712T180000
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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
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DTSTART;TZID=America/New_York:20170727T180000
DTEND;TZID=America/New_York:20170727T200000
DTSTAMP:20260619T163003
CREATED:20170612T181416Z
LAST-MODIFIED:20170726T170328Z
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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
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DTSTART;TZID=America/New_York:20170802T180000
DTEND;TZID=America/New_York:20170802T200000
DTSTAMP:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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:20260619T163003
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20171004T083000
DTEND;TZID=America/New_York:20171004T180000
DTSTAMP:20260619T163003
CREATED:20170630T212723Z
LAST-MODIFIED:20171004T163055Z
UID:21053-1507105800-1507140000@cfany.org
SUMMARY:Climate Change is a Given - How to Drive Value and Manage Risk
DESCRIPTION:CFA Society New York’s Sustainable Investing Thought Leadership Group presents the Fourth Annual Sustainable Investing Conference:Climate Change is a Given – How to Drive Value and Manage RiskWednesday\, October 4\, 2017 \n– CFA Institute CE: 8 Credits | Sponsored by Kaplan Schweser – \nEvent OverviewEvent DetailsEvent AgendaEvent Overview\n \nWhat should investors think about when they think about “climate change”?  Rising sea levels\, floods\, drought\, starvation\, infectious disease are only some of the possible outcomes of climate change.  With scientific research pointing towards escalation\, it is imperative\, if not inevitable\, that capital markets better incorporate these risks and identify opportunities.  What data gives us insight into what companies are doing to prepare for and solve these issues? How well are companies disclosing this data?  What kinds of investments could mitigate the consequences of climate change\, and how could we improve investor returns where sustainability is paramount?  Hear from thought leaders who are asset owners\, asset managers\, data providers\, public servants\, impact investors and others who are positioning their portfolios for climate change.  Come and engage in a discussion focused on how best to drive investment decision making for value creation and risk mitigation in this evolving reality.Event Details\n \nDate\nWednesday\, October 4th\, 2017\n8:30 am – 6:00 pm \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nMembers $85 \nNonmembers $150 \nEvent Agenda\n8:30 a.m. – 9:00 a.m. Check-In \n\n9:00 a.m. – 9:15 a.m. Welcome & Introduction \n\n9:15 a.m. – 10:00 a.m. Fireside Chat: Incorporating Climate Change Risk into Investment Portfolios \nVonda Brunsting\, Director\, Capital Stewardship Program\, Service Employees International Union (SEIU) \nAdam Wolfensohn\, Co-Managing Partner\, Encourage Capital \n\n10:00 a.m. – 10:45 a.m. Climate Change Products and Integration Techniques  \nClimate data is being used in new and insightful ways to capture value.  Hear practitioners explain how their integration approaches enhance returns.  The panel will also share their thoughts on strengths and weaknesses of data sets\, methods of integration\, and what lies ahead. \nTimothy Dunn\, CFA\, Founder\, Managing Member and CIO\, Terra Alpha Investments\, LLC \nKaren Wong\, CFA\, Managing Director and Head of Equity Portfolio Management\, Mellon Capital \nModerator: Michael Lear\, CAIA\, CFA\, CIMA\, Vice President and Financial Advisor\, Bernstein Private Wealth Management \n\n10:45 a.m. – 11:00 a.m. Break \n\n11:00 a.m. – 11:45 a.m. Using Climate Data in Investment Decisions: A Case Study \nMeasuring the impact and performance of climate-related investments relies on the availability and quality of data on a range of complex and interrelated issues. We use a case study to highlight the way that asset managers and data services interact to produce sustainability information for investment decision making. This session will be a practical assessment of the ways investors can incorporate sustainability data into the investment process. \nIan van der Vlugt\, Senior Technical Manager\, CDP \nVikram Puppala\, Associate Director\, Carbon Solutions\, Indexes\, Green & Social Bond\, Sustainalytics \nModerator: Elliot Trexler\, President and CIO\, Global Return Asset management\, LLC \n\n11:45 a.m. – 12:15 p.m. Lunch Break \n\n12:15 p.m. – 1:30 p.m. Lunch Keynote: Public Policy & Investment – View from the State Level \nSeth Magaziner\, Treasurer\, State of Rhode Island \n\n1:30 p.m. – 1:45 p.m. Break \n\n1:45 p.m. – 2:30 p.m. Should ESG be Embedded as a Risk Factor in Multi-Factor Models? \nAre new factors required to adequately describe co-movement of ESG securities\, now that they comprise an established and rapidly growing market segment?  To date\, most commercial risk model providers have been slow to add ESG factors in their equity models.  Is this due to lack of data?  And what should investors understand about the current state of “ESG” as a factor – is this an alpha play right now\, as many investors believe it is?  How does climate change factor into these decisions and can investors profit from the lack of efficiency in modeling?  A panel of experts will discuss ESG as a risk or alpha factor. \nLisa Goldberg Ph. D.\, Co-Director\, Consortium for Data Analytics in Risk (CDAR)\, University of California\, Berkeley and Director of Research\, Aperio Group \nGeorge Bonne\, PhD\, PRM\, Executive Director\, Equity Factor Research\, MSCI \nModerator: Jeffrey Bohn\, Ph.D.\, Managing Director at Swiss Re and Head of the Swiss Re Research Institute \n\n2:30 p.m. – 3:15 p.m. Public Sector Panel and Sustainable Cities \nThis panel will discuss the increasingly complicated challenges cities face from the long-term effects of climate change\, and the related financial\, environmental\, and social risks and opportunities in meeting these challenges.  Many city governments in the United States are pledging to meet the goals of the COP 21 Paris Agreement\, with or without Federal government involvement.  This is the trillion-dollar challenge that the capital markets can help municipal and state governments meet. \nZach Solomon\, Vice President\, Morgan Stanley \nRob Thomas\, Chief of Energy and Environment\, Deputy Energy Coordinator\, City of Newark \nLeonard Jones\, Managing Director – Public Finance\, Public Projects & Infrastructure Finance\, Moody’s Investors Service \nModerator: Adam Krop\, Sustainable Infrastructure Advisor\, CDP \n\n3:15 p.m. – 3:30 p.m. Break \n\n3:30 p.m. – 4:15 p.m. Impact Investing: Climate Change Solutions  \nAs markets for renewable resources\, sustainable agriculture and consumer goods grow\, investors are increasingly attracted to the opportunities in climate change solutions.  Hear from leaders in impact investing about their approaches to drive returns and manage risk in some of the most innovative companies and funds in the market.  Sustainable fisheries\, ecosystem investment\, and smart cities are just a few of the themes up for discussion in this session. \nBILL HALLISEY\, Co-Founder & Managing Partner\, NewWorld Capital Group\, LLC \nSasha Brown\, Principal\, Ecosystem Integrity Fund \nModerator: Kate Starr\, CFA\, Chief Investment Officer\, Flat World Partners \n\n4:15 p.m. – 5:00 p.m. What Markets Can Learn from Modeling Value at Risk from Climate Change \nThe increased frequency of climate change driven extreme weather events has pushed efforts to move beyond historically based probability and “risk of loss” modeling.  Hear how modeling techniques are adapting to address this challenge\, and what the financial markets can learn from these efforts to assess value at risk.  We will reflect on how investors can better incorporate this information to identify portfolio exposures to climate change\, as well as how analysts in different asset classes could broaden their analysis. \nLaline Carvalho\, Director\, Financial Services Ratings Group\, S&P \nRobert Kopp\, Director\, Institute of Earth\, Ocean\, and Atmospheric Sciences and Professor\, Earth and Planetary Sciences\, at Rutgers University \nModerator: Andrea Dalton\, CFA\, Consultant\, Revelio \n\n5:00 p.m. – 6:00 p.m.  Wrap Up & Reception \nRegister to Attend×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 NowCloseLiveStream Access: $35 | Available to Members Only\n9:00 am-5:00 pm \nRegister for LiveStreamDate\n Wednesday\, Oct. 4th\, 2017\n8:30 am – 6:00 pm \nLocation\n CFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \nFees\n Member $85\nNonmember $150 \nView Event Overview\nWhat should investors think about when they think about “climate change”?  Rising sea levels\, floods\, drought\, starvation\, infectious disease are only some of the possible outcomes of climate change.  With scientific research pointing towards escalation\, it is imperative\, if not inevitable\, that capital markets better incorporate these risks and identify opportunities.  What data gives us insight into what companies are doing to prepare for and solve these issues? How well are companies disclosing this data?  What kinds of investments could mitigate the consequences of climate change\, and how could we improve investor returns where sustainability is paramount?  Hear from thought leaders who are asset owners\, asset managers\, data providers\, public servants\, impact investors and others who are positioning their portfolios for climate change.  Come and engage in a discussion focused on how best to drive investment decision making for value creation and risk mitigation in this evolving reality. \nPanels\nClimate Change Products and Integration Techniques  \nClimate data is being used in new and insightful ways to capture value.  Hear practitioners explain how their integration approaches enhance returns.  The panel will also share their thoughts on strengths and weaknesses of data sets\, methods of integration\, and what lies ahead. \nTimothy Dunn\, CFA\, Founder\, Managing Member and CIO\, Terra Alpha Investments\, LLC \nKaren Wong\, CFA\, Managing Director and Head of Equity Portfolio Management\, Mellon Capital \nModerator: Michael Lear\, CAIA\, CFA\, CIMA\, Vice President and Financial Advisor\, Bernstein Private Wealth Management \n\nUsing Climate Data in Investment Decisions: A Case Study \nMeasuring the impact and performance of climate-related investments relies on the availability and quality of data on a range of complex and interrelated issues. We use a case study to highlight the way that asset managers and data services interact to produce sustainability information for investment decision making. This session will be a practical assessment of the ways investors can incorporate sustainability data into the investment process. \nIan van der Vlugt\, Senior Technical Manager\, CDP \nVIKRAM PUPPALA\, Associate Director\, Carbon Solutions\, Indexes\, Green & Social Bond\, Sustainalytics \nModerator: Elliot Trexler\, President and CIO\, Global Return Asset management\, LLC \n\nShould ESG be Embedded as a Risk Factor in Multi-Factor Models? \nAre new factors required to adequately describe co-movement of ESG securities\, now that they comprise an established and rapidly growing market segment?  To date\, most commercial risk model providers have been slow to add ESG factors in their equity models.  Is this due to lack of data?  And what should investors understand about the current state of “ESG” as a factor – is this an alpha play right now\, as many investors believe it is?  How does climate change factor into these decisions and can investors profit from the lack of efficiency in modeling?  A panel of experts will discuss ESG as a risk or alpha factor. \nLisa Goldberg Ph. D.\, Co-Director\, Consortium for Data Analytics in Risk (CDAR)\, University of California\, Berkeley and Director of Research\, Aperio Group \nGEORGE BONNE\, PHD\, PRM\, Executive Director\, Equity Factor Research\, MSCI \nModerator: Jeffrey Bohn\, Ph.D.\, Managing Director at Swiss Re and Head of the Swiss Re Research Institute \n\nPublic Sector Panel and Sustainable Cities \nThis panel will discuss the increasingly complicated challenges cities face from the long-term effects of climate change\, and the related financial\, environmental\, and social risks and opportunities in meeting these challenges.  Many city governments in the United States are pledging to meet the goals of the COP 21 Paris Agreement\, with or without Federal government involvement.  This is the trillion-dollar challenge that the capital markets can help municipal and state governments meet. \nZach Solomon\, Vice President\, Morgan Stanley \nRob Thomas\, Chief of Energy and Environment\, Deputy Energy Coordinator\, City of Newark \nLeonard Jones\, Managing Director – Public Finance\, Public Projects & Infrastructure Finance\, Moody’s Investors Service \nModerator: Adam Krop\, Sustainable Infrastructure Advisor\, CDP \n\nImpact Investing: Climate Change Solutions  \nAs markets for renewable resources\, sustainable agriculture and consumer goods grow\, investors are increasingly attracted to the opportunities in climate change solutions.  Hear from leaders in impact investing about their approaches to drive returns and manage risk in some of the most innovative companies and funds in the market.  Sustainable fisheries\, ecosystem investment\, and smart cities are just a few of the themes up for discussion in this session. \nBill Hallisey\, Co-Founder & Managing Partner\, NewWorld Capital Group\, LLC \nSasha Brown\, Principal\, Ecosystem Integrity Fund \nModerator: Kate Starr\, CFA\, Chief Investment Officer\, Flat World Partners \n\nWhat Markets Can Learn from Modeling Value at Risk from Climate Change \nThe increased frequency of climate change driven extreme weather events has pushed efforts to move beyond historically based probability and “risk of loss” modeling.  Hear how modeling techniques are adapting to address this challenge\, and what the financial markets can learn from these efforts to assess value at risk.  We will reflect on how investors can better incorporate this information to identify portfolio exposures to climate change\, as well as how analysts in different asset classes could broaden their analysis. \nLaline Carvalho\, Director\, Financial Services Ratings Group\, S&P \nRobert Kopp\, Director\, Institute of Earth\, Ocean\, and Atmospheric Sciences and Professor\, Earth and Planetary Sciences\, at Rutgers University \nModerator: Andrea Dalton\, CFA\, Consultant\, Revelio \nSpeakers\nLisa Goldberg\, PhD.\, Director of Research\, Aperio Group\nTimothy P. Dunn\, CFA\, Managing Member & Chief Investment Officer\, Terra Alpha Investments LLC\nRobert Kopp\, Director of the Rutgers Institute of Earth\, Ocean\, and Atmospheric Sciences\, and Professor at Rutgers University\nIan van der Vlugt\, Senior Technical Manager\, CDP\nSeth Magaziner\, Treasurer\, State of Rhode Island\nBILL HALLISEY\, Co-Founder & Managing Partner\, NewWorld Capital Group\, LLC\nSasha Brown\, Principal\, Ecosystem Integrity Fund\nLaline Carvalho\, Director\, Financial Services Ratings Group\, S&P\nAdam Krop\, Sustainable Infrastructure Advisor\, CDP\nVONDA BRUNSTING\, Director\, Capital Stewardship Program\, Service Employees International Union (SEIU)\nGEORGE BONNE\, PHD\, PRM\, Executive Director\, Equity Factor Research\, MSCI\nKaren Wong\, CFA\, Managing Director and Head of Equity Portfolio Management\, Mellon Capital\nZach Solomon\, Vice President\, Morgan Stanley\nVIKRAM PUPPALA\, Associate Director\, Carbon Solutions\, Indexes\, Green & Social Bond\, Sustainalytics\nAdam Wolfensohn\, Co-Managing Partner\, Encourage Capital\nRob Thomas\, Chief of Energy and Environment\, Deputy Energy Coordinator\, City of Newark\nLeonard Jones\, Managing Director – Public Finance\, Public Projects & Infrastructure Finance\, Moody’s Investors Service \nModerators \nJeffrey Bohn\, Ph.D.\, Managing Director at Swiss Re and Head of the Swiss Re Research Institute\nKATE STARR\, CFA\, Chief Investment Officer\, Flat World Partners\nAndrea Dalton\, CFA\, Consultant\, Revelio\nElliot Trexler\, President and CIO\, Global Return Asset Management\, LLC\nMichael Lear\, CAIA\, CFA\, CIMA\, Vice President and Financial Advisor\, Bernstein Private Wealth Management\nAdam Krop\, Sustainable Infrastructure Advisor\, CDP \nConference Co-Chairs\nAndrea Dalton\, CFA\nKenneth H. Lassner\, CFA\nAgnes Terestchenko\, CFA \nSustainable Investing GroupAbout SocietyEvent Overview\nWhat should investors think about when they think about “climate change”?  Rising sea levels\, floods\, drought\, starvation\, infectious disease are only some of the possible outcomes of climate change.  With scientific research pointing towards escalation\, it is imperative\, if not inevitable\, that capital markets better incorporate these risks and identify opportunities.  What data gives us insight into what companies are doing to prepare for and solve these issues? How well are companies disclosing this data?  What kinds of investments could mitigate the consequences of climate change\, and how could we improve investor returns where sustainability is paramount?  Hear from thought leaders who are asset owners\, asset managers\, data providers\, public servants\, impact investors and others who are positioning their portfolios for climate change.  Come and engage in a discussion focused on how best to drive investment decision making for value creation and risk mitigation in this evolving reality. \nSilver SponsorDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information\, CFA Society New York 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 CFA Society New York 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/climate-change-is-a-given-how-to-drive-value-and-manage-risk/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Sustainable Investing
GEO:40.7579565;-73.9846558
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:20171010T180000
DTEND;TZID=America/New_York:20171010T193000
DTSTAMP:20260619T163003
CREATED:20170801T172507Z
LAST-MODIFIED:20170927T131442Z
UID:23041-1507658400-1507663800@cfany.org
SUMMARY:CFA Society New York Book Club®: “The Everything Store: Jeff Bezos and the Age of Amazon” by Brad Stone
DESCRIPTION:“The Everything Store: Jeff Bezos and the Age of Amazon” by Brad StoneExplore the relentless expansion of Amazon into various sectors of the economy\, and how it’s become a disruptive force over the past few decades.\n\nHost: Membership Committee\n Registration Deadline: Tuesday\, Oct. 10th at 3:00 pm \nRegister for EventDate\n Tuesday\, Oct. 10th\n6:00 pm – 7:30 pm \nLocation\n CFA NY Conference Center\n1540 Broadway\nSuite 1010 \nFees\n FREE\nCFA NY Members Only \nCFA Society New York Book Club®The 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.Membership 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. \nDisclaimerCFA Society New York is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information\, CFA Society New York 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 CFA Society New York 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. CFA Society New York 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 CFA Society New York 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 CFA Society New York 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. CFA Society New York 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 CFA Society New York 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-the-everything-store-jeff-bezos-and-the-age-of-amazon-by-brad-stone/
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:20171012T180000
DTEND;TZID=America/New_York:20171012T200000
DTSTAMP:20260619T163003
CREATED:20171009T215020Z
LAST-MODIFIED:20171009T215119Z
UID:26968-1507831200-1507838400@cfany.org
SUMMARY:Stock Talk
DESCRIPTION:Stock TalkThe people who have volunteered will be presenting a brief presentation on a stock of their choice. Audience members can then debate and discuss the merits of the investment and provide feedback to the presenter. \nWho Should Attend \nAnalyst\, PM\, Buy-side and Sell-side \nThursday\, October 12 | 6:00-8:00pm \nFree and Available to Members Only\nRegister to AttendRegistration Deadline: October 12 at 3:00pm\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/stock-talk/
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:20171019T174500
DTEND;TZID=America/New_York:20171019T203000
DTSTAMP:20260619T163003
CREATED:20170908T211833Z
LAST-MODIFIED:20250609T184957Z
UID:24904-1508435100-1508445000@cfany.org
SUMMARY:Blockchain: The Future in Financial Services and Beyond
DESCRIPTION:Blockchain: The Future in Financial Services and BeyondRegister to AttendLiveStream Access Members: Free | Nonmembers: $25 \nRegister for LiveStreamDate Thursday\, Oct. 19\, 2017 5:45 pm – 8:30 pm \nLocation CFA NY Conference Center 1540 Broadway Suite 1010 \nFees To Attend Members Only Cost: $30 \nOverview×Overview About In this conference\, we will bring together leading visionaries\, entrepreneurs\, investors and practitioners in blockchain\, distributed ledger technology and cryptocurrency. The program will begin with a brief overview of blockchain technologies followed by a keynote speaker who will address the current landscape\, including how the technology may impact charterholder careers. Finally\, a panel of of leading entrepreneurs\, investment professionals\, and financial services professionals will discuss an overview of current use cases/projects both inside and outside financial services. Blockchain was introduced to the world in October 2008\, a clever combination of mathematics\, cryptography and economics that underpinned Bitcoin. Over the past 10 years\, the technology has evolved rapidly\, from forks in the original chain\, to development of new chains that enable additional functionality like smart contracts and high-volume processing. Today\, nearly every major global bank\, financial services and technology company is involved in one or more blockchain or distributed ledger proofs of concept. Outside financial services\, entrepreneurs and incumbents are exploring the use of blockchain in media\, voting\, food safety\, energy\, healthcare\, government\, cyber security and many other industries. The technology has also enabled token offerings\, sometimes called “Initial Coin Offerings” or ICOs\, which are competing with venture capital for funding new technology projects (we will cover ICOs in a follow-up program). Features\, Benefits\, Values Attendees will gain understanding of current developments in blockchain/distributed ledger technology – including use cases in financial services and industry – that will shape the investment landscape of the future. Major Points \n\nOverview of blockchain and the current state of the industry\nAreas of the financial industry where blockchain/DLT and cryptocurrency is being explored and which areas are closest to widespread adoption\nAreas outside financial services that represent the most promising use cases/investment opportunities\nHow the technology will impact the skills required for a career in financial services\n\nLearning Objectives \n\nGain an understanding of blockchain and the current state of the industry\nUnderstand areas of the financial industry where blockchain/DLT and cryptocurrency is being explored and which areas are closest to widespread adoption\nUnderstand areas outside financial services that represent the most promising use cases/investment opportunities\nUnderstand how the technology will impact the skills required for a career in financial services\n\nCloseSpeakers×Speakers\nKeynote\nCaitlin Long\, Chairman & President\, Symbiont \nPanelists\nJeff Bandman\, Principal\, Bandman Advisors; Founding Director\, LabCFTC Dan Doney\, CEO\, Securrency Inc. Nikhil Nayab\, Blockchain/Capital Markets\, Accenture Andreas Wallendahl\, Strategic Initiatives & Business Development\, ConsenSys Jonathan Levine\, Solution Architect\, Xerox \nCloseOrganizers×Organizers\nDavid Evans\, CFA Carole Crawford\, CFA Peter Seremetis\, CFA Claire Lecarpentier\, CFA \nCloseFintech Group PageAgenda5:45pm: Registration \n\n6:00pm: Introductions \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360 David A. Evans\, CFA\, Founder\, DEFT Capital Advisors\, LLC \n\n6:05pm: Keynote Address and Q&A \nCaitlin Long\, Chairman & President\, Symbiont \n\n6:50pm: Panel Discussion and Q&A \nJeff Bandman\, Principal\, Bandman Advisors; Founding Director\, LabCFTC Dan Doney\, CEO\, Securrency Inc. Andreas Wallendahl\, Strategic Initiatives & Business Development\, ConsenSys Jonathan Levine\, Solution Architect\, Xerox \nModerator: Nikhil Nayab\, Blockchain/Capital Markets\, Accenture \n\n7:55pm: Closing Remarks \nJonathan Prin\, CFA\, Managing Director and Head of Research\, Greylock Capital \n\n8:00pm: Networking & Refreshments \nAboutWe bring together leading visionaries\, entrepreneurs\, investors\, and practitioners in blockchain\, distributed ledger technology\, and cryptocurrency.  The program starts with a brief overview of blockchain technologies followed by a keynote speaker\, who addresses current landscape\, including how technology may impact charter holders’ careers.  Finally\, a panel of leading entrepreneurs\, investment professionals\, and financial services professionals discusses current cases/projects both inside and outside financial services. \nRead More \nBlockchain was introduced to the world in October 2008\, a clever combination of mathematics\, cryptography and economics that underpinned Bitcoin. Over the past 10 years\, the technology has evolved rapidly\, from forks in the original chain\, to development of new chains that enable additional functionality like smart contracts and high-volume processing. Today\, nearly every major global bank\, financial services and technology company is involved in one or more blockchain or distributed ledger proofs of concept. Outside financial services\, entrepreneurs and incumbents are exploring the use of blockchain in media\, voting\, food safety\, energy\, healthcare\, government\, cyber security and many other industries. The technology has also enabled token offerings\, sometimes called “Initial Coin Offerings” or ICOs\, which are competing with venture capital for funding new technology projects (we will cover ICOs in a follow-up program). \n\nFeatures\, Benefits\, Values Attendees will gain understanding of current developments in blockchain/distributed ledger technology – including use cases in financial services and industry – that will shape the investment landscape of the future.  \nMajor Points\nOverview of blockchain and the current state of the industry\nAreas of the financial industry where blockchain/DLT and cryptocurrency is being explored and which areas are closest to widespread adoption\nAreas outside financial services that represent the most promising use cases/investment opportunities\nHow the technology will impact the skills required for a career in financial services\n\nLearning Objectives\nGain an understanding of blockchain and the current state of the industry\nUnderstand areas of the financial industry where blockchain/DLT and cryptocurrency is being explored and which areas are closest to widespread adoption\nUnderstand areas outside financial services that represent the most promising use cases/investment opportunities\nUnderstand how the technology will impact the skills required for a career in financial services\n\nWho Should Attend Chief Executive Officer; Founder; Partner; Managing Director; Chief Investment Officer; President; Vice President; Associate; Associate  \n DISCLAIMER OF ENDORSEMENT References 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. CFA 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/blockchain-the-future-in-financial-services-and-beyond/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20171023T180000
DTEND;TZID=America/New_York:20171023T200000
DTSTAMP:20260619T163003
CREATED:20171013T153626Z
LAST-MODIFIED:20171024T172823Z
UID:27228-1508781600-1508788800@cfany.org
SUMMARY:CFANY 4th Annual Call for Candidates
DESCRIPTION:CFANY 4th Annual Call for CandidatesCandidate NominationsNominations CommitteeSubmit Online Application FormDownload Application FormBoard of DirectorsSubmit Online Application FormDownload Application FormThis event is an informational session and forum\, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team\, gain understanding about your direct involvement in the mission and vision of CFANY\, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs. \nRead More\nAs the largest local membership society of the CFA Institute and a leading forum for the investment community\, CFA Society New york is committed to promoting the highest professional standards in the investment industry. CFANY has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFANY promulgates and upholds. \nIn addition\, fairly recent corporate governance changes have created a catalytic environment for CFANY members to get involved and lend their own vision to that of the leading-edge developments at CFANY\, and to elevate this organization to be the foremost of its kind for the investment community. \nThis program will provide:\n\nAn introduction the CFANY\, the current leadership team\, the most recent governance changes.\nInformation about the corporate governance structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy.\nInformational session will be followed by a catered networking reception.\n\nRegister to AttendLocation\nCFANY Conference Center\n1540 Broadway (45th St. Entrance) \nRegistration\nFree\nAvailable to Members Only \nAgenda\n6:00-6:10: Update on State of the Society \nDaniel Dagen\, CFA \n6:10-6:20: Importance of Volunteer Engagement \nTom Brigandi \n6:20-6:30: Discuss role of Board and Nominations Committee (NC) \nBoard of Directors \n6:30-6:35: Overview on the process to becoming a Board Member \nDeepika Sharma\, CFA \n6:35-6:40: Overview on the process on moving from volunteer to NC \nEvelyn Yeow\, CFA \n6:40-6:45: Discuss process of NC for selecting CFA NY awards in 2017 \nLeo Schmidt\, CFA \n6:45-7:00 Open Q&A \n7:00-Onward: Informal discussions networking with potential candidates/volunteers \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/cfany-4th-annual-call-for-candidates/
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:20171025T183000
DTEND;TZID=America/New_York:20171025T200000
DTSTAMP:20260619T163004
CREATED:20171013T192327Z
LAST-MODIFIED:20171018T185746Z
UID:27267-1508956200-1508961600@cfany.org
SUMMARY:Author Series: Asset Owner Edition – Multi-Asset Investing: A Practitioner's Framework by Pranay Gupta
DESCRIPTION:Author Series: Asset Owner Edition – Multi-Asset Investing: A Practitioner’s Framework by Pranay GuptaPranay Gupta\, CFA\, has over 25 years of experience in Europe\, UK\, US and Asia in managing all liquid asset class across global markets. His areas of experience and interest include Asset Allocation\, Investment Strategy and Risk Management\, and have advised several sovereign wealth funds on these subjects. \nRead More \nAs the former Head of Multi-Asset Strategies at Fullerton Fund Management (a subsidiary of Temasek Holdings\, the sovereign wealth fund of Singapore)\, Pranay is responsible for strategic and tactical allocation globally. Prior to that he was the Chief Investment Officer at Lombard Odier and  ING Investment Management Asia Pacific\, where he led investment teams across 12 countries to manage over US$85bn of institutional and retail assets. Prior to that\, he held senior positions at Axial Investment Management in London\, APG Investments in the Netherlands\, Societe Generale in Hong Kong and JP Morgan Investment Management in New York. \nHis recent book “Multi-Asset Investing: A Practitioner’s Framework” published by Wiley\, proposes that the fundamental structure of institutional and individuals’ portfolios needs to evolve from single asset class active management\, toward a multi-asset class allocation framework. \nHe holds an MBA in Finance from XLRI India\, Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology\, Delhi and is a CFA Charter holder. He has been a visiting Research Fellow at the Centre of Asset Management Research and Investments at the National University of Singapore\, and is a frequent commentator on CNN International and BBC World. Pranay helps direct the curriculum of the CFA Program\, and has served as a member of the Board of Trustees of the CFA Institute Research Foundation as the Chairman of the Finance and Investment Committee. \n\nLiveStream Only—No Attendance \nMembers: FREE \nNonmembers: $25 \nRegister for LiveStreamOverview\nAlthough a substantial part of the risk and return of any portfolio comes from asset allocation\, the majority of investment professionals worldwide are currently focused on security selection. Join Pranay Gupta\, CFA\, as he questions this basic structure of the investment process and investment industry: \n\nWhy should alpha and beta be separated?\nAre the traditional definitions for risk and risk premium relevant in a multi-asset-class world?\nDo portfolios cater to the “real risks” in their investment processes?\nDoes the emerging market demarcation make sense for investing?\nWhy do active Asian managers perform worse than developed market managers?\nCan investors distinguish how much of a strategy’s performance comes from skill rather than luck?\nDoes having a performance fee for your manager create alignment or misalignment?\nWhy is the asset management transitioning from multi-asset strategies to multi-asset solutions?\n\nAuthorPranay Gupta\, CFA \nFormer Head of Multi-Asset Strategies\, Fullerton Fund Management (subsidiary of Temasek Holdings) \nModeratorRongbiao Fu\, CFA \nOrganizerThomas Brigandi \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/author-series-asset-owner-edition-multi-asset-investing-a-practitioners-framework-by-pranay-gupta/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20171026T180000
DTEND;TZID=America/New_York:20171026T204500
DTSTAMP:20260619T163004
CREATED:20170807T175930Z
LAST-MODIFIED:20180502T164814Z
UID:23402-1509040800-1509050700@cfany.org
SUMMARY:In Uncertain Times\, Are Exchange-Listed Options a Solution for Asset Managers?
DESCRIPTION:OIC & CFANY’s Alternative Investments Group PresentsIn Uncertain Times\, Are Exchange-listed Options a Solution for Asset Managers?Sponsored Event: OIC — The Options Industry CouncilRegister to AttendRegister for LivestreamLivestream is free & available to CFA Society New York Members Only \nInstitutional investors are concerned about market risk and political uncertainties\, while markets are at all-time highs. While many “managers” are well-versed in traditional “buy and hold” or “long only” strategies\, many do not have a solution for the inevitable correction\, “left tail” risk\, or an unexpected political event. These solutions\, along with option-based strategies for up\, down\, and sideways markets\, are to be debated. Depart the evening with insights into how versatile and transparent listed options are\, along with new ideas to help you achieve your investment objectives. \n\nAgenda\n6:00pm: Opening Remarks \n6:10 pm: Keynote (will not be live-streamed) \nMichael McDonough \, Global Director of Economic Research\, Bloomberg Intelligence \n6:45 pm: Panel \nModerator \nDominic Chu\, Markets Reporter\, CNBC \nPanelists \nSean Heron\, CFA\, Director of Risk Management Strategies / Portfolio Manager \nStacey Gilbert\, Head of Derivative Strategy\, Susquehanna Financial Group \nJosh Silva\, Partner\, Portfolio Manager\, Harvest Volatility Management \n7:45 pm: Food\, Drinks & Networking Reception \n\nDate Thursday\, Oct. 26th\, 2017 6:00 pm – 8:45 pm \nLocation CFA NY Conference Center 1540 Broadway Suite 1010 \nFees Members: $15 Nonmembers: $35 \n DISCLAIMER OF ENDORSEMENT References 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. CFA 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/in-uncertain-times-are-exchange-listed-options-a-solution-for-asset-managers/
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:20171101T133000
DTEND;TZID=America/New_York:20171101T160000
DTSTAMP:20260619T163004
CREATED:20170329T031529Z
LAST-MODIFIED:20171127T183839Z
UID:14217-1509543000-1509552000@cfany.org
SUMMARY:2nd Annual Multi Family Office Conference
DESCRIPTION:2nd Annual Multi Family Office ConferenceWednesday\, November 1\n5:30 pm – 8:00 pm \nRegister to AttendAsset Owners: Request Complimentary Admission×AOS Complimentary Admission\n\nCloseLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th St. Entrance)\nNew York\, NY 10036 \nFeesMember $55\nNonmember $150\nNo students permitted \nAgenda\n5:30pm: Registration \n\n6:00pm: Introductory Remarks \n Maria Weitzer\, CFA\, Director\, TAG Associates; Board of Directors\, CFANY \n\n6:05pm: Keynote Speaker \nDAVID BIANCO\, CFA\, Chief Investment Strategist\, Americas\, Deutsche Asset Management \n\n6:30pm: Panel \nDAVID CARTER\, CFA\, President & CIO\, Lenox Wealth Advisors \nCHRISTOPHER B. MOORE\, CFP\, CIO & Managing Partner\, Massey Quick Simon Wealth Management Investment Consulting \nWILLIAM KENNEDY\, CFA\, CIO\, Fieldpoint Private; Board of Directors\, Fieldpoint Private \nModerator \nPAUL PLATKIN\, CFA\, CIO\, Hillview Capital Advisors \n\n7:30pm: Closing Remarks \nJOHN HAUCK\, CIMA\, Managing Director & Advisor Consultant\, Nuveen \n\n7:35pm – 8:00pm: Networking Reception \nOpening Remarks Maria Weitzer\, CFA \nClosing RemarksJohn Hauck\, CIMA\, Managing Director & Advisor Consultant\, Nuveen \nPanelModerator\nPaul Platkin\, CFA\, CIO\, Hillview Capital Advisors \nPanelists\nDavid Bianco\, CFA\, Chief Investment Strategist\, Americas\, Deutsche Asset Management\nWilliam Kennedy\, CFA\, CIO\, Fieldpoint Private; Board of Directors\, Fieldpoint Private\nDavid Carter\, CFA\, President & CIO\, Lenox Wealth Advisors\nChristopher B. Moore\, CFP\, CIO & Managing Partner\, Massey Quick Simon Wealth Management Investment Consulting \nAsset Owner Series SponsorsPartners\nThe 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years\, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families\, with some also handling various financial matters for their clients\, including budgeting\, insurance\, wealth transfer\, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices. \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.‎ \n\n\nCFA Society New York reserves right to decline admission / refund registration costs \n\n\nNo walk-ins or press permitted. \n\nDress Code \nNo jeans allowed\, business attire recommended. \nThis 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. \nSeats are limited to investment professionals only\, so if you would like to attend\, please request an invitation. When requesting an invitation\, you will be prompted to provide your name\, title\, company and email address. \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-multi-family-office-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:20171102T140000
DTEND;TZID=America/New_York:20171102T160000
DTSTAMP:20260619T163004
CREATED:20170329T054557Z
LAST-MODIFIED:20180502T205403Z
UID:14304-1509631200-1509638400@cfany.org
SUMMARY:Third Annual Thinking Beyond the Transition for Veterans
DESCRIPTION:Third Annual Thinking Beyond the Transition for Veterans  Thursday\, Nov. 2\, 2017 6:00 pm – 8:00 pm  \nSpeakers×Keynote and Panel\nSpeakers\nKeynote\nTodd Haskins\, Principal & Head of Business Development\, Stone Point \nPanelists\nPatricia LaBorda\, Team Member\, Chief of Staff for the Chief Compliance Officer\, Barclays International; Founding Member\, Women Veterans on Wall Street (wVOWS) Paul Capon\, CEO\, Wessex Press (A LunaCap Ventures Portfolio Company); Founding Member\, NYC Military Officers Club; Advisory Board of Comply First & the Join Service Academy Network Rodrigo Garcia CTP®\, AIF®\, Chief Investment Officer & Chief Financial Officer\, Illinois State Treasury; Chairman Emeritus\, Student Veterans of America Sunny Li\, Associate of Fixed Income Derivatives\, Citi Group Steve Maire\, Vice President\, Global Head of Investor Relations and Communications at Moody’s Corporation \nCloseLocation CFA Society New York Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036  \nChairs Lance Widner\, CFA Matthew Noll\, CFA\, CQF Anthony Cipriano\, D.M.D  \nVeterans & Military PersonnelRegistration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form\, with proof\, below. All veterans and military personnel are also eligible for the following\, with no restrictions: \nKaplan Schweser CFA Study Notes Package\nRaffle. Must attend to win. \nInvestment Foundations Program Scholarship\nUp to 40 scholarships are available on a first-come-first-serve basis for registrants. \nInterested? To enter\, complete and submit the “COMPLIMENTARY ADMISSION” form by following the button below and marking the appropriate box(es). Both boxes may be selected. \nComplimentary Admission×Complimentary Registration Request  CloseNon-Veterans RegistrationMembers: $25 | Nonmembers: $50 \nRegister to AttendLivestream RegistrationFree to Members | Not Available to Nonmembers \nVeterans & Military Personnel: Complete our COMPLIMENTARY ADMISSION FORM to obtain free livestream access.\nRegister for LivestreamKeynote\nTodd Haskins\, Principal & Head of Business Development\, Stone Point \nPanelists\nPatricia LaBorda\, Team Member\, Chief of Staff for the Chief Compliance Officer\, Barclays International; Founding Member\, Women Veterans on Wall Street (wVOWS) Paul Capon\, CEO\, Wessex Press (A LunaCap Ventures Portfolio Company); Founding Member\, NYC Military Officers Club; Advisory Board of Comply First & the Join Service Academy Network Rodrigo Garcia CTP®\, AIF®\, Chief Investment Officer & Chief Financial Officer\, Illinois State Treasury; Chairman Emeritus\, Student Veterans of America Sunny Li\, Associate of Fixed Income Derivatives\, Citi Group Steve Maire\, Vice President\, Global Head of Investor Relations and Communications at Moody’s Corporation \nModerator\nMelissa Castello\, Senior Director\, Human Resources\, Oppenheimer & Co. Inc. \nOverview\n  \nTransitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. Yet\, reaching the potential benefit for both the firm and the veteran requires a considerably deeper understanding of what is necessary for success than either appreciates. This challenge is significant. In 2014\, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year. Both veterans and employers have to do more to improve success rates for both parties. This event explores these issues in detail. It offers actionable advice to active duty\, currently transitioning\, and seasoned prior-military and non prior-military professionals wanting to tap the potential of the military’s can-do\, high integrity ethos in their organizations. \nBenefits\nThe event brings together experienced Wall Street professionals and transitioning military persons for an exploration of how to keep prior military talent engaged\, while providing organizations with the insights to reap the benefits. \nKey Points\nSuccess\, impact\, wealth – goals that every ambitious veteran craves. And like many young and motivated professionals out of college who are seeking Wall Street careers\, they want results and they want these results fast. A lucky few achieve such\, but for many\, careers are long\, winding roads with ups and downs. For veterans\, understanding and managing one’s emotional self has parallels with going into a battle. Just as every veteran recognizes that ‘hope is not a strategy’\, attendees should come away with a better appreciation that the ups and downs of joining the civilian workforce requires a well thought out strategy. \nWhat You Will Learn\nAttendees will gain better tools for assessing their ambitions\, their passions\, their strengths and weaknesses\, and perhaps most importantly\, their personal peeves that will almost certainly be triggered along their paths. \nAttendees will delve into corporate cultures and gain a deeper appreciation of management styles\, differing vantage points\, and areas where conflict and dissatisfaction may arise. \nAttendees will gain greater appreciation of how to increase probabilities of success and the importance of quality mentors. \nAttendees will gain a better appreciation for the camaraderie and structure that they will quickly realize will be lacking from many civilian work cultures\, and how to thrive in such an environment. \nWho Should Attend\nAll non-military and prior service member professionals are welcome and encouraged to attend. \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-the-date-third-annual-thinking-beyond-the-transition-for-veterans/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Programs for Members,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:20171108T174500
DTEND;TZID=America/New_York:20171108T203000
DTSTAMP:20260619T163004
CREATED:20171018T184350Z
LAST-MODIFIED:20250609T200651Z
UID:27544-1510163100-1510173000@cfany.org
SUMMARY:A.I. and the Data Revolution Series Kickoff
DESCRIPTION:OverviewThis conference brings together innovators\, experts\, and practitioners utilizing artificial intelligence\, alternative data\, data science\, and technology to kickoff a series of events focused on the impact of these advances on the world of finance. Artificial Intelligence and methods of analysis such as machine learning\, the availability of new data sets\, sophisticated computing\, and computerized trading have the potential to revolutionize the financial services industry. Investment managers who adopt these new technologies are likely to have an edge. \nNonetheless\, with innovation there can be potential setbacks; some data will have no value and complex computing techniques won’t always produce better results. Finding the right balance between human and machine is critical. Though explainable AI in on the horizon\, allocators and asset owners may find themselves assessing a blackbox. This event examines the effects of AI-driven methods of analysis\, new data sets and increased computing power on finance. \nAgenda6:05 PM | OPENING REMARKS \n\n6:10 PM | KEYNOTE \n\nJack Kokko\, CEO and Founder of AlphaSense \n\n\n7:00 PM | PANEL \n\nModerator \nMatei Zatreanu\, Founder\, System2 \n\nPanelists \nUlrike Zeilberger\, Executive Consultant\, Watson Center of Competence\, IBM \nAlexey Loganchuk\, Founder\, Upgrade Capital \nEdward Oliver\, Director\, Dataminr \nMutisya Ndunda\, CEO and Founder\, Alpha Vertex \n\n\n7:50 PM | CLOSING REMARKS \n\nJonathan Prin\, CFA\, Managing Director and Head of Research\, Greylock Capital \n\n\nREFRESHMENTS & NETWORKING \nAdditional DetailsLearning Objectives \n\nGain an understanding of current developments AI and other methods of analysis\, new data sets and advanced computing\nUnderstand areas of financial services where these innovations and developments are having an impact now and in the future.\nDiscuss best practices in adopting and incorporating data driven developments into their respective practice.\n\n1.5 CE Credits \n\nSponsored by Kaplan Schweser
URL:https://cfany.org/event/a-i-and-the-data-revolution-series-kickoff/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20171113T183000
DTEND;TZID=America/New_York:20171113T203000
DTSTAMP:20260619T163004
CREATED:20170901T202131Z
LAST-MODIFIED:20180502T173104Z
UID:24561-1510597800-1510605000@cfany.org
SUMMARY:Difficult Conversations 101
DESCRIPTION:Difficult Conversations 101Event OverviewEvent DetailsEvent AgendaEvent Overview\n \nDifficult conversations — whether you’re looking to move to a new role or seeking a revised compensation package — are an inevitable part of navigating your career. How should you prepare for these discussions? How do you find the right words in the moment? How can you structure the exchange so that it goes as smoothly as possible? \nThis event addresses how you should handle these conversations with supervisors both during the annual review process and on an opportunistic basis\, and teaches techniques that can make navigating these conversations less dauntingcan make navigating these topics more effective. \nOrganizers >>\nRegistration Deadline\nMonday\, November 13: Noon \nEvent Details\n \n Date\nMonday\, November 13\, 2017 6:30 pm – 8:30 pm \n\nLocation\nCFA Society New York Conference Center 1540 Broadway\, Suite 1010 New York\, NY \n\nFees\nMembers $15 Nonmembers $45 \nEvent Agenda\nAgenda\n\n6:30: OPENING REMARKS \nAtit Amin\,CFA\, Associate\, Pivot Investment Partners \n\n6:35 – 7:30: PANEL \nModerator Alexandra Dickinson\, CEO\, Ask for it \nPanelists Matt Noll\,CFA\, CQF\, Senior Manager\, Ernst & Young Alexis Dufresne\, Director\, Head of Marketing and Investor Relations Search\, Whitney Partners Robert Hellmann\, President\, Hellmann Career Consulting \n\n7:30: CLOSING REMARKS and Q & A \nDavid Geng\, CFA\, Associate\, Tiedemann Wealth Management \n\n7:35 -8:30  Wine & Cheese\nRegister for Event×Agenda\nAgenda\n\n6:30: OPENING REMARKS \nAtit Amin\,CFA\, Associate\, Pivot Investment Partners \n\n6:35 – 7:30: PANEL \nModerator Alexandra Dickinson\, CEO\, Ask for it \nPanelists Matt Noll\,CFA\, CQF\, Senior Manager\, Ernst & Young Alexis Dufresne\, Director\, Head of Marketing and Investor Relations Search\, Whitney Partners Debra Somers\, Head of Career Development\, Girls who Invest Robert Hellmann\, President\, Hellmann Career Consulting \n\n7:30: CLOSING REMARKS and Q&A \nDavid Geng\, CFA\, Associate at Tiedemann Wealth Management \n\n7:35 -8:30  NETWORKING & RECEPTION\nClose×Organizers\nYoung Leaders Group\nChair: Atit Amin\, CFA Vice Chair: Anna Toshach\, CFA Vice Chair: Michael Sicari\, CFA\nCareer Development\nChair: Evelyn Yeow\, CFA Vice Chair: Thomas Brigandi Vice Chair: Ira Kaplan\, CFA Immediate Past Chair: Paulina Rogawski\nClose×Dates | Fees | Location\nDate\nMonday\, November 13th\, 2017 6:30 pm – 8:30 pm \n\nLocation\nCFA Society New York Conference Center 1540 Broadway\, Suite 1010 New York\, NY \n\nFees\nMembers $15 Nonmembers $45 \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. * Participate: 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. Discounts: Members receive substantial discounts on all paid events and educational opportunities Build 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.  *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place Join Now   CloseDate Monday\, Nov. 13th\, 2017 6:30 pm – 8:30 pm \n   \nLocation CFA Society New York Conference Center 1540 Broadway\, Suite 1010 New York\, NY \n   \nFees Members $15 Nonmembers $45 \nView Event Overview\nDifficult conversations — whether you’re looking to move to a new role or seeking a revised compensation package — are an inevitable part of navigating your career. How should you prepare for these discussions? How do you find the right words in the moment? How can you structure the exchange so that it goes as smoothly as possible? \nThis event addresses how you should handle these conversations with supervisors both during the annual review process and on an opportunistic basis\, and teaches techniques that can make navigating these conversations less daunting \nWho Should Attend Millennials\, Young Leaders\, Career Development\, Leadership Register for Event DISCLAIMER OF ENDORSEMENT References 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. CFA 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  is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information\, CFA Society New York 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 CFA Society New York 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 CFA Society New York 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 CFA Society New York 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. CFA Society New York 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 CFA Society New York presentation may not be suitable for investors depending on their specific investment objectives and financial condition.  
URL:https://cfany.org/event/difficult-conversations-101/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,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:20171115T180000
DTEND;TZID=America/New_York:20171115T210000
DTSTAMP:20260619T163004
CREATED:20170616T164342Z
LAST-MODIFIED:20180502T172444Z
UID:20314-1510768800-1510779600@cfany.org
SUMMARY:2017 Congratulatory Reception
DESCRIPTION:CFA Congratulatory ReceptionA Look Back\nOn Thursday\, December 1\, 2016\, CFA Society New York welcomed more than 200+ new CFA charterholders with a catered reception\, words of congratulations and encouragement from Society leadership. \n CFA Society New York Presents: \n2017 CFA Congratulatory Reception \nNovemeber 15\, 2017\n  6:00 p.m. to 9:00 p.m.\n Members: Complimentary\n  1540 Broadway\, Suite 1010\n  (entrance on 45th Street)\n New York\, NY \nHors d’oeuvres and wine will be served at the reception. \nCFA Society New York congratulates all 2017 charter recipients and welcomes them to the Chartered Financial Analysts’ community! \nKeynote Speaker: Daniel Gamba\, CFA – CFA Institute Board Member\n \nDaniel Gamba\, CFA\, is a managing director and the head of iShares Americas Institutional Business at BlackRock. Gamba is responsible for business strategy\, client service\, and business development for iShares ETFs among institutional investors\, including pension plans\, foundations\, endowments\, asset managers\, insurance companies\, and large registered investment advisers in the United States\, Canada\, Latin America\, and Iberia. He is a member of BlackRock’s Global Operating Committee. Gamba joined Barclays Global Investors (BGI) in 2000\, before its merger with BlackRock in 2009. At BGI\, he was the chief executive officer of the Latin America and Caribbean business. In this role\, he grew business from Latin American clients from nil to over $30 billion and expanded BGI’s footprint into Mexico City; Sao Paulo; Santiago\, Chile; and Bogota\, Colombia\, including local asset management operations. Gamba began his career with BGI as a director of global strategy and was responsible for strategic planning and for merging BGI Japan’s trust and advisory businesses. Previously\, he was a senior consultant for financial institutions at A.T. Kearney. From 1990 to 1995\, Gamba worked in marketing and product management in Latin America. Gamba is a member of the CFA Institute Board of Governors. Previously he was a member of the Executive Advisory Board of the Education Advisory Committee and of the Investment Foundations Advisory Committee for CFA Institute. He has advocated for making the CFA Program the gold standard of professional competence and ethics for global asset managers that are scaling up their operations. Gamba earned a BS degree in industrial engineering from Pontificia Universidad Católica del Perú in 1989 and an MBA in finance and economics from the Kellogg School of Management at Northwestern University in 1997. \n×2016 Gallery\nOn Thursday\, December 1\, 2016\, CFA Society New York welcomed more than 200+ new CFA charterholders with a catered reception\, words of congratulations and encouragement from Society leadership. \n\n		\n		\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n				\n			\n			\n		\n\nClose
URL:https://cfany.org/event/2017-congratulatory-reception/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,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:20171116T123000
DTEND;TZID=America/New_York:20171116T150000
DTSTAMP:20260619T163006
CREATED:20170329T075645Z
LAST-MODIFIED:20191022T183537Z
UID:14344-1510835400-1510844400@cfany.org
SUMMARY:2nd Annual Public Pension Funds Conference
DESCRIPTION:2nd Annual Public Pension Funds Conference Agenda\n5:58: OPENING REMARKS \nTom Brigandi\,  Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n6:00 – 6:10: SPECIAL GUEST KEYNOTE ADDRESS \nHank Kim\, Esq.\, Executive Director\, NCPERS \n6:10 – 7:25: PANEL \nModerator \nDavid E. Ourlicht\, Founding Board Member\, New York City and State Pension Systems (NYPERS); Commissioner\, New York State Insurance Fund \nPanelists \nPaul Matson\, CFA\, CAIA\, Director\, Arizona State Retirement System\nScott Evans\, CFA\, Chief Investment Officer\, New York City Retirement Systems\nSean Crawford\, CAIA\, Chief Investment Officer\, Metropolitan Transportation Authority\nFarouki Majeed\, CFA\, Chief Investment Officer\, School Employees Retirement System of Ohio (SERS) \n7:25: CLOSING REMARKS \nKevin Maxwell\, CFA\, Managing Director\, Nuveen \nAsset OwnersRequest Complimentary AdmissionNon-Asset OwnersRegister to AttendThursday\, November 16 2017\n5:30 pm – 8:00 pm \n  \nLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, November 15 2017 \nFees\n Member $55\nNonmember $150 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \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 CFANY’s code of conduct. \nThe 2nd Annual Public Pension Funds Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis\, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind\, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies. \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. CFANY has full discretion on who qualifies as an asset owner attendee. \nCFA Society New York 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\nCFA Society New York is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information\, CFA Society New York 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 CFA Society New York 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-public-pension-funds-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CE Credits,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:20171204T180000
DTEND;TZID=America/New_York:20171204T210000
DTSTAMP:20260619T163006
CREATED:20170822T181458Z
LAST-MODIFIED:20180502T172735Z
UID:24149-1512410400-1512421200@cfany.org
SUMMARY:2018 Investment Professional Employment Outlook
DESCRIPTION:Investment Employment Outlook and Professional Development Series2018 Investment Professional Employment OutlookRegister to AttendAgendaOverviewAgenda\n5:58: OPENING REMARKS \nChris Cutler\, CFA\, Vice Chairman\, CFA Society New York \n\n6:00: KEYNOTE ADDRESS \nPaul Webster\, Head\, Page Executive North America \n\n6:15: PANEL \nModerator \nDan Butcher\, Editor\, eFinancialCareers \nPanelists \nAlexis DuFresne\, Head of Marketing and Investor Relations Search\, Whitney Partners Jeanne Branthover\, Managing Partner\, DHR International Lauren E. Callaghan\, Executive Search and Leadership Consultant\, Spencer Stuart Kevin S. Gahwyler\, CFA\, Chief Operating Officer\, Twin Capital Management \n\n7:45: CLOSING REMARKS \nThomas Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\n7:50: NETWORKING RECEPTION \n\n9:00: ADJOURNMENT \nOverview\nCFA Society New York’s 2018 Investment Professional Employment Outlook discuses compensation negotiation in a tactful manner and offers insightful tips on how to navigate mid-career changes. Senior investment industry executive recruiters and HR executives from leading search and financial services firms not only provide color on the current hiring trends within the industry\, but also on their expectations for the coming months. \nEvent Overview\nCFA Society New York’s 2018 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 six months. \nDate Monday\, December 4th 6:00 pm – 9:00 pm \nLocation CFA NY Conference Center 1540 Broadway Suite 1010 \nFees Members | $15 Nonmembers | $45 \nEvent Partner   DISCLAIMER OF ENDORSEMENT References 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. CFA 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/2018-investment-professional-employment-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CE Credits,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:20171205T180000
DTEND;TZID=America/New_York:20171205T180000
DTSTAMP:20260619T163006
CREATED:20171024T174313Z
LAST-MODIFIED:20171129T183449Z
UID:27916-1512496800-1512496800@cfany.org
SUMMARY:Meet the Board and Nominations Committee Candidates
DESCRIPTION:Tuesday\, Dec. 5 | 6:00- 8:00 PM\nFollowed by a catered networking reception \nFees\nFree | Members Only \nRegister to AttendCandidate NominationsNominations CommitteeSubmit Online Application FormDownload Application FormBoard of DirectorsSubmit Online Application FormDownload Application FormCFA Society New York’s regular members are invited to join the Board\, Society leadership\, and members of the Nominations Committee as they introduce the 2018 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee\, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees\, as well as interact with CFANY staff and representatives of the current Board. \nCandidates TBA\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/meet-the-board-and-nominations-committee-candidates/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,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
END:VCALENDAR