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DTSTART;TZID=America/New_York:20171004T083000
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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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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:20260619T174707
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20171116T123000
DTEND;TZID=America/New_York:20171116T150000
DTSTAMP:20260619T174709
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:20260619T174709
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:20260619T174709
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20171207T123000
DTEND;TZID=America/New_York:20171207T150000
DTSTAMP:20260619T174709
CREATED:20170329T044131Z
LAST-MODIFIED:20191018T215810Z
UID:14256-1512649800-1512658800@cfany.org
SUMMARY:2nd Annual Endowment and Foundation Chief Investment Officer Roundtable
DESCRIPTION:2nd Annual Endowment and Foundation Chief Investment Officer RoundtableSOLD OUT — NO WALK-IN PERMITTED \nThursday\, December 7\, 2017\n 5:30 pm – 8:00 pm \n×AOS Complimentary Admission\n\nCloseAgenda\n5:58: OPENING REMARKS \nROBERT DISCOLO\, CFA\, CAIA \n6:00 – 6:10: SPECIAL GUEST KEYNOTE ADDRESS \nKen Redd\, National Association of College and University Business Officers (NACUBO) \n6:10 – 6:30: KEYNOTE ADDRESS \nBrian O’Neil\, CFA\, Robert Wood Johnson Foundation \n6:30 – 7:45: PANEL \nModerator \nJeremy Tennenbaum\, CFA\, The Altman Foundation \nPanelists \nMEENA LAKSHMAN\, CFA\, Helmsley Charitable Trust\nANDREW RUSSELL\, Pension Boards – United Church of Christ (PB-UCC)\nWilliam L. Collins\, Chair\, Board of Trustees\, St John’s University \n7:45: CLOSING REMARKS \nBridget McKenna\, CFA\, Nuveen \nRegister to AttendAsset Owners: Request Complimentary AdmissionFees\n Member $55\nNonmember $150 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \nLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, December 6th\, 2017 \nAsset Owner Series SponsorPartnersSpeakers\n Opening Comments \nRobert Discolo\, CFA\, CAIA \nSpeakers \nBrian O’Neil\, CFA\, Robert Wood Johnson Foundation\nKEN REDD\, National Association of College and University Business Officers (NACUBO)\nMeena Lakshman\, CFA\, Helmsley Charitable Trust\nAndrew Russell\, Pension Boards – United Church of Christ (PB-UCC) \nModerator \nJeremy Tennenbaum\, CFA\, The Altman Foundation \nClosing Remarks \nBridget McKenna\, CFA\, Nuveen \nEvent Chairs\n Anthony Thai\, CFA\nThomas Brigandi\nDeepika Sharma\, CFA\nRobert Discolo\, CFA\, CAIA \nNote: 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 Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in best practices in investment strategy\, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. \nAccording to the latest Nacubo-Commonfund study on endowments\, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments\, tail risk hedges\, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference. \nIn addition\, we will navigate how these nonprofit organizations are managing multiple objectives and are becoming increasingly focused on risk\, managing short-term liquidity and due-diligence in manager selection. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors. \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.‎ \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/2nd-annual-endowment-and-foundation-chief-investment-officer-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CE Credits,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:20171212T180000
DTEND;TZID=America/New_York:20171212T193000
DTSTAMP:20260619T174709
CREATED:20171024T185441Z
LAST-MODIFIED:20171106T180724Z
UID:27927-1513101600-1513107000@cfany.org
SUMMARY:CFA Society New York Book Club®: “Why Nations Fail: The Origins of Power\, Prosperity\, and Poverty” by Daron Acemoglu and James A. Robinson
DESCRIPTION:“Why Nations Fail: The Origins of Power\, Prosperity\, and Poverty” by Daron Acemoglu and James A. RobinsonRegister for EventRegistration Deadline: Monday\, December 11th at 3:00 pm \nThis ambitious book explores why some nations succeed and other fail.  It uncovers how inclusive and strong institutions are critical to the economic success of any nation and the foundation of its growth.  As dysfunction becomes a staple of Washington\, it also underscores the importance of having effective and credible public-sector institutions\, something that’s no longer assured in the United States. \nDate\n Tuesday\, Dec. 12\, 2017\n6:00 pm – 7:30 pm \nLocation\n CFA NY 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\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/cfa-society-new-york-book-club-why-nations-fail-the-origins-of-power-prosperity-and-poverty-by-daron-acemoglu-and-james-a-robinson/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CE Credits,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:20180116T080000
DTEND;TZID=America/New_York:20180116T130000
DTSTAMP:20260619T174709
CREATED:20171122T180605Z
LAST-MODIFIED:20180502T172420Z
UID:30312-1516089600-1516107600@cfany.org
SUMMARY:Peak Passive
DESCRIPTION:Peak PassivePeak Passive – Unintended Consequences of Passive Investing & Implications for InvestorsTuesday\, January 16 | 8:00 AM – 1:00 PM \nTO ATTEND Members: $20 | Nonmembers: $55 \nRegister to AttendLIVESTREAM ACCESS FREE | Available to Members Only \nRegister for LivestreamBecome a MemberAgenda\n7:45am – REGISTRATION AND CONTINENTAL BREAKFAST \n\n8:27am – OPENING REMARKS \nMATHIAS STROHFELDT\, CFA\, VP\, Oppenheimer Funds; Vice Chair\, Value Investing Group \n\n8:30am – KEYNOTE “The Hidden Costs of Passive Investing” \nDavid Winters\, CFA\, CEO & PM\, Wintergreen Funds \n\n9:15am – PANEL DISCUSSION \nModerated by David Winters\, CFA\, CEO & PM\, Wintergreen Funds \nJim Rowley\, Head of Active & Passive Portfolio Mgmt.\, Vanguard Martin Small\, Managing Director\, BlackRock; Head of US iShares \n\n10:25 – 10:40am: NETWORKING BREAK \n\n10:40am – THE HIDDEN COST OF INDEXING; S&P INDEX EFFECT  Diane Garnick\, Managing Director\, Chief Income Strategist\, TIAA \nIndex managers are selected based producing the lowest possible tracking error\, however\, when many managers are buying/(selling) securities at the same time\, the impact on a stock’s price can create significant market variations.  Learn more about the disadvantages of indexing (or opportunities for active managers)\, that changes to the composition of the indexes can create. \n\n11:25am – SPEAKER \nMurray Stahl\, Chairman & CEO\, CIO Horizon Kinetics \n\n12:10 – 12:20pm: NETWORKING BREAK \n\n12:20 – SPEAKER “Shooting the Messenger: What’s Behind the Rise of Passive?” \nCraig Lazzara\, CFA\, Managing Director & Global Head of Index Investment Strategy S&P Global \n\n1:00 – 1:05pm: SPONSOR REMARKS \nJames Russel Kelly\, Director\, Gabelli Center for Global Security Analysis & Senior Lecturer in Finance\, Fordham University \n\n1:05pm – CLOSING REMARKS \nMathias Strohfeldt\, CFA\, VP\, Oppenheimer Funds; Vice Chair\, Value Investing Group \nDescription\nPeak Passive – unintended consequences of passive investing and implications for investors\nTremendous growth of passive investing over the last few years has raised some serious concerns about whether the trend is sustainable and what the broader risk to the market is\, as market capitalization dedicated to passive strategies rises inexorably toward the 40% mark\, or ‘Peak Passive’. Therefore\, the Value Investing group at CFA Society New York is hosting an event titled ‘Peak Passive – unintended consequences of passive investing and implications for value investors’\, to explore this topic further. \nRead More \nThe discussion will center on the market impact of the high-water mark of the passive strategies and contrast to previous time periods of the occurrence of the phenomenon (read Nifty 50\, 2000). We would also like to discuss the implications of ‘peak passive’ for bottom up investors\, especially exploring the questions if indexing is prone to herding and thereby could create market inefficiencies. Finally\, we would also like to focus on the true cost of indexing (hidden cost of index funds investing in companies with share options\, causing dilution) and the implications for overall hidden fees associated with such strategies. \nSince this topic has also garnered a lot media attention\, we have brought together a mix of acclaimed industry professionals as speakers from various sides of the debate. The event will be addressed to the members of CFA Society NY\, as well as investment professionals and CFA charter holders in the New York area. \nThis program will: \n\nDiscuss the impact of 30% total US market cap in passive strategies on bottom up stock investors (market efficiency)\nCompare and contrast to previous time periods (Nifty 50\, 2000)\nDiscuss the true cost of indexing (hidden cost of index funds investing in companies with share options causing dilution)\nDiscuss how to design a successful investing strategy to benefit from possible market inefficiencies or how to avoid potential pitfalls created by the large share of passive strategies\n\nLearning Outcome Statements\n\nUnderstand the possible distortions of index/passive investing on markets\, sectors and individual stocks\nUnderstand the growth drivers behind passive investing and how it might change when growth slows or reverses\nLearn about previous market environments where similar trends occurred\nLearn about how different investors have reacted to the increase in passive investing by adapting their investment strategies\n\n\nRegister to AttendRegister for LivestreamVisit the Value Investing Group HomepageDateTuesday\, Jan. 16 \n8:00 am-1:00 pm \nLocationCFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010 \nFeesTo Attend \nMembers: $20 Nonmembers: $55 \nVisit the Value Investing Group HomepageBecome a CFA Society New York MemberEvent Sponsor 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 CFA 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. 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/peak-passive/
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:20180116T174500
DTEND;TZID=America/New_York:20180116T210000
DTSTAMP:20260619T174709
CREATED:20171117T163053Z
LAST-MODIFIED:20250609T200838Z
UID:29612-1516124700-1516136400@cfany.org
SUMMARY:Cryptocurrencies: Money of the Future?
DESCRIPTION:Cryptocurrencies: Money of the Future?Tuesday\, January 16 | 5:45 – 9:00  Followed By A Catered Networking Reception \nView SpeakersView Organizers×Event Organizers\nDAVID A. EVANS\, CFA\, President\, DEFT Capital Advisors\, LLC \nCAROLE K. CRAWFORD\, CFA\, Managing Director\, fincap360 \nPETER SEREMETIS\, CFA\, Managing Director\, Financial Services\, Xerox \nClose×Event Speakers\nNolan Bauerle\, Director of Research\, CoinDesk \nRon Quaranta\, Chairman\, Wall Street Blockchain Alliance \nJeff Bandman\, Founder & Principal\, Bandman Advisors \nThomas Lee\, CFA\, Managing Partner & Head of Research\, Fundstrat Global Advisors\, LLC \nCristina Dolan\, Co-Founder & COO\, iXLedger \nEmmanuel Aidoo\, Director\, Credit Suisse \nJOSHUA ASHLEY KLAYMAN\, Of Counsel\, Morrison & Foerster LLP \nLISA VIONI\, CEO\, Hedge Connection\, Inc. (Moderator) \nCloseATTENDANCE & LIVESTREAM OPTIONS AVAILABLE Registration and Pricing Details \nTo Attend \nMembers: $30 | Nonmembers $70 \nLivestream Access \nFree & Available to Members Only \nRegister to AttendRegister for LivestreamAgenda\n\n\n\n\n5:45 – Registration \n\n6:00 – Opening Remarks and Introduction CAROLE K. CRAWFORD\, CFA\, Founder & Managing Partner\, fincap360; Chair\, CFANY FinTech Leadership Group PETER SEREMETIS\, CFA\, Managing Director\, Financial Services\, Xerox \n\n6:05 – Keynote THOMAS LEE\, CFA\, Managing Partner & Head of Research\, Fundstrat Global Advisors\, LLC \n\n6:50 – Panel Discussion Moderator Lisa Vioni\, CEO\, Hedge Connection\, Inc. Panelists RON QUARANTA\, Chairman\, Wall Street Blockchain Alliance JEFF BANDMAN\, Founder & Principal\, Bandman Advisors Emmanuel Aidoo\, Head of Blockchain & Cryptocurrency Strategy\, Credit Suisse CRISTINA DOLAN\, Co-Founder & COO\, iXLedger Joshua Ashley Klayman\, Of Counsel\, Morrison & Foerster LLP \n\n7:50 – Closing Keynote NOLAN BAUERLE\, Director of Research\, CoinDesk \n\n8:00 – Closing Remarks Daniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n8:05 – Networking Reception \n\n\n\n\nEvent Overview\nCryptocurrency prices saw a rise of over 400% in the first three quarters of 2017\, but are extremely volatile. Some prominent executives have declared Bitcoin and other crypto currencies a fraud\, yet the CFTC has approved a swap execution facility (SEF) and derivatives clearing organization (DCO) for bitcoin swaps and options. Central banks across the globe are exploring issuing their own crypto or digital currencies\, while many are banning initial coin offerings by companies. \nLearning Outcome Statements\n\nGain an understanding of cryptocurrency:\n\nWhat is it? How is it related to blockchain and distributed ledger technology? How is it different from other forms of digital money?\n\n\nLearn about the current state of cryptocurrency development among central banks around the world\nUnderstand the challenges that have prevented broader adoption of cryptocurrencies and what they mean the future\n\n[/fusion_toggle][/fusion_accordion]  \nLocationCFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010 \nFeesTo Attend Members: $30 | Nonmembers $70 \nLivestream Access Free & Available to Members Only \nVisit the Fintech HomepageBecome a Member of CFANYRegister to AttendRegister for LivestreamRegister to AttendTO ATTEND Pricing TBD \nLIVESTREAM REGISTRATION Coming Soon \nAgenda\n5:58 OPENING REMARKS \nTom Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\n6:00 – 6:10 SPECIAL GUEST KEYNOTE ADDRESS \nBjorn Forfang\, Deputy Chief Executive Officer\, CFA Institute \n\n6:10 – 6:30 KEYNOTE ADDRESS TBA \n\n6:30 – 7:45 PANEL \nModerator \nHan Yik\, Head of Institutional Investors\, World Economic Forum \nPanelists \nMarc Goldwein\, Senior Vice President\, Committee for a Responsible Federal Budget Focus: Entitlement Crisis \nBrian Levitt\, Senior Investment Strategist\, OppenheimerFunds Focus: National Debt \nTim Blake\, CFA\, Managing Director & Chairman of Pension Steering Committee\, Moody’s Investors Service Focus: Public Pension \n\n7:45 CLOSING REMARKS \nRoberto Peralta\, CFA\, Director\, Société Générale \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nTO ATTEND Members: $15 | Nonmembers: $30 \nLIVESTREAM REGISTRATION Free to Members & Nonmembers \nRegister to AttendLivestream RegistrationAsset Owners: Request Complimentary AdmissionMedia/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at jball@cfany.org for related inquiries. \nDescription\nThis event will feature thought leaders that represent apolitical organizations such as large buy-side fund managers like OppenheimerFunds\, in addition to objective non-partisan nonprofit organizations such as the Committee for a Responsible Federal Budget and the World Economic Forum\, for a data driven discussion focused on quantifying the credit and market risks associated with the US government’s unfunded public pension and entitlement liabilities\, in addition to national Federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative. Read More The US government’s fiscal year runs from October 1st through September 30th. During FY2017\, according to the Department of Treasury’s financial statements\, the US government took in $2.95 trillion in federal tax deposits. And on top of that\, the government generated additional revenue through fees and investments. In total\, the US government’s FY2017 revenue exceeded $3 trillion\, more than the combined GDPs of the least wealthy 130 countries in the world. But the US government’s budget for fiscal year 2017 cost $4.1 trillion. To make up the shortfall\, the US government added $671 billion to the national debt\, in addition reducing the nation’s cash balance by $194 billion. In total\, the federal government’s cash deficit was $865 billion for FY2017\, which contributed to the national debt recently exceeding $20 trillion. According to former SEC Chairman Chris Cox and former House Ways and Means Committee Chairman Bill Archer in their November 28\, 2012 WSJ article “Why $16 Trillion Only Hints at the True U.S. Debt”\, the actual liabilities of the federal government—including Social Security\, Medicare\, and federal employees’ future retirement benefits—already exceed $86.8 trillion. In addition to federal entitlement liabilities and the national Federal debt\, state and local government pensions also face an under-funding problem. According to the Federal Reserve\, public pension assets reached a record $4.06 trillion as of June 30 2017. That said\, according to a Moody’s Investors Service report published on September 13th 2017\, nationwide public pension adjusted net pension liabilities will exceed $4 trillion in 2017\, which means there is approximately $8 trillion in total adjusted public pension liabilities and slightly over $4 trillion in public pension assets.  \nRegister to AttendAsset Owners: Request Complimentary AdmissionLivestream Registration 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 CFA 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. 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/cryptocurrencies-money-of-the-future/
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:20180118T083000
DTEND;TZID=America/New_York:20180118T180000
DTSTAMP:20260619T174709
CREATED:20170807T174658Z
LAST-MODIFIED:20180502T171720Z
UID:23395-1516264200-1516298400@cfany.org
SUMMARY:Data Science in Finance: The Final Frontier?
DESCRIPTION:SQA and CFANY’s Fintech Leadership Group PresentData Science in Finance: The Final Frontier?AGENDASlide Decks\n\nRob Schapire: “The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions” >>\n\nSlide Decks\n\nBryan Kelly: “Text as Data” >>\nRob Schapire: “The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions” >>\n\nHost: Fintech Leadership Group & SQA \nIn recent years the topics of Data Science\, Artificial Intelligence\, Machine Learning\, and Big Data have become increasingly popular. This growth has been fueled by the collection and availability of new data; increasing processing power and storage\, and the open source movement continue to make tools more widely available. As a result\, we have already witnessed profound changes to how we work\, rest\, and play… And this trend will only continue. How has the world of finance\, and investment managers in particular\, been impacted by this trend? Join us to explore what Data Science means for finance professionals. \n\nYou are welcome to upload an app Guidebook to your phone. Information about this joint SQA-CFANY event has been published: \n http://guidebook.com/g/sqacfany2018 \n\nWho would be interested in this event:\nAnalysts\, Portfolio Managers and other practitioners interested in how machine learning\, artificial intelligence\, and other data science techniques can be used in financial and other sectors. \nLearning outcomes:\n\nGain an understanding of various big data techniques;\nLearn new algorithms for investment analysis;\nReview how data science is applied in various industries.\n\nDate Thursday\, Jan. 18\, 2018 8:30 am – 6:00 pm \nLocation CFA Society New York Conference Center 1540 Broadway Suite 1010 \nFees Member: $525 Nonmember: $695 \nREGISTER TO ATTENDAGENDA\n8:30 – 9:00 AM: Registration\, Breakfast\n\n9:00 – 10:00 AM “When Should we Trust Autonomous Learning Systems with Decisions?”\nVasant Dhar\, SCT Capital Management\, New York University \n\n10:00 – 11:00 AM\n“The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions”\nRobert Schapire\, Microsoft \n\n11:00 – 11:15 AM: Coffee Break\n\n11:15 – 12:15 PM\n“Text as Data”\nBryan Kelly\, University of Chicago \n\n12:15 – 1:15 PM: Lunch\n\n1:15 – 2:15 PM\n“Search Data and Finance”\nPaul Gao\, University of Notre Dame \n\n2:15 – 3:15 PM\n“Media and Its Interaction with Financial Markets”\nRonnie Sadka\, Boston College \n\n3:15 – 3:30 PM: Coffee Break\n\n3:30 – 4:30 PM\n“What Machine Learning Can and Cannot Do”\nClaudia Perlich\, Dstillery \n\n4:30 – 5:30 PM: Cocktails & Networking Reception\n×Agenda\n8:30 – 9:00 AM: Registration\, Breakfast\n\n9:00 – 10:00 AM “When Should we Trust Autonomous Learning Systems with Decisions?”\nVasant Dhar\, SCT Capital Management\, New York University \n\n10:00 – 11:00 AM\n“The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions”\nRobert Schapire\, Microsoft \n\n11:00 – 11:15 AM: Coffee Break\n\n11:15 – 12:15 PM\n“Text as Data”\nBryan Kelly\, University of Chicago \n\n12:15 – 1:15 PM: Lunch\n\n1:15 – 2:15 PM\n“Search Data and Finance”\nPaul Gao\, University of Notre Dame \n\n2:15 – 3:15 PM\n“Media and Its Interaction with Financial Markets”\nRonnie Sadka\, Boston College \n\n3:15 – 3:30 PM: Coffee Break\n\n3:30 – 4:30 PM\n“What Machine Learning Can and Cannot Do”\nClaudia Perlich\, Dstillery \n\n4:30 – 5:30 PM: Cocktails & Networking Reception\nClose 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 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 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/data-science-in-finance-the-final-frontier/
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:20180122T173000
DTEND;TZID=America/New_York:20180122T200000
DTSTAMP:20260619T174709
CREATED:20171221T191748Z
LAST-MODIFIED:20180502T174421Z
UID:31094-1516642200-1516651200@cfany.org
SUMMARY:Current Trends in Compensation and Talent Management for the Asset Management Industry
DESCRIPTION:Current Trends in Compensation and Talent Management for the Asset Management IndustryMonday\, January 22 | 5:30pm – 8:00pm  Followed by a catered networking reception \nATTENDANCE & LIVESTREAM OPTIONS AVAILABLE Registration and Pricing Details \nTo Attend \nMembers: $20 | Nonmembers $55 \nLivestream Access \nFree & Available to Members Only \nRegister to AttendRegister for LivestreamEvent Overview\n\n\n\nThis event explores issues of compensation and talent management from both the firm and employee’s perspective. Managers need to understand how to recruit and retain the best talent\, and employees need to know how to ask for the compensation they deserve. The discussion will be led by subject matter experts in HR\, Employment Law\, Accounting\, Recruiting\, and Executive Coaching. \n\n\n\nKey Topics \nFeatures\, Benefits\, Values\n\n\n\nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nMajor Points\n\n\n\n\nManagers need to know about compensation & talent management trends and new laws taking place that limit what information they can ask\nWhat Individuals need to know to make themselves more attractive to employers and what to expect in terms of compensation.\nHow the “gig” economy is beginning to affect the Investment Industry.\n\nWho Should Attend?\n\n\nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations\n\n\n\n\n\n\n\n\n\nLocationCFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010 \nFeesTo Attend Members: $20 | Nonmembers $55 \nLivestream Access Free & Available to Members Only \nBusiness Management GroupBecome a Member of CFANYAgenda\n5:30: REGISTRATION AND NETWORKING \n\n6:00: INTRO REMARKS \n\n6:10 – 7:30: PANEL DISCUSSION AND Q&A \nModerator \nDori Graff\, CFA\, Director – Financial Services\, Strategy& / PwC \nPanelists \nHolly H. Weiss\, Partner\, Employment & Employee Benefits Group\, Schulte Roth & Zabel \nAllison Heilman\, Director\, Business Partner\, Guggenheim Investments \nGregory Kastner\, CPA\, Senior Tax Manager\, Baker Tilly Virchow Krause\, LLP \nRenee T. Neri\, Partner\, Sector Leader\, North American Asset Management—Heidrick & Struggles \n\n7:30 – 8:30: NETWORKING RECEPTION \nRegister to AttendRegister for Livestream 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 CFA 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. 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/current-trends-in-compensation-and-talent-management-for-the-asset-management-industry/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180124T113000
DTEND;TZID=America/New_York:20180124T133000
DTSTAMP:20260619T174709
CREATED:20171128T225512Z
LAST-MODIFIED:20181115T181941Z
UID:30510-1516793400-1516800600@cfany.org
SUMMARY:American Gas Association Luncheon Presentation
DESCRIPTION:American Gas Association Luncheon Presentation– An American Gas Association Sponsored Event –Wednesday\, January 24 \nRegister to AttendSpeakers\nKimberly J. Harris 2018 Chair\, American Gas Association President and CEO\, Puget Sound Energy \nDave McCurdy President & CEO\, American Gas Association \n\nThe American Gas Association\, founded in 1918\, represents more than 200 local energy companies that deliver clean natural gas throughout the United States.  There are more than 74 million residential\, commercial\, and industrial natural gas customers in the U.S.\, of which 95 percent — more than 70 million customers — receive their gas from AGA members. AGA is an advocate for natural gas utility companies and their customers\, and provides a broad range of programs and services for member natural gas pipelines\, marketers\, gatherers\, international natural gas companies\, and industry associates. Today\, natural gas meets more than one-fourth of the United States’ energy needs. \nThis AGA luncheon and presentation focuses on the outlook for natural gas demand and supply\, as well as regulatory and legislative changes.  Presentation emphasizes potential impact of climate and energy legislation and  addresses various issues regarding investment in this sector: \n\nNatural Gas Supply/Demand\nOther Key Legislative and White House Issues\nInvestment Outlook\nFERC and State Regulatory Issues\n\nDetails and Registration \nFees\nCFANY & AGA Members | $35 Nonmembers | $95 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nEvent & Presentation Sponsored By \nRegister to Attend 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 CFA 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. 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/american-gas-association-luncheon-presentation/
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:20180125T173000
DTEND;TZID=America/New_York:20180125T180000
DTSTAMP:20260619T174709
CREATED:20171213T175243Z
LAST-MODIFIED:20180123T000240Z
UID:30962-1516901400-1516903200@cfany.org
SUMMARY:2018 Annual Meeting
DESCRIPTION:2018 Annual MeetingThursday\, January 25 | 5:30 – 6:00pm \nFree to Attend | Members Only\nRegister to AttendThe annual meeting of members will serve to officially elect candidates to the 2018 Board of Directors and confirm appointees to the Nominations Committee. \nVoting is authorized constitutionally under CFANY bylaws (see Article III\, Section 3.10); eligible CFANY members unable to attend are permitted to vote by proxy (Section 3.9). Members voting by proxy can cast ballots electronically. \nAgenda5:15PM: Overview of CFANY’s FY 2017 Financials & Membership Status \n\n5:30PM: ELECTIONS AND APPOINTMENTS \n1) Election of six Directors at Large to the CFANY Board of Directors (“Directors”)\n2) Election of six appointees to the 2018 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n6:00PM ADJOURN \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. \nNO SHOW \nDetails and Registration \nFees\nMembers | $30\nNonmembers | $70\n< Become A Member > \nLocation\nCFANY Conference Center\n1540 Broadway – Suite 1010\nNew York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group
URL:https://cfany.org/event/2018-annual-meeting/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180125T180000
DTEND;TZID=America/New_York:20180125T203000
DTSTAMP:20260619T174709
CREATED:20171213T185312Z
LAST-MODIFIED:20180502T171100Z
UID:30966-1516903200-1516912200@cfany.org
SUMMARY:2018 Kickoff
DESCRIPTION:2018 KickoffThursday\, January 25 | 6:00 – 8:30pm \nFree| Members Only \nRegister to AttendThe Evening Will Consist Of\nThe evening consists of a Recap of the 2018 Annual Meeting\, the CFA Society New York Volunteer Award Ceremony\, and a 2018 Kickoff Party. \n[fusion_checklist icon=”fa-asterisk fas” iconcolor=”” circle=”” circlecolor=”#008ed6″ size=”15px” divider=”” divider_color=”” hide_on_mobile=”small-visibility\,medium-visibility\,large-visibility” class=”” id=”” /]2017 Volunteer Award Winners×Volunteer Leadership Group Award Descriptions CFA Society New York Ambassador Committee This award recognizes the committee that has promoted CFA Society New York ’s values to members as well as nonmembers\, resulting in increased awareness of CFA Society New York in the financial community. The committee bestowed with this award has built bridges and forged partnerships between various financial institutions and CFA Society New York. Most Outstanding Industry Contribution The committee awarded this distinction has been instrumental in identifying and working to address a new demand across the finance profession. This new demand is in line with the values and mission of CFA Society New York. This award may also be accorded to a committee that has been established recently\, and has exhibited growth in membership as well as in the creation of new programming. Most Improved Committee The committee(s) receiving this award demonstrated improvement in terms of membership\, participation and/or programming over the past year. Close×Individual Award Descriptions Young Investment Professional Award This award recognizes an outstanding early-career professional who actively involves himself/herself in the profession\, the investment communities and in the work of CFA Society New York. The award is presented to a CFA Society New York member/volunteer who has been in the investment field for fewer than 10 years. Note: CFA Society New York membership is required. Volunteer of the Year Award This award honors respected and distinguished CFA Society New York members/volunteers who have demonstrated extraordinary service and continuing devotion to the Society. These individuals have exhibited continued dedication to the achievement of CFA Society New York ’s goals\, especially within the past calendar year. Note: Up to 3 people may receive this award. CFA Society New York membership is required. Benjamin Graham Distinguished Service Award This award honors exceptionally dedicated voluntary service to CFA Society New York marked by out-standing performance. This individual denotes effective leadership and prolonged and committed service\, devotion and enthusiasm. Established in 2011\, this award honors the contributions of Benjamin Graham\, one of CFA Society New York ’s founders and the “father of securities analysis.” The award is presented to a CFA Society New York member/volunteer who has served the Society for at least 10 years in at least one of the following areas: Volunteer Leadership\, Program Development\, or Membership Growth. Note: CFA Society New York membership is required. Close \nIndividual Awards \n \nThrough generations of investment professionals\, CFA Society New York (CFANY) has remained steady as a leading forum for the investment community\, and a hub for objective\, independent thought. Driven by an unparalleled community of volunteer investment professionals\, CFANY holds over 200 events per year\, exploring various topics of vital importance to the investment industry. \nAward Descriptions \n \n– Young Investment Professionals Award – \n \nRongbiao Fu\, CFA \n \n– Volunteer of the Year – \n \nThomas Brigandi  Karina Bubeck\, CFA  Peter Sang\, CFA \n \n– Benjamin Graham Distinguished Service Award – \n \nMartin Fridson\, CFA \n \nGroup Awards \n \nThe majority of CFANY events are organized by member-driven subcommunities of like-minded individuals\, each respectively centered around a set of shared professional interested and a defined\, overarching theme. Thousands of individuals contribute to these groups in the spirit of collaboration. The following groups were identified by our Nominations Committee for their accomplishments this year. \nAward Descriptions \n \n– Most Improved Committee – \n \nVeterans Roundtable \n \n– Most Innovative Committee – \n \nFinTech Leadership Group \n \n– CFA Society New York Ambassador Committee – \n \nAlternative Investments Leadership Group \n \n– Most Outstanding Industry Contribution – \n \nAsset Owner Series™ \nAward History20162015201420132012 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 CFA 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. 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. NO SHOW \nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group
URL:https://cfany.org/event/2018-kick-off-award-ceremony/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180208T173000
DTEND;TZID=America/New_York:20180208T200000
DTSTAMP:20260619T174709
CREATED:20171019T202911Z
LAST-MODIFIED:20180408T180734Z
UID:27612-1518111000-1518120000@cfany.org
SUMMARY:1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity First
DESCRIPTION:Putting Beneficiaries First Series1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity FirstThursday\, February 8 | 5:30 – 8:00\n Followed by a catered networking reception \nAgenda\n5:58 OPENING REMARKS \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n6:00 – 6:10 SPECIAL GUEST KEYNOTE ADDRESS \nBjorn Forfang\, Deputy Chief Executive Officer\, CFA Institute \n\n6:10 – 6:45 KEYNOTE ADDRESS \nHon. Joshua Gotbaum\, Guest Scholar\, Brookings Retirement Security Project; Former Director\, Pension Benefit Guaranty Corporation; Former Assistant Secretary\, US Treasury \n\n6:45 – 8:00 PANEL \nModerator \nHan Yik\, Head of Institutional Investors\, World Economic Forum \nPanelists \nMarc Goldwein\, Senior Vice President\, Committee for a Responsible Federal Budget\nFocus: Entitlement Crisis \nBrian Levitt\, Senior Investment Strategist\, OppenheimerFunds\nFocus: National Debt \nTim Blake\, CFA\, Managing Director & Chairman of Pension Steering Committee\, Moody’s Investors Service\nFocus: Public Pension \n\n8:00 CLOSING REMARKS \nTom Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\n×Asset Owners: Request Complimentary Admission to this Event\n\nCloseTO ATTEND\nMembers: FREE | Nonmembers: $30 \nLIVESTREAM REGISTRATION\nFree to Members & Nonmembers \nRegister to AttendLivestream RegistrationAsset Owners: Request Complimentary AdmissionMedia/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at jball@cfany.org for related inquiries. \nDateThursday\, Feb. 8 \n5:30-8:00\nFollowed by catered networking reception \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend \nMembers: FREE\nNonmembers: $30 \nLivestream registration free to members & nonmembers \nVisit the Asset Owner Series HomepageBecome a CFA Society New York MemberDescription\nThis event will feature thought leaders that represent apolitical financial institutions such as OppenheimerFunds and Moody’s Investors Service\, in addition to objective nonprofit organizations such as the Committee for a Responsible Federal Budget\, CFA Institute\, the Brookings Institution and the World Economic Forum\, for a data driven discussion focused on quantifying the credit and market risks associated with US federal and municipal government unfunded public pension and entitlement liabilities\, in addition to the national federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative. \nThe Congressional Budget Office (CBO) estimates that federal interest outlays will absorb around 15% of fiscal revenue by fiscal year 2026\, up from 8% in fiscal 2017. The CBO also estimates gross federal debt will exceed $30 trillion by fiscal 2027\, the same year which Social Security expenditures are expected to approach$1.7 trillion and Medicare / Medicaid expenses will collectively eclipse $2 trillion\, up from $910 billion and $1.1 trillion in fiscal 2016\, respectively. Interest payments as a percentage of the federal budget\, in addition to the annual cost of the three main entitlement line items of Social Security\, Medicare and Medicaid\, beyond the scope of the CBO’s 10-year projections\, will be a key focus of this discussion\, as will unfunded municipal pension liabilities. \nRegister to AttendAsset Owners: Request Complimentary AdmissionLivestream RegistrationEvent PartnerDISCLAIMER 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/unfunded-entitlement-liabilities-and-national-debt-symposium/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CE Credits,CFA Society NY Event,Putting Beneficiaries First
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:20180215T173000
DTEND;TZID=America/New_York:20180215T200000
DTSTAMP:20260619T174709
CREATED:20171128T165008Z
LAST-MODIFIED:20180502T173035Z
UID:30484-1518715800-1518724800@cfany.org
SUMMARY:What’s New in Financial Reporting in 2017
DESCRIPTION:What’s New in Financial Reporting in 2017Thursday\, February 15 \nRegister to AttendView LivestreamAgenda\n6:00 – 6:05 pm | Opening Remarks \nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group \n\nREVENUE RECOGNITION\n\n6:05 – 6:15 pm | Standard Setter’s Perspective \nJason Bond\, Practicing fellow\, Financial Accounting Standards Board \nHal Schroeder\, Board Member\, Financial Accounting Standards Board \n6:15 – 6:25 pm | Preparer / Practitioner Challenges \nGregory Johnson\, CPA\, Director\, PwC \nRob Moynihan\, CPA\, Partner\, Deloitte \n6:25 – 6:50 pm | Financial Statement Implications \nTodd Castagno\, CFA\, CPA\, Analyst\, Morgan Stanley \nPranav Ghai\, CEO and Co-Founder\, Calcbench \nSandy Peters\, CFA\, CPA\, Leader of the Financial Reporting Policy Group\, CFA Institute \nModerator Santhosh Abraham\, PhD\, CFA\, FHEA\, Vice Chair\, Financial Reporting & Analysis Group \n6:50 – 7:00 pm | Q & A Session \n\nFINANCIAL INSTRUMENTS\, LEASES AND CECL\n\n7:00 -7:10 pm | Standard Setter’s Perspective \nJason Bond\, Practicing fellow\, Financial Accounting Standards Board \nHal Schroeder\, Board Member\, Financial Accounting Standards Board \n7:10 -7:20 pm | Preparer/ Practitioner Challenges \nGregory Johnson\, CPA\, Director\, PwC \nRob Moynihan\, CPA\, Partner\, Deloitte \n7:20 -7:45 pm | Financial Statement Implications \nTodd Castagno\, CFA\, CPA\, Analyst\, Morgan Stanley \nPranav Ghai\, CEO and Co-Founder\, Calcbench \nModerator Jane Soong\, CFA\, CPA\, Corporate Controller\, SCYNEXIS\, Inc \n7:45 -8:00 pm | Q & A and Closing Remarks \nThis program gives you a concise update on key new developments in Financial Reporting for financial statements published in 2018.  Topics include changes in revenue recognition\, derivatives reporting\, developments in lease reporting\, and CECL.  The program includes speakers that capture perspectives from standard-setters\, investment research\, and preparers of financial statements. It is designed as a boot camp to get financial statement users up to speed on the impact of the new standards of financial statements published in early 2018. \nLearning Outcome Statements\n\nDiscuss recent Accounting Standard changes to Revenue Recognition\, Financial Instruments\, Leases and CECL.\nAnalyze the impact of the above changes on financial statements published in 2018\n\nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis GroupLivestream AccessView Livestream 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 CFA 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. 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/whats-new-in-financial-reporting-in-2017/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180222T173000
DTEND;TZID=America/New_York:20180222T200000
DTSTAMP:20260619T174709
CREATED:20171019T215528Z
LAST-MODIFIED:20190925T191301Z
UID:27632-1519320600-1519329600@cfany.org
SUMMARY:3rd Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:Agenda\n5:58 OPENING REMARKS \nDeepika Sharma\, CFA\, Treasurer\, CFA Society NY \n\n6:00 – 6:20 KEYNOTE ADDRESS \nJeffrey Jacobs\, Global Head of FIG Portfolio Management\, BlackRock \n\n6:25 – 7:30 PANEL \nModerator\nJohn Brown\, CFA\, Managing Director – External Investments\, Massachusetts Mutual Life Insurance Company \nPanelists \nBill Cody\, Chief Investment Officer\, Progressive \nJohn Melvin\, Head of Portfolio Management\, Hartford Investment Management Company (HIMCO) \nAndre Keller\, CFA\, CAIA\, FRM\, Chief Investment Officer\, XL Catlin \nMichael J. Pagano\, Head of Insurance Portfolio Management\, Voya Investment Management \n\n7:30-7:50 CLOSING KEYNOTE \nBob Boyda\, Head of Global Asset Allocation\, John Hancock Asset Management \n\n7:55 SPONSOR CLOSING REMARKS \nBridget McKenna\, CFA\, Vice President\, Institutional Advisory Services\, Nuveen \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\n×Asset Owners: Request Complimentary Admission to this Event\n\nCloseDescription\nEven though we’re no longer in a Zero Interest Rate Policy environment\, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums\, targeted spreads and profitability. Add to the mix\, negative to low interest rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. \nRead More \nAccording to The National Association of Insurance Commissioners (NAIC)\, a majority of U.S. insurance industry investments are in bonds with 53.06% or $2.16 trillion in corporate bonds. Research by the Chicago Fed points to increased correlation of insurers’ stock returns to the US treasury yield compared to pre-2007. Consequently\, there is an ongoing shift in asset mix as insurers are reaching out to asset managers with specialties in both traditional and alternative asset classes to maximize total return. \nClearly\, this issue has been on the minds of insurance companies’ Chief Investment Officers and their investment teams. At CFANY’s Third Annual Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2018 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \n\nDateThursday\, Feb. 22 \n5:30-8:00\nFollowed by catered networking reception \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend \nMembers: $55\nNonmembers: $150 \nVisit the Asset Owner Series HomepageBecome a CFA Society New York MemberSeries Founding SponsorSilver SponsorSeries PartnersEvent SponsorNoteKeynotes\, moderators and panelists will always be genuine asset owners. Sponsors may provide brief opening or closing remarks. \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\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No 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.
URL:https://cfany.org/event/3rd-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180301T180000
DTEND;TZID=America/New_York:20180301T200000
DTSTAMP:20260619T174709
CREATED:20180122T165917Z
LAST-MODIFIED:20180502T171917Z
UID:31774-1519927200-1519934400@cfany.org
SUMMARY:Find Your CFANY Niche: Volunteer Leadership Group Meet & Greet
DESCRIPTION:Find Your CFANY Niche: Member + Group Meet & GreetDateThursday\, March 1 6:00 – 8:00 pm \nLocationCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nFeesFREE Members Only \nEvent OverviewVolunteer Leadership GroupsAbout SocietyRegister to AttendBecome a CFANY MemberLeadership Group HomepageVolunteer Groups Volunteer Leadership GroupsWhy JoinVolunteer Leadership Groups CFANY 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. The new group year begins September 1\, but members may join at any time. Members may join any number of groups. \n\n\n\n\nAsset Owner Series™ | About\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 Event OverviewLend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups \nJoin us for this complimentary member event\, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community\, and ways in 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 Information CFA 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. Members may join any number of groups. What Does Volunteer Group Membership Involve? While 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 Groups\n\n\n\n\nAsset Owner Series™ | About\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\nClose×Why Join | Membership Benefits\nWe Raise the Standards of the Investment Industry\nCFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.\nUnparalleled Access to a Network of Industry Leaders\nOur members are Chief Investment Officers\, portfolio managers\, and leading analysts on both the buy-side and the sell-side of the industry\, and over 95% of members are CFA charterholders. They are leading the industry both here and abroad. With over 10\,000 members\, CFA Society New York is the largest CFA society in the world. \nCFA Society New York Leadership Groups\nCFA Society New York’s active community of members has something to offer everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. They meet regularly to discuss the latest industry developments and help shape the conversation in the investment industry. \nExclusive Events\nCFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships\, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. And\, all members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities. \nJOIN OUR COMMUNITY OF THINKERS\, DRIVERS\, AND DOERS.\nBecome a Member *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 applies\, or when other relevant restrictions are in place. Close×Time | Date | Fees\nDate\nTuesday\, March 1\, 2018 6:00 pm – 8:00 pm \n\nLocation\nCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \n\nFees\nFREE Members Only \nClose×Event Overview\nLend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups:  \nJoin us for this complimentary member event\, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community\, and ways in which your involvement can benefit both your professional career\, and the Society as a whole. \n Attendees 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\nClose\n\n\n\nAsset Owner Series™ | About\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\n×Alternative Investments The 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×Asset Owner Series™ The CFA Society New York Asset Owner Series™ is a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFA Society New York has to offer. Since the end of 2015\, the Series has hosted chief investment officers\, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds\, insurance companies\, single family offices\, multi family offices\, endowments\, foundations\, private banks\, national pensions\, corporate pensions\, institutional investment consultants\, public pensions and union pensions that collectively have over $35 trillion in assets under management or advisory. According to OECD and World Pensions Council estimates\, there is approximately $95 trillion in institutional investor (asset owner and asset manager) AUM globally. Over the course of its 2-year inauguration\, CFA Society New York’s Asset Owner Series™ will feature senior investment consultant\, asset manager and asset owner leaders who collectively and directly oversee or advise on roughly $60 trillion\, or approximately two thirds of total institutional assets globally. Post 2017\, the Series will feature 6 annual events\, as opposed to the 11 annual events that took place during the inaugural 2 years. The Series was founded by CFA Institute’s Inaugural Global Outstanding Young Leader and CFA Society New York’s 2016 Benjamin Graham Distinguished Service Award recipient\, 2015 & 2017 Volunteer of the Year and 2013 Young Investment Professional Award recipient\, THOMAS BRIGANDI\, in collaboration with a team of over 300 industry leaders who source speakers from their respective networks on behalf of the Society. The Series is being spearheaded by CFA Society New York volunteer leaders THOMAS BRIGANDI; DEEPIKA SHARMA\, CFA;  JAE YOON\, CFA; ROBERTO PERALTA\, CFA; KEVIN MAXWELL\, CFA; SAMMY SUZUKI\, CFA; ROBERT DISCOLO\, CFA\, CAIA\, CPA and PETER SANG\, CFA. Close×Business Management We 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. Close×Career Development The 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. Close×Fintech The 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 The 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). Close×Global Investing Group The Global Investing group organizes a diverse range of programs to keep members abreast of key trends in global investment markets. Close×Institutional Asset Management The 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. Close×Private Wealth Management The 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. Private 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 The 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 The 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. Close×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! Close×University Outreach The 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. Close×Value Investing Group The Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles in today’s domestic and international markets. Close×Young Leaders Group With 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. Close×Veterans Roundtable The 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. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We 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. Why 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. Our 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. We 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. Close×Investment Strategy Roundtable The 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. Close×Performance & Risk Analytics The 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. Close×Membership Committee The 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. Close 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/find-your-cfany-niche-volunteer-leadership-group-meet-greet/
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:20180308T173000
DTEND;TZID=America/New_York:20180308T200000
DTSTAMP:20260619T174709
CREATED:20180221T201904Z
LAST-MODIFIED:20180502T173312Z
UID:33355-1520530200-1520539200@cfany.org
SUMMARY:Strategic Management of Investment Organizations
DESCRIPTION:Strategic Management of Investment OrganizationsSponsored by CFA Institute and Harvard Business SchoolThursday\, March 8 | 5:30 PM – 8:00 PM \nFree for Members \n×Conference Speakers\nPanelists\nLuis Viceira\, Senior Associate Dean\, Harvard Business School; FINRA\, Board of Directors; Advisory Board Member\, Government Pension Fund of Norway Brian Hellmer\, CFA\, Deputy CIO\, Equities\, State of Wisconsin Kei Yamamoto\, CFA\, Director of Investments\, Casey Family Programs Ross Cuddeback\, CFA\, Head of Risk Americas\, Deutsche Asset Management \nModerator\nGeorge Austin\, CFA\, Past President\, CFANY (formerly NYSSA); Past Chair\, CFA Institute Board of Governors CloseBecome a MemberSpeakersRegister to AttendConference Overview\nHow do CEOs and other senior leaders manage their firms\, implement business strategies and think through key strategic challenges? \nThere are no perfect solutions\, but there are time-tested frameworks. CFA Institute and Harvard Business School’s (HBS) Investment Management Workshop is designed to explore these issues with global peers\, C-level guest speakers\, and leading HBS professors. \nWe are pleased to present a panel moderated by George E. Austin that will bring together Professor Luis M. Viceira (Senior Associate Dean\, HBS Executive Education and faculty co-chair of the Investment Management Workshop\, Governor (Public) of FINRA\, and manager of the Sovereign Wealth Fund of Norway)\, Brian Hellmer\, CFA (Deputy CIO Equities\, State of Wisconsin Investments Board)\, Ross Cuddeback\, CFA (Head of Risk\, Deutsche Asset Management)\, and Kei Yamamoto\, CFA (Director of Investments\, Casey Family foundation)\, who all attended the 49th annual CFA-HBS Investment Management Workshop in June 2017. \nParticipants in decision-making roles will benefit from the panelists’ perspectives on a range of strategic issues including: \n\nWhen will industry consolidation slow down?\nHow will Indexing evolve and where does Smart Beta go from here?\nIs there a perfect Investment Process for institutional asset owners?\nWhat is the role of Alternatives in portfolios?\nAre there asset classes that cannot be replicated as ETF solutions?\n\nCocktail reception will follow the panel to allow for informal conversations with the panelists and fellow guests. This event is sponsored by CFA Institute in partnership with HBS. \n*Mr. Austin is a retired Managing Director of JP Morgan Asset Management and a former member of the Board of Directors of JP Morgan Trust Bank in Tokyo\, Japan. He was a past President of Financial Analysts Federation (1993-94) and a past President of New York Society of Security Analysts (1992-93). Since attending his first Investment Management Workshop in 1973\, Mr. Austin has participated in a total of 33 workshops. \nRegister to AttendLocation CFA Society New York 1540 Broadway – Suite 1010 45th St. Entrance \nFees Members: FREE Nonmembers: $25 < Become a Member > \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/strategic-management-of-investment-organizations/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,Sponsored 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:20180312T180000
DTEND;TZID=America/New_York:20180312T200000
DTSTAMP:20260619T174709
CREATED:20180302T170257Z
LAST-MODIFIED:20180312T140110Z
UID:33846-1520877600-1520884800@cfany.org
SUMMARY:China's Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom\, by Winston Ma
DESCRIPTION:Author Series: Asset Owner EditionChina’s Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom\, by Winston MaMonday\, March 12 | 6:00 – 8:00 PM \nAgenda\n5:58 PM | WELCOMING REMARKS \nTom Brigandi\, Board Member\, CFA Society New York \n\n6:00 PM | CFANY Presentation with Chris Cutler\, Featuring Winston Ma \nWinston Ma\, Managing Director\, China Investment Corporation (CIC) \nModerator\nChris Cutler\, Vice Chairman\, CFANY \n\n7:15 PM | CLOSING REMARKS \nRobert Discolo\, CFA\, CAIA\, Board Member\, CFA Society New York \n\n8:00 PM | ADJOURNMENT \n×Save the Date\nRegistration Details TBA \nCloseTO ATTEND: FREE\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamREGISTRATION & FEESTO ATTEND: $30\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamChina’s Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom\nWinston Ma is the Managing Director of +$800 billion China Investment Corporation. He has a bachelor’s degree in Electronic Materials and a second bachelor’s degree in International Economic Law from Fudan University\, an MBA with honors from the University of Michigan\, and he graduated from NYU’s School of Law in 1998 as a Hauser Global Scholar. He was selected as a 2013 Young Global Leader at the World Economic Forum (WEF)\, and in 2014 he received the Distinguished Alumni Award from New York University. \nHe joined China Investment Corporation (CIC)\, the country’s sovereign-wealth fund\, at its inception in early 2008. As a Managing Director at CIC’s private equity and direct investments area\, he focuses on cross-border investments in long-term\, large-scale concentrated positions. From 2011 to 2015\, he was the managing director for the CIC office in North America. \nWinston Ma has also worked as deputy head of equity capital markets at Barclays in New York and as a vice president in investment banking at JPMorgan. Before that\, he was a practicing attorney at Davis Polk & Wardwell (New York) and Freshfields (China). He is the author of China’s Mobile Economy (Wiley\, 2016) and Investing in China (Risk Books\, 2006). \nDateMonday\, March 12\n6:00 – 8:00 PM \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend\nFree | Members Only \nLivestream\nFree | Members Only \nBecome a CFA Society New York MemberVisit the Asset Owner Series HomepageTO ATTEND: $30\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamREGISTRATION & FEESTO ATTEND: $30\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamSeries SponsorSilver SponsorSeries PartnersNoteModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks\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.‎ \n\n\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No 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. \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/chinas-mobile-economy-opportunities-in-the-largest-and-fastest-information-consumption-boom-by-winston-ma/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author 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
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END:VCALENDAR