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SUMMARY:2nd Annual Institutional Investment Consulting Roundtable
DESCRIPTION:Agenda\n6:00 | WELCOMING REMARKS \nTOM BRIGANDI\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\n6:02 | KEYNOTE \nTim Barron\, Senior Vice President & Chief Investment Officer\, Segal Marco Advisors \n\n6:20 – 7:40 | PANEL \nModerator \nRich Nuzum\, President – Wealth\, Mercer \nPanelists \nJoe McDondald\, FSA\, EA\, CERA\, Senior Partner\, Aon Hewitt \nJeffrey Blazek\, CFA\, Managing Director\, Cambridge Associates LLC \nMarcia Peters\, CFA\, Chief Investment Officer\, Portfolio Evaluations\, Inc. \n\n7:40 – 8:00 | SPECIAL GUEST CLOSING KEYNOTE \nWINSTON MA\, Managing Director\, China Investment Corporation (CIC) \n\n8:00 | SPONSOR CLOSING REMARKS \nTrey Eno\, Vice President\, Global Consultant Relations\, Nuveen \n\nFollowed by a Networking Reception \nTO ATTEND\nMembers: $55 | Nonmembers: $150 \nRegister to AttendAsset Owners: Request Complimentary Admission×Asset Owners: Request Complimentary Admission to this Event\n\nCloseLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, March 14\, 2018 \nFeesMember $55\nNonmember $150 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \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 Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies\, foundations and endowments looking for help with managing their money\, or the money in their employees’ retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research\, consultants provide the “short list” of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market. \nCerulli Associates’ survey of institutional asset managers indicates that consultant-intermediated business accounts for just less than 60% of 2012 asset flows. Further segmentation of the data by firm size shows that consultant-generated business was greater for smaller firms with $10 billion or less in asset under management\, accounting for 75% of these firms’ asset flows. Conversely\, asset management firms with greater than $50 billion in AUM generated a little less than half of their new flows were consultant-intermediated. \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. \nSpeakers\nJoe McDonald\, FSA\, EA\, CERA\, Senior Partner\, Aon Hewitt\nJeffrey Blazek\, CFA\, Managing Director\, Cambridge Associates LLC \nOrganizers\nThomas Brigandi \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.
URL:https://cfany.org/event/2nd-annual-institutional-investment-consulting-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Industry Conference
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DTSTART;VALUE=DATE:20180319
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SUMMARY:22nd Annual Insurance Conference
DESCRIPTION:In partnership with Raymond James\, CFANY presents the22nd Annual Insurance ConferenceTwo-Day Event\nMonday\, March 19 – Tuesday\, March 20 \nRegister to AttendAgenda×Agenda\nMonday\, March 19\n8:00 AM: Check-in & Continental Breakfast\n\n8:25 AM: Welcome & Opening Remarks\n\n8:30 AM: FNHC\n\n9:10 AM: HIIQ\n\n9:50 AM: AFH\n\n10:30 AM: Break – 10 min\n\n10:40 AM: KMPR\n\n11:20 AM: IFC\n\n12:00 PM: Lunch – 45 min\n\n12:15 PM: Ed Mills\n\n12:50 PM: IHC\n\n1:30 PM: HALL\n\n2:10 PM: Break – 10 min\n\n2:20 PM: RLI\n\n3:00 PM: AGII\n\n3:40 PM: CNFR\n\n4:15PM: Closing Remarks & Adjournment\n\nTuesday\, March 20\n8:00 AM: Check-in & Continental Breakfast\n\n8:25 AM: Welcome & Opening Remarks\n\n8:30 AM: FFG\n\n9:10 AM: PRA\n\n9:50 AM: CRD.B\n\n10:25 AM: Break – 10 min\n\n10:40 AM: UIHC\n\n11:20 AM: WEDXF\n\n12:00 PM: Lunch – 30 min\n\n12:30 PM: EMCI\n\n1:10 PM: PIH\n\n1:40 PM: Closing Remarks & Adjournment\nClose×AgendaMonday\, March 19Tuesday\, March 20Monday\, March 19\nMonday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FNHC: Federated National Holding Company\n\n9:10 AM | HIIQ: Health Insurance Innovations\, Inc.\n\n9:50 AM | AFH: Atlas Financial Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | KMPR: Kemper Corporation\n\n11:20 AM | IFC: Intact Financial Corporation\n\n12:00 PM | Lunch – 45 min\n\n12:15 PM | Ed Mills\n\n12:50 PM | IHC: Independence Holding Company\n\n1:30 PM | HALL: Hallmark Financial Services\, Inc.\n\n2:10 PM | Break – 10 min\n\n2:20 PM | RLI: RLI Corp\n\n3:00 PM | AGII: Argo Group International Holdings\, Ltd.\n\n3:40 PM | CNFR: Conifer Holdings\, Inc.\n\n4:15PM | Closing Remarks & Adjournment\n \nTuesday\, March 20\nTuesday\, March 20\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation\n\n9:50 AM | CRD.B: Crawford & Company\n\n10:25 AM | Break – 10 min\n\n10:40 AM | UIHC: United Insurance Holdings Corp.\n\n11:20 AM | WEDXF: The Westaim Corporation\n\n12:00 PM | Lunch – 30 min\n\n12:30 PM | EMCI: EMC Insurance Group\, Inc.\n\n1:10 PM | PIH: 1347 Property Insurance Holdings\, Inc.\n\n1:40 PM | Closing Remarks & Adjournment\nCloseCompanies×Presenting Companies\n\n\n\n\n\n \nAtlas Financial Holdings (AFH)\n\n \nAtlas Financial Holdings (AFH) is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands.\n\n\n\n\n\n \nArgo Group International Holdings\, Ltd. (AGII)\n\n \nArgo Group International Holdings\, Ltd. (AGII)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200.\n\n\n\n\n\n \nConifer Holdings Inc. (CNFR)\n\n \nConifer Holdings Inc. (CNFR) is a Michigan‑domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines (low-value dwelling\, and wind-exposed catastrophe coverage).\n\n\n\n\n\n \nCrawford & Company (CRD.B)\n\n \nCrawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration.\n\n\n\n\n\n \nEMC Insurance Group\, Inc. (EMCI)\n\n \nEMC Insurance Group\, Inc. (EMCI) is an insurance holding company focusing on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses through independent insurance agents. A large portion of its business is marketed and generated in the Midwest. The company is approximately 55% owned by Employers Mutual\, a multiple-line property and casualty mutual insurance company.\n\n\n\n\n\n \nFBL Financial Group\, Inc. (FFG)\n\n \nFBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of over 1\,800 exclusive Farm Bureau agents in 14 Midwestern and Western states.\n\n\n\n\n\n \nFederated National Holding Company (FNHC)\n\n \nFederated National Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company recently announced it is exiting the auto business.\n\n\n\n\n\n \nHallmark Financial Services\, Inc. (HALL)\n\n \nHallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services.\n\n\n\n\n\n \nHealth Insurance Innovations\, Inc. (HIIQ)\n\n \nHealth Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans.\n\n\n\n\n\n \nIndependence Holding Company (IHC)\n\n \nIndependence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include medical stop-loss\, short term medical\, group disability\, life\, and other supplemental products.\n\n\n\n\n\n \nKemper Corporation (KMPR)\n\n \nKemper Corporation (KMPR) is a diversified insurance holding company providing automobile\, homeowners\, life\, health\, and other insurance products to individuals and businesses.\n\n\n\n\n\n \n1347 Property Insurance Holdings\, Inc. (PIH)\n\n \n1347 Property Insurance Holdings\, Inc. (PIH) Spun off in 2014 from Kingsway Financial Services\, Baton Rouge-based PIH provides property and casualty insurance to individuals in Louisiana and Texas. The company plans to enter the Florida market via the assumption of policies from Florida Citizens.\n\n\n\n\n\n \nProAssurance Corporation (PRA)\n\n \nProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional.\n\n\n\n\n\n \nRLI Corporation (RLI)\n\n \nRLI Corporation (RLI) underwrites multiple lines of insurance on an admitted basis\, as well as excess and surplus lines insurance on a non-admitted basis in all 50 states\, the District of Columbia\, Puerto Rico\, the Virgin Islands and Guam.\n\n\n\n\n\n \nUnited Insurance Holding Corporation (UIHC)\n\n \nUnited Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence.\n\n\n\n\n\n \nThe Westaim Corporation (WEDXF)\n\n \nThe Westaim Corporation (WEDXF)\n\n\n\n \n\nCloseOverview×Conference Overview\nThis 22nd annual conference discusses performance of the insurance sector as well as challenges faced by individual insurance companies that come to present in meeting their liabilities\, especially in the face of natural disasters.  Panelists debate whether secular trends rather than cyclical forces dampen the sector’s outlook. \nEquity capital markets finished 2017 on a strong a note. All major indices traded near or at their highs for most of the year and the S&P 500 managed to break its longest streak ever without a 3% intraday drawdown. In addition\, market based measures of volatility remained at historical lows throughout the year\, which further helped push the major averages higher on the positive fundamental backdrop of strong double-digit earnings growth\, prospects of deregulation\, and fiscal stimulus from tax reform. On a sector basis\, financials managed a comeback in early December and outperformed the broader market in 2017 as measured by the performance of the S&P 500 (20.03% vs. 19.42%). The sector underperformed for most of the year until consensus started to build around the success of a major tax overhaul. Indeed\, the new tax legislation spurred financial indices higher. Within the insurance subsector\, insurance brokers were the clear winner for the year outperforming the broader market by 147 bp (20.89% vs. 19.42%). We note this outperformance is driven to some extent by the “safety” component the group enjoys\, which is\, brokers have less downside cyclicality\, are not exposed to catastrophe losses\, and benefit from an improving economic outlook. P&C stocks sold-off substantially in the wake of last year’s above-average hurricane season\, but also made a comeback since; underperforming the S&P 500 by 654 bp in 2017 (vs 949 bp in mid-September). We note however\, most P&C insurers had effective reinsurance programs in place which limited their losses to bearable levels. We believe the subsector is positioned constructively for 2018 as premium rates continue to increase and flow to the bottom line (especially in cat exposed property)\, with profitability being further aided by lower taxes and higher interest rates. The performance of reinsurers reflected the severity of the 2017 hurricane season. Catastrophe loss estimates of $136B have shaped 2017 as one of the worst loss years on record for the global (re)insurance market. The subsector absorbed much of the industry’s catastrophe losses and underperformed by 21 percentage points. Additionally\, these losses come on the backdrop of constrained profitability from years of excess capital liquidity and relative benign catastrophe losses that have pressured reinsurance pricing downward. Historically\, such a combination of factors would have led to a widespread upward spike in pricing\, however\, 2018 January 1 renewals have been generally orderly\, which seems to indicate that secular trends are at play rather than cyclical forces\, which further dampens the subsector’s outlook. The SNL U.S. Insurance index increased 21.29% in 2017\, compared with 20.03% for the S&P 500 Financials and 19.42% for the S&P 500. The top five best performing stocks in the SNL Insurance index in 2017 included: Trupanion\, Inc. (TRUP)\, Centene Corp. (CNC)\, eHealth\, Inc. (EHTH)\, Fidelity National Financial (FNF)\, and NMI Holdings\, Inc. (NMIH). The top five best performing large cap stocks (over $5 billion) in 2017 included: Centene Corp. (CNC)\, Fidelity National Financial (FNF)\, Progressive Corp. (PGR)\, Anthem Inc. (ANTM)\, and First American Financial Corp. (FAF). \nCloseDetails and RegistrationTo Attend\nMembers | FREE Nonmembers | $150 < Become A Member > \nLivestream Access\nMembers | FREE Nonmembers | FREE < Become A Member > \nRegister to AttendAgendaLivestream RegistrationLivestream Schedule×Participating Livestream Companies\nMonday\, March 19\n8:30 AM | FNHC: Federated National Holding Company \nWatch Livestream \n10:40 AM | KMPR: Kemper Corporation \nWatch Livestream \n2:20 PM | RLI: RLI Corp \nWatch Livestream \n3:00 PM | AGII: Argo Group International Holdings\, Ltd. \nWatch Livestream \n\nTuesday\, March 20\n8:30 AM | FFG: FBL Financial Group\, Inc. \nWatch Livestream \n9:10 AM | PRA: ProAssurance Corporation \nWatch Livestream \n9:50 AM | CRD.B: Crawford & Company \nWatch Livestream \nCloseLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nView AgendaMonday\, March 19Tuesday\, March 20Monday\, March 19\nMonday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FNHC: Federated National Holding Company\n\n9:10 AM | HIIQ: Health Insurance Innovations\, Inc.\n\n9:50 AM | AFH: Atlas Financial Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | KMPR: Kemper Corporation\n\n11:20 AM | IFC: Intact Financial Corporation\n\n12:00 PM | Lunch – 45 min\n\n12:15 PM | Ed Mills\n\n12:50 PM | IHC: Independence Holding Company\n\n1:30 PM | HALL: Hallmark Financial Services\, Inc.\n\n2:10 PM | Break – 10 min\n\n2:20 PM | RLI: RLI Corp\n\n3:00 PM | AGII: Argo Group International Holdings\, Ltd.\n\n3:40 PM | CNFR: Conifer Holdings\, Inc.\n\n4:15PM | Closing Remarks & Adjournment\n \nTuesday\, March 20\nTuesday\, March 20\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation\n\n9:50 AM | CRD.B: Crawford & Company\n\n10:25 AM | Break – 10 min\n\n10:40 AM | UIHC: United Insurance Holdings Corp.\n\n11:20 AM | WEDXF: The Westaim Corporation\n\n12:00 PM | Lunch – 30 min\n\n12:30 PM | EMCI: EMC Insurance Group\, Inc.\n\n1:10 PM | PIH: 1347 Property Insurance Holdings\, Inc.\n\n1:40 PM | Closing Remarks & Adjournment\nView Conference Overview\nThis 22nd annual conference discusses performance of the insurance sector as well as challenges faced by individual insurance companies that come to present in meeting their liabilities\, especially in the face of natural disasters.  Panelists debate whether secular trends rather than cyclical forces dampen the sector’s outlook. \nEquity capital markets finished 2017 on a strong a note. All major indices traded near or at their highs for most of the year and the S&P 500 managed to break its longest streak ever without a 3% intraday drawdown. In addition\, market based measures of volatility remained at historical lows throughout the year\, which further helped push the major averages higher on the positive fundamental backdrop of strong double-digit earnings growth\, prospects of deregulation\, and fiscal stimulus from tax reform. \nOn a sector basis\, financials managed a comeback in early December and outperformed the broader market in 2017 as measured by the performance of the S&P 500 (20.03% vs. 19.42%). The sector underperformed for most of the year until consensus started to build around the success of a major tax overhaul. Indeed\, the new tax legislation spurred financial indices higher. Within the insurance subsector\, insurance brokers were the clear winner for the year outperforming the broader market by 147 bp (20.89% vs. 19.42%). We note this outperformance is driven to some extent by the “safety” component the group enjoys\, which is\, brokers have less downside cyclicality\, are not exposed to catastrophe losses\, and benefit from an improving economic outlook. \nP&C stocks sold-off substantially in the wake of last year’s above-average hurricane season\, but also made a comeback since; underperforming the S&P 500 by 654 bp in 2017 (vs 949 bp in mid-September). We note however\, most P&C insurers had effective reinsurance programs in place which limited their losses to bearable levels. We believe the subsector is positioned constructively for 2018 as premium rates continue to increase and flow to the bottom line (especially in cat exposed property)\, with profitability being further aided by lower taxes and higher interest rates. \nThe performance of reinsurers reflected the severity of the 2017 hurricane season. Catastrophe loss estimates of $136B have shaped 2017 as one of the worst loss years on record for the global (re)insurance market. The subsector absorbed much of the industry’s catastrophe losses and underperformed by 21 percentage points. \nAdditionally\, these losses come on the backdrop of constrained profitability from years of excess capital liquidity and relative benign catastrophe losses that have pressured reinsurance pricing downward. Historically\, such a combination of factors would have led to a widespread upward spike in pricing\, however\, 2018 January 1 renewals have been generally orderly\, which seems to indicate that secular trends are at play rather than cyclical forces\, which further dampens the subsector’s outlook. \nThe SNL U.S. Insurance index increased 21.29% in 2017\, compared with 20.03% for the S&P 500 Financials and 19.42% for the S&P 500. The top five best performing stocks in the SNL Insurance index in 2017 included: Trupanion\, Inc. (TRUP)\, Centene Corp. (CNC)\, eHealth\, Inc. (EHTH)\, Fidelity National Financial (FNF)\, and NMI Holdings\, Inc. (NMIH). The top five best performing large cap stocks (over $5 billion) in 2017 included: Centene Corp. (CNC)\, Fidelity National Financial (FNF)\, Progressive Corp. (PGR)\, Anthem Inc. (ANTM)\, and First American Financial Corp. (FAF). \nPresenting CompaniesAtlas Financial Holdings (AFH) Atlas Financial Holdings (AFH) is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands. Monday\, 9:50 AM Argo Group International Holdings\, Ltd. (AGII) Argo Group International Holdings\, Ltd. (AGII)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200. Monday\, 3:00 PM | WATCH LIVESTREAM Conifer Holdings Inc. (CNFR) Conifer Holdings Inc. (CNFR) is a Michigan‑domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines (low-value dwelling\, and wind-exposed catastrophe coverage). Monday\, 3:40 PM Crawford & Company (CRD.B) Crawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. Tuesday\, 9:50 AM | WATCH LIVESTREAM EMC Insurance Group\, Inc. (EMCI) EMC Insurance Group\, Inc. (EMCI) is an insurance holding company focusing on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses through independent insurance agents. A large portion of its business is marketed and generated in the Midwest. The company is approximately 55% owned by Employers Mutual\, a multiple-line property and casualty mutual insurance company. Tuesday\, 12:30 PM FBL Financial Group\, Inc. (FFG) FBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of over 1\,800 exclusive Farm Bureau agents in 14 Midwestern and Western states. Tuesday\, 8:30 AM | Watch Livestream Federated National Holding Company (FNHC) Federated National Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company recently announced it is exiting the auto business. Monday\, 8:30 AM | WATCH LIVESTREAM Hallmark Financial Services\, Inc. (HALL) Hallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services. Monday\, 1:30 PM Health Insurance Innovations\, Inc. (HIIQ) Health Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans. Monday\, 9:10 AM Independence Holding Company (IHC) Independence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include medical stop-loss\, short term medical\, group disability\, life\, and other supplemental products. Monday\, 12:50 PM Kemper Corporation (KMPR) Kemper Corporation (KMPR) is a diversified insurance holding company providing automobile\, homeowners\, life\, health\, and other insurance products to individuals and businesses. Monday\, 10:40 AM | WATCH LIVESTREAM 1347 Property Insurance Holdings\, Inc. (PIH) 1347 Property Insurance Holdings\, Inc. (PIH) Spun off in 2014 from Kingsway Financial Services\, Baton Rouge-based PIH provides property and casualty insurance to individuals in Louisiana and Texas. The company plans to enter the Florida market via the assumption of policies from Florida Citizens. Tuesday\, 1:10 PM ProAssurance Corporation (PRA) ProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional. Tuesday\, 9:10 AM | WATCH LIVESTREAM RLI Corporation (RLI) RLI Corporation (RLI) underwrites multiple lines of insurance on an admitted basis\, as well as excess and surplus lines insurance on a non-admitted basis in all 50 states\, the District of Columbia\, Puerto Rico\, the Virgin Islands and Guam. Monday\, 2:20 PM | WATCH LIVESTREAM United Insurance Holding Corporation (UIHC) United Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence. Tuesday\, 10:40 AM The Westaim Corporation (WEDXF) The Westaim Corporation (WEDXF) Tuesday\, 11:20 AM Register to AttendAtlas Financial Holdings (AFH) Atlas Financial Holdings (AFH) is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands. Argo Group International Holdings\, Ltd. (AGII) Argo Group International Holdings\, Ltd. (AGII)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200. Conifer Holdings Inc. (CNFR) Conifer Holdings Inc. (CNFR) is a Michigan‑domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines (low-value dwelling\, and wind-exposed catastrophe coverage). Crawford & Company (CRD.B) Crawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. EMC Insurance Group\, Inc. (EMCI) EMC Insurance Group\, Inc. (EMCI) is an insurance holding company focusing on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses through independent insurance agents. A large portion of its business is marketed and generated in the Midwest. The company is approximately 55% owned by Employers Mutual\, a multiple-line property and casualty mutual insurance company. FBL Financial Group\, Inc. (FFG) FBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of over 1\,800 exclusive Farm Bureau agents in 14 Midwestern and Western states. Federated National Holding Company (FNHC) Federated National Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company recently announced it is exiting the auto business. Hallmark Financial Services\, Inc. (HALL) Hallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services. Health Insurance Innovations\, Inc. (HIIQ) Health Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans. Infinity Property and Casualty Corporation (IPCC) Infinity Property and Casualty Corporation (IPCC) provides insurance for personal auto with a concentration on nonstandard risks\, commercial vehicles and classic collectors. The company offers personal and commercial auto insurance primarily in four key states: Arizona\, California\, Florida and Texas. Independence Holding Company (IHC) Independence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include medical stop-loss\, short term medical\, group disability\, life\, and other supplemental products. Kemper Corporation (KMPR) Kemper Corporation (KMPR) is a diversified insurance holding company providing automobile\, homeowners\, life\, health\, and other insurance products to individuals and businesses. 1347 Property Insurance Holdings\, Inc. (PIH) 1347 Property Insurance Holdings\, Inc. (PIH) Spun off in 2014 from Kingsway Financial Services\, Baton Rouge-based PIH provides property and casualty insurance to individuals in Louisiana and Texas. The company plans to enter the Florida market via the assumption of policies from Florida Citizens. ProAssurance Corporation (PRA) ProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional. RLI Corporation (RLI) RLI Corporation (RLI) underwrites multiple lines of insurance on an admitted basis\, as well as excess and surplus lines insurance on a non-admitted basis in all 50 states\, the District of Columbia\, Puerto Rico\, the Virgin Islands and Guam. United Insurance Holding Corporation (UIHC) United Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence. Monday\, March 19Tuesday\, March 20Monday\, March 19\nMonday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FNHC: Federated National Holding Company\n\n9:10 AM | HIIQ: Health Insurance Innovations\, Inc.\n\n9:50 AM | AFH: Atlas Financial Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | KMPR: Kemper Corporation\n\n11:20 AM | IFC: Intact Financial Corporation\n\n12:00 PM | Lunch – 45 min\n\n12:15 PM | Ed Mills\n\n12:50 PM | IHC: Independence Holding Company\n\n1:30 PM | HALL: Hallmark Financial Services\, Inc.\n\n2:10 PM | Break – 10 min\n\n2:20 PM | RLI: RLI Corp\n\n3:00 PM | AGII: Argo Group International Holdings\, Ltd.\n\n3:40 PM | CNFR: Conifer Holdings\, Inc.\n\n4:15PM | Closing Remarks & Adjournment\n \nTuesday\, March 20\nTuesday\, March 20\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation\n\n9:50 AM | CRD.B: Crawford & Company\n\n10:25 AM | Break – 10 min\n\n10:40 AM | UIHC: United Insurance Holdings Corp.\n\n11:20 AM | WEDXF: The Westaim Corporation\n\n12:00 PM | Lunch – 30 min\n\n12:30 PM | EMCI: EMC Insurance Group\, Inc.\n\n1:10 PM | PIH: 1347 Property Insurance Holdings\, Inc.\n\n1:40 PM | Closing Remarks & Adjournment\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 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/22nd-annual-insurance-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180412T173000
DTEND;TZID=America/New_York:20180412T200000
DTSTAMP:20260619T203822
CREATED:20171221T170904Z
LAST-MODIFIED:20191018T215528Z
UID:31074-1523554200-1523563200@cfany.org
SUMMARY:3rd Annual Single Family Office Conference
DESCRIPTION:Asset Owners Only: Request Complimentary AdmissionAsset Owners are eligible for complimentary admission. \nNon-Asset OwnersAgenda\n5:30PM: CHECK-IN \n\n5:58PM: WELCOMING REMARKS \nROBERT DISCOLO\, CFA\, CAIA\, CEO & CIO\, River Partners Family Office \n\n6:00PM: KEYNOTE ADDRESS \nLynn Forester de Rothschild\, Founder and Chief Executive\, Coalition for Inclusive Capitalism \n\n6:35PM: PANEL \nModerator\nBinu George\, CFA\, Head of Investment Manager Diligence\, Willett Advisors (Mayor Bloomberg’s Family Office) \nSpeakers\nAnthony E. Meyer\, President\, Ocean Road Advisors\, Inc.\nPeter Pauley\, CFA\, Chief Investment Officer\, Seven Valleys\nCraig Meyers\, Co-Founder\, Turtle Creek Investment Advisors \n\n7:45PM: SPECIAL GUEST SPEAKER \nRichard C. Wilson\, CEO & Founder\, Family Office Club \n\n7:55PM: CLOSING REMARKS \nTOM BRIGANDI\, Board Member\, CFA Society New York\nDaniel Fridson\, Family Member\, Fridson Family Office \n\nFollowed by a catered open-networking reception \n×Asset Owners Only - Request Complimentary Admission\n\nClose×Registration Closed\nWe apologize that we cannot currently accept new registrations for Thursday’s 3rd Annual Single Family Office Conference. We have had well over 600 requests for invitations from senior asset owners\, asset managers and sell-side executive members to attend. We have very limited space given over 150 asset owners (the majority are representatives from single and multi-family offices\, but we also have very healthy representation from national / corporate / public / union pension plan sponsors\, endowments/foundations\, sovereign wealth funds\, central banks\, insurance general accounts and investment consulting firms) have confirmed they will be attending. Our conference room only has 185 chairs and we are squeezing as many standing room only attendees as possible (without violating fire code laws). \nWe will verify with every registrant and in the event of a cancellation we will prioritize CFANY members. For nonmembers\, we apologize\, however the likelihood of receiving an invitation will be very low given we prioritize Society member requests for invitations. \nWe do invite you to register for the  Multilateral Development Bank Conference on April 23 where we will have several high profile senior speakers. \nCloseDescription\nThe 3rd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators\, their methodologies\, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space. \nDateThursday\, April 12 \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 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\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-single-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
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:20180419T173000
DTEND;TZID=America/New_York:20180419T200000
DTSTAMP:20260619T203822
CREATED:20180205T210237Z
LAST-MODIFIED:20180502T165810Z
UID:32561-1524159000-1524168000@cfany.org
SUMMARY:4th Annual Real Estate Outlook Event
DESCRIPTION:4th AnnualReal Estate Outlook EventRegister to AttendMembers: $30 | Nonmembers: $70 \nRegister for LivestreamFREE | Members Only \nAlternative Investments GroupThe PanelMODERATOR\nPeter Madden Real Estate Portfolio Consultant to SECOR Asset management \nPANELISTS\nDr. David Lynn CEO & President\, Everest Healthcare Properties (Medical Office Buildings) \nPhilip Kroskin Senior VP of Real Estate Development\, Sunrise Senior Living (Seniors Housing) \nSami Badri Research Analyst\, Credit Suisse (Date Centers) \nKevin Higgins Real Estate Portfolio Manager\, New Jersey Division of Investment \nCJ Follini Managing Principal\, Ranger Asset Management \nEvent Overview\nThe Alternative Investment Group’s 4th Annual Real Estate Outlook Event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening begins with a broad overview of real estate market trends and continues with a focus on niche and emerging real estate asset classes. \nLearning Outcomes\n\nNew/non-traditional asset classes are becoming the norm in capital markets.\nOperational intensity of each asset class requires specialized expertise\n\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 2.0 CE Credits | CFP: 2.0 CE Credits | CIMA: 2.0 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \nLocation CFANY Conference Center 1540 Broadway (45th St. Entrance) Suite 1010 \nFees Members: $30 | Nonmembers: $70 Free Livestream Access for Members < Become a Member > \nRegister to AttendRegister for LivestreamBecome a Member
URL:https://cfany.org/event/4th-annual-real-estate-outlook-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180420T133000
DTEND;TZID=America/New_York:20180420T160000
DTSTAMP:20260619T203822
CREATED:20180216T202303Z
LAST-MODIFIED:20180502T180444Z
UID:33028-1524231000-1524240000@cfany.org
SUMMARY:Integrating ESG Factors in Equity and Fixed Income
DESCRIPTION:Integrating ESG Factors in Equity and Fixed IncomeFriday\, April 20 | 1:30 PM – 4:00 pm Followed by a Partially Catered Networking Reception \nRegister to AttendRegister for LivestreamSustainable Investing GroupAgenda 1:30 PM | REGISTRATION \n\n2:00 PM | KEYNOTE \nJon Lukomnik\, Executive Director\, IRRC Institute\, Managing Director\, Sinclair Capital\, LLC \n\n3:00 PM | PANEL \nPanelists \nOlivia A. Albrecht\, Senior Vice President\, Strategist\, PIMCO Jennifer M. Rynne\, CFA\, Managing Director and ESG Analyst\, Wellington Management Paul DeNoon\, Senior Vice President\, Portfolio Manager\, AllianceBernstein \nModerator \nAnna Snider\, CAIA\, Managing Director and Head of Due Diligence\, Bank of America \n\n3:45 PM | NETWORKING Overview\nSpeakersThis half-day event will feature a keynote speaker\, followed by a panel of senior investment professionals to discuss the integration of ESG factors in the investment decision process. Four high profile asset managers will share their strategies and processes for incorporating ESG into broad investment approaches versus\, or simultaneously\, having specific-ESG or ESG-themed investment products available. Speakers will address the drivers behind this holistic ESG integration approach\, associated challenges and opportunities\, and the tradeoffs in today’s investment landscape. \nLearning Outcome Statements\nTo educate the audience on the different types of integration of ESG factors in investment products and to understand the pros and cons and able to compare for better informed investment process decisions. very useful to promote sustainable investing and the integration of ESG factors among CFA members and financial analysts and fund managers\, business development\, research resources. \n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFP: 2.5 CE Credits | CIMA: 2.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \n×Speakers\nJennifer Rynne\, CFA\, ESG Research\, Wellington Management Company \nPaul DeNoon\, Senior Vice President\, Partner & Portfolio Manager of Income Strategies\, AllianceBernstein \nOLIVIA A. ALBRECHT\, Senior VP — Newport Beach Office; Leading Strategist\, ESG Product Development\, PIMCO \n\n\n\nAnna K. Snider\, CAIA\, Managing Director and Head of Due Diligence\, Global Wealth & Investment Management (GWIM) Jon Lukomnik\, Executive Director\, IRRC Institute\n\n\n\nCloseLocation CFANY Conference Center 1540 Broadway Suite 1010 (45th St. Entrance) \nFees Members: FREE Nonmembers: $70 \n< Become a Member > \nLivestream Access Members Only | FREE \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/integrating-esg-factors-in-equity-and-fixed-income/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,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:20180423T173000
DTEND;TZID=America/New_York:20180423T200000
DTSTAMP:20260619T203823
CREATED:20170630T184347Z
LAST-MODIFIED:20191018T215431Z
UID:21036-1524504600-1524513600@cfany.org
SUMMARY:1st Multilateral Development Bank Conference
DESCRIPTION:Register to AttendAsset Owners: Request CompSupranational & Central Bank BundleEvent AgendaEvent OverviewEvent DetailsEvent Agenda\n5:58 PM | WELCOMING REMARKS\nCelebrating Thomas Brigandi’s 65th CFANY Event and 12\,000th Attendee \nThomas Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \nRoberto Peralta\, CFA\, Head of Institutional Client Relations\, Societe Generale \n\n6:00 – 6:30 PM | OPENING KEYNOTE ADDRESS \nBertrand de Mazières\, Director General – Finance\, European Investment Bank \n\n6:30 PM | PANEL \nModerator \nSøren Elbech\, 1st Treasurer\, Asian Infrastructure Investment Bank (AIIB) \nSpeakers \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, Member of World Bank Group) \nHassatou N’Sele\, Treasurer\, African Development Bank\, (AfDB) \nLaura Fan\, Head of Funding\, Inter-American Development Bank (IADB) \n\n7:45 PM | CLOSING KEYNOTE ADDRESS \nBjörn Gillsäter\, Manager and Special Representative to the United Nations\, World Bank Group \n\n8:00 PM | CLOSING REMARKS \nDANIEL FRIDSON\, Family Member\, Fridson Family Office \nEvent Overview\n \nCFA Society New York’s Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution\, created by a group of countries\, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates\, very-long-term loans below market rates\, and through grants. MDBs have a strong record of cooperation on infrastructure\, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design\, as well as practitioners engaged in the business of structuring\, financing and implementing projects. \nEvent Details\n\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 CFA Society New York’s code of conduct. \n Date\nMonday\, April 23rd\, 2018\n5:30 pm – 8:00 pm \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nMembers: $55\nNonmembers: $150 \n×Agenda\n5:58 PM | WELCOMING REMARKS\nCelebrating Thomas Brigandi’s 65th CFANY Event and 12\,000th Attendee \nThomas Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \nRoberto Peralta\, CFA\, Head of Institutional Client Relations\, Societe Generale \n\n6:00 – 6:30 PM | OPENING KEYNOTE ADDRESS \nBertrand de Mazières\, Director General – Finance\, European Investment Bank \n\n6:30 PM | PANEL \nModerator \nSøren Elbech\, 1st Treasurer\, Asian Infrastructure Investment Bank (AIIB) \nSpeakers \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, Member of World Bank Group) \nHassatou N’Sele\, Treasurer\, African Development Bank\, (AfDB) \nLaura Fan\, Head of Funding\, Inter-American Development Bank (IADB) \n\n7:45 PM | CLOSING KEYNOTE ADDRESS \nBjörn Gillsäter\, Manager and Special Representative to the United Nations\, World Bank Group \n\n8:00 PM | CLOSING REMARKS \nDANIEL FRIDSON\, Family Member\, Fridson Family Office \nClose×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin NowCloseRegister to AttendAsset Owners: Request Complimentary Admission×Asset Owners: Request Complimentary Admission to this Event\n\nCloseDate\n Monday\, April 23rd\, 2018\n5:30 pm – 8:00 pm \nLocation\n CFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \nFees\n Members: $55\nNonmembers: $150 \nView Event OverviewCFA Society New York’s Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution\, created by a group of countries\, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates\, very-long-term loans below market rates\, and through grants. MDBs have a strong record of cooperation on infrastructure\, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design\, as well as practitioners engaged in the business of structuring\, financing and implementing projects.Who 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.‎ \nEvent AgendaAsset Owner SeriesAbout SocietyRegister to AttendEvent Overview\nCFA Society New York’s Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution\, created by a group of countries\, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates\, very-long-term loans below market rates\, and through grants. MDBs have a strong record of cooperation on infrastructure\, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design\, as well as practitioners engaged in the business of structuring\, financing and implementing projects. \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.‎ \nSeries Founding Sponsor\n \nSilver Sponsor\n \nEvent Partner\nModerators 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
URL:https://cfany.org/event/multilateral-development-bank-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180424T090000
DTEND;TZID=America/New_York:20180424T170000
DTSTAMP:20260619T203823
CREATED:20170710T220001Z
LAST-MODIFIED:20190925T191701Z
UID:21194-1524560400-1524589200@cfany.org
SUMMARY:1st Central Bank and Reserve Funds Summit
DESCRIPTION:Register to AttendAsset Owners: Request Comp×Asset Owners: Request Complimentary Admission  CloseSupranational & Central Bank BundleAgenda\n8:30am | REGISTRATION & CONTINENTAL BREAKFAST\n\n9:25am | WELCOME ADDRESS\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n9:30am | KEYNOTE ADDRESS\nRobert Cox\, Vice President\, Financial Markets Group\, Federal Reserve Bank of Chicago \n\n10:00am | PANEL I\nSustained Low Interest Environment\, What Are the Challenges? Multi-Currency World: Issuing\, Investing and Asset Liability Management\nModerator \n Suzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \nPanel \nFrancois Haas\, Chief Representative\, Banque de France \nCarlos Perrone\, Treasurer\, United Nations \n\n11:00am | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n11:15am | PANEL II\nExpanding Credit Spectrum For Reserve Management\nModerator \nYves Jacob\, Global Head of Coverage for Public Sector Entities\, Société Generale \nPanel \nHector Resendiz\, CFA\, Deputy Manager\, Investment Risks Subdivision\, Banco de Mexico \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, member of World Bank Group) \n\n12:30pm | LUNCH\n\n1:00pm | LUNCHEON KEYNOTE PRESENTATION \nJung Lee\, Director\, Reserve Management Division\, Bank of Korea \n\n1:30pm | PANEL III\nReserve Management in a Low-Yield Environment with Declining Liquidity\nModerator \nJukka Pihlman\, Managing Director and Global Head Central Banks & Sovereign Funds at Standard Chartered Bank \nPanel \nCarl Schwartz\, Chief\, Reserve Bank of Australia New York Office \nGiovanni Majnoni D’Intignano\, Americas Chief Representative\, Italian Central Bank \n\n2:30pm | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n2:45pm | PANEL IV\nInvestment Process: Thinking Strategically\, Appropriate Discounting; Scenario Planning; Asset Allocation: Proposed New Rules; Global Structural Shifts Ahead?\nModerator \nBoris Borozan\, Managing Partner\, Global Sovereign Advisors \nPanel \nAdam Banai\, Financial System Analysis Directorate Director\, Central Bank of Hungary \nJohannes Kraemer\, CFA\, Visiting Researcher\, New York University; on sabbatical Investment Strategy Economist\, European Central Bank (ECB) \n\n3:45pm | CLOSING REMARKS\nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nDate Tuesday\, April 24th\, 2018 9:00 am – 5:00 pm \nLocation CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nFees Members $55 Nonmembers $150 \nEvent OverviewEvent DetailsEvent AgendaEvent Overview A central bank\, reserve bank\, or monetary authority is an institution that manages a nation’s currency\, money supply\, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis\, central banks’ balance sheets have grown significantly\, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together\, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However\, all central banks have an important role in macroeconomic management and global financial stability. Event Details\nDate\nTuesday\, April 24\, 2018   9:00 am – 5:00 pm \n\nLocation\nCFA NY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \n\nFees\nMembers | $55 Nonmembers | $150 \nEvent Agenda\n8:30am | REGISTRATION & CONTINENTAL BREAKFAST\n\n9:25am | WELCOME ADDRESS\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n9:30am | KEYNOTE ADDRESS\nRobert Cox\, Vice President\, Financial Markets Group\, Federal Reserve Bank of Chicago \n\n10:00am | PANEL I\nSustained Low Interest Environment\, What Are the Challenges? Multi-Currency World: Issuing\, Investing and Asset Liability Management\nModerator \n Suzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \nPanel \nFrancois Haas\, Chief Representative\, Banque de France \nCarlos Perrone\, Treasurer\, United Nations \n\n11:00am | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n11:15am | PANEL II\nExpanding Credit Spectrum For Reserve Management\nModerator \nYves Jacob\, Global Head of Coverage for Public Sector Entities\, Société Generale \nPanel \nHector Resendiz\, CFA\, Deputy Manager\, Investment Risks Subdivision\, Banco de Mexico \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, member of World Bank Group) \n\n12:30pm | LUNCH\n\n1:00pm | LUNCHEON KEYNOTE PRESENTATION \nJung Lee\, Director\, Reserve Management Division\, Bank of Korea \n\n1:30pm | PANEL III\nReserve Management in a Low-Yield Environment with Declining Liquidity\nModerator \nJukka Pihlman\, Managing Director and Global Head Central Banks & Sovereign Funds at Standard Chartered Bank \nPanel \nCarl Schwartz\, Chief\, Reserve Bank of Australia New York Office \nGiovanni Majnoni D’Intignano\, Americas Chief Representative\, Italian Central Bank \n\n2:30pm | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n2:45pm | PANEL IV\nInvestment Process: Thinking Strategically\, Appropriate Discounting; Scenario Planning; Asset Allocation: Proposed New Rules; Global Structural Shifts Ahead?\nModerator \nBoris Borozan\, Managing Partner\, Global Sovereign Advisors \nPanel \nAdam Banai\, Financial System Analysis Directorate Director\, Central Bank of Hungary \nJohannes Kraemer\, CFA\, Visiting Researcher\, New York University; on sabbatical Investment Strategy Economist\, European Central Bank (ECB) \n\n3:45pm | CLOSING REMARKS\nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nMajor Points\nChallenges for reserve management as market structures and political landscapes shift\nImpact of divergent monetary policies on the global financial markets\n\nWho Should AttendAsset owners\, central bankers\, 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* *In general\, asset owners must be employed by a central bank\, 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.‎ \nSeries Founding SponsorSilver SponsorAsset Owner Series PartnerModerators 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\nOverview\nA central bank\, reserve bank\, or monetary authority is an institution that manages a nation’s currency\, money supply\, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis\, central banks’ balance sheets have grown significantly\, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together\, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However\, all central banks have an important role in macroeconomic management and global financial stability.  \n×Event Overview\nEvent Overview\nA central bank\, reserve bank\, or monetary authority is an institution that manages a nation’s currency\, money supply\, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis\, central banks’ balance sheets have grown significantly\, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together\, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However\, all central banks have an important role in macroeconomic management and global financial stability. \nMajor Points\n\nChallenges for reserve management as market structures and political landscapes shift\nImpact of divergent monetary policies on the global financial markets\n\nWho Should Attend\nAsset owners\, central bankers\, 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* *In general\, asset owners must be employed by a central bank\, 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.‎ Close×Dates | Fees | Location\nDate\nTuesday\, April 24th\, 2018 9:00 am – 5:00 pm \n\nLocation\nCFA NY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \n\nFees\nMembers | $55 Nonmembers | $150 \nRequest Invitation Close×Agenda\nAgenda TBA\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 CloseEvent OverviewEvent AgendaAbout Society
URL:https://cfany.org/event/central-bank-and-reserve-funds-summit/
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:20180426T173000
DTEND;TZID=America/New_York:20180426T200000
DTSTAMP:20260619T203823
CREATED:20180313T204806Z
LAST-MODIFIED:20180502T173520Z
UID:34257-1524763800-1524772800@cfany.org
SUMMARY:MIFID II: How It Will Impact Your Business
DESCRIPTION:MIFID II: How It Will Impact Your BusinessThursday\, April 26 | 5:30 – 8:00 PM Followed by a Catered Networking Reception \nBecome a MemberBusiness Management Investing GroupSpeakers×Speakers\nSteve Glass\, CEO\, Zeno Consulting \nMitch Pineault\, CEO of Garnet Funds Group. Has Regulatory Technical (RegTech) \n\n\n\nWallace Mathai-Davis\, Ph.D.\, Co-Founder\, Chairman & Managing Member\, Quantamize \nMary Bobbitt\, JD\, LLM\, Director\, Society Advocacy Engagement\, CFA Institute \n\n\n\nCloseREGISTRATION & FEESTO ATTEND\nMembers: $20 Nonmembers: $55 \nRegister to AttendLIVESTREAM\nFree Members Only \nRegister for LivestreamAgenda\n5:30 | REGISTRATION AND NETWORKING \n\n6:05 | INTRO REMARKS\n Mary Bobbitt\, JD\, LLM\, Director\, Society Advocacy Engagement\, CFA Institute\n  \n\n6:10 – 7:30 | PANEL DISCUSSION AND Q&A \nModerator \nMelissa Umans\, Director\, Commcise Software \nPanelists \nWallace Mathai-Davis\, Ph.D\, Chairman & Managing Partner\, Quantalytics Research \nEvan Fire\, COO & CIO\, Pzena Asset Management \nSteve Glass\, CEO\, Zeno Consulting \nMitch Pineault\, CEO\, Garnet Funds Group \n\n7:30 – 8:30 | CATERED NETWORKING RECEPTION \nOverview\nOur panel of experts explores a new regulation known as “Markets in Financial Instruments Directive” (MiFID II) – a policy directive with far-reaching consequences for all financial services firms. The central theme of this regulation is increased transparency and safeguards for investors. It has direct implications for areas such as treatment of soft dollars\, research and data access\, break evens for small and emerging managers\, and beyond. Currently only a European regulation\, this is highly likely to at least impact firms operating in the US. Yet\, the implications are still poorly understood by the investing world. We explore the positives and the negatives to this legislation and its effect on investment firms. \nLearning Outcome Statements\n\nWhat are the increased hard costs and why?\nWho will be affected by the need to lower fees?\nHow burdensome are the new requirements going to be to banks and traders?\nWhat will the unintended consequences be and who will feel them most?\n\nRegistration\nTo Attend\nMembers: $20 | Nonmembers $55 \nRegister to Attend\nLivestream Access\nFREE | Members Only \nRegister for LivestreamLocation\nCFA Society New York 1540 Broadway – Suite 1010 45th St. Entrance \n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFP: 1.5 CE Credits | CIMA: 1.5 CE Credits As part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \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/mifid-ii-how-it-will-impact-your-business/
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:20180503T173000
DTEND;TZID=America/New_York:20180503T200000
DTSTAMP:20260619T203823
CREATED:20180327T172645Z
LAST-MODIFIED:20180502T180222Z
UID:34793-1525368600-1525377600@cfany.org
SUMMARY:2nd Annual Green Bonds Event
DESCRIPTION:2nd Annual Green Bonds EventThursday\, May 3 | 5:30 – 8:00 PM Followed by a Catered Networking Reception \nBecome a MemberSustainable Investing GroupREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only \nLivestream RegistrationSustainable Investing GroupAgenda\n5:30 – 6:00 | REGISTRATION \n\n6:00 – 6:15 | INTRODUCTION AND INTRODUCTORY REMARKS \n\n6:15 – 7:10 | PANEL \nGREEN / SUSTAINABLE BOND PRACTICES AND ISSUES IN THE US\nModerator \nHeike Reichelt\, Head of Investor Relations and New Products\, World Bank Treasury \nPanelists \nAmy Hauter\, Associate Portfolio Manager & ESG Research Analyst—Fixed Income\, Brown Advisory; Co-Manager\, Brown Advisory’s Sustainable Bond Fund \nGuy Van Syckle\, CFA\, Manager\, Hannon Armstrong \nHervé P. Duteil\, Managing Director\, Chief Sustainability Officer – Americas\, BNP Paribas \nSarah Wilson\, Director\, Responsible Investing\, Nuveen\, a TIAA company \nShellka Arora-Cox\, Senior Associate\, Norton Rose Fulbright \n\n7:10 – 7:30 | Q&A \n\n7:30 – 8:00 | NETWORKING RECEPTION \nOverview\nSpeakers  Since the introduction of the Green Bond Principles by the ICMA in January 2014\, negotiation at the end of 2015\, and subsequent adoption of the Paris Climate Agreement by 196 signatories\, issuance of labelled green bonds has increased substantially. Cumulatively\, about $350 billion in green bonds have been issued since the first was launched in 2007. Last year $155.4 billion in green bonds came to market\, an increase of 66% versus 2016 and a four-fold increase since 2014. Issuers from across the globe include supranational institutions\, corporations\, banks and other financial entities\, and sovereign and sub-sovereign issuers\, including municipalities. \nOne theory to explain the limited issuance by corporations in the US was recently cited in an article that appeared in the Financial Times (2/20/2018). This article noted that corporations “seeking to raise green-labelled finance are avoiding the US market over fears that supposedly environmentally-friendly debt will not meet the country’s strict legal standards\, which aim to protect investors from mis-selling.” Given the nature of disclosures in offering documents this seems doubtful\, but worth exploring any challenges and risks in this sphere. \nAnother challenging issue is related to the valuation of green bonds\, both at the time of issue and in secondary market trading. \nLearning Outcomes \n\nUnderstand recent trends and developments affecting the green bond market\nRecognize the benefits and risks of green bonds\nDiscover pricing and valuation drivers and trends\nDevelop familiarity with reporting and disclosure practices\n\n×Speakers\nAmy Hauter\, Associate Portfolio Manager & ESG Research Analyst—Fixed Income\, Brown Advisory; Co-Manager\, Brown Advisory’s Sustainable Bond Fund \nGuy Van Syckle\, CFA\, Manager\, Hannon Armstrong \nHervé P. Duteil\, Managing Director\, Chief Sustainability Officer – Americas\, BNP Paribas \nSarah Wilson\, Director\, Responsible Investing\, Nuveen\, a TIAA company \nShellka Arora-Cox\, Senior Associate\, Norton Rose Fulbright \nHeike Reichelt\, Head of Investor Relations and New Products\, World Bank Treasury \nCloseEvent 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 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/2nd-annual-green-bonds-event/
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:20180515T180000
DTEND;TZID=America/New_York:20180515T200000
DTSTAMP:20260619T203823
CREATED:20180205T212907Z
LAST-MODIFIED:20180502T173738Z
UID:32576-1526407200-1526414400@cfany.org
SUMMARY:25th Anniversary of Financial Shenanigans with Howard Schilit
DESCRIPTION:Author Series: Financial Reporting & Analysis Edition25th Anniversary of Financial Shenanigans with Howard SchilitRegister to AttendRegister for LivestreamFinancial Reporting & Analysis GroupOverview\nThe author of the bestselling classic\, Financial Shenanigans\, Howard Schilit\, is at CFA Society New York to discuss his brand-new\, 25th Anniversary Edition of Financial Shenanigans. Schilit has been called the “Sherlock Holmes of Accounting” because of his ability to find and identify corporate frauds. In his review of this new edition\, he walks us through frauds and provides investors with the tools they need to detect: \n\nCorporate cultures that incentivize dishonest practices\nThe latest tricks companies use to exaggerate revenue and earnings\nTechniques devised by management to manipulate cash flow as easily as earnings\nCompanies that use misleading metrics to fool investors about their financial performance\nHow companies use acquisitions to hide deterioration in their underlying business\n\nDiscussion focuses on key case studies and the most important lessons from the last 25 years. You will be brought up to date on accounting chicanery in global markets\, and hear from the master himself\, as you engage in a lively question and answer session. \nLocation CFANY Conference Center\n 1540 Broadway\n (45th St. Entrance)\n Suite 1010 \nFees Members: FREE | Nonmembers: $70\n *Free Livestream Access\n < Become a Member >\n *Available to Members Only \nRegister to AttendRegister for LivestreamBecome a Member 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/25th-anniversary-of-financial-shenanigans-with-howard-schilit/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Book Club & Author Series,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:20180516T183000
DTEND;TZID=America/New_York:20180516T203000
DTSTAMP:20260619T203823
CREATED:20180423T151530Z
LAST-MODIFIED:20180427T195334Z
UID:35696-1526495400-1526502600@cfany.org
SUMMARY:How to Build & Launch a New Business
DESCRIPTION:How to Build & Launch a New BusinessWednesday\, May 16 | 6:00 – 8:00 PM Followed by a Catered Networking Reception \nBecome a MemberYoung Leaders GroupREGISTRATION & FEESTO ATTEND\nMembers: $15 Nonmembers: $45 \nRegister to AttendYoung Leaders GroupAgenda\n6:00 | REGISTRATION AND NETWORKING \n\n6:30 | OPENING REMARKS \nJeremy Pawlak\, CFA \n\n6:35 – 6:55 | FIRESIDE CHAT #1 \nSimon Lack\, CFA\, Founder and Managing Partner\, SL Advisors \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n6:55 – 7:15 | FIRESIDE CHAT #2 \nNatalia Oberti Noguera\, Founder and CEO\, Pipeline Angels \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n7:15 – 7:35 | FIRESIDE CHAT #3 \nNick Leopard\, Founder and CEO\, Accordion Partners \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n7:35 – 7:55 | FIRESIDE CHAT #4 \nAaron Schumm\, Founder and CEO\, Vestwell \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n7:55 | CLOSING REMARKS \nAtit Amin\, CFA\, Chair\, Young Leaders Group \n\n8:00 | NETWORKING & CATERED RECEPTION BEGINS \nOverview Join the Young Leaders Group on Wednesday\, May 16th at 6:30pm for a series of fireside chats with four accomplished entrepreneurs who have leveraged their backgrounds as industry practitioners to launch successful businesses in financial services. \n\n\n\nHear firsthand why they decided to pursue their own venture\, how each of them made the transition\, and what lessons they have learned over the years. The format of the event is intended to encourage active dialogue between speakers and attendees so take advantage of the opportunity to learn about the entrepreneurial spirit. The program will conclude with a catered reception and an open networking session so reserve your spot now!\n\n\n\nLearning Outcome Statements\n\n\n\n\n\nLearn about the skills and competencies that make for a successful company founder\nHear how to leverage past career experience and apply it in an entrepreneurial spirit\nIdentify commonly held misconceptions about starting a new business venture\nDiscover effective executive-level decision-making strategies for raising capital\, building culture\, and scaling the business\n\n\n\n\n\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/how-to-build-launch-a-new-business/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,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:20180523T150000
DTEND;TZID=America/New_York:20180523T200000
DTSTAMP:20260619T203823
CREATED:20180406T175737Z
LAST-MODIFIED:20180517T190833Z
UID:35087-1527087600-1527105600@cfany.org
SUMMARY:3rd Annual GIPS Forum
DESCRIPTION:3rd Annual GIPS ForumWednesday\, May 23 | 3:00 – 8:00 PM Followed by a Catered Networking Reception \nRegister for LivestreamFree Livestream | Members Only \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $25 Nonmembers: $65 \nRegister NowPerformance & Risks Analytics GroupOverview See Agenda \n\nThe Global Investment Performance Standards (GIPS) are a set of standardized\, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years\, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards and to hear from industry experts on how they implement them\, as well as other performance measurement analyses used at their respective firms. The conference allows attendees to interact with speakers during breaks and there is a networking period at the end. \nLearning Outcomes\n\nGIPS Update\nCase Studies in GIPS\nPortfolio Analysis\n\nAgenda\n3:00 – 3:30 | REGISTRATION & NETWORKING \n\n3:30 – 3:40 | OPENING REMARKS \nJohn Matsikas\, SVP\, Voya Investment Management\, Vice-Chair CFANY Performance and Risk Committee \n\n3:40 – 4:20 | EVALUATING SIMULATED STRATEGIES AND HANDLING FROM A GIPS PERSPECTIVE \nProfessor Raphael Douady\, PhD\, Stony Brook University \nJulia Reyes\, CIPM\, Partner\, ACA Performance Services \n\n4:20- 4:25 | SHORT BREAK \n\n4:25 – 5:00 | CASE STUDY: BECOMING GIPS COMPLIANT (Video Webcast) \nRobert Paterson\, CIPM\, FRM\, Investment Manager\, CalPERS \n\n5:00-5:45 | GIPS UPDATE \nUpdate on GIPS 2020\, Recently Released Authoritative Guidance\, and Future Priorities\nKen Robinson\, CFA\, CIPM\, CPA\, PFS\, Director\, Investment Performance Standards\, CFA Institute \nThomas Peters\, CPA\, CIPM\, Director of the Industry Group\, Kreischer Miller \n\n5:45 – 6:00 | BREAK \n\n6:00 – 6:30 | HOW FIRMS MANAGE THEIR GIPS PROCESS \nModerator \nRichard Kemmling\, CPA\, CIPM\, CGMA\, Partner\, ACA Performance Services \nPanelists \nAlex Shafran\, CFA\, SVP\, Director of Performance and Client Reporting\, Cohen & Steers \nDaniel Gulko\, CFA\, CIPM\, Head of Performance Measurement and Client Reporting\, US\, HSBC Global Asset Management \nStephen Chang\, Director\, Head of Performance and Risk\, Vontobel Asset Management \n\n6:30 – 7:00 | MEASURING MANAGER SKILL \nBruce Feibel\, CFA\, Head of Product and Strategy\, State Street \n\n7:00 – 8:00 | NETWORKING \n×Agenda\n3:00 – 3:30 | REGISTRATION & NETWORKING \n\n3:30 – 3:40 | OPENING REMARKS \nJohn Matsikas\, SVP\, Voya Investment Management\, Vice-Chair CFANY Performance and Risk Committee \n\n3:40 – 4:20 | EVALUATING SIMULATED STRATEGIES AND HANDLING FROM A GIPS PERSPECTIVE \nProfessor Raphael Douady\, PhD\, Stony Brook University \nJulia Reyes\, CIPM\, Partner\, ACA Performance Services \n\n4:20- 4:25 | SHORT BREAK \n\n4:25 – 5:00 | CASE STUDY: BECOMING GIPS COMPLIANT (Video Webcast) \nRobert Paterson\, CIPM\, FRM\, Investment Manager\, CalPERS \n\n5:00-5:45 | GIPS UPDATE \nUpdate on GIPS 2020\, Recently Released Authoritative Guidance\, and Future Priorities\nKen Robinson\, CFA\, CIPM\, CPA\, PFS\, Director\, Investment Performance Standards\, CFA Institute \nThomas Peters\, CPA\, CIPM\, Director of the Industry Group\, Kreischer Miller \n\n5:45 – 6:00 | BREAK \n\n6:00 – 6:30 | HOW FIRMS MANAGE THEIR GIPS PROCESS \nModerator \nRichard Kemmling\, CPA\, CIPM\, CGMA\, Partner\, ACA Performance Services \nPanelists \nAlex Shafran\, CFA\, SVP\, Director of Performance and Client Reporting\, Cohen & Steers \nDaniel Gulko\, CFA\, CIPM\, Head of Performance Measurement and Client Reporting\, US\, HSBC Global Asset Management \nStephen Chang\, Director\, Head of Performance and Risk\, Vontobel Asset Management \n\n6:30 – 7:00 | MEASURING MANAGER SKILL \nBruce Feibel\, CFA\, Head of Product and Strategy\, State Street \n\n7:00 – 8:00 | NETWORKING \nCloseSilver 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/3rd-annual-gips-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Performance & Risk Analytics
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:20180604T130000
DTEND;TZID=America/New_York:20180604T200000
DTSTAMP:20260619T203823
CREATED:20180226T232752Z
LAST-MODIFIED:20250609T201252Z
UID:33753-1528117200-1528142400@cfany.org
SUMMARY:Annual PE/VC Conference: Perspectives from Allocators and Managers
DESCRIPTION:2nd Annual PE/VC Conference: Perspectives from Allocators and ManagersMonday\, June 4 | 1:00 PM – 8:00 PM\nFollowed by a Catered Networking Reception \nREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister NowLIVESTREAM\nFREE\nMembers Only\n \nLivestream RegistrationAlternative Investments GroupBecome a MemberRegister to AttendAlternative Investment GroupLiveStream Access\nFREE | MEMBERS ONLY \nRegister for LivestreamAgenda\n1:00pm | Registration \n\n1:35pm | Welcome and Opening Remarks \nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n1:45pm | PRIVATE EQUITY DELIVERS: PENSION STUDY \nBronwyn Bailey\, Ph.D.\, CAIA\, Vice President\, American Investment Council \n\n2:00pm | PRIVATE EQUITY PANEL \nModerator\nBronwyn Bailey\, Ph.D.\, CAIA\, Vice President\, American Investment Council \nPanelists \nAdam Feinstein\, CFA\, Co-Founder and Managing Partner\, Vesey Street Capital Partners \nSheryl Schwartz\, Managing Director\, Caspian Private Equity \nKatie Stitch\, Managing Director\, W Capital Partners \nRay Whiteman\, Founder and Managing Partner\, Stellex Capital \n\n3:00pm | Coffee Break \n\n3:15pm | INVESTMENT STRATEGIST PERSPECTIVE \nIntroduction\nAlvin Butler\, CFA\, Vice President\, Quilvest Private Equity \nPresenter \nJoseph Zidle\, Managing Director and Investment Strategist\, Blackstone \n\n3:45pm | ALTERNATIVE STRATEGIES PANEL \nIntroduction\nTom Zalewski\, CFA\, Senior Consultant\, Ernst & Young \nModerator\nStephen Raneri\, Chief Investment Officer\, GM Advisory Group \nPanelists \nGideon King\, Founder and Managing Member\, Off Road Capital Management \nRyan Logue\, Chief Operating Officer\, NASDAQ Private Markets \nMartez Moore\, Chairman & CEO\, Moore Frères \n\n4:45pm | Coffee Break \n\n5:00pm | VENTURE CAPITAL & GROWTH EQUITY PANEL \nIntroduction\nCarole Crawford\, CFA\, Founder and Managing Partner\, fincap360 \nModerator\nTony Natale\, M.D.\, Managing Partner\, Aperture Venture Partners \nPanelists \nTodd Cohen\, CFA\, Director\, Office of Investments\, New York-Presbyterian Hospital \nBrendan Dickinson\, Partner\, Canaan Partners \nMaia Heymann\, Co-Founder and General Partner\, Converge \nBrian Rich\, Co-Founder and Managing Partner\, Catalyst Investors \n\n6:00pm | Closing Remarks \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n6:10pm | Reception \nAgenda\nPrivate Equity Panel\nBronwyn Bailey\, Ph.D.\, CAIA\, Vice President\, American Investment Council\nKatie Stitch\, Managing Director\, W Capital Partners\nRay Whiteman\, Stellex Capital\nAdam Feinstein\, CFA\, Managing Partner\, Vesey Street Capital Partners\nSheryl Schwartz\, Managing Director\, Caspian Private Equity \nInvestment Strategist Perspective\nJoseph Zidle\, Managing Director and Investment Strategist\, Blackstone \nAlternative Strategies Panel\nGideon King\, Founder and Managing Member\, Off Road Capital Management\nRyan Logue\, Chief Operating Officer\, NASDAQ Private Markets\nMartez Moore\, Chairman & CEO\, Moore Freres \nVenture Capital Panel\nBrendan Dickinson\, Partner\, Canaan Partners\nMaia Heymann\, Co-Founder and General Partner\, Converge\nTony Natale\, M.D.\, Partner\, Aperture Venture Partners \nOverview\nIn this conference\, we will bring together leading private equity and venture capital fund managers and allocators to learn how they pick winners\, add value and deliver returns. \nOur speakers will discuss their experiences investing in private companies and funds\, how they manage their portfolios\, fundraising and their expectations for the future. \nPrivate equity and venture capital returns have often outperformed public market indices\, though public markets have outperformed more recently\, according to Cambridge Associates. \nOver the past five years\, US private equity generated 13.6% IRR and US venture capital generated 14.1% IRR\, slightly less than the 14.6% average annual compounded return for the S&P 500. \nOver the past 25 years\, US private equity generated 13.5% IRR and US venture capital generated 27.3% IRR\, far outpacing the 9.6% average annual compounded return for the S&P 500. \nRead More \nManager selection is crucial as private investment returns vary widely.  According to Cambridge Associates research\, a top-quartile private equity manager is expected to outperform a median private equity manager by 6.4% per year over ten years\, a 4-5X greater difference than for public equity managers. \nPrivate Equity  \nPrivate equity (PE) dealmakers put $538 billion to work across more than 4\,000 deals in 2017.  The median acquisition multiple of 10.5X EV/EBITDA remained unchanged from 2016: however\, PE dealmakers used higher levels of leverage in 2017\, with the median debt/EBITDA multiple climbing to 5.7X\, the highest level recorded by Pitchbook. \nPrivate equity firms realized $185 billion in nearly 1100 exits during 2017\, an 11% YOY decline.  The downward trend in PE exits is largely driven by a strong pullback in strategic activity. \nPrivate equity dry powder has continued to build as a result of the record fundraising environment over the last few years.  PE firms closed on $233 billion across 247 funds during 2017\, and a record $648 billion has been raised over the past three years.  Capital continues to accrue to fewer yet larger PE funds\, and the median time between funds has fallen to less than 3 years. \nVenture Capital \nThe venture capital (VC) industry has evolved as VC-backed companies stay private longer and command larger deal sizes.  With more capital being deployed at higher valuations\, our venture capitalist speakers will address a key question:  can outperformance be sustained? \nRecord unicorn financings drove 2017 total venture capital investments to $84 billion\, the largest amount since the early 2000s\, according to Pitchbook and the National Venture Capital Association.  Unicorns – with valuations of $1 billion or more – raised $19 billion in 2017\, representing nearly one-quarter of total VC dollars invested though less than 1% of deal volume. \nVenture capital investments outpaced exits again in 2017.  While $84 billion was invested across more than 8\,000 venture-backed companies\, the number of VC exits continued to decline to 769 liquidity events though total VC exit value remained relatively flat at $51 billion in 2017.  The median time to exit in the venture market has reached a record 5.6 years. \nPrivate equity investors have also provided liquidity to VC investors\, with a record-setting 146 private equity buyouts of venture-backed companies in 2017. \nVenture capital funds have raised $142 billion in committed capital over the past four years. \n\nSources:  Cambridge Associates\, National Venture Capital Association\, Pitchbook. \nLearning Outcome Statements\n\nHow private equity and venture capital (PE & VC) fund managers make investment decisions and choose which companies to back\nHow PE & VC fund managers help create value in their portfolio companies\nHow institutional LPs make allocation decisions and select PE & VC fund managers\nHow PE & VC fund managers develop syndicates and collaborate with other investors\nHow PE & VC fund managers and allocators source their investments\n\nLocation CFA Society New York\n1540 Broadway – Suite 1010\n45th St. Entrance \nFees Early Bird Pricing\nMembers: $30 Nonmembers: $70\n< Become a Member > \nMarketing Sponsors 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/annual-pe-vc-conference-perspectives-from-allocators-and-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:20180605T120000
DTEND;TZID=America/New_York:20180605T200000
DTSTAMP:20260619T203823
CREATED:20180507T210155Z
LAST-MODIFIED:20180605T191635Z
UID:36551-1528200000-1528228800@cfany.org
SUMMARY:Professional Review Day
DESCRIPTION:Registration ClosedProfessional Review DayTuesday\, June 5 | 12:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nResume and Headshot SignupAttend: LinkedIn PanelLivestream: LinkedIn PanelProfessional HeadshotsResume CritiquesElevator PitchesLinkedIn PanelProfessional Headshots\n12:00 – 8:00 PM\nWant to update your headshot for your LinkedIn profile? Register for a 15-minute photo session with a professional photographer. \nProfessional Headshots: $75 (members only) \nResume Critiques\n12:00 – 8:00 PM\nIt never hurts to give a solid refresh to your resume.  Opportunity can knock at any time! \nResume Critiques: $35 (members only) \nElevator Pitches\n12:00 – 8:00 PM\nHelp you nail your elevator pitch by recording and getting feedback from a professional. \nElevator Pitches: $15 (members only) Sold Out – Registration Closed \nElevator Pitch Coach\nGeoff Carroll — Carroll Management Associates / Gilman Performance Systems Associate \nLinkedIn Panel\nLeveraging LinkedIn for Your Career\n6:00 – 8:00 PM\nSee Agenda >>\nLearn more about the benefits and tactics of this crucial social media platform. \nFee: FREE (members only) \nThe LinkedIn panel will help members brand themselves and build a strategic network\, – the forum will focus on career advancement by opening up possibilities afforded by LinkedIn. The evening program will include LinkedIn networking tips\, branding suggestions\, thought leadership and content sharing. There will be LinkedIn\, career\, recruiting\, sales and blogging experts on the panel to help you learn innovative ways of improving your digital footprint. \nRegister: AttendRegister: Livestream Questions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \n×Leveraging LinkedIn for Your Career\nAgenda\n6:00 – 6:05pm | Opening Remarks \n\n6:05 – 6:20pm | Keynote Presentation \n\nSandra Long\, President\, Post Road Consulting LLC \n\n\n6:20 – 7:30pm | Panel Discussion; Q&A \n\nMELANIE SZLUCHA\, Owner\, Rednic\, LCC. \nMARC W. HALPERT\, LinkedIn Trainer and Evangelist\, connect2collaborate \nVIKRAM RAJAN\, Co-Founder\, phoneBlogger.net \n\n\n7:30 – 8:00pm | Networking & Catered Reception \nCloseProfessional Headshots | 12:00 – 8:00 PM\nWant to update your headshot for your LinkedIn profile? Register for a 15-minute photo session with a professional photographer. \nFee: $75 (members only) \nQuestions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \nResume Critiques | 12:00 – 8:00 PM\nIt never hurts to give a solid refresh to your resume.  Opportunity can knock at any time! \nFee: $35 (members only) \nQuestions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \nElevator Pitches | 12:00 – 8:00 PM\nHelp you nail your elevator pitch by recording and getting feedback from a professional. \n$15 (members only) Sold Out – Registration Closed \nQuestions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \nElevator Pitch Coach\nGeoff Carroll — Carroll Management Associates / Gilman Performance Systems Associate \nLinkedIn Panel | 6:00 – 8:00 PM\nLeveraging LinkedIn for Your Career\nLearn more about the benefits and tactics of this crucial social media platform. \nFee: FREE (members only) \nThe LinkedIn panel will help members brand themselves and build a strategic network\, – the forum will focus on career advancement by opening up possibilities afforded by LinkedIn. The evening program will include LinkedIn networking tips\, branding suggestions\, thought leadership and content sharing. There will be LinkedIn\, career\, recruiting\, sales and blogging experts on the panel to help you learn innovative ways of improving your digital footprint. \nRegister to AttendRegister for LivestreamAgenda\n6:00 – 6:05pm | Opening Remarks \n\n6:05 – 6:20pm | Keynote Presentation \n\nSandra Long\, President\, Post Road Consulting LLC \n\n\n6:20 – 7:30pm | Panel Discussion; Q&A \n\nMELANIE SZLUCHA\, Owner\, Rednic\, LCC. \nMARC W. HALPERT\, LinkedIn Trainer and Evangelist\, connect2collaborate \nVIKRAM RAJAN\, Co-Founder\, phoneBlogger.net \n\n\n7:30 – 8:00pm | Networking & Catered Reception \nCFA Society New York thanks Kaplan Professional
URL:https://cfany.org/event/professional-review-day/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,Membership Committee,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:20180607T173000
DTEND;TZID=America/New_York:20180607T200000
DTSTAMP:20260619T203823
CREATED:20180504T143647Z
LAST-MODIFIED:20180601T184604Z
UID:36458-1528392600-1528401600@cfany.org
SUMMARY:India 2018 – Opportunity Calling
DESCRIPTION:A CFA Institute Sponsored EventIndia 2018 — Opportunity CallingThursday\, June 7 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $15 | Nonmembers: $50 \nRegister: AttendLIVESTREAM\nFREE | MEMBERS ONLY \nRegister: LivestreamOverview\nA CFA Institute Sponsored Event\nA candid no-holds barred discussion\, with C-suite leaders from the investment management industry in India\, on the path and roadblocks to India becoming the fourth largest economy in the next 5-7 years. Is India on a path to sustainable growth? Will current macro and microeconomic indicators support this growth? What are the inherent risks and challenges of doing business in India\, and what are the mitigating factors\, if any? What are current and upcoming investment opportunities in India? How does India stack up vis-à-vis other emerging economies? \n\nThis event will provide participants with: \n\nAn in-depth understanding of India\, and the opportunities and challenges in the country.\nUpdate on key reforms in India and the resulting impact.\nOpportunity to connect and network with C-suite leaders of the investment industry in India.\nAn in-depth and factual understanding of the India economy\, including regulatory evolution\, investment opportunities and micro/macroeconomic factors.\nStrong understanding of inherent risks and challenges of doing business in India\, and mitigating factors.\nUpdate on key reforms in India and the resulting impact.\n\n\nAgenda\n6:00 PM | OPENING REMARKS \n\nSloane Ortel\, Content Manager\, Writer\, CFA Institute \n\n\n6:05 PM | INDIA OUTLOOK \n\nNAVNEET MUNOT\, CFA\, Executive Director & Chief Investment Officer\, SBI Funds Management Private Limited \n\n\nPathway and roadblocks to India becoming the 4th largest economy in next 5-7 years.\nPath to sustainable growth – structural reforms like Jan Dhan Yojana\, Aadhar\, GST\, Bankruptcy code\, etc.\nYoung population – demographic dividend or underrated risk.\n\n\n6:20 PM | CURRENT AND UPCOMING INVESTMENT OPPORTUNITIES \n\nSUNIL SINGHANIA\, CFA\, Investment Committee Chair\, Board of Governors\, CFA Institute; Founder\, Abakkus Asset Management \nVIKAS KHEMANI\, CFA\, President & CEO\, Edelweiss Securities Ltd. \n\n\nPerspective on select sectors with strong growth potential\nPublic vs. private investments\, role of FDI/FPI\, etc.\nCase studies\nQ&A\n\n\n7:00 PM | INHERENT RISKS AND CHALLENGES OF DOING BUSINESS IN INDIA \n\nSAURABH MUKHERJEA\, CFA\, Chief Executive Officer\, Ambit Capital \nNAVNEET MUNOT\, CFA\, Executive Director & Chief Investment Officer\, SBI Funds Management Private Limited \n\n\nCorporate governance standards – the good\, bad and ugly.\nEvolution of regulations and regulators.\nHealth of capital markets.\nForeign Portfolio Investments (FPI) – a success vis-à-vis the challenges faced by India based foreign fund houses.\nPrivate equity – successes and failures\, and the reasons for the same.\nPolitical environment – is this the best ever? What can go wrong?\nQ&A\n\n\n7:45 PM | NETWORKING & COCKTAILS \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 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/india-2018-opportunity-calling/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,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;VALUE=DATE:20180613
DTEND;VALUE=DATE:20180615
DTSTAMP:20260619T203823
CREATED:20170811T222757Z
LAST-MODIFIED:20180612T161447Z
UID:23666-1528848000-1529020799@cfany.org
SUMMARY:28th Annual High Yield Bond Master Class & Conference
DESCRIPTION:28th Annual High Yield Bond Master Class & ConferenceCombo RegistrationClass RegistrationConference RegistrationAgendaCombo RegistrationCost \nMember: $315 | Nonmember: $540 \nClass RegistrationCost \nMember: $150 | Nonmember: $275 \nConference RegistrationCost \nMember: $250 | Nonmember: $475 \nEarly Bird pricing expires May 31 \nAgenda×Agenda\nJune 13 - Master ClassJune 14 - General SessionJune 13 - Master Class\n8:30 | CHECK-IN \n\n9:00 | WELCOME \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n9:05 | RATING PROCESS CASE STUDY \nAlex Bumazhny\, CFA\, Senior Director\, Fitch Ratings \nColin A. Mansfield\, CFA\, Director\, FitchRatings \n\n9:50 | SECTOR VALUATION \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n10:45 | COFFEE BREAK/NETWORKING \n\n11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS \nIsaac Braley\, President\, BTS Asset Management \nMatthew Pasts\, CMT\, CEO\, BTS Asset Management  \nBradley Kotler\, Vice President\, SPDR Fixed Income Group\, State Street Global Advisors \n\n12:15 | OVERVIEW OF BOND COVENANTS \nScott Josefsberg\, J.D.\, Covenant Review \n\n1:15 | LUNCH \n\n1:45 | HIGH YIELD PORTFOLIO MANAGEMENT \nWayne Plewniak\, Managing Director\, Gabelli Fixed Income LLC \n\n2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS \nGeorge Varughese\, Managing Director\, Alvarez and Marsal \n\n3:45 | CONCLUSION \nJune 14 - General Session\n8:30 | CHECK-IN \n\n9:00 | WELCOME \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors \n\n9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE \nSam DeRosa-Farag\, Market Strategist \n\n9:50 | MARKET OUTLOOK \nRiz Hussain\, Director\, US High Yield Credit Strategy\, Barclays Capital \n\n10:30 | COFFEE BREAK/NETWORKING \n\n10:55 | NEW ISSUE MARKET \nJarrod Kaplan\, Credit Agricole Securities USA \n\n11:30 | NEW RESEARCH FINDINGS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nSharon Bonelli\, Managing Director\, Fitch Group\, Inc. \nTom Tzitzouris\, Director\, Strategas Research Partners \n\n1:00 | LUNCH \n\n1:30 | BUY-SIDE PANEL \nKevin Lorenz\, CFA\, Managing Director/Portfolio Manager\, TIAA/CREF \nHenry Peabody\, Vice President/Portfolio Manager\, Eaton Vance Management \nAnne Yobage\, CFA\, Director/Co-Founder\, SKY Harbor Capital Management \nMartha Metcalf\, Senior Portfolio Manager\, Schroder Investment Management \n\n2:30 | CREDIT VIEWS S&P \nRobert Schulz\, CFA\, Managing Director\, Corporate Ratings\, S&P Global Ratings \n\n3:15 | COFFEE BREAK \n\n3:30 | ETF PANEL \nBill Ahmuty\, Managing Director\, State Street Global Advisors \nSal Bruno\, CIO\, IndexIQ \nTim Urbanowicz\, CFA\, Sr Fixed Income ETF Strategist\, Invesco \n\n4:30 | CONCLUSION \n CloseMaster Class\nWednesday\, June 13\nOverviewAgendaOverviewThis program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as aspiring high yield practitioners\, providers of services to high yield managers\, institutional asset allocators\, and investment advisors\, who seek to better understand the role of high yield bonds in their portfolios. \nEvent Chair: Martin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nAgenda \n8:30 | CHECK-IN \n\n9:00 | WELCOME \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n\n9:05 | RATING PROCESS CASE STUDY \n\nAlex Bumazhny\, CFA\, Senior Director\, Fitch Ratings \nColin A. Mansfield\, CFA\, Director\, FitchRatings \n\n\n9:50 | SECTOR VALUATION \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n\n10:45 | COFFEE BREAK/NETWORKING \n\n11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS \n\nIsaac Braley\, President\, BTS Asset Management \nMatthew Pasts\, CMT\, CEO\, BTS Asset Management  \nBradley Kotler\, Vice President\, SPDR Fixed Income Group\, State Street Global Advisors \n\n\n12:15 | OVERVIEW OF BOND COVENANTS \n\nScott Josefsberg\, J.D.\, Covenant Review \n\n\n1:15 | LUNCH \n\n1:45 | HIGH YIELD PORTFOLIO MANAGEMENT \n\nWayne Plewniak\, Managing Director\, Gabelli Fixed Income LLC \n\n\n2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS \n\nGeorge Varughese\, Managing Director\, Alvarez and Marsal \n\n\n3:45 | CONCLUSION \n  \n28th Annual High Yield Bond Conference\nThursday\, June 14\nOverviewAgendaOverviewCFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors\, and financial advisors\, who allocate to the high yield asset class\, as well as providers of services to money managers. \nEvent Chair: Martin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nAgenda \n8:30 | CHECK-IN \n\n9:00 | WELCOME \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors \n\n\n9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE \n\nSam DeRosa-Farag\, Market Strategist \n\n\n9:50 | MARKET OUTLOOK \n\nRiz Hussain\, Director\, US High Yield Credit Strategy\, Barclays Capital \n\n\n10:30 | COFFEE BREAK/NETWORKING \n\n10:55 | NEW ISSUE MARKET \n\nJarrod Kaplan\, Credit Agricole Securities USA \n\n\n11:30 | NEW RESEARCH FINDINGS \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nSharon Bonelli\, Managing Director\, Fitch Group\, Inc. \nTom Tzitzouris\, Director\, Strategas Research Partners \n\n\n1:00 | LUNCH \n\n1:30 | BUY-SIDE PANEL \n\nKevin Lorenz\, CFA\, Managing Director/Portfolio Manager\, TIAA/CREF\, Managing Director/Portfolio Manager\, TIAA/CREF \nHenry Peabody\, Vice President/Portfolio Manager\, Eaton Vance Management \nAnne Yobage\, CFA\, Director/Co-Founder\, SKY Harbor Capital Management \nMartha Metcalf\, Senior Portfolio Manager\, Schroder Investment Management \n\n\n2:30 | CREDIT VIEWS S&P \n\nRobert Schulz\, CFA\, Managing Director\, Corporate Ratings\, S&P Global Ratings \n\n\n3:15 | COFFEE BREAK \n\n3:30 | ETF PANEL \n\nBill Ahmuty\, Managing Director\, State Street Global Advisors \nSal Bruno\, CIO\, IndexIQ \nTim Urbanowicz\, CFA\, Sr Fixed Income ETF Strategist\, Invesco \n\n\n4:30 | CONCLUSION \n \n  \n  \n  \n  \n  \n  \n\nPricingCombo: Class + Conference + Free Book\n\nCost \n\n Member  \n Nonmember  \n $315  \n $540  \nClass Only + Free Book\n\nCost \n\n Member  \n Nonmember  \n $150  \n $275  \nConference Only + Free Book\n\nCost \n\n Member  \n Nonmember  \n $250  \n $475  \nMaster Class\nWednesday\, June 13\nOverviewAgendaOverview This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners\, providers of services to high yield managers\, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios. Event Chair: Martin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC Agenda \n8:30 | CHECK-IN \n\n9:00 | WELCOME \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n\n9:05 | RATING PROCESS CASE STUDY \n\nAlex Bumazhny\, CFA\, Senior Director\, Fitch Ratings \nColin A. Mansfield\, CFA\, Director\, FitchRatings \n\n\n9:50 | SECTOR VALUATION \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n\n10:45 | COFFEE BREAK/NETWORKING \n\n11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS \n\nIsaac Braley\, President\, BTS Asset Management \nMatthew Pasts\, CMT\, CEO\, BTS Asset Management  \nBradley Kotler\, Vice President\, SPDR Fixed Income Group\, State Street Global Advisors \n\n\n12:15 | OVERVIEW OF BOND COVENANTS \n\nScott Josefsberg\, J.D.\, Covenant Review \n\n\n1:15 | LUNCH \n\n1:45 | HIGH YIELD PORTFOLIO MANAGEMENT \n\nWayne Plewniak\, Managing Director\, Gabelli Fixed Income LLC \n\n\n2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS \n\nGeorge Varughese\, Managing Director\, Alvarez and Marsal \n\n\n3:45 | CONCLUSION \n  \n28th Annual High Yield Bond Conference\nThursday\, June 14\nOverviewAgendaOverview CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will address the challenges of changing economic conditions and regulatory developments. Expert presenters will discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors and financial advisors who allocate to the high yield asset class\, and providers of services to money managers. \nEvent Chair: Martin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nAgenda \n8:30 | CHECK-IN \n\n9:00 | WELCOME \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors \n\n\n9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE \n\nSam DeRosa-Farag\, Market Strategist \n\n\n9:50 | MARKET OUTLOOK \n\nRiz Hussain\, Director\, US High Yield Credit Strategy\, Barclays Capital \n\n\n10:30 | COFFEE BREAK/NETWORKING \n\n10:55 | NEW ISSUE MARKET \n\nJarrod Kaplan\, Credit Agricole Securities USA \n\n\n11:30 | NEW RESEARCH FINDINGS \n\nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nSharon Bonelli\, Managing Director\, Fitch Group\, Inc. \nTom Tzitzouris\, Director\, Strategas Research Partners \n\n\n1:00 | LUNCH \n\n1:30 | BUY-SIDE PANEL \n\nKevin Lorenz\, CFA\, Managing Director/Portfolio Manager\, TIAA/CREF\, Managing Director/Portfolio Manager\, TIAA/CREF \nHenry Peabody\, Vice President/Portfolio Manager\, Eaton Vance Management \nAnne Yobage\, CFA\, Director/Co-Founder\, SKY Harbor Capital Management \nMartha Metcalf\, Senior Portfolio Manager\, Schroder Investment Management \n\n\n2:30 | CREDIT VIEWS S&P \n\nRobert Schulz\, CFA\, Managing Director\, Corporate Ratings\, S&P Global Ratings \n\n\n3:15 | COFFEE BREAK \n\n3:30 | ETF PANEL \n\nBill Ahmuty\, Managing Director\, State Street Global Advisors \nSal Bruno\, CIO\, IndexIQ \nTim Urbanowicz\, CFA\, Sr Fixed Income ETF Strategist\, Invesco \n\n\n4:30 | CONCLUSION \n \n  \n\nPricingEarly Bird pricing expires May 31 \n\nCombo: Class + Conference + Free Book\n\nCost \n\n Member  \n Nonmember  \n $315  \n $540  \nClass Only + Free Book\n\nCost \n\n Member  \n Nonmember  \n $150  \n $275  \nConference Only + Free Book\n\nCost \n\n Member  \n Nonmember  \n $250  \n $475  \n28th Annual High Yield Bond Master Class & ConferenceCombo RegistrationClass RegistrationConference RegistrationAgendaCombo RegistrationClass RegistrationConference RegistrationAgenda 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/high-yield-bond-master-class-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Portfolio & Risk Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180626T173000
DTEND;TZID=America/New_York:20180626T200000
DTSTAMP:20260619T203823
CREATED:20180503T194237Z
LAST-MODIFIED:20180621T205345Z
UID:36447-1530034200-1530043200@cfany.org
SUMMARY:Leadership Advancement Program: Are We Hard Wired for Change?
DESCRIPTION:A Kaplan Professional Sponsored EventLeadership Advancement Program: “Are We Hard Wired for Change?”Tuesday\, June 26 | 5:30 – 8:00 PM\nFollowed by a catered networking reception\n \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: FREE\nNonmembers: $125 \nRegister NowCareer Development GroupOverview\nA Kaplan Professional Sponsored Event\nCFA Society New York and Kaplan Professional present the kickoff event to a series of symposiums on ELEVEN—a Kaplan Professional leadership development program.  \nThis introductory series will explore ELEVEN methodology and offer attendees an educational learning experience on driving and adapting to change. \nELEVEN program director Milo-Arne Wilkinson will deliver the keynote—“Are We Hard Wired for Change?”—augmented by an audience Q&A\, and followed by a full-panel discussion from leading industry practitioners on emerging factors of change and more. \n All topics will be presented in 45-minute workshops and include quick snapshots of the ELEVENT methodology. Each topic promises to be highly interactive\, with a 60% / 40% split over theory and practical\, and a humorous\, storytelling overlay to each. \nAgenda\n5:30pm – 6:00pm | Registration \n\n6:00pm – 6:05pm | Opening Remarks \n\n6:05pm – 7:00pm | Keynote Presentation & Q&A \n“Are We Hard Wired for Change?”\nMilo-Arne Wilkinson\, Program Director\, ELEVEN \n\n7:00pm – 7:40pm | Panel & Q&A \nModerator\nAlexis DuFresne\, Senior Recruitment Consultant; Spearheads Marketing and Investor Relations Search Practice at Whitney Partners\, LLC \nPanelists \nDaniel Fridson\, Fridson Family Office \nKevin S. Gahwyler\, CFA\, President and CFO\, Navy Capital \nAdam Sucov\, CFA\, Managing Director and Head of Internal Sales\, J.P. Morgan Funds \n\n7:40pm | Networking and Catered Reception \n×About Milo-Arne Wilkinson\nMilo-Arne is an international award-winning behavioural scientist and was voted one of the top five female leaders within the country. She has over seven degrees in the areas of cognitive and clinical neurosciences including psychology\, psychotherapy\, hypnotherapy\, and criminal sciences. Milo-Arne has also just completed a world first co-design project with Harvard University Neuroscience Department. \nClose×About ELEVEN\n\nELEVEN was developed to address a significant gap in the market of leadership development: It was identified that advancements in neuroscience and the role of leadership within the digital age was not being integrated within the program suited offered through global market leaders.\nIn full delivery\, ELEVEN is designed to be completed over 12 months and begins with a self-assessment of your own thinking\, learning and personal preferences. Based on those results\, participants will be able to plan a personal learning pathway completely tailored to them as an individual.\nThe ELEVEN program is split into three distinct categories\, designed to give participants the confidence they need to maximise their performance as an effective leader.\nELEVEN is geared toward a C-Suite market demographic and aspirational executives; with content built and formulated by global thought leaders and industry experts\n\nCloseReady to take your leadership to extraordinary levels?You’re already a great leader. Don’t you want to become an extraordinary one? \nELEVEN is a dynamic new leadership program designed to unleash your full potential and take you to an 11/10 in every aspect of your life. Developed by a group of neuroscientists\, psychologists and psychotherapists\, ELEVEN is based on 11 attributes that will help you understand your true self in order to become an extraordinary leader. \nThese ELEVEN attributes tap into the rich seam of humanity\, exemplifying the very best of what it is to be human.AdaptabilityAgility is the new essential\, and true entrepreneurs find themselves evaluating the need to pivot the business model. Give yourself permission to deviate! \nVulnerabilityIt takes courage to be yourself. Address the default strategies you use to avoid being vulnerable. \nConnectionThe cornerstone to relationships. Listen to understand rather than listening to respond. \nInnovationConnect divergent dots in new ways to create ideas that break through. Foster an environment that feels uncomfortable for all the right reasons. \nCreativityTap into your inner child to allow yourself a sense of wonder and original thought. \nPurposeFinding your purpose is one of life’s greatest quests. Confront your purpose\, stay curious to it\, and allow it to evolve when it needs to. \nBraveryBravery is the enemy of average. Embrace the role of courage and discomfort in leadership. \nAuthenticityOwn your space\, welcome truths\, be who you are\, and create a safe space for others to do the same. \nEmpathyKnow your triggers that prevent true compassion when other people’s differences and choices feel confronting. \nResilienceInspire strength in yourself and others\, especially when it feels hard to do. \nAwarenessOpen your mind to your blind spots no matter how confronting the FIX might be. \nSponsored byDISCLAIMER 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/career-development-group-symposium/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,CFA Society NY Event,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:20180710T173000
DTEND;TZID=America/New_York:20180710T200000
DTSTAMP:20260619T203823
CREATED:20180521T200325Z
LAST-MODIFIED:20180710T154656Z
UID:37158-1531243800-1531252800@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:Midyear Market OutlookTuesday\, July 10 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendInstitutional Asset Management GroupOverview\nMidyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines\, Fixed Income\, Equity\, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing diverse set views from established market participants. \nThis event will be like Barron’s roundtable except it will be live and interactive. Like CNBC roundtables\, except the length will be more than five minutes. Like a strategist visiting your office\, except there will be multiple and diverse points of view.   \nCome hear outstanding panelists offer insights about interest rates\, valuation and market risks.. \n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 1.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \n\nLearning Outcome Statements\n\n\n\n\n\nExamine market current expectations\nHear current thinking from influential asset managers and market strategists Challenge status quo thinking.\nUnderstand concerns of market managers\n\n\nSpeakers\nDoug J. Peebles\, CIO\, AB Fixed Income \nFrank Rybinski\,CFA\, Senior Investment Strategist\, AEGON \nMichael Batnick\, Director of Research\, Ritholtz Wealth Management \nCharles Stucke\,CFA\, CEO\, Lepercq de Neuflize Asset Management \nEd Al-Hussainy\, Senior Global Rates Strategist at Columbia Threadneedle (Ameriprise). \nModerated by: \nDavid Allen\,CFA\, Institutional Director\, Schroders \n\n\n\n\nAgenda\n5:30 – 6:00 | Registration \n\n6:00 – 6:05 | Opening Remarks \n\n6:05 – 6:35 | Market Outlook \n\n6:35 – 7:20 | Panel Discussion \n\n7:20 – 7:35 | Q&A \n\n7:35 | Networking and Catered Reception \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/midyear-market-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CE Credits,CFA Society NY Event,Institutional Asset Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180717T180000
DTEND;TZID=America/New_York:20180717T200000
DTSTAMP:20260619T203823
CREATED:20180322T192203Z
LAST-MODIFIED:20180716T180531Z
UID:34558-1531850400-1531857600@cfany.org
SUMMARY:Litigation Finance - An Alternatives Strategy Event
DESCRIPTION:Litigation Finance – An Alternatives Strategy EventTuesday\, July 17 | 6:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberAlternative Investing Group×Confirmed Speakers\nMichael Rozen\nPresident & CEO\, TRGP Capital Management\, LLC \nJim Batson\nInvestment Manager\, Bentham IMF \nJohn Lazar\nDirector\, Burford Capital \nJustin Brass\nManaging Director\, Jefferies LLC \nOwen Cyrulnik\nManaging Principal\, Curiam Capital \nBoaz Weinstein\nPrincipal\, Lake Whillans Litigation Finance \nPhilip J. Kessler\nPartner\, Hoffman & Kessler \nCloseREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only  \nRegister for LivestreamOverview\n\nSpeakers\n\nThis event will explore the growing litigation finance market\, and associated investment opportunities.  Discussion will cover the origins of the litigation finance market\, the size of the opportunity and various market dynamics. What makes a good case\, what makes a bad case\, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust\, fraud\, contract disputes\, IP theft cases and beyond\, and provide insight on how deals are structured between key participants: law firms\, plaintiffs\, defendants and funders. \n\nLearning Outcomes\n\nWhy does the market for litigation funding exist?\nWhat opportunities exist within the realm of litigation funding?\nWhat do investor need to be aware of in evaluating investment opportunities?\nWhat are the ethical considerations?\nWhat is the size of the market opportunity?\n\nAgenda\n5:30pm – 6:00pm | Registration \n\n6:00pm – 6:05pm | Opening Remarks \nMark Sullivan\, CFA\, Managing Director and Partner\, Stonehaven\, LLC \n\n6:05pm – 7:00pm | Panel Discussion: Framework of Litigation Finance \nModerator\nPhilip J. Kessler\, Partner\, Hoffman & Kessler \nPanelists \nMichael Rozen\, President & CEO\,TRGP Capital Management\, LLC \nJim Batson\, Investment Manager\, Bentham IMF \nCindy Chen Delano\, Senior Legal Analyst\, Whitebox \n\n7:00pm – 7:45pm | Panel Discussion: Litigation Financing Solutions \nModerator\nJustin Brass\, Managing Director\, Jefferies\, LLC \nPanelists \nOwen Cyrulnik\, Managing Principal\, Curiam Capital \nBoaz Weinstein\, Principal\, Lake Whillans Litigation Finance \nJohn Lazar\,  Director\, Burford Capital \n\n7:45pm – 7:50pm | Closing Remarks \n\n8:00pm |  Networking and Catered Reception \n\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 1.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \n\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 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/litigation-finance/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,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:20180731T180000
DTEND;TZID=America/New_York:20180731T190000
DTSTAMP:20260619T203823
CREATED:20180702T202250Z
LAST-MODIFIED:20180706T152316Z
UID:38591-1533060000-1533063600@cfany.org
SUMMARY:Member Discussion: Diversity and Inclusion
DESCRIPTION:Member Discussion: Diversity and InclusionTuesday\, July 31 | 6:00 – 7:00 PM \nBecome a MemberREGISTRATION & FEESTO ATTEND\nFREE \nMembers Only\n \nRegister NowREGISTRATION & FEESTO ATTEND\nMembers: $25 Nonmembers: $65 \nRegister NowPerformance & Risks Analytics GroupOverview Join your peers for an informal open discussion on how CFA Society New York can provide leadership to enhance diversity and inclusion in the investment management industry. The goal of the conversation is to identify opportunities for volunteers to shape diversity and inclusion initiatives that will benefit members and employers. Research has consistently demonstrated how attracting and advancing diverse talent increases the bottom line\, improves investment outcomes\, expands client bases\, and drives innovation. As the largest CFA society in the world\, CFA NY has a unique opportunity to shape and influence the industry\, building upon CFA Institute’s global Diversity and Inclusion. We encourage you to join this important and timely discussion!  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/member-discussion-diversity-and-inclusion/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180809T180000
DTEND;TZID=America/New_York:20180809T193000
DTSTAMP:20260619T203823
CREATED:20180706T201513Z
LAST-MODIFIED:20180808T203952Z
UID:38637-1533837600-1533843000@cfany.org
SUMMARY:Enterprising Investor Writing Seminar
DESCRIPTION:Enterprising Investor Writing SeminarThursday\, August 9 | 6:00 – 7:30 PM \nBecome a MemberREGISTRATION & FEESTO ATTEND\nFREE  | Members Only \nRegister NowCareer Development GroupOverview CFA Institute’s Enterprising Investor has reached more than 9.3 million readers since 2011 with its signature mix of insights from CFA Institute members\, staff\, and leaders in the investment community.  \nIts intentionally wide-ranging coverage is authored for investment professionals by investment professionals and benefits immensely from CFA Institute’s global network of societies. In addition to regular explorations of portfolio management techniques and analysis of the global investment industry\, recent updates have included a detailed look at Switzerland’s Vollgeld initiative\, the Bangladeshi capital markets\, and Daniel Kahneman’s keys to better decision making.  \nThis 9th August\, Paul McCaffrey (the Editor) and Sloane Ortel (a frequent contributor) will lead an interactive writing workshop for the members of CFA Society New York.  \nAttendees will:\n\nHave their creative pursuits affirmed.\nParticipate in a number of lighthearted writing exercises. \nPractice requesting\, receiving\, and delivering feedback on their written work. \nLearn how to access and add to the CFA Institute content library. \nConnect directly with Paul\, Sloane\, and each other at the reception to follow. \n\nAgenda\n5:30pm – 6:00pm | Registration \n\n6:00pm | Introduction \nSloane Ortel\, Content Manager\, Writer\, CFA Institute \n\n6:10pm | First writing prompt \n\n6:20pm | What you learn writing about finance for ordinary people \nAlex Rosenberg\, CFA\, Co-Head of Content\, Real Vision \n\n6:30pm |  Second writing prompt \n\n6:40pm | Chart Crimes \nMichael Batnick\, CFA\, Director of Research\, Ritholtz Wealth Management \n\n6:50pm | Fact Crimes \nPaul McCaffrey\, Editor\, Enterprising Investor \n\n7:00pm | Third Writing prompt \n\n7:10pm | How to read between the lines of a news story \nCharley Grant\, CFA\, Heard on the Street Columnist\, the Wall Street Journal \n\n7:20pm | How to publish your work and not get fired \nLeanna Orr\, Deputy Editor\, Institutional Investor \n\n7:30pm | Q&A \n\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 1.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/enterprising-investor-writing-seminar/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,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:20180810T090000
DTEND;TZID=America/New_York:20180810T170000
DTSTAMP:20260619T203823
CREATED:20180628T164144Z
LAST-MODIFIED:20180730T145533Z
UID:38346-1533891600-1533920400@cfany.org
SUMMARY:Introduction to Data Science and Python for Finance
DESCRIPTION:Registration Closed — Course Date at Full Capacity\nNew course date to be posted shortly\n\nIntroduction to Data Science and Python for Finance\nFriday\, August 10 \nCourse Curriculum×Course Curriculum\n\nIntroduction to Data Science for Finance & Fintech\n\n What is data science\, why is it relevant to Finance & Fintech\n\n\nThe Data Science Process\n○ Overview of CRISP-DM\, what does each stage of the CRISP-DM process\naccomplish\, presentation of common challenges\, what should fintech\nprofessionals know about this process\n Applications of Data Science to Finance & Fintech Industries\n Classification in Python for Finance & Fintech\n○ When to use classification tasks\n○ Overview and implementation of Naïve Bayes classification in Python\n○ Evaluation of classification tasks using accuracy\, confusion matrices\,\nexpected value\, etc.\n○ Visualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\n○ Selecting informative attributes via information gain and entropy analyses\n Overview of Other Common Data Science Methods\n○ Supervised vs. Unsupervised learning\nClustering in Python for Finance & Fintech\n○ Unsupervised modeling strategy\n○ When to use clustering tasks\n○ Measuring similarity\n○ Overview and implementation of k-means in Python\n○ Improving k-means and using similarity for predictive modeling\n Big Data for Finance\n\nWhat is Big Data and why is Big Data relevant to Finance & Fintech\n How does Big Data relate to the concepts taught in this course\nOverview of most common Big Data technologies\n\n\nWrap-Up and Summary\n\nCloseCourse Content Developers×Course Content Developers\nDavid Haber\ndavid@cognitir.com \n\nDavid heads Cognitir’s products and technology. He has led programming workshops at the\nundergraduate and graduate levels\, at blue chip companies\, and world renowned\nmanagement consulting firms. \n\nDavid has experience working with both startups and large corporations. Previously\, he was\na lead software and machine learning engineer at Soma Analytics\, an investor-backed and\naward-winning health-tech startup in London. David also worked on optimizing large-scale\npayment processing systems at Deutsche Bank in Singapore. Outside of Cognitir\, he\ncurrently advises HiDoc\, an early stage digital health startup in Germany. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College\nLondon (UK) where he focused on statistical machine learning. He presented his work at\ninternational conferences and won several awards for his work. During his studies\, he also\nserved as a teaching assistant at Imperial College where he helped undergraduate students\nmaster fundamental computer science concepts. \n\nNeal Kumar\nneal@cognitir.com \nAt Cognitir\, Neal leads strategy and business development initiatives and advises on new product development. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at JPMorgan and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nClosePlease note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop. \nFees\nMembers | $520 (20% discount)\nNonmembers | $649 \n  \nLocation\nCFANY Conference Center\n1540 Broadway – Suite 1010\nNew York\, N.Y. 10036 \nOverviewAbout CognitirContact InformationOverview The amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an\ninnovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \n\nWhat This Course Offers \n\n\n\n An overview of data science methods relevant to finance and fintech\nHands-on Python programming experience\n Understanding of effective data visualization techniques using Python\nCourse notes\, certificate of completion\, and post-seminar email support for 3 months\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n A Computer Science 101 pre-course webinar\n\n\nAbout Cognitir Cognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process. \nThis training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nContact Information\n\nLevel: Beginner \n\n\nPrerequisite: Introductory Python Programming Course\nDuration: 1 Day \nEmail: info@cognitir.com\nPhone: +1 908 505 5991 (US) | +44 75 0686 49 85 (UK) \n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\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/introduction-to-data-science-and-python-for-finance/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180821T180000
DTEND;TZID=America/New_York:20180821T200000
DTSTAMP:20260619T203823
CREATED:20180613T162215Z
LAST-MODIFIED:20180820T163840Z
UID:37929-1534874400-1534881600@cfany.org
SUMMARY:Call for Candidates: CFANY Board & Society Leaders
DESCRIPTION:Call for Candidates: CFANY Board & Society LeadersThis 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\n5:30-6:00: Registration \n\n6:00-6:10: Opening Remarks \nMaria Weitzer\, CFA \n\n6:10-7:00: Panel Discussion: Overview of Nomination Process \nTom Brigandi\nKevin Maxwell\, CFA\, CPA\nKelly Ye\, CFA\nLeo Schmidt\, CFA\nSammy Suzuki\, CFA \nModerator:\nPeter Sang\, CFA \n\n7:00-7:30: Q&A \n\n7:30: Networking & Catered Reception \nNominations Committee×Nominations Committee\nJonathan Prin\, CFA \nDeepika Sharma\, CFA \nKris Thiessen\, CFA\, CAIA\, EA \nIra Kaplan\, CFA \nRichard Ottoo\, CFA\, FRM\, PhD \nCarole Crawford\, CFA \nRyan Meltzer\, CFA \nRon Dadina\, CFA \nCloseDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/cfany-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:20180917T130000
DTEND;TZID=America/New_York:20180917T210000
DTSTAMP:20260619T203823
CREATED:20180803T144517Z
LAST-MODIFIED:20250609T201510Z
UID:40182-1537189200-1537218000@cfany.org
SUMMARY:2nd Annual Blockchain Conference
DESCRIPTION:Registration to attend this conference is closed. Livestream registration is still open to members.\n2nd Annual Blockchain ConferenceMonday\, Sept. 17 | 1:00 – 9:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberFinTech Leadership GroupREGISTRATION & FEESCOMPLIMENTARY LIVESTREAM\nMembers Only \nRegister for LivestreamATTEND\nRegistration to attend this conference is closed. \nOverviewSee Last Year’s Conference  With this year’s conference\, we bring together innovators\, academics\, investors and investment practitioners to address the current blockchain and cryptocurrency landscape\, and most importantly\, the impact on investment practitioners. \nBlockchain was introduced to the world in October 2008\, a clever combination of mathematics\, cryptography\, and economics that underpinned Bitcoin. A year ago\, cryptocurrency prices\, ICOs\, and stories of unscrupulous activity gained the attention of members\, unsure if this was innovation or hype. In July 2018\, stating “This is no passing fad”\, the CFA Institute announced the addition of cryptocurrency and blockchain to the CFA curriculum\, beginning in June 2019. According to Greenwich Associates\, in 2017 financial services companies spent $1.7 billion on blockchain\, with 14% of those surveyed already deploying blockchain solutions. Today there are over 1500 cryptocurrencies\, ICOs have raised over $9 billion in 2018\, and there are close to 300 cryptocurrency funds. Blockchain and cryptocurrencies are top of mind for regulators\, legislators\, central banks\, the IMF\, the World Economic Forum and others. \nLearning Outcomes\n\nGain an understanding of blockchain\, cryptocurrencies and the current state of the industry\nUnderstand areas of the financial services industry where blockchain and cryptocurrency are 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\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 6.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \nAgenda\n1:00 PM | REGISTRATION \n\n1:30 PM | WELCOME AND OPENING REMARKS \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360\, LLC \n\n1:35 PM | CRYPTO ASSETS AND BLOCKCHAIN ADOPTION IN CAPITAL MARKETS \nIntroduced by: Maribeth Martorana\, CFA \nRichard Johnson\, Vice President\,Market Structure and Technology\, Greenwich and Associates \n\n2:30 PM | KEYNOTE PRESENTATION \nIntroduced by: Mark Sullivan\, CFA\, Managing Director & Partner\, Stonehaven\, LLC. \nTodd McDonald\, Co-founder\, Head of Partnerships\, R3 \n\n3:30 PM | COFFEE BREAK \n\n3:45 PM | KEYNOTE PRESENTATION \nIntroduced by: Brandon Neal\, Capital Markets Professional\, Federal Reserve Bank of New York \nProfessor David Yermack\, Professor of Finance and Business Transformation\, Chair Finance Department\, NYU Stern School of Business \n\n4:30 PM | BLOCKCHAIN\, DLT AND CRYPTOCURRENCY PANEL \nIntroduced by: Peter Seremitis\, CFA\, Global Account Manager\, AWS \nModerator \nPeter Went\, Ph.D.\, CFA\, Columbia University \nPanelists \nKerry Denerstein\, Regulatory Affairs Lead\, CLS Group \nRoy Niederhoffer\, Founder\, R.G. Niederhoffer Capital Management\, Inc. \nMerav Ozair\, Ph.D.\, Co-Founder and Director of Financial Product Research and Development\, brX \n\n5:30 PM | KEYNOTE PRESENTATION \nIntroduced by: Katya Chupryna\, Chief Strategy Officer\, Thinknum \nSloane Ortel\, CFA Institute Enterprising Investor \n\n6:15 PM | COFFEE BREAK \n\n6:30 PM | FIRESIDE CHAT \nIntroduced by: Claire Lecarpentier\, CFA \, Investing Professional\, J.P. Morgan \nHuw Richards\, Head of Digital Investment Banking\, J.P. Morgan \nChristine Moy\, Executive Director\, Blockchain Program Lead\, J.P. Morgan \n\n7:30 PM | GLOBAL DIGITAL FINANCE CODE OF CONDUCT FOR CRYPTOASSETS \nIntroduced by: Peter Seremitis\, CFA\, Global Account Manager\, AWS \nJeff Bandman\, Founder and Principal\, Bandman Advisors; Architect LabCFTC \n\n7:45 PM | Closing Remarks \nKelly Ye\, CFA\, Director of Research\, IndexIQ \n\n7:50 PM | Reception \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 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/2nd-annual-blockchain-conference/
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:20180924T073000
DTEND;TZID=America/New_York:20180924T193000
DTSTAMP:20260619T203823
CREATED:20180207T210857Z
LAST-MODIFIED:20191022T191704Z
UID:32629-1537774200-1537817400@cfany.org
SUMMARY:Climate and ESG Asset Owner Summit
DESCRIPTION:Including the Launch of PRI & CFA Institute’s Report on ESG Integration in the AmericasA Climate Week NYC and a Global Goals Week event | Tom Brigandi’s 70th Society event\, 500th speaker & 13\,000th attendeeOne of the largest one-day gatherings of asset owner speaker representatives\, by assets under management\, in history:55 speakers and 260+ industry-leader attendees representing $9.5 trillion\, or 12%\, of total owned institutional assets globally\, and tens of trillions of dollars of institutionally managed assets | 5 CFA Societies speakingMonday\, September 24 | 7:30am – 7:30pm\nFollowed by a catered networking reception \nMembers: $55 \nNonmembers: $150 \nRequest InvitationAsset Owners are eligible for complimentary admission. \nAgenda\n\n\n7:30 AM | REGISTRATION & CONTINENTAL BREAKFAST\n\n7:50 AM | MASTERS OF CEREMONY INTRODUCTION\n\nThomas Brigandi\, Global Asset Owner Series Founder and Lead Organizer\, CFA Society New York \nHenry Shilling\, Chair\, Sustainable Investment Thought Leadership Group\, CFA Society New York \nDaniel Fridson\, Family Member\, Fridson Family Office \nDeepika Sharma\, CFA\, Director\, BlackRock \nRobert Discolo\, CFA\, CAIA\, Chief Investment Officer\, River Partners Family Office \nChristopher Cutler\, CFA\, Vice Chairman\, CFA Society New York \n\n\n7:55 AM | WELCOME ADDRESS\nChristopher Cutler\, CFA\, Vice Chairman\, CFA Society New York \n\n8:00 AM | SPECIAL GUEST KEYNOTE ADDRESS\nPaul Smith\, CFA\, Chief Executive Officer\, CFA Institute \n\n8:30 AM | KEYNOTE ADDRESS\nJessica Fries\, Executive Chairman\, The Prince’s Accounting for Sustainability Project (A4S) \n\n9:00 AM | AMERICAS NON-US PANEL\nIntroduced by: Robert Rowan\, Director of Asset Owner Series™\, CFA Society New York \nModerator \nChris Fowle\, Head of Americas\, Principles for Responsible Investment \nPanel \nJames Logush\, CFA\, Managing Director\, Canadian Pension Plan Investment Board (CPPIB) \nHilen Gabriela Meirovich\, Head of Climate Change\, Inter American Development Bank Invest \nAlison Schneider\, Head of Responsible Investment\, Alberta Investment Management Corporation (AIMCo) \nHugh O’Reilly\, President and CEO\, OPTrust \n\n10:15 AM | BREAK\n\n10:25 AM | SPECIAL ADDRESS\nIntroduced by: Thomas Brigandi\, Global Asset Owner Series Founder and Lead Organizer\, CFA Society New York \nSebastian Miralles\, CFA\, CAIA\, Founding Board Member and Current Board Director\, CFA Society Mexico \n\n10:30 AM | EUROPEAN ASSET OWNER ESG PERSPECTIVES\nIntroduced by: Diego Kuschnir\, Partner & Portfolio Manager\, Tudor\, Pickering\, Holt & Co. Asset Management \nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); & Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \nPanel \nAnna Pot\, Manager\, Responsible Investments\, APG Asset Management N.V. \nEila Kreivi\, Head of Capital Markets\, European Investment Bank (EIB) \nHiroshi Ozeki\, Managing Executive Officer\, Americas and Europe\, Nippon Life Insurance Company \nIsabelle Laurent\, Deputy Treasurer & Head of Funding\, European Bank for Reconstruction and Development (EBRD) \n\n\n\n11:40 AM | SPECIAL ADDRESS\nIntroduced by: Thomas Brigandi\, Global Asset Owner Series Founder and Lead Organizer\, CFA Society New York \nWill Goodhart\, Chief Executive Officer\, CFA Society United Kingdom \n\n\n11:50 AM | AFRICAN ASSET OWNER ESG PERSPECTIVES\nIntroduced by: Daniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \nModerator \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFA Society New York Asset Owner Advisory Board \nPanel \nDr. Daniel Matjila\, Chief Executive Officer\, South Africa Public Investment Corporation (PIC) \nUche Orji\, Chief Executive Officer\, Nigeria Sovereign Investment Authority (NSIA)\n \nRichard Byargugaba\, Chief Executive Officer\, National Social Security Fund (NSSF) Uganda\n \nIbrahima Kane\, Chief Executive Officer\, Sovereign Fund for Strategic Investments (FONSIS) Senegal\n \nAldo Tembe\, Chief Executive Officer\, Mocambique Previdente (Mozambique Provident) \nEbenezer Essoka\, Senior Advisor\, African Development Bank \n\n\n\n\n1:00 PM | LUNCHEON KEYNOTE SPEAKER\nIntroduced by: Henry Shillling\, Chair\, Sustainable Investment Thought Leadership Group\, CFA Society New York \nFred Krupp\, President\, Environmental Defense Fund \n\n1:15 PM | LUNCH\n\n1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD\nIntroduced by: Robert Rowan\, Director of Asset Owner Series™\, CFA Society New York \nMatthew J. Diserio\, President and Co-Founder\, Water Asset Management \n\n1:45 PM | G7 INVESTOR GLOBAL INITIATIVES KEYNOTE PANEL\nIntroduced by: Paul Smith\, CFA\, Chief Executive Officer\, CFA Institute \n\nEnhancing expertise in infrastructure financing and development in emerging and frontier economies;\nOpening opportunities for women in finance and investment worldwide; and\nSpeeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.\n\nModerator \nEd Hulina\, Head\, Global Institutional Partnerships\, CFA Institute \nPanel \nJérôme Lussier\, Director\, Investment Stewardship\, Caisse de dépôt et placement du Québec (CDPQ) \nTodd Hedtke\, Chief Investment Officer\, Allianz Life Insurance Company of North America \nSarah Takaki\, Senior Principal\, Responsible Investing\, Ontario Teachers’ Pension Plan \nMaurice Tulloch\, Chief Executive Officer\, International Insurance\, Aviva \nAlison Schneider\, Head of Responsible Investment\, Alberta Investment Management Corporation (AIMCo) \n\n2:30 PM | ESG ASSET OWNER PARTNERSHIP BETWEEN THE FINANCIAL AND POLITICAL CAPITALS OF THE WORLD – CFANY AND CFA WASHINGTON DC\nIntroduced by: Thomas Brigandi\, Global Asset Owner Series Founder and Lead Organizer\, CFA Society New York \nBill Scott\, CAE\, Chief Executive Officer\, CFA Society Washington\, DC \n\n2:35 PM | ESG ANALYTICS & PRI/CFA INSTITUTE AMERICAS ESG REPORT HIGHLIGHTS\nIntroduced by: Paul Kovarsky\, CFA\, Director of Institutional Partnerships\, CFA Institute \nModerator \nShaheen Contractor\, Environmental\, Social and Governance Group\, Bloomberg Intelligence \nPanel \nJustin Sloggett\, Head of Public Markets\, Principles for Responsible Investment \nMatt Orsagh\, CFA\, CIPM\, Director of Capital Markets Policy\, CFA Institute \n\n3:00 PM | BREAK\n\n3:15 PM | U.S. ASSET OWNER ESG PERSPECTIVES\n\n\nIntroduced by: Laura Nishikawa\, CFA\, Executive Director & ESG Research Director\, MSCI \nModerator \nDavid E. Ourlicht\, Investment Committee Chairman\, New York State Insurance Fund (NYSIF) \nPanel \nBrian Rice\, Portfolio Manager\, Corporate Governance Department\, California State Teachers’ Retirement System (CalSTRS) \nDivya Mankikar\, Head of ESG Integration\, California Public Employees’ Retirement System (CalPERS) \n\nAndrew Russell\, Director of Fixed-Income Investments for the Pension Boards – United Church of Christ (PB-UCC) \nWen-Fu Wu\, Head of Asset Allocation\, TIAA Insurance General Account \nAndrew Collins\, Director of ESG Investing\, San Francisco Employees’ Retirement System (SFERS) \n\n\n\n\n4:15 PM | SPECIAL KEYNOTE ADDRESS: APAC ASSET OWNER PERSPECTIVES\nIntroduced by: Thomas Brigandi\, Global Asset Owner Series Founder and Lead Organizer\, CFA Society New York \nHiro Mizuno\, Executive Managing Director & Chief Investment Officer\, Japan’s Government Pension Investment Fund (GPIF) \n\n4:45 PM | THINK TANK PERSPECTIVES ON ESG ECONOMIC & REGULATORY POLICIES\nIntroduced by: Robert Rowan\, Director of Asset Owner Series\, CFA Society New York \nModerator \nRobert Rowan\, Director of Asset Owner Series\, CFA Society New York \nPanel \nSonja Gibbs\, Senior Director of Global Capital Markets\, Institute of International Finance (IIF) \nScott E. Kalb\, Director of the Responsible Asset Allocator Initiative\, New America \n\n\n5:10 PM | SPECIAL PRESENTATION\nJennifer N. Coombs\, CRPC®\, Associate Professor\, College for Financial Planning \n\n\n\n5:15 PM | SPECIAL GUEST CLOSING KEYNOTE ADDRESS\nIntroduced by: Henry Shillling\, Chair\, Sustainable Investment Thought Leadership Group\, CFA Society New York \nFiona Reynolds\, Chief Executive Officer\, Principles for Responsible Investment \n\n5:30 PM | DAY SESSION CLOSING REMARKS\nThomas Brigandi\, Global Asset Owner Series Founder and Lead Organizer\, CFA Society New York\n\n5:35 PM | RECEPTION\n\n6:25 PM | EVENING SESSION OPENING REMARKS\nIntroduced by: THOMAS BRIGANDI\, Global Asset Owner Series Founder and Lead Organizer\, CFA SOCIETY NEW YORK \nFlavio Papelbaum\, CFA\, Board of Directors Secretary\, CFA Society Brazil \n\n6:30 PM | EVENING SESSION – JUNTO FOR SUSTAINABLE INVESTING PANEL\nIntroduced by: James A. Coppola\, Director of Institutional Relationships for the Americas\, CFA Institute \nModerator \nFrank Barbarino\, CAIA\, Senior Investment Officer\, NYC Office of the Comptroller \nPanel \nDave Jones\, California Insurance Commissioner\, California Department of Insurance \nTapiwa Sikipa\, Senior Portfolio Manager\, World Bank \nAdam Phillips\, Senior Associate\, ESG and Special Projects\, United Nations Joint Staff Pension Fund (UNJSPF) \nJohn C. S. Anderson\, Head of Corporate Finance\, Manulife \n\n7:30 PM | ADJOURNMENT\nRobert Discolo\, CFA\, CAIA\, Chief Investment Officer\, River Partners Family Office \n\nOverview\nThe systematic integration of environmental\, social and governance (ESG) factors into investment strategies\, and investment decision making across asset classes\, has been gaining traction globally.  Asset owners around the world were early adopters of sustainable investment commitments\, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term\, sustainable\, risk-adjusted returns\, consistent with their fiduciary duty. \nIn this first annual Climate and ESG Asset Owner Summit event\, scheduled to take place during Climate Week in NYC\, CFA Society New York (CFANY) is dedicating a full day to the rise and status of sustainable investing among asset owners\, by featuring addresses and panel discussions led and informed by asset owner representatives covering five continents. These will focus on ESG trends and developments across North America\, Latin America\, Europe\, Asia\, and Africa\, and offer regional perspectives\, unique challenges and opportunities\, and their outlooks. \nAhead of this event\, CFANY\, CFA Institute and 23 other CFA societies across the world have teamed up with Principles for Responsible Investment (PRI) to conduct a comprehensive 2017 global ESG integration study covering equities\, bonds and sovereign debt.  The study results are expected to be published in the form of four separate reports\, each covering ESG trends in the Americas\, Europe and APAC\, supplemented by a fourth report consisting of case studies.  Based on an initial analysis of the results\, the report covering the Americas supports previous CFA Institute survey findings\, showing that risk analysis and client demand are the main reasons for taking ESG integration into consideration in the investment process.  The report’s findings for the Americas will be published in advance of the ESG Asset Owner Summit\, and its conclusions will be introduced and discussed at that time. \nAsset Owner Organizations Speaking\n\nAllianz Life Insurance General Account\nOntario Teachers Pension Plan\nNew York City Retirement Systems\nCanadian Pension Plan Investment Board (CPPIB)\nNippon Life Insurance Company\nAPG Asset Management N.V.\nAlberta Investment Management Corporation (AIMCo)\nUnited Nations Joint Staff Pension Fund (UNJSPF)\nCalifornia State Teachers’ Retirement System (CalSTRS)\nCalifornia Public Employees’ Retirement System (CalPERS)\nTIAA Insurance General Account\nSouth Africa Public Investment Corporation (PIC)\nNigeria Sovereign Investment Authority (NSIA)\nNational Social Security Fund (NSSF) Uganda\nSovereign Fund for Strategic Investments (FONSIS) Senegal\nMocambique Previdente (Mozambique Provident)\nJapan’s Government Pension Investment Fund (GPIF)\nEuropean Investment Bank (EIB)\nInter American Development Bank\nWorld Bank\nCaisse de dépôt et placement du Québec (CDPQ)\nPension Boards – United Church of Christ (PB-UCC)\nThe Prince’s Accounting for Sustainability Project (A4S)\nAviva Insurance\nEuropean Bank for Reconstruction and Development (EBRD)\nEnvironmental Defense Fund\nCalifornia Insurance Commissioner\nNew York State Insurance Fund (NYSIF)\nOPTrust\nManulife\nSan Francisco Employees’ Retirement System (SFERS)\nAfrican Development Bank (AfDB)\n\nSelected Asset Owner Organizations Attending\n\nNew York State Common Retirement Fund\nKorea’s National Pension Service\nFrance’s Caisse des Dépôts et Consignations\nChubb / ACE Insurance General Account\nChicago Teachers’\nGlenmede Trust\nNatal Joint Municipal Pension Fund\nTiedemann Wealth Management\nTrinity Wall Street\nProsperity Life Insurance Co.\nKenya Power Pension Fund\nMetlife\nBotswana Insurance Holdings Limited\nMerck Family Fund\nUC Davis Foundation\nPrudential\nBrazil’s Banco Nacional de Desenvolvimento Econômico e Social (BNDES)\n\n\n\n\n\n\n\n\n\nAmong many others…\n\n\n\n\n\n\n\n\n×Asset Owners: Request Complimentary Admission to this EventCloseSeries Sponsors and PartnersFounding SponsorGold SponsorSilver SponsorPartnersNOTE \nModerators 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*Includes both Series sponsors and partners\, as well as individual-event sponsors and partners. \nEvent Sponsors and PartnersPartnersLunch SponsorWho 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. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFA Society New York’s code of conduct. Seats 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/climate-and-esg-asset-owner-summit/
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:20180925T173000
DTEND;TZID=America/New_York:20180925T210000
DTSTAMP:20260619T203823
CREATED:20180314T224311Z
LAST-MODIFIED:20191022T191540Z
UID:34287-1537896600-1537909200@cfany.org
SUMMARY:4th National Pension Funds Conference
DESCRIPTION:Become a MemberAsset Owner SeriesPlease Note: Completion of the online registration process does not guarantee your admission. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny admission to any individual registrant\, at any point\, based on a variety of factors. Denied registrants will have their paid registration fees refunded in full. \nIn situations concerning or related to registration capacity\, admission will be decided on a case-by-case basis. At the sole discretion of CFA Society New York\, priority will be afforded to members of CFA Society New York and—in the case of Asset Owner Series events—confirmed asset owners. \n\nAOS “Pensions” Triple-Conference Bundle\nAttend all three events for $125 ($350 for nonmembers) \nBundle HomepageMember RegistrationRequest InvitationAgenda\n5:30 PM | CHECK-IN \n\n5:58 PM | WELCOMING REMARKS \nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nRobert Rowan\, Director of Asset Owner Series™\, CFA Society New York \n\n6:00 PM | KEYNOTE ADDRESS \nSudhir Rajkumar\, Representative of the Secretary-General (RSG)\, Investment Management Division\, United Nations Joint Staff Pension Fund (UNJSPF) \n\n6:20 PM | PANEL \nModerator \nM. Nicolas J. Firzli\, Director-General\, World Pensions Council (WPC); & Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \nSpeakers \nSARAH TAKAKI\, Senior Principal\, Responsible Investing\, Ontario Teachers’ Pension Plan \nAlison Schneider\, Head of Responsible Investment\, Alberta Investment Management Corporation (AIMCO) \nRichard Byargugaba\, Chief Executive Officer\, National Social Security Fund (NSSF) Uganda \nRichard Grottheim\, Chief Executive Officer\, AP7 \n\n7:40 PM | CLOSING KEYNOTE SPEECH \nJoe Cavatoni\, Managing Director\, WGC USA INC \n\n8:00 PM | SPONSOR CLOSING REMARKS AND RECEPTION \nBridget McKenna\, CFA\, Nuveen\, a TIAA Company \n\n9:00 PM | ADJOURNMENT \nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nREGISTRATION & FEESTO ATTEND\nMembers: $55 \nMember RegistrationNonmembers: $150 \nRequest InvitationAsset Owners are eligible for complimentary admission. \nOverviewThe 4th Annual National Pensions Conference 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. In particular\, we’ll explore\, in detail\, the trends towards sustainable investing and allocation to ESG factors at national pension funds\, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes\, National Pension have generally been yield-seeking\, long-term investors which have allocated heavily private markets in the last decade. In that setting\, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways\, benchmarks focused on long-term value creation and evaluation of internal and external managers. Series Sponsors and PartnersFounding SponsorGold SponsorSilver SponsorPartnersNOTE \nModerators 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*Includes both Series sponsors and partners\, as well as individual-event sponsors and partners. \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. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFA Society New York’s code of conduct. Seats 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/4th-annual-national-pension-funds-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
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:20180927T180000
DTEND;TZID=America/New_York:20180927T200000
DTSTAMP:20260619T203823
CREATED:20180713T185209Z
LAST-MODIFIED:20180925T183803Z
UID:39487-1538071200-1538078400@cfany.org
SUMMARY:Impact of 2017 Tax Reform Act
DESCRIPTION:Impact of 2017 Tax Reform ActThursday\, September 27 \n6:00 – 8:00 PM \nFollowed by a Catered Networking Reception \nBecome a MemberFinancial Reporting and AnalysisREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only  \nRegister for LivestreamOverviewThe 2017 Tax Reform Act introduces substantial changes to many areas of the U.S. tax system\, including the taxation of individuals\, businesses in all industries\, multinational enterprises\, and other areas. Our panel experts will provide a summary of the key features of the new law and focus on the financial reporting and investment implications of the changes. Our expert panelists will discuss how the corporations and taxpayers can plan or prepare prior to year-end: \n\nA permanent reduction in the statutory C corporation tax rate to 21%\, repeal of the corporate alternative minimum tax (AMT)\, and a broad limitation of the deduction for interest expense\nFundamental changes to the taxation of multinational entities\nChanges to the taxation of executive compensation and employee benefits\nA temporary “expensing” provision that allows taxpayers to immediately write-off the cost of qualifying a new property\nA temporary new deduction for certain kinds of domestic income from partnerships\, S corporations\, and sole proprietorships\nSignificant changes relevant to the taxation of tax-exempt organizations\, insurance businesses\, financial institutions\, regulated investment companies (RICs)\, and real estate investment trusts (REITs)\nTemporary reductions in the individual income tax rates\, accompanied by new limits on itemized deductions.\n\nOur panel experts will also discuss the potential impacts in public company tax footnote disclosure and financial impacts. \nLearning Outcomes\nThis program will provide a concise guidance on the following for corporations and other business entities:\n\nSAB 118\nKey changes to the taxation of business taxpayers\nConsiderations related to accounting methods\, deductible items\, and other items\, such as the 100% bonus depreciation rule applies through 2022 and then ratably phases down over the succeeding five years\, etc.\nCompensation-related considerations?\nConsiderations for passthrough entities – Temporary deduction against business income earned by pass-through entities\nConsiderations for multinational businesses:\nA minimum tax on “global intangible low-taxed income” (GILTI)\nAdditional anti-base erosion measures -a base erosion anti-abuse tax (BEAT)\nState and local tax considerations\n\nKey changes to the taxation of individuals:\n\nlower tax rate\ndeductions & credits\, etc. \nwhat individual taxpayers should do to prepare the year-end filing\n\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 1.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \nAgenda\n5:30 PM | REGISTRATION \n\n6:00 PM | OPENING REMARKS \n\nArthur Fliegelman\, CFA \n\n\n6:05 PM – 6:30 PM | KEYNOTE PRESENTATION \n\nGary R. Buesser\, CFA\, Board member\, Financial Accounting Standards Board \n\n\n6:30 PM – 7:10 PM | PANEL DISCUSSION \nFINANCIAL REPORTING BY CORPORATIONS \n\nOverview of SEC Staff Accounting Bulletin Number 118\nOverview of how the act impacts corporations and pass-through entities\n\n\nCORPORATE TAXPAYERS \n\nA permanent reduction in the statutory C corporation tax rate to 21%\, repeal of the corporate alternative minimum tax (AMT)\, and a broad limitation on the deduction of interest expenses\nFundamental changes to the taxation of multinational entities\nChanges to the taxation of executive compensation and employee benefits\nA temporary “expensing” provision that allows taxpayers to immediately write- off the cost of a qualifying new property\nA temporary new deduction for certain kinds of domestic income from partnerships\, S corporations\, and sole proprietorships\nWhat corporations should do to prepare their year-end filing\n\n\nINDIVIDUAL TAXPAYERS \n\n Lower tax rate\, deductions & credits\, etc.\nSignificant changes relevant to the taxation of tax-exempt organizations\, insurance businesses\, financial institutions\, regulated investment companies (RICs)\, and real estate investment trusts (REITs)\nTemporary reductions in the individual income tax rates\, accompanied by new limits on itemized deductions\nWhat individual taxpayers should do to prepare the year-end filing\n\n\nFINANCIAL IMPACTS FORECASTS – INVESTMENT ANALYSIS \n\nAnnouncements and assessments by public companies in 2018 SEC filings\nIndustry impacts\n\n\n7:10 PM | Q&A \n7:30 PM | CLOSING REMARKS \n7:35 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/impact-of-2017-tax-reform-act/
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:20181002T170000
DTEND;TZID=America/New_York:20181002T200000
DTSTAMP:20260619T203823
CREATED:20180301T170601Z
LAST-MODIFIED:20180925T223257Z
UID:33801-1538499600-1538510400@cfany.org
SUMMARY:3rd Annual Global Macro Outlook
DESCRIPTION:An Alternatives Strategy Event3rd Annual Global Macro OutlookTuesday\, October 2 | 5:00 – 8:00 PM \nBecome a MemberAlternative Investments GroupREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFree Available to Members Only \nRegister for LivestreamOverview Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition\, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape. \nA distinguished group of investors and research practitioners share their experiences in implementing global macro investing strategies\, and how they aim to produce prudent risk-adjusted returns. \nAgenda\n5:00 PM – Registration \n\n5:20 PM – Welcome & Opening Remarks \n\n5:25PM – Fireside Chat: U.S. Economy and its implications for the rest of the world \n\nSteven Blitz\, Chief U.S. Economist\, TS Lombard \nNancy Davis\, Managing Partner & CIO\, Quadratic Capital Management LLC \n\n\n6:15 PM – Manager’s Panel: Global Macro trends within the context of multi-asset investing \n\nAlexander Campbell\, Founder and CEO\, Black Snow Capital \nWei Peng\, CFA\, Portfolio Manager\, Inyo Capital Management \nAndrew Quinn\, CFA\, Portfolio Manager\, AQR Capital Management \nTimothy Rudderow\, President & Cio\, Mount Lucas Management \nModerator: \nDon Rissmiller\, Chief Economist\, Strategas Research Partners \n\n\n7:15 PM – Closing Remarks \n\n 7:20 pm – Reception \nLearning Outcome Statements\n\nWhat are the key macro trends today?\nWhat are the dominant political and economic forces that speakers foresee impacting markets in the future\nHow is macro strategy implementation changing\nWhy have many macro managers struggled to generate attractive returns over the course of the past few years?\nWhat investment opportunities do the speakers see across commodities\, interest rates\, equities and foreign/crypto exchange?\n\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 3.0 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \nLocation CFA Society New York 1540 Broadway – Suite 1010 45th St. Entrance \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/global-macro-and-commodities-outlook-an-alternatives-strategy-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181011T173000
DTEND;TZID=America/New_York:20181011T210000
DTSTAMP:20260619T203823
CREATED:20180315T161432Z
LAST-MODIFIED:20250609T201116Z
UID:34319-1539279000-1539291600@cfany.org
SUMMARY:3rd Annual Multi Family Office Conference
DESCRIPTION:Become a MemberAsset Owner SeriesREGISTRATION & FEESTO ATTEND\nMembers: $55 \nRegister NowNonmembers: $150 \nAsset Owners are eligible for complimentary admission. \nRequest Complimentary InvitationRequest Complimentary InvitationAgenda\n5:30 PM | CHECK-IN \n\n5:58 PM | WELCOMING REMARKS \nMaria Weitzer\, CFA\, Director\, TAG Associates; Board of Directors\, CFANY \n\n6:00 PM | KEYNOTE ADDRESS \nKristina Hooper\, CFP\, CAIA\, CIMA\, ChFC\, Chief Global Market Strategist\, Invesco \n\n6:20 PM | PANEL \nModerator \nJonathan Tucker\, CFA\, Managing Director\, Summit Rock Advisors \nSpeakers \nRobert Davis\, CFA\, CAIA\, Partner & Chief Investment Officer\, Round Table Wealth Management \nMatthew Gelfand\, Ph.D.\, CFA\, CFP\, Managing Director\, Rockefeller Capital Management \nCharles Stucke\, CFA\, Chief Executive Officer\, Lepercq de Neuflize Asset Management LLC \nSusan Webb\, Founder\, President\, CIO\, Appomattox Advisory\, Inc \n\n7:40 PM | CLOSING KEYNOTE SPEECH \nMetrics: Well Done or Overdone?\nCharlotte Beyer\, Founder\, Institute for Private Investors \n\n8:00 PM | SPONSOR CLOSING REMARKS AND RECEPTION \nJohn Penney\, CFA\, Regional Director\, Invesco \n\n9:00 PM | ADJOURNMENT \nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nREGISTRATION & FEESTO ATTEND\nMembers: $55 Nonmembers: $150 \nAsset Owners are eligible for complimentary admission. \nRequest InvitationAsset Owner SeriesOverviewThe 3rd 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.Series Sponsors and PartnersFounding SponsorGold SponsorSilver SponsorPartnersNote \nModerators 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. This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFA Society New York’s code of conduct. Seats 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-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
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181015T130000
DTEND;TZID=America/New_York:20181015T200000
DTSTAMP:20260619T203823
CREATED:20180915T000309Z
LAST-MODIFIED:20250609T200759Z
UID:41123-1539608400-1539633600@cfany.org
SUMMARY:2nd Annual AI and the Data Revolution Conference
DESCRIPTION:OverviewArtificial 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 know how to adopt these new technologies may have an edge; fundamental analysts and PMs may evolve to quantamental. Quants will rely more on an AI-based modeling to incorporate qualitative factors. Nonetheless\, 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. \nThis conference will examine the effects of AI driven methods of analysis\, new data sets and increased computing power on the investment process. We will bring together experts\, practitioners\, academics and innovators to present their research\, express their views and discuss how AI and the Data Revolution is impacting investment management. \nAgenda1:00 PM | REGISTRATION \n\n1:30 PM | OPENING REMARKS \n\nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360\, LLC \n\n\n1:35 PM |  THE STATE OF INNOVATION IN INVESTMENT MANAGEMENT \n\nIntroduced By \nArthur Weise\, CFA\, Portfolio Manager and Strategic Consultant \n\nSpeaker \nMatt Kummell\, Head of North America\, Business Advisory Services\, Citi \n\n\n2:30 PM |  USING DATA TO MEASURE THE INTRINSIC VALUE OF COMPANIES \n\nMichael Recce\, Chief Data Scientist\, Neuberger and Berman \n\n\n3:15 PM |  KEYNOTE PRESENTATION \n\nIntroduced By \nJoe Iagulli\, CFA\, Research Analyst\, Bessemer Trust \n\nSpeaker \nBill Dague\, Head of Alternative Data\, NASDAQ \n\n\n4:00 PM |  BREAK \n\n4:15 PM |  DISRUPTING INVESTMENT ANALYSIS THROUGH DATA AND DATA SCIENCE \n\nModerator \nPeter Went\, PH.D.\, CFA\, Columbia University \n\nPanelists \nKatya Chupryna\, Chief Strategy Officer\, Thinknum \nStephen Mathai-Davis\, CFA\, CQF\, Co-Founder\, Quantamize\, LLC \nSandeep Varma\, CFA\, CEO & Co-Founder\, Equity Data Science \n\n\n5:15 PM |  HOW TO GET VALUE FROM AI IN FINANCE: PRINCIPLES & GOOD PRACTICES \n\nStefan Jansen\, CFA\, Founder and Lead Data Scientist\, Applied AI \n\n\n6:00 PM |  REVOLUTIONIZING ASSET MANAGEMENT THROUGH MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE \n\nModerator \nPeter Went\, PH.D.\, CFA\, Columbia University \n\nPanelists \nJohn Alberg\, Co-Founder and Principal\, Euclidean Technologies \nLilian L. Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\n\n7:00 PM |  CLOSING REMARKS \n\nKelly Ye\, CFA\, Director of Research\, IndexIQ \n\n\nREFRESHMENTS & NETWORKING \nAdditional DetailsLearning Outcome Statements \n\nGain an understanding of current developments AI and other methods of analysis\, new data sets and advanced computing.\nUnderstand areas of investment management 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\nEvent Media & Related ContentSee agenda from last year’s AI & the Data Revolution Series Kickoff \nFor a recap of last year’s conference\, plus the full conference video\, click here.
URL:https://cfany.org/event/2nd-annual-ai-and-the-data-revolution-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Fintech Thought Leadership Group
GEO:40.7579565;-73.9846558
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