BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:CFA Society New York
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20180311T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20181104T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20190310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20191103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;VALUE=DATE:20180613
DTEND;VALUE=DATE:20180615
DTSTAMP:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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:20260619T220429
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
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:20181015T130000
DTEND;TZID=America/New_York:20181015T200000
DTSTAMP:20260619T220429
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
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:20181018T180000
DTEND;TZID=America/New_York:20181018T200000
DTSTAMP:20260619T220429
CREATED:20180613T165522Z
LAST-MODIFIED:20181015T210415Z
UID:37939-1539885600-1539892800@cfany.org
SUMMARY:CFANY Call for Candidates
DESCRIPTION:CFANY Call for CandidatesRegister to AttendCandidate Application FormsThis 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 AttendCandidate Application FormsLocation\nCFANY Conference Center\n1540 Broadway (45th St. Entrance) \nRegistration\nFree\nAvailable to Members Only \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/cfany-call-for-candidates-2/
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:20181025T173000
DTEND;TZID=America/New_York:20181025T210000
DTSTAMP:20260619T220429
CREATED:20180315T162052Z
LAST-MODIFIED:20190925T192600Z
UID:34321-1540488600-1540501200@cfany.org
SUMMARY:2nd Multiemployer Pension Conference
DESCRIPTION:Agenda\n5:30 PM | CHECK-IN \n\n5:58 PM | WELCOMING REMARKS \nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \n\n6:00 PM | STATE OF THE UNIONS PANEL – PUTTING BENEFICIARIES FIRST \nModerator \nRandy DeFrehn\, CEO\, DeFrehn and Associates \nPanelists \nJeffery G. Stein\, General Counsel\, 1199SEIU Benefit and Pension Funds \nMichael Joyce\, Senior Vice President\, Segal Marco Advisors \nJani K. Rachelson\, Partner\, Cohen\, Weiss and Simon\, LLP \n\n7:00 PM | UNION PENSION INVESTMENT PANEL \nModerator \nChristopher Brockmeyer\, Director of Employee Benefit Funds\, Broadway League \nSpeakers \nRobert Ball\, Chief Investment Officer\, Joint Industry Board of the Electrical Industry \nMarc Perrone\, Chairman\, UFCW National Pension Fund \nRyk Tierney\, Executive Director\, IAM National Benefit Fund \n\n8:00 PM | CLOSING REMARKS AND RECEPTION \nJoe Cavatoni\, Managing Director\, World Gold Council \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 SeriesOverview Multiemployer Pension plans\, which are operated by groups of companies together with officials of a union that represents their workers\, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades\, where the workers move from job to job\, taking their benefits with them. The trucking\, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1\,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans\, they have recovered significantly since 2009. ‎The conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets\, but also the low interest rate environment. Speakers at this event are some of the most sophisticated multiemployer (union) CIOs\, overseeing $48 billion in assets. 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; jacket\, slacks\, and formal shoes required \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. 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/2nd-multiemployer-union-pension-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:20181101T180000
DTEND;TZID=America/New_York:20181101T210000
DTSTAMP:20260619T220429
CREATED:20181009T220709Z
LAST-MODIFIED:20181031T214624Z
UID:42173-1541095200-1541106000@cfany.org
SUMMARY:4th Annual Thinking Beyond the Transition for Veterans
DESCRIPTION:4th Annual Thinking Beyond the Transition for VeteransThursday\, Nov. 1\, 2018 | 6:00 pm -9:00pmBecome a MemberVeterans RoundtableVeterans & Military PersonnelRegistration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form\, with proof\, below. \nComplimentary Admission×Complimentary Registration Request \n                 \n \n                        Attend or LivestreamWould you like to be registered to attend the event\, or would you prefer to follow along via Livestream? Select event format.*\n			\n				\n				Attend Event\n			\n			\n				\n				Livestream Access\n			Your InformationName*\n                            \n                            \n                                                    \n                                                    First\n                                                \n                            \n                            \n                                                    \n                                                    Last\n                                                \n                            \n                        Phone*Company* Do you have a military (.mil) email address?*\n			\n				\n				Yes\n			\n			\n				\n				No - I will provide another form of proof.\n			Email*\n                                \n                                    \n                                    Enter Email\n                                \n                                \n                                    \n                                    Confirm Email\n                                \n                                \n                            Use your .mil email.Email*\n                            \n                        Please Provide ProofPlease provide proof of military experience by providing a link to your LinkedIn account\, uploading relevant documentation\, or explaining in the field below.LinkedIn Profile\n                    \n                FileMax. file size: 128 MB.Please ExplainNo LinkedIn or relevant documentation to share? Do your best to explain here—we're eager to help.\n          \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ \n                        \n		                \n		                \n CloseNon-Veterans RegistrationMembers : $ 10 | Nonmembers: $ 20 \nRegister to AttendLivestream RegistrationFree to Members | Not Available to Nonmembers \nVeterans & Military Personnel: Complete our COMPLIMENTARY ADMISSION FORM to obtain free livestream access.\nRegister For LivestreamOverview\nThe November 1st event explores how veterans focused on financial fields can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. When veterans feel they are making meaningful contributions\, employers are much more likely to see the lasting benefits of veteran hiring. The evening features a keynote discussion by Greg Parsons\, CEO of Semper Capital Management\, L.P. with $3 Billion AUM. Greg served in the United States Marine Corps and is a supporter of various Veterans Service Organizations. Following the keynote\, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance. A Q&A session will follow\, concluding with a networking reception. \n\nLearning Outcome Statements: \n\nUnderstand how to leverage background in military service to transition successfully\nFocus on key highlights for selling differentiated skill set\nLearn how to translate language from military to finance\nLearn what key points to focus on in job search\, resume conversion\, and interview prep\nLearn about CFANY and CFA Institute’s Career Guide: Veterans Edition\n\nAgenda\n5:45 : Registration \n\n6:00: Networking \n\n6:30: Opening Remarks & Introduction to Keynote Speaker \n\n7:00: Veteran Transition Panel \n\n8:00: Closing Remarks & Networking Reception
URL:https://cfany.org/event/4th-annual-thinking-beyond-the-transition-for-veterans/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Veterans
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181105T160000
DTEND;TZID=America/New_York:20181105T200000
DTSTAMP:20260619T220429
CREATED:20180926T195248Z
LAST-MODIFIED:20250609T201241Z
UID:41892-1541433600-1541448000@cfany.org
SUMMARY:2nd Annual FinTech Symposium: A Look into the Future
DESCRIPTION:2nd Annual FinTech Symposium:A look into the Future \nMonday\, Nov. 5 | 4:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberFintech Leadership GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendLIVESTREAM\nFree Members Only \nRegister for LivestreamOverview Taking place in tandem with the CFA Institute’s Equity Research and Valuation Conference\, innovators\, investment practitioners\, academics and other experts will present and discuss their research and ideas as we take a look into the future of the investment industry. \nLearning Outcome Statements\n\nGain insight into advances and developments in equity research techniques\, valuation and portfolio management\nUnderstand areas of financial services where blockchain\, data science\, and digital platforms are having an impact now and in the future.\nDiscuss best practices in adopting and incorporating potential new developments into practice management.\n\nAgenda\n4:00 PM | REGISTRATION & NETWORKING \n\n4:25 PM | OPENING REMARKS \nMaria Weitzer\, CFA\, Director\, Portfolio Management\, TAG Associates LLC \n\n4:30 PM | WELCOMING REMARKS \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360\, LLC \n\n4:35 PM | KEYNOTE \nMeltem Demirors\, Chief Strategy Officer\, CoinShares \n\n5:20 PM | NETWORKING BREAK \n\n5:30 PM | INNOVATORS & INCUMBENTS PANEL \nModerator \nMee Warren\, CFA\, CAIA \n\nPanelists \nDanielle Kuchinskas\, CFA\, Accenture Banking & Capital Markets Strategy \nAlessia Falsarone\, FSA\, Managing Director\, PineBridge Investments \nKatya Chupryna\, Chief Strategy Officer\, Thinknum \nBeatrice O’Carroll\, Head of Institutional Sales\, Circle \n\n6:30 PM | INVESTORS PANEL \nModerator \nIrina Tanenbaum\, COO\, HomeoLux \n\nPanelists \nSelena Singleton\, Director\, New York Life Ventures \nAnna Garcia\, CFA\, Co-Founder and Partner\, Runway Venture Partners \nKristy Gilbert\, Investment Partner\, Sightway Capital \n\n7:30 PM | CLOSING REMARKS \n\n7:35 PM | CATERED NETWORKING RECEPTION \nSponsor 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. Agenda\n4:00 PM | REGISTRATION & NETWORKING \n\n4:30 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360\, LLC \n\n4:35 PM | INNOVATORS & INCUMBENTS PANEL \nModerator \nMee Warren\, CFA\, CAIA \n\nPanelists \nDanielle Kuchinskas\, CFA\, Accenture Banking & Capital Markets Strategy \nAlessia Falsarone\, FSA\, Managing Director\, PineBridge Investments \nKatya Chupryna\, Chief Strategy Officer\, Thinknum \n\n5:30 PM | INVESTORS PANEL \nSelena Singleton\, Director\, New York Life Ventures \nAnna Garcia\, CFA\, Co-Founder and Partner\, Runway Venture Partners \n\n6:30 PM | KEYNOTE \nMeltem Demirors\, Chief Strategy Officer\, CoinShares \n\n7:30 PM | CLOSING REMARKS \n\n7:35 PM | CATERED NETWORKING RECEPTION
URL:https://cfany.org/event/2nd-annual-fintech-symposium-a-look-into-the-future/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181106T173000
DTEND;TZID=America/New_York:20181106T200000
DTSTAMP:20260619T220429
CREATED:20180821T224658Z
LAST-MODIFIED:20181106T165114Z
UID:40531-1541525400-1541534400@cfany.org
SUMMARY:Risky Business - Managing Risk Today for Tomorrow's Uncertainty
DESCRIPTION:Risky Business – Managing Risk Today for Tomorrow’s UncertaintyTuesday\, Nov. 6 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBusiness Management GroupPerformance and Risk Analytics Research GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendCOMPLIMENTARY LIVESTREAM\nMembers Only \nRegister for LivestreamOverview This event will focus on the risk management frameworks for financial service s companies. There are multiple layers of risk\, several regulatory bodies that define risk\, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify\, measure\, monitor\, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own. \n\nLearning Outcomes\n\nHow/when to use risk appetite statements\nDeveloping and managing the control environment\nKey Risk Indicators – what they\, how do you use them\, and how do they differ from Key Performance Indicators\nDevelopment and importance of risk assessments\nThe role that company size and culture plays in the way a firm views risk\n\n\nFeatures\, Benefits\, Values\nThis event will help members an dot hers gain insight into how different firms define risk and how they go about managing it as part of their day – to-day business. The audience should walk away with an under standing of how/when risk appetite statements are developed\, examples of how control environments are managed\, what/what kind of Key Risk Indicators are used to monitor risk\, and the purpose/importance of risk assessments.Agenda\n5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Chair of the GARP Committee \n\n6:05 PM | PANEL DISCUSSION \nModerator \nJoanna Horowitz\, CFA\, Senior Consultant\, Alternative Investment advisory and Corporate Responsibility & Diversity Lead\, Monticello Consulting \nSpeakers \nJohn Robbins\, CCO\, ICE Data Services \nKen Tays\, Governance Risk and Control Practice Leader\, Broadridge Consulting \nDan Nikci\, CPA\, Principal\, Applied Fund Solutions\, LLC \nJohn Holzwarth\, CCO & Director\, Perkins Fund Marketing \n\n7:00 PM | CLOSING REMARKS \nAlton Crooks\, CFA\, MBA\, Chair of the Business Management Committee \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/risky-business-risk-management-is-business-management/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Business Management,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:20181107T173000
DTEND;TZID=America/New_York:20181107T200000
DTSTAMP:20260619T220429
CREATED:20180821T222949Z
LAST-MODIFIED:20181107T160357Z
UID:40513-1541611800-1541620800@cfany.org
SUMMARY:China - A First World Economy?
DESCRIPTION:China – A First World Economy?Wednesday\, Nov. 7 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberGlobal Investing GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister to AttendCOMPLIMENTARY LIVESTREAM\nMembers Only \nRegister for LivestreamOverview Our panel will discuss the questions on China that are top-of-mind for investors around the world. China is perhaps the most important variable in global trade\, economic growth\, and the capital markets. \nWe will explore China’s aspirations to be a First World nation\, its secular shift into higher-margin businesses\, and to a consumer-led economy. We will posit and discuss scenarios for varying levels of China’s success\, and ramifications for investors of all sizes and geographies. \nLearning Outcomes\n\nWhere is China in the economic cycle\, differentiating between Secular momentum and Cyclical factors?\nHow are they doing in their shift from Export-led economy to Consumer-driven economy?\nCan they shift from low-margin to high-margin businesses?\nReview and outlook for domestic debt.\nReview and outlook for Trade Wars with US.\nWhat are the unique characteristics of the Chinese onshore bond and equity markets?\nWhat are the opportunities and challenges for onshore Chinese bond and equity market investors?\nWhat are the ways of entering into the Chinese financial markets?\nWhat is the level of sophistication of Chinese derivatives markets? How does it help or challenge hedging?\nWhat to expect in the RMB FX market?\n\nAgenda\n5:30 PM | REGISTRATION \n\n6:00 PM | WELCOMING REMARKS \nDavid Allen\, CFA\, Co-Chair\, Global Investing Group\, CFA Society New York \n\n6:05 PM | SPEAKERS’ PRESENTATIONS \n\n6:45 PM | PANEL DISCUSSION \nModerator \nMary Wadsworth Darby\, Chief Representative\, CKGSB Americas \nSpeakers \nKevin Chen\, Chief Economist\, Horizon Financial \nJames M. Donald\, CFA\, Head of Emerging Markets\, Lazard Asset Management \nJukka Pihlman\, Global Head\, Central Banks and Sovereign Funds\, Standard Chartered Bank \nPaul Wolansky\, Chairman\, The Cathay Capital Group \n\n7:45 PM | Q & A \n\n8:00 PM | CLOSING REMARKS \nMartin Pomp\, CFA\, Global Investing Group\, CFA Society New York \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/china-a-first-world-economy/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181128T180000
DTEND;TZID=America/New_York:20181128T200000
DTSTAMP:20260619T220429
CREATED:20180716T190306Z
LAST-MODIFIED:20181114T171148Z
UID:39510-1543428000-1543435200@cfany.org
SUMMARY:Is Financial Reporting Better or Worse Than Ever
DESCRIPTION:Is Financial Reporting Better or Worse than EverWednesday\, November 28 | 6:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only  \nRegister for LivestreamFinancial Reporting and Analysis GroupBecome a MemberOverview\n  \nJack Ciesielski published The Analyst’s Accounting Observer over 26 years and engaged frequently with both standard setters and analysts over that span. His observations on how accounting and financial reporting have changed over the years should give you fresh ideas on how to assess the companies that you analyze. The program will discuss improvements in financial reporting over the year\, and the problems that still need to be addressed. Mr. Ciesielski has served on many financial reporting committees including for FASB and the CFA Institute. \nLearning Outcomes\n\nWhy financial reporting is better than it was 30 years ago\nWhere accounting still needs to improve\nAreas on which investors should focus\n\nAgenda\n5:30 pm | Registration \n\n6:00 pm | Opening Statement \n\n6:05 pm | Keynote Presentation \nJack Ciesielski\, Owner\, R.G. Associates\, Inc. \n\n7:05 pm | Closing Remarks \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\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/is-financial-reporting-better-or-worse-than-ever/
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:20181129T180000
DTEND;TZID=America/New_York:20181129T200000
DTSTAMP:20260619T220429
CREATED:20180917T221542Z
LAST-MODIFIED:20181129T182711Z
UID:41154-1543514400-1543521600@cfany.org
SUMMARY:Insurance as an Asset Class
DESCRIPTION:Insurance as an Asset ClassThursday\, November 29 | 6:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberAlternative Investment GroupREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $75 \nRegister to AttendCOMPLIMENTARY LIVESTREAM\nFree\nMembers Only \nRegister for LivestreamOverview Institutions and Individuals looking to build a diversified portfolio of financial assets usually face the issue of high correlation. This has become an even more acute problem as financial markets have integrated around the world and technology has simplified the access to once arcane asset classes to the average investor. \nOne of the few asset classes that still remains largely independent from the correlation to financial markets is investment in insurance. Insurance policies valuations are largely based on the factors that directly affect each unique policy or group of policies. \nIn its first Insurance as an Asset Class event\, CFANY has invited managers focused on investing in two large groups of insurance investments: Life Settlements and Catastrophe Insurance. \nThe Life Settlements business started with the AIDS crisis in the 1980s and quickly evolved into a very technical business where insurance policies were exchanged for cash based on estimations on people’s mortality. New investors (including Warren Buffet) brought valuation methods and capital to the industry\, helping to turn it into an asset class in the last 15 years. \nCatastrophe Insurance investing started based on the need for the Re-Insurance market to efficiently tap into additional capital to diversify the risk of large but uncertain insurance policies. The securitization of that re-insurance risk in a bond format draw demand from fixed income funds initially. As the number of issues increased\, dedicated catastrophe investors surged\, taking the risk as a bond or as a re-insurance policy.  \nOur goal with this gathering is to enhance our knowledge of the asset class and understand the perspective of each of these practitioners in each of their sub-markets. \nLearning Outcome Statements\n\nLearn about the industry structure of the life settlement business\nLearn about the industry structure of the catastrophe bond market\nLearn about the history of insurance investing\n\n\nLocation\nCFA Society New York\n1540 Broadway – Suite 1010\n45th St. Entrance \nAgenda\n6:00 PM | REGISTRATION \n\n6:30 PM | OPENING STATEMENT \n\n6:35 PM | LIFE SETTLEMENT MARKET KEYNOTE \nAndrew Plevin\, Co-CEO & Founder\, BroadRiver Asset Management \n\n6:45 PM | PANEL 1: LIFE SETTLEMENT DISCUSSION \nMODERATOR\nJim Pugliese\, Chief Development Officer\, RiverRock Funds \nPANELISTS \nBrian O’Grady\, Managing Director\, Marketing\, Vida Capital \nAndrew Plevin\, Co-CEO & Founder\, BroadRiver Asset Management \n\n7:15 PM | CATASTROPHE INSURANCE AND RE-INSURANCE MARKET KEYNOTE  \nCaleb Wong\, Portfolio Manager\, OppenheimerFund \n\n7:25 PM | PANEL 2: CATASTROPHE INSURANCE AND RE-INSURANCE \nMODERATOR\nPeter J. DiFiore\, Ph.D.\, CAIA\, Managing Director\, Neuberger Berman \nPANELIST \nBrian Weatherholz\, Managing Director\, Leadenhall Capital Partners \nEric Nelson\, US Alternatives Director\, Schroders \nCaleb Wong\, Portfolio Manager\, OppenheimerFund \n\n7:55 PM | CLOSING REMARKS \n\n8:00 PM | NETWORKING & 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/insurance-as-an-asset-class/
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:20181130T090000
DTEND;TZID=America/New_York:20181130T170000
DTSTAMP:20260619T220429
CREATED:20180802T210325Z
LAST-MODIFIED:20181121T193524Z
UID:40161-1543568400-1543597200@cfany.org
SUMMARY:5th Annual Sustainable Investing Conference
DESCRIPTION:5th Annual Sustainable Investing ConferenceFriday\, November 30 | 9:00 – 5:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESMembers: $95\nNonmembers: $195 \nRegister to AttendLIVESTREAM\nFREE | Members Only  \nRegister for LivestreamOverview This is a full day event that will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance\, 3-4 panels discussions addressing the theme of long-termism through the prism of the topics listed below currently under consideration and presentation of relevant research papers. Over lunch\, which will be served\, currently under consideration is an approach wherein a pre-designated topic will the subject of discussion at the table\, to be led by a chosen facilitator. \n\n2018 Event Theme:\nLong-Termism: Emphasizing practices that encourage long-term thinking and investment to create value\, promote economic growth and improve long-term return on investments for savers. According to “Focusing capital on the long term” published in the Harvard Business Review in 2014\, moving to this approach and toward a true long-term mind-set as contrasted to one with a short-term focus on “quarterly capitalism” requires that investors adopt a multi-year time horizon for value creation\, that they define their risk parameters\, including a willingness to accept and tolerate short-term underperformance\, portfolio investments should actually be invested in line with long-term objectives and risk tolerance and that investment professionals and their external fund managers be committed to this long-term investment horizon. \n\nPanel Topics:\n\nCorporate Stewardship\nESG Integration\nClimate Change and Resilience\nDiversity\n\nAgenda\n8:45 AM | REGISTRATION \n\n9:20 AM | WELCOME ADDRESS \nHenry Shilling\, Director of Research\, Sustainable Research and Analysis \n\n9:30 AM | KEYNOTE ADDRESS \nHerman Bril\, Director of the Office of Investment Management\, United Nations Joint Staff Pension Fund \nChris Fowle\, Head of Americas\, Principles for Responsible Investment \n\n10:30 AM | CORPORATE STEWARDSHIP & GOVERNANCE\nIntroduce by Agnes Terestchenko\, CFA\, Head of US Sales\, Vigeo Eiris \nMODERATOR \nJohn Tobin\, Professor of Practice\, Cornell SC Johnson School of Business \nPANEL \nJames Hamilton\, CFA\, Director\, Investment Stewardship\, BlackRock \nPeter Reali\, Senior Director\, Responsible Investing\, Nuveen\, A TIAA Company \nJessica Wirth Strine\, Senior Manager\, Investment Stewardship Team\, Vanguard \n\n11:20 AM | MORNING BREAK \n\n11:40 AM | ESG INTEGRATION \nIntroduced by Joshua Linder\, CFA\, Credit Analyst\, APG Asset Management \nMODERATOR \nCasey C. Clark\, CFA\, Director of Sustainable & Impact Investing\, Managing Director\, Glenmede \nPANEL \nDavid Powell\, CFA\, Portfolio Manager\, Brown Advisory \nNatalie Trunow\, CEO\, Millennial Partners \nAnn Marie Griffith\, Managing Director US Fixed Income\, APG Asset Management \n\n12:30 PM | LUNCH \n\n1:00 PM | KEYNOTE ADDRESS\nIntroduced by Wendy Pan\, CFA\, Senior Research Analyst\, Vice President at the Chief Investment Office\, Bank of America Merrill Lynch \nJeremy Grantham\, Co-founder\, Chief Investment Strategist\, GMO \n\n1:30 PM | CLIMATE & RESILIENCE \n Introduced by Alan Lehman\, CFA\, Credit Analyst\, Gulf International Bank \nMODERATOR: \nAniket Shah\, Head of Sustainable Investing\, OppenheimerFunds \n PANEL: \nPeter Fusaro\, Founder\, Wall Street Green Summit \nThomas Stoner\, CEO\, Entelligent \nLori Siegel\, Senior Modeler\, Climate Interactive \n\n2:20 PM | DIVERSITY \nIntroduced by Kenneth Lassner\, CFA\, Senior Client Relationship Manager\, Aperio Group \n MODERATOR \nErika Karp\, CEO\, Corner Stone Capital \nPANEL \n Hillary Flynn\, ESG Analyst\, Wellington \nSophie L’Hélias\, President\, LeaderXXchange \nJohn Roe\, Head of Analytics\, ISS \nJoseph Kinard\, Chair of the Presbyterian Church (USA) Committee on Mission Responsibility Through Investment (MRTI) \n\n3:20 PM | CONCLUDING REMARKS \nAdam Phillips\, Senior Associate\, Office of Investment Management | Office of the Representative Secretary General\, United Nations Joint Staff Pension Fund \n\n3:30 PM | RECEPTION \n\n4:30 PM | ADJOURNMENT  \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/5th-annual-sustainable-investing-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Sustainable Investing,Value Investing
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181204T180000
DTEND;TZID=America/New_York:20181204T200000
DTSTAMP:20260619T220429
CREATED:20181108T213904Z
LAST-MODIFIED:20181128T183652Z
UID:43562-1543946400-1543953600@cfany.org
SUMMARY:Society Leadership Networking Reception
DESCRIPTION:Society Leadership Networking Reception Tuesday\, Dec. 4 | 6:00- 8:00 PM\nFollowed by a catered networking reception \nFees\nFree | Members Only \nRegister to AttendCFA Society New York’s regular members are invited to join the Board\, Society leadership\, and members of the Nominations Committee as they introduce the 2018 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee\, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees\, as well as interact with CFANY staff and representatives of the current Board. \nCandidate Nominations Board of DirectorsSanjay Arora\, CFA\, CMA\, ACA \nCarole Crawford\, CFA \nChris Cutler\, CFA \nBob Discolo\, CFA\, CAIA \nCraig Giventer\, CFA \nSammy Suzuki\, CFA \nKris Thiessen\, CFA\, CAIA\, EA \nEvelyn Yeow\, CFA \nNominations CommitteeJames Adams\, CFA \nAlton Crooks\, CFA \nRongbiao (Ron) Fu\, CFA \nDavid Motsonelidze\, CFA \nAlper Sungur\, CFA \nTong (Tracey) Xu\, CFA\, FRM\, PMP
URL:https://cfany.org/event/meet-the-candidates/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,Networking Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20181206T173000
DTEND;TZID=America/New_York:20181206T210000
DTSTAMP:20260619T220429
CREATED:20180315T163437Z
LAST-MODIFIED:20191022T191859Z
UID:34325-1544117400-1544130000@cfany.org
SUMMARY:3rd Annual Endowment and Foundation Chief Investment Officer Roundtable
DESCRIPTION:Agenda\n5:30 PM | CHECK-IN \n\n6:00 PM | WELCOMING REMARKS \nRobert Discolo\, CFA\, CAIA\, Board of Directors\, CFANY \n\n6:05 PM | KEYNOTE ADDRESS \nMark Anson\, CIO\, Commonfund\, Board of the UAW Retiree Medical Benefits Trust \n\n6:45 PM | PANEL \nModerator \nMark Anson\, CIO\, Commonfund\, Board of the UAW Retiree Medical Benefits Trust \nSpeakers \nJacob Walthour\, Member of Investment Committee – Margaret A. Cargill Philanthropies \nWilliam Lee\, Chief Investment Officer\, New York-Presbyterian \nJesse J. Bean\, Former Treasurer and CIO Catholic Healthcare West (now known as Dignity Health) \nKristin Agatone\, Chief Investment Officer\, Lehigh University \n\n7:30 PM | SPONSOR CLOSING REMARKS AND RECEPTION \nJoe Cavatoni\, Managing Director\, World Gold Council \n\n9:00 PM | ADJOURNMENT \nThomas Brigandi\, Board Director\, Macaulay Honors College Foundation \nREGISTRATION & FEESTO ATTEND\nMembers: $55  \nAsset Owners are eligible for complimentary admission. \nRequest InvitationAsset Owner SeriesOverviewThe 3rd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in best practices in investment strategy\, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors.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; jacket\, slacks\, and formal shoes required \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. 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-endowment-and-foundation-chief-investment-officer-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,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:20190109T180000
DTEND;TZID=America/New_York:20190109T203000
DTSTAMP:20260619T220429
CREATED:20181126T231118Z
LAST-MODIFIED:20190108T232024Z
UID:44140-1547056800-1547065800@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:New Year Market OutlookWednesday\, January 9 | 6:00 – 8:30 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $30  \nNonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only  \nRegister for LivestreamOverview This event is a chance to hear a panel of distinguished buy side strategists\, PMs and CIOs discuss and debate their outlooks for the markets. In addition\, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves\, economic outlook and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFA New York member to evaluate. This event is a chance to hear buyside strategists\, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should consider  in forming their views about where to place capital and how to put it to work. Agenda\n6:00 PM | REGISTRATION \n\n6:25 PM | OPENING REMARKS \nLeo Schmidt\, CFA \n\n6:30 PM | SPEAKER’S OVERVIEW \n\n7:00 PM | PANEl DISCUSSION \nMODERATOR\nDavid Allen\, CFA\, Institutional Director\, Schroders \nPANELISTS \nCameron Crise\, Micro-strategist\, Bloomberg\nHolly MacDonald\, Chief Investment Strategist\, Bessemer Trust\nLaura Porter\, Managing Director\, Fitch Ratings\nChristopher Wolfe\, CFA\, CFP\, Chief Investment Officer\, First Republic\nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n\n7:45 PM | Q&A \n\n7:50 PM | CATERED NETWORKING 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/new-year-market-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Networking Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190115T180000
DTEND;TZID=America/New_York:20190115T203000
DTSTAMP:20260619T220429
CREATED:20181115T174243Z
LAST-MODIFIED:20190114T155822Z
UID:44024-1547575200-1547584200@cfany.org
SUMMARY:Alpha in the Millennial Era: 2019 Outlook
DESCRIPTION:Alpha in the Millennial Era: 2019 OutlookTuesday\, January 15 | 6:00 – 8:30 PM\nFollowed by a Catered Networking Reception \nBecome a MemberYoung Leaders GroupREGISTRATION & FEESTO ATTEND\nMembers: $30 \n Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFree\nMembers Only \nRegister for LivestreamOverview Please join us on Tuesday\, January 15th for “Alpha in the Millennial Era: 2019 Outlook\,” a panel discussion featuring four senior-level investment professionals who will share insights into notable investment trends and opportunities that both young leaders and seasoned professionals will be focused on for 2019. Our panel will discuss the merits and risks of investing in the following categories: \n\nSustainable finance & ESG investing\nInfrastructure as impact investing\nEmerging and developed market equity & debt\nDigital currencies & the underlying technology\n\nAs millennials continue to amass wealth\, how will this generation steer more traditional investment practices? Concurrently\, with baby boomers now running the show at major financial institutions\, what type of focus and understanding do they have on these opportunities? As they approach retirement with longer life spans and higher health care costs\, will they wield their collective retirement fund power into new asset classes in anticipation of higher returns? \nFollowing the conclusion of the moderated panel discussion\, attendees will have opportunities to engage with our speakers during the Q&A session and the open networking portion of the evening. \n\nLearning Outcome Statements (LOS)\n\nGain insight into the key investment trends and opportunities for 2019.\nUnderstand how high profile market trends such as impact investing and digital currencies are translating into both institutional and wealth/retail investment flows.\nDevelop insight into how institutional investors cut through noise in order to identify and implement the highest potential trends in their role to generate alpha and/or maintain assets.\n\nAgenda\n6:00 PM | Registration \n\n6:30 PM | Opening Remarks \nCaroline Busby\, CFA\, US iShares Fixed income Institutional Sales member\, BlackRock \n\n6:35 PM | Panel Discussion \nModerator: \nMeghan Morris\, Asset management reporter\, Business Insider \nPanelists: \nPaul Cappelli\, Portfolio Manager\, Galaxy Digital Advisors \nMorgan Harting\, CFA\, CAIA\, Portfolio Manager-Multi-Asset Solutions\, Alliance Bernstein \nManju Seal\, Head of Sustainable Finance\, ESG Lead\, BMO Capital Markets \nHector Negroni\, Chief Executive Officer\, and Chief Investment Officer\, FCO Advisors LP \n\n7:30 PM | Closing Remarks \nMichael Sicari\, CFA\, Financial Analyst\, Houlihan Lokey Financial Advisory Services \n\n7:35 PM | 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/alpha-in-the-millennial-era-2019-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Young Leaders
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190116T170000
DTEND;TZID=America/New_York:20190116T180000
DTSTAMP:20260619T220429
CREATED:20181130T190311Z
LAST-MODIFIED:20190102T230353Z
UID:44217-1547658000-1547661600@cfany.org
SUMMARY:2019 Annual Meeting
DESCRIPTION:2019 Annual MeetingWednesday\, January 16 | 5:00 – 6:00 pm \nFree to Attend | Members Only\nRegister to AttendThe annual meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee. \nVoting is authorized constitutionally under CFANY bylaws (see Article III\, Section 3.10); eligible CFANY members unable to attend are permitted to vote by proxy (Section 3.9). Members voting by proxy can cast ballots electronically. \nAgenda5:15PM: Overview of CFANY’s FY 2018 Financials & Membership Status \n\n5:30PM: ELECTIONS AND APPOINTMENTS \n1) Election of four Directors at Large to the CFANY Board of Directors (“Directors”)\n2) Election of six appointees to the 2019 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n6:00PM ADJOURN \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. NO SHOW \nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group
URL:https://cfany.org/event/2019-annual-meeting/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members,Networking Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190116T180000
DTEND;TZID=America/New_York:20190116T203000
DTSTAMP:20260619T220429
CREATED:20181130T192401Z
LAST-MODIFIED:20190110T200139Z
UID:44220-1547661600-1547670600@cfany.org
SUMMARY:2019 Kickoff Awards Ceremony
DESCRIPTION:2019 Kickoff Awards CeremonyWednesday\, January 16 | 6:00 – 8:30 pm \nFree | Members Only \nRegister to AttendThe Evening Will Consist Of\nThe evening consists of a Recap of the 2019 Annual Meeting\, the CFA Society New York Volunteer Award Ceremony\, and a 2019 Kickoff Party. \n[fusion_checklist icon=”fa-asterisk fas” iconcolor=”” circle=”” circlecolor=”#008ed6″ size=”15px” divider=”” divider_color=”” hide_on_mobile=”small-visibility\,medium-visibility\,large-visibility” class=”” id=”” /]2017 Volunteer Award Winners×Volunteer Leadership Group Award Descriptions CFA Society New York Ambassador Committee This award recognizes the committee that has promoted CFA Society New York ’s values to members as well as nonmembers\, resulting in increased awareness of CFA Society New York in the financial community. The committee bestowed with this award has built bridges and forged partnerships between various financial institutions and CFA Society New York. Most Outstanding Industry Contribution The committee awarded this distinction has been instrumental in identifying and working to address a new demand across the finance profession. This new demand is in line with the values and mission of CFA Society New York. This award may also be accorded to a committee that has been established recently\, and has exhibited growth in membership as well as in the creation of new programming. Most Improved Committee The committee(s) receiving this award demonstrated improvement in terms of membership\, participation and/or programming over the past year. Close×Individual Award Descriptions Young Investment Professional Award This award recognizes an outstanding early-career professional who actively involves himself/herself in the profession\, the investment communities and in the work of CFA Society New York. The award is presented to a CFA Society New York member/volunteer who has been in the investment field for fewer than 10 years. Note: CFA Society New York membership is required. Volunteer of the Year Award This award honors respected and distinguished CFA Society New York members/volunteers who have demonstrated extraordinary service and continuing devotion to the Society. These individuals have exhibited continued dedication to the achievement of CFA Society New York ’s goals\, especially within the past calendar year. Note: Up to 3 people may receive this award. CFA Society New York membership is required. Benjamin Graham Distinguished Service Award This award honors exceptionally dedicated voluntary service to CFA Society New York marked by out-standing performance. This individual denotes effective leadership and prolonged and committed service\, devotion and enthusiasm. Established in 2011\, this award honors the contributions of Benjamin Graham\, one of CFA Society New York ’s founders and the “father of securities analysis.” The award is presented to a CFA Society New York member/volunteer who has served the Society for at least 10 years in at least one of the following areas: Volunteer Leadership\, Program Development\, or Membership Growth. Note: CFA Society New York membership is required. Close \nIndividual Awards \n \nThrough generations of investment professionals\, CFA Society New York (CFANY) has remained steady as a leading forum for the investment community\, and a hub for objective\, independent thought. Driven by an unparalleled community of volunteer investment professionals\, CFANY holds over 200 events per year\, exploring various topics of vital importance to the investment industry. \nAward Descriptions \n \n– Young Investment Professionals Award – \n \nRongbiao Fu\, CFA \n \n– Volunteer of the Year – \n \nThomas Brigandi  Karina Bubeck\, CFA  Peter Sang\, CFA \n \n– Benjamin Graham Distinguished Service Award – \n \nMartin Fridson\, CFA \n \nGroup Awards \n \nThe majority of CFANY events are organized by member-driven subcommunities of like-minded individuals\, each respectively centered around a set of shared professional interested and a defined\, overarching theme. Thousands of individuals contribute to these groups in the spirit of collaboration. The following groups were identified by our Nominations Committee for their accomplishments this year. \nAward Descriptions \n \n– Most Improved Committee – \n \nVeterans Roundtable \n \n– Most Innovative Committee – \n \nFinTech Leadership Group \n \n– CFA Society New York Ambassador Committee – \n \nAlternative Investments Leadership Group \n \n– Most Outstanding Industry Contribution – \n \nAsset Owner Series™ \nAward History20172016201520142013 DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting.  \nDisclaimer CFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. NO SHOW \nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group
URL:https://cfany.org/event/2019-kick-off-awards-ceremony/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Free for Members
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
END:VCALENDAR