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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201014T143000
DTEND;TZID=America/New_York:20201014T172000
DTSTAMP:20260621T060731
CREATED:20200917T145002Z
LAST-MODIFIED:20201014T152650Z
UID:63212-1602685800-1602696000@cfany.org
SUMMARY:Second Annual Secondaries Outlook
DESCRIPTION:OverviewThe secondary market began in the 1980’s as a method to provide liquidity to investors in illiquid private equity and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations. Investors in these secondary funds find this dynamic attractive as a method to rapidly build up exposure to seasoned positions in private equity and other alternatives in a highly diversified manner all while potentially exhibiting shorter duration and low correlation to their existing portfolio. \nThis market has grown and matured at a shocking pace over the past few decades to now be considered a differentiated investment strategy for investors as well as a regular portfolio management tool to rebalance alternatives exposures and either reallocate proceeds into newer fund vintages or lock in realized gains. Originally viewed as a nascent industry only needed during periods of distress and significant market volatility\, it has grown into a more institutionalized market covering generally every alternative category. Today’s secondaries transactions cover more traditional private equity\, venture capital and hedge fund structures as well as more esoteric illiquid investments such as private debt\, music royalties\, and direct / co-investments. As the secondary industry and market have grown significantly in size\, so have the use of innovative and complex strategies employed by various participants to provide new flavors of exposure including GP led transactions\, preferred instruments and fund restructuring. \nAgenda2:30 PM | OPENING REMARKS \n\nStephan Connelly\, CFA\, Director\, Star Mountain Capital\, LLC \n\n\n2:35 PM | PANEL 1 : PERSPECTIVE ON SECONDARIES FROM THE LP/ALLOCATOR/ CONSULTANT STANDPOINT \n\nModerator \nDarren Schluter\, Principal\, PJT Partners \nPanelists \nKarim Ahamed\, CFA\, Partner & Investment Advisor\, Cerity Partners \nShane Kokitus\, CFA\, Investment Associate\, Franklin Park LLC \nAbraham Tiamiyu\, Principal\, Portfolio Manager (Secondaries)\, APG \nBill Thatcher\, CFA\, CAIA\, Portfolio Manager\, AZ Public Safety Personnel Retirement System \n\n\n3:25 PM | Q&A \n\n3:35 PM | BREAK \n\n3:45 PM | PANEL 2: PERSPECTIVE ON SECONDARIES FROM THE GP / BUYER STANDPOINT \n\nModerator \nAndrew Gulotta\, Managing Director\, Sixpoint Partners  \nPanelists \nBrett Hickey\, Founder & CEO\, Star Mountain Capital \nRikesh Mohandoss\, Managing Director\, Glendower Capital \nMichael Skelly\, Vice President\, Lexington Partners \nDerek Snyder\, Managing Director\, Altamar Capital Partners \n\n\n4:20 PM | Q&A \n\n4:35 PM |  CLOSING REMARKS & ADJOURNMENT \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n4:40 PM | VIRTUAL COCKTAILS \nAdditional DetailsLearning Outcomes \n\nUnderstand the meteoric rise of interest in secondaries.\nUnderstand how asset owners are approaching the secondary market either as a tool for portfolio rebalancing or return optimization in addition to investing in secondary managers to generate attractive returns in a seemingly uncorrelated manner.\nUnderstand how secondary managers are finding opportunities in a maturing market by use of size and scale as well as innovative and differentiated strategies.\nLearn about new innovations in the secondary market which have the potential to disrupt and shift the market over the next few years.
URL:https://cfany.org/event/second-annual-secondaries-outlook/
LOCATION:Virtual Only (Zoom)
CATEGORIES:Alternative Investments,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220801T180000
DTEND;TZID=America/New_York:20220801T193000
DTSTAMP:20260621T060731
CREATED:20220727T170036Z
LAST-MODIFIED:20220727T170036Z
UID:74114-1659376800-1659382200@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:Group DescriptionThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-4/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230119T180000
DTEND;TZID=America/New_York:20230119T190000
DTSTAMP:20260621T060731
CREATED:20230110T182313Z
LAST-MODIFIED:20230110T182512Z
UID:75999-1674151200-1674154800@cfany.org
SUMMARY:Financial Report and Analysis Group Planning Meeting
DESCRIPTION:OverviewThe CFANY’s FRAG interest group will be holding an important planning meeting Thursday\, January 19 at 6:00 pm. \nOur agenda will be: \n\nTo identifying new FRAG leadership as current leader has relocated to Mexico.\nTo discuss upcoming programs\n\n\n\n Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate and Public Pensions (January 17\, 5:30 pm)\n Was CECL Worth It? (date changed to Feb. 14)\n\n\n\n\nTo discuss programs in development\n\nAbout Financial Reporting and Analysis Group×Financial Reporting and Analysis Group\nThe Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nClose
URL:https://cfany.org/event/financial-report-and-analysis-group-planning-meeting/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230201T180000
DTEND;TZID=America/New_York:20230201T193000
DTSTAMP:20260621T060731
CREATED:20230130T193512Z
LAST-MODIFIED:20230130T193552Z
UID:76257-1675274400-1675279800@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-24/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240501T180000
DTEND;TZID=America/New_York:20240501T193000
DTSTAMP:20260621T060731
CREATED:20240409T142352Z
LAST-MODIFIED:20240409T142433Z
UID:83973-1714586400-1714591800@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-22-2/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240515T180000
DTEND;TZID=America/New_York:20240515T193000
DTSTAMP:20260621T060731
CREATED:20240409T142934Z
LAST-MODIFIED:20240409T181007Z
UID:83975-1715796000-1715801400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-76/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240605T180000
DTEND;TZID=America/New_York:20240605T193000
DTSTAMP:20260621T060731
CREATED:20240409T143723Z
LAST-MODIFIED:20240409T143723Z
UID:83977-1717610400-1717615800@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-85/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T180000
DTEND;TZID=America/New_York:20240612T193000
DTSTAMP:20260621T060731
CREATED:20231219T185359Z
LAST-MODIFIED:20240411T160617Z
UID:82180-1718215200-1718220600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-80/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240724T180000
DTEND;TZID=America/New_York:20240724T193000
DTSTAMP:20260621T060731
CREATED:20240411T154912Z
LAST-MODIFIED:20240411T154912Z
UID:84062-1721844000-1721849400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-81/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T180000
DTEND;TZID=America/New_York:20240821T193000
DTSTAMP:20260621T060731
CREATED:20240411T155202Z
LAST-MODIFIED:20240411T155202Z
UID:84066-1724263200-1724268600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-86/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240925T180000
DTEND;TZID=America/New_York:20240925T193000
DTSTAMP:20260621T060731
CREATED:20240819T155539Z
LAST-MODIFIED:20240819T155539Z
UID:85606-1727287200-1727292600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-87/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241023T180000
DTEND;TZID=America/New_York:20241023T193000
DTSTAMP:20260621T060731
CREATED:20240819T155849Z
LAST-MODIFIED:20240819T155921Z
UID:85610-1729706400-1729711800@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-89/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241105T173000
DTEND;TZID=America/New_York:20241105T183000
DTSTAMP:20260621T060731
CREATED:20240411T163323Z
LAST-MODIFIED:20241031T194855Z
UID:84078-1730827800-1730831400@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-14/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T180000
DTEND;TZID=America/New_York:20241120T193000
DTSTAMP:20260621T060731
CREATED:20240819T160312Z
LAST-MODIFIED:20240819T160312Z
UID:85615-1732125600-1732131000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-91/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241204T180000
DTEND;TZID=America/New_York:20241204T193000
DTSTAMP:20260621T060731
CREATED:20240819T160433Z
LAST-MODIFIED:20240819T160433Z
UID:85617-1733335200-1733340600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 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/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-92/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250107T173000
DTEND;TZID=America/New_York:20250107T183000
DTSTAMP:20260621T060731
CREATED:20241105T153826Z
LAST-MODIFIED:20250102T210343Z
UID:86858-1736271000-1736274600@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-15/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250304T173000
DTEND;TZID=America/New_York:20250304T183000
DTSTAMP:20260621T060731
CREATED:20241105T154003Z
LAST-MODIFIED:20250206T202608Z
UID:86859-1741109400-1741113000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-16/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250513T180000
DTEND;TZID=America/New_York:20250513T190000
DTSTAMP:20260621T060731
CREATED:20241105T154044Z
LAST-MODIFIED:20250307T173017Z
UID:86860-1747159200-1747162800@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-17/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250710T180000
DTEND;TZID=America/New_York:20250710T190000
DTSTAMP:20260621T060731
CREATED:20241105T154136Z
LAST-MODIFIED:20250626T134328Z
UID:86861-1752170400-1752174000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nFeatured Speaker:Jonathan Labrey\, Chief Connectivity and Integrated Reporting Officer \nJonathan Labrey is Chief Connectivity and Integrated Reporting Officer at the IFRS Foundation\, leading the team responsible for the technical development and market adoption of the Integrated Reporting Framework and Integrated Thinking Principles. He has over 17 years of experience working in public policy\, corporate governance and regulation in the accountancy and corporate reporting fields. \nMr. Labrey was responsible for global policy and strategy at the IIRC from 2012-2021 and the Value Reporting Foundation from 2021-2022. He led the public affairs and policy team at the ICAEW from 2004-10. From 2010-2012 he was head of communications at the UK’s Financial Reporting Council. He graduated in Law from King’s College London and started his career in the UK Parliament as an advisor to several Members of Parliament.
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-18/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250814T180000
DTEND;TZID=America/New_York:20250814T190000
DTSTAMP:20260621T060731
CREATED:20250610T170740Z
LAST-MODIFIED:20250813T172119Z
UID:90332-1755194400-1755198000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nFeatured Speaker: James F. Reda \nJames F. Reda\, National Managing Director & Service Line Leader with Gallagher’s Human Resources & Compensation Consulting practice \nJames F. Reda\, National Managing Director & Service Line Leader with Gallagher’s Human Resources & Compensation Consulting practice\, works with both public and private organizations in planning\, creating\, and implementing incentive programs. Jim also advises companies on incentive strategy\, including long- and short-term senior executive employment arrangements\, change-in-control metrics\, business combinations\, shareholder rights\, and corporate governance issues. A recognized expert in the area of integrating incentive and corporate strategies\, Jim brings nearly 40 years of experience in the area of senior executive compensation. Prior to forming his own firm in 2004\, Jim worked at three major executive compensation consulting firms. \nHe began his executive compensation consulting career at The Bachelder Group in 1987\, where he worked for nine years. Jim earned a B.S. degree in Industrial Engineering from Columbia University and an M.S. degree in Management from the Massachusetts Institute of Technology\, Sloan School of Management. Jim is a member of the American Society of Corporate Secretaries\, WorldatWork\, The National Association of Stock Plan Professionals\, National Association of Corporate Directors\, and the New York Society of Security Analysts\, for which he serves on the Corporate Governance and Shareholders Rights Committee. Jim has written numerous articles on executive compensation\, stock award programs\, long-term incentive strategy\, merger and acquisition issues\, and compensation committees in publications such as The Corporate Board\, Directorship\, Directors & Boards\, Journal of Deferred Compensation\, WorldatWork Journal\, Director’s Monthly\, Journal of Taxation of Employee Benefits\, and Journal of Compensation & Benefits. He has published books on executive compensation\, including Pay to Win: How America’s Successful Companies Pay Their Executives (Harcourt: 2000)\, and The Compensation Committee Handbook (John Wiley: 2014)\, which is in its fourth edition. \n 
URL:https://cfany.org/event/copy-of-financial-reporting-and-analysis-group-meeting-21/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251013T180000
DTEND;TZID=America/New_York:20251013T190000
DTSTAMP:20260621T060731
CREATED:20250610T171713Z
LAST-MODIFIED:20251002T144136Z
UID:90334-1760378400-1760382000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Featured Speaker:Stephen Brown is a senior director in Fitch Ratings’ corporate finance group.  He has lead analytical responsibility for Fitch’s coverage of North American auto manufacturers and suppliers. \nPrior to joining Fitch in 2004\, Stephen spent six years at United Airlines where he was responsible for the financial planning and analysis functions of the company’s marketing\, sales\, reservations\, and North America divisions.  He also worked in the airline’s capital planning group.  Stephen began his finance career at General Motors’ Delphi Saginaw Steering Systems division\, conducting financial analyses on the unit’s worldwide operations. \nStephen earned a BS from Northwestern University and an MBA from the University of Rochester’s Simon Business School. \nGroup DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nThe next meeting of the Financial Reporting and Analysis Group will take place on Monday\, October 13 at 6:00 PM.  It will start with a review of upcoming programs and a discussion of potential future programs.  At 6:30 PM\, we will be joined by our speaker\, Stephen Brown\, Senior Director\, Fitch Ratings\, who will discuss the recent Chapter 11 bankruptcy filing of First Brands Group\, an automotive aftermarket supplier and maker of FRAM oil filters and Anco windshield wipers.  The First Brands bankruptcy filing followed the collapse of its debt prices and allegations of irregularities with respect to its accounts receivables-backed loans.  Mr. Brown will help us assess whether this event has potential implications for financial reporting (i.e. accounting for off-balance transactions)\, and the private lending and asset-backed securities markets. \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and3-analysis-group-meeting-22/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251120T180000
DTEND;TZID=America/New_York:20251120T190000
DTSTAMP:20260621T060731
CREATED:20241105T154255Z
LAST-MODIFIED:20251103T184516Z
UID:86863-1763661600-1763665200@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nFeatured Speaker:Our speaker for the Nov. 20 FRAG meeting will be Olga Usvyatsky\, the publisher of the Deep Quarry newsletter (which is available on Substack).  Olga is an analyst who focuses on technical accounting and financial reporting.  She will provide us with an overview of a range of topics in her research universe\, including SEC comment letter trends\, restatements and company-specific accounting issues.
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-20/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T180000
DTEND;TZID=America/New_York:20251211T190000
DTSTAMP:20260621T060731
CREATED:20250610T172927Z
LAST-MODIFIED:20251113T152650Z
UID:90336-1765476000-1765479600@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nFeatured Speaker: Ehsan EhsaniEhsan Ehsani is an adjunct professor in the finance division at Columbia Business School and an executive director at Crescendo Partners LP\, an activist and value-oriented firm in New York. Prior to Crescendo\, he spent more than fifteen years in management consulting with Accenture Strategy\, ZS Associates\, and CGI where he was Partner\, Director of consulting. He holds an MBA from Columbia Business School\, along with master’s degrees from the MIT-Zaragoza International Logistics Program and Chalmers University of Technology in Sweden. \nHe’s the author of How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor and the forthcoming Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street (Columbia University Press\, January 2026).
URL:https://cfany.org/event/copy-of-financial-reporting-and-analysis-group-meeting-23/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260122T180000
DTEND;TZID=America/New_York:20260122T190000
DTSTAMP:20260621T060731
CREATED:20251106T204309Z
LAST-MODIFIED:20260108T193353Z
UID:93661-1769104800-1769108400@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP \nFeatured Speaker:Wendy is a retired partner at Forvis Mazars U.S and the former National Director of Profession Relations – Quality & Standards. \nWendy became a member of the International Auditing and Assurance Standards Board (IAASB) in January 2021; her second term will end in December 2026. Wendy is also currently a member of the SEC’s Small Business Capital Formation Committee and is active in many AICPA and NYSSCPA and CAQ committees and task forces. \nThrough May 31\, 2024\, Wendy was the leader of Mazars USA’s National Quality & Risk Management team. The group responsible for the firm’s compliance with professional standards and related rules and regulations\, risk management\, independence and ethics and engagement performance; and provided technical support to the firm’s accounting and auditing practice through consultation\, education\, quality reviews\, and monitoring of compliance with policies and procedures. Wendy also held leadership positions as a member of the Quality & Risk Management Board at the Mazars Group.
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-21/
LOCATION:Virtual Only (Zoom)
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/04/VIG-Tile.png
END:VEVENT
END:VCALENDAR