Register for one of our online, virtual-based events. See upcoming event dates here.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue.
The Global Investing Group organizes a diverse range of programs to keep members abreast of key trends in global investment markets.
The 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.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.
The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.
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