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DTSTART;TZID=America/New_York:20200409T090000
DTEND;TZID=America/New_York:20200409T170000
DTSTAMP:20260714T103235
CREATED:20200316T175825Z
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SUMMARY:[Webinar] Introduction to Python for Business and Finance
DESCRIPTION:OverviewThis event is an online-only webinar \nPresented by Cognitir \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game . \nStandard Rate\n$519 Members | $623 Nonmembers \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \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 (financial modeling) 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 Lazard\, 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. \nCloseAbout Cognitir×About Cognitir\nCognitir\, 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.This 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. \nCloseAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/introduction-to-python-online-webinar/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200415T080000
DTEND;TZID=America/New_York:20200415T083000
DTSTAMP:20260714T103235
CREATED:20200409T210522Z
LAST-MODIFIED:20200410T000855Z
UID:59659-1586937600-1586939400@cfany.org
SUMMARY:[CFA Institute Webinar] What Do We Know About the New Coronavirus Outbreak?
DESCRIPTION:OverviewA free webinar\, presented by CFA Institute \nAccurate data is the key to making better investment decisions\, and understanding the current facts about the new Coronavirus outbreak is important for understanding today’s capital markets. \nDr. Heymann will answer audience questions and help us understand the current data. Momoe Ikeda-Chelminska\, EMEA Director for Educational Events at CFA Institute\, will moderate this session. \nFeaturingDavid Heymann\nDr David L. Heymann is professor of infectious disease epidemiology at the London School of Hygiene and Tropical Medicine and former head of the Centre on Global Health Security at Chatham House\, London (2009-2019). Until March 2017\, he was chairman of the board of Public Health England. Previously\, he was the assistant director-general for Health Security and Environment\, and representative of the director-general for polio eradication at the World Health Organization (WHO). From 1998 to 2003\, he was executive director of the WHO Communicable Diseases Cluster\, during which he headed the global response to SARS. Before joining WHO\, Professor Heymann worked for 13 years as a medical epidemiologist in sub-Saharan Africa on assignment from the US Centers for Disease Control and Prevention (CDC) where\, as well as supporting ministries of health in research\, he participated in the first and second outbreaks of Ebola hemorrhagic fever. Prior to joining CDC\, he worked in India for two years in the WHO smallpox eradication programme. \nProfessor Heymann is an elected fellow of the Institute of Medicine of the National Academies (US) and the Academy of Medical Sciences (UK)\, and has been awarded several public health awards. In 2009\, Professor Heymann was appointed an honorary Commander of the Most Excellent Order of the British Empire (CBE) for service to global public health. \n\nMomoe Ikeda-Chelminska\nMomoe Ikeda-Chelminska manages content for conferences in Europe\, the Middle East\, and Africa at CFA Institute. Before that\, she produced content for financial events at organizations such as the Financial Times\, Lazard Asset Management\, and Euromoney Conferences. Ms. Ikeda-Chelminska started covering financial markets at Bloomberg TV\, where she worked as a producer in Tokyo and Hong Ko. \nAdditional DetailsTwo Sessions Available for Registration \n8:00AM – 8:30AM12:00PM – 12:30PMTimezone Note: Sessions above are listed in EST.
URL:https://cfany.org/event/cfa-institute-webinar-what-do-we-know-about-the-new-coronavirus-outbreak/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Industry Conference,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200416T120000
DTEND;TZID=America/New_York:20200416T140000
DTSTAMP:20260714T103235
CREATED:20200327T195353Z
LAST-MODIFIED:20200410T153441Z
UID:59518-1587038400-1587045600@cfany.org
SUMMARY:[CFA Society Boston] Is Quant Fundamentally Flawed?
DESCRIPTION:OverviewA Free Webinar\, Presented by CFA Society Boston \nAccording to widely referenced applications of the Grinold (1989) “Fundamental Law” theory\, simply adding more securities to an optimization universe\, adding more factors to a forecast return model\, trading more frequently\, or reducing more constraints can add investment value to an optimized investment strategy. We show with intuitive discussion followed by a novel simulation study that applications of the Grinold theory for optimized portfolio design are often unreliable and self-defeating. Our simulations demonstrate that for an IC of 0.1 assumed in Grinold (1989)\, equal weighting may beat budget-constrained MV optimization for many optimization universes in practice. Critical limitations of applications of the “Law” are due to ignoring estimation error (Michaud 1989) and constraints required in practical applications. A substantial fraction of professional actively managed funds may be negatively impacted. \nFeaturingRICHARD MICHAUD\, PH.D.\nPresident & CEO\, Frontier Advisors \n\nDr. Richard Michaud is the President and Chief Executive Officer at New Frontier. He earned a Ph.D. in Mathematics from Boston University and has taught investment management at Columbia University. He is the author of Efficient Asset Management: A Practical Guide to Stock Portfolio Optimization and Asset Allocation (1998\, 2nd ed. 2008 with Robert Michaud)\, a CFA Research Monograph (1999) on Global Asset Management\, and numerous academic and research articles available on www.ssrn.com and www.researchgate.net. He is co-holder of four U.S. patents in portfolio optimization and asset management\, a Graham and Dodd Scroll winner for his work on optimization\, a former editorial board member of the Financial Analysts Journal\, associate editor of the Journal Of Investment Management\, and former director of the “Q” Group. \n\n\nDAVID ESCH\, PH.D.\nManaging Director of Research\, Frontier Advisors\n \n\nDr. David Esch is the Managing Director of Research at New Frontier\, having joined the firm in 2008. Dr. Esch completed his Ph.D. in Statistics at Harvard University in 2004. His specialties include mathematical statistics\, numerical analysis and computation\, Bayesian statistics\, and econometrics. He is author of the article “Non Normality Facts and Fallacies\,” (Journal Of Investment Management 1st Quarter 2010)\, selected as one of the best JOIM papers of 2010\, and co-author of many other peer-reviewed journal articles. His educational background also includes a Bachelor of Arts degree from Harvard College and a Masters degree in Mathematics and Statistics from Boston University.
URL:https://cfany.org/event/cfa-boston-is-quant-fundamentally-flawed/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200416T130000
DTEND;TZID=America/New_York:20200416T141500
DTSTAMP:20260714T103235
CREATED:20200409T230200Z
LAST-MODIFIED:20200508T185638Z
UID:59692-1587042000-1587046500@cfany.org
SUMMARY:Global Panel: COVID-19 Implications - Navigating New Realities in Today's Connected Markets
DESCRIPTION:OverviewA free webinar\, presented by CFA Institute \nThe global pandemic has shocked the world and impacted every aspect of our lives. Staying connected to each other and to ideas and information is even more important now in this time of isolation and rapid change. The medical crisis has led to drastic economic disruption. Turbulent markets have left investment professionals trying to analyze the short- and long-term impact on business\, the capital markets\, and the geopolitical environment. Those working in finance are looking to learn more about supply chain issues\, business viability\, and what central banking tools will support the capital markets. All of these issues relate to investment decision making\, assessments of market movements\, and the viability of market sectors. And\, investment professionals are all trying to predict the lasting effects of the crisis on markets and on economies. \nTo provide insight in these uncertain times\, CFA Institute is convening a special online discussion that draws together experts to explain how global businesses are adapting\, which central bank tools will support chaotic capital markets\, and what may come next. The COVID-19 global pandemic involves a convergence of forces that affect geopolitics\, macroeconomics\, and logistics — a diverse range of perspectives will be necessary for crafting an effective response. Join us on 16 April 2020 at 1:00 PM EDT for an online panel discussion on topics\, such as: \n\nWhat have we learned about supply chain vulnerabilities in the wake of the pandemic? How are global businesses responding and what might future arrangements look like?\nWill the current crisis break the central banks? What central banking tools remain for supporting dysfunctional capital markets?\nWhat might be the long-term geopolitical implications of the pandemic? How will it impact the US/China relationship and other global power dynamics?\n\nFeaturingJack Ablin\, CFA\nCIO\, Founding Partner\nCresset Capital \nJack Ablin\, CFA\, is chief investment officer and founding partner of Cresset Capital\, where he leads the firm’s investment strategy and provides investment policy and philosophy guidelines to the firm’s adviser teams and clients. He has three decades of experience in money management. Previously\, Mr. Ablin served as the chief investment officer at BMO Harris Bank. He has also served as a professor of finance at the Boston University Graduate School of Management and worked as a money and markets correspondent for the NBC affiliate in Jacksonville\, Florida. Mr. Ablin is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace. He is a frequent contributor to CNBC\, Bloomberg\, the Wall Street Journal\, and Barron’s. Mr. Ablin was named multiple times as one of the top 100 Wealth Advisors in North America by CityWealth Magazine. He earned an AB degree in mathematics and computer science from Vassar College\, where he graduated with honors. Mr. Ablin received an MBA with honors from Boston University. \n\nNicholas J. Colas\nCo-Founder\nDatatrak Research \nNicholas J. Colas is co-founder of Datatrek Research. He has more than 30 years of experience on Wall Street in equity research\, money management\, and investment banking. Previously\, Mr. Colas was director of research and chief market strategist for Rochdale Securities and Convergex Group\, where he authored the firm’s Morning Markets Briefing. He has also served as an analyst and portfolio manager at SAC Capital. In addition\, Mr. Colas was the senior equity auto analyst at First Boston. In this role\, he advised clients on investments in the sector and was active in a range of equity offerings and merger and acquisition assignments—including several equity underwritings for Chrysler\, as well as its eventual sale to Daimler Benz\, along with IPOs in the auto parts\, rental car\, and Chinese auto industry sectors. Mr. Colas is regularly on CNBC\, Bloomberg Television\, and Bloomberg Radio. He received an undergraduate degree from Haverford College\, majoring in Near Eastern archaeology\, and an MBA from the University of Chicago. \n\nMeredith Sumpter\nHead of Research Strategy & Operations\nEurasia Group \nMeredith Sumpter is head of research strategy and operations at Eurasia Group\, where she leads research management and strategy and carries out advisory work. She has held senior positions in the private and public sectors and has nearly 20 years of experience in policy\, analysis\, business\, and management. Ms. Sumpter is a strategic thinker and thought leader who regularly meets with senior officials and executives and often speaks at conferences and to the media. She advises industry leaders and investors on politics and commercial strategy\, and her experience spans multiple regions and sectors. Previously\, Ms. Sumpter led strategic advisory for Fortune 500 clients across Asia and served as a diplomat\, including in Beijing\, where she advised two US ambassadors and analyzed politics\, economics\, and security issues for the policy community. She has held advisory positions in policy and global think tanks and in the US Senate. Ms. Sumpter started her career working among business executives and engineers at a Fortune 100 multinational company\, where she worked to expand the firm’s product base worldwide. She is an honors graduate of both the London School of Economics and Political Science and the University of Washington. \n\nLauren Foster\nContent Director\, Professional Learning Team\nCFA Institute \nLauren Foster is content director on the professional learning team at CFA Institute\, host of the Take 15 Podcast\, and anchor of Conference Live. Previously\, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work\, Lauren spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Lauren holds a BA in political science from the University of Cape Town\, and an MS in journalism from Columbia University.
URL:https://cfany.org/event/cfa-institute-webinar-global-panel-covid-19-implications-navigating-new-realities-in-todays-connected-markets/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Industry Conference,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200421T100000
DTEND;TZID=America/New_York:20200421T150000
DTSTAMP:20260714T103235
CREATED:20200417T191838Z
LAST-MODIFIED:20200417T203953Z
UID:59777-1587463200-1587481200@cfany.org
SUMMARY:Fordham Social Innovation Day
DESCRIPTION:OverviewA Virtual Gathering \nHosted by the Gabelli School of Business together with the International Humanistic Management Association \nAgenda9:30 AM | INTRODUCTIONS AND OVERVIEW \n\nMichael Pirson \n\n\n10:00 AM | ADVANCING SOCIAL INNOVATION RESEARCH\nSeed conversation hosted by Sertan Kabadayi\, Area Chair Marketing \n\nMichael Barnett\, Rutgers University \nChristopher Marquis\, Cornell University \nAnita McGahan\, Rotman School of Management \n\n\n11:05 AM | ADVANCING SOCIAL INNOVATION PRACTICE\nSeed conversation hosted by Patrick Struebi\, CEO Fairtrasa/Blooom\n \n\nMike Brady\, Former CEO of Greyston \nErick Goralski\, Social Impact Investing \nCara Smyth\, Future Fashion Coalition \nFrank Zambrelli\, Future Fashion Coalition \n\n\nBREAK (virtual Lunch with opportunities to connect in breakout rooms)\n \n\n1:00 PM | ADVANCING SOCIAL INNOVATION PEDAGOGY\nSeed conversation hosted by Lerzan Aksoy\, Gabelli School of Business \n\nLiz Maw\, President \nDariush Rafinejad\, Provost of Presidio Graduate School and Stuart \, University of Bristol \nStuart Hart\, University of Vermont\, Fr. \nMichael Garanzini\, Secretary for Higher Education of the Jesuit Order. \n\n\n2:00 PM | ADVANCING SOCIAL INNOVATION POLICY/OUTREACH\nSeed conversation hosted by Katherine Milligan\, Bamboo Capital \n\nFlorencia Librizzi\, UN SDSN \nAnuar Juraidini\, Citi Foundation \nJerry White\, University of Virginia and Peace Nobel laureate \n\nSponsored by
URL:https://cfany.org/event/fordham-social-innovation-day/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200422T170000
DTEND;TZID=America/New_York:20200422T180000
DTSTAMP:20260714T103235
CREATED:20200415T195700Z
LAST-MODIFIED:20200508T185637Z
UID:59734-1587574800-1587578400@cfany.org
SUMMARY:[CFA Society Chicago]  Modern Monetary Theory - Historic Monetary and Fiscal Stimulus: Savior or Destroyer?
DESCRIPTION:OverviewA Free Webinar\, Presented by CFA Society Chicago \nThe U.S. government and Federal Reserve has responded to the market and economic downturn with stimulus measures of unprecedented scale. In this conversation\, Stephen Moore\, visiting senior fellow in economics at The Heritage Foundation\, and Randall Wray\, professor of economics and scholar of Modern Monetary Theory\, discuss the implications of these policies. With their contrasting perspectives on economics\, they will help us understand the impact of the current economic downturn and how we can best emerge from it. \nFeaturingMODERATOR \nLotta Moberg\, Ph.D.\, CFA\, is an analyst on William Blair’s Dynamic Allocation Strategies (DAS) team\, responsible for global macro research. Moberg previously worked for the Swedish foreign ministry in Russia and the Swedish Defense Forces in Kosovo\, and has been a consultant for the World Bank. She is the author of the book The Political Economy of Special Economic Zones: Concentrating Economic Development. Moberg has also published articles in several economic journals\, including The Journal of Institutional Economics and The Review of Austrian Economics. She has taught classes in economics at George Mason University. Moberg’s research includes special economic zones\, tax policy\, and municipal bankruptcy. She is a member of CFA Institute and CFA Society Chicago and serves on the Board of Trustees for the CFA Institute Research Foundation. Moberg received a B.A. in economics from Lund University in Sweden and a Ph.D. in economics from George Mason University. \n\nPANELISTS \n\n\n \nStephen Moore is a visiting senior fellow in economics at the Heritage Foundation\, the largest private research institute in Washington\, D.C. He served as a senior economic advisor to the Donald Trump for the President campaign where he helped write the Trump tax plan and worked on energy and budget issues for candidate Trump. \nMoore is a Fox News contributor and from 2017-2019 was the senior economic analyst with CNN\, where he provided daily commentary on the economy\, fiscal policy and politics. From 2005 to 2014\, Moore served as the senior economics writer for the Wall Street Journal editorial page and as a member of the Journal’s editorial board. He is still a regular contributor to the Journal’s editorial page. In 2019\, Worth Magazine ranked Moore the 32nd most influential person in the world in global finance. \nFrom 1999-2004 Moore served as founder and president of the Club for Growth\, a 25\,000-member organization dedicated to helping elect free market\, tax cutting candidates to Congress. In 2007\, he received the Ronald Reagan “Great Communicator” award from the Republican party for his advancement of economic understanding. Moore has served as a senior economist at the Joint Economic Committee under former Chairman Dick Armey of Texas. He has worked for two presidential commissions. In 1988\, he was a Special Consultant to the National Economic Commission. In 1987\, he was Research director of President Reagan’s commission on Privatization. \nAn author of 6 books. Moore’s latest book is Trumponomics: The Inside Story of the Trump Economic Boom. His previous books include Fueling Freedom: Exposing the Mad War on Energy by Regnery\, Who’s the Fairest of Them All? The Truth About Taxes\, Income and Wealth in America published in 2012 by Encounter\, and Return to Prosperity: How America Can Regain its Economic Superpower Status whichvwas a finalist for the F.A. Hayek book award for advancing economic understanding. His other books include It’s Getting Better All the Time: The 100 Greatest Trends of the Last Century and Government: America’s Number One Growth Industry. \nMoore is a graduate of the University of Illinois and holds an MA in economics from George Mason University. In 2010\, he was awarded the University of Illinois alumni of the year. \n\nL. Randall Wray is a Senior Scholar at Levy Economics Institute and a professor of economics at Bard College. His current research focuses on providing a critique of orthodox monetary theory and policy\, and the development of an alternative approach. He also publishes extensively in the areas of full employment policy and\, more generally\, fiscal policy. With President Dimitri B. Papadimitriou\, he is working to publish\, or republish\, the work of the late financial economist Hyman P. Minsky\, and is using Minsky’s approach to analyze the current global financial crisis. Wray’s most recent book is Why Minsky Matters: An Introduction to the Work of a Maverick Economist (Princeton University Press\, 2016). \nWray is the author of Money and Credit in Capitalist Economies: The Endogenous Money Approach (Edward Elgar\, 1990)\, Understanding Modern Money: The Key to Full Employment and Price Stability (Edward Elgar\, 1998)\, The Rise and Fall of Money Manager Capitalism: Minsky’s Half Century from World War Two to the Great Recession (with É. Tymoigne; Routledge\, 2013)\, Modern Money Theory: A Primer on Macroeconomics for Sovereign Monetary Systems (Palgrave Macmillan\, 2012; 2nd rev. ed.\, 2015)\, Macroeconomics (with William Mitchell and Martin Watts; Red Globe Press\, 2019)\, and A Great Leap Forward: Heterodox Economic Policy for the 21st Century (Academic Press\, 2020). He is also coeditor of\, and a contributor to\, Money\, Financial Instability\, and Stabilization Policy (Edward Elgar\, 2006) and Keynes for the 21st Century: The Continuing Relevance of The General Theory (Palgrave Macmillan\, 2008). \nWray taught at the University of Missouri–Kansas City from 1999 to 2016 and at the University of Denver from 1987 to 1999. He has been a visiting professor at the Universities of Paris and Rome (La Sapienza). Wray holds a BA from the University of the Pacific and an MA and a Ph.D. from Washington University\, where he was a student of Minsky. He has recently completed a Fulbright Specialist Grant at the Tallinn University of Technology in Estonia.
URL:https://cfany.org/event/cfa-society-chicago-modern-monetary-theory-historic-monetary-and-fiscal-stimulus-savior-or-destroyer/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200425T090000
DTEND;TZID=America/New_York:20200425T170000
DTSTAMP:20260714T103235
CREATED:20200423T143321Z
LAST-MODIFIED:20200423T144053Z
UID:59953-1587805200-1587834000@cfany.org
SUMMARY:Private Equity Deal Process Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnTaught online in the Wall Street Prep Virtual Classroom\, the Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nThis boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world. \nCFANY.org: $1\,199 Standard Rate: $1\,499 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaThis virtual session goes from 9am-5pm EST \nSummary | PE DEAL PROCESS \n\nThe boot camp focuses on the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \nView Full Syllabus\n\nOnline | PRE-SEIMNAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, LBO Modeling \n\n×Course Syllabus\nThe Private Equity Deal Process and Day to Day Responsibilities\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \n\nPre-deal process \n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\nFirst-round bid/IOI phase \n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\nDiligence/LOI phase \n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\nPost-LOI phase \n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\nDeal closing \n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\nCloseAdditional DetailsWho is this boot camp for? \n\nPrivate equity\, asset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their LBO modeling skill set\n\nBoot Camp DetailsOverviewInstructorsWhat's Included?OverviewLed by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\,First Round Bid/IOI\,Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team.Instructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/private-equity-deal-process-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200426T090000
DTEND;TZID=America/New_York:20200426T170000
DTSTAMP:20260714T103235
CREATED:20200407T144308Z
LAST-MODIFIED:20200423T144740Z
UID:59618-1587891600-1587920400@cfany.org
SUMMARY:Private Equity Deal Process Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnTaught online in the Wall Street Prep Virtual Classroom\, the Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nThis boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world. \nCFANY.org: $1\,199 Standard Rate: $1\,499 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaThis virtual session goes from 9am-5pm EST \nSummary | PE DEAL PROCESS \n\nThe boot camp focuses on the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \nView Full Syllabus\n\nOnline | PRE-SEIMNAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, LBO Modeling \n\n×Course Syllabus\nThe Private Equity Deal Process and Day to Day Responsibilities\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \n\nPre-deal process \n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\nFirst-round bid/IOI phase \n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\nDiligence/LOI phase \n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\nPost-LOI phase \n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\nDeal closing \n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\nCloseAdditional DetailsWho is this boot camp for? \n\nPrivate equity\, asset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their LBO modeling skill set\n\nBoot Camp DetailsOverviewInstructorsWhat's Included?OverviewLed by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\,First Round Bid/IOI\,Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team.Instructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/virtual-private-equity-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200428T120000
DTEND;TZID=America/New_York:20200428T131500
DTSTAMP:20260714T103235
CREATED:20200416T155216Z
LAST-MODIFIED:20200428T185416Z
UID:59753-1588075200-1588079700@cfany.org
SUMMARY:Quantitative Investing in the Times of COVID-19
DESCRIPTION:Overview In 2020 equity markets had sharp market declines—in Q1 the S&P 500 reached bear market territory in the fastest time on record— following the COVID-19 outbreak. Investors\, financial practitioners\, regulators\, quants\, the government are trying model to model and answer economy and financial markets in this turbulent environment. We have invited top quant practitioners and academics to discuss quant investing in the times of COV19. \nAgenda12:00 PM | WELCOMING REMARKS \n\nRichard Rothenberg\, Executive Director\, Global A.I. Corporation \n\n\n12:05 PM | PANEL DISCUSSION \nPANELISTS \n\nMarcos Lopez de Prado\, Ph.D\, Professor of Practice\, Cornell University \nManoj Narang\, Founder and Chief Executive Officer\, MANA Partners LLC \nMiquel Noguer i Alonso\, PhD\, ARPM\, CEFA\, Founder & Chief Executive Officer\, Artificial Intelligence Finance Institute \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nRichard Rothenberg\, Executive Director\, Global A.I. Corporation \n\n\n1:15 PM | Adjourn \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations
URL:https://cfany.org/event/quantitative-investing-in-the-times-of-covid-19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200428T160000
DTEND;TZID=America/New_York:20200428T170000
DTSTAMP:20260714T103235
CREATED:20200420T200718Z
LAST-MODIFIED:20200508T185637Z
UID:59839-1588089600-1588093200@cfany.org
SUMMARY:CFA Society Washington DC – Webcast Emerging Markets Investment Outlook: New Challenges to Development
DESCRIPTION:OverviewMany forces are challenging the development of these countries that didn’t exist ten years ago. Headwinds such as environmental concerns\, more unified human rights activists\, and commodity price deflation create very different obstacles for economic development than had been faced during the last crisis. Come learn where the opportunities and challenges lie ahead and how these economies may or may not weather the storm de jour. \nLearning Outcome Statements \n\nLearn about changes in return drivers for EM debt and equity\nInvestigate how others are incorporating these sub-asset classes into their overall investment methodology\n\nReveal Members-Only Discount Code: \n[aa_auth roles=”members” showlogin=”true” showpurchase=”false”]\n \nMembers-Only Discount Code:\nCFANY2020\n\n[/aa_auth] \nFeaturingKevin T. Carter \nFounder and CIO of EMQQ \nMr. Carter is the Founder and CIO of the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ\, Mr. Carter was the Founder & CEO of AlphaShares\, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Mr. Carter was the Founder & CEO of Active Index Advisors acquired by Natixis in 2005 and the Founder & CEO of eInvesting acquired by ETRADE in 2000. Mr. Carter received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company \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/gravity-cfa-society-washington-dc-webcast-emerging-markets-investment-outlook-new-challenges-to-development/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200430T180000
DTEND;TZID=America/New_York:20200430T190000
DTSTAMP:20260714T103235
CREATED:20200422T175431Z
LAST-MODIFIED:20200508T190004Z
UID:59916-1588269600-1588273200@cfany.org
SUMMARY:Market Outlook in the Age of the Pandemic
DESCRIPTION:OverviewJoin us for a timely Market Outlook update from CIOs and PMs addressing the constantly changing environment that we are experiencing globally.  Learn about and discuss issues and outlooks that current investors are considering while they form their views about where to allocate capital efficiently during this time. CFANY members and financial professionals will benefit from the diverse set of views presented by the established market participants. Do not miss the opportunity to hear from market experts and\, equally important\, to ask questions during this period of social distancing. \nAgenda6:00 PM | WELCOMING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \nPanelists \nLauren Goodwin\, CFA\, Economist and Director of Portfolio Strategy\, New York Life Investments’ Multi Asset Solutions (MAS) team \nGiulio Martini\, Partner\, Director of Strategic Asset Allocation\, Lord Abbett \n\n\n6:45 PM |  Q&A \n\n6:55 PM | CLOSING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n7:00 PM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nSpeakers will explaining possible outcome for:\n    • Markets\n    • Economy\n    • Society
URL:https://cfany.org/event/webinar-market-outlook-during-covid-19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200504T180000
DTEND;TZID=America/New_York:20200504T190000
DTSTAMP:20260714T103235
CREATED:20200416T193817Z
LAST-MODIFIED:20200508T190010Z
UID:59757-1588615200-1588618800@cfany.org
SUMMARY:An Asset Owner CIO View from APAC
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear how the chief investment officer of the largest Australian superannuation and pension fund\, Mark Delaney\, CFA\, views the stresses on the market in his region as he is interviewed by Marg Franklin\, CFA\, CEO of CFA Institute. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nMargaret Franklin\, CFA\, President and Chief Executive Officer\, CFA Institute \n\n\nInterviewee\nMark Delaney\, CFA\, Chief Investment Officer and Deputy Chief Executive Officer\, AustralianSuper \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM |  ADJOURNMENT \nAdditional DetailsLearning Outcomes \nAttendees will hear directly from an exceptionally experienced asset owner about the intricacies of asset allocation and manager selection in the current market.
URL:https://cfany.org/event/asset-owner-series-virtual-summit/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200505T090000
DTEND;TZID=America/New_York:20200507T170000
DTSTAMP:20260714T103235
CREATED:20200407T172545Z
LAST-MODIFIED:20200508T185638Z
UID:59638-1588669200-1588870800@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.What's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/virtual-financial-and-valuation-modeling-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200505T113000
DTEND;TZID=America/New_York:20200521T130000
DTSTAMP:20260714T103235
CREATED:20200430T192450Z
LAST-MODIFIED:20200514T202533Z
UID:60238-1588678200-1590066000@cfany.org
SUMMARY:Virtual ESG Asset Owners Summit 2020 — CFA Society Washington\, DC
DESCRIPTION:Registration is now closed for the live webcasts. \nRecordings will be available after the conclusion of the Summit.\nOverviewA virtual Asset Owner Series™ event from CFA Society Washington\, DC \nYou asked\, and we listened! CFA Society Washington\, DC is proud to announce the *Virtual* ESG Asset Owners Summit 2020. Join us to hear from asset owners\, asset managers\, thought leaders and researchers across the globe leading the charge on environmental\, social and governance (ESG) investing. \nYou will hear from 20+ speakers on the goals\, challenges\, and roadblocks impacting ESG. You will gain new perspectives\, develop insight into unique challenges that exist in today’s financial markets\, and connect with ESG stakeholders around the world\, including the UK\, France\, and Japan. \nThe Virtual ESG Asset Owners Summit will occur during the month of May and will be composed of five (5) virtual\, interactive webcasts. Each webcast will feature one keynote address from a major industry leader\, followed by a multi-speaker panel session. Registration includes all five webcasts in the virtual summit. We look forward to “seeing you” at the Virtual ESG Summit! \nNoteThis is a five-day event. Registration includes all five webinars. The event will span from 11:30 AM – 1:00 PM EST each day. \nMay 511:30 AM | INTRODUCTION \n\nMatthew D. Malone\, CFA\, CFA Society Washington\, DC Board Chairman and Managing Director\, Real Estate\, FS Investments \n\n\n11:35 AM | KEYNOTE ADDRESS \n\nLinda-Eling Lee\, Global Head of ESG Research\, MSCI \n\nQ&A portion will be moderated by Gabriel Thoumi\, CFA\, FRM\, Director of Financial Markets\, Planet Tracker \n\n12:00 PM | ESG GLOBAL PERSPECTIVES PANEL \n\nPanelists: \nMichelle Edkins\, Managing Director\, Global Head of Investment Stewardship\, BlackRock\nFrédéric Samama\, Head of Responsible Investment\, Amundi Asset Management Paris \n\nModerator: \nGillian Tett\, Chair of the Editorial Board and Editor-at-Large\, US\, Financial Times \n\nMay 711:30 AM | INTRODUCTION \n\n11:35 AM | KEYNOTE INTERVIEW \n\nHiro Mizuno\, Former Executive Managing Director and Chief Investment Officer\, Government Pension Fund (GPIF) \n\nInterviewed by Gillian Tett\, Chair of the Editorial Board and Editor-at-Large\, US\, Financial Times \n\n12:00 PM | ASSET MANAGERS PANEL \n\nPanelists: \nLibby Bernick\, Head of Sustainability\, Morningstar\nMarc Siegel\, Partner\, Financial Accounting Advisory Services\, EY\nNathalie Wallace\, Global Head ESG Investment Strategy\, State Street Global Advisors\nLisa Woll\, Chief Executive Officer\, US SIF \n\nModerator: \nRobert L. Greene\, President & CEO\, National Association of Investment Companies \n\nMay 1311:30 AM | INTRODUCTION \n\n11:35 AM | KEYNOTE ADDRESS \n\nGeorge Serafeim\, Charles M. Williams Professor of Business Administration\, Harvard Business School \n\n\n12:00 PM | ASSET OWNERS PANEL \n\nPanelists: \nChristopher Ailman\, Chief Investment Officer\, CalSTRS\nGeeta Aiyer\, CFA\, Founder and President\, Boston Common Asset Management\nMichael Davis\, Head of Defined Contribution Plan Specialists\, T. Rowe Price\nAndrew C. Palmer\, CFA\, Chief Investment Officer\, State of Maryland Retirement and Pensions System \n\nModerator: \nHank H. Kim\, Esq.\, Executive Director and Counsel\, NCPERS \n\nMay 1911:30 AM | INTRODUCTION \n\n11:35 AM | FIRESIDE CHAT WITH SEC COMMISSIONER HESTER M. PEIRCE \n\nHester M. Peirce\, Commissioner\, US Securities and Exchange Commission \n\nInterviewed by Matthew D. Malone\, CFA\, CFA Society Washington\, DC Board Chairman and Managing Director\, Real Estate\, FS Investments \n\n12:00 PM | MULTILATERAL DEVELOPMENT BANK PANEL \n\nPanellists: \nDia Martin\, CFA\, Managing Director\, Social Enterprise Finance Team\, U.S. International Development Finance Corporation (DFC)\nDiane Damskey\, Head of Secretariat\, Impact Principles\, International Finance Corporation (IFC)\nFiona Stewart\, CFA\, Global Lead Insurance and Pensions\, The World Bank Group \n\nModerator: \nM. Nicolas J. Firzli\, Director-General\, World Pensions Council\, Advisory Board Member\, World Bank Global Infrastructure Facility \n\nMay 2111:30 AM | INTRODUCTION \n\n11:35 AM | CLOSING KEYNOTE \n\nJohn Streur\, President and Chief Executive Officer\, Calvert Research and Management \n\n\n12:00 PM | THE FUTURE OF ESG PANEL \n\nPanelists: \nCatherine Banat\, Managing Director\, US Responsible Investing\, RBC GAM-US\nMark Campanale\, Founder & Executive Director\, Carbon Tracker Initiative\nSonja Gibbs\, CFA\, Managing Director and Head of Sustainable Finance\, Global Policy Initiatives\, Institute of International Finance\nThomas Kuh\, PhD\, Head of Indexes\, TruValue Labs \n\nModerator: \nGabriel Thoumi\, CFA\, FRM\, Director of Financial Markets\, Planet Tracker \n\n\n1:00 PM | CLOSING REMARKS \n\nMatthew D. Malone\, CFA\, CFA Society Washington\, DC Board Chairman and Managing Director\, Real Estate\, FS Investments \n\nAdditional DetailsWho should attend? \n\nAsset Owners\nAsset Managers\nFinancial Advisors\nInvestment Professionals\nPortfolio Managers\nWealth ManagersAnalysts\nResearchersMembers of mission-driven organizations\nOthers who share a common interest in sustainable\, responsible\, and impact investing\n\nSponsors\nFactSet\nCalvert\nTerra Alpha Investments
URL:https://cfany.org/event/virtual-esg-asset-owners-summit-2020-cfa-society-washington-dc/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200511T180000
DTEND;TZID=America/New_York:20200511T190000
DTSTAMP:20260714T103235
CREATED:20200417T154639Z
LAST-MODIFIED:20200528T152004Z
UID:59771-1589220000-1589223600@cfany.org
SUMMARY:A Global View from the former Chief Strategy Officer of the Saudi Arabian Sovereign Wealth Fund
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nDennis Johnson\, CFA\, is a rarity. As the former Chief Strategy Officer for the sovereign wealth fund for Saudi Arabia\, he has a unique global view. He will be interviewed by CFA Institute’s former CEO\, Paul Smith\, CFA. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nPaul Smith\, CFA\, Former Chief Executive Officer\, CFA Institute \n\n\nInterviewee\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM |  CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management
URL:https://cfany.org/event/asset-owner-series-virtual-summit-ep-2/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200512
DTEND;VALUE=DATE:20200515
DTSTAMP:20260714T103235
CREATED:20200508T160643Z
LAST-MODIFIED:20200508T170743Z
UID:60422-1589241600-1589500799@cfany.org
SUMMARY:FP&A Technical Mastery - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn the technical and presentation skills you need to become an invaluable member of your team \nWhat You’ll LearnThis 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company’s leadership while learning invaluable skills in problem-solving\, risk management\, and growth planning. \n\nVirtual training led by our team of FP&A professionals\nLearn a full range of invaluable FP&A skills\nBoost your Excel efficiency\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 \n\n\nIntroduction to the modern FP&A function\nMacroeconomic\, Industry\, and Competitive Analysis\nThe Power and Art of Business Modeling\n\n\n\nDAY 2 \n\n\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\n\n\n\nDAY 3 \n\n\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\nThe future of FP&A in large corporations and private companies\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nFP&A Technical Mastery\nIntroduction to Financial Planning & Analysis (FP&A) Technical Mastery Boot Camp \n\nIntroductory discussion about the modern FP&A function\nOverview of modules\n\nThe Power & Art of Business Modeling in FP&A\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\n\n\nParticipant and instructor introductions\n\nThe Power and Art of Business Modeling \n\nModeling best-practices\n\nOrganizational structure and navigation\nCoverage of key formulas & functions\, ribbons\, and functionality\nSimplification of complex modeling techniques and model hygiene\nFormula auditing\, watch window\, formula evaluator\nUse of dynamic links for linking internally and to external workbooks\n\n\nModel formatting\n\nUse of defined names for cells\, ranges\, tables\, data sets\, and formulas to simplify references\nIncorporation of dynamic drop-down lists\, toggles\, and lookups to improve efficiency\n\n\nDynamic modeling\n\nCreation of dynamic data sets\, data ranges\, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts\nUse toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets\nLookup Functions: INDEX\, MATCH\, VLOOKUP\, HLOOKUP\, DATA VALIDATION\nReal-life application through exercises and case studies\n\n\n\nData Visualization & Storytelling \n\nBest-practices for conveying financial performance in visual form for meetings and presentations\nHow FP&A can serve as a strategic partner to non-financial business functions\nCreation of deliverables with consideration given to the end-user or a wide-array of audiences\n\nSparklines combined with dynamic data ranges\nUsing dynamic data sets to populate pivot charts\, pivot tables\, and pivot slicers\n\n\nReal-life application through exercises and case studies\n\nOutputs & Variance Analysis \n\nUse of data visualization to communicate strategic mapping\, key performance indicators (KPIs)\, and balanced scorecards\nApproaches for identification and visual display of KPIs\nVariance analysis and cash flow forecasting\n\nUse of conditional formatting to highlight period-over-period variances\nConsideration of dynamic triggers for flexible conditional formatting\n\n\nReal-life application through exercises and case studies\nBuilding and displaying impactful dashboards for meetings and presentations\nCrafting and management of dynamic charts and graphs\n\nCreation of fully-dynamic graphs with automated updating of links to source information\nIncorporation of fully-flexible date range toggles within dynamic graphs\nUtilization of form controls in dynamic graphs to enhance user-interface\n\n\nReal-life application through exercises and case studies\n\nScenarios & Sensitivities \n\nFinancial consolidations\n\nSUM OF WORKSHEETS approach to scenario management\, forecasting\, and budgeting\n\n\nIntroduction to the Developer ribbon and Visual Basic for Applications (VBA)\nIntroduction to Excel’s built-in scenario manager and scenario summary function\nEnhancement of scenario user-interface with form controls (option buttons\, check boxes\, combo boxes\, spin buttons\, scroll bars\, group boxes)\nDifferences between simulation and optimization\nConduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting\n\nGetting to Answers Without Modeling \n\nConduct ‘what-if’ operational simulations to minimize risk\nUtilize goal seek to determine pricing and to target profitability\nDemonstrate how Excel’s Solver can enhance performance while addressing resource constraints\nAddress break-even\, profit optimization\, and product mix decisions\nReal-life application through exercises and case studies\n\nCapex & Project Forecasting \n\nNet Present Value (NPV)\, Internal Rate of Return (IRR)\, Modified IRR (MIRR)\, XIRR\, XNPV\nDiscounted cash flow analysis and weighted average cost of capital\nUtilize 1- and 2-variables sensitivity tables to display a range of probable results\nReal-life application through exercises and case studies\n\nForecasting & Budgeting \n\nKey terms and definitions\nForecasting methods\n\nTop-down\nBottoms-up\n\n\nHow risk\, uncertainty\, and probability affect forecasts\nHow regression aids in forecasting accuracy\nReal-life application through exercises and case studies\n\nStrategic Financial Planning & Analysis \n\nKey accounting and finance terms and definitions\nUnderstanding fundamentals of the financial statements\n\nIncome Statement\nBalance Sheet\nStatement of Cash Flows\nCommon-sizing and period-over-period trend analysis\nRatio analysis\n\n\nComprehensive strategic case study\n\nRevenue and cost builds by channel\nAssessment of the macroeconomic and industry environment\nPeer review\nLiquidity and working capital management including cash conversion cycle optimization\nGap analysis\nDebt sizing\nIntegrated venture forecast modeling\n\n\n\nProgram Conclusion \n\nWhat are the characteristics of an effective FP&A function\nThe future of FP&A in large corporations and private companies\n\nCloseAdditional DetailsWho is this boot camp for? \n\nAnalysts and managers in financial planning and analysis\nBusiness decision support\nInternal & external financial reporting groups\nControllers\nCorporate accounting professionals\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewFP&A professionals require a cross-functional understanding of accounting\, finance\, corporate strategy and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.Schedule\nEach day begins at 9am and ends at 5pm with a 1-hour lunch break as well as a midmorning and midafternoon break. \nWhat's Included?\nThe training materials that trainees receive are comprehensive and intuitive\, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
URL:https://cfany.org/event/fpa-technical-mastery-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200512
DTEND;VALUE=DATE:20200515
DTSTAMP:20260714T103235
CREATED:20200508T160039Z
LAST-MODIFIED:20200508T170704Z
UID:60419-1589241600-1589500799@cfany.org
SUMMARY:Introduction to Project Finance Modeling
DESCRIPTION:Presented by Wall Street Prep\, Build a full-scale project finance model in this intensive 3-day boot camp. \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up- the way it’s done on the job. \nTaught by experienced project finance professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \n\nLearn the key principles of Project Finance\nBuild a project finance transaction model from the ground up\nUnderstand commonly used project financing structures\nIncludes Excel Project Finance model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\n\nIntroduction to Project Finance\nThis section provides a conceptual overview of project finance and is intended to provide students with the basic understanding of the financial structure of the Project Finance Model Case Study. \n\nWhat is project finance\nDifference between project finance and corporate finance\nProject finance structure\nProject finance risks and risk changes over time\nConstraints to project finance investment\nSources of project finance\n\nProject revenues and costs\nDebt financing instruments and characteristics\nEquity financing and characteristics\n\n\nIntroduction to key project finance metrics\nTypes of project documentation\n\nProject Finance Modeling Best Practices\nThis section discusses and provides practical excel exercises for formats\, functions\, and formulas which will be used in the Project Finance Model Case Study \n\nFeatures of the financial model\nImportance of financial models\nModeling best practices (12 rules)\n\nProject Finance Model Case Study\, Phase 1\nThis section is a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 1: Introduction to the Project Finance Model Case Study\n\nOverview of case study project\nBaseline financial structure of case study (eg: revenue\, cost\, capital structure)\n\n\nProject Finance Model Part 2: Setting Up A Template Worksheet\n\nFormatting a template sheet for easy viewing\nIntroduce model headings\, output messages\, units\, and timelines\n\n\nProject Finance Model Part 3: Setting Up the Timing Sheet\n\nSet up the proper model periodicity using key excel functions\n\n\nProject Finance Model Part 4: Setting Up Inputs Sheets\n\nCategorically set up input sheets which can run multiple scenarios\nCreate flexibility for revenues\, expenses\, leverage\, and financing assumptions\nSet up static and time-based inputs for model calculations\n\n\n\nProject Finance Model Case Study\, Phase 2\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 5: Creating Timing Flags\n\nCode flexible timing flags for triggers\, construction\, and operational periods\nCalculate flexible percent completion flags\n\n\nProject Finance Model Part 6: Integrating Financial Statements\n\nSet up an integrated Cashflow Statement\, Balance Sheet\, and Income Statement\nUnderstand dependences between the 3 financial statements and calculations\n\n\nProject Finance Model Part 7: Capital Costs Calculations\n\nCode control accounts for project expenditures\nCalculate fixed assets during construction\nDevelop depreciation calculations and integrate into financial statements\n\n\nProject Finance Model Part 8: Implementing a Checks Sheet\n\nBuild a project checks sheet with a tolerance level\n\n\nProject Finance Model Part 9: Reserve Accounts\n\nDevelop working capital accounts to account for timing differences of cash received and expended\nCode operational period calculations including routine operations and major maintenance expenditures\nLink operational period calculations to financial statements\n\n\nProject Finance Model Part 10: Debt Financing Calculations\n\nCode senior debt and subordinated debt calculations\nUnderstand the impact of cashflow available or debt service to repayment of debt financing\nCalculate debt drawdown\, debt principal\, and debt interest\n\n\nProject Finance Model Part 11: Equity and Dividend Calculations\n\nCalculate equity injections and redemptions\nCreate a dividends control account and constraints to equity distributions\n\n\n\nProject Finance Model Case Study\, Phase 3\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 12: Project Taxation\n\nCalculate profit chargeable to corporation tax\nSet up a corporation tax control account to link to financial statements\n\n\nProject Finance Model Part 13: Ratios and Returns\n\nDevelop a debt service coverage ratio calculation\, NPV Calculation\, Project and Equity IRR calculation\nCreate project outputs and management overviews including a sources and uses table and management dashboard\n\n\nProject Finance Model Part 14: Final Project Finance Model Review\n\nCode in VBA to analyze project and equity IRRs of multiple scenarios simultaneously\nLearn summary and perform sensitivity analysis\n\n\n\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nThis boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions  and 1-on-1 interaction \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/introduction-to-project-finance-modeling/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200513T160000
DTEND;TZID=America/New_York:20200513T170000
DTSTAMP:20260714T103235
CREATED:20200428T053255Z
LAST-MODIFIED:20200514T175037Z
UID:60135-1589385600-1589389200@cfany.org
SUMMARY:[Webinar] Managing Wall Street Job Search: The Next Normal
DESCRIPTION:OverviewA webinar presented by Roy Cohen\, a nationally recognized career counselor and executive coach\, and a leading expert in Wall Street job search and career management. \nThe rules for a job search have changed almost overnight and with significant impact on how individuals conduct a job search and on how Wall Street recruits candidates. This workshop will offer insights and recommendations on how to manage a virtual job search in an environment where there is both uncertainty and a need to be prepared for the unexpected. The focus is on figuring out what to do right now and on how to develop and execute a dynamic strategy with meaningful results. Please come prepared to ask questions. \nLearning Outcome Statements: \n\nJob hunting strategies\nCrisis Management\nCareer Management\n\nAgenda4:00 PM | WELCOMING REMARKS \n\nChristos Charalambous\, CFA\, Senior Investment Strategist\, CSQR Capital \n\n\n4:05 PM | KEYNOTE SPEAKER \nModerated by Randall Thomas\, Founding Partner\, Calice Group \n\nRoy Cohen\, MBA Career Counselor & Executive Coach\, Roy Cohen Career Management \n\n\n4:45 PM |  Q & A \n\n5:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nChristos Charalambous\, CFA\, Senior Investment Strategist\, CSQR Capital \n\nFeaturing  Roy Cohen is a career counselor and executive coach and the author of The Wall Street Professional’s Survival Guide\, the best-selling and only career resource for people who work on Wall Street or want to. In addition to numerous media appearances and frequent quotes\, Roy speaks often at a range of events\, most recently on behalf of various chapters of the CFA Institute and at a number of business schools. He is also currently an advisor to Baruch College’s master of financial engineering program and he serves on the advisory board for Men’s Fitness Magazine. He has an MBA from Columbia and an undergraduate degree from Cornell.
URL:https://cfany.org/event/webinar-managing-wall-street-job-search-the-next-normal/
LOCATION:Virtual Only
CATEGORIES:Career Development,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200518
DTEND;VALUE=DATE:20200521
DTSTAMP:20260714T103235
CREATED:20200420T185454Z
LAST-MODIFIED:20200423T165653Z
UID:59805-1589760000-1590019199@cfany.org
SUMMARY:[CFA Institute Webinar] 73rd CFA Institute Annual Conference: Thriving in Today’s Connected Market
DESCRIPTION:OverviewJoin the global community of investment professionals for three days of informative\, practical programming focusing on strategies to navigate the evolving global marketplace and fast changing world. The 73rd CFA Institute Annual Virtual Conference will feature presentations and interviews with noted investors\, geopolitical experts\, bestselling authors\, coaches\, psychologists\, leading researchers\, and successful practitioners. \nLearning Objectives  \n\nGlobal Macro and Market Outlook in Uncertain Times\nPsychology and Personal Advice for Living and Working Through the Global Crisis Strategies for Investing Through the Crisis\n\nFeaturingDonald Altman \nAuthor\, Mindfulness Consultant\, and Trainer \nDaniel Crosby \nChief Behavioral Officer \nBrinker Capital \nAswath Damodaran \nKerschner Family Chair Professor of Finance \nStern School of Business\, New York University \nPeter Zeihan \nPresident and Founder \nZeihan on Geopolitics \nAdditional DetailsGet connected on 18–20 May 2020 for the following: \n\n18 May: Global Macro and Market Outlook in Uncertain Times\n\nTime : 1:00pm-3:00pm\n\n\n19 May: Psychology and Personal Advice for Living and Working Through the Global Crisis\n\nTime: 1:00pm-3:00pm\n\n\n20 May: Strategies for Investing Through the Crisis\n\nTime: 11:00am-1:00pm\n\n\n\nYou are one click away from information to help navigate the new realities of today’s connected markets \nFeaturing
URL:https://cfany.org/event/cfa-institute-webinar-73rd-cfa-institute-annual-conference-thriving-in-todays-connected-market/
LOCATION:Virtual Only
CATEGORIES:Industry Conference,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200518T090000
DTEND;TZID=America/New_York:20200518T103000
DTSTAMP:20260714T103235
CREATED:20200207T195059Z
LAST-MODIFIED:20200515T063312Z
UID:58500-1589792400-1589797800@cfany.org
SUMMARY:[Webinar] Can We Kick-Start The Global Economy?
DESCRIPTION:Live Webinar Event Please do not come to CFA Society New York for this event.\nOverviewIs this the End of the Beginning? \nAfter a devastating shock wave and a repricing of all risk assets\, what will it take to get the global economy back? Experts from China and the U.S. will discuss the current state of the global economy\, the latent aftershocks that are just as daunting\, and what “normal” might look like on the other side of the contagion.” \nAgenda9:00 AM | WELCOMING REMARKS \n\nMartin Pomp\, CFA \nMary Wadsworth Darby\, Chief Representative- CKGSB Americas \n\n\n9:05 AM | PANEL DISCUSSION \n\nModerator \nLyric Hughes Hale\, Editor-in-chief\, EconVue \n\n\nPanelists \nAndrew Bishop\, Partner\, Global Head of Policy Research\, Signum Global Advisors  \nProfessor Xu Chenggang\, Professor of Economics\, Cheung Kong Graduate School of Business \n\n\n10:05 AM |  Q & A \n\n10:25 AM |  CLOSING REMARKS \n\nMartin Pomp\, CFA \n\nAdditional DetailsLearning Outcomes \n\nWho are the dominant firms in Chinese technology\nHow China’s tech champions have created their market share and dominance\nHow Chinese technology companies are different from their U.S. counterparts\nHow the Chinese tech sector co-exists with the government
URL:https://cfany.org/event/enter-the-dragon-chinas-fang-stocks/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Investing Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200518T173000
DTEND;TZID=America/New_York:20200518T183000
DTSTAMP:20260714T103235
CREATED:20200417T202337Z
LAST-MODIFIED:20200528T152001Z
UID:59783-1589823000-1589826600@cfany.org
SUMMARY:A View of LATAM’s Public and Private Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nFernando Manrique\, CFA\, CAIA of AFP Integra (part of Sura\, Latin America’s largest private pension plan) will share where he sees value in the public and private markets in Peru and beyond in LATAM. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda5:30 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n5:35 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nDaniel Gamba\, CFA\, Global Head of Active Equity Product Strategy\, BlackRock; Vice-Chair\, CFA Institute Board of Governors \n\n\nInterviewee\nFernando Manrique\, CFA\, CAIA\, Head of Bottom Up Investments\, AFP Integra / Sura \n\n\n6:15 PM | Q&A FROM AUDIENCE \n\n6:30 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nSignificant insight in LATAM regional investments\nGood view of asset owner decisions
URL:https://cfany.org/event/asset-owner-series-virtual-summit-ep-3/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200519T180000
DTEND;TZID=America/New_York:20200519T193000
DTSTAMP:20260714T103235
CREATED:20200207T200517Z
LAST-MODIFIED:20200508T190011Z
UID:58505-1589911200-1589916600@cfany.org
SUMMARY:[Webinar] FASB Chairman Russell Golden
DESCRIPTION:Live Webinar Event Please do not come to CFA Society New York for this event.\nOverviewRussell G. Golden’s 7-year term as FASB Chairman is coming to an end in June. A long-time staff member at the FASB\, Mr. Golden served as Technical Director of the FASB\, overseeing staff work on accounting standards and technical application and implementation activities and chaired the Emerging Issues Task Force before becoming FASB Chairman. These roles helped prepare him to lead the adoption and implementation of two of the most significant revisions to accounting standards ever: revenue recognition and lease accounting. At this presentation\,Mr. Golden will reflect on his years leading the FASB\, the Board’s accomplishments\, as well as its unfinished business. He will also provide a personal assessment of accounting standard setting and financial reporting in the years ahead. \nAgenda6:00 PM | WELCOMING REMARKS \n\nStephen P. Percoco \n\n\n6:10 PM | KEYNOTE SPEAKER \n\nRussell Golden\, CPA\, Chairman\, Financial Accounting Standards Board (FASB) \n\n\n7:00 PM |  Q & A \n\n7:20 PM | CLOSING REMARKS \n\nStephen P. Percoco \n\n\n7:30 PM | ADJOURN \nAdditional DetailsLearning Outcomes \n\nA recap of the 7-year term of Russell Golden\, FASB Chairman\nLearn how the Board adopted and implemented two major new accounting standards: revenue recognition and lease accounting\nHear reflections on the future challenges and opportunities in accounting standard setting and financial reporting
URL:https://cfany.org/event/fasb-chairman-russell-golden/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200520T100000
DTEND;TZID=America/New_York:20200520T113000
DTSTAMP:20260714T103235
CREATED:20200512T061216Z
LAST-MODIFIED:20200519T181555Z
UID:60502-1589968800-1589974200@cfany.org
SUMMARY:(Webinar)The Current Expected Credit Loss Standard: What an Investor Needs to Know
DESCRIPTION:OverviewFASB’s Current Expected Credit Loss (CECL) standard was adopted by large public-filing banks and other financial institutions on January 1\, 2020. Smaller public filers and non-public filers have until 2023 to implement CECL. Given the recent rapid downturn in the global economy\, this may be the most impactful financial reporting change implemented in decades. In addition to “Day 1” effects from the standard’s January 1\, 2020 adoption\, institutions needed to incorporate the Q1 2020 events in their Q1 current expected credit losses. This program is part 1 of a two program series.  On June 25\, 2020 we will be having a second program reviewing actual reported Q1 2020 CECL results and their impact. \nAgenda10:00 AM | WELCOMING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society of New York \n\n\n10:05 AM | PANEL DISCUSSION \n\nModerator \nEthan Heisler\, CFA\, Senior Bank Analyst\, Kroll Bond Rating Agency\, Inc. \nPanelists \nLinda Bergen\, CPA\, MBA\, Director of Corporate Accounting Policy\, Citigroup \nMichael L. Gullette\, Senior Vice President\, American Bankers Association \nMaria Mazilu\, Vice President\, Senior Accounting Analyst\, Financial Institutions Group – Moody’s Investors Service \n\n\n11:00 AM |  Q&A \n\n11:15 AM | CLOSING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society of New York \n\n\n11:30 AM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nWhy did FASB decide to change accounting for credit impairment\, and what is CECL’s connection with the Great Financial Crisis?\nHow different is the CECL reporting model from the old incurred loss method model? Does CECL improve transparency around an institution’s ability to predict loss compared to the incurred loss method?\nWhat is the impact of the CARES Act and the regulatory phased implementation for regulatory capital on CECL’s impact on bank activity?\nWill CECL change the dynamics of the financial system?\nWill there be shifting of certain types of lending outside of regulated banks?
URL:https://cfany.org/event/the-current-expected-credit-loss-standard-what-an-investor-needs-to-know/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200521T180000
DTEND;TZID=America/New_York:20200521T190000
DTSTAMP:20260714T103235
CREATED:20200508T153631Z
LAST-MODIFIED:20200526T153557Z
UID:60411-1590084000-1590087600@cfany.org
SUMMARY:Webinar: Market Outlook in the Age of the Pandemic [Part II]
DESCRIPTION:OverviewJoin us for a Market Outlook update from CIOs and PM during this constantly changing environment we are currently experiencing. Hear and discuss issues and outlooks that current investors are considering while they form their views about where to allocate capital efficiently. CFA Society New York members and financial professionals will benefit from hearing a diverse set of views from established market participants. CFA Society New York is providing our community the ability to hear from market experts and more importantly provide the ability to ask questions during this period of social distancing. \nAgenda6:00 PM | WELCOMING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\,CFA\, Institutional Director\, Schroders \nPanelist \nCameron Crise\, Macro Strategist\, Bloomberg \nMaria Giraldo\,CFA\, Managing Director\, Macroeconomics & Investment Research\, Guggenheim Partners \nMarvin Loh\, Senior Global Market Strategist\, Multi-Asset Research Team\, State Street Global Markets  \n\n\n6:45 PM |  Q&A \n\n6:55 PM |  CLOSING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n7:00 PM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nExchange of views \nContemporaneous with current market dynamics \nFocus on potential market outcomes\nThought leadership by practitioners
URL:https://cfany.org/event/webinar-market-outlook-in-the-age-of-the-pandemic-part-ii/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200526T140000
DTEND;TZID=America/New_York:20200526T150000
DTSTAMP:20260714T103235
CREATED:20200519T144834Z
LAST-MODIFIED:20200522T184638Z
UID:60686-1590501600-1590505200@cfany.org
SUMMARY:Liberalizing the Accredited Investor Rule: Challenges and Benefits — by CAIA Association
DESCRIPTION:OverviewShould retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets\, are retirement goals at risk by relying solely on public markets? Bill Kelly\, CEO\, CAIA\, and John Bowman\, Senior Managing Director\, CAIA\, join a panel of experts to provide a balanced and objective dialogue about how the industry should weigh these complex topics.  \nFeaturingAndrea Auerbach\nPartner and Head of Global Private Investments – Cambridge Associates     \nBarbara Roper\nDirector of Investor Protection – Consumer Federation of America      \nLawrence Calcano\nChief Executive Officer – iCapital Network     
URL:https://cfany.org/event/liberalizing-the-accredited-investor-rule-challenges-and-benefits/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200526T180000
DTEND;TZID=America/New_York:20200526T190000
DTSTAMP:20260714T103235
CREATED:20200420T165246Z
LAST-MODIFIED:20200528T152003Z
UID:59796-1590516000-1590519600@cfany.org
SUMMARY:Reflections on a Career Serving the Public Pension System
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nChris Ailman\, Chief Investment Officer\, CalSTRS\, will share his views of how one of the US’ largest public plans is positioning its portfolio in this rare market environment. Alternative investments will also be discussed as he will be interviewed by John Bowman of CAIA. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \n\n\nInterviewee\nChris Ailman\, Chief Investment Officer\, CalSTRS \n\n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nKnowledge about pension plans\nEducation about the market
URL:https://cfany.org/event/asset-owner-series-virtual-summit-ep-4/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Free Webinar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200527T160000
DTEND;TZID=America/New_York:20200527T170000
DTSTAMP:20260714T103235
CREATED:20200526T141003Z
LAST-MODIFIED:20200526T141003Z
UID:60840-1590595200-1590598800@cfany.org
SUMMARY:US 2020 Elections: A Lot is at Stake for Markets — CFA Society Jacksonville
DESCRIPTION:OverviewElections always matter and this year’s will be no exception\, as the outcome will have a major impact on the U.S. economy and capital markets. \nMRB Global Strategist Peter Perkins will examine the key factors that will likely determine who will be the next president and which party will control the House and Senate\, focusing most closely on the all-important swing states. He will also discuss how the significant policy differences between the two parties may affect the overall equity market and specific sectors\, including energy\, financials\, health care and technology\, and put them into the broader domestic and global economic context. \nFeaturingPeter Perkins \nPeter Perkins is a founding partner. He has extensive experience\, both as a strategist and economist. Mr. Perkins focuses on asset allocation issues and strategy\, key drivers of the global economy and capital markets\, as well as investment opportunities and risks. He works closely with MRB clients on tactical and strategic asset allocation\, assisting them in interpreting and translating macroeconomic and policy factors into a tailored investment strategy. Mr. Perkins speaks widely at conferences\, seminars and client meetings and regularly participates in investment committee meetings for select investment management firms. \nOver his career\, Mr. Perkins has covered all major asset classes and regions\, and worked in the U.S.\, Hong Kong\, Mexico\, and Canada\, before recently relocating to the U.K. Prior to forming MRB\, he was Managing Editor at BCA Research Inc.\, focusing on tactical asset allocation and supporting major clients. \nMr. Perkins has a Master of Economics from Pennsylvania State University and B.A in Economics from the University of Maryland.
URL:https://cfany.org/event/us-2020-elections-a-lot-is-at-stake-for-markets-cfa-society-jacksonville/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200601T180000
DTEND;TZID=America/New_York:20200601T190000
DTSTAMP:20260714T103235
CREATED:20200427T200842Z
LAST-MODIFIED:20200528T194130Z
UID:60085-1591034400-1591038000@cfany.org
SUMMARY:What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear what Rich Nuzum\, CFA\, Global President of Investments and Retirement at Mercer\, thinks the current market pressures will yield in terms of client expectations of products and services. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nSteve Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director\, Americas Region and Professional Learning\, CFA Institute \n\n\nInterviewee\nRich Nuzum\, CFA\, Global President\, Investments and Retirement\, Mercer \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nAsset allocation\nInvestment policy\nAlternative asset manager selection
URL:https://cfany.org/event/what-does-one-of-the-largest-consultants-think-clients-will-want-next/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200603T090000
DTEND;TZID=America/New_York:20200605T170000
DTSTAMP:20260714T103235
CREATED:20200504T162109Z
LAST-MODIFIED:20200508T185635Z
UID:60302-1591174800-1591376400@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.What's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/june3-financial-and-valuation-modeling-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200603T120000
DTEND;TZID=America/New_York:20200603T131500
DTSTAMP:20260714T103235
CREATED:20200519T180456Z
LAST-MODIFIED:20200519T180601Z
UID:60716-1591185600-1591190100@cfany.org
SUMMARY:[CFA Society Boston Webinar] Genomics and Biotech Innovation in the Battle Against COVID-19
DESCRIPTION:OverviewAs the world is gripped by the COVID-19 crisis\, innovations in the genomics and biotech space continue to press ahead. In fact\, the speed and cost of DNA sequencing has improved in such a way that scientists were able to sequence the virus behind COVID-19 in a matter of days\, compared to the months it took to do the same for SARS. Furthermore\, various innovative biotech companies are experimenting with unconventional treatments that could offer promise in treating and preventing the spread of this disease. \nJoin us for a webinar on June 3\, 2020 as CFA Society Boston hosts Cathie Wood\, CEO\, CIO and founder of ARK Invest\, along with Simon Barnett and Ali Urman\, ARK’s Genomic Revolution Analysts. We’ll explore the current genomics landscape\, the various non-conventional treatment methods that are being developed\, and the implications of these innovations beyond the immediate need to defeat COVID-19. \nFeaturingCatherine D. Wood\nFounder\, CEO\, CIO-ARK Investment Management LLC \nSimon Barnett\nGenomic Revolution Analyst -ARK Investment Management LLC \nAlexandra Ali Urman\nGenomic Revolution Analyst -ARK Investment Management LLC
URL:https://cfany.org/event/cfa-society-boston-webinar-genomics-and-biotech-innovation-in-the-battle-against-covid-19/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
END:VCALENDAR