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DTSTART;TZID=America/New_York:20201123T083000
DTEND;TZID=America/New_York:20201123T093000
DTSTAMP:20260717T023726
CREATED:20201118T152349Z
LAST-MODIFIED:20201118T221124Z
UID:64626-1606120200-1606123800@cfany.org
SUMMARY:Building a Successful Investment Strategy in China as a Foreign Investor - Perspectives from Power Corp\, a Desmarais family controlled company
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nPerspectives from Power Corp\, a Desmarais family controlled company. \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. \nAgenda8:30 AM | WELCOMING REMARKS \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management \n\n\n8:35 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nPravin Raveendran\, Chief Executive Officer\, AssetOwner.CO \n\n\nInterviewee\nEoin Ó hÓgáin\, Vice President\, Power Corporation of Canada; Acting CEO/CIO\, Power Pacific Investment Management \n\n\n9:30 AM |  CLOSING REMARKS & ADJOURNMENT \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC \n\nAdditional DetailsAreas of Focus \n\nOverseas investment search and selection\nChina Microeconomics
URL:https://cfany.org/event/building-a-successful-investment-strategy-in-china-as-a-foreign-investor-perspectives-from-power-corp-a-desmarais-family-controlled-company/
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:20201123T150000
DTEND;TZID=America/New_York:20201123T160000
DTSTAMP:20260717T023726
CREATED:20201026T200456Z
LAST-MODIFIED:20201118T221404Z
UID:64102-1606143600-1606147200@cfany.org
SUMMARY:North American Alternative Investment Risks
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nRossitsa Stoyanova\, Managing Director\, Canada Pension Plan Investment Board will be interviewed by John Bowman\, CFA 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. \nAgenda3:00 PM | WELCOMING REMARKS \n\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\n\n3:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA \n\n\nInterviewee\nRossitsa Stoyanova\, Managing Director\, Head of Portfolio Design\, Total Portfolio Management\, Canada Pension Plan Investment Board\n \n\n\n4:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nRisk Management
URL:https://cfany.org/event/north-american-alternative-investment-risks/
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:20201124T180000
DTEND;TZID=America/New_York:20201124T190000
DTSTAMP:20260717T023726
CREATED:20201118T151719Z
LAST-MODIFIED:20201120T195709Z
UID:64624-1606240800-1606244400@cfany.org
SUMMARY:Resilience and Progress Despite the Disruptions
DESCRIPTION:OverviewThis event is targeted at current CFA candidates across all 3 exam levels\, and recent CFA charterholders and CFANY members are cordially invited. \nParticipants will hear from a panel of experts on: \n– Resources provided by CFANY to best prepare for the CFA exam and to leverage its strong event pipeline and local professional network\n– Career development\, networking\, and market thought leadership events organized by the Young Leaders Group to continue advancing your career\n– Insights on coping with CFA exam cancellations and succeeding in the new Computer-Based Testing format from the leading CFA Prep Provider Kaplan Schweser \nGuest SpeakersCaroline Busby\, CFA\, Vice Chair of Young Leaders Group at CFA Society New York \nMario  E.  Carias\, CFA\, Managing Director\, Content & Member Services at CFA Society New York \nDr. Bijesh (B.J.) Tolia\, CFA\, CA\, CFA Exam Instructor at Kaplan Schweser \nMaggie Wong\, CFA\, POPM\, Chair of Young Leaders Group at CFA Society New York
URL:https://cfany.org/event/resilience-and-progress-despite-the-disruptions/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201130T093000
DTEND;TZID=America/New_York:20201130T160000
DTSTAMP:20260717T023726
CREATED:20200929T150249Z
LAST-MODIFIED:20201127T232317Z
UID:63536-1606728600-1606752000@cfany.org
SUMMARY:7th Annual Sustainable Investing Conference - ESG 2.0
DESCRIPTION:OverviewOn Monday\, November 30\, CFA Society New York’s Sustainable Investing Group will kick off the Annual Sustainable Finance Week in New York with our 7th Annual Sustainable Investing Conference.  \nWe will focus on new trends of sustainable finance and investing and go beyond the usual discussion about what ESG means and doesn’t mean. The event’s focus will be on how investors have successfully integrated ESG into investments and investment analysis\, the trends of using new technologies – from using Artificial intelligence\, machine learning\, satellite imagery – to expand\, support\, and identify investment opportunities. \nWe have moved our annual sustainable investing conference into the virtual world and will have 4 in-depth panel discussions on novel ESG and sustainable investing topics combined with 2 keynote addresses by leading sustainable investing experts on the future of ESG and sustainable investing. \nAgenda9:30 AM | WELCOME ADDRESS \n\nAdam Phillips\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\n\n9:35 AM | FIRESIDE CHAT ON DIVERSITY\, EQUITY\, AND INCLUSION \nInterviewed by: Carol Jeppesen\, CAIA\, Head of U.S.\, Principles for Responsible Investment (PRI) \n\nInterviewee \nAngela Miller-May\, Chief Investment Officer\, Chicago Teachers’ Pension Fund \n\n\n10:15 AM | BREAK \n\n10:30 AM | RAMIFICATIONS FROM USING AI\, MACHINE LEARNING\, AND SATELLITE IMAGERY ON THE ESG DATA LANDSCAPE PANEL DISCUSSION \nIntroduced by: Kuni Chen\, CFA\, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nModerator \nMiquel Noguer Alonso\, PhD\, Chief Executive Officer\, Artificial Intelligence Finance Institute \nPanelists \nTodd Bridges\, Ph. D.\, Partner\, Global Head of Sustainable Investing & ESG Research\, Arabesque \nYasin Rosowsky\, Ph. D.\, Co-Chief Executive Officer\, Arabesque AI \n\n\n11:20 AM | BREAK \n\n11:30 AM | THE RISE OF ESG IN FIXED INCOME MARKETS PANEL DISCUSSION \nIntroduced by: Henrik Jeppesen\, CFA\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nModerator \nHenry Shilling\, Director of Research\, Sustainable Research and Analysis LLC \nPanelists \nCarmen Nuzzo\, Ph. D.\, Head of Fixed Income\, Principles for Responsible Investment (PRI) \nRobert Fernandez\, CFA\, Vice President\, Director of ESG Research\, Breckinridge Capital Advisors \nSwami Venkataraman\, CFA\, Senior Vice President\, ESG Group\, Moody’s Investors Service \n\n\n12:20 PM | BREAK \n\n12:30 PM | FIRESIDE CHAT ON THE NETZERO PORTFOLIO STRUCTURING FROM AN INVESTMENT MANAGEMENT PERSPECTIVE \nInterviewed by: Matt Orsagh\, CFA\, CIPM\, Director of Capital Markets Policy\, CFA Institute \n\nInterviewee \nChristopher Kaminker\, Ph.D.\, Head of Sustainable Investment\, Lombard Odier Investment Managers \n\n\n1:10 PM | BREAK \n\n1:15 PM | KEYNOTE PRESENTATION ON THE NETZERO PORTFOLIO STRUCTURING FROM AN ASSET OWNER PERSPECTIVE \nIntroduced by: Adam Phillips\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nKeynote Speaker \nHerman Bril\, Director\, Office of Investment Management\, United Nations Joint Staff Pension Fund \n\n\n1:55 PM | BREAK \n\n2:00 PM | THE FUTURE OF THE GLOBAL ESG & CLIMATE REGULATORY FRAMEWORK PANEL DISCUSSION \nIntroduced by: Emily Thomas\, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nModerator \nBhakti Mirchandani\, Director of Responsible Investing\, Trinity Church Wall Street \nPanelists \nHeather Slavkin Corzo\, Head of US Policy\, Principles for Responsible Investment (PRI) \nSamantha Ross\, Founder\, AssuranceMark \n\n\n2:50 PM | BREAK \n\n3:00 PM | CLOSING KEYNOTE PRESENTATION: HOW TO INTEGRATE SUSTAINABILITY & CLIMATE INTO PORTFOLIO MANAGEMENT – WALKING THE TALK \nIntroduced by: Henrik Jeppesen\, CFA\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nKeynote Speaker \nMary Catherine Lader\, Head of Aladdin Sustainability\, BlackRock \n\n\n3:45 PM | CONCLUDING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nAdditional DetailsLearning Outcomes \n\nEducate participants on ESG investing\nEducate participants about latest developments and trends in sustainable investing and ESG integration\nEducate participants on developing sustainable investing investment policy
URL:https://cfany.org/event/7th-annual-sustainable-investing-conference-esg-2-0/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201130T180000
DTEND;TZID=America/New_York:20201130T190000
DTSTAMP:20260717T023726
CREATED:20201112T194513Z
LAST-MODIFIED:20201118T221815Z
UID:64530-1606759200-1606762800@cfany.org
SUMMARY:A View of Long-Termism from New Zealand's Sovereign Wealth Fund
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nStephen Gilmore\, CIO of The Guardians of New Zealand Superannuation Fund will be interviewed by CAIA’s Jo Murphy. \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\nRobert Discolo\, CFA\, CAIA\, CEO and CIO\, River Partners Family Office \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJoanne Murphy\, Managing Director\, Asia Pacific\, Industry Relations\, CAIA Association \n\n\nInterviewee\nStephen Gilmore\, CIO\, The Guardians of New Zealand Superannuation \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nESG Principles for Investments\nLong-Termism
URL:https://cfany.org/event/a-view-of-long-termism-from-new-zealands-sovereign-wealth-fund/
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:20201201T170000
DTEND;TZID=America/New_York:20201201T183000
DTSTAMP:20260717T023726
CREATED:20201001T164236Z
LAST-MODIFIED:20201201T181845Z
UID:63594-1606842000-1606847400@cfany.org
SUMMARY:Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job
DESCRIPTION:OverviewA discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change.  Roy will present strategies for conducting a successful job search in this changed landscape.  This will be followed by a Q&A period for attendees to inquire further for advice. \nAgenda5:00 PM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC \n\n\n5:05 PM | KEYNOTE DISCUSSION \n\nKeynote  \nRoy Cohen\, Career Coach\, Author\, Roy Cohen Career Management \n\n\n5:45 PM | Q&A \n\n6:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nMaggie Wong\, CFA\, Senior Product Manager at Silicon Valley Bank \n\nAdditional DetailsLearning Outcomes \n\nJob hunting strategies\nVirtual networking\nWorking in a virtual environment
URL:https://cfany.org/event/pounding-the-virtual-pavement-essential-advice-on-finding-your-next-job/
LOCATION:Virtual Only
CATEGORIES:Business Management,Career Development,CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201202
DTEND;VALUE=DATE:20201205
DTSTAMP:20260717T023726
CREATED:20200626T191442Z
LAST-MODIFIED:20210324T204748Z
UID:61747-1606867200-1607126399@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 8AM – 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.Schedule\nVirtual training runs daily from 8am 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/financial-and-valuation-modeling-boot-camp-wall-street-prep-dec2/
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:20201203T180000
DTEND;TZID=America/New_York:20201203T193000
DTSTAMP:20260717T023726
CREATED:20201118T020437Z
LAST-MODIFIED:20201118T020437Z
UID:64612-1607018400-1607023800@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFANY members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFANY leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201207T180000
DTEND;TZID=America/New_York:20201207T190000
DTSTAMP:20260717T023726
CREATED:20201201T173226Z
LAST-MODIFIED:20201204T142354Z
UID:64887-1607364000-1607367600@cfany.org
SUMMARY:Utilizing the Canadian Endowment Model in a UK Pension Scheme
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nMichelle Ostermann\, CFA\, will discuss RPMI Railpen’s organizational and asset allocation change that’s leading to more private assets. She will be interviewed by John Bowman\, 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\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA \n\n\nInterviewee\nMichelle Ostermann\, CFA\, Chief Fiduciary Officer – Investment\, RPMI Railpen \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nEvelyn Yeow\, CFA\, Treasurer – Board of Directors\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nPrivate Asset Due Diligence
URL:https://cfany.org/event/utilizing-canadian-endowment-model-in-uk-pension-scheme/
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:20201209
DTEND;VALUE=DATE:20201212
DTSTAMP:20260717T023726
CREATED:20200831T152059Z
LAST-MODIFIED:20210324T204745Z
UID:62633-1607472000-1607731199@cfany.org
SUMMARY:Introduction to Project Finance Modeling - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp \nPerfect 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\nWhat You’ll LearnCFANY.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?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/introduction-to-project-finance-modeling-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:20201210T090000
DTEND;TZID=America/New_York:20201210T153500
DTSTAMP:20260717T023726
CREATED:20201124T233257Z
LAST-MODIFIED:20201217T185533Z
UID:64750-1607590800-1607614500@cfany.org
SUMMARY:Global Policymakers Series (GPS) Fourth Quarter Summit 2020
DESCRIPTION:Global Policymakers Series (GPS)Fourth Quarter Summit 2020OverviewA virtual  Asset Owner Series™ event \nGlobal Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers\, in addition to senior think tank representatives with valuable policy insights\, for technical discussions concerning the impact of regulatory\, multilateral\, fiscal and monetary policies on financial markets and the global economy. GPS launched in June 2020 owing to the critical role policy decisions were playing on investment performance in light of COVID-19. \nMonetary and fiscal policy response was taken to unprecedented levels during the Great Recession. The policy response to the financial stresses brought by COVID-19 are likely to exceed the response during the Great Recession. Longer-term\, global public pension underfunding\, increasing sovereign debt levels\, entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses. GPS will dig deep into these topics and go well beyond the headlines and political noise that obscure real debate and analysis. \nAgenda and Lineup8:55 AM | INTRODUCTION \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n9:00 AM | KEYNOTE SESSION \n\nMaya MacGuineas\, President\, Committee for a Responsible Federal Budget \n\n\n10:05 AM | INFRASTRUCTURE PANEL  \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanelists \nAndrew Claerhout\, Partner\, Searchlight Capital Partners; Former Head – Infrastructure & Natural Resources Investing\, Ontario Teachers’ Pension Plan \nRoberta Waxman-Lenz\, Head of Real Assets and Portfolio Manager\, United Nations Joint Staff Pension Fund \nMorgan Landy\, Co-Director – Transactional Risk Solutions Department\, International Finance Corporation\, World Bank Group \n\n\n11:35 AM | EURO PANEL \n\nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council \n\nPanelists \nDavid Weeks\, Co-Chair\, Association of Member Nominated Trustees \nHelen Thomas\, CEO\, BlondeMoney \n\n\n1:05 PM | LATAM PANEL \n\nModerator \nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments \n\nPanelists \nManuel Bulnes\, Head of Investment Banking and Partner\, LarrainVial SpA \nLuis Miguel Valdivieso\, Formerly – Minister of Finance of Peru; Formerly – Ambassador of Peru to USA \n\n\n2:35 PM | THE MACRO VIEW \n\nModerator \nNoel Lateef\, CEO\, Foreign Policy Association \n\nPanelists \nPaul Sheard\, Research Fellow – Mossavar-Rahmani Center for Business and Government\, Harvard Kennedy School \nWilliam R. “Bill” Rhodes\, President and CEO\, William R. Rhodes Global Advisors\, LLC; Former Chairman\, President & CEO\, Citibank\, N.A. \n\n\n3:35 PM | CLOSING REMARKS \n\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\nAdditional DetailsLearning Outcomes \n\nPublic policy impact on investments\nPublic pension underfunding factors
URL:https://cfany.org/event/global-policymakers-series-gps-fourth-quarter-summit-2020/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201215T130000
DTEND;TZID=America/New_York:20201215T140000
DTSTAMP:20260717T023726
CREATED:20200917T225026Z
LAST-MODIFIED:20201204T193413Z
UID:63262-1608037200-1608040800@cfany.org
SUMMARY:State of the Industry: CEO Panel
DESCRIPTION:OverviewJoin us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future. \nAgenda1:00 PM | OPENING REMARKS \n\nKen D’Souza\, CFA\, Portfolio Manager\, QMA \n\n\n1:05 PM | PANEL DISCUSSION\, Q&A \n\nModerator  \nPeter T. Willett\, CFA\, Principal\, Mercer \nPanelists \nAdrian Banner\, PhD\, CEO & CIO\, INTECH \nAndrew Dyson\, Chairman & CEO\, QMA \nAdam Petryk\, CFA\, President & CEO\, QS Investors\, LLC \n\n\n1:50 PM |  Q&A \n\n2:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nKen D’Souza\, CFA\, Portfolio Manager\, QMA \n\nAdditional DetailsLearning Outcomes \n\nAn understanding of the current status of the Quant Industry\nHear thoughts on some of the current trends in the market:\n\nETF’s/flows to passive\nSmart beta\nAI and Machine learning\nESG\nUnderperformance of quant strategies (unfortunately\, this is a trend in our industry)\nWhat do you think the next trend will be for the quant industry?\n\n\n Hear Advice:\n\nWhat advice would you give to someone starting their career?\nHow do you think about building a team?\nIf you were starting fresh and launching a new hedge fund\, what would you target and why?\n\n\n\nAdditional Reading \nEconomist: “Why 2020 has been rotten for quant funds” \nQMA: “Long-Termism – Another Casualty of 2020?” \nRobeco: “Why I am more bullish than ever on quant” \nFT: “A terrible\, horrible\, no-good year for quants” \nINTECH: “Was Your Portfolio Betrayed by Beta?” \nWSJ: “‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back.”
URL:https://cfany.org/event/state-of-the-industry-ceo-panel/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201216T090000
DTEND;TZID=America/New_York:20201216T111500
DTSTAMP:20260717T023726
CREATED:20200212T225056Z
LAST-MODIFIED:20201208T230706Z
UID:58685-1608109200-1608117300@cfany.org
SUMMARY:Emerging Managers Summit
DESCRIPTION:OverviewOur 2020 CFANY Emerging Manager Summit invites professionals thinking about launching\, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm.  How firms are taking advantage of the opportunities and challenges of doing business in the post COVID economy.   \nPlease join our event to will learn about the benefits and opportunities of investing in new\, small\, diverse and women owned\, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market. \nAgenda9:00 AM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC \n\n\n9:05 AM | PLANNING A SUCCESSFUL NEW FUND LAUNCH \n\nModerator \nAdam Zivitofsky\,CFA\, Director\, Crestbridge \nPanelists \nBarry Goodman\, CPA\, Partner\, Mazars USA LLP \nNate Goodman\, Head of North American Business Development\, Citco \nMeg McGarvey\, Executive Director – Prime Finance Sales\, UBS Investment Bank \nLance Zinman\, J.D\, Partner\, Global Chair of Financial Markets and Funds\, Katten Muchin Rosenman LLP \n\n\n9:45 AM | Q&A \n\n10:00 AM | BREAK \n\n10:15 AM | EMERGING MANAGERS / ASSET ALLOCATOR FORUM \nIntroduced by Christopher Flens-Batina\, Vice Chair\, Business Management Group\, CFA Society NY  \n\nModerator \nLisa Vioni\, CEO\, Hedge Connection \nPanelists \nRajpal Arulpragasam\, COO\, Pavise Capital Management LLC \nAmy B. Hirsch\, CEO\, Paradigm Consulting Services\, LLC \nAjai Thomas\, Head of Investors Relations\, Hollis Park Partners LP \nTina Byles Williams\, CEO & CIO\, Xponance \n\n\n11:00 AM | Q&A \n\n11:15 AM | CLOSING REMARKS & ADJOURNMENT \n\nAnna Sembos\, CFA\, PhD\, Managing Director\, CIFC Asset Management \n\nAdditional DetailsLearning Outcomes \n\nUnderstand best practices for starting\, and building an investment management firm of all sizes\nLearn what are the key drivers and objective criteria for selecting emerging managers\nGain perspective on what allocators think and how to build your firm to attract allocations\n\nFeatures\, Benefits\, Values \nOur event is designed to educate the investment community\, which includes but is not limited to Institutional Investors\, as well as\, new\, small\, diverse and women owned\, emerging and boutique fund managers on how to start\, manage and grow a money management firm.  Investors will learn what to look for in an emerging manager.  Emerging Managers will learn how the business of raising capital is changing in an increasingly virtual investment community. \nWho Should Attend? \nThis event is for allocators assessing new asset categories to deploy capital\, as well as asset managers that seek to attract and retain assets.  Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage.
URL:https://cfany.org/event/cfa-society-new-york-emerging-managers-summit/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,Business Management,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210106T180000
DTEND;TZID=America/New_York:20210106T193000
DTSTAMP:20260717T023726
CREATED:20201126T045641Z
LAST-MODIFIED:20201204T204221Z
UID:64793-1609956000-1609961400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Veterans
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210111T180000
DTEND;TZID=America/New_York:20210111T190000
DTSTAMP:20260717T023726
CREATED:20201205T015354Z
LAST-MODIFIED:20201215T234437Z
UID:65073-1610388000-1610391600@cfany.org
SUMMARY:How Endowments Will Be Impacted by U.S. Higher-Ed Pressures
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nKen Redd\, Director\, Research and Policy Analysis\, NACUBO and Kristin Agatone\, Chief Investment Officer\, Lehigh University Investment Office will discuss the issues facing higher education entities and how they will impact their endowments. \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\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nKen Redd\, Director – Research and Policy Analysis\, NACUBO \n\n\nInterviewee\nKristin Agatone\, Chief Investment Officer\, Lehigh University Investment Office \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board of Directors\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nCashflow management\nLong-term investment planning
URL:https://cfany.org/event/how-endowments-will-be-impacted-by-us-higher-ed-pressures/
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:20210111T180000
DTEND;TZID=America/New_York:20210111T193000
DTSTAMP:20260717T023726
CREATED:20201109T175201Z
LAST-MODIFIED:20201109T175530Z
UID:64472-1610388000-1610393400@cfany.org
SUMMARY:Veterans Roundtable Group Meeting
DESCRIPTION:Group DescriptionThe Veterans Committee of CFA Society New York\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFA Society New York members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFA Society New York programming events per year\, and actively participate in other veteran organizations at least six times per year.This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:https://cfany.org/event/veterans-roundtable-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210112T093000
DTEND;TZID=America/New_York:20210113T120000
DTSTAMP:20260717T023726
CREATED:20201204T004636Z
LAST-MODIFIED:20250609T201756Z
UID:65004-1610443800-1610539200@cfany.org
SUMMARY:Data Science in Finance: Learning from Machine Learning
DESCRIPTION:OverviewCo-Hosted by: CFA Society New York &  SQA\nIn Partnership with FinTech Leadership Group & Quantitative Investing Group \nWe are thrilled to bring you the fourth installation of our popular annual Data Science conference\, this time in an all-virtual format. The theme this year — Learning from Machine Learning – dives into new ML techniques and applications to different areas of investing. We will also explore the issue of ML interpretability. \nRegistration Options Single Day Pass$FREEfor membersNonmembers: $125Day 1 OR Day 22-Day Combo$FREEfor membersNonmembers: $200Day 1 AND Day 2AgendaDay 1Day 2Day 1\nTUESday\, JANUARY 12\n\n9:30 AM | WELCOMING REMARKS \nLilian Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners \n\n9:35 AM | KEYNOTE SPEAKER – Alternative Data in Investment Management: Usage\, Challenges and Valuation*\nIntroduced by Lilian Quah\, CFA\, Epoch Investment Partners\n \nPetter Kolm\, Director of the Mathematics in Finance Master’s Program\, New York University \n*This section will not be recorded \n\n10:30 AM | KEYNOTE SPEAKER – The Colour of Finance Words\nIntroduced by Peg DiOrio\, CFA\, Voya Investment Management\n \nDiego Garcia\, BBA\, PhD\, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business\, University of Colorado at Boulder. \n\n11:15 AM | KEYNOTE SPEAKER – Machine Learning in Quantitative Investing\nIntroduced by Christos Koutsoyannis\, Atlas Ridge Capital\n \nVladimir Zdorovtsov\,Ph.D.\,Senior Vice President\, Director\, Global Equity Research\, Acadian \n\n12:00 PM | CLOSING REMARKS \nLilian Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners \nDay 2\nWednesday\, JANUARY 13\n\n9:30 AM | WELCOMING REMARKS \nCarole K. Crawford\, CFA\, Founder and Managing Partner\, fincap360 \n\n9:35 AM | KEYNOTE SPEAKER – Fundamental Analysis Via Machine Learning\nIntroduced by Carole K. Crawford\, CFA\, fincap360 \nHaifeng You\, CFA\, Hong Kong University of Science and Technology \n\n10:30 AM | KEYNOTE SPEAKER – The Changing Economics of Knowledge Production\nIntroduced by Inna Okounkova \nSimona Abis\, Ph.D.\, Columbia Business School \n\n11:15 AM | PANEL DISCUSSION – Data Science in Finance: Applications and Strategy for the Future\nIntroduced by Ken D’Souza\,CFA\, QMA \nModerator \nLan Cai\, CFA\, Deputy Chief Investment Officer\, PBUCC \nPanelists \nIrina Bogacheva\, Head of Quantitative Research\, Franklin Templeton Investment Solutions \nPeg DiOrio\, CFA\, Head of Quantitative Equity Portfolio Management\, Voya Investment Management \nStacie L. Mintz\, CFA\, Managing Director\, Co-Head of the Quantitative Equity team and Portfolio Manager\, QMA \nLilian Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners \n\n12:00 PM | CLOSING REMARKS \nKen D’Souza\,CFA\, Portfolio Manager\, QMA \nAgendaTUESDAY\, JANUARY 12\n\nAlternative Data in Investment Management: Usage\, Challenges and Valuation* \n\nPetter Kolm\, Director of the Mathematics in Finance Master’s Program\, New York University \n\n*This section will not be recorded \nThe Colour of Finance Words \n\nDiego Garcia\, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business\, University of Colorado at Boulder. \n\n Machine Learning in Quantitative Investing \n\nVladimir Zdorovtsov\, Senior Vice President\, Director\, Global Equity Research\, Acadian \n\n\nWednesday\, JANUARY 13\n\n Fundamental Analysis Via Machine Learning \n\nHaifeng You\, Hong Kong University of Science and Technology \n\nThe Changing Economics of Knowledge Production \n\nSimona Abis\, Columbia Business School \n\n Panel Discussion | Data Science in Finance: Applications and Strategy for the Future \n\nPeg DiOrio\, CFA\, Head of Head of Quantitative Equity Portfolio Management\, Voya Investment Management \nStacie L. Mintz\, CFA\, Managing Director\, Co-Head of the Quantitative Equity team and Portfolio Manager\, QMA \nLilian Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners \n\nAdditional DetailsLearning Outcomes \n\n\nDiscussion of best AI techniques\nAssessment of Machine learning in Finance\nIntegration of Data Science in the investment process\nNew applications of machine learning and natural language processing techniques in finance\nOpportunities and challenges associated with the use of alternative data in investing\nThe potential impact of big data technologies on labor markets and the investment management industry in particular\n\n\n\nAbout SQAThe Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment community. SQA has hosted educational events in NYC since 1965. The principal mission of SQA is to encourage the dissemination and discussion of leading-edge ideas and innovations\, including analytical techniques and technologies for investment research and management. There is more information about SQA and its history on our website: www.sqa-us.org
URL:https://cfany.org/event/data-science-in-finance-learning-from-machine-learning/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210112T180000
DTEND;TZID=America/New_York:20210112T193000
DTSTAMP:20260717T023726
CREATED:20201130T220242Z
LAST-MODIFIED:20201130T220342Z
UID:64866-1610474400-1610479800@cfany.org
SUMMARY:Institutional Asset Management group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210113T180000
DTEND;TZID=America/New_York:20210113T193000
DTSTAMP:20260717T023726
CREATED:20201222T052218Z
LAST-MODIFIED:20201222T052218Z
UID:65336-1610560800-1610566200@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210113T180000
DTEND;TZID=America/New_York:20210113T193000
DTSTAMP:20260717T023726
CREATED:20201130T235038Z
LAST-MODIFIED:20201203T121353Z
UID:64869-1610560800-1610566200@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, consulting firms\, GIPS verification firms\, software providers and custodian banks. The group meets on a regular basis to provide networking and continuing education opportunities through its planned events. \nThis group meeting\, we will focus on Risk  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210114T180000
DTEND;TZID=America/New_York:20210114T190000
DTSTAMP:20260717T023726
CREATED:20201208T171942Z
LAST-MODIFIED:20210112T190935Z
UID:65128-1610647200-1610650800@cfany.org
SUMMARY:2021 Annual Meeting and Volunteer Awards
DESCRIPTION:OverviewThe Annual Meeting of Members will serve to officially elect candidates to the 2021 Board of Directors and the 2021 Nominations Committee.  \nSince this meeting will be held virtually\, in-person voting will not be available; please make your vote online by January 11\, 2021.  If you have any questions or need a voting accommodation\, please contact elections@cfany.org.  \nAfter the completion of the Annual Meeting\, please join the Nominations Committee as they announce the recipients of the 2020 Volunteer Awards. \nAgenda6:00 PM | OVERVIEW OF CFA SOCIETY NEW YORK’S FY20 FINANCIALS & MEMBERSHIP STATUS \n\n6:15 PM | ELECTION AND APPOINTMENTS \n\n1) Election of six Directors at Large to the CFA Society New York Board of Directors (“Directors”)\n2) Election of five members to the 2021 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n\n6:20 PM | Q&A \n\n6:30 PM |  ADJOURNMENT OF ANNUAL MEETING OF MEMBERS \n\n6:30 PM | VOLUNTEER AWARDS CEREMONY
URL:https://cfany.org/event/2021-annual-meeting-and-volunteer-awards/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210115T120000
DTEND;TZID=America/New_York:20210115T133000
DTSTAMP:20260717T023726
CREATED:20201211T065817Z
LAST-MODIFIED:20201211T065817Z
UID:65252-1610712000-1610717400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210118T130000
DTEND;TZID=America/New_York:20210118T170000
DTSTAMP:20260717T023726
CREATED:20201203T184211Z
LAST-MODIFIED:20210324T204742Z
UID:64937-1610974800-1610989200@cfany.org
SUMMARY:Introduction to Equity Research Modeling & Analysis - Wall Street Prep
DESCRIPTION:Demystifying Equity ResearchLearn Quarterly Modeling & Research Best Practices \nLearn how research professionals approach earnings releases and quarterly model updates\, how they formulate the investment thesis\, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA\, and best practices when working with quarterly models. \nLed By Experienced Sell-Side Equity Research Professionals \nThis is an abbreviated version of the training used to onboard sell side research associates at bulge bracket investment banks. \n\n\n\nCFANY.org: $319.20Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. Training is led by experienced sell-side professionals who explain how it’s done on the job. Boot Camp DetailsOverviewScheduleWhat's Included?Overview\nLed by experienced sell-side professionals\, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically\, trainees will learn how ER professionals use earnings releases and quarterly model updates\, how they formulate investment theses\, adjustments made to normalize financial metrics to arrive at adjusted EBITDA\, and modeling best practices. \nWhat You’ll Learn\n\n\nUnderstand various factors that make up investment thesis.\nLearn how to approach earnings releases and quarterly model updates.\nGain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.\nLearn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.\nResearch considerations\n\nTypes of reports research professionals develop\nTypical research workflow around earnings releases and quarterly model updates\n\n\nResearch process\n\nFormulating of investment thesis\nDeveloping research best practices\n\n\nAnalysis of earnings reports\n\nMoving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA\n\n\nQuarterly model considerations\n\nAdjustments to quarterly models\n“Wrapping” quarterly into annual forecasts and handling reconciliation challenges\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nWhat's Included?\nComprehensive training materials\, reusable modifiable Excel model templates\, unlimited e-mail support for content-related questions for 12 months post-seminar. \nWho Is This Boot Camp For?\nSell-side analysts and associates\nBuy-side analysts and associates\nMBA students and business undergraduates\nAnyone looking to get a better understanding of research
URL:https://cfany.org/event/introduction-to-equity-research-modeling-analysis-wsp-jan1821/
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:20210119T120000
DTEND;TZID=America/New_York:20210119T133000
DTSTAMP:20260717T023727
CREATED:20201209T231256Z
LAST-MODIFIED:20210204T232838Z
UID:65171-1611057600-1611063000@cfany.org
SUMMARY:The Book of Alternative Data
DESCRIPTION:Group DescriptionThe first and only book to systematically address methodologies and processes of leveraging non-traditional information sources in the context of investing and risk management. Harnessing non-traditional data sources to generate alpha\, analyze markets\, and forecast risk is a subject of intense interest for financial professionals. A growing number of regularly-held conferences on alternative data are being established\, complemented by an upsurge in new papers on the subject. Alternative data is starting to be steadily incorporated by conventional institutional investors and risk managers throughout the financial world. Methodologies to analyze and extract value from alternative data\, guidance on how to source data and integrate data flows within existing systems is currently not treated in literature. Filling this significant gap in knowledge\, The Book of Alternative Data is the first and only book to offer a coherent\, systematic treatment of the subject. If you would like to participate in this group\, join our LinkedIn Group. \nQuantitative Investing Group×Quantitative Investing Group \nThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJoin Group  \nCloseGuest SpeakerSaeed Amen\, Founder\, Cuemacro \nSaeed Amen is the founder of Cuemacro. Over the past fifteen years\, Saeed Amen has developed systematic trading strategies at major investment banks including Lehman Brothers and Nomura. He is also the author of Trading Thalesians: What the ancient world can teach us about trading today (Palgrave Macmillan) and is the coauthor of The Book of Alternative Data (Wiley). Through Cuemacro\, he now consults and publishes research for clients in the area of systematic trading. He has developed many Python libraries including finmarketpy and tcapy for transaction cost analysis. His clients have included major quant funds and data companies such as Bloomberg. He has presented his work at many conferences and institutions which include the ECB\, IMF\, Bank of England and Federal Reserve Board. He is also a visiting lecturer at Queen Mary University of London and a co-founder of the Thalesians.
URL:https://cfany.org/event/quantitative-investment-group-meeting-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210119T180000
DTEND;TZID=America/New_York:20210119T193000
DTSTAMP:20260717T023727
CREATED:20201224T004651Z
LAST-MODIFIED:20201224T004951Z
UID:65388-1611079200-1611084600@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm\, such as how to successfully launch and operate a business. These issues include\, business planning\, enterprise technology\, compliance\, market trends\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management\, while serving as a bridge between the “buy” and “sell” sides. \nJOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-6/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210119T180000
DTEND;TZID=America/New_York:20210119T193000
DTSTAMP:20260717T023727
CREATED:20201211T062024Z
LAST-MODIFIED:20201211T062525Z
UID:65229-1611079200-1611084600@cfany.org
SUMMARY:Investment Strategy Roundtable Group Meeting
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable.  \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-group-meeting-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210119T193000
DTEND;TZID=America/New_York:20210119T210000
DTSTAMP:20260717T023727
CREATED:20201104T225612Z
LAST-MODIFIED:20201222T054655Z
UID:64395-1611084600-1611090000@cfany.org
SUMMARY:Value Investing Roundtable
DESCRIPTION:Group DescriptionThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop.\nJoin Group
URL:https://cfany.org/event/value-investing-roundtable-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210120T110000
DTEND;TZID=America/New_York:20210120T123000
DTSTAMP:20260717T023727
CREATED:20210115T220940Z
LAST-MODIFIED:20210120T172529Z
UID:65583-1611140400-1611145800@cfany.org
SUMMARY:Africa Asset Owners Series Virtual Summit 2021
DESCRIPTION:OverviewA virtual Asset Owner Series™ event\, presented in tandem with CFA Society Peru \nCFA Society New York will head a fantastic event that will go deep into the issues facing African asset owners. Discussions will cover: post COVID-19 risks and opportunities\, infrastructure\, economic and regulatory policies that will impact investments\, ESG and more. All views will be provided by asset owners and international investors. \nAgenda11:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n11:05 AM | PANEL: AFRICA ASSET OWNERS DISCUSSION \n\nModerator \nJibran Qureishi\, Head of Africa Research\, Standard Bank Group \n\nPanelists \nFikile Mbhokota\, Acting Head of Investments and Actuarial\, Government Employees Pension Fund (GEPF) \nConville Britz\, General Manager: Investments\, Government Institutions Pension Fund (GIPF) \nGerald Paul Kasaato\, CIO\, National Social Security Fund (NSSF) \n\n\n12:25 PM |  CLOSING REMARKS \n\nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nOverseas Investment\nDue Dilligence
URL:https://cfany.org/event/africa-asset-owners-series-virtual-summit-2021/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210120T180000
DTEND;TZID=America/New_York:20210120T193000
DTSTAMP:20260717T023727
CREATED:20201126T050226Z
LAST-MODIFIED:20201204T204209Z
UID:64795-1611165600-1611171000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-13/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210121T180000
DTEND;TZID=America/New_York:20210121T193000
DTSTAMP:20260717T023727
CREATED:20210107T162511Z
LAST-MODIFIED:20210121T000937Z
UID:65454-1611252000-1611257400@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFANY members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFANY leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP » \nPlease join us for a spirited discussion on CFA Institute’s recent publication on Cryptoassets & Cryptocurrency
URL:https://cfany.org/event/fintech-leadership-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
END:VCALENDAR