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X-WR-CALDESC:Events for CFA Society New York
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DTSTART:20210314T070000
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DTSTART:20211107T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210111T180000
DTEND;TZID=America/New_York:20210111T193000
DTSTAMP:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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:20260717T031144
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210122T120000
DTEND;TZID=America/New_York:20210122T133000
DTSTAMP:20260717T031144
CREATED:20201214T215526Z
LAST-MODIFIED:20210120T234005Z
UID:65295-1611316800-1611322200@cfany.org
SUMMARY:Impact Investing Deep Dive - How to Generate Impact Across Different Asset Classes
DESCRIPTION:OverviewImpact investing is often misunderstood. Is it a subset of investing or philanthropy? Come learn about how to incorporate impact investing into your investment strategy\, and explore possible career paths in the impacting investing space. \nWith the recent COVID-19 public health situation and civil and political upheaval\, many more high net worth individuals and family offices are asking themselves\, “What more can we do with our wealth? Are there social benefits that can be achieved while building wealth?” \nAt the same time\, many investment professionals\, both those new to the industry and the veterans who have “seen it all\,” are asking “What more can I do with my skills and training?” \nAgenda12:00 PM | OPENING REMARKS \n\nKuni Chen\, CFA\, Co-Vice Chair\, Sustainable Investing Group\, CFA Society New York \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nLouie Nguyen\, CFA\, Chief Investment Officer\, Mission Driven Finance \nPanelists \nRuby Bolaria\, Director – Housing Affordability\, Chan Zuckerberg Initiative \nGerald Pambo-Awich\, Investment Officer\, Mission Investments\, Ford Foundation \nEthan Powell\, CFA\, CPA\, Principal. Chief Investment Officer\, Brookmont Capital Management\, Founder\, Impact Shares \nCraig Metrick\, CAIA\, Chief Investment Officer\, Cornerstone Capital Group \n\n\n1:00 PM |  Q&A \n\n1:25 PM | CLOSING REMARKS \n\nKuni Chen\, CFA\, Co-Vice Chair\, Sustainable Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nGain an understanding of different types of impact investing\nLearn about impact investing career paths for recent graduates and seasoned professionals
URL:https://cfany.org/event/impact-investing-deep-dive-how-to-generate-impact-across-different-asset-classes/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210122T133000
DTEND;TZID=America/New_York:20210129T170000
DTSTAMP:20260717T031144
CREATED:20201211T032158Z
LAST-MODIFIED:20210113T211229Z
UID:65223-1611322200-1611939600@cfany.org
SUMMARY:Data Visualization and Business Analytics with Microsoft Power BI
DESCRIPTION:OverviewA two-day virtual course\, presented by Cognitir \nStrong data culture is a ​sine qua non​ for organizations in the digital age\, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments. When it comes to communicating such insights for business objectives\, a striking data visualization cannot be beat.  \nDuring a single day\, participants will explore an extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards that leverage their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome data preparation obstacles\, and build an interactive dashboard that they can publish to the web.  \nThis course uses Power BI because ​Power BI is the uncontested leader​ in the sector as illuminated by Gartner’s Analytics and Business Intelligence Platform Magic Quadrant.  \nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nPrerequisites \nThere are no prerequisites for this course\, however\, Mac users will need to install and use Windows on their Mac (through a virtual environment\, etc) as Power BI is only compatible with Windows. \n$499 Members | $599 Nonmembers \nCourse Curriculum×Course Curriculum\n\n\n\n\nIntroduction to Power BI and Initial Setup\nConnecting Data and Transforming Data in Power BI\n \n\nHow does Power BI connect to our data? \nHow might we clean and transform our data to prepare it for a dashboard? \nWhat is Power Query and how does it work? \nUpdating and modifying data loads \nCustomizing a table we’ve loaded \nCustomizing and adding columns to a table \n\nTable Relationships and Data Models  \n\n Introduction to the Relationships pane in Power BI \nHow does one establish relationships? \nCardinality of relationships \nFact and Dimension tables \nBasic schema types (data models) and normalization \n\nData Analysis with DAX and M  \n\nM and Power Query \nDAX and the Data pane \nWhen to use M and when to use DAX \nCommon M transformations \nCommon DAX transformations \nMeasures\, filters\, and contexts \n\nData Visualization  \n\nIntro to the Report pane \nTiles\, tabs\, and filters \nCommon visualizations and their use cases \nFormatting a visual \nSlicers and Interactions \nStyling and Accessibility \n\nSummative Project\, Exit Review\, and Next Steps \n\n\n\n\nCloseCourse Developers×Course Developers\nJonathan Karp \n\n\n\n\nJon is a former science teacher and current business analyst at Teach For America\, leading projects focused on data and foundational technologies in the education sector. Since 2016\, Jon has spearheaded efforts to revamp reporting\, analytics\, and data integration systems at TFA\, including significant work with SQL\, Power BI\, and data modeling. \nPrior to his work in IT\, Jon taught for four years with Teach For America in St. Louis\, MO\, also serving as science department chair during his final year. He received a Bachelor of Science in Earth and Ocean Sciences from Duke University\, where he cut his teeth on climate and chemical oceanography datasets. \n\n\n\n\n\nNeal Kumar\, CFA \n\n\n\n\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \n\n\n\n\n\n\n\n\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. \n\n\n\n\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\nHands-on data visualization experience Microsoft Power BI and its Power Query engine \nEvery participant leaves with a working dashboard that they can connect to their organization’s data sources \nInsights on how best to automate tedious data workflows with web dashboards \nOverview of data sourcing\, preparation\, and visualization pitfalls \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 technical\, business\, and educational experiences\n\nWho Is This For \n\n\n\n\nThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you\, you will most likely find this course useful: \n\nIn my current role\, I spend a lot of time creating reports and/or surfacing the insights they contain.\nI often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it.\nI’m responsible for manually updating the data sources for my team’s regular snapshots and briefs\, and want to reclaim that time.\nI want to conduct my organization’s\, team’s\, or own personal work more effectively by becoming more data-driven.\nI always want to have a current view on certain key metrics for which my company already stores relevant data.\nI want to learn how to incorporate data design and visualization principles into my core practice as a professional.
URL:https://cfany.org/event/data-visualization-and-business-analytics-with-microsoft-power-bi/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210127
DTEND;VALUE=DATE:20210130
DTSTAMP:20260717T031144
CREATED:20201203T201114Z
LAST-MODIFIED:20210324T204741Z
UID:64953-1611705600-1611964799@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Financial modeling the way it’s done on the jobLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job. \nStep-By-Step Virtual Zoom Training \nParticipants learn to model in an intuitive\, step-by-step approach using real case studies. \nUsed by Top Financial Institutions \nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions. \n\n\n\nCFANY.org: $1359.20Standard Rate: $1699 Earn a Certification in Financial Modeling:  Completion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street's #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A. 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\nCloseBoot 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. \nWho Is This Boot Camp For?\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
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wsp-jan2721/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210127T120000
DTEND;TZID=America/New_York:20210127T133000
DTSTAMP:20260717T031144
CREATED:20201106T163431Z
LAST-MODIFIED:20210119T173725Z
UID:64420-1611748800-1611754200@cfany.org
SUMMARY:American Gas Association Presentation
DESCRIPTION:Sponsored EventThis conference is presented and curated by American Gas Association. \nOverviewAn American Gas Association Presentation \nThe American Gas Association\, founded in 1918\, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 76 million residential\, commercial and industrial natural gas customers in the U.S.\, of which 95 percent — more than 72 million customers — receive their gas from AGA members. Today\, natural gas meets more than thirty percent of the United States’ energy needs. \n\nPre Reading \nAGA Antitrust Compliance Guidelines \nAgenda12:00 PM | WELCOMING REMARKS & INTRODUCTION \n\nMario E. Carias\, CFA\, Managing Director\, Content and Member Services\, CFA Society New York \n\n\n12:10 PM | OUTLOOK FOR THE NATURAL GAS INDUSTRY \n\nDavid Anderson\, CPA(Ret)\,CGMA\, President & CEO\, NW Natural\, 2021 Chair\, American Gas Association \nKaren Harbert\, President\, and Chief Executive Officer\, American Gas Association s \n\n1:30 PM |  CLOSING REMARKS \nConference Sponsor
URL:https://cfany.org/event/american-gas-association-presentation/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sponsored,Sponsored Event*,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210128T180000
DTEND;TZID=America/New_York:20210128T193000
DTSTAMP:20260717T031144
CREATED:20201106T200843Z
LAST-MODIFIED:20210107T162847Z
UID:64438-1611856800-1611862200@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:OverviewThe New Year Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines:  Fixed Income\, Equity\, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks\, not only in their own markets\, but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that are often overlooked in silo focused investment discussions.  Financial managers and analysts will benefit from exploring and hearing a diverse set of views from established market participants. \nAgenda6:00 PM | OPENING REMARKS \n\nLeo Schmidt\, CFA\, Chair\, Institutional Asset Management Group\,  CFA Society New York  \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \nPanelists \nLee Ferridge\, Head of Multi Asset Strategy\, The Americas\, State Street Global Markets \nBrian Foerster\, CFA\, Investment Strategist\, Lord Abbett \nShamaila Khan\, Director—Emerging Market Debt\, AllianceBernstein \nJuan Mendez\, CFA\, Vice President\, Portfolio Manager\, BlackRock \n\n\n7:00 PM |  Q&A \n\n7:25 PM | CLOSING REMARKS \n\nLeo Schmidt\, CFA\, Chair\, Institutional Asset Management Group\,  CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nExamine market current expectations\nHear current thinking from influential asset managers and market strategists\nChallenge status quo thinking.\nUnderstand the concerns of market managers\n\nSponsored by
URL:https://cfany.org/event/new-year-market-outlook-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210201T120000
DTEND;TZID=America/New_York:20210201T130000
DTSTAMP:20260717T031144
CREATED:20201207T165853Z
LAST-MODIFIED:20210123T003609Z
UID:65092-1612180800-1612184400@cfany.org
SUMMARY:Pension Manager: A Canadian View of Alternatives
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJames Burron\, CAIA\, President\, The Canadian Association of Alternative Strategies & Assets will interview Rob Goobie\, Assistant Vice-president of Collateral Management\, Derivatives and Fixed Income\, Healthcare of Ontario Pension Plan. \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. \nAgenda12:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJames Burron\, CAIA\, President\, Canadian Association of Alternative Strategies & Assets \n\n\nInterviewee\nRobert Goobie\, CPA\, Assistant Vice-President of Collateral Management – Derivatives and Fixed Income\, Healthcare of Ontario Pension Plan \n\n\n1:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC \n\nAdditional DetailsAreas of Focus \n\nCashflow management\nLong-term investment planning
URL:https://cfany.org/event/how-one-canadian-pension-views-global-alternatives/
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:20210202T120000
DTEND;TZID=America/New_York:20210202T130000
DTSTAMP:20260717T031144
CREATED:20210115T222124Z
LAST-MODIFIED:20210115T222356Z
UID:65588-1612267200-1612270800@cfany.org
SUMMARY:Centennial Speaker Series: Joseph Calandro Jr. on Jay Gould and the Union Pacific from the Panic of 1873-1880
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance \nJoin us for the latest event in the Centennial Speaker Series\, featuring Joseph Calandro Jr. \nNo one in the United States’ financial or business history is as misunderstood and under-appreciated as Jay Gould. This presentation will assess Gould’s skills as a corporate executive following his distressed investment in\, and subsequent control of\, the Union Pacific Railroad (UP). The UP was in distress due to volatility emanating from the infamous financial panic of 1873. Gould executed his turnaround in an economy devoid of monetary stimulus\, without a government bailout\, and under pressure from the government to pay back the firm’s public loans. Gould employed many modern techniques in his turnaround that are relevant to 21st-century executives. His example also serves as an important historical reminder that successful executives do not require government bailouts. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n\n12:08 PM | DISCUSSION \n\nJoseph Calandro Jr.\, Author of Applied Value Investing\, Creating Strategic Value; Editor\, Strategy & Leadership \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nCo-Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-joseph-calandro-jr-on-jay-gould-and-the-union-pacific-from-the-panic-of-1873-1880/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210202T160000
DTEND;TZID=America/New_York:20210202T180000
DTSTAMP:20260717T031144
CREATED:20201221T165457Z
LAST-MODIFIED:20210129T211935Z
UID:65334-1612281600-1612288800@cfany.org
SUMMARY:What's New in Accounting
DESCRIPTION:OverviewJoin us for a rundown of the latest news\, updates and trends in accounting. The event will begin with FASB Board Member Gary R. Buesser\, CFA\, who will offer an overview of FASB pronouncements and their respective impacts\, as well as explore the future plan and initiatives of FASB. Next\, a discussion among accounting professionals will further examine the adoption of the pronouncements and recent trends. \nOur experts will speak to the impacts of new accounting and audit standards—most specifically\, companies’ financial statements\, and the topics to which investors should pay close attention—and we will be joined by an SEC specialist who will offer guidance on compliance and cover the most prominent new developments in the related domain. \nAgenda4:00 PM | WELCOMING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society New York \n\n\n4:05 PM | KEYNOTE SPEAKER \n\nGary R. Buesser\, CFA\, Board Member\, Financial Accounting Standards Board (FASB) \n\n\n4:35 PM | KEYNOTE SPEAKER \n\nKevin Vaughn\, CPA\, Senior Associate Chief Accountant\, US Securities and Exchange Commission \n\n\n4:50 PM | PANEL DISCUSSION \n\nModerator \nPJ Patel\, CFA\, ASA\, Co-Chief Executive Officer\, Senior Managing Director\, Valuation Research Corporation \nPanelists \nGary R. Buesser\, CFA\, Board Member\, Financial Accounting Standards Board (FASB) \nScott Taub\, CPA\, Managing Director\, Financial Reporting Advisors LLC \nKevin Vaughn\, CPA\, Senior Associate Chief Accountant\, US Securities and Exchange Commission \nMark Mahar\, Partner – Assurance Services\, Ernst & Young \n\n\n5:40 PM | Q&A  \n\n6:00 PM | CLOSING REMARKS \n\nJane Soong\, CFA\, CPA\, Vice Chair\, Financial Reporting & Analysis Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nOverview of new accounting standards effective in 2019 and 2020 financial reporting periods\nNewly announced\, effective SEC reporting issues or PCAOB requirements\nProxy season and other regulatory developments\nTax and other new developments
URL:https://cfany.org/event/whats-new-in-accounting-2/
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:20210202T180000
DTEND;TZID=America/New_York:20210202T193000
DTSTAMP:20260717T031144
CREATED:20210121T160010Z
LAST-MODIFIED:20210121T160010Z
UID:65656-1612288800-1612294200@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 CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York  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-2/
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210203T160000
DTEND;TZID=America/New_York:20210203T173000
DTSTAMP:20260717T031144
CREATED:20210127T001711Z
LAST-MODIFIED:20210128T001946Z
UID:65765-1612368000-1612373400@cfany.org
SUMMARY:Break Free From Imposter Syndrome: Embrace Your Competent\, Capable Self
DESCRIPTION:OverviewJoin the Collaborative Women in Investment Management (WIM) Initiative and Michelle Galloway of Cooley LLP for a special interactive program to further the CFA Institute’s WIM objectives\, to support the advancement of women of all backgrounds\, and to demonstrate the commitment of the finance community to true diversity and inclusion. Together\, alongside this incredible group of finance leaders\, we will demystify imposter syndrome! \nLearning Outcomes \n\nFurther the CFA Institute’s WIM objectives\nSupport the advancement of women of all backgrounds\nDemonstrate the commitment of the finance community to true diversity and inclusion\nDemystify imposter syndrome\n\nHosted by CFA Society of Indianapolis. \nSpeakerMichelle Galloway\, Of Counsel\, Cooley LLP \nMichelle Galloway is Of Counsel for Cooley LLP\, a technology litigation practice that focuses on patent litigation and strategic counseling. Ms. Galloway also advises her clients on legal\, strategic and technical issues of information management\, as well as risk management\, compliance\, and ethics. She currently serves on the Litigation Executive Committee for the California Lawyers Association\, as well as CLA’s Racial Justice Committee\, and has a certificate in Diversity and Inclusion from Cornell. \nMichelle speaks on a wide range of both legal and leadership topics such as attorney ethics\, confidentiality and privilege\, DE&I (diversity\, equity and inclusion) topics\, elimination of bias\, health and wellness topics including mindfulness\, and communication and influence strategies. She has been a speaker at numerous conferences and meetings\, including but not limited to the California Women Lawyers and 100 Women in Finance. She received a JD from Stanford Law School and a bachelor’s degree from Stanford University\, majoring in economics and political science. \nHosted byCollaborative Women In Investment Management (WIM) Series\nAdditional DetailsLearning Outcomes \n\nFurther the CFA Institute’s WIM objectives\nSupport the advancement of women of all backgrounds\nDemonstrate the commitment of the finance community to true diversity and inclusion\nDemystify imposter syndrome
URL:https://cfany.org/event/break-free-from-imposter-syndrome-embrace-your-competent-capable-self/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Diversity & Inclusion Forum,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210203T180000
DTEND;TZID=America/New_York:20210203T193000
DTSTAMP:20260717T031144
CREATED:20201130T235512Z
LAST-MODIFIED:20201203T121640Z
UID:64870-1612375200-1612380600@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 Investment Performance  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-3/
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:20210203T180000
DTEND;TZID=America/New_York:20210203T193000
DTSTAMP:20260717T031144
CREATED:20201126T051009Z
LAST-MODIFIED:20201204T204201Z
UID:64796-1612375200-1612380600@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-14/
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:20210205T120000
DTEND;TZID=America/New_York:20210205T133000
DTSTAMP:20260717T031144
CREATED:20201209T231329Z
LAST-MODIFIED:20210204T232844Z
UID:65172-1612526400-1612531800@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewWe present a novel Monte Carlo based LSV calibration algorithm that applies to all stochastic volatility models\, including the non-Markovian rough volatility family. Our framework overcomes the limitations of the particle method proposed by Guyon and Henry-Labordère (2012) and theoretically guarantees a variance reduction without additional computational complexity. Specifically\, we obtain a closed-form and exact calibration method that allows us to remove the dependency on both the kernel function and bandwidth parameter. This makes the algorithm more robust and less prone to errors or instabilities in a production environment. We test the efficiency of our algorithm on various hybrid (rough) local stochastic volatility models. \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 SpeakerAitor Muguruza\nTopic: Deep Learning Volatility \nAitor Muguruza is the Head of Quantitative Modelling and Data Analytics at Kaiju Capital Management. He has previously served as a Quantitative Research Analyst at Natixis\, where he worked in the equities division.  He has been awarded the 2020 rising star award in quantitative finance by Risk Magazine due to the seminal paper “Deep Learning Volatility”.His research interests include stochastic volatility modelling\, machine learning and AI in finance. Aitor is an expert in Monte-Carlo simulation methods and proficient in C#\,C++ and Python. 
URL:https://cfany.org/event/quantitative-investment-group-meeting-5/
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:20210208T130000
DTEND;TZID=America/New_York:20210208T170000
DTSTAMP:20260717T031144
CREATED:20210115T202111Z
LAST-MODIFIED:20210324T204740Z
UID:65552-1612789200-1612803600@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers - Wall Street Prep
DESCRIPTION:Learn how Mergers & Acquisitions deals are structuredM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \n\n\n\nCFANY.org: $319.20Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. Boot Camp DetailsOverview\n\nThis boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models. \n\nVirtual Training Sign-In and Setup\n\nInstructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ. \n\nSchedule\n\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. \n\nWhat’s Included?\n\nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors\n\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy\n\nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation. \n\nBoot 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/ma-deal-structures-key-concepts-for-investment-bankers-4-hour-virtual-power-session/
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:20210209T180000
DTEND;TZID=America/New_York:20210209T193000
DTSTAMP:20260717T031144
CREATED:20201130T205854Z
LAST-MODIFIED:20201130T213041Z
UID:64845-1612893600-1612899000@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-2/
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
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END:VCALENDAR