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X-WR-CALNAME:CFA Society New York
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X-WR-CALDESC:Events for CFA Society New York
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DTSTART:20210314T070000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210210T180000
DTEND;TZID=America/New_York:20210210T193000
DTSTAMP:20260717T110311
CREATED:20201222T052306Z
LAST-MODIFIED:20201222T053149Z
UID:65337-1612980000-1612985400@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-4/
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:20210211T120000
DTEND;TZID=America/New_York:20210211T133000
DTSTAMP:20260717T110311
CREATED:20201106T203026Z
LAST-MODIFIED:20210209T211553Z
UID:64440-1613044800-1613050200@cfany.org
SUMMARY:Specialty Credit: Trade Finance
DESCRIPTION:OverviewSometimes referred to as “secured income” or “alternative credit”\, Trade Finance is a generic term that covers the financing of international trade and commerce. This includes loans that finance the cross-border export of goods and services. Trade Finance differs from other types of lending\, as transactions must have an identifiable source of repayment – cash payments when goods have been delivered or title to the underlying goods when they have not yet been delivered.\n\nTrade Finance investing can vary greatly\, ranging from Investment Grade to extremely speculative. As an investment class\, it has gained traction in recent years from institutional investors seeking to improve yields versus traditional credit investments without taking on additional duration risk or impeding liquidity.\n\nDuring this event\, we will hear from a panel of industry experts on how Trade Finance has evolved as an investment class and where such strategies may fit into an investors’ portfolio.\nAgenda12:00 PM | WELCOMING REMARKS \n\nTom Arnold\, PhD\, Director\, Client Team\, Record Currency Management \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nDave Skirzenski\, Chief Executive Officer\, Raistone Capital \nPanelists \nFrancesco Filia\, Chief Executive Officer\, Fasanara Capital LTD \nThomas Fitzsimmons\, Specialist in Trade Finance \nHimanshu Chaturvedi\, CFA\, Managing Director\, Cambridge Associates \nTom Powell\, Director\, Kimura Capital \n\n\n1:15 PM |  Q&A \n\n1:30 PM | CLOSING REMARKS & ADJOURNMENT \n\nPhilip Clements\, CFA\, CAIA\, Associate Director\, Record Currency Management \n\nAdditional DetailsLearning Outcomes \n\nUnderstand what trade finance is and where it fits in the spectrum of credit investments\nExplain why trade finance offers an attractive alternative to traditional fixed income investments\nIdentify some of the tools available to investors that are interested in trade finance – where to invest? different markets? credit risk spectrum?
URL:https://cfany.org/event/specialty-credit-trade-finance/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210213T110000
DTEND;TZID=America/New_York:20210213T160000
DTSTAMP:20260717T110311
CREATED:20210115T203127Z
LAST-MODIFIED:20210324T204740Z
UID:65556-1613214000-1613232000@cfany.org
SUMMARY:Sales & Trading: How Stocks\, Bonds and Derivatives are Traded - Wall Street Prep
DESCRIPTION:Learn the trading skills to succeed as an equities\, fixed income\, currencies or commodities trader on Wall StreetLearn the Skills of a Wall Street Trader \nDesigned for new traders and those looking to break into trading\, this trading “power session” teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit? \n\n\n\nCFANY.org: $479.20Standard Rate: $599 Taught by Wall Street Traders This intensive virtual training seminar is taught by Eric Cheung\, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. Boot Camp DetailsOverview\n\nThis instructor-led virtual “Power Session” is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation. \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 10a-4p (ET). The session will move back and forth between interactive trading simulation and classroom lecture. \n\nInstructor\n\nThis session is taught by Eric Cheung\, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. Winning the J.P. Morgan Fantasy Futures trading simulation was the first step to his career. During his interview\, when asked “How do you differentiate yourself from all the other candidates\, including many that went to target schools?” Eric’s response\, “You gave over a thousand students the same task in this trading simulation\, and I won!” \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/sales-trading-how-stocks-bonds-and-derivatives-are-traded-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:20210216T130000
DTEND;TZID=America/New_York:20210216T170000
DTSTAMP:20260717T110311
CREATED:20210115T203557Z
LAST-MODIFIED:20210324T204739Z
UID:65562-1613480400-1613494800@cfany.org
SUMMARY:DCF Modeling - Wall Street Prep
DESCRIPTION:Learn DCF modeling the way it’s done on the jobBuild a DCF Model Step-By-Step \nDCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual “Power Session” shows trainees how to build a DCF model for a real public company and compare the output to its stock price. \n\n\n\nCFANY.org: $319.20Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. Taught by experienced investment banking professionals\, this is the same intensive Excel-based training used to prepare new hires at some of the largest IB firms in the world. Boot Camp DetailsOverview\n\nUsed widely at investment banks and universities\, this seminar walks trainees step-by-step through the DCF valuation methodology\, a core investment banking skill required by any Wall Street analyst. At the end of this advanced training session\, attendees will understand how to forecast unlevered cash flow items\, calculate terminal value and construct scenario analysis. This session is ideal for both MBAs and liberal arts students with little to no finance background. \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/dcf-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:20210216T160000
DTEND;TZID=America/New_York:20210216T180000
DTSTAMP:20260717T110311
CREATED:20210125T144812Z
LAST-MODIFIED:20210216T210151Z
UID:65728-1613491200-1613498400@cfany.org
SUMMARY:Racial Equity in Asset Management: Asset Owners’ Perspectives
DESCRIPTION:OverviewA virtual Asset Owner Series™ event\, co-hosted with CFA Society New York’s Diversity & Inclusion Forum\, and the New Jersey Interest Group. \nWhat can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers\, and how will they be held accountable? \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. \nAgendaWELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\nKEYNOTE ADDRESS \n\nCory Booker\, United States Senator\, New Jersey \n\n\nPANEL \n\nModerator \nSancia Dalley\, Senior Vice President – Strategic Partnerships and Investor Engagement\, RFK Human Rights \n\nPanelists \nWilliam Lee\, CFA\, Chief Investment Officer\, New York-Presbyterian Hospital \nBrian O’Neil\, CFA\, Chief Investment Officer\, The Robert Wood Johnson Foundation \nTatiana Pohotsky\, CFA\, Chief Investment Officer\, The New York Community Trust \nCorey Amon\, CFA\, Director and Chief Investment Officer\, New Jersey Division of Investment \n\n\nCLOSING REMARKS & ADJOURNMENT \n\nAlton Crooks\, CFA\, Managing Director\, Fidelis Capital LLC \n\nAgenda4:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n4:05 PM | PANEL \n\nModerator \nSancia Dalley\, Senior Vice President – Strategic Partnerships and Investor Engagement\, RFK Human Rights \n\nPanelists \nWilliam Lee\, CFA\, Chief Investment Officer\, New York-Presbyterian Hospital \nBrian O’Neil\, CFA\, Chief Investment Officer\, The Robert Wood Johnson Foundation \nTatiana Pohotsky\, CFA\, Chief Investment Officer\, The New York Community Trust \nCorey Amon\, CFA\, Director and Chief Investment Officer\, New Jersey Division of Investment \n\n\n6:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAlton Crooks\, CFA\, Managing Director\, Fidelis Capital LLC \n\nAdditional DetailsAreas of Focus \n\nManager selection for diverse managers\nDue diligence on emerging managers in the current age\nCurrent and aspirational diversity achievements
URL:https://cfany.org/event/racial-equity-in-asset-management-asset-owners-perspectives-2/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,New Jersey Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210216T180000
DTEND;TZID=America/New_York:20210216T193000
DTSTAMP:20260717T110311
CREATED:20201224T004709Z
LAST-MODIFIED:20201224T004709Z
UID:65389-1613498400-1613503800@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-7/
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:20210216T180000
DTEND;TZID=America/New_York:20210216T193000
DTSTAMP:20260717T110311
CREATED:20201211T062116Z
LAST-MODIFIED:20210121T230638Z
UID:65230-1613498400-1613503800@cfany.org
SUMMARY:Investment Strategy Roundtable
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-9/
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;VALUE=DATE:20210217
DTEND;VALUE=DATE:20210220
DTSTAMP:20260717T110311
CREATED:20210115T205447Z
LAST-MODIFIED:20210324T204737Z
UID:65571-1613520000-1613779199@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-feb17/
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:20210217T180000
DTEND;TZID=America/New_York:20210217T193000
DTSTAMP:20260717T110311
CREATED:20201126T051317Z
LAST-MODIFIED:20201204T204153Z
UID:64797-1613584800-1613590200@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-15/
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:20210218T090000
DTEND;TZID=America/New_York:20210218T101500
DTSTAMP:20260717T110311
CREATED:20210112T022954Z
LAST-MODIFIED:20210204T181527Z
UID:65492-1613638800-1613643300@cfany.org
SUMMARY:Seeking Alpha in China Equities
DESCRIPTION:OverviewChina is one of the world’s largest and most important stock markets\, and its share of index exposure is growing significantly. Join us as we learn from experts how they seek Alpha in China\, and what it takes to invest successfully in China’s equity markets. \nAgenda9:00 AM | OPENING REMARKS \n\nDavid Allen\, CFA\, Co-Chair\, Global Investing Group\, CFA Society New York \n\n\n9:05 AM | PANEL DISCUSSION \n\nModerator \nLyric Hughes Hale\, Editor-in-Chief\, EconVue \nPanelists \nWinston Ma\, CFA\, former Managing Director\, China Investment Corporation; Author\, The Digital War and The Hunt for Unicorns \nKenton Kilmer\, Vice President\, Young America Capital \nJianan Liu\, Ph. D.\, Head of Factor Investing Strategies\, Shanghai Mingshi Investment Management; Assistant Professor\, University of Hong Kong \n\n\n9:50 AM | Q&A \n\n10:10 AM |  CLOSING REMARKS \n\nMartin Pomp\, CFA\, Co-Chair\, Global Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nHow current practitioners are adding value through active management in Chinese Equities\nOverview of the Global Macro environment with a focus on the outlook for China\nUpdate on domestic and geopolitical considerations for foreign investments in China
URL:https://cfany.org/event/seeking-alpha-in-china-equities/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Investing Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210219T120000
DTEND;TZID=America/New_York:20210219T133000
DTSTAMP:20260717T110311
CREATED:20201211T065858Z
LAST-MODIFIED:20210212T024227Z
UID:65253-1613736000-1613741400@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 \nGuest SpeakerColleen Orr\nSenior US Policy Analyst\nUN-supported Principles for Responsible Investment (UNPRI) \nColleen Orr is a Senior US Policy Analyst for the UN-supported Principles for Responsible Investment (UNPRI). In her role as Senior Policy Analyst\, Ms. Orr advocates for corporate disclosure of environmental\, social and governance factors to improve capital markets; analyzes and prepares comments and briefings on US and global policy regulations; and fosters relationships with the PRI’s global signatory base\, US policymakers\, regulators and advocacy organizations to promote the PRI’s policy priorities. Learn More
URL:https://cfany.org/event/sustainable-investing-group-meeting-12/
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:20210223T100000
DTEND;TZID=America/New_York:20210223T180000
DTSTAMP:20260717T110311
CREATED:20210115T205933Z
LAST-MODIFIED:20210324T204736Z
UID:65573-1614074400-1614103200@cfany.org
SUMMARY:Private Equity Deal Process - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnThe PE Deal Process Demystified \nThe Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nLed By Experienced PE Professionals \nThis boot camp is not an academic exercise: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. \nUsed by Top Financial Institutions \nThis is the same training program used by some of the largest PE firms in the world to prepare new hires for the job. \nCFANY.org: $1\,199.20 Standard Rate: $1\,499 AgendaThis virtual session goes from 9am-5pm EST \nSummary | PE DEAL PROCESS \n\nThe boot camp focuses on the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \nView Full Syllabus\n\nOnline | PRE-SEIMNAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, LBO Modeling \n\n×Course Syllabus\nThe Private Equity Deal Process and Day to Day Responsibilities\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \n\nPre-deal process \n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\nFirst-round bid/IOI phase \n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\nDiligence/LOI phase \n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\nPost-LOI phase \n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\nDeal closing \n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\nCloseAdditional DetailsWho is this boot camp for? \n\nIncoming and prospective PE associates\nAsset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\n\nBoot Camp DetailsOverviewInstructorsWhat's Included?Overview\nLed by former private equity professionals\, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\,First Round Bid/IOI\,Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team. \nWhat You’ll Learn\n\n\nThis boot camp will demystify each phase of the PE deal process.\nUnderstand the day-to-day responsibilities of a Private Equity professional.\nLearn how you can add value to your deal team through each PE deal phase.\nDesigned for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients.\nTaught by PE professionals who have been involved in high-profile PE deals.\nThe pre-deal process:\n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\n\nThe first-round bid/IOI phase:\n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\n\nThe diligence/LOI phase:\n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\n\nPost-LOI phase\n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\n\nDeal closing\n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\n\n\n\nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/private-equity-deal-process-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:20210223T170000
DTEND;TZID=America/New_York:20210223T190000
DTSTAMP:20260717T110311
CREATED:20201207T143232Z
LAST-MODIFIED:20210218T010159Z
UID:65082-1614099600-1614106800@cfany.org
SUMMARY:What Investors Need to Know about Audits
DESCRIPTION:OverviewThe CFA Society New York presents an in-depth conversation that will familiarize investors with the audit process\, highlighting relevant case studies and procedural changes in light of recent PCAOB and SEC actions. Audits are a critical part of ensuring the veracity of reported financial information\, which investors depend on to develop and maintain a sound investment strategy.  \nJoin us as we participate in a two-hour deep dive into the audit process. A series of experts will teach attendees how to recognize Critical Audit Matters and apply that information to their investment strategy. The discussion will feature recent examples that have triggered changes to international auditing\, including WireCard and Luckin Coffee\, as well as an explanation of what that means for US-based investors.  \nAs professionals who are trained to verify financial statements\, auditors are essential to the accurate evaluation of current and proposed investments; however\, investors must still contend with misinformation and\, occasionally\, unreliable statements. Register now to learn what signals to look out for when evaluating financial statements and gain a better understanding of how the audit process continues to evolve to meet the needs of today’s financial professionals. \nAgenda5:00 PM | OPENIING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group at CFA Society New York \n\n\n5:05 PM | PROGRAM OVERVIEW  \n\nThomas Ray\, CPA\, Distinguished Lecturer\, Baruch College \n\n\n5:15 PM | KEYNOTE PRESENTATION \nModerated by: Thomas Ray\, CPA\, Distinguished Lecturer\, Baruch College \n\nJay Brown\, Former Board Member\, Public Company Accounting Oversight Board \n\n\n5:35 PM | Q&A \n\n5:45 PM | BREAK \n\n5:50 PM | KEYNOTE PRESENTATION \nModerated by: Thomas Ray\, CPA\, Distinguished Lecturer\, Baruch College \n\nFrancine McKenna\, CPA\, Founder and Editor\, The Digging Company LLC \n\n\n6:10 PM | Q&A \n\n6:20 PM | BREAK \n\n6:25 PM | WHAT HAVE WE LEARNED FROM 2019 CRITICAL AUDIT MATTERS REPORTING \nModerated by: Thomas Ray\, CPA\, Distinguished Lecturer\, Baruch College \n\nMohini Singh\, ACA\, Director\, Financial Reporting Policy Group\, CFA Institute \nDerryck Coleman\, Director of Research Analytics\, Audit Analytics \n\n\n6:50 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \n\nFrancisco Vazquez Ahued\, FRM\, CFA\, Public Finance Consultant \n\nAdditional DetailsLearning Outcomes \n\n Recognize and apply Critical Audit Matters\nUnderstand the impact of WireCard and Luckin Coffee on US-based investor needs\nDiscover procedural changes that stem from PCAOB and SEC actions\n\nCo-Organizer
URL:https://cfany.org/event/what-investors-need-to-know-about-audits/
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:20210224T100000
DTEND;TZID=America/New_York:20210224T180000
DTSTAMP:20260717T110311
CREATED:20210115T204808Z
LAST-MODIFIED:20210324T204737Z
UID:65569-1614160800-1614189600@cfany.org
SUMMARY:Biotech SOTP Valuation - Wall Street Prep
DESCRIPTION:What You’ll LearnValue a Pre-Revenue Biotech\nWant to value a clinical-stage\, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead\, you need to build a long-range sum-of-the-parts valuation. \nThis advanced virtual “Power Session” walks participants through the step-by-step process of valuing a biotech company \nTaught by Experienced Professionals\nThis is NOT an academic exercise. It is taught by a healthcare-focused investment banking professional who understands how SOTP valuation is done on the job. \nCFANY.org: $799.20 Standard Rate: $999 AgendaThis virtual session goes from 9am-5pm EST \nSummary | PE DEAL PROCESS \n\nThe boot camp focuses on the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \nView Full Syllabus\n\nOnline | PRE-SEIMNAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, LBO Modeling \n\n×Course Syllabus\nThe Private Equity Deal Process and Day to Day Responsibilities\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \n\nPre-deal process \n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\nFirst-round bid/IOI phase \n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\nDiligence/LOI phase \n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\nPost-LOI phase \n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\nDeal closing \n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\nCloseAdditional DetailsWho is this boot camp for? \nThis course is designed for professionals and those pursing a career in the following finance careers: \n\nInvestment Banking\nVenture Capital\nPrivate Equity\n+ Anyone who wants to learn how professionals build a biotech-sum-of-the-parts valuation\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nThis course is an intensive instructor-led training program where trainees learn how to value a clinical-stage\, pre-revenue biotech by building a long-range sum-of-the-parts valuation. Ideal for investment banking\, private equity and VC professionals focusing on the biotechnology industry\, this seminar bridges the gap between academics and the real world and equips trainees with the practical modeling skill set needed to build a biotech SOTP valuation. \nWhat You’ll Learn\n\n\nMarket size and revenue benchmarking for a therapeutic asset in clinical development.\nDetermine the appropriate launch curve to achieve full market penetration once a therapy is approved.\nApply the appropriate “probability of success” to a clinical-stage pre-revenue biotech company.\nApply key assumptions and tie together a long-range forecast of multiple products with a DCF analysis.\nBuild-up of operating expenses including a salesforce analysis for a “go-it-alone” marketing strategy.\nKey learning objectives include\n\nOverview of a sum of the parts valuation\nMajor building blocks for a biotech SOTP\nModel assumptions dashboard\nBiotech company lifecycle\nIdentify peak revenue opportunity\nTherapeutic areas overview\nProduct launch timing and uptake curve\nPatent life and loss of exclusivity\nRoad to commercialization\nFDA clinical trials\nBuilding a commercial infrastructure\nCompleting the SOTP\nProbability of success\nFinalizing the valuation model\nValuation sensitivities\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 10a-6p (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 (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/biotech-sotp-valuation-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:20210225T130000
DTEND;TZID=America/New_York:20210225T170000
DTSTAMP:20260717T110311
CREATED:20210115T210218Z
LAST-MODIFIED:20210324T204735Z
UID:65575-1614258000-1614272400@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/ntroduction-to-equity-research-modeling-analysis-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:20210226T130000
DTEND;TZID=America/New_York:20210226T170000
DTSTAMP:20260717T110311
CREATED:20210115T204131Z
LAST-MODIFIED:20210324T204738Z
UID:65564-1614344400-1614358800@cfany.org
SUMMARY:PowerPoint 5x Speed Training for Finance & Consulting - Wall Street Prep
DESCRIPTION:Stop Wasting So Much Time in PowerPointJob-focused PowerPoint Speed Training \nThis is not a typical Powerpoint feature walkthrough: This workshop focuses entirely on how to use PowerPoint on the job in order to build killer presentations FAST. \nLoads of PPT Strategies\, Tips & Tricks \nYou will learn a systematic\, repeatable system to quickly build content using the core building blocks of professional presentations: shapes\, lines and text boxes. \nShortcut Everything \nLearn how to leverage 4 types of keyboard shortcuts in order to fast track everything you do in PowerPoint. \n\n\n\nCFANY.org: $319.20Standard Rate: $399  Boot Camp DetailsOverview\n\nInvestment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation\, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals\, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency. \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\nPrerequisites\n\nThis seminar is designed for both PowerPoint beginners or experienced users looking to get even faster. \n\nCPE Credit\n\nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. \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/powerpoint-5x-speed-training-for-finance-consulting-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:20210301T180000
DTEND;TZID=America/New_York:20210301T190000
DTSTAMP:20260717T110311
CREATED:20210105T222335Z
LAST-MODIFIED:20210129T212911Z
UID:65426-1614621600-1614625200@cfany.org
SUMMARY:Duke Endowment: A Look Forward
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nEvan Jones\, CFA\, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson\, McCarvill Capital Partners. \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\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\n\nInterviewee\nEvan Jones\, CFA\, Head of Direct Investments\, Duke University Management Company \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nBrittany Priester\, CFA\, CIO\, Belk Gambrell Enterprises \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nESG
URL:https://cfany.org/event/a-look-forward-with-the-head-of-dukes-endowment/
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:20210301T180000
DTEND;TZID=America/New_York:20210301T193000
DTSTAMP:20260717T110311
CREATED:20201109T175321Z
LAST-MODIFIED:20201109T175358Z
UID:64474-1614621600-1614627000@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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210302T120000
DTEND;TZID=America/New_York:20210302T130000
DTSTAMP:20260717T110311
CREATED:20210127T164909Z
LAST-MODIFIED:20210127T184349Z
UID:65782-1614686400-1614690000@cfany.org
SUMMARY:Centennial Speaker Series: Kevin R. Mirabile on Exotic Alternative Investments
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 a discussion with Kevin R. Mirabile\, author of Exotic Alternative Investments: Standalone Characteristics\, Unique Risks and Portfolio Effects (Anthem Press\, 2021). In the book\, Mirabile evaluates exotic alternative investment opportunities\, such as life settlements\, litigation funding\, farmlands\, royalties\, weather derivatives\, collectibles\, and other unique asset classes\, providing an in-depth analysis of the returns\, risks\, opportunities\, and portfolio effects for anyone who wants to expand their investment horizons. \nThis book—written for individual investors\, financial advisors\, and academics who desire knowledge about investment products beyond just stocks and bonds or vanilla hedge funds\, private equity\, and real estate investments—provides a critical link to industry data and original research that supports the case for adding exotic alternative investments to traditional portfolios. \nAn excellent tool for practitioners wishing to understand the rationale and impact of allocating capital to these exotic and less-understood investment opportunities\, the book includes an analysis of returns and risk from a wide range of direct investments in individual exotic asset classes\, as well as from investing in public shares and exchange-traded funds. It also includes a section on how these exotic investments performed relative to both traditional and alternative investments\, such as hedge funds\, both before and after the spring 2020 market crash. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:08 PM | FIRESIDE CHAT \n\nModerated by Dean Rapaccioli and Professor Sris Chatterjee \nKevin R. Mirabile\, Author\, Exotic Alternative Investments: Standalone Characteristics\, Unique Risks and Portfolio Effects \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\nCo-Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-kevin-r-mirabile-on-exotic-alternative-investments/
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:20210302T130000
DTEND;TZID=America/New_York:20210302T140000
DTSTAMP:20260717T110311
CREATED:20210219T190825Z
LAST-MODIFIED:20210226T151347Z
UID:66212-1614690000-1614693600@cfany.org
SUMMARY:Alternatives Market Outlook
DESCRIPTION:OverviewThe alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity\, hedge funds\, real estate\, infrastructure\, private debt\, venture capital and more esoteric aspects such as cryptocurrency. Market volatility\, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape. In addition\, once seen as only available to premier investors such as pensions\, foundations & endowments and other institutions\, recent regulatory change has sought to expand the reach of alternative assets into the more retail community.  \nAs such\, the alternatives industry is expected to continue its rapid expansion and improvement driven by technology\, increasing global competition\, a focus on diversity and inclusion as well as other factors.  \nLeading experts in this field will discuss the history\, growth trajectory and opportunities in the alternatives space.  \nAgenda1:00 PM | WELCOMING REMARKS \n\nStephan Connelly\, CFA\, Director\, Star Mountain Capital\, Co-Chair of the Alternatives Investment Group\, CFA Society NY \n\n\n1:05 PM | PANEL DISCUSSION \n\nModerator \nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \nPanelist \nAmy McGarrity\, CFA\, Chief Investment Officer\, Colorado PERA \nStephen Moseley\, Deputy CIO\, Head of Private Markets and Alternative Investments\, Alaska Permanent Fund \nSean Ward\, Managing Director\, Dyal Capital Partners \n\n\n1:45 PM |  Q&A \n\n2:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nAnna Sembos\, PhD\, CFA\, Managing Director\, CIFC Asset Management\, Co-Chair of the Alternatives Investment Group\, CFA Society NY \n\nAdditional DetailsLearning Outcomes \n\nLearn about the history and different components of alternative investments\nDiscuss the changing landscape of this asset class driven by recent economic activity and other large scale drivers such as technology and global competition. \nDiscuss the outlook for the industry and where opportunities may be available
URL:https://cfany.org/event/alternatives-market-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210302T180000
DTEND;TZID=America/New_York:20210302T193000
DTSTAMP:20260717T110311
CREATED:20210121T160025Z
LAST-MODIFIED:20210301T185735Z
UID:65658-1614708000-1614713400@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. \nTopic covered: Et Tu\, Goldman? The Battle for Retail Investors \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-8/
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:20210303T140000
DTEND;TZID=America/New_York:20210303T150000
DTSTAMP:20260717T110311
CREATED:20210127T000525Z
LAST-MODIFIED:20210303T223910Z
UID:65762-1614780000-1614783600@cfany.org
SUMMARY:Case Studies of Gaming Performance
DESCRIPTION:OverviewDo those performance results look too good to be true? Join CFA Society New York for an informative one-hour discussion led by an industry expert\, which will tackle the “gaming” of investment performance results and identify ways to recognize potential problems in performance reporting.  \nThe discussion will include how “gaming” investment performance results has been used in the past to artificially improve performance appearance\, how it can be detected and how the CFA Institute’s Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.” Attendees will learn what to look for when analyzing reported investment performances and explore the best ways to achieve fair\, accurate representation of key strategic decisions. \nAgenda2:00 PM | WELCOMING REMARKS \n\nJed Schneider\, CIPM\, FRM\, SVP\, Investment Performance Reporting\, Lazard Asset Management \nJohn Matsikas\, CFA\, CIPM\, SVP – Investment Performance\, Voya Investment Management; Co-Chair of the Performance & Risk Analytics Group\, CFA Society New York \n\n\n2:05 PM | KEYNOTE SPEAKER \n\nDr. David Spaulding\, DPS\, CIPM\, Founder & CEO\, The Spaulding Group\, Inc. \n\n\n2:45 PM | Q&A \n\n3:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nJed Schneider\, CIPM\, FRM\, SVP\, Investment Performance Reporting\, Lazard Asset Management \n\nAdditional DetailsLearning Outcomes \n\nUnderstand different ways to present strategy performance\nLearn how GIPS is designed to ensure fair and representative performance
URL:https://cfany.org/event/case-studies-of-gaming-performance/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210303T180000
DTEND;TZID=America/New_York:20210303T193000
DTSTAMP:20260717T110311
CREATED:20201130T235720Z
LAST-MODIFIED:20210223T153809Z
UID:64871-1614794400-1614799800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides 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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Interest Group,Interest Group Meetings,Other Industry Event,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210305T120000
DTEND;TZID=America/New_York:20210305T133000
DTSTAMP:20260717T110311
CREATED:20201209T231417Z
LAST-MODIFIED:20210226T195606Z
UID:65173-1614945600-1614951000@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewIn collaboration with the Sustainable Investing Group. \nTopic: Towards Green Alpha: Analyzing ESG Exposures Through a Factor Lens \nUsing data on 1\,312 US equity active mutual funds with $3.9 trillion in AUM\, we analyze the link between funds’ “bottoms up” holdings-based environmental\, social\, and governance (“ESG”) scores and funds’ active returns\, style factor loadings\, and alphas. We find that funds with high ESG scores do have different profiles of factor loadings than low-scoring ESG funds. In particular\, funds with high Environmental scores tend to have high quality and momentum factor loadings. In partitioning the ESG scores into components that are related to factors (Factor ESG) and idiosyncratic components (Idiosyncratic ESG)\, we find strong positive relations between fund alphas and Factor ESG scores. \nQuantitative Investing Group×Quantitative Investment 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  \nCloseSustainable Investing Group×Sustainable Investing Group\nThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue regarding the role of sustainable investing in today’s capital markets and beyond.\n\n\nIn particular\, the Group directs its attention to furthering an understanding and clarifying the risks and opportunities linked to environmental\, social and governance (ESG) issues\, and how to quantify these considerations over the short and long-term in a way that permits such factors to be integrated into investment strategies and decision making across a variety of asset classes\, including both liquid and illiquid segments of the market. \nFurther\, the group will focus on understanding trends and developments in this sphere and engaging as well as partnering with industry practitioners\, thought leaders and other relevant organizations\, including\, for example\, the CFA Society\, governmental agencies and academic institutions. This will be achieved by organizing regular events\, panel discussions and symposiums intended to promote a dialogue\, educate mainstream investors and improve the understanding of how and in what way ESG considerations affect investment decision making and outcomes. \n\n \nCloseGuest SpeakerAndrew Ang\, PhD\, Managing Director\, Head of Factor Based Strategies at BlackRock  \n Andrew Ang\, PhD\, Managing Director\, coordinates BlackRock’s efforts in factor investing. He leads BlackRock’s Factor-Based Strategies Group which manages macro and style factor multi-asset funds. The group optimizes factors to help meet investment outcomes\, such as retirement savings\, factor advisory mandates and bespoke factor solutions\, and develops factor analytics tools leveraging BlackRock’s Aladdin platform.\n \nThroughout his career\, Dr. Ang has focused on identifying and harvesting factor risk premiums within and across asset classes. Before joining BlackRock in 2015\, Dr. Ang was Chair of the Finance and Economics Division and the Ann F. Kaplan Professor of Business at Columbia Business School. He has published widely on equities\, fixed income\, asset and factor allocation\, and alternative assets. His book\, “Asset Management: A Systematic Approach to Factor Investing” is a comprehensive guide showing how factor risk premiums can be harvested in portfolio design and incorporated in all aspects of investment management. As a professor\, Dr. Ang worked with several large institutional managers as an advisor and consultant.\n \nDr. Ang earned a BEc(Hons) degree in actuarial studies from Macquarie University\, and a PhD in finance and MS in statistics from Stanford University.
URL:https://cfany.org/event/quantitative-investment-group-meeting-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210308T130000
DTEND;TZID=America/New_York:20210308T170000
DTSTAMP:20260717T110311
CREATED:20210208T220915Z
LAST-MODIFIED:20210324T204733Z
UID:65947-1615208400-1615222800@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Banking- Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn how mergers & acquisitions deals are structured \nWhat You’ll LearnM&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. \nTaught by Experienced M&A Professionals \nThis 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. \nCFANY.org: $319.20 Standard Rate: $399 Who is this boot camp for?\nInvestment banking and PE analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone looking to get a better understanding of M&A transactions\n\nAgendaPlease 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 DetailsOverviewScheduleAdditional DetailsOverview\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\nUnderstand the differences between asset sales (including 338h10 elections) and stock sales.\nLearn how the different ways to structure a deal creates significant tax and accounting implications for both the buyer and seller.\nUnderstand taxation issues\, including deferred taxes created by the step-up of asset values.\nGain insight into legal considerations in acquisitions.\nKey learning objectives include:\n\nTax Basis Step Ups in Asset Sale vs Stock Sale\nQuantifying PV of Acquirer Tax Benefits in Tax Basis Step Up\nSeller Preferences in M&A Deal Structuring\nCalculating Target Proceeds in M&A in Asset vs. Stock Sale\nTaxable Sales: Introduction and Acquirer Perspective\nTaxable Sales including 338(h)(10): Target Perspective\nNOLs in M&A\nNOLs for 80%+ owned subsidiaries\nSelling S-Corporations and subsidiaries\nAggregate Deemed Sales Price (ADSP)\nNontaxable Sales\n\n\n\nSchedule\nhis 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. \nAdditional Details\nWhat’s Included \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nExperienced Instructors\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.
URL:https://cfany.org/event/ma-deal-structures-key-concepts-for-investment-banking/
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:20210308T193000
DTEND;TZID=America/New_York:20210308T210000
DTSTAMP:20260717T110311
CREATED:20201104T230722Z
LAST-MODIFIED:20201222T054644Z
UID:64397-1615231800-1615237200@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-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210309T130000
DTEND;TZID=America/New_York:20210309T170000
DTSTAMP:20260717T110311
CREATED:20210208T190153Z
LAST-MODIFIED:20210324T204734Z
UID:65943-1615294800-1615309200@cfany.org
SUMMARY:Introduction to Excel VBA - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Unlock the Power of Excel VBA \nWhat You’ll LearnStart Writing VBA From Scratch \nGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \nImmediately Use VBA on the Job \nWe’ll show you how you can start using macros in a finance setting by running through real-world exercises such as calculating asset returns and building a payback-period calculator. \nNo Coding Experience Needed \nDesigned for complete newbies and/or those looking for a refresher. No prior programming knowledge is needed. \nCFANY.org: $319.20 Standard Rate: $399 Who 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 Excel skill set\n\nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nThis boot camp is an instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will be introduced to the VBA environment and star learning how to unlock the secrets of automation and efficiency in Excel VBA using real world finance-related exercises. No prior programming knowledge is needed \nWhat You’ll Learn\nIntroduction to VBA \n\nOverview of Visual Basic Editor\nRecording Macros\nRecording with Relative References\nWriting and Editing simple code\nAssigning your code to buttons\nCreating Keyboard Shortcuts\nUsing the VBA Object Browser\nFinancial Application: Calculate asset returns quickly by recording and running a macro.\n\nProcedures and Functions \n\nCreate a User-Defined Function (UDF)\nWorking with Modules\nWriting and Editing Functions and Subroutines\nDeclaring Variables\nVariable Types\nUtilizing Excel functions inside VBA code\nDebugging VBA\nFinancial Application: Create a simple function related to CAPM and more complex functions like those related to M&A deals.\n\nLooping \n\nRepeat a series of actions by using loops such as For…Each…Next\nRecursive syntax within code\nLooping through Collections of Objects\nFinancial Application: Build a Payback Period Calculator using loops.\n\nPlease note that this power session is an abbreviated version of our 2-day seminar\, which covers additional topics such as working with Large Datasets\, Input Boxes and Messages Boxes\, Userforms and Controls and Querying data and using SQL in VBA and associated exercises. \nInstructors\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. \nAdditional Details\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. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/introduction-to-excele-vba-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210309T180000
DTEND;TZID=America/New_York:20210309T193000
DTSTAMP:20260717T110311
CREATED:20201130T212911Z
LAST-MODIFIED:20201130T212911Z
UID:64846-1615312800-1615318200@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-3/
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:20210310T090000
DTEND;TZID=America/New_York:20210312T170000
DTSTAMP:20260717T110311
CREATED:20210208T231826Z
LAST-MODIFIED:20210324T204733Z
UID:65955-1615366800-1615568400@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. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\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.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho 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\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis 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. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\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. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion 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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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DTSTART;TZID=America/New_York:20210310T180000
DTEND;TZID=America/New_York:20210310T193000
DTSTAMP:20260717T110311
CREATED:20201126T051828Z
LAST-MODIFIED:20201204T204146Z
UID:64798-1615399200-1615404600@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-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Toastmasters,Virtual Events & Programming
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