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DTSTART:20210314T070000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210311T090000
DTEND;TZID=America/New_York:20210311T120000
DTSTAMP:20260717T163005
CREATED:20210209T152333Z
LAST-MODIFIED:20210308T215603Z
UID:65958-1615453200-1615464000@cfany.org
SUMMARY:Global Policymakers Series: First Quarter Summit 2021
DESCRIPTION:Global Policymakers Series (GPS)First Quarter Summit 2021OverviewA virtual  Asset Owner Series™ event \nGlobal Policymakers Series (GPS) – presented quarterly – educates members of CFA Society New York\, and members of our sister societies\, on global policy matters. \nThe financial consequences of the Great Recession led to historic changes in monetary policy\, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful. \nSuch trends demonstrate just how valuable an understanding of global policy\, and changes in regulatory standards\, is to financial professionals in managing their careers and in offering quality client services. Through GPS\, CFA Society New York educates on both fronts\, and does so through a lens devoid of any political or ideological noise. \nAgenda and Lineup8:55 AM | INTRODUCTION \n\nSameer Jagetia\, CFA\, CEO\, CFA Society New York \n\n\n9:00 AM | KEYNOTE SESSION \n\nLutfey Siddiqi\, CFA\, Managing Director\, Regions and Society Relations\, CFA Institute \n\n\n10:00 AM | PANEL  \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanelists \nAndrew Cross\, Chief Financial Officer\, Asia Infrastructure Investment Bank \nEila Kreivi\, Director and Head of the Capital Markets Department\, European Investment Bank \nFaut Savas\, Executive Director\, J.P. Morgan \n\n\n11:00 AM | KEYNOTE SESSION \n\nModerator \nNoel Lateef\, CEO\, Foreign Policy Association \n\nKeynote Speaker \nAnne O. Krueger\, former Chief Economist\, World Bank; former First Deputy Managing Director\, International Monetary Fund \n\n\n12:00 PM | CLOSING & ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nGlobal policy impact on financial markets\nGlobal infrastructure issues\n\nFrom Our Presenting Partner: Financial Policy Association (FPA)Great Decisions \nAmerica’s largest discussion program on world affairs \nThe program provides background information and policy options for the eight most critical issues facing America each year and serves as the focal text for discussion groups across the country. \nPurchase the Great Decisions 2021 Briefing Book\, and prepare to discuss the world by getting started today! \nLearn More
URL:https://cfany.org/event/global-policymakers-series-first-quarter-summit-2021/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210315T180000
DTEND;TZID=America/New_York:20210315T190000
DTSTAMP:20260717T163005
CREATED:20210205T211449Z
LAST-MODIFIED:20210311T212716Z
UID:65914-1615831200-1615834800@cfany.org
SUMMARY:OCIO: What Investing Trends the CIO of One of the Largest Thinks About
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nFrequent CFA Society New York volunteer and Founder of Manager Analysis Services\, Chris Cutler\, CFA will interview Chris Philips\, CFA\, Principal and Head of Vanguard Institutional Advisory Services. \nWith over two decades of experience providing ongoing investment management services and strategic recommendations for a range of clients\, Chris Philips\, CFA will share his perspective on manager search and selection for non-profits is changing and how their asset allocation is responding to the risks in the market. \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\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\n\nInterviewee\nChristopher Philips\, CFA\, Principal and Head\, Vanguard Institutional Advisory Services \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation for non-profits\nManager selection issues for endowments
URL:https://cfany.org/event/ocio-what-investing-trends-the-cio-of-one-of-the-largest-thinks-about/
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:20210315T180000
DTEND;TZID=America/New_York:20210315T193000
DTSTAMP:20260717T163005
CREATED:20201224T004733Z
LAST-MODIFIED:20201224T005624Z
UID:65390-1615831200-1615836600@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-8/
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:20210316T090000
DTEND;TZID=America/New_York:20210318T170000
DTSTAMP:20260717T163005
CREATED:20210209T163518Z
LAST-MODIFIED:20210324T204731Z
UID:65976-1615885200-1616086800@cfany.org
SUMMARY:FP&A Technical Mastery Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn the technical and presentation skills you need to become an invaluable member of your team \nOverviewThis 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company’s leadership while learning invaluable skills in problem-solving\, risk management\, and growth planning. \n\nVirtual training led by our team of FP&A professionals\nLearn a full range of invaluable FP&A skills\nBoost your Excel efficiency\n\nCFANY.org: $1\,359.20 Standard Rate: $1\,999 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDAY 1 \n\n\nIntroduction to the modern FP&A function\nMacroeconomic\, Industry\, and Competitive Analysis\nThe Power and Art of Business Modeling\n\n\n\nDAY 2 \n\n\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\n\n\n\nDAY 3 \n\n\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\nThe future of FP&A in large corporations and private companies\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nFP&A Technical Mastery\nIntroduction to Financial Planning & Analysis (FP&A) Technical Mastery Boot Camp \n\nIntroductory discussion about the modern FP&A function\nOverview of modules\n\nThe Power & Art of Business Modeling in FP&A\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\n\n\nParticipant and instructor introductions\n\nThe Power and Art of Business Modeling \n\nModeling best-practices\n\nOrganizational structure and navigation\nCoverage of key formulas & functions\, ribbons\, and functionality\nSimplification of complex modeling techniques and model hygiene\nFormula auditing\, watch window\, formula evaluator\nUse of dynamic links for linking internally and to external workbooks\n\n\nModel formatting\n\nUse of defined names for cells\, ranges\, tables\, data sets\, and formulas to simplify references\nIncorporation of dynamic drop-down lists\, toggles\, and lookups to improve efficiency\n\n\nDynamic modeling\n\nCreation of dynamic data sets\, data ranges\, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts\nUse toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets\nLookup Functions: INDEX\, MATCH\, VLOOKUP\, HLOOKUP\, DATA VALIDATION\nReal-life application through exercises and case studies\n\n\n\nData Visualization & Storytelling \n\nBest-practices for conveying financial performance in visual form for meetings and presentations\nHow FP&A can serve as a strategic partner to non-financial business functions\nCreation of deliverables with consideration given to the end-user or a wide-array of audiences\n\nSparklines combined with dynamic data ranges\nUsing dynamic data sets to populate pivot charts\, pivot tables\, and pivot slicers\n\n\nReal-life application through exercises and case studies\n\nOutputs & Variance Analysis \n\nUse of data visualization to communicate strategic mapping\, key performance indicators (KPIs)\, and balanced scorecards\nApproaches for identification and visual display of KPIs\nVariance analysis and cash flow forecasting\n\nUse of conditional formatting to highlight period-over-period variances\nConsideration of dynamic triggers for flexible conditional formatting\n\n\nReal-life application through exercises and case studies\nBuilding and displaying impactful dashboards for meetings and presentations\nCrafting and management of dynamic charts and graphs\n\nCreation of fully-dynamic graphs with automated updating of links to source information\nIncorporation of fully-flexible date range toggles within dynamic graphs\nUtilization of form controls in dynamic graphs to enhance user-interface\n\n\nReal-life application through exercises and case studies\n\nScenarios & Sensitivities \n\nFinancial consolidations\n\nSUM OF WORKSHEETS approach to scenario management\, forecasting\, and budgeting\n\n\nIntroduction to the Developer ribbon and Visual Basic for Applications (VBA)\nIntroduction to Excel’s built-in scenario manager and scenario summary function\nEnhancement of scenario user-interface with form controls (option buttons\, check boxes\, combo boxes\, spin buttons\, scroll bars\, group boxes)\nDifferences between simulation and optimization\nConduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting\n\nGetting to Answers Without Modeling \n\nConduct ‘what-if’ operational simulations to minimize risk\nUtilize goal seek to determine pricing and to target profitability\nDemonstrate how Excel’s Solver can enhance performance while addressing resource constraints\nAddress break-even\, profit optimization\, and product mix decisions\nReal-life application through exercises and case studies\n\nCapex & Project Forecasting \n\nNet Present Value (NPV)\, Internal Rate of Return (IRR)\, Modified IRR (MIRR)\, XIRR\, XNPV\nDiscounted cash flow analysis and weighted average cost of capital\nUtilize 1- and 2-variables sensitivity tables to display a range of probable results\nReal-life application through exercises and case studies\n\nForecasting & Budgeting \n\nKey terms and definitions\nForecasting methods\n\nTop-down\nBottoms-up\n\n\nHow risk\, uncertainty\, and probability affect forecasts\nHow regression aids in forecasting accuracy\nReal-life application through exercises and case studies\n\nStrategic Financial Planning & Analysis \n\nKey accounting and finance terms and definitions\nUnderstanding fundamentals of the financial statements\n\nIncome Statement\nBalance Sheet\nStatement of Cash Flows\nCommon-sizing and period-over-period trend analysis\nRatio analysis\n\n\nComprehensive strategic case study\n\nRevenue and cost builds by channel\nAssessment of the macroeconomic and industry environment\nPeer review\nLiquidity and working capital management including cash conversion cycle optimization\nGap analysis\nDebt sizing\nIntegrated venture forecast modeling\n\n\n\nProgram Conclusion \n\nWhat are the characteristics of an effective FP&A function\nThe future of FP&A in large corporations and private companies\n\nCloseWho is this boot camp for?\nAnalysts and managers in financial planning and analysis\nBusiness decision support\nInternal & external financial reporting groups\nControllers\nCorporate accounting professionals\n\nBoot Camp DetailsOverviewInstructorAdditional DetailsOverview\nFP&A professionals require a cross-functional understanding of accounting\, finance\, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again. \nInstructor\nThe course is taught by Carl Seidman\, Business Strategist\, CFO Advisor\, TedX Speaker\, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy\, including turnarounds\, restructurings\, valuation\, transactions\, and crisis management. With a passion for teaching and years of directly relevant real-world experience\, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job. \nAdditional Details\nWhat’s Included? \n\nThe training materials that trainees receive are comprehensive and intuitive\, and are designed to serve as stand-alone materials for easy use long after the training session has ended.\nUp to 27 FP&A recertification credits\nUp to 27 CPE credits\n\n\nWhat to Bring \nLaptop\, Notepad\, and Calculator. \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\nFP&A Recertification Credit \nThis seminar is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
URL:https://cfany.org/event/fpa-technical-mastery-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210316T094500
DTEND;TZID=America/New_York:20210316T133500
DTSTAMP:20260717T163005
CREATED:20210224T172322Z
LAST-MODIFIED:20210316T185337Z
UID:66308-1615887900-1615901700@cfany.org
SUMMARY:Asia Asset Owners Series Virtual Summit 2021
DESCRIPTION:OverviewThis insightful half-day format will touch on a range of topics affecting asset owner strategies today\, including the risks and opportunities of a post COVID-19 environment. \nAttendees will discuss macroeconomic risks\, global infrastructure\, and learn about recent economic and regulatory developments that will impact investments. Come prepared to delve into ESG topics\, appropriate manager search and selection methods\, asset allocation\, and more. All discussions will be led by respected international investors and asset owners. \nAgenda9:45 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:00 AM | A BETTER TOMORROW – AN INSIDER’S PERSPECTIVE ON HONG KONG\, THE GREATER BAY AREA AND CHINA \n\nModerator \nThomas G. Tsao\, Chairman\, Gobi Partners \nKeynote Speaker \nBernard Charnwut Chan\, Convenor of the Non-Official Members of the Executive Council\, HKSAR \n\n\n11:35 AM |  SOUTHEAST ASIA AS AN EMERGING REGION AND DIVERSIFYING DESTINATION PANEL \n\nModerator \nKaymok Ku\, Managing Partner\, Gobi Partners \n\nPanelists \nTengku Azmil Aziz\, Deputy Managing Director\, Chief Investment Officer\, Khazanah Nasional Berhad \nDaniel Budiman\, Co-Founder and Managing Partner\, Mahanusa Capital \n\n\n12:05 PM | KEYNOTE SPEAKER: WHAT’S BEHIND THE BOOM IN ASIA 2021:  TECHNOLOGY\, SUSTAINABILITY (ESG)\, SPACs \n\nModerator   \nPaul Ark\, Advisor\, Gobi Partners \nKeynote \nKhailee Ng\, Managing Partner\, 500 Startups \n\n\n12:35 PM | THE RISE OF SUNWAY: SOUTHEAST ASIA AS AN INVESTMENT DESTINATION\n \n\nKeynote \nJeffrey Cheah\, Founder and Chairman\, Sunway Group \n\n\n1:05 PM |  INTERNATIONAL ASSET OWNERS INVESTING IN ASIA PANEL \n\nModerator \nPaul Ark\, Advisor\, Gobi Partners \n\nPanelists \nDi Fu\, Investment Executive\, CDC Group \nAradhna Dayal\, Founder & Chief Executive Officer\, Access Alts Asia \n\nAdditional DetailsAreas of Focus \n\nAsia Asset Allocation\nAsia Manager Search and Selection\nAsia Macroeconomic trends
URL:https://cfany.org/event/asia-asset-owners-series-virtual-summit-2021/
LOCATION:Virtual Only
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210316T120000
DTEND;TZID=America/New_York:20210316T130000
DTSTAMP:20260717T163005
CREATED:20210211T165952Z
LAST-MODIFIED:20210211T182114Z
UID:66062-1615896000-1615899600@cfany.org
SUMMARY:Centennial Speaker Series - George G. Szpiro on Risky Decisions: How Mathematical Paradoxes and Other Conundrums Have Shaped Economic Science
DESCRIPTION:OverviewThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nAt its core\, economics is about making decisions. In the history of economic thought\, great intellectual prowess has been exerted toward devising exquisite theories of optimal decision-making in situations of constraint\, risk\, and scarcity. Yet not all of our choices are purely logical\, so there is a long-standing tension between those emphasizing the rational and irrational sides of human behavior. One strand develops formal models of rational utility-maximizing\, while the other draws on what behavioral science has shown about our tendency to act irrationally. \nIn this talk\, George Szpiro will give examples of mathematical paradoxes and psychological conundrums that have led to advancements in economic science. He will challenge the audience with questions about how to make decisions\, thereby showing how people who believe themselves to be rational can be led astray. \nAgenda12:00 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n\n12:08 PM | DISCUSSION \n\nGeorge G. Szpiro\, Author\, Numbers Rule: The Vexing Mathematics of Democracy\, from Plato to the Present and Pricing the Future: Finance\, Physics\, and the 300-Year Journey to the Black-Scholes Equation \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nCo-Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-george-g-szpiro-on-risky-decisions-how-mathematical-paradoxes-and-other-conundrums-have-shaped-economic-science/
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:20210316T120000
DTEND;TZID=America/New_York:20210316T133000
DTSTAMP:20260717T163005
CREATED:20201209T235342Z
LAST-MODIFIED:20210304T195845Z
UID:65190-1615896000-1615901400@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, or to be added to the Alternative Investments distribution list\, please contact us at aig@cfany.org or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,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:20210316T180000
DTEND;TZID=America/New_York:20210316T193000
DTSTAMP:20260717T163005
CREATED:20201211T062147Z
LAST-MODIFIED:20210121T230631Z
UID:65231-1615917600-1615923000@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-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210318T180000
DTEND;TZID=America/New_York:20210318T190000
DTSTAMP:20260717T163005
CREATED:20201222T063251Z
LAST-MODIFIED:20201222T063251Z
UID:65360-1616090400-1616094000@cfany.org
SUMMARY:CFA Society New York Book Club: Ten Lessons for a Post-Pandemic World
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: Ten Lessons for a Post-Pandemic World\nAuthor: Fareed Zakaria
URL:https://cfany.org/event/cfa-society-new-york-book-club-ten-lessons-for-a-post-pandemic-world/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210319T120000
DTEND;TZID=America/New_York:20210319T133000
DTSTAMP:20260717T163005
CREATED:20201211T065926Z
LAST-MODIFIED:20210317T151413Z
UID:65254-1616155200-1616160600@cfany.org
SUMMARY:Sustainable Investing Group Meeting: Aggregate Confusion
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 SpeakerFlorian Berg\, Ph. D.\, Research Associate\, MIT Sloan School of Management \nFlorian is currently a research associate at the MIT Sloan School of Management. His research interest covers sustainable investing with a focus on ESG ratings\, the disagreement between different rating agencies\, and how it affects investors\, firms\, as well as academia. \nHe received his PhD in economics from Paris-Dauphine University. During his PhD\, he held a visiting research position at ETH Zurich. He also holds a BSc in economics and a MSc in financial engineering from Paris-Dauphine University. Florian worked as a quantitative researcher at Amundi Asset Management and as a quantitative strategist/ trader at Alphadyne Asset Management. He also lectured portfolio management and fixed income analysis on the satellite campus in New York of Paris-Dauphine University as well as economics at Sciences-Po.
URL:https://cfany.org/event/sustainable-investing-group-meeting-13/
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:20210319T130000
DTEND;TZID=America/New_York:20210319T170000
DTSTAMP:20260717T163005
CREATED:20210209T195120Z
LAST-MODIFIED:20210803T165042Z
UID:65980-1616158800-1616173200@cfany.org
SUMMARY:Modeling Multifamily Real Estate - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn about real world “on the job” multifamily real estate modeling \nWhat You’ll LearnBuild a Multifamily Real Estate Model Step-By-Step \nHow do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? \nIn this virtual “Power Session\,” you will learn how a real multifamily model is constructed and used to generate key investment insights. \nExcel Model Template Included \nA comprehensive reusable multifamily real estate model template is included with this course. \nCFANY.org: $319.20 Standard Rate: $399 Who is this boot camp for?\nProfessionals and students pursuing careers in Real Estate Private Equity.\nReal estate professionals looking to add financial modeling skills to their existing skill set.\nIndividual investors and anyone interested in the Real Estate industry.\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nDesigned for investment banking\, PE and real estate investment professionals\, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However\, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel. \n\nUsing a typical offering memorandum (OM) to extract key detail used in the model\nHow historical financials drive the pro-forma\nProjecting top-line revenue performance (effective vs. gross rent)Modeling occupancy/vacancy loss\, non-revenue units\, and uncollectible rent assumptions\nGetting to NOI: Projecting the most common operating expenses\nHow to underwrite capital expenditures (defensive vs. offensive)\nHow to calculate levered returns\nModeling the key equity and debt metrics in multifamily real estate (Yield-on-cost\, Cash-on\ncash yield\, DSCR\, and debt yield)\nUnderstanding value allocation\nModeling Sources & Uses\nConstructing the NOI and Returns Summary tables\nSensitizing key outputs to frame purchase price ranges for a multi-family real estate property\nTypical return profile for a multi-family\nFinancial due diligence: Sales comparable and market surveys\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. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \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. \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/modeling-multifamily-real-estate-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:20210324T090000
DTEND;TZID=America/New_York:20210326T170000
DTSTAMP:20260717T163005
CREATED:20210212T031027Z
LAST-MODIFIED:20210803T165038Z
UID:66081-1616576400-1616778000@cfany.org
SUMMARY:Introduction to Project Finance Modeling – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn to build project finance models for a transaction \nWhat You’ll LearnReal-world Project Finance Training \nPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up-the way it’s done on the job. \nUsed By Top Financial Institutions \nTaught by experienced project finance professionals\, this is the same intensive virtual training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \nCFANY.org: $1359.20 Standard Rate: $1\,699 Additional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nAgendaPlease note: Each daily session goes from 9AM – 5PM EST \nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive training program where trainees learn project finance modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation course \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 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.
URL:https://cfany.org/event/introduction-to-project-finance-modeling-wall-street-prep-2/
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:20210324T090000
DTEND;TZID=America/New_York:20210326T170000
DTSTAMP:20260717T163005
CREATED:20210209T213808Z
LAST-MODIFIED:20210803T165041Z
UID:65984-1616576400-1616778000@cfany.org
SUMMARY:Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep: The PE Masterclass: Crushing the paper LBO is just the beginning\n** Formerly called the Private Equity Boot Camp \nLearning ObjectivesLBO Modeling & the PE Deal Process \nThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. \nLed by 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. \nLearn from the Private Equity’s #1 Trainer \n4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training. \nCFANY.org: $1599.20 Standard Rate: $1\,999 AgendaThis virtual session goes from 9am-5pm EST \nDay 1 | LBO AND PE OVEERVIEW LBO MODELING \n\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \n\n\nDay 2 | LBO MODELING/PE DEAL PROCESS \n\nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \n\n\nDay 3 | LBO MODELING/PE DEAL PROCESS \n\nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \n\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 access to the following online course(s): Financial Statement ModelingLBO 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\nCloseWho is this boot camp for?This PE Masterclass is targeted specifically for the following audience: \n\nInvestment banking analysts planning to or actively interviewing for PE\nMBAs and undergraduates pursuing private equity\nCurrent private equity professionals seeking to improve their skill set\nLeveraged finance and credit professionals seeking a better understanding of their PE clients’ process\n\nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nLed by former private equity professional with applied expertise in LBO modeling methodologies\, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job. \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.Additional Details\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. \n\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\nWhat You’ll Need \nLaptop\, Notepad\, and Calculator. \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. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of 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.
URL:https://cfany.org/event/lbo-modeling-and-pe-deal-process-masterclass-3-day-virtual-boot-camp/
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:20210324T120000
DTEND;TZID=America/New_York:20210324T130000
DTSTAMP:20260717T163005
CREATED:20210226T194843Z
LAST-MODIFIED:20250609T202215Z
UID:66391-1616587200-1616590800@cfany.org
SUMMARY:Robinhood\, the Retail Renaissance\, and What it Means for Fintech and Capital Markets
DESCRIPTION:OverviewAs a disruptive fintech player that has attracted an outsized amount of attention from mainstream financial media\, Robinhood is sparking a retail renaissance: 25% of all trades now originate from retail investors. During the early days of the pandemic in 2020\, the company raised $1.25 billion and was valued at nearly $11 billion; in February 2021\, it raised another $3.4 billion. \nJoin the Fintech Thought Leadership Group of CFA Society New York for this timely event to discuss the business model of firms like Robinhood\, including a frank look at if there is a real long-term threat to incumbent firms and a review of regulatory challenges facing the gamified online brokerage environment. Industry experts will weigh in with objective and diverse perspectives on the changes that are shaping global capital markets and impacting legacy firms; attendees will also have an opportunity to join in the conversation. \nAgenda12:00 PM | OPENING REMARKS \n\nCarole K. Crawford\, CFA\, Chair\, Fintech Thought Leadership Group\, CFA Society New York \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nChristopher White\, Founder\, Chief Executive Officer\, BondCliQ \nPanelists \nKathleen DeRose\, CFA\, Finance Professor\, NYU Stern School of Business \nDevin Ryan\, Managing Director\, Equity Research Analyst\, JMP Securities \nLex Sokolin\, Global Fintech Co-Head\, ConsenSys \n\n\n12:45 PM |  Q&A \n\n1:00 PM | CLOSING REMARKS \n\nCarole K. Crawford\, CFA\, Chair\, Fintech Thought Leadership Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nExplore potential threats to incumbent firms\nUnderstand “fintech” in the context of the online brokerage industry\nIdentify the disruptive impact of innovation throughout capital markets
URL:https://cfany.org/event/robinhood-the-retail-renaissance-and-what-it-means-for-fintech-and-capital-markets/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210324T180000
DTEND;TZID=America/New_York:20210324T193000
DTSTAMP:20260717T163005
CREATED:20201126T052256Z
LAST-MODIFIED:20201204T204136Z
UID:64799-1616608800-1616614200@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-17/
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:20210325T090000
DTEND;TZID=America/New_York:20210326T170000
DTSTAMP:20260717T163005
CREATED:20210209T230102Z
LAST-MODIFIED:20210803T165039Z
UID:65988-1616662800-1616778000@cfany.org
SUMMARY:Bank Industry Modeling - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep \nWhat You’ll LearnThe unique regulatory framework and business model of financial institutions pose specific challenges in the areas of analysis\, forecasting and valuation. In this 2-day course\, participants will focus exclusively on banks. On Day 1\, you will understand the operating model of banks and regulatory and capital implication\, and learn how to analyze the financial statements of a bank and begin building a complete bank forecast model. On Day 2\, you will complete the forecast model\, then create a Dividend Discount Model (DDM) for bank valuation. The course will conclude with a discussion of specific considerations around bank M&A. This intensive course is designed to equip professionals engaged in the analysis and valuation of banks\, with the hands-on skill set needed on the job and is taught by an experienced FIG investment banker. \n\nLearn the regulatory framework of commercial banks\nBuild a financial institution forecast model\nUnderstand the challenges with bank valuation\nIncludes Excel Financial Institution model templates\n\nCFANY.org: $1\,599 Standard Rate: $1\,999 AgendaView Full Syllabus\n\nDay 1 | BANK INDUSTRY FINANCIAL STATEMENT MODELING \n\nYou will learn how to build an annual forecast model for a financial institution while being guided through the unique regulatory framework and business model of banks. \n\n\nDay 2 | BANK INDUSTRY VALUATION MODELING \n\nYou will build perform valuation modeling on a financial institution\, while navigating through the unique industry challenges of expensing of debt service and income\, the regulatory constraints on reinvestment\, and the calculation of levered vs. unlevered free cash flows. Alternative approaches to valuation will be discussed including Dividend Discount Models (DDM). \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nBanks: Analysis\, Modeling & Valuation\nRegulatory\, Accounting and Capital Framework\n\nOverview & paradigms of the banking system\nBank regulatory framework\nRegulatory and structural implications on model\nInterpreting the 3 financial statements for a bank\nAnalyzing the linkages between the key financial\nstatement line items\nYield curve impact\nLoan accounting & ratios (NPL\, NCO\, LLR to Loans)\nInvestment accounting (Level 1\,2\,3 & AFS\, HTM etc.)\nKey operating metrics & ratios\nCapital considerations for banks\nUnderstanding the Basel III framework and key\nratios and calculations\nCredit considerations around banks\nCECL Update\n\nBuilding a Bank Forecast Model \n\nForecasting key balance sheet items\, including loans\,\ninvestments & deposits\nForecasting key income statement items\, including\nnet interest income and non-interest items\nForecasting capital ratios and capital requirements\nForecasting dividends\nIntegrating the model and checking for errors\nBalancing the model and checking for accuracy\nError-proofing techniques & sensitivity analysis\n\nBank Valuation and M&A\n\nChallenges to the traditional firm valuation\napproach\, and the calculation of free cash flows\nAlternative approaches to valuation: Dividend\nDiscount Models (DDM)\, Residual Income Models\,\nComparable valuation and appropriateness of P/B\nBuilding a DDM for bank valuation step-by-step\nIncorporating regulatory constraints\nConsiderations in Bank M&A (CDI\, MSR etc.)\n\n\n\n\n\n\nCloseBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive training program where trainees learn bank and FIG 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 Information\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 18 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/bank-industry-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:20210325T120000
DTEND;TZID=America/New_York:20210325T133000
DTSTAMP:20260717T163005
CREATED:20210219T215649Z
LAST-MODIFIED:20210517T141548Z
UID:66227-1616673600-1616679000@cfany.org
SUMMARY:LIBOR Transition Series
DESCRIPTION:OverviewLIBOR has played a pivotal benchmarking role in global financial markets for 35 years\, but as this role winds down and firms transition to using SOFR and other reference rates\, millions of contracts worth hundreds of trillions of dollars must be retooled. \nBy June 2023\, this once-dominant reference rate will be phased out entirely. Capital markets\, consumer loans\, and a wide variety of investment products will be affected by this transition. In the U.S.\, the shift is well underway\, with regulator plans to accelerate the process through 2021 as recommended by the Financial Stability Board (FSB) in its 2020 Progress Report. \nJoin CFA Society New York as we invite leaders from across the industry to share their expertise during this transition period. In three sessions\, speakers will address implications for capital markets and asset management\, share their observations on the current process\, and envision actionable strategies for firms to navigate complex legal\, methodological\, and regulatory considerations. \nDon’t miss out on these timely sessions addressing an industry paradigm shift. Register now to join in the discussion. \nRegistration Options Single Day Pass$FREEfor membersNonmembers: $25Day 1\, OR Day 2 OR Day 33-Day Bundle$FREEfor membersNonmembers: $50Day 1 AND Day 2 AND Day 3AgendaDay 1Day 2Day 3Day 1\nThursday\, March 25\n\nImplementation of a Libor Transition Program\n12:00 PM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Co-Chair of the Value Investing Group\, CFA Society New York \n\n12:05 PM | PANEL DISCUSSION \nModerator \nPeter Went Ph.D.\, CFA\, Lecturer\, Columbia University \nPanelists \nAnn Battle\, Head of Benchmark Reform\, ISDA \nJason Granet\, Managing Director\, Goldman Sachs \nAdam Schneider\, Partner\, Digital Banking\, Libor Platform Lead\, Oliver Wyman \n\n1:00 PM | Q&A \n\n1:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Chair of the institutional Asset Management Group\, CFA Society New York \nDay 2\nThursday\, April 22\n\nModeling Implications of Replacement Rates for Libor\n12:00 PM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Co-Chair of the Value Investing Group\, CFA Society New York \n\n12:05 PM | PANEL DISCUSSION \nModerator \nPeter Went Ph.D\, CFA\, Lecturer\, Columbia University \nPanelists \nFabio Mercurio\, Global Head of Quantitative Analytics\, Bloomberg\, L.P. \nAgha Mirza\, Managing Director\, Global Head of Rates & OTC Products\, CME Group \nJonathan Rosen\, Ph. D.\, Product Manager\, Quantitative Analytics\, FINCAD \n\n1:00 PM | Q&A \n\n1:25 PM | CLOSING REMARKS \nArthur Fliegelman\, CFA\, Chair of the Financial Reporting & Analysis Group\, CFA Society New York \nDay 3\nTUESDAY\, MAY 25\n\nLegal and Regulatory Aspects of the Libor Transition\n12:00 PM | OPENING REMARKS \nAndrew Auslander\, CFA\, FRM\, Co-Chair of the Value Investing Group\,CFA Society New York \n\n12:05 PM | PANEL DISCUSSION \nModerator \nPeter Went Ph.D.\, CFA\, Lecturer\, Columbia University \nPanelists \nJason Jurgens\, Partner\, Jones Day \nRachel Rodman\, Partner\, Cadwalader\, Wickersham & Taft LLP \nLary Stromfeld\, Partner\, Cadwalader\, Wickersham & Taft LLP \n\n1:00 PM | Q&A \n\n1:25 PM | CLOSING REMARKS \nLeo Schmidt\, CFA\, Chair of the institutional Asset Management Group\, CFA Society New York \nAgendaTUESDAY\, JANUARY 12\n\nAlternative Data in Investment Management: Usage\, Challenges and Valuation* \n\nPetter Kolm\, Director of the Mathematics in Finance Master’s Program\, New York University \n\n*This section will not be recorded \nThe Colour of Finance Words \n\nDiego Garcia\, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business\, University of Colorado at Boulder. \n\n Machine Learning in Quantitative Investing \n\nVladimir Zdorovtsov\, Senior Vice President\, Director\, Global Equity Research\, Acadian \n\n\nWednesday\, JANUARY 13\n\n Fundamental Analysis Via Machine Learning \n\nHaifeng You\, Hong Kong University of Science and Technology \n\nThe Changing Economics of Knowledge Production \n\nSimona Abis\, Columbia Business School \n\n Panel Discussion | Data Science in Finance: Applications and Strategy for the Future \n\nPeg DiOrio\, CFA\, Head of Head of Quantitative Equity Portfolio Management\, Voya Investment Management \nStacie L. Mintz\, CFA\, Managing Director\, Co-Head of the Quantitative Equity team and Portfolio Manager\, QMA \nLilian Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners \n\nAdditional DetailsLearning Outcomes \n\nImplementation of a Libor Transition Program\nMarch 25 | 12:00 PM – 1:30 PM \n\nOperational considerations for LIBOR transition\nDocumentation review and renegotiation\nManaging ISDA protocols\nStrategies to mitigate risks and financial losses\n\n\nModeling Implications of Replacement Rates for Libor\nApril 22 |  12:00 PM – 1:30 PM \n\nDeveloping pricing and valuation curve\nUnderstand the effects on models by using replacement reference benchmarks\nDetermining the fair value under changing benchmarks\n\n\nLegal and Regulatory Aspects of the Libor Transition\nMay 25 |  12:00 PM – 1:30 PM \n\nLegal implications of the Libor transition\nChanges in legislation and regulation\nFall-back language for legacy contracts
URL:https://cfany.org/event/libor-transition-series/2021-03-25/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210327T100000
DTEND;TZID=America/New_York:20210327T180000
DTSTAMP:20260717T163005
CREATED:20210212T034519Z
LAST-MODIFIED:20210803T165036Z
UID:66084-1616839200-1616868000@cfany.org
SUMMARY:Venture Capital Valuation\, Term Sheets & Cap Tables - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn Venture Capital Term Sheets and Model Cap Tables \nOverviewThis boot camp is a 4-hour instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive\, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality. \nTopics Covered \n\nThe VC Process and Term Sheet\n\nThe early stage investing landscape\nA typical VC deal process and timeline\nVC return economics – why they need to hit home runs\nVC Valuation – back-solving into a pre-money / post-money valuation\nUnderstanding VC term sheets\n\n\n\n\nVC Math and Cap Tables\n\nCap Table Math: Dilution and price per share after new round\nCalculating Impact of Option Pool\nCalculating Impact of Multiple Investors\nCalculating impact of Convertible Debt\nConstructing a Cap Table\nFlow of Funds and Distribution Waterfall\n\n\n\nCFANY.org: $799.20 Standard Rate: $999 What You’ll LearnDemystifying the VC Valuation & Term Sheet \nHow do venture capital (VC) professionals determine the size and ownership stake of their investments? How do they construct term sheets to optimize their chances of generating high investment returns? Using simple examples that slowly grow more complex\, we’ll demystify the math and jargon that’s used in early stage investing \nCap Table & Waterfall Modeling \nMultiple investment rounds\, coupled with even the most common VC deal provisions such as option pools\, convertible debt and liquidation preferences conspire to create significant model complexity when structuring cap tables and waterfalls. Learn how to structure cap tables to address these challenges \nAdditional DetailsSchedule \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. \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. \n\nCPE Credit\nEarn 9.5 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/venture-capital-valuation-term-sheets-cap-tables-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:20210330T180000
DTEND;TZID=America/New_York:20210330T190000
DTSTAMP:20260717T163005
CREATED:20210308T204941Z
LAST-MODIFIED:20210311T164622Z
UID:66567-1617127200-1617130800@cfany.org
SUMMARY:Centennial Speaker Series: Crash or Boom? Crypto\, DeFi\, and NFT Mania
DESCRIPTION:OverviewThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nOf all of the disruptive possible uses of blockchain and cryptocurrencies\, decentralized finance (or DeFi) and non-fungible tokens (or NFT) might be the one most likely to bring this technology to a wide audience—and challenge the established finance industry in the process. Join us for a fireside discussion with Dean Rapaccioli\, Gabelli School of Business; alumnus Michael Bucella\, GABELLI ’08; and adjunct faculty members Paul Johnson and Donna Redel. \nAgenda6:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n6:08 PM | FIRESIDE CHAT \n\nMichael Bucella\, Alumni\, Fordham University  \nPaul Johnson\, Adjunct Professor\, Gabelli School of Business\, Fordham University \nDonna Redel\, Professor of Blockchain-digital Assets\, Fordham Law School \n\n\n6:45 PM | Q&A \n\n7:00 PM |  CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo-Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-crash-or-boom-crypto-defi-and-nft-mania/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210330T180000
DTEND;TZID=America/New_York:20210330T190000
DTSTAMP:20260717T163005
CREATED:20210223T223436Z
LAST-MODIFIED:20210505T142756Z
UID:66300-1617127200-1617130800@cfany.org
SUMMARY:A Data-Driven Lens on Diversity & Inclusion
DESCRIPTION:OverviewHow can you best assess the role of Diversity & Inclusion research in financial services? While the broader diversity\, equity\, and inclusion (DEI) conversation is often clouded with subjectivity and bias\, recent available data draws a clear connection between diverse\, inclusive workplaces and improved business results across a range of settings. \nPlease join us for an hour-long panel discussion to learn how leading-edge data analytics and Artificial Intelligence techniques are impacting hiring\, talent development\, and company performance. You will hear from a variety of stakeholders on different sides of the DEI conversation as they speak to the latest DEI data and explore ways to apply it when setting goals and monitoring progress. \nAgenda6:00 PM | WELCOMING REMARKS \n\nMaggie Wong\, CFA\, Senior Product Manager\, Silicon Valley Bank\, Co-Chair of the Young Leaders Group\, CFA Society New York \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nErika Spence\, Global Head of Data Strategy\, eVestment\, a Nasdaq Company \nPanelists \nChristopher J. Ailman\, Chief Investment Officer\, CalSTRS \nGretchen O’Hara\, Vice President\, AI & Sustainability Strategy\, Microsoft \nPaolo Gaudiano\, Ph.D.\, Co-Founder & Chief Scientist\, Aleria \nSusan Reid\, Global Head of Diversity and Inclusion\, Morgan Stanley \n\n\n6:45 PM |  Q&A \n\n7:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC\, Chair of the Business Management Group\, CFA Society NY \n\nAdditional DetailsLearning Outcomes \n\nExplore how financial services firms can utilize data to assess current state of their diversity\, equity\, and inclusion (DEI)\nGain insight on how data analytics can provide useful benchmarks for a firm’s DEI initiatives\nDiscuss how Human Resources and other departments apply a firm’s DEI data and how it may impact team development and company performance
URL:https://cfany.org/event/a-data-driven-lens-on-diversity-inclusion/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Diversity & Inclusion Forum,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210405T130000
DTEND;TZID=America/New_York:20210405T170000
DTSTAMP:20260717T163005
CREATED:20210217T163939Z
LAST-MODIFIED:20210803T165035Z
UID:66140-1617627600-1617642000@cfany.org
SUMMARY:DCF Modeling - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn DCF modeling the way it’s done on the job \nBuild 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. Who is this boot camp for?Designed for MBAs and undergrads\, finance and liberal arts students\, and anyone starting a career in: \n\nInvestment Banking\nCorporate Finance\nPrivate Equity\nEquity Research\nAsset Management\n\nBoot Camp DetailsOverviewInstructorsAdditional InformationOverview\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. \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 Information\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\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/dcf-modeling-wall-street-prep-2/
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:20210405T170000
DTEND;TZID=America/New_York:20210405T193000
DTSTAMP:20260717T163005
CREATED:20201109T180415Z
LAST-MODIFIED:20201109T180641Z
UID:64478-1617642000-1617651000@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-5/
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:20210406T180000
DTEND;TZID=America/New_York:20210406T193000
DTSTAMP:20260717T163005
CREATED:20210121T160144Z
LAST-MODIFIED:20210329T224457Z
UID:65659-1617732000-1617737400@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionTopic: What in the (digital) world is an NFT?  Let’s discuss Non-Fungible Tokens! \nThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York  leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-9/
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:20210407T180000
DTEND;TZID=America/New_York:20210407T190000
DTSTAMP:20260717T163005
CREATED:20210322T194127Z
LAST-MODIFIED:20250421T180346Z
UID:66944-1617818400-1617822000@cfany.org
SUMMARY:Centennial Speaker Series: SPACs: Special\, Speculative\, or Spam?
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance \nSo what exactly is a SPAC\, or special purpose acquisition company? What would make some companies pick a SPAC over an IPO? And why are investors lining up to jump on the trend? Join us for an evening panel conversation explaining one of Wall Street’s hottest trends. \nAgenda6:00 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n6:05 PM | PANEL \n\nModerator \nJames Kelly\, Director\, Gabelli Center for Global Security Analysis\, Fordham University \nPanelists \nProfessor Sris Chatterjee\, Gabelli Chair in Global Security Analysis\, Gabelli School of Business \nProfessor N.K. Chidambaran\, Associate Professor of Finance\, Gabelli School of Business \nShohana Jannat\, Director\, Financial Institutions Group\, Oppenheimer \nPeter Nesvold\, Founder\, Nesvold Capital Partners \n\n\n6:45 PM | AUDIENCE Q&A \n\n7:00 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-spacs-special-speculative-or-spam/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210407T180000
DTEND;TZID=America/New_York:20210407T193000
DTSTAMP:20260717T163005
CREATED:20201201T000347Z
LAST-MODIFIED:20210304T194347Z
UID:64872-1617818400-1617823800@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.  \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nThis group meeting\, we will focus on Investment Performance  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210407T180000
DTEND;TZID=America/New_York:20210407T193000
DTSTAMP:20260717T163005
CREATED:20201126T054039Z
LAST-MODIFIED:20201204T204428Z
UID:64800-1617818400-1617823800@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-18/
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:20210408T173000
DTEND;TZID=America/New_York:20210408T183000
DTSTAMP:20260717T163005
CREATED:20210323T234025Z
LAST-MODIFIED:20210406T180900Z
UID:67019-1617903000-1617906600@cfany.org
SUMMARY:ESG From a Brazilian Perspective: Bridging the Energy Infrastructure Gap
DESCRIPTION:OverviewWhat does an increased focus on ESG investing mean for real-world initiatives\, especially those already focused on infrastructure and energy investments? Our Young Leaders Group seeks to address this question and other related topics from a Brazilian perspective during this upcoming hour-long discussion.  \nAs the Brazilian economy continues to develop\, strategic funding avenues and outside investments in critical infrastructure present opportunities for international firms. New energy projects must accommodate new standards\, bridging the sustainability gap between future needs and traditional resource extraction projects. The conversation will look towards the future of infrastructure investing and explore the role that ESG investing plays in new development.  \n×Cost to Attend\nFree for members | $25 Nonmembers \nCloseAgenda5:30 PM | WELCOMING REMARKS \n\n5:35 PM | PANEL DISCUSSION \n\nModerator \nLeonardo Cardoso\, CFA\, Chief Executive Officer\, QuantGate Systems Inc.\, Chief Investment Officer\, Brazen Capital\, LLC \nPanelists \nFabio Alperowitch\, CFA\, Founder\, FAMA Investimentos \nMatheus Amorim\, Chief Commercial Officer\, ENGIE Energy Solutions \nRichard Kang\, Managing Director\, Sigma Analysis & Management \nHerbert Longoni\, CFA\, Director\, Project Finance\, Crédit Agricole Corporate and Investment Bank \n\n\n6:15 PM | NETWORKING \n\n6:35 PM |  CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nExplore the increased role of ESG standards in global markets \nAnalyze the current state of energy within Brazil as well as its future needs \nDiscuss the impact of ESG on infrastructure investing 
URL:https://cfany.org/event/esg-from-a-brazilian-perspective-bridging-the-energy-infrastructure-gap/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Sustainable Investing,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210408T173000
DTEND;TZID=America/New_York:20210408T183000
DTSTAMP:20260717T163005
CREATED:20210322T231316Z
LAST-MODIFIED:20210329T202839Z
UID:66959-1617903000-1617906600@cfany.org
SUMMARY:Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management\, Part I: The Situation
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nDiversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female\, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation\, and what are its consequences—including for firms’ and clients’ bottom lines? \nIn Undiversified: The Big Gender Short in Investment Management\, experienced practitioners Ellen Carr and Katrina Dudley examine the lack of women in investment management and propose solutions to improve the imbalance. They explore the barriers that subtly but effectively discourage women from entering and staying in the industry at each point in the pipeline. At the entry-level\, the lack of visible role models discourages students from considering the field\, and those who do embark on an investment management career face many obstacles to retention and promotion. Carr and Dudley highlight the importance of informal knowledge about how to navigate career tracks\, without which women are left at a disadvantage in an industry that lionizes confidence. They showcase a diverse constellation of successful female portfolio managers to demystify the profession. \nDrawing on wide-ranging research; interviews with prospective\, current\, and former industry practitioners; and the authors’ own experiences\, Undiversified makes a compelling case that increasing the number of women could help transform active investment management at a time when it is under threat from passive strategies and technological innovation. \nAgenda5:30 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n5:35 PM | FIRESIDE CHAT \n\nModerator \nLaura Rittenhouse\, Author\, Investing Between the Line \nPanelists \nEllen Carr\, Author\, Undiversified: The Big Gender Short in Investment Managemen \nKatrina Dudley\, Author\, Undiversified: The Big Gender Short in Investment Managemen \nDan Hanson\, Chief Investment Officer\, Waddell & Reed Financial Inc.\, Ivy Investment Management Company \n\n\n6:15 PM | AUDIENCE Q&A \n\n6:30 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-women-in-investment-management-part-i-the-gender-short-situation/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210409T090000
DTEND;TZID=America/New_York:20210409T160000
DTSTAMP:20260717T163005
CREATED:20210217T172552Z
LAST-MODIFIED:20210803T165033Z
UID:66142-1617958800-1617984000@cfany.org
SUMMARY:Intro to Restructuring & Bankruptcy 101 - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Introduction to Restructuring & Bankruptcy 101 \nDelivered at top restructuring IB & Advisory firms to onboard new hires\nRestructuring is a truly unique process and requires an understanding the bankruptcy framework\, corporate finance and capital markets. Since the financial crisis in 2008\, we have worked with the leading restructuring advisory firms to deliver the foundational knowledge required for new hires to effectively help clients. Now you have access to the same training. \nWhat you’ll learn\nWe start with the basics of financial restructuring\, including the dynamics of out-of-court and in-court restructuring as well as key roles ad players. From there we take a deep dive into priority of claims in bankruptcy\, valuation\, how to estimate possible secured and unsecured recoveries both in court and out\, how the competing stakeholder motivations impact the process\, as well as distinct considerations for distressed debt investors. \nCFANY.org: $559.20 Standard Rate: $699 Who is this boot camp for?This Power Session was created for anyone interested in or beginning a career in restructuring. Most attendees come from the following backgrounds: \n\nInvestment banking analysts and associates\nRestructuring advisory and consulting\nCorporate finance and business development professionals\nDistressed debt investors\nMBA students and business undergraduates\nAnyone looking to get a better understanding of restructuring\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive training program where we introduce trainees to financial restructuring\, including major terms\, concepts\, common restructuring techniques and how restructuring professionals build three-statement bankruptcy models. \n\nUsing real case studies and a step-by-step approach\, learners will be introduced to the central considerations and dynamics of both out-of-court and in-court restructuring\, along with major terms\, concepts and common restructuring techniques.\nLearners will explore the various factors that lead to financial distress and how to impute asset values based on market prices for a company’s equity and debt trading levels and connect the concept of reorganization value to more traditional valuation concepts like enterprise value.\nExplore how the competing motivations and interests of the stakeholders in restructuring all impact the process.\nGain insight into liquidity analysis\, a recovery waterfall\, and potential equity value post emergence.\nUnderstand the mechanics of credit bidding and 363 sales.\nModel valuation and capital structure scenarios and the impact on recoveries to the various creditors.\nUnderstand priority of claims and how inter-creditor agreements\, secured vs unsecured\, maturity and corporate structure all play a role in both in-court and out-of-court restructuring outcomes.\nLearn how restructuring fits within a variety of strategic alternatives for firms under distress.\n\nSchedule\nThis virtual training session is scheduled for 9a-4p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms \nAdditional Information\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 8 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\nCancellation Policy \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.
URL:https://cfany.org/event/intro-to-restructuring-bankruptcy-101-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:20210409T120000
DTEND;TZID=America/New_York:20210409T133000
DTSTAMP:20260717T163005
CREATED:20201209T231445Z
LAST-MODIFIED:20210405T154503Z
UID:65174-1617969600-1617975000@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe 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 THIS GROUP \nGuest SpeakerStefano Pasquali Managing Director\, is the Head of Liquidity and Trading Research Group at BlackRock Solutions. As Head of Liquidity and Trading Research\, Mr. Pasquali is responsible for market liquidity modelling both at the security and portfolio level\, as well as estimating portfolio liquidity risk profiles. His responsibilities include defining cross asset class models\, analytics for trading optimization and developing innovative machine learning based approaches to better estimate market liquidity\, support trading and portfolio construction. He is leading research initiatives for high frequency trading analytics and he is highly involved in application of network-based statistical inference\, NLP and other tools in supporting the investment process. \nPrevious to Blackrock\, Mr. Pasquali oversaw product development and research for Bloomberg’s liquidity solution and for fixed income evaluated pricing. Prior to moving to New York in 2010\, Mr. Pasquali held senior quantitative research positions at several European banks and asset management firms. \nMr. Pasquali\, a strong believer in academic contribution to the industry\, has engaged in various conversations and collaborations with universities from the US\, UK\, and Italy. Before his career in finance\, Mr. Pasquali was a researcher in Theoretical and Computational Physics (in particular Monte Carlo Simulation\, Solid State physics\, Environment Science\, Acoustic Optimization)
URL:https://cfany.org/event/quantitative-investment-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
END:VCALENDAR