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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210325T090000
DTEND;TZID=America/New_York:20210326T170000
DTSTAMP:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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:20260717T180258
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210412T160000
DTEND;TZID=America/New_York:20210412T170000
DTSTAMP:20260717T180258
CREATED:20210319T155350Z
LAST-MODIFIED:20210412T140656Z
UID:66902-1618243200-1618246800@cfany.org
SUMMARY:Insurance: Portfolio Design Amid Massive Change
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nThe pace of change caused by the recent markets\, extraordinary central bank actions\, excessively low interest rates and other risks make change the only constant in the recent investment arenas. Hear from the CIO of one of the US’ largest insurance carriers about how she’s managing those changes. Stewart Foley\, CFA\, Managing Partner and Editor-In-Chief of the Insurance AUM Journal will interview Vlad Barbalat\, CFA\, Executive Vice President\, Executive Managing Director and Co-Head of Strategy & Asset Allocation and Patrizio Urciuoli\, CFA\, Executive Vice President\, Executive Managing Director and Co-Head of Strategy & Asset Allocation\, both of Liberty Mutual Investments. \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. \nAgenda4:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n4:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nStewart Foley\, CFA\, Managing Partner and Editor-In-Chief\, Insurance AUM Journal \n\n\nInterviewees\nVlad Barbalat\, CFA\, Executive Vice President\, Executive Managing Director and Co-Head of Strategy & Asset Allocation\, Liberty Mutual Investments \nPatrizio Urciuoli\, CFA\, Executive Vice President\, Executive Managing Director and Co-Head of Strategy & Asset Allocation\, Liberty Mutual Investments \n\n\n5:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation amid changing risks\nManaging change in long term investment programs
URL:https://cfany.org/event/insurance-portfolio-design-amid-massive-change/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210413
DTEND;VALUE=DATE:20210416
DTSTAMP:20260717T180258
CREATED:20210125T153012Z
LAST-MODIFIED:20250609T202114Z
UID:65736-1618272000-1618531199@cfany.org
SUMMARY:Fintech Week
DESCRIPTION:OverviewCFA Society New York’s Fintech Thought Leadership Group is delighted to host our first annual Fintech Week focused on the impact of innovation and technology on investment practitioners. The goal of CFANY Fintech Week is to empower CFA charterholders and members to stay competitive and continue to lead as innovation transforms our industry. \nDay 1 will focus on new career paths\, professional learning\, and leadership in times of transformation. \nDay 2 will focus on innovation in investment management\, including AI\, alternative data\, and data science. \nDay 3 will focus on disruptive\, transformative innovation\, such as digital assets\, blockchain\, BAAS\, the reshaping of capital markets\, and the impact of 5G and quantum computing. \nRegistration Options Single Day Pass$FREEfor membersNonmembers: $75Day 1\, OR Day 2 OR Day 33-Day Combo$FREEfor membersNonmembers: $125Day 1 AND Day 2 AND Day 3AgendaDay 1Day 2Day 3Day 1\nTUESDAY\, APRIL 13\n\n12:00 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Chair of the Fintech Thought Leadership Group\, CFA Society New York \n\n12:05 PM | START ME UP PANEL \nModerator \nPhilip Taylor. CFA\, Chief Analytics Officer\, FinMason\, Inc. \nPanelists \nLizzie Chapman\, CFA\, Chief Executive Officer\, Co-Founder\, ZestMoney \nStephen Mathai-Davis\, CFA\, Co-Founder\, Chief Executive Officer\, Quantalytics \nPauline Roteta\, CFA\, Founder\, Chief Executive Officer\, Pasito \nVince Scafaria\, CFA\, Founder\, Chief Executive Officer\, DotAlign\, Inc. \n\n12:45 PM | Q&A \n\n1:00 PM | OPENING REMARKS \nSammy Suzuki\, CFA\, Board of Directors\, CFA Society New York \n\n1:05 PM | START ME UP: BUILDING BETTER FIRESIDE CHAT \nModerated by \nRebecca Fender\, CFA\, Senior Director\, Future of Finance\, CFA Institute \nInterviewee \nJon Stein\, CFA\, Founder\, Chairman\, Betterment \n\n1:35 PM | Q&A \n\n1:50 PM | CLOSING REMARKS \nSammy Suzuki\, CFA\, Board of Directors\, CFA Society New York \n\n5:00 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Chair of the Fintech Thought Leadership Group\, CFA Society New York \n\n5:05 PM | LEARNING FORWARD PANEL  \nModerator \nHeather Brilliant\, CFA\, Chief Executive Officer\, President\, Diamond Hill Capital Management \nPanelists \nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \nStefan Jansen\, CFA\, Founder\, Lead Data Scientist\, Applied AI \nPaul Kovarsky\, CFA\, National Accounts Director\, Kaplan Professional \nSri Krishnamurthy\, CFA\, Founder\, QuantUniversity \n\n5:45 PM | Q&A \n\n6:00 PM | OPENING REMARKS \nMaribeth Martorana\, CFA\, Director for Product Strategy\, Moody’s Analytics \n\n6:05 PM | LEADING DIGITAL TRANSFORMATION PANEL  \nModerator \nFabien Legland\, CFA\, Director of Technology Business Management\, BNY Mellon \nPanelists \nNikki Freeman\, CFA\, Strategy & Innovation Senior Program Manager\, Office of the CTO\, Microsoft \nJacquelyn Lipson\, CFA\, Executive Director\, Head of UI Engineering\, Product\, J.P. Morgan Chase \n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \nEvelyn Yeow\, CFA\, Board of Directors\, CFA Society New York \nDay 2\nWEDNESDAY\, APRIL 14\n\n12:00 PM | OPENING REMARKS \nDeepika Sharma\, CFA\, Chair of the Board of Directors\, CFA Society New York \n\n12:05 PM | THE DATA-DRIVEN FIRM: ONE STEP AHEAD PANEL \nModerator \nEric Lebovich\, CFA\, Senior Product Manager\, Point72 \nPanelists \nRajesh Damarapati\, CFA\, Founding Partner\, Digital Alpha Technologies Inc \nCristina Pieretti\, CFA\, General Manager\, Content Group\, Moody’s Analytics \nPhilip Snow\, CFA\, Chief Executive Officer\, FactSet Research Systems \n\n12:45 PM | Q&A \n\n1:00 PM | CLOSING REMARKS \nKatrina Dudley\, CFA\, Board of Directors\, CFA Society New York \n\n5:00 PM | OPENING REMARKS \nMaribeth Martorana\, CFA\, Director for Product Strategy\, Moody’s Analytics \n\n5:05 PM | HARNESSING DATA TO CRUSH THE QUANTS PANEL \nModerator \nKim Shannon\, CFA\, President\, Co-Chief Investment Officer\, Sionna Investment Managers \nPanelists \nAmy Dafnis\, Senior Analyst\, Neudata \nRodney Pedersen\, CFA\, Chief Revenue Officer\, Visible Alpha \nNelson Yu\, CFA\, Chief Investment Officer\, Investment Sciences and Insights\, AllianceBernstein \n\n5:45 PM | Q&A \n\n6:00 PM | OPENING REMARKS \nMaribeth Martorana\, CFA\, Director for Product Strategy\, Moody’s Analytics \n\n6:05 PM | UNLOCKING THE INVESTMENT FIRM OF THE FUTURE PANEL \nModerator \nMee Warren\, CFA\, CAIA\, Visiting Researcher\, Bodhi Research Group \nPanelists \nFabrizio Palmucci\, CFA\, Senior Advisor\, Climate Bonds Initiative\, Managing Director\, Impactivise \nStephen Horan\, Ph.D.\, CFA\, CIPM\, CAIA\, Chief Strategy Officer\, FinSiteful \n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \nEvelyn Yeow\, CFA\, Board of Directors\, CFA Society New York \nDay 3\nTHURSDAY\, APRIL 15\n\n12:00 PM | OPENING REMARKS \nMaria Weitzer\, CFA\, Board of Directors\, CFA Society New York \n\n12:05 PM | DeFi\, NFTs\, BLOCKCHAIN AND BITCOIN ON THE BALANCE SHEET PANEL \nModerator \nNoelle Acheson\, CFA\, Managing Director of Research\, CoinDesk \nPanelists \nDanielle Martell\, CFA\, Managing Director\, Banking & Capital Markets Strategy\, Accenture \nBrice Wilson\, CFA\, CPA\, Chief Operating Officer\, Global Head of Asset Management\, XBTO Group \nEmi Yoshikawa\, CFA\, Vice President\, Corporate Strategy & Operations\, Ripple \n\n12:45 PM | Q&A \n\n1:00 PM | CLOSING REMARKS \nEvelyn Yeow\, CFA\, Board of Directors\, CFA Society New York \n\n5:00 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Chair of the Fintech Thought Leadership Group\, CFA Society New York \n\n5:05 PM | BREAK THROUGH INNOVATION: A SNEAK PEAK FIRESIDE CHAT \nModerator \nValisha Graves\, Executive Director\, Morgan Stanley \nInterviewee \nPeter Seremetis\, CFA\, Global Account Manager\, AWS \n\n5:20 PM | Q&A \n\n5:30 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Chair of the Fintech Thought Leadership Group\, CFA Society New York \n\n5:35 PM | LIFE IN THE FAST LANE: FINTECH TRENDS AND OPPORTUNITIES IN ASIA \nJoyce Li\, CFA\, Portfolio Manager\, Matthews Asia \n\n5:50 PM | Q&A \n\n6:00 PM | OPENING REMARKS \nCarole K. Crawford\, CFA\, Chair of the Fintech Thought Leadership Group\, CFA Society New York \n\n6:05 PM | FUTURE FINTECH PANEL  \nModerator \nGwen Cheni\, CFA\, Partner\, IndieBio \nPanelists \nKatya Chupryna\, CFA\, Strategic Investor\, Spread Products Investment Technologies\, Citi \nPraveen Joseph\, CFA\, Head of U.S. Structured Credit\, Principal Data Scientist\, World Bank Group \nJonathan Soberg\, CFA\, Managing Partner\, MS&AD Ventures \n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS \nSean Conaton\, Chief Executive Officer\, 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\n\nExplore and discuss career paths and professional development in this time of transformation\nGain insight into advances and developments in equity research techniques\, valuation and portfolio management.\nUnderstand areas where fintech innovation is having an impact on the investment industry now and in the future.
URL:https://cfany.org/event/fintech-week/
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:20210413T100000
DTEND;TZID=America/New_York:20210413T180000
DTSTAMP:20260717T180258
CREATED:20210217T180055Z
LAST-MODIFIED:20210803T165032Z
UID:66151-1618308000-1618336800@cfany.org
SUMMARY:Biotech SOTP Valuation Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Build a Sum-of-the-Parts Valuation for a Biotech \nValue a Pre-Revenue Biotech \nWant to value a clinical-stage\, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead\, you need to build a long-range sum-of-the-parts valuation. \nThis advanced virtual “Power Session” walks participants through the step-by-step process of valuing a biotech company \n\n\n\nCFANY.org: $799.20Standard Rate: $999 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?This course is designed for professionals and those pursing a career in the following finance careers: \n\nInvestment Banking\nVenture Capital\nPrivate Equity\n+ Anyone who wants to learn how professionals build a biotech-sum-of-the-parts valuation\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis course is an intensive instructor-led training program where trainees learn how to value a clinical-stage\, pre-revenue biotech by building a long-range sum-of-the-parts valuation. Ideal for investment banking\, private equity and VC professionals focusing on the biotechnology industry\, this seminar bridges the gap between academics and the real world and equips trainees with the practical modeling skill set needed to build a biotech SOTP valuation. \nWhat You’ll Learn \n\nMarket size and revenue benchmarking for a therapeutic asset in clinical development.\nDetermine the appropriate launch curve to achieve full market penetration once a therapy is approved.\nApply the appropriate “probability of success” to a clinical-stage pre-revenue biotech company.\nApply key assumptions and tie together a long-range forecast of multiple products with a DCF analysis.\nBuild-up of operating expenses including a salesforce analysis for a “go-it-alone” marketing strategy.\nKey learning objectives include\n\nOverview of a sum of the parts valuation\nMajor building blocks for a biotech SOTP\nModel assumptions dashboard\nBiotech company lifecycle\nIdentify peak revenue opportunity\nTherapeutic areas overview\nProduct launch timing and uptake curve\nPatent life and loss of exclusivity\nRoad to commercialization\nFDA clinical trials\nBuilding a commercial infrastructure\nCompleting the SOTP\nProbability of success\nFinalizing the valuation model\nValuation sensitivities\n\n\n\nSchedule\nThis virtual training session is scheduled for 10a-6p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \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\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. \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/biotech-sotp-valuation-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:20210413T180000
DTEND;TZID=America/New_York:20210413T193000
DTSTAMP:20260717T180258
CREATED:20201130T213611Z
LAST-MODIFIED:20201130T213611Z
UID:64849-1618336800-1618342200@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210414T080000
DTEND;TZID=America/New_York:20210415T170000
DTSTAMP:20260717T180258
CREATED:20210224T203145Z
LAST-MODIFIED:20210615T174617Z
UID:66323-1618387200-1618506000@cfany.org
SUMMARY:Data Visualization and Business Analytics with Microsoft Power BI
DESCRIPTION:OverviewA two-day virtual course\, presented by Cognitir \nStrong data culture is a ​sine qua non​ for organizations in the digital age\, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments. When it comes to communicating such insights for business objectives\, a striking data visualization cannot be beat.  \nDuring a single day\, participants will explore an extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards that leverage their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome data preparation obstacles\, and build an interactive dashboard that they can publish to the web.  \nThis course uses Power BI because ​Power BI is the uncontested leader​ in the sector as illuminated by Gartner’s Analytics and Business Intelligence Platform Magic Quadrant.  \nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nPrerequisites \nThere are no prerequisites for this course\, however\, Mac users will need to install and use Windows on their Mac (through a virtual environment\, etc) as Power BI is only compatible with Windows. \nRegular Rate \n$519 Members | $623 Nonmembers \nCourse Curriculum×Course Curriculum\nIntroduction to Power BI and Initial Setup\nConnecting Data and Transforming Data in Power BI\n \n\nHow does Power BI connect to our data? \nHow might we clean and transform our data to prepare it for a dashboard? \nWhat is Power Query and how does it work? \nUpdating and modifying data loads \nCustomizing a table we’ve loaded \nCustomizing and adding columns to a table \n\nTable Relationships and Data Models  \n\n Introduction to the Relationships pane in Power BI \nHow does one establish relationships? \nCardinality of relationships \nFact and Dimension tables \nBasic schema types (data models) and normalization \n\nData Analysis with DAX and M  \n\nM and Power Query \nDAX and the Data pane \nWhen to use M and when to use DAX \nCommon M transformations \nCommon DAX transformations \nMeasures\, filters\, and contexts \n\nData Visualization  \n\nIntro to the Report pane \nTiles\, tabs\, and filters \nCommon visualizations and their use cases \nFormatting a visual \nSlicers and Interactions \nStyling and Accessibility \n\nSummative Project\, Exit Review\, and Next Steps \nCloseCourse Developers×Course Developers\nJonathan Karp \n\n\n\n\nJon is a former science teacher and current business analyst at Teach For America\, leading projects focused on data and foundational technologies in the education sector. Since 2016\, Jon has spearheaded efforts to revamp reporting\, analytics\, and data integration systems at TFA\, including significant work with SQL\, Power BI\, and data modeling. \nPrior to his work in IT\, Jon taught for four years with Teach For America in St. Louis\, MO\, also serving as science department chair during his final year. He received a Bachelor of Science in Earth and Ocean Sciences from Duke University\, where he cut his teeth on climate and chemical oceanography datasets. \n\n\n\n\n\nNeal Kumar\, CFA \n\n\n\n\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \n\n\n\n\n\n\n\n\nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \n\n\n\n\nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nHands-on data visualization experience Microsoft Power BI and its Power Query engine \nEvery participant leaves with a working dashboard that they can connect to their organization’s data sources \nInsights on how best to automate tedious data workflows with web dashboards \nOverview of data sourcing\, preparation\, and visualization pitfalls \nCourse notes\, certificate of completion\, and post-seminar email support for 1 year \nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\nWho Is This For \nThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you\, you will most likely find this course useful: \n\nIn my current role\, I spend a lot of time creating reports and/or surfacing the insights they contain.\nI often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it.\nI’m responsible for manually updating the data sources for my team’s regular snapshots and briefs\, and want to reclaim that time.\nI want to conduct my organization’s\, team’s\, or own personal work more effectively by becoming more data-driven.\nI always want to have a current view on certain key metrics for which my company already stores relevant data.\nI want to learn how to incorporate data design and visualization principles into my core practice as a professional.
URL:https://cfany.org/event/data-visualization-and-business-analytics-with-microsoft-power-bi-3/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210414T180000
DTEND;TZID=America/New_York:20210414T193000
DTSTAMP:20260717T180258
CREATED:20201222T052437Z
LAST-MODIFIED:20201222T053241Z
UID:65339-1618423200-1618428600@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210415T120000
DTEND;TZID=America/New_York:20210415T130000
DTSTAMP:20260717T180258
CREATED:20210402T040320Z
LAST-MODIFIED:20210405T152533Z
UID:67203-1618488000-1618491600@cfany.org
SUMMARY:Centennial Speaker Series: Neha Coulon on Using ESG Data to Drive Confident Decision-Making
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nEnvironmental\, social\, and governance (ESG) data matters. Without clearer insight into the financial benefits of corporate sustainability efforts\, they may never be scaled up in the face of climate change\, COVID-19\, inequality\, and many other perceived or real challenges to a company’s bottom line. Join Donna Rapaccioli\, Dean of the Gabelli School of Business\, for a fireside chat featuring Neha Coulon\, Global Head of ESG Solutions at JPMorgan Chase & Co. \nAgenda12:00 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n12:08 PM | DISCUSSION \n\nModerated by: Donna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \nNeha Coulon\, Global Head of ESG Solutions\, J.P. Morgan Chase & Co \n\n\n12:45 PM | AUDIENCE Q&A \n\n Moderated by:  \nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \nLerzan Aksoy\, Associate Dean of Undergraduate Studies and Strategic Initiatives\, Gabelli School of Business\, Fordham University \n\n\n1:00 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-neha-coulon-on-using-esg-data-to-drive-confident-decision-making/
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:20210415T173000
DTEND;TZID=America/New_York:20210415T183000
DTSTAMP:20260717T180258
CREATED:20210322T232612Z
LAST-MODIFIED:20210329T203045Z
UID:66967-1618507800-1618511400@cfany.org
SUMMARY:Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management\, Part II: The Stories
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. \nHow have women succeeded in investment management? Katrina Dudley\, co-author of Undiversified: The Big Gender Short in Investment Management\, will moderate a panel of successful female portfolio managers to highlight some of the brightest stars of the “constellation” of women investors profiled in the book. \nAgenda5:30 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n5:35 PM | FIRESIDE CHAT \n\nModerator \nKatrina Dudley\, Author\, Undiversified: The Big Gender Short in Investment Management \nPanelists \nMelissa Casson\, Director of Global Equities\, Black Creek Investment Management Inc. \nMonica Erickson\, CFA\, Head of Investment Grade\, DoubleLine \nKatie Koch\, Co-Head\, Fundamental Equity\, Goldman Sachs Asset Management \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-ii-the-gender-short-leaders/
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:20210416T120000
DTEND;TZID=America/New_York:20210416T140000
DTSTAMP:20260717T180258
CREATED:20210216T194741Z
LAST-MODIFIED:20210416T152010Z
UID:66127-1618574400-1618581600@cfany.org
SUMMARY:2021 Cybersecurity Forum
DESCRIPTION:OverviewWhat best practices should financial firms employ to maintain a secure remote working environment? The 2021 Cybersecurity Forum will address this question and more. Attendees will learn how to assess and mitigate critical cybersecurity weaknesses in today’s ultra-connected world. \nCome prepared to gain deep understanding of existing vulnerabilities that threaten the global financial industry. Thought leaders from both the public and private sector will guide the discussion on unique perspectives and actionable tactics to successfully execute a robust\, enterprise-wide cybersecurity strategy. \nDon’t miss our panel on foundational management strategies\, which will feature a discussion on managing cash flow while investing for future growth\, setting firms up for long-term operational success. Discover how firms can provide support for broader business models by prioritizing robust\, secure analytics and digital finance solutions. \nPreventing a cybersecurity crisis is a critical investment that affords many benefits and opportunities to those who remain abreast of the latest threats. Attendees will learn how to realize these advantages and position themselves for a secure\, resilient future. \nComplimentary Access for Veterans & Military Personnel \nRegistration for veterans and military personnel is completely free. Click the “Complimentary Access” button below to verify your status and have your complimentary registration approved and processed. \nComplimentary Access×Request Complimentary Registration\n\nCloseAgenda12:00 PM | WELCOMING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC\, Chair of the Business Management Group\, CFA Society NY \n\n\n12:05 PM | KEYNOTE ADDRESS \n\nKristen M. Lane\, Intelligence Analyst\, FBI Cyber Division \n*This keynote session will not be recorded.  \n\n\n1:00 PM | BREAK \n\n1:05 PM | PANEL DISCUSSION \nIntroduced by Andrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial\, Co-Chair of the Value Investing Group\, CFA Society New York\n\nModerator \nRahul Mahna\, Managing Director – Cyber Security Solutions\, EisnerAmper \nPanelist \nRaj Badhwar\, CISSP\, CEH\, SVP\, Chief Information Security Officer (CISO)\, Voya Financial \nMichael Diaz\, Senior Manager\, Client Cybersecurity Technology\, Drawbridge Partners \nKelly S. Geary\, Esq.\, CCP\, CIPP/US\, Managing Principal\, EPIC Insurance Brokers & Consultants \n\n\n2:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nChristopher Flens-Batina\, Relationship Banker\, Capital One Bank\, Vice Chair of the Business Management Group\, CFA Society NY \n\nAdditional DetailsLearning Outcomes \n\nEffectively assess threats to your remote work environment\n Develop familiarity with regulatory expectations for cybersecurity\nMonitor vendors and assess cyber strategy capabilities\nPrevent critical data loss during a real cybersecurity attack\n Factors to consider in determining cybersecurity insurance coverage
URL:https://cfany.org/event/2021-cybersecurity-forum/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Value Investing,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210419T120000
DTEND;TZID=America/New_York:20210419T130000
DTSTAMP:20260717T180258
CREATED:20210326T203311Z
LAST-MODIFIED:20210408T225041Z
UID:67126-1618833600-1618837200@cfany.org
SUMMARY:Career Fair Series: Goldman Sachs
DESCRIPTION:OverviewThe Young Leaders Group Career Fair Series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces. Join us for our latest Career Fair Series with Goldman Sachs (NYSE: GS). We will be joined by members of their Equity Research team to discuss the bank’s brand\, culture\, hiring process\, and employment opportunities. As the leading global financial institution\, GS has over 40\,000 employees around the world and is actively in-market recruiting for CFA charterholder talent. We encourage you to join us to learn how you can become part of their team and build on the foundation of your career. \nMembers that are interested in engaging with Goldman Sachs’ recruiting needs are strongly encouraged to submit their resumes to Bertha Mahama at bertha.x.mahama@gs.com Members are also encouraged to go to the company’s talent management portal and review open positions on the company website \nAgendaOPENING REMARKS \nCompany overview\, lines of business\, recent notable achievements\, etc. \n\nMyriam Coulibaly\, GIR Americas Business Unit Manager \n\n\nDAY IN THE LIFE SPOTLIGHT \nDay in the Life’ presentation given by Charles Perron-Piche\, CFA\, Equity Research Analyst\, Homebuilders & Building Products\, who will share their experiences of landing at the firm\, details about their current roles in Equity Research\, and opportunities for advancement \n\nRECRUITMENT AND INTERVIEW PROCESS \nIn-depth discussion of Goldman’s culture as well as recruitment and interview processes\, particularly in a remote-work setting\, and best practices for candidates interested in pursuing Equity Research positions \n\nMyriam Coulibaly\, GIR Americas Business Unit Manager \n\n\nQ&A
URL:https://cfany.org/event/young-leaders-group-career-fair-advance-your-career-with-goldman-sachs/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210419T173000
DTEND;TZID=America/New_York:20210419T183000
DTSTAMP:20260717T180258
CREATED:20210319T202435Z
LAST-MODIFIED:20210416T152906Z
UID:66914-1618853400-1618857000@cfany.org
SUMMARY:Spotting Financial Shenanigans in Corporate Filings
DESCRIPTION:OverviewDo those quarterly reports look just too good to be true? Sometimes\, larger-than-life updates can seem like a great opportunity … until reality sets in. Join CFA Society New York’s Financial Reporting and Analysis interest group for a complete crash course in spotting weak and deteriorating companies that may be using a variety of accounting gimmicks or other inventive tactics to hide their problems from investors.  \nLearn how to avoid giving companies the benefit of the doubt when assessing reported information. This seminar will cover a few key areas in which shrewd observers are likely to encounter inconsistencies: some general “breeding grounds” for troubled conditions\, earnings manipulation\, cash flow\, key metrics\, and acquisition-accounting details.  \nAgenda5:30 PM | OPENING REMARKS \n\nArthur Fliegelman\, CFA\, Chair of the Financial Reporting & Analysis Group\, CFA Society New York \n\n\n5:35 PM | KEYNOTE PRESENTATION \n\nHoward Schilit\, Ph. D.\, Founder\, Chief Executive Officer\, Schilit Forensics LLC \n\n\n6:15 PM | Q&A \n\n6:30 PM |  CLOSING REMARKS \n\nArthur Fliegelman\, CFA\, Chair of the Financial Reporting & Analysis Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nIdentify red flags in a company’s behavior \nLearn how changes in accounting principles or estimates can be willful steps to hide problems \nAvoid being misled by non-GAAP metrics \nDiscover how pattern recognition can alert investors to subtle changes that indicate big problems 
URL:https://cfany.org/event/spotting-financial-shenanigans-in-corporate-filings/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210419T180000
DTEND;TZID=America/New_York:20210419T193000
DTSTAMP:20260717T180258
CREATED:20201224T004759Z
LAST-MODIFIED:20201224T005209Z
UID:65391-1618855200-1618860600@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-9/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210420T120000
DTEND;TZID=America/New_York:20210420T130000
DTSTAMP:20260717T180258
CREATED:20210211T014029Z
LAST-MODIFIED:20210211T162755Z
UID:66054-1618920000-1618923600@cfany.org
SUMMARY:Centennial Speaker Series: John F. Wasik on Lincolnomics: How President Lincoln Constructed the Great American Economy
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance \nHas there ever been a time when Abraham Lincoln has gone silent? Our immortal conscience on civil rights and individual freedom is speaking to us yet again in the time of COVID-19 and public unrest. Yet Lincoln has managed to become even more relevant as we tackle infrastructure\, health care\, climate change\, and human rights. The forthcoming book by John F. Wasik\, Lincolnomics: How President Lincoln Constructed the Great American Economy\, puts the 16th president in a powerful new light: He was our foremost architect of economic development\, equal treatment\, and physical and intellectual improvements\, from transportation to medical research. \nIn this presentation\, Wasik will show a vastly under-studied side of Lincoln. As the only president to hold a patent\, he was an innovator. During his brief time as a surveyor\, he was an urban planner. Surprisingly\, his longest and most comprehensive speeches were devoted to the culture of invention\, “internal improvements\,” and research and development. \nLincoln as “Innovator in Chief” has enhanced relevance today\, as the new Congress and president lean into a bold program on national infrastructure\, climate change\, and health care reforms. Lincoln not only gave the nation a framework for a more just and equitable society\, he literally told us how we could go about building it. \nCopies of Lincolnomics will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nJames Kelly\, Director\, Gabelli Center for Global Security Analysis\, 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\nJohn F. Wasik\, Author\, Lincolnomics: How President Lincoln Constructed the Great American Economy \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-john-f-wasik-on-lincolnomics-how-president-lincoln-constructed-the-great-american-economy/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210420T120000
DTEND;TZID=America/New_York:20210420T133000
DTSTAMP:20260717T180258
CREATED:20201209T235410Z
LAST-MODIFIED:20210304T195857Z
UID:65191-1618920000-1618925400@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-5/
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:20210420T180000
DTEND;TZID=America/New_York:20210420T192000
DTSTAMP:20260717T180258
CREATED:20210311T214759Z
LAST-MODIFIED:20210419T174655Z
UID:66717-1618941600-1618946400@cfany.org
SUMMARY:CFA Society New York Open House: Evenings of Networking and Opportunity
DESCRIPTION:OverviewAre you a CFA Society New York member who wants to get more involved\, but you do not know how? Or someone interested in the joining the Society\, but are not sure what the Society has to offer? If so\, join us for this series of complimentary events to interact with and learn more about CFA Society New York’s 18 member-driven Leadership Groups! \nDuring these professional mixers\, CFA Society New York will facilitate introductions between members of common interests and attendees will learn just how vital CFA Society New York’s Leadership Groups are to our community and discover ways in which your involvement can benefit both your professional career and the Society as a whole. \nAttendees will have a chance to meet and interact with CFA Society New York members in an informal virtual setting while enjoying a guided discussion on several open topics. Explore our existing 18 member-driven interest groups and learn how to become involved in a variety of ways; take advantage of volunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership\, without adopting the serious commitment of a leadership role. \nThis event will provide a space for members – and those interested in membership – to get to know each other and float new ideas for the benefit of the Society\, including events\, initiatives\, and potential new interest groups. Many long-term\, trusting\, and profitable relationships are built within these groups. Members may join any number of groups; CFA Society New York membership is a requirement. \nLeadership Groups HomeRegistration Options Single Day Pass$FREEFree and Available to Members AND  Nonmembers4-Day Bundle$FREEFree and Available to Members AND  NonmembersAgendaSchedule — Interest Group Attendance\nTuesday\, April 20 \n\nCareer Development\nNew Jersey\nPerformance Risk & Analytics\nYoung Leaders\n\n\nThursday\, April 22 \n\nBusiness Management\nGlobal Investing\nInvestment Strategy Roundtable\nQuantitative Investing\nToastmasters\n\n\nTuesday\, April 27 \n\nFintech\nValue Investing\nInstitutional Asset Management\nFinancial Reporting & Analysis\n\n\nWednesday\, April 28 \n\nAlternative Investments\nSustainable Investing\nPrivate Wealth Management\nVeterans Roundtable\n\nAdditional DetailsLearning Outcomes \n\nNetwork with peers and discover shared interests\nUnderstand the structure and function of Leadership Groups at CFA Society New York\nExplore opportunities to join or create Leadership Groups\nDiscuss ways to maintain member camaraderie through events and initiatives
URL:https://cfany.org/event/cfa-society-new-york-open-house-an-evening-of-networking-and-opportunity-3/2021-04-20/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Free for Members,Free Webinar,Virtual Events & Programming
END:VEVENT
END:VCALENDAR