BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://cfany.org X-WR-CALDESC:Events for CFA Society New York REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20210412T160000 DTEND;TZID=America/New_York:20210412T170000 DTSTAMP:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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:20260717T185858 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 BEGIN:VEVENT DTSTART;TZID=America/New_York:20210421T090000 DTEND;TZID=America/New_York:20210423T170000 DTSTAMP:20260717T185858 CREATED:20210217T184845Z LAST-MODIFIED:20210803T165030Z UID:66160-1618995600-1619197200@cfany.org SUMMARY:Financial & Valuation Modeling Boot Camp - Wall Street Prep DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.Additional 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 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A. URL:https://cfany.org/event/financial-valuation-modeling-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:20210421T174500 DTEND;TZID=America/New_York:20210421T190000 DTSTAMP:20260717T185858 CREATED:20210318T000540Z LAST-MODIFIED:20210416T174456Z UID:66862-1619027100-1619031600@cfany.org SUMMARY:Infinite Intervention: Rates\, Trade\, and Economies in a Post-Recovery World DESCRIPTION:OverviewTune in to explore the ramifications of changing policy benchmarks in a post-COVID world. This event will feature a wide-ranging discussion on several topics\, including the impact of continued negative rates in a rising yield environment\, as well as a look at international economic priorities during the ongoing recovery period and a handful of important secondary effects.  \nSeemingly permanent QE continues to influence long-term economic forecasts; these conditions of “infinite intervention” have significant repercussions for firms in the asset allocation space\, while also affecting ongoing global trade and commodities. Hear the latest big picture view from leading practitioners when you join the CFA Society New York for this timely discussion.  \nAgenda5:45 PM | OPENING REMARKS \n\nDavid Allen\, CFA\, Co-Chair of the Global Investing Group\, CFA Society New York \n\n\n5:50 PM | PANEL DISCUSSION \n\nModerator \nLyric Hughes Hale\, Editor-in-chief\, EconVue \nPanelists \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \nLauren Goodwin\, CFA\, Economist\, Director of Portfolio Strategy\, New York Life Investments \nKaren Petrou\, Co-Founder\, Managing Partner\, Federal Financial Analytics\, Inc. \n\n\n6:45 PM |  Q&A \n\n7:00 PM |  CLOSING REMARKS \n\nMartin Pomp\, CFA\, Co-Chair of the Global Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nExplore how the post-COVID global reset will affect investors’ view of the world \nLearn what “infinite intervention” means for long-term outlooks and global opportunities \nUncover various secondary effects of a recovery environment on trade\, commodities\, and geopolitics  URL:https://cfany.org/event/infinite-intervention-rates-trade-and-economies-in-a-post-recovery-world/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Investing Group,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210421T180000 DTEND;TZID=America/New_York:20210421T193000 DTSTAMP:20260717T185858 CREATED:20201211T061931Z LAST-MODIFIED:20210413T204758Z UID:65232-1619028000-1619033400@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/ 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:20210421T180000 DTEND;TZID=America/New_York:20210421T193000 DTSTAMP:20260717T185858 CREATED:20201126T054642Z LAST-MODIFIED:20201204T204437Z UID:64801-1619028000-1619033400@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-19/ 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:20210422T173000 DTEND;TZID=America/New_York:20210422T183000 DTSTAMP:20260717T185858 CREATED:20210331T002915Z LAST-MODIFIED:20210331T141924Z UID:67160-1619112600-1619116200@cfany.org SUMMARY:Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management\, Part III: The Solutions DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nHow can women increase their assets under management? Ellen Carr\, co-author of Undiversified: The Big Gender Short in Investment Management and principal at a majority-women-owned investment-management firm\, will moderate a panel of allocators and firm founders to discuss how allocators are identifying female-led firms for clients seeking to engage emerging managers (EM). Wincrest Founder Barbara Ann Bernard will offer solutions to overcoming structural barriers to EM firms. \nAgenda5:30 PM | WELCOME REMARKS \n\n5:35 PM | FIRESIDE CHAT \n\nModerator \nEllen Carr\, Author\, Undiversified: The Big Gender Short in Investment Managemen \nPanelists \nBarbara Ann Bernard\, Founder\, Chief Investment Officer\, Wincrest Capital Ltd \nMarilyn Freeman\, Chief Strategy Officer\, Attucks Asset Management LLC \nWendy Garcia\, Chief Diversity Officer\, New York City Comptroller  \nJasmine Richards\, Head of Diverse Manager Research\, Cambridge Associates \n\n\n6:15 PM | AUDIENCE Q&A \n\n6:30 PM | CLOSING REMARKS \nCo- Sponsored By URL:https://cfany.org/event/centennial-speaker-series-hidden-in-plain-sight-how-to-save-active-investment-management-part-iii-the-solutions/ 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:20210426T180000 DTEND;TZID=America/New_York:20210426T190000 DTSTAMP:20260717T185858 CREATED:20210316T190859Z LAST-MODIFIED:20210317T231316Z UID:66799-1619460000-1619463600@cfany.org SUMMARY:OCIO & Wealth Solutions: Accelerating Investor Demand for Whole-Portfolio Solutions DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nCFA Institute’s CEO Marg Franklin\, CFA and Jeffrey Saef\, CFA\, Managing Director\, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space. \nWith over 30 years of investment management experience\, Jeff will share his unique perspectives on why there is acceleration in demand for outsourced investment capabilities\, and how BlackRock is evolving its institutional OCIO and wealth investment solutions capabilities to serve this growing demand for whole portfolio solutions. \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\nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock;  Chair – Board of Directors\, CFA Society New York \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nMargaret Franklin\, CFA\, President and CEO\, CFA Institute \n\n\nInterviewee\nJeffrey Saef\, CFA\, Managing Director\, Head of the Americas Region and Global Head of Model Portfolios – Multi-Asset Strategies Team\, BlackRock \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nMulti Asset Manager Strategies and Implementation\nThe Future of the Asset Management Business URL:https://cfany.org/event/ocio-wealth-solutions-accelerating-investor-demand-for-whole-portfolio-solutions/ 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:20210430T090000 DTEND;TZID=America/New_York:20210430T170000 DTSTAMP:20260717T185858 CREATED:20210217T191135Z LAST-MODIFIED:20210803T165029Z UID:66162-1619773200-1619802000@cfany.org SUMMARY:Private Equity Deal Process Boot Camp - Wall Street Prep DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnThe PE Deal Process Demystified \nThe Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nUsed by Top Financial Institutions \nThis is the same training program used by some of the largest PE firms in the world to prepare new hires for the job. \n\n\n\nCFANY.org: $1\,199.20Standard Rate: $1\,499 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?\nPrivate equity\, asset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their LBO modeling skill set\n\nBoot Camp DetailsOverviewInstructorsAdditional InformationOverview\nLed by former private equity professionals\, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\, First Round Bid/IOI\, Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team. \nWhat You’ll Learn\n\n\nThis boot camp will demystify each phase of the PE deal process.\nUnderstand the day-to-day responsibilities of a Private Equity professional.\nLearn how you can add value to your deal team through each PE deal phase.\nDesigned for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients.\nTaught by PE professionals who have been involved in high-profile PE deals.\nThe pre-deal process:\n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\n\nThe first-round bid/IOI phase:\n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\n\nThe diligence/LOI phase:\n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\n\nPost-LOI phase\n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\n\nDeal closing\n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\n\n\n\nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \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. 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 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/private-equity-deal-process-boot-camp-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:20210504T180000 DTEND;TZID=America/New_York:20210504T193000 DTSTAMP:20260717T185858 CREATED:20210121T160218Z LAST-MODIFIED:20210121T160402Z UID:65660-1620151200-1620156600@cfany.org SUMMARY:Fintech Leadership Group Meeting DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP URL:https://cfany.org/event/fintech-leadership-group-meeting-10/ 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:20210505T130000 DTEND;TZID=America/New_York:20210505T170000 DTSTAMP:20260717T185858 CREATED:20210310T230837Z LAST-MODIFIED:20210803T165027Z UID:66655-1620219600-1620234000@cfany.org SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers- Wall Street Prep DESCRIPTION:Presented by Wall Street Prep\, learn how mergers & acquisitions deals are structured \nWhat You’ll LearnM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \nTaught by Experienced M&A Professionals \nThis is NOT an academic exercise. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. \nCFANY.org: $319.20 Standard Rate: $399 Who is this boot camp for?\nInvestment banking and PE analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone looking to get a better understanding of M&A transactions\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models. \n\nUnderstand the differences between asset sales (including 338h10 elections) and stock sales.\nLearn how the different ways to structure a deal creates significant tax and accounting implications for both the buyer and seller.\nUnderstand taxation issues\, including deferred taxes created by the step-up of asset values.\nGain insight into legal considerations in acquisitions.\nKey learning objectives include:\n\nTax Basis Step Ups in Asset Sale vs Stock Sale\nQuantifying PV of Acquirer Tax Benefits in Tax Basis Step Up\nSeller Preferences in M&A Deal Structuring\nCalculating Target Proceeds in M&A in Asset vs. Stock Sale\nTaxable Sales: Introduction and Acquirer Perspective\nTaxable Sales including 338(h)(10): Target Perspective\nNOLs in M&A\nNOLs for 80%+ owned subsidiaries\nSelling S-Corporations and subsidiaries\nAggregate Deemed Sales Price (ADSP)\nNontaxable Sales\n\n\n\nSchedulehis 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.Additional Details\nWhat’s Included \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nExperienced Instructors\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \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/ma-deal-structures-key-concepts-for-investment-bankers-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:20210505T180000 DTEND;TZID=America/New_York:20210505T193000 DTSTAMP:20260717T185858 CREATED:20201201T000755Z LAST-MODIFIED:20210304T194333Z UID:64873-1620237600-1620243000@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. \n If 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 Risk  \nJOIN THIS GROUP URL:https://cfany.org/event/performance-risk-analytics-group-meeting-6/ 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:20210506T120000 DTEND;TZID=America/New_York:20210506T130000 DTSTAMP:20260717T185858 CREATED:20201222T064305Z LAST-MODIFIED:20210111T234931Z UID:65361-1620302400-1620306000@cfany.org SUMMARY:CFA Society New York Book Club: Black Wave: Saudi Arabia\, Iran\, and the Forty-Year Rivalry That Unraveled Culture\, Religion\, and Collective Memory in the Middle East 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:Black Wave: Saudi Arabia\, Iran\, and the Forty-Year Rivalry That Unraveled Culture\, Religion\, and Collective Memory in the Middle East\nAuthor: Kim Ghattas URL:https://cfany.org/event/cfa-society-new-york-book-club-black-wave-saudi-arabia-iran-and-the-forty-year-rivalry-that-unraveled-culture-religion-and-collective-memory-in-the-middle-east/ 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:20210506T160000 DTEND;TZID=America/New_York:20210506T173000 DTSTAMP:20260717T185858 CREATED:20210406T035235Z LAST-MODIFIED:20210416T140914Z UID:67280-1620316800-1620322200@cfany.org SUMMARY:Collaborative Women In Investment Management (WIM) Presents: The Myth of Fearlessness DESCRIPTION:OverviewPlease join us for the next Collaborative WIM Original special quarterly interactive event\, hosted by CFA Society Los Angeles. Come prepared to network in breakout sessions with your peers and enjoy an interactive workshop tailored to our industry. \nCollaborative WIM is modeled after the CFA Institute Women In Investment Management (WIM) Initiative. CFA Societies and FPA chapters around the world have joined efforts to further our shared goals of inclusion and diversity in capitalism. The partnership currently comprises 70 societies across the US\, Canada\, Caribbean\, EMEA and LatAm\, representing approaching 60\,000 finance professionals and approximately 40% of the global CFA Society network. If you want to keep up to date with the goings on in this group\, consider joining the LinkedIn Group Collaborative WIM Initiative. \nWe want to create innovative solutions to our most suffocating struggles\, but in order for that to happen\, our brains can’t be stuck in survival mode. Feeling stressed and afraid is an arousal state and an over stimulated brain needs systems to get back our sense of wonder and curiosity. When we give our brains a framework to attach to\, we feel more in control and ready to move forward\, instead of feeling frozen in place. Join biopsychologist Mary Poffenroth as she shares her favorite evidence based frameworks to help you move through everyday fear and build a future full of promising ideas and surprising solutions. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nFurther the CFA Institute’s WIM objectives\nSupport the advancement of women of all backgrounds\nDemonstrate the commitment of the finance community to true diversity and inclusion\nLearn how to move through everyday fear & stress and build a future full of promising ideas and surprising solutions\n\nHosted byCollaborative Women In Investment Management (WIM) Series URL:https://cfany.org/event/collaborative-women-in-investment-management-wim-presents-the-myth-of-fearlessness/ LOCATION:Virtual Only CATEGORIES:CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Virtual Events & Programming END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210507T120000 DTEND;TZID=America/New_York:20210507T133000 DTSTAMP:20260717T185858 CREATED:20201209T231536Z LAST-MODIFIED:20210428T232453Z UID:65175-1620388800-1620394200@cfany.org SUMMARY:Quantitative Investing Group Meeting DESCRIPTION:OverviewThe impact of “AI/ML” in capital markets is growing. However\, pure outperformance requirements have expanded to include more robust\, explainable\, trustworthy\, sustainable\, efficient\, transparent\, and simply larger AI/ML models that open a new era of model building. New algorithms\, approaches\, risk management techniques\, governance and infrastructures can help address this. \nJochen will give an overview and present some use cases\, one of which is based on a project with Munich Re Markets on robust accelerated portfolio construction and market data generators\, recently published in the Journal of Financial Data Science. Another use case targets explainable\, trustworthy AI with an application in credit scoring. Jochen will also present the underlying energy-efficient enterprise platform for high-performance computing and AI/ML at scale\, as well as some related open-source initiatives to democratize AI supercomputing. \nLast\, Jochen will describe some sustainable/green finance technologies such as GeoAI and ESG-NLP. \nQuantitative Investing Group×Quantitative Investing Group\nThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nCloseGuest SpeakerDr. Jochen Papenbrock \nBased in Frankfurt\, Germany\, Jochen has spent the last 15 years in various roles on the topic of AI in Financial Services\, as a thought leader\, implementer\, researcher and ecosystem shaper. \nHe is a financial data scientist and received his degree and PhD from the Karlsruhe Institute of Technology (KIT). As a consultant\, entrepreneur and researcher he worked with well-known asset managers\, banks\, insurance companies and central banks. He is a manager at NVIDIA and works with partners\, communities\, and developers in financial services in Europe and also in some global teams. \nJochen is board member of the EU Horizon 2020 project ‘FIN-TECH’\, specialty chief co-editor (Co) at Frontiers ‘AI in Finance’\, and project leader in GAIA-X. He has published on AI and quantitative finance in Journal of Financial Data Science\, Journal of Investment Strategies\, Financial Markets and Portfolio Management\, Quantitative Finance\, Applied Financial Economics\, Frontiers Journal of AI in Finance and Journal of Network Theory in Finance. URL:https://cfany.org/event/quantitative-investment-group-meeting-8/ 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:20210507T130000 DTEND;TZID=America/New_York:20210507T170000 DTSTAMP:20260717T185858 CREATED:20210310T232717Z LAST-MODIFIED:20210803T165025Z UID:66660-1620392400-1620406800@cfany.org SUMMARY:Introduction to Equity Research Modeling & Analysis - Wall Street Prep DESCRIPTION:Demystifying Equity ResearchLearn Quarterly Modeling & Research Best Practices \nLearn how research professionals approach earnings releases and quarterly model updates\, how they formulate the investment thesis\, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA\, and best practices when working with quarterly models. \nLed By Experienced Sell-Side Equity Research Professionals \nThis is an abbreviated version of the training used to onboard sell side research associates at bulge bracket investment banks. \n\n\n\nCFANY.org: $319.20Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. Who is this boot camp for?\nSell-side analysts and associates\nBuy-side analysts and associates\nMBA students and business undergraduates\nAnyone looking to get a better understanding of research\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nLed by experienced sell-side professionals\, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically\, trainees will learn how ER professionals use earnings releases and quarterly model updates\, how they formulate investment theses\, adjustments made to normalize financial metrics to arrive at adjusted EBITDA\, and modeling best practices. \nWhat You’ll Learn\n\n\nUnderstand various factors that make up investment thesis.\nLearn how to approach earnings releases and quarterly model updates.\nGain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.\nLearn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.\nResearch considerations\n\nTypes of reports research professionals develop\nTypical research workflow around earnings releases and quarterly model updates\n\n\nResearch process\n\nFormulating of investment thesis\nDeveloping research best practices\n\n\nAnalysis of earnings reports\n\nMoving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA\n\n\nQuarterly model considerations\n\nAdjustments to quarterly models\n“Wrapping” quarterly into annual forecasts and handling reconciliation challenges\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials\, 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 should enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\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/introduction-to-equity-research-modeling-analysis-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:20210510T100000 DTEND;TZID=America/New_York:20210510T110000 DTSTAMP:20260717T185858 CREATED:20210504T160822Z LAST-MODIFIED:20210510T170117Z UID:67684-1620640800-1620644400@cfany.org SUMMARY:Portfolio Construction for Asset Owners Considering Sustainable Data\, Risks and Returns DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nTune in to the next installment in CFA Society New York’s virtual Asset Owner Series™ to learn directly from Timothée Jaulin\, Head of ESG Development & Advocacy\, Special Operations of Amundi\, in conversation with Professor Francesco Briganti\, Secretary General\, Cross Border Benefits Alliance-Europe. The discussion will center the considerations of asset owners in regard to years of portfolio construction\, investment selection and asset allocation. Attendees will hear Jaulin’s perspective on the significance of achieving particular returns in an ESG-slanted environment\, as well as gain context to better inform the manager search and selection process. \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. \nAgenda10:00 AM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n10:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nFrancesco Briganti\, Secretary General\, Cross Border Benefits Alliance-Europe \n\n\nInterviewee\nTimothée Jaulin\, Head of ESG Development & Advocacy\, Special Operations\, Amundi \n\n\n11:00 AM |  CLOSING REMARKS & ADJOURNMENT \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nESG-oriented Asset Allocation\nESG-oriented portfolio construction URL:https://cfany.org/event/portfolio-construction-for-asset-owners-considering-sustainable-data-risks-and-returns/ LOCATION:Virtual Only CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming END:VEVENT END:VCALENDAR