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DTSTART;TZID=America/New_York:20210421T090000
DTEND;TZID=America/New_York:20210423T170000
DTSTAMP:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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:20260717T194611
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210510T193000
DTEND;TZID=America/New_York:20210510T210000
DTSTAMP:20260717T194611
CREATED:20201104T230700Z
LAST-MODIFIED:20201222T054635Z
UID:64398-1620675000-1620680400@cfany.org
SUMMARY:Value Investing Roundtable
DESCRIPTION:Group DescriptionThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop.\nJoin Group
URL:https://cfany.org/event/value-investing-roundtable-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210511T120000
DTEND;TZID=America/New_York:20210511T133000
DTSTAMP:20260717T194611
CREATED:20210316T233716Z
LAST-MODIFIED:20210507T142459Z
UID:66814-1620734400-1620739800@cfany.org
SUMMARY:Legal Cannabis and Financial Services: What Investors Need to Know
DESCRIPTION:OverviewShifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry. Recent examples include the Secure and Fair Enforcement (SAFE) Banking Act\, which enjoys bipartisan support and the backing of the Biden administration. Such legislation would provide regulatory guidance for banks and protect insurers\, while allowing cannabis businesses to hold bank accounts\, transfer money\, and issue payments.   \nRegister for this in-depth panel discussion to hear from leading voices across the regulatory environment on issues ranging from related fee income to questions of accountability and more. Speakers will address the opportunities and challenges involved in working with growers and dispensaries\, as well as early-stage investors and others.   \nAgenda12:00 PM | OPENING REMARKS \n\nDavid Geng\, CFA\, Vice President\, Tiedemann Advisors \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nEthan Heisler\, CFA\, Senior Bank Analyst\, Kroll Bond Rating Agency\, Inc. \nPanelists \nLauren Kohr\, Senior Vice President. Chief Risk Officer\, Old Dominion National Bank \nHarrison Phillips\, CFA\, Vice President\, Consumer & Retail Investment Banking\, Stifel Financial Corporation \nDan Roda\, Chief Executive Officer\, Abaca \nDaniel Stipano\, Partner\, Davis Polk & Wardwell LLP \n\n\n1:05 PM |  Q&A \n\n1:30 PM | CLOSING REMARKS \n\nEthan Heisler\, CFA\, Senior Bank Analyst\, Kroll Bond Rating Agency\, Inc. \n\nAdditional DetailsLearning Outcomes \n\nDiscuss what legislation will and will not permit \nExplore the earnings impact and growth potential of doing business with cannabis firms \nLearn what regulatory and legislative risks remain 
URL:https://cfany.org/event/legal-cannabis-and-financial-services-what-investors-need-to-know/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210511T180000
DTEND;TZID=America/New_York:20210511T193000
DTSTAMP:20260717T194611
CREATED:20201130T213901Z
LAST-MODIFIED:20201130T213901Z
UID:64847-1620756000-1620761400@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-6/
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:20210512T090000
DTEND;TZID=America/New_York:20210514T170000
DTSTAMP:20260717T194611
CREATED:20210311T170359Z
LAST-MODIFIED:20210803T165021Z
UID:66675-1620810000-1621011600@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A. \nWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-5/
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:20210512T090000
DTEND;TZID=America/New_York:20210514T170000
DTSTAMP:20260717T194611
CREATED:20210311T164856Z
LAST-MODIFIED:20210803T165024Z
UID:66672-1620810000-1621011600@cfany.org
SUMMARY:Introduction to Project Finance Modeling – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn to build project finance models for a transaction \nWhat You’ll LearnReal-world Project Finance Training \nPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up-the way it’s done on the job. \nUsed By Top Financial Institutions \nTaught by experienced project finance professionals\, this is the same intensive virtual training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \nCFANY.org: $1359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive training program where trainees learn project finance modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation course \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. \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. \nWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set
URL:https://cfany.org/event/introduction-to-project-finance-modeling-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210512T120000
DTEND;TZID=America/New_York:20210512T130000
DTSTAMP:20260717T194611
CREATED:20210505T050203Z
LAST-MODIFIED:20210505T152201Z
UID:67714-1620820800-1620824400@cfany.org
SUMMARY:Black Hedge Fund Professionals Network (BHFPN) Talent Series - Sourcing and Hiring Diverse Talent: Perspectives from Practitioners
DESCRIPTION:OverviewJoin the BHFPN Talent Series to explore some of the practical ways in which firms are going about finding\, connecting with and ultimately hiring Black and Brown talent. \nAgendaPANEL DISCUSSION \nModerator \nAdebola Osakwe: Global Head of Talent & Diversity\, Millennium Management \nPanelists \nAngela Solomon: President\, A. Solomon Recruits \nJanessa Cox-Irvin: Global Head of Diversity & Inclusion\, AllianceBernstein \nTonya Conrad-Moses: Director\, Prime Brokerage Business Consulting\, Bank of America Merrill Lynch \nAdditional DetailsLearning Outcomes \n\nHow to source diverse talent\nCreating robust diverse hiring programs\nWhat to look for in new diverse hires
URL:https://cfany.org/event/black-hedge-fund-professionals-network-bhfpn-talent-series-sourcing-and-hiring-diverse-talent-perspectives-from-practitioners/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Diversity & Inclusion Forum,Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210512T180000
DTEND;TZID=America/New_York:20210512T193000
DTSTAMP:20260717T194611
CREATED:20201222T052508Z
LAST-MODIFIED:20210420T205432Z
UID:65340-1620842400-1620847800@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:The Private Wealth Management Thought Leadership Group in collaboration with CFA Society San Francisco OverviewDiscussion Topic: Creating More Value for Taxable Investors:  Help your Clients Compete on an Unequal Playing Field \nNow more than ever before\, taxable investors need to think differently.  This presentation and discussion will explore the unique challenges and opportunities faced by taxable investors and their advisors.  The session will examine: \n\nSame playing field\, different rules; how taxable investors can compete for returns in an institutional led market\nEvaluating investment opportunities through an after-tax lens: a taxable investor may need a 12.9% gross return to match a tax-exempt investor’s 7.8% return\nThe intersection of tax\, estate and investment planning; integrated investment strategies that capture multiple forms of alpha\n\nPrivate Wealth Management Group×Private Wealth Management Group\nThe 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 \nCloseGuest SpeakerStuart E. Lucas\, CFA\, Co-Managing Partner and Chief Investment Officer\, Wealth Strategist Partners\, LLC  \nStuart is founder\, Co-Managing Partner and Chief Investment Officer of Wealth Strategist Partners.  WSP are investment\, wealth and family business advisors to a select group of large complex family enterprises. WSP is the successor to his family’s investment platform\, formed following the sale of Carnation Company\, the business founded by his great-grandfather. The family remains a client of WSP. \nStuart has been an investment professional for over 35 years and serves as WSP’s CIO. In addition to his duties with WSP\, Stuart is immediate past Chairman of the Investment Committee of National Public Radio and is a board member of the National Public Radio Foundation. He is Vice Chairman of the Board and co-leads the Investment Committee of the Stuart Foundation\, a California-based foundation. Read more \n\n\nA message from our guest speaker:\n \nI would like to offer you access to a free chapter of my new book The Taxable Investor’s Manifesto (Wiley) – link below.  The book is intended for every investor with taxable wealth and every advisor who serves them.  It guides readers through a series of related topics\, seeking to bring clarity to complexity with an economy of words and to provide valuable and actionable. The Manifesto folds tax and estate planning incentives into investment strategy in ways that can add profound value to actual results over a lifetime\, and beyond.\n \nIf you enjoy the introductory chapter accessible just below\, I hope you will consider reading The Manifesto in its totality. Feel free to share this with friends\, colleagues and clients who may benefit from its content.  \n \nDownload a FREE chapter below:\nhttps://bit.ly/3dc6Ufi
URL:https://cfany.org/event/private-wealth-management-group-meeting-8/
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:20210512T180000
DTEND;TZID=America/New_York:20210512T193000
DTSTAMP:20260717T194611
CREATED:20201126T060542Z
LAST-MODIFIED:20201204T204447Z
UID:64818-1620842400-1620847800@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-20/
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:20210513T120000
DTEND;TZID=America/New_York:20210513T130000
DTSTAMP:20260717T194611
CREATED:20210429T160346Z
LAST-MODIFIED:20210512T223319Z
UID:67637-1620907200-1620910800@cfany.org
SUMMARY:Career Fair Series: BlackRock
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. \nPlease join our next Career Fair event on Thursday\, May 13th at 12:00pm EST with BlackRock\, in which you will learn more about the firm’s investment businesses and culture as well as the recruitment & interview process. Representatives from the ETF and Index Investing (EII)\, Global Fixed Income\, and Global Credit businesses will discuss current opportunities for CFA charterholders and candidates in both their New York and San Francisco offices. \nTo learn more about the company’s recruitment cycle\, please visit Careers at BlackRock . For candidates desirous of reviewing and applying to open positions\, please visit the job listings page. \nYoung Leaders Group×Young Leaders Group\nThe Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students\, exam candidates\, and recent charterholders) to develop their professional and leadership skills\, facilitate in the building of new relationships\, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials\, industry panel discussions\, career development workshops\, among other events\, \nIf you would like to participate in this group\, or attend industry events\, career development workshops\, speaker series\, and networking opportunities\, please contact us at ylg@cfany.org\, to be added to the Young Leaders distribution list or join our LINKEDIN GROUP. \nCloseAgendaOPENING REMARKS\n \n\nDavid Geng\, CFA\, Vice President\, Tiedemann Advisors\n\n\nRECRUITMENT AND INTERVIEW PROCESS\nIn-depth discussion of the BlackRock’s culture as well as recruitment and interview processes\, particularly in a remote-work setting\, and best practices for candidates interested in pursuing career opportunities in some of BlackRock’s largest investment businesses \n\nKate Jenkins\, Global Head of Investments and Client Businesses Experienced recruiting \n\n\nDAY IN THE LIFE SPOTLIGHT\nDay in the Life’ presentation on experiences of landing at the firm\, details about current roles and opportunities for advancement \n\nRachel Aguirre\, Head of US iShares Product Engineering\, ETF and Index Investments (EII) \nAnnelise Eschmann\, Managing Director\, Global Fixed Income \nMaybel Marte\, Head of Liquid Leveraged Credit Product Strategy\, Global Credit Group \n\n\nQ&A
URL:https://cfany.org/event/career-fair-series-blackrock/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210517T180000
DTEND;TZID=America/New_York:20210517T193000
DTSTAMP:20260717T194611
CREATED:20201224T004831Z
LAST-MODIFIED:20201224T005223Z
UID:65392-1621274400-1621279800@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-10/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210518T090000
DTEND;TZID=America/New_York:20210520T170000
DTSTAMP:20260717T194611
CREATED:20210311T173819Z
LAST-MODIFIED:20210803T165019Z
UID:66682-1621328400-1621530000@cfany.org
SUMMARY:FP&A Technical Mastery Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn the technical and presentation skills you need to become an invaluable member of your team \nOverviewThis 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company’s leadership while learning invaluable skills in problem-solving\, risk management\, and growth planning. \n\nVirtual training led by our team of FP&A professionals\nLearn a full range of invaluable FP&A skills\nBoost your Excel efficiency\n\nCFANY.org: $1\,359.20 Standard Rate: $1\,999 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDAY 1 \n\n\nIntroduction to the modern FP&A function\nMacroeconomic\, Industry\, and Competitive Analysis\nThe Power and Art of Business Modeling\n\n\n\nDAY 2 \n\n\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\n\n\n\nDAY 3 \n\n\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\nThe future of FP&A in large corporations and private companies\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nBoot Camp DetailsOverviewInstructorAdditional DetailsOverview\nFP&A professionals require a cross-functional understanding of accounting\, finance\, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again. \nInstructor\nThe course is taught by Carl Seidman\, Business Strategist\, CFO Advisor\, TedX Speaker\, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy\, including turnarounds\, restructurings\, valuation\, transactions\, and crisis management. With a passion for teaching and years of directly relevant real-world experience\, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job. \nAdditional Details\nWhat’s Included? \n\nThe training materials that trainees receive are comprehensive and intuitive\, and are designed to serve as stand-alone materials for easy use long after the training session has ended.\nUp to 27 FP&A recertification credits\nUp to 27 CPE credits\n\n\nWhat to Bring \nLaptop\, Notepad\, and Calculator. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nFP&A Recertification Credit \nThis seminar is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance. \nWho is this boot camp for?\nAnalysts and managers in financial planning and analysis\nBusiness decision support\nInternal & external financial reporting groups\nControllers\nCorporate accounting professionals
URL:https://cfany.org/event/fpa-technical-mastery-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:20210518T180000
DTEND;TZID=America/New_York:20210518T193000
DTSTAMP:20260717T194611
CREATED:20201211T063816Z
LAST-MODIFIED:20210121T230617Z
UID:65233-1621360800-1621366200@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-11/
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:20210519T090000
DTEND;TZID=America/New_York:20210521T170000
DTSTAMP:20260717T194611
CREATED:20210311T182355Z
LAST-MODIFIED:20210803T165014Z
UID:66684-1621414800-1621616400@cfany.org
SUMMARY:Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep: The PE Masterclass: Crushing the paper LBO is just the beginning\n** Formerly called the Private Equity Boot Camp \nLearning ObjectivesLBO Modeling & the PE Deal Process \nThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. \nLed by PE Professionals \nThis boot camp is NOT an academic exercise. It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. \nLearn from the Private Equity’s #1 Trainer \n4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training. \nCFANY.org: $1599.20 Standard Rate: $1\,999 AgendaThis virtual session goes from 9am-5pm EST \nDay 1 | LBO AND PE OVEERVIEW LBO MODELING \nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \nDay 2 | LBO MODELING/PE DEAL PROCESS \nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \nDay 3 | LBO MODELING/PE DEAL PROCESS \nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \nOnline | PRE-SEIMNAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nOnline | POST-SEMINAR ONLINE ACCESS \nEnrollment includes access to the following online course(s): Financial Statement ModelingLBO Modeling \nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nLed by former private equity professional with applied expertise in LBO modeling methodologies\, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job. \nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nAdditional Details\nSchedule \nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nLaptop\, Notepad\, and Calculator. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \nWho is this boot camp for?This PE Masterclass is targeted specifically for the following audience: \n\nInvestment banking analysts planning to or actively interviewing for PE\nMBAs and undergraduates pursuing private equity\nCurrent private equity professionals seeking to improve their skill set\nLeveraged finance and credit professionals seeking a better understanding of their PE clients’ process
URL:https://cfany.org/event/breaking-into-private-equity-lbo-modeling-and-pe-deal-process-masterclass-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T130000
DTEND;TZID=America/New_York:20210519T170000
DTSTAMP:20260717T194611
CREATED:20210311T174652Z
LAST-MODIFIED:20210803T165018Z
UID:66683-1621429200-1621443600@cfany.org
SUMMARY:Modeling Multifamily Real Estate - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn about real world “on the job” multifamily real estate modeling \nWhat You’ll LearnBuild a Multifamily Real Estate Model Step-By-Step \nHow do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? \nIn this virtual “Power Session\,” you will learn how a real multifamily model is constructed and used to generate key investment insights. \nExcel Model Template Included \nA comprehensive reusable multifamily real estate model template is included with this course. \nCFANY.org: $319.20 Standard Rate: $399 Boot Camp DetailsOverviewScheduleAdditional DetailsOverview\nDesigned for investment banking\, PE and real estate investment professionals\, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However\, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel. \n\nUsing a typical offering memorandum (OM) to extract key detail used in the model\nHow historical financials drive the pro-forma\nProjecting top-line revenue performance (effective vs. gross rent)Modeling occupancy/vacancy loss\, non-revenue units\, and uncollectible rent assumptions\nGetting to NOI: Projecting the most common operating expenses\nHow to underwrite capital expenditures (defensive vs. offensive)\nHow to calculate levered returns\nModeling the key equity and debt metrics in multifamily real estate (Yield-on-cost\, Cash-on\ncash yield\, DSCR\, and debt yield)\nUnderstanding value allocation\nModeling Sources & Uses\nConstructing the NOI and Returns Summary tables\nSensitizing key outputs to frame purchase price ranges for a multi-family real estate property\nTypical return profile for a multi-family\nFinancial due diligence: Sales comparable and market surveys\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real-world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \nWho is this boot camp for?\nProfessionals and students pursuing careers in Real Estate Private Equity.\nReal estate professionals looking to add financial modeling skills to their existing skill set.\nIndividual investors and anyone interested in the Real Estate industry.
URL:https://cfany.org/event/modeling-multifamily-real-estate-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210521T120000
DTEND;TZID=America/New_York:20210521T133000
DTSTAMP:20260717T194611
CREATED:20201211T070017Z
LAST-MODIFIED:20210518T175329Z
UID:65255-1621598400-1621603800@cfany.org
SUMMARY:Impact Reporting in the Alternatives Space
DESCRIPTION:OverviewHosted by the Sustainable Investing Group in  collaboration with the New Jersey Group \nThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP \nSpeakersModerator \nJodie Gunzberg\, CFA\, Managing Director\, Chief Institutional Investment Strategist\, Morgan Stanley Wealth Management \nSpeakers \nAllison Spector\, Director\, Responsible Investment\, Nuveen \nSophia Sunderji\, Manager\, Research\, The Global Impact Investing Network \nPaula Luff\, Director of ESG Research and Engagement\, DSC Meridian Capital
URL:https://cfany.org/event/sustainable-investing-group-meeting-15/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,New Jersey Group,Sustainable Investing,Virtual Events & Programming
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END:VCALENDAR