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BEGIN:VEVENT
DTSTART;VALUE=DATE:20200512
DTEND;VALUE=DATE:20200515
DTSTAMP:20260714T130655
CREATED:20200508T160643Z
LAST-MODIFIED:20200508T170743Z
UID:60422-1589241600-1589500799@cfany.org
SUMMARY:FP&A Technical Mastery - 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 \nWhat You’ll LearnThis 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 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 \n\n\nIntroduction to the modern FP&A function\nMacroeconomic\, Industry\, and Competitive Analysis\nThe Power and Art of Business Modeling\n\n\n\nDAY 2 \n\n\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\n\n\n\nDAY 3 \n\n\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\nThe future of FP&A in large corporations and private companies\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nFP&A Technical Mastery\nIntroduction to Financial Planning & Analysis (FP&A) Technical Mastery Boot Camp \n\nIntroductory discussion about the modern FP&A function\nOverview of modules\n\nThe Power & Art of Business Modeling in FP&A\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\n\n\nParticipant and instructor introductions\n\nThe Power and Art of Business Modeling \n\nModeling best-practices\n\nOrganizational structure and navigation\nCoverage of key formulas & functions\, ribbons\, and functionality\nSimplification of complex modeling techniques and model hygiene\nFormula auditing\, watch window\, formula evaluator\nUse of dynamic links for linking internally and to external workbooks\n\n\nModel formatting\n\nUse of defined names for cells\, ranges\, tables\, data sets\, and formulas to simplify references\nIncorporation of dynamic drop-down lists\, toggles\, and lookups to improve efficiency\n\n\nDynamic modeling\n\nCreation of dynamic data sets\, data ranges\, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts\nUse toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets\nLookup Functions: INDEX\, MATCH\, VLOOKUP\, HLOOKUP\, DATA VALIDATION\nReal-life application through exercises and case studies\n\n\n\nData Visualization & Storytelling \n\nBest-practices for conveying financial performance in visual form for meetings and presentations\nHow FP&A can serve as a strategic partner to non-financial business functions\nCreation of deliverables with consideration given to the end-user or a wide-array of audiences\n\nSparklines combined with dynamic data ranges\nUsing dynamic data sets to populate pivot charts\, pivot tables\, and pivot slicers\n\n\nReal-life application through exercises and case studies\n\nOutputs & Variance Analysis \n\nUse of data visualization to communicate strategic mapping\, key performance indicators (KPIs)\, and balanced scorecards\nApproaches for identification and visual display of KPIs\nVariance analysis and cash flow forecasting\n\nUse of conditional formatting to highlight period-over-period variances\nConsideration of dynamic triggers for flexible conditional formatting\n\n\nReal-life application through exercises and case studies\nBuilding and displaying impactful dashboards for meetings and presentations\nCrafting and management of dynamic charts and graphs\n\nCreation of fully-dynamic graphs with automated updating of links to source information\nIncorporation of fully-flexible date range toggles within dynamic graphs\nUtilization of form controls in dynamic graphs to enhance user-interface\n\n\nReal-life application through exercises and case studies\n\nScenarios & Sensitivities \n\nFinancial consolidations\n\nSUM OF WORKSHEETS approach to scenario management\, forecasting\, and budgeting\n\n\nIntroduction to the Developer ribbon and Visual Basic for Applications (VBA)\nIntroduction to Excel’s built-in scenario manager and scenario summary function\nEnhancement of scenario user-interface with form controls (option buttons\, check boxes\, combo boxes\, spin buttons\, scroll bars\, group boxes)\nDifferences between simulation and optimization\nConduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting\n\nGetting to Answers Without Modeling \n\nConduct ‘what-if’ operational simulations to minimize risk\nUtilize goal seek to determine pricing and to target profitability\nDemonstrate how Excel’s Solver can enhance performance while addressing resource constraints\nAddress break-even\, profit optimization\, and product mix decisions\nReal-life application through exercises and case studies\n\nCapex & Project Forecasting \n\nNet Present Value (NPV)\, Internal Rate of Return (IRR)\, Modified IRR (MIRR)\, XIRR\, XNPV\nDiscounted cash flow analysis and weighted average cost of capital\nUtilize 1- and 2-variables sensitivity tables to display a range of probable results\nReal-life application through exercises and case studies\n\nForecasting & Budgeting \n\nKey terms and definitions\nForecasting methods\n\nTop-down\nBottoms-up\n\n\nHow risk\, uncertainty\, and probability affect forecasts\nHow regression aids in forecasting accuracy\nReal-life application through exercises and case studies\n\nStrategic Financial Planning & Analysis \n\nKey accounting and finance terms and definitions\nUnderstanding fundamentals of the financial statements\n\nIncome Statement\nBalance Sheet\nStatement of Cash Flows\nCommon-sizing and period-over-period trend analysis\nRatio analysis\n\n\nComprehensive strategic case study\n\nRevenue and cost builds by channel\nAssessment of the macroeconomic and industry environment\nPeer review\nLiquidity and working capital management including cash conversion cycle optimization\nGap analysis\nDebt sizing\nIntegrated venture forecast modeling\n\n\n\nProgram Conclusion \n\nWhat are the characteristics of an effective FP&A function\nThe future of FP&A in large corporations and private companies\n\nCloseAdditional DetailsWho is this boot camp for? \n\nAnalysts and managers in financial planning and analysis\nBusiness decision support\nInternal & external financial reporting groups\nControllers\nCorporate accounting professionals\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewFP&A professionals require a cross-functional understanding of accounting\, finance\, corporate strategy and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.Schedule\nEach day begins at 9am and ends at 5pm with a 1-hour lunch break as well as a midmorning and midafternoon break. \nWhat's Included?\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.
URL:https://cfany.org/event/fpa-technical-mastery-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200512
DTEND;VALUE=DATE:20200515
DTSTAMP:20260714T130655
CREATED:20200508T160039Z
LAST-MODIFIED:20200508T170704Z
UID:60419-1589241600-1589500799@cfany.org
SUMMARY:Introduction to Project Finance Modeling
DESCRIPTION:Presented by Wall Street Prep\, Build a full-scale project finance model in this intensive 3-day boot camp. \nWhat You’ll LearnPerfect 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. \nTaught by experienced project finance professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \n\nLearn the key principles of Project Finance\nBuild a project finance transaction model from the ground up\nUnderstand commonly used project financing structures\nIncludes Excel Project Finance model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\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\n×Course Syllabus\nPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\n\nIntroduction to Project Finance\nThis section provides a conceptual overview of project finance and is intended to provide students with the basic understanding of the financial structure of the Project Finance Model Case Study. \n\nWhat is project finance\nDifference between project finance and corporate finance\nProject finance structure\nProject finance risks and risk changes over time\nConstraints to project finance investment\nSources of project finance\n\nProject revenues and costs\nDebt financing instruments and characteristics\nEquity financing and characteristics\n\n\nIntroduction to key project finance metrics\nTypes of project documentation\n\nProject Finance Modeling Best Practices\nThis section discusses and provides practical excel exercises for formats\, functions\, and formulas which will be used in the Project Finance Model Case Study \n\nFeatures of the financial model\nImportance of financial models\nModeling best practices (12 rules)\n\nProject Finance Model Case Study\, Phase 1\nThis section is a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 1: Introduction to the Project Finance Model Case Study\n\nOverview of case study project\nBaseline financial structure of case study (eg: revenue\, cost\, capital structure)\n\n\nProject Finance Model Part 2: Setting Up A Template Worksheet\n\nFormatting a template sheet for easy viewing\nIntroduce model headings\, output messages\, units\, and timelines\n\n\nProject Finance Model Part 3: Setting Up the Timing Sheet\n\nSet up the proper model periodicity using key excel functions\n\n\nProject Finance Model Part 4: Setting Up Inputs Sheets\n\nCategorically set up input sheets which can run multiple scenarios\nCreate flexibility for revenues\, expenses\, leverage\, and financing assumptions\nSet up static and time-based inputs for model calculations\n\n\n\nProject Finance Model Case Study\, Phase 2\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 5: Creating Timing Flags\n\nCode flexible timing flags for triggers\, construction\, and operational periods\nCalculate flexible percent completion flags\n\n\nProject Finance Model Part 6: Integrating Financial Statements\n\nSet up an integrated Cashflow Statement\, Balance Sheet\, and Income Statement\nUnderstand dependences between the 3 financial statements and calculations\n\n\nProject Finance Model Part 7: Capital Costs Calculations\n\nCode control accounts for project expenditures\nCalculate fixed assets during construction\nDevelop depreciation calculations and integrate into financial statements\n\n\nProject Finance Model Part 8: Implementing a Checks Sheet\n\nBuild a project checks sheet with a tolerance level\n\n\nProject Finance Model Part 9: Reserve Accounts\n\nDevelop working capital accounts to account for timing differences of cash received and expended\nCode operational period calculations including routine operations and major maintenance expenditures\nLink operational period calculations to financial statements\n\n\nProject Finance Model Part 10: Debt Financing Calculations\n\nCode senior debt and subordinated debt calculations\nUnderstand the impact of cashflow available or debt service to repayment of debt financing\nCalculate debt drawdown\, debt principal\, and debt interest\n\n\nProject Finance Model Part 11: Equity and Dividend Calculations\n\nCalculate equity injections and redemptions\nCreate a dividends control account and constraints to equity distributions\n\n\n\nProject Finance Model Case Study\, Phase 3\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 12: Project Taxation\n\nCalculate profit chargeable to corporation tax\nSet up a corporation tax control account to link to financial statements\n\n\nProject Finance Model Part 13: Ratios and Returns\n\nDevelop a debt service coverage ratio calculation\, NPV Calculation\, Project and Equity IRR calculation\nCreate project outputs and management overviews including a sources and uses table and management dashboard\n\n\nProject Finance Model Part 14: Final Project Finance Model Review\n\nCode in VBA to analyze project and equity IRRs of multiple scenarios simultaneously\nLearn summary and perform sensitivity analysis\n\n\n\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nThis boot camp is an intensive virtual 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 courses \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions  and 1-on-1 interaction \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/introduction-to-project-finance-modeling/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200513T160000
DTEND;TZID=America/New_York:20200513T170000
DTSTAMP:20260714T130655
CREATED:20200428T053255Z
LAST-MODIFIED:20200514T175037Z
UID:60135-1589385600-1589389200@cfany.org
SUMMARY:[Webinar] Managing Wall Street Job Search: The Next Normal
DESCRIPTION:OverviewA webinar presented by Roy Cohen\, a nationally recognized career counselor and executive coach\, and a leading expert in Wall Street job search and career management. \nThe rules for a job search have changed almost overnight and with significant impact on how individuals conduct a job search and on how Wall Street recruits candidates. This workshop will offer insights and recommendations on how to manage a virtual job search in an environment where there is both uncertainty and a need to be prepared for the unexpected. The focus is on figuring out what to do right now and on how to develop and execute a dynamic strategy with meaningful results. Please come prepared to ask questions. \nLearning Outcome Statements: \n\nJob hunting strategies\nCrisis Management\nCareer Management\n\nAgenda4:00 PM | WELCOMING REMARKS \n\nChristos Charalambous\, CFA\, Senior Investment Strategist\, CSQR Capital \n\n\n4:05 PM | KEYNOTE SPEAKER \nModerated by Randall Thomas\, Founding Partner\, Calice Group \n\nRoy Cohen\, MBA Career Counselor & Executive Coach\, Roy Cohen Career Management \n\n\n4:45 PM |  Q & A \n\n5:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nChristos Charalambous\, CFA\, Senior Investment Strategist\, CSQR Capital \n\nFeaturing  Roy Cohen is a career counselor and executive coach and the author of The Wall Street Professional’s Survival Guide\, the best-selling and only career resource for people who work on Wall Street or want to. In addition to numerous media appearances and frequent quotes\, Roy speaks often at a range of events\, most recently on behalf of various chapters of the CFA Institute and at a number of business schools. He is also currently an advisor to Baruch College’s master of financial engineering program and he serves on the advisory board for Men’s Fitness Magazine. He has an MBA from Columbia and an undergraduate degree from Cornell.
URL:https://cfany.org/event/webinar-managing-wall-street-job-search-the-next-normal/
LOCATION:Virtual Only
CATEGORIES:Career Development,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200518
DTEND;VALUE=DATE:20200521
DTSTAMP:20260714T130655
CREATED:20200420T185454Z
LAST-MODIFIED:20200423T165653Z
UID:59805-1589760000-1590019199@cfany.org
SUMMARY:[CFA Institute Webinar] 73rd CFA Institute Annual Conference: Thriving in Today’s Connected Market
DESCRIPTION:OverviewJoin the global community of investment professionals for three days of informative\, practical programming focusing on strategies to navigate the evolving global marketplace and fast changing world. The 73rd CFA Institute Annual Virtual Conference will feature presentations and interviews with noted investors\, geopolitical experts\, bestselling authors\, coaches\, psychologists\, leading researchers\, and successful practitioners. \nLearning Objectives  \n\nGlobal Macro and Market Outlook in Uncertain Times\nPsychology and Personal Advice for Living and Working Through the Global Crisis Strategies for Investing Through the Crisis\n\nFeaturingDonald Altman \nAuthor\, Mindfulness Consultant\, and Trainer \nDaniel Crosby \nChief Behavioral Officer \nBrinker Capital \nAswath Damodaran \nKerschner Family Chair Professor of Finance \nStern School of Business\, New York University \nPeter Zeihan \nPresident and Founder \nZeihan on Geopolitics \nAdditional DetailsGet connected on 18–20 May 2020 for the following: \n\n18 May: Global Macro and Market Outlook in Uncertain Times\n\nTime : 1:00pm-3:00pm\n\n\n19 May: Psychology and Personal Advice for Living and Working Through the Global Crisis\n\nTime: 1:00pm-3:00pm\n\n\n20 May: Strategies for Investing Through the Crisis\n\nTime: 11:00am-1:00pm\n\n\n\nYou are one click away from information to help navigate the new realities of today’s connected markets \nFeaturing
URL:https://cfany.org/event/cfa-institute-webinar-73rd-cfa-institute-annual-conference-thriving-in-todays-connected-market/
LOCATION:Virtual Only
CATEGORIES:Industry Conference,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200518T090000
DTEND;TZID=America/New_York:20200518T103000
DTSTAMP:20260714T130655
CREATED:20200207T195059Z
LAST-MODIFIED:20200515T063312Z
UID:58500-1589792400-1589797800@cfany.org
SUMMARY:[Webinar] Can We Kick-Start The Global Economy?
DESCRIPTION:Live Webinar Event Please do not come to CFA Society New York for this event.\nOverviewIs this the End of the Beginning? \nAfter a devastating shock wave and a repricing of all risk assets\, what will it take to get the global economy back? Experts from China and the U.S. will discuss the current state of the global economy\, the latent aftershocks that are just as daunting\, and what “normal” might look like on the other side of the contagion.” \nAgenda9:00 AM | WELCOMING REMARKS \n\nMartin Pomp\, CFA \nMary Wadsworth Darby\, Chief Representative- CKGSB Americas \n\n\n9:05 AM | PANEL DISCUSSION \n\nModerator \nLyric Hughes Hale\, Editor-in-chief\, EconVue \n\n\nPanelists \nAndrew Bishop\, Partner\, Global Head of Policy Research\, Signum Global Advisors  \nProfessor Xu Chenggang\, Professor of Economics\, Cheung Kong Graduate School of Business \n\n\n10:05 AM |  Q & A \n\n10:25 AM |  CLOSING REMARKS \n\nMartin Pomp\, CFA \n\nAdditional DetailsLearning Outcomes \n\nWho are the dominant firms in Chinese technology\nHow China’s tech champions have created their market share and dominance\nHow Chinese technology companies are different from their U.S. counterparts\nHow the Chinese tech sector co-exists with the government
URL:https://cfany.org/event/enter-the-dragon-chinas-fang-stocks/
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:20200518T173000
DTEND;TZID=America/New_York:20200518T183000
DTSTAMP:20260714T130655
CREATED:20200417T202337Z
LAST-MODIFIED:20200528T152001Z
UID:59783-1589823000-1589826600@cfany.org
SUMMARY:A View of LATAM’s Public and Private Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nFernando Manrique\, CFA\, CAIA of AFP Integra (part of Sura\, Latin America’s largest private pension plan) will share where he sees value in the public and private markets in Peru and beyond in LATAM. \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. \nAgenda5:30 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n5:35 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nDaniel Gamba\, CFA\, Global Head of Active Equity Product Strategy\, BlackRock; Vice-Chair\, CFA Institute Board of Governors \n\n\nInterviewee\nFernando Manrique\, CFA\, CAIA\, Head of Bottom Up Investments\, AFP Integra / Sura \n\n\n6:15 PM | Q&A FROM AUDIENCE \n\n6:30 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nSignificant insight in LATAM regional investments\nGood view of asset owner decisions
URL:https://cfany.org/event/asset-owner-series-virtual-summit-ep-3/
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:20200519T180000
DTEND;TZID=America/New_York:20200519T193000
DTSTAMP:20260714T130655
CREATED:20200207T200517Z
LAST-MODIFIED:20200508T190011Z
UID:58505-1589911200-1589916600@cfany.org
SUMMARY:[Webinar] FASB Chairman Russell Golden
DESCRIPTION:Live Webinar Event Please do not come to CFA Society New York for this event.\nOverviewRussell G. Golden’s 7-year term as FASB Chairman is coming to an end in June. A long-time staff member at the FASB\, Mr. Golden served as Technical Director of the FASB\, overseeing staff work on accounting standards and technical application and implementation activities and chaired the Emerging Issues Task Force before becoming FASB Chairman. These roles helped prepare him to lead the adoption and implementation of two of the most significant revisions to accounting standards ever: revenue recognition and lease accounting. At this presentation\,Mr. Golden will reflect on his years leading the FASB\, the Board’s accomplishments\, as well as its unfinished business. He will also provide a personal assessment of accounting standard setting and financial reporting in the years ahead. \nAgenda6:00 PM | WELCOMING REMARKS \n\nStephen P. Percoco \n\n\n6:10 PM | KEYNOTE SPEAKER \n\nRussell Golden\, CPA\, Chairman\, Financial Accounting Standards Board (FASB) \n\n\n7:00 PM |  Q & A \n\n7:20 PM | CLOSING REMARKS \n\nStephen P. Percoco \n\n\n7:30 PM | ADJOURN \nAdditional DetailsLearning Outcomes \n\nA recap of the 7-year term of Russell Golden\, FASB Chairman\nLearn how the Board adopted and implemented two major new accounting standards: revenue recognition and lease accounting\nHear reflections on the future challenges and opportunities in accounting standard setting and financial reporting
URL:https://cfany.org/event/fasb-chairman-russell-golden/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200520T100000
DTEND;TZID=America/New_York:20200520T113000
DTSTAMP:20260714T130655
CREATED:20200512T061216Z
LAST-MODIFIED:20200519T181555Z
UID:60502-1589968800-1589974200@cfany.org
SUMMARY:(Webinar)The Current Expected Credit Loss Standard: What an Investor Needs to Know
DESCRIPTION:OverviewFASB’s Current Expected Credit Loss (CECL) standard was adopted by large public-filing banks and other financial institutions on January 1\, 2020. Smaller public filers and non-public filers have until 2023 to implement CECL. Given the recent rapid downturn in the global economy\, this may be the most impactful financial reporting change implemented in decades. In addition to “Day 1” effects from the standard’s January 1\, 2020 adoption\, institutions needed to incorporate the Q1 2020 events in their Q1 current expected credit losses. This program is part 1 of a two program series.  On June 25\, 2020 we will be having a second program reviewing actual reported Q1 2020 CECL results and their impact. \nAgenda10:00 AM | WELCOMING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society of New York \n\n\n10:05 AM | PANEL DISCUSSION \n\nModerator \nEthan Heisler\, CFA\, Senior Bank Analyst\, Kroll Bond Rating Agency\, Inc. \nPanelists \nLinda Bergen\, CPA\, MBA\, Director of Corporate Accounting Policy\, Citigroup \nMichael L. Gullette\, Senior Vice President\, American Bankers Association \nMaria Mazilu\, Vice President\, Senior Accounting Analyst\, Financial Institutions Group – Moody’s Investors Service \n\n\n11:00 AM |  Q&A \n\n11:15 AM | CLOSING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society of New York \n\n\n11:30 AM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nWhy did FASB decide to change accounting for credit impairment\, and what is CECL’s connection with the Great Financial Crisis?\nHow different is the CECL reporting model from the old incurred loss method model? Does CECL improve transparency around an institution’s ability to predict loss compared to the incurred loss method?\nWhat is the impact of the CARES Act and the regulatory phased implementation for regulatory capital on CECL’s impact on bank activity?\nWill CECL change the dynamics of the financial system?\nWill there be shifting of certain types of lending outside of regulated banks?
URL:https://cfany.org/event/the-current-expected-credit-loss-standard-what-an-investor-needs-to-know/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200521T180000
DTEND;TZID=America/New_York:20200521T190000
DTSTAMP:20260714T130655
CREATED:20200508T153631Z
LAST-MODIFIED:20200526T153557Z
UID:60411-1590084000-1590087600@cfany.org
SUMMARY:Webinar: Market Outlook in the Age of the Pandemic [Part II]
DESCRIPTION:OverviewJoin us for a Market Outlook update from CIOs and PM during this constantly changing environment we are currently experiencing. Hear and discuss issues and outlooks that current investors are considering while they form their views about where to allocate capital efficiently. CFA Society New York members and financial professionals will benefit from hearing a diverse set of views from established market participants. CFA Society New York is providing our community the ability to hear from market experts and more importantly provide the ability to ask questions during this period of social distancing. \nAgenda6:00 PM | WELCOMING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\,CFA\, Institutional Director\, Schroders \nPanelist \nCameron Crise\, Macro Strategist\, Bloomberg \nMaria Giraldo\,CFA\, Managing Director\, Macroeconomics & Investment Research\, Guggenheim Partners \nMarvin Loh\, Senior Global Market Strategist\, Multi-Asset Research Team\, State Street Global Markets  \n\n\n6:45 PM |  Q&A \n\n6:55 PM |  CLOSING REMARKS \n\nLeo Schmidt\, CFA\, CIO\, River Eddy Capital Management \n\n\n7:00 PM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nExchange of views \nContemporaneous with current market dynamics \nFocus on potential market outcomes\nThought leadership by practitioners
URL:https://cfany.org/event/webinar-market-outlook-in-the-age-of-the-pandemic-part-ii/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200526T140000
DTEND;TZID=America/New_York:20200526T150000
DTSTAMP:20260714T130655
CREATED:20200519T144834Z
LAST-MODIFIED:20200522T184638Z
UID:60686-1590501600-1590505200@cfany.org
SUMMARY:Liberalizing the Accredited Investor Rule: Challenges and Benefits — by CAIA Association
DESCRIPTION:OverviewShould retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets\, are retirement goals at risk by relying solely on public markets? Bill Kelly\, CEO\, CAIA\, and John Bowman\, Senior Managing Director\, CAIA\, join a panel of experts to provide a balanced and objective dialogue about how the industry should weigh these complex topics.  \nFeaturingAndrea Auerbach\nPartner and Head of Global Private Investments – Cambridge Associates     \nBarbara Roper\nDirector of Investor Protection – Consumer Federation of America      \nLawrence Calcano\nChief Executive Officer – iCapital Network     
URL:https://cfany.org/event/liberalizing-the-accredited-investor-rule-challenges-and-benefits/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200526T180000
DTEND;TZID=America/New_York:20200526T190000
DTSTAMP:20260714T130655
CREATED:20200420T165246Z
LAST-MODIFIED:20200528T152003Z
UID:59796-1590516000-1590519600@cfany.org
SUMMARY:Reflections on a Career Serving the Public Pension System
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nChris Ailman\, Chief Investment Officer\, CalSTRS\, will share his views of how one of the US’ largest public plans is positioning its portfolio in this rare market environment. Alternative investments will also be discussed as he will be interviewed by John Bowman of CAIA. \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\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \n\n\nInterviewee\nChris Ailman\, Chief Investment Officer\, CalSTRS \n\n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nKnowledge about pension plans\nEducation about the market
URL:https://cfany.org/event/asset-owner-series-virtual-summit-ep-4/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Free Webinar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200527T160000
DTEND;TZID=America/New_York:20200527T170000
DTSTAMP:20260714T130655
CREATED:20200526T141003Z
LAST-MODIFIED:20200526T141003Z
UID:60840-1590595200-1590598800@cfany.org
SUMMARY:US 2020 Elections: A Lot is at Stake for Markets — CFA Society Jacksonville
DESCRIPTION:OverviewElections always matter and this year’s will be no exception\, as the outcome will have a major impact on the U.S. economy and capital markets. \nMRB Global Strategist Peter Perkins will examine the key factors that will likely determine who will be the next president and which party will control the House and Senate\, focusing most closely on the all-important swing states. He will also discuss how the significant policy differences between the two parties may affect the overall equity market and specific sectors\, including energy\, financials\, health care and technology\, and put them into the broader domestic and global economic context. \nFeaturingPeter Perkins \nPeter Perkins is a founding partner. He has extensive experience\, both as a strategist and economist. Mr. Perkins focuses on asset allocation issues and strategy\, key drivers of the global economy and capital markets\, as well as investment opportunities and risks. He works closely with MRB clients on tactical and strategic asset allocation\, assisting them in interpreting and translating macroeconomic and policy factors into a tailored investment strategy. Mr. Perkins speaks widely at conferences\, seminars and client meetings and regularly participates in investment committee meetings for select investment management firms. \nOver his career\, Mr. Perkins has covered all major asset classes and regions\, and worked in the U.S.\, Hong Kong\, Mexico\, and Canada\, before recently relocating to the U.K. Prior to forming MRB\, he was Managing Editor at BCA Research Inc.\, focusing on tactical asset allocation and supporting major clients. \nMr. Perkins has a Master of Economics from Pennsylvania State University and B.A in Economics from the University of Maryland.
URL:https://cfany.org/event/us-2020-elections-a-lot-is-at-stake-for-markets-cfa-society-jacksonville/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200601T180000
DTEND;TZID=America/New_York:20200601T190000
DTSTAMP:20260714T130655
CREATED:20200427T200842Z
LAST-MODIFIED:20200528T194130Z
UID:60085-1591034400-1591038000@cfany.org
SUMMARY:What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear what Rich Nuzum\, CFA\, Global President of Investments and Retirement at Mercer\, thinks the current market pressures will yield in terms of client expectations of products and services. \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\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nSteve Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director\, Americas Region and Professional Learning\, CFA Institute \n\n\nInterviewee\nRich Nuzum\, CFA\, Global President\, Investments and Retirement\, Mercer \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nAsset allocation\nInvestment policy\nAlternative asset manager selection
URL:https://cfany.org/event/what-does-one-of-the-largest-consultants-think-clients-will-want-next/
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:20200603T090000
DTEND;TZID=America/New_York:20200605T170000
DTSTAMP:20260714T130655
CREATED:20200504T162109Z
LAST-MODIFIED:20200508T185635Z
UID:60302-1591174800-1591376400@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual 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.What's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/june3-financial-and-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:20200603T120000
DTEND;TZID=America/New_York:20200603T131500
DTSTAMP:20260714T130655
CREATED:20200519T180456Z
LAST-MODIFIED:20200519T180601Z
UID:60716-1591185600-1591190100@cfany.org
SUMMARY:[CFA Society Boston Webinar] Genomics and Biotech Innovation in the Battle Against COVID-19
DESCRIPTION:OverviewAs the world is gripped by the COVID-19 crisis\, innovations in the genomics and biotech space continue to press ahead. In fact\, the speed and cost of DNA sequencing has improved in such a way that scientists were able to sequence the virus behind COVID-19 in a matter of days\, compared to the months it took to do the same for SARS. Furthermore\, various innovative biotech companies are experimenting with unconventional treatments that could offer promise in treating and preventing the spread of this disease. \nJoin us for a webinar on June 3\, 2020 as CFA Society Boston hosts Cathie Wood\, CEO\, CIO and founder of ARK Invest\, along with Simon Barnett and Ali Urman\, ARK’s Genomic Revolution Analysts. We’ll explore the current genomics landscape\, the various non-conventional treatment methods that are being developed\, and the implications of these innovations beyond the immediate need to defeat COVID-19. \nFeaturingCatherine D. Wood\nFounder\, CEO\, CIO-ARK Investment Management LLC \nSimon Barnett\nGenomic Revolution Analyst -ARK Investment Management LLC \nAlexandra Ali Urman\nGenomic Revolution Analyst -ARK Investment Management LLC
URL:https://cfany.org/event/cfa-society-boston-webinar-genomics-and-biotech-innovation-in-the-battle-against-covid-19/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200604T120000
DTEND;TZID=America/New_York:20200604T130000
DTSTAMP:20260714T130655
CREATED:20200602T045339Z
LAST-MODIFIED:20200603T234128Z
UID:61029-1591272000-1591275600@cfany.org
SUMMARY:Down and Under: The Pandemic’s Impact on the World’s Oil Industry
DESCRIPTION:OverviewThe Centennial Speaker Series presents a moderated conversation with Paolo Scaroni\, former CEO and general manager of Eni Spa Oil and Gas and deputy chairman of Rothschild Group. This event is co-sponsored by the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nJoin us for a discussion on the unprecedented collapse on the oil market. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | DISCUSSION \n\nModerator\nAndrea Mennillo\, Managing Director and Founding Partner of IDA Capital Ltd.\, London \nInterviewee\nPaolo Scaroni\, Former CEO Eni Oil and Gas Company\, Deputy Chairman of Rothschild Group \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC; Co-Chair of Value Investing Group of CFA Society of New York \n\nHosted By
URL:https://cfany.org/event/down-and-under-the-pandemics-impact-on-the-worlds-oil-industry/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200608T010000
DTEND;TZID=America/New_York:20200608T140000
DTSTAMP:20260714T130655
CREATED:20200608T233813Z
LAST-MODIFIED:20200608T234026Z
UID:61176-1591578000-1591624800@cfany.org
SUMMARY:[CFA Society Boston Webinar] Shared Caregiving: How Fathers May Hold the Key to Women's Advancement
DESCRIPTION:OverviewAn important but sometimes overlooked issue in addressing the challenges women face in terms of career development and advancement is the role that men play in the family and on the homefront. While corporate efforts to support women through mentoring\, job rotation\, leadership training and accelerated development programs are important\, the existence of a shared caregiving model at home is perhaps even more important when it comes to helping women advance. \nResearch conducted by the Boston College Center for Work & Family over the last decade on working fathers has shown the evolution of men’s attitudes and aspirations for a more equitable distribution of family responsibilities. At the same time however\, men’s aspirations toward shared caregiving does not always reflect reality on the ground. In spite of fathers’ good intentions\, mothers still do more than twice as much in terms of domestic tasks and caregiving. This fact may represent the greatest single obstacle to women’s advancement. This imbalance has often been referred to not as the glass ceiling\, but rather the “maternal wall.” \nJoin us for a review of this research on today’s fathers and a discussion of how understanding this is important to women and men in both their professional and personal lives. Our presenter will be Professor Brad Harrington executive director of the Center for Work & Family and a research professor in the Carroll School of Management. \nThis event is complimentary and open to members and non-members. Registrants will receive dial-in information the Friday before the start of the event. \nAdditional DetailsLearning Outcomes \n\nHow a shared caregiving model at home can help women advance in their careers\nReview of research conducted by the Boston College Center for Work & Family over the last decade on working fathers\nMothers do more than twice as much in terms of domestic tasks and caregiving\, an obstacle to women’s career advancement\nUnderstanding how more equitable distribution of family responsibilities can impact women and men in both their professional and personal lives
URL:https://cfany.org/event/cfa-society-boston-webinar-shared-caregiving-how-fathers-may-hold-the-key-to-womens-advancement/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200608T100000
DTEND;TZID=America/New_York:20200608T110000
DTSTAMP:20260714T130655
CREATED:20200427T202000Z
LAST-MODIFIED:20200528T165837Z
UID:60090-1591610400-1591614000@cfany.org
SUMMARY:What's Next for India's Infrastructure and Other Investments?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from Prakash Rao\, of India’s sovereign wealth fund National Investment and Infrastructure Fund (NIIF)\, about the agenda for the second largest country in the world\, by population. \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\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nAmit Chakarabarty\, Director\, Institutional Relations\, South & Southeast Asia\, CFA Institute \n\n\nInterviewee\nPrakash Rao\, Executive-Director of Investments\, National Investment and Infrastructure Fund (NIIF) \n\n\n10:45 AM | Q&A FROM AUDIENCE \n\n11:00 AM |  CLOSING REMARKS & ADJOURNMENT \n\nSanjay Arora\, CFA\, CMA\, ACA\, Managing Director – Institutional Fixed Income Capital Markets\, Raymond James; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nInfrastructure funding\nAsset Allocation\nEmerging markets
URL:https://cfany.org/event/whats-next-for-indias-infrastructure-and-other-investments/
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:20200608T120000
DTEND;TZID=America/New_York:20200610T140000
DTSTAMP:20260714T130655
CREATED:20200106T162840Z
LAST-MODIFIED:20200610T162816Z
UID:57663-1591617600-1591797600@cfany.org
SUMMARY:30th Annual High Yield Bond Conference
DESCRIPTION:OverviewA three-day virtual conference \nMaster Class \nmonday\, June 8\nThis program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as aspiring high yield practitioners\, providers of services to high yield managers\, institutional asset allocators\, and investment advisors\, who seek to better understand the role of high yield bonds in their portfolios. \n30th Annual Conference (General Session I & II) \ntuesday\, june 9 & Wednesday\, June 10\nCFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors\, and financial advisors\, who allocate to the high yield asset class\, as well as providers of services to money managers. \nRegistration Options \nDay 1 Only$FREEfor membersNonmembers: $30June 8 (Day 1)Master Class OnlyRegister3-Day Combo$30for membersNonmembers: $90 June 8\, 9 and 10Master Class\, General Session I + IIRegister2-Day Combo$30for membersNonmembers: $80 June 9 and 10 (Days 2 + 3)General Session I + IIRegisterAgendaMaster ClassGeneral Session IGeneral Session IIMaster Class\nMOnday\, June 8\n\n12:00 PM | Welcome & Introductions \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n12:05 PM | The Corporate Bankruptcy Process \nGregory Schwed\, Partner\, Loeb & Loeb LLP \n12:35 PM | Credit Analysis Case Study \nVince Kong\, Senior Credit Analyst\, Aflac Global Investments \n1:20 PM | High Yield Bond Covenants \nLaura Kaufmann Belkhayat\, Partner\, Corporate Finances at Skadden\, Arps\, Slate\, Meagher & Flom LLP & Affiliates \n1:45 PM | Transacting in the High Yield Bond Market Then and Now \nAlan Schlesinger\, Founder and Managing Partner\, Alchemy Management LLC. \n2:20 PM | Conclusion & Adjournment \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session I\nTuesday\, June 9\n\n12:00 PM | Welcome & Introductions \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n12:05 PM | Market Outlook \nMariarosa Verde\, Group Credit Officer\, Moody’s Investors \n12:35 PM | Buy Side Panel \nDavid J. Breazzano\, President\, DDJ Capital Management\, LLC \nGene Neavin\, CFA\, Vice President\, Portfolio Manager\, Senior Investment Analyst\, Federated Hermes \n1:15 PM | Loan Market: the COVID-19 Reset \nJeffrey Bakalar\, Senior Managing Director & Chief Investment Officer\, Senior Loans\, Voya Investment Management \nJudith Fishlow Minter\, Managing Director\, Co-Head Loan Capital Markets\, Royal Bank of Canada Capital Markets \nLeland Hart\, Co-Chief Investment Officer\, Alcentra \nSteven Miller\, Team Leader\, LevFin Intelligence Group\, Fitch Solutions \n1:55 PM | Mutual Funds / ETF \nTodd Rosenbluth\, Senior Director of ETF & Mutual Fund Research\, CFRA \n2:30 PM | Conclusion & Adjournment \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session II\nWednesday\, June 10\n\n12:00 PM | Welcome & Introductions \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n12:05 PM | Keynote Address: Credit Picks for the Current Environment \nBruce Richards\, Chairman & CEO\, Marathon Asset Management LP \n12:40 PM | Research Innovations – Special Focus: Duration \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nNoel Hebert\, CFA\, Global Director of FICC Strategies\, Bloomberg Intelligence \nMichael Anderson\, Head of U.S. Credit Strategy\, Citigroup \n1:25 PM | Leveraged loan Trends \nMarina Lukatsky\, Senior Director\, Leveraged Commentary & Data\, S&P Global Market Intelligence \n2:05 PM | Conclusion & Adjournment \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nEvent Media & Related ContentSee multimedia content from last year’s conference: \n29th Annual High Yield Bond Conference & Master Class »
URL:https://cfany.org/event/30th-annual-high-yield-bond-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200610T140000
DTEND;TZID=America/New_York:20200610T144500
DTSTAMP:20260714T130655
CREATED:20200609T014754Z
LAST-MODIFIED:20200609T014754Z
UID:61182-1591797600-1591800300@cfany.org
SUMMARY:[CFA Institute Webinar] Fixed Income Management—Navigating Risks to Bond Markets from COVID-19
DESCRIPTION:OverviewAttendance is limited. Please register early. \nIn this webinar\, Anne Walsh\, CFA\, will discuss strategies to weather near-term bond market risks from COVID-19 and a global recession and take advantage of attractive fixed income investment opportunities as they unfold. \nDespite zero to negative interest rates in many global bond markets and extraordinary fiscal and monetary policy responses to COVID-19\, corporate credit risk continues to rise. Investment grade bond investors must contend with the downgrade risk of BBBs hanging over markets that is likely to be exacerbated by a deep global recession. Anne Walsh\, CFA will analyze current market dynamics in corporate credit and other fixed income sectors\, explore the effects and unintended consequences of recent policy responses and discuss fixed income strategies to navigate risks and potential investment opportunities ahead. \nAdditional DetailsAnne Walsh\, CFA\nChief Investment Officer\, Fixed-Income\, Guggenheim \nAnne Walsh\, CFA\, is chief investment officer for fixed income at Guggenheim Partners\, where she also serves as head of the portfolio construction group and portfolio management team. She is responsible for meeting the return and risk needs of the firm’s fixed-income clients\, including insurance companies\, corporate and public pension funds\, sovereign wealth funds\, endowments and foundations\, consultants\, wealth managers\, and high-net-worth investors. Previously\, she served as chief investment officer at Reinsurance Group of America\, Incorporated\, and as vice president and senior investment consultant at Zurich Scudder Investments. She holds BSBA and MBA degrees from Auburn University and a JD degree from the University of Miami School of Law. \nChristopher T. Vincent\, CFA\nCEO\, CFA Society Chicago \nChristopher T. Vincent\, CFA\, is CEO of CFA Society Chicago. Previously\, he served as partner and senior fixed-income portfolio manager at William Blair. He was a portfolio manager for the firm’s Core Fixed Income\, Intermediate Fixed Income\, Low Duration Fixed Income\, and Ready Reserves strategies. Mr. Vincent also served as a portfolio manager at Kemper Financial Services (and its successor firms)\, where he managed core and core plus fixed-income portfolios for institutional clients. He began his investment career as a pension plan sponsor at Ralston Purina. Mr. Vincent has served as chairman\, vice chair\, and secretary/treasurer of the board of directors of CFA Society Chicago and has served on the CFA Institute Annual Conference Advisory Group. He earned a BSBA from the University of Missouri and an MBA from Saint Louis University.
URL:https://cfany.org/event/cfa-institute-webinar-fixed-income-management-navigating-risks-to-bond-markets-from-covid-19/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200615T120000
DTEND;TZID=America/New_York:20200615T130000
DTSTAMP:20260714T130655
CREATED:20200427T211211Z
LAST-MODIFIED:20200611T183406Z
UID:60098-1592222400-1592226000@cfany.org
SUMMARY:A View from the Top of the Real Estate Market
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nView the current pressures on the real estate markets through the lens of one of its stars\, Kent Swig of Swig Equities. \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. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nBrian DeLucia\, Managing Partner\, Arrivato \n\n\nInterviewee\nKent Swig\, Owner\, Swig Equities \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nSanjay Arora\, CFA\, CMA\, ACA\, Managing Director – Institutional Fixed Income Capital Markets\, Raymond James; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nCommercial real estate\nWealth management and diversification around concentrated assets
URL:https://cfany.org/event/a-view-from-the-top-of-the-real-estate-market/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200617
DTEND;VALUE=DATE:20200619
DTSTAMP:20260714T130655
CREATED:20200106T171130Z
LAST-MODIFIED:20200616T154050Z
UID:57676-1592352000-1592524799@cfany.org
SUMMARY:Ben Graham VII Annual Conference
DESCRIPTION:OverviewA two-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThe Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee (value investment) event. The two-day conference will feature panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned\, and much more! Including: \n\nLearning from some of the leading value investors of today\nExploring alternative value investment strategies in bottom up equity\, credit\, alternatives\, and macro driven approaches\nLearning how to apply advanced research skills to uncover value opportunities\nA diverse slate of first-rate speakers and thought leaders\, drawn from prominent investment organizations\n\n\nThe event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational event. \nConference Dates:\nWed. June 17 & Thurs. June 18 \n\n\n\nStandard Pricing Available Through June 17 \nDay 1 Only$65for membersNonmembers: $125RegisterCombo - Day 1+2$110for membersNonmembers: $200RegisterDay 2 Only$65for membersNonmembers: $125RegisterDay 18:20 AM | WELCOMING REMARKS \n\nKris Thiessen\, CFA\,CAIA\, EA\nChair\, Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\n\n8:25 AM | FORDHAM WELCOME REMARKS \n\nJames Russell Kelly\nDirector\, Gabelli Center for Global Security Analysis \n\n\n8:30 AM | KEYNOTE PRESENTATION \n\nAdam Barth\nDirector of Equity Research\, Gotham Asset Management\, LLC\n \n\n\n9:15 AM | BREAK \n\n9:20 AM | US VALUE PANEL \n\nModerator \nJeremy Miller\nAnalyst\, J.P. Morgan Asset Management \nPanelists \nCharles K. Bobrinskoy\nVice Chairman\, Head of Investment Group\, Ariel Investments \nElliot Trexler\nPresident & Chief Investment Officer\, Global Return Asset Management\, LLC \nMeggan Walsh\, CFA\nSenior Portfolio Manager\, Invesco \nHimayani Puri\nSenior Managing Director\, Director of Research\, First Manhattan Co. \nAndrew Wellington\nChief Investment Officer\, Co-Founder\, Lyrical Asset Management \n\n\n11:25 AM | BREAK \n\n11:30 AM | INTERNATIONAL VALUE PANEL \n\nModerator \nAlistair Dupont\, CFA\, Secretary\, CFA Society New York Value Investing Group \nPanelists \nJay Hill\, CFA\nAnalyst\, Investment Committee\, Tweedy Browne \nMicky Jagirdar\nCo-Portfolio Manager\, Global Concentrated\, Ariel Investments \nIsaac Schwartz\nPortfolio Manager\, Robotti Global Fund \nTucker Scott\nFounding Partner\, Portfolio Manager\, Bergen Park Capital \n\n\n1:15 PM | BREAK \n\n1:20 PM | ADVANCED FINANCIAL RESEARCH \nIntroduced by Mathias Strohfeldt\, CFA\, Co-Chair\, CFANY Value Investing Group \n\nCheryl Strauss Einhorn\nFounder\, CSE Consulting \n\n\n2:00 PM | CLOSING REMARKS \n\nMathias Strohfeldt\, CFA\nCo-Chair\, CFANY Value Investing Group \n\nDay 28:55 AM | WELCOMING REMARKS \n\nMichael Chang\, CFA\nVice Chair\, CFANY Value Investing Group \n\n\n9:00 AM | DIFFERENTIATED & DIVERSIFYING INVESTMENT STRATEGIES PANEL \n\nModerator \nSanford “Sandy” Rich\nExecutive Director\, NYC Board of Education Retirement System \nPanelists \nMichelle Borré\, CFA\nHead of Fundamental Alternative Strategies\, Invesco  \nJonathan Brolin\nFounder and Managing Partner\, Edenbrook Capital\, LLC \nNancy Davis\nFounder\, Managing Partner\, Quadratic Capital \nGlenn H. Tongue\, MBA\nGeneral Partner\, Portfolio Manager\, Deerhaven Capital Management \n\n\n10:45 AM | BREAK \n\n10:50 AM | CREDIT & HIGH YIELD KEYNOTE \nIntroduced by Yi Fu Lee\, CFA\, CPA\, CAIA\, Equity Research Director\, Oppenheimer & Co. Inc. \n\nJamie Zimmerman\nPortfolio Manager and Founder\, Litespeed \n\n\n11:25 AM | CREDIT & HIGH YIELD PANEL \n\nModerator\n\nAnders Maxwell\nSenior Advisor\, PJ Solomon \nPanelists \nMark Howard\, CFA \nManaging Director\, Senior Multi-Asset Specialist\, BNP Paribas \nMartin Fridson\, CFA\nChief Investment Officer\, Lehmann Livian Fridson Advisors \nWilliam Schatz\nDirector\, CarVal Investors \nJamie Zimmerman\nPortfolio Manager and Founder\, Litespeed \n\n\n1:00 PM | BREAK \n\n1:05 PM | KEYNOTE PRESENTATION \nIntroduced by Joseph Cordi\, CFA\, Vice President and Equity Research Analyst\, Citi Investment Management \n\nDoug Noland\nTS Portfolio Manager\, Maps Market Strategist\, McAlvany Wealth Management \n\n\n1:50 PM | CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\nCo-Chair\, CFA Society New York Value Investing Group \n\nEvent Media & Related Content\n\nSee more multimedia from last year’s conference: \nBen Graham VI Annual Conference » \nSponsorship
URL:https://cfany.org/event/ben-graham-vii-annual-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T093000
DTEND;TZID=America/New_York:20200617T103000
DTSTAMP:20260714T130655
CREATED:20200609T003454Z
LAST-MODIFIED:20200609T220626Z
UID:61180-1592386200-1592389800@cfany.org
SUMMARY:[CAIA Association Webinar] Gender Parity in the Age of COVID-19: Minor shift or breakthrough?
DESCRIPTION:OverviewIn this one-hour discussion\, we’ll talk with three heads of organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Has the current pandemic changed the dynamics enabling women to be more effective workers\, leaders\, and mentors? How can we capitalize on remote work – increasing exposure of young women and girls to finance and providing leadership training that may play to women’s strengths? \nJoin CAIA Managing Director Deborah McLean in a conversation with Amanda Pullinger\, CEO\, 100 Women in Finance\, Janet Cowell\, CEO\, Girls Who Invest\, and Lindsay Burton\, Founder & President\, Kayo Conference Series– you are sure to come away energized and with a new perspective on what could be. \nSpeakersLindsay Burton\nFounder & President\, Kayo Conference Series \nJanet Cowell\nChief Executive Officer\, Girls Who Invest \nAmanda Pullinger\nChief Executive Officer\, 100 Women in Finance \nAdditional DetailsLearning Outcomes \n\nHow to close the gap in both interest and success in the financial fields for women and girls\nHas the current pandemic changed the dynamics enabling women to be more effective workers\, leaders\, and mentors?\nHow can we capitalize on remote work – increasing exposure of young women and girls to finance and providing leadership training that may play to women’s strengths?
URL:https://cfany.org/event/caia-association-webinar-gender-parity-in-the-age-of-covid-19-minor-shift-or-breakthrough/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T120000
DTEND;TZID=America/New_York:20200619T200000
DTSTAMP:20260714T130655
CREATED:20200511T142916Z
LAST-MODIFIED:20200511T143014Z
UID:60454-1592395200-1592596800@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 12PM – 8PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 12pm to 8pm EST. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200622T120000
DTEND;TZID=America/New_York:20200622T130000
DTSTAMP:20260714T130655
CREATED:20200602T053247Z
LAST-MODIFIED:20200603T215436Z
UID:61037-1592827200-1592830800@cfany.org
SUMMARY:Value Investing Group Meeting: Sovereign Debt: A Looming Debt Crisis?
DESCRIPTION:OverviewThe Centennial Speaker Series presents a moderated conversation with Anne-Laure Kiechel\, founding partner of Global Sovereign Advisory. Kiechel will discuss sovereign debt and address the question: How should bilateral institutional and government lending partners respond to the need for an efficient resolution of what appears to be a looming debt crisis? \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | DISCUSSION \n\nModerator \nAndrea Mennillo\, Managing Director and Founding Partner of IDA Capital Ltd.\, London \nInterviewee \n Anne-Laure Kiechel\, Founding Partner of Global Sovereign Advisory \n\n\n12:45 PM | Q & A \n\n1:00 PM |  CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC\, Co-Chair of Value Investing Group of CFA Society of New York \n\nHosted by
URL:https://cfany.org/event/value-investing-group-meeting-sovereign-debt-a-looming-debt-crisis/
LOCATION:Virtual Only
CATEGORIES:Interest Group Meetings,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200622T180000
DTEND;TZID=America/New_York:20200622T190000
DTSTAMP:20260714T130655
CREATED:20200427T212003Z
LAST-MODIFIED:20200619T224133Z
UID:60103-1592848800-1592852400@cfany.org
SUMMARY:One Local Retirement Fund Investor's View
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nNatalie Jenkins Sorrell\, Deputy Chief Investment Officer – ERF Dallas shares her views of the US markets and managing through the volatility. \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\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nBill J. Kelly\, Chief Executive Officer\, CAIA Association \n\n\nInterviewee\nNatalie Jenkins Sorrell\, Deputy CIO\, ERF Dallas \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nPublic and private market asset allocation\nManager search & selection
URL:https://cfany.org/event/one-sovereign-investors-view/
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:20200625T100000
DTEND;TZID=America/New_York:20200625T110000
DTSTAMP:20260714T130655
CREATED:20200608T165009Z
LAST-MODIFIED:20200608T230924Z
UID:61153-1593079200-1593082800@cfany.org
SUMMARY:[CAIA Association Webinar] The Next Decade of Alternative Investments: Perspectives from CAIA Association & AIMA
DESCRIPTION:OverviewPlease join Bill Kelly\, CEO\, CAIA Association\, Jack Inglis\, CEO AIMA\, John Bowman\, Senior Managing Director\, CAIA Association\, and Michelle Noyes\, Managing Director\, AIMA – AMRS as they discuss CAIA’s recent industry report\, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship. \nBoth CAIA and AIMA will discuss the research behind the report and CAIA Association’s four-point call to action for the industry: Commit to education\, embrace transparency\, advocate for diversification\, and democratize but protect. \nAdditional DetailsLearning Outcomes \n\nDiscussion of CAIA Association’s recent industry report\, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship\nUnderstand the research behind the report\nLearn about CAIA’s four-point call to action for the industry:  Commit to education\, embrace transparency\, advocate for diversification\, and democratize but protect
URL:https://cfany.org/event/caia-association-webinar-the-next-decade-of-alternative-investments-perspectives-from-caia-association-aima/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200629T120000
DTEND;TZID=America/New_York:20200629T130000
DTSTAMP:20260714T130655
CREATED:20200427T213739Z
LAST-MODIFIED:20200629T164443Z
UID:60111-1593432000-1593435600@cfany.org
SUMMARY:A View of the African Continent
DESCRIPTION:Note: Our third-party livestreaming server is presently experiencing technical difficulties. As such\, we are unable to broadcast today’s webinar “live.” The program is being recorded at this and will be published by 5:00pm (ET) this afternoon. We apologize for the inconvenience. \nOverviewA virtual Asset Owner Series™ event \nHow do asset owners from a sovereign fund\, pension plan and infrastructure fund view the impact of the pressures\, and the values\, on the African continent? \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. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nHubert Danso\, CEO\, Chairman\, Africa Investor (AI) Group \n\n\nInterviewees\nUche Orji\, Chief Executive Officer\, Nigerian Sovereign Investment Authority  \nSolomon Asamoah\, Chief Executive Officer\, Ghana Infrastructure Investment Fund (GIIF) \nDave Uduanu\, CFA\, CEO\, Sigma Pensions Limited\, Nigeria; Chair\, African Pension Fund Network  \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS \n\nSanjay Arora\, CFA\, CMA\, ACA\, Managing Director – Institutional Fixed Income Capital Markets\, Raymond James; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nEmerging Market Sovereign Investments\nInfrastructure Investment\nRates and yields in the current market
URL:https://cfany.org/event/a-view-of-the-african-continent/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200630
DTEND;VALUE=DATE:20200704
DTSTAMP:20260714T130655
CREATED:20200611T183506Z
LAST-MODIFIED:20200908T142711Z
UID:61259-1593475200-1593820799@cfany.org
SUMMARY:Global Policymakers Series (GPS) Inaugural Summit 2020
DESCRIPTION:Global Policymakers Series (GPS)Inaugural Summit 2020OverviewA virtual  Asset Owner Series™ event \nThis series of webinars will include speakers that are political figures in the US\, primarily\, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. \nAgenda and LineupSummit Assets\, Resources »Session 1Session 2Session 3Session 4Session 1Content available Tuesday\, June 30 at 12:00pm (ET)\n        \n    \nSUMMIT INTRODUCTION \nMargaret Franklin\, CFA\, CEO\, CFA Institute \n\nWELCOMING REMARKS \nNoel Lateef\, CEO\, Foreign Policy Association \n\nSUMMIT OPENING KEYNOTE ADDRESS \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nJim Allen\, CFA\, Head – Capital Markets Policy – Americas\, Standards and Advocacy Division\, CFA Institute \n\nKeynote \nHester Peirce\, Commissioner\, Securities and Exchange Commission \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nGOVERNMENT RESPONSE TO COVID-19 \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nNoel Lateef\, President & CEO\, Foreign Policy Association  \n\nPanelists \nThe Hon. Maurizio Greganti\, Deputy Chief of Mission\, Embassy of Italy in Washington\, Italian Republic \nYun-ju Ko\, Director for North American Affairs – Ministry of Foreign Affairs\, Republic of Korea \nHon. Ambassador Huang Ping\, Consul General of the People’s Republic of China in New York\, Republic of China \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nECONOMIC AND SOCIAL RECOVERY \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nRoger Blissett\, Head of Government Affairs\, Mitsubishi UFJ Financial Group\, Inc. \n\nPanelists \nDr. Costis Maglaras\, Dean\, Columbia Business School \nDr. Frank Snowden\, Andrew Downey Orrick Professor Emeritus of History & History of Medicine\, Yale University \nCatherine Loubier\, Delegate General of Québec in New York\, Government of Québec \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nGEOPOLITICAL FALLOUT FROM COVID-19 \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nWillem Kooyker\, Founder and Chairman\, Blenheim Capital Management \n\nPanelists \nThe Hon. Kevin Rudd\, President\, Asia Society Policy Institute; Former Prime Minister\, Australia \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nSESSION 1 CLOSING REMARKS \nNoel Lateef\, President & CEO\, Foreign Policy Association \nSession 2Content available Wednesday\, July 1 at 12:00pm (ET)\n        \n    \nWELCOMING REMARKS \nStephen M. Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director\, Americas Region and Professional Learning\, CFA Institute \n\nCOVID-19 AFRICAN POLICY RESPONSE \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nHubert Danso\, CEO & Chairman\, Africa investor (Ai) \n\nPanelists \nChinelo Anohu\, Head/Senior Director\, Africa Investment Forum\, African Development Bank \nAubrey Hruby\, Senior Fellow\, Atlantic Council \nAdmassu Tadesse\, President & Chief Executive\, Trade & Development Bank \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nCOVID-19’S IMPACT ON SOVEREIGN DEBT LEVELS \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nMarc-Olivier Strauss-Kahn\, Honorary Director General\, Banque de France; Non-Resident Senior Fellow\, The Atlantic Council \n\nPanelists \nMarc Goldwein\, Senior Policy Director\, Committee for a Responsible Federal Budget \nJeff Holland\, Vice President of Research\, The Peter G. Peterson Foundation \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nSUSTAINABLE FINANCE RISING TO THE CHALLENGE: A EUROPEAN PERSPECTIVE \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \n\nPanelists \nBertrand de Mazières\, Director General of Finance\, European Investment Bank (EIB)\, the European Union’s multilateral development bank \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nCOVID-19’S IMPACT ON US PENSION UNDERFUNDING \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nMelissa Waller\, President\, AIF Institute \n\nPanelists \nHon. Joshua Gotbaum\, Guest Scholar\, Brookings \nDominic Garcia\, CIO\, Public Employees Retirement Association of New Mexico \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nGLOBAL UNFUNDED ENTITLEMENT PANEL \nIntroduction\nDaniel Fridson\, Family Member\, Fridson Family Office\n \nModerator \nErol Yayboke\, Deputy Director & Senior Fellow\, Center for Strategic and International Studies \n\nPanelists \nGary Shilling\, Ph.D.\, President\, A. Gary Shilling & Co.\, Inc. \nGene Epstein\, Contributor\, American Institute for Economic Research​​​​​​​ \nJohn Tamny\, Editor\, RealClearMarkets \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \nSession 3Content available Thursday\, July 2 at 12:00pm (ET)\n        \n    \nWELCOMING REMARKS \nDaniel Gamba\, CFA\, Global Head of Active Equity Product Strategy\, BlackRock; Vice-Chair\, CFA Institute Board of Governors \n\nCOVID-19’S IMPACT ON EUROPEAN INVESTMENT POLICY SESSION \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nJoel Paula\, CAIA\, Policy Analyst – Long-term Investment Project\, OECD \n\nPanelists \nJohannes S. Kramer\, CFA\, Senior Investment Strategist – Directorate Risk Management\, European Central Bank \nCarlos Martins\, Senior Portfolio Manager\, European Stability Mechanism \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nMULTILATERAL POLICY RESPONSE TO COVID-19 \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nSuzanne Bishopric\, Former Director of Investment Management Division\, United Nations Joint Staff Pension Fund (UNJSPF) \n\nPanelists \nCarlos Perrone\, Treasurer\, United Nations \nJingdong Hua\, Vice President and Treasurer\, World Bank \nMartin Kimmig\, CFA\, Chief Risk Officer\, Asian Infrastructure Investment Bank \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nCOVID-19’S IMPACT ON ESG / INFRASTRUCTURE SESSION \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nHan Yik\, Head of Institutional Investors\, World Economic Forum \n\nPanelists \nAmy Myers Jaffe\, Senior Fellow\, Council on Foreign Relations \nSonja Gibbs\, CFA\, Managing Director and Head of Sustainable Finance\, Institute of International Finance \nDan Carol\, Director\, Milken Institute Center for Financial Markets \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nCOVID-19 FEDERAL RESPONSE SESSION \nIntroduction\nDaniel Fridson\, Family Member\, Fridson Family Office \nModerator \nDr. John Rutledge\, a “Principal Architect” of President Reagan’s economic policies in 1980-81 \n\nKeynote \nLawrence Kudlow\, Assistant to the President for Economic Policy; Director\, National Economic Council \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \nSession 4\nContent available Friday\, July 3 at 12:00pm (ET)\n        \n    \nWELCOMING REMARKS \nJim Allen\, CFA\, Head – Capital Markets Policy – Americas\, Standards and Advocacy Division\, CFA Institute  \n\nCOVID-19’S IMPACT ON EUROPEAN FINANCIAL POLICY SESSION \nIntroduction\nDaniel Fridson\, Family Member\, Fridson Family Office\n \nModerator \nJosina Kamerling\, Head of Regulatory Outreach EMEA\, CFA Institute \n\nPanelists \nUgo Bassi\, Director of Financial Stability\, Financial Services and Capital Markets Union\, European Commission \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nCOVID-19’S IMPACT ON LATIN AMERICAN MULTILATERAL POLICIES \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nMauro Miranda\, CFA\, FRM\, Managing Partner\, Panda Investimentos AAI Ltda; Presidents Council Representative for Atlantic Islands and Latin America\, CFA Institute \n\nPanelists \nEric Parrado Herrera\, Chief Economist and General Manager of the Research Department\, Inter-American Development Bank \nClosing Remarks\nDaniel Fridson\, Family Member\, Fridson Family Office \n\nSUMMIT CLOSING KEYNOTE SESSION \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nKeynote \nSteven C. Phillips\, M.D.\, M.P.H.\, Senior Fellow\, Chatham House \nClosing Remarks\nDaniel Fridson\, Family Member\, Fridson Family Office\n \n\nSUMMIT CLOSING REMARKS \n Noel Lateef\, President & CEO\, Foreign Policy Association  \n×Summit Resources and Assets\nSession 1\nETFs and Systemic Risks\nCFA Institute Research Foundation / Brief \nAccounting and Disclosure Information (ADI)\nU.S. Securities and Exchange Commission \nRegulation Best Interest — A Small Entity Compliance Guide\nU.S. Securities and Exchange Commission \nStatement of Hester M. Peirce in Response to Release No. 34-88890; File No. S7-13-19\nU.S. Securities and Exchange Commission \nClose×Summit Resources and Assets\nSession 1Session 2Session 3Session 4Session 1\nETFs and Systemic Risks\nCFA Institute Research Foundation / Brief \nAccounting and Disclosure Information (ADI)\nU.S. Securities and Exchange Commission \nRegulation Best Interest — A Small Entity Compliance Guide\nU.S. Securities and Exchange Commission \nStatement of Hester M. Peirce in Response to Release No. 34-88890; File No. S7-13-19\nU.S. Securities and Exchange Commission \nSession 2\nEU Green Bond Standard\nEuropean Commission \nGreen Bond Market Development and EIB\nEuropean Investment Bank \nBlockchain and Cryptocurrency in Africa\nBaker McKenzie \nG20 Hamburg Action Plan\nG20 \nSession 3\n\nTackling coronavirus (COVID‑19) – Contributing to a global effort\nOrganization for Economic Co-operation and Development \nOur response to the coronavirus pandemic\nEuropean Central Bank \nCovid-19 disrupts savings\, spending and summer holidays in Europe\nING \nA European Green Deal\nEuropean Commission \nThe Case for an Infrastructure Predevelopment Fund\nMilken Institute \nEmbracing the New Age of Materiality: Harnessing the Pace of Change in ESG\nWorld Economic Forum \nSustainable Finance Policy & Regulation: The Case for Greater International Alignment\nInstitute of International Finance \nBuilding a Global ESG Disclosure Framework: A Path Forward\nInstitute of International Finance \nCOVID-19 and Supporting the World of Work\nUnited Nations Global Compact \nToward Common Metrics and Consistent Reporting of Sustainable Value Creation\nWorld Economic Forum \nFrom Recovery to Resilience: How Opportunity Zones Can Help Accelerate Post-COVID Economic Resurgence\nMilken Institute \n‘A month of Sundays:’ Electricity use data reveals secrets of coronavirus lockdown lifestyle\nFortune \nLonger-Run Economic Consequences of Pandemics\nFederal Reserve Bank of San Francisco \nA Crisis Like No Other\, An Uncertain Recovery\nInternational Money Fund \n\nSession 4\nEurope’s moment: Repair and prepare for the next generation\nEuropean Union \nCapital markets union action plan\nEuropean Union \nThe Business Case for ESG Investing for Pension and Sovereign Wealth Funds\nInter-American Development Bank June 2020 \n\nCloseSession 1Session 2Session 3Session 4Session 1 \nYour Content Goes Here \nSession 2 \nYour Content Goes Here \nSession 3 \nYour Content Goes Here \nSession 4 \nYour Content Goes Here \n\nAdditional DetailsLearning Outcomes \n\nPublic policy impact on investments\nPublic pension underfunding factors
URL:https://cfany.org/event/presenting-global-policymakers-series/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200630T173000
DTEND;TZID=America/New_York:20200630T183000
DTSTAMP:20260714T130656
CREATED:20200623T180836Z
LAST-MODIFIED:20200629T151554Z
UID:61559-1593538200-1593541800@cfany.org
SUMMARY:Young Leaders Group Career Fair: Advance Your Career With AlixPartners
DESCRIPTION:OverviewJoin us on Tuesday\, June 30th at 5:30pm for the second of these virtual sessions with the global consultancy AlixPartners\, as representatives from their turnaround and restructuring (TRS) and enterprise improvement (EI) teams talk about the firm\, its work\, and how the firms unique culture has allowed AlixPartners to grow from one man and an idea into a global firm with more than 2\,000 employees and $1B+ in revenue. \nMembers that are interested in engaging with AlixPartners’ recruiting needs are strongly encouraged to submit their resumes through the company’s talent management portal by Monday\, June 29th\, and review open positions on the company website. Come with questions! \nAgendaWELCOMING REMARKS\nCompany overview\, lines of business\, recent notable achievements and a case study of how AlixPartners helps transform companies from their operations to their balance sheet \n\nIsabel Arana de Uriarte\, MBA\, Senior Vice President\, Transformation & Restructuring Services \nRyan Sublett\, CFA\, Senior Vice President\, Transformation & Restructuring Services \n\n\nDAY IN THE LIFE PANEL DISCUSSION\nDay in the Life’ presentation given by Brian Jones\, Ryan Sublett and Varun Shah\, who will share their experiences of landing at the firm\, details about their current roles in TRS as well as EI\, and opportunities for advancement \n\nBrian Jones\, Senior Vice President\, Transformation & Restructuring Services \nKay Wang\, CFA\, CAIA\, Consultant\, Transformation & Restructuring Services \nVarun Shah\, Director\, Enterprise Improvement – Private Equity Practice \n\n\nRECRUITMENT & INTERVIEW PANEL DISCUSSION\nIn-depth discussion of AlixPartners’ culture as well as recruitment and interview processes\, particularly in a remote-work setting\, and best practices for candidates interested in pursuing strategic consulting positions  \n\nLauren Reidy\, Senior Talent Acquisition Specialists\, Transformation & Restructuring Services \nJoseph McGovern\, CFA\, Senior Vice President\, Transformation & Restructuring Services \nAndrew Ralph\, CFA\, Director\, Transformation & Restructuring Services \n\n\nQ&A
URL:https://cfany.org/event/young-leaders-group-career-fair-advance-your-career-with-alix-partners/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
END:VCALENDAR