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DTSTART;TZID=America/New_York:20210522T100000
DTEND;TZID=America/New_York:20210522T160000
DTSTAMP:20260717T212524
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UID:65961-1621677600-1621699200@cfany.org
SUMMARY:Sales & Trading: How Stocks\, Bonds\, and Derivatives are Traded - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn the trading skills to succeed as an equities\, fixed income\, currencies or commodities trader on Wall Street \nLearning OutcomesLearn the Skills of a Wall Street Trader \nDesigned for new traders and those looking to break into trading\, this trading “power session” teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit? \nTaught by Wall Street Traders \nThis intensive virtual training seminar is taught by Eric Cheung\, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan \nCFANY.org: $479.20 Standard Rate: $599 Who is this boot camp for?\nStudents and professionals looking to break into trading\nNew-hire traders at Investment Banks\nNew Hire traders at Hedge Funds\nNew Hire traders at Asset Managers\nAnyone interested in how trading is done on Wall Street\n\nBoot camp DetailsOverviewInstructorAdditional DetailsOverview\nThis instructor-led virtual “Power Session” is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation. \nWhat you will Learn \n\nLearn from Wall Street Traders in a hands-on live trading simulator.\nCompete against your classmates and sharpen your trading skills.\nThis Power Session is the exact training used to prepare new hires traders at some of the largest investment banks in the world.\nLearn how to quote bids and offers.\nUnderstand how to make money trading client flow.\nLearn to move in and out of large positions.\nLearn to trade while staying within your risk limit.\nThe same intensive virtual training used to prepare incoming traders at top investment banks.\n\nInstructor\nThis session is taught by Eric Cheung\, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. Winning the J.P. Morgan Fantasy Futures trading simulation was the first step to his career. During his interview\, when asked “How do you differentiate yourself from all the other candidates\, including many that went to target schools?” Eric’s response\, “You gave over a thousand students the same task in this trading simulation\, and I won!” \nAdditional Details\nSchedule \nThis virtual training session is scheduled for 10a-4p (ET). The session will move back and forth between interactive trading simulation and classroom lecture. \n\nCPE Credit\nEarn 7 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/sales-trading-how-stocks-bonds-and-derivatives-are-traded-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210525T173000
DTEND;TZID=America/New_York:20210525T183000
DTSTAMP:20260717T212524
CREATED:20210510T143519Z
LAST-MODIFIED:20210510T143603Z
UID:67780-1621963800-1621967400@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJoin Group
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210526T170000
DTEND;TZID=America/New_York:20210526T183000
DTSTAMP:20260717T212524
CREATED:20201126T060653Z
LAST-MODIFIED:20201126T061613Z
UID:64819-1622048400-1622053800@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-21/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T120000
DTEND;TZID=America/New_York:20210527T133000
DTSTAMP:20260717T212524
CREATED:20210204T185905Z
LAST-MODIFIED:20210521T165413Z
UID:65899-1622116800-1622122200@cfany.org
SUMMARY:Currency Investing: Sources of Risk and Return
DESCRIPTION:OverviewThe Mesopotamian shekel\, the first known form of currency\, emerged nearly 5\,000 years ago. Today\, the foreign exchange market is the largest financial market in the world\, with a daily volume of $6.6 trillion\, according to the 2019 Triennial Central Bank Survey of FX and OTC derivatives markets. \nWhile many investors are familiar with the risks and rewards associated with traditional markets\, such as equities and bonds\, investors may be less familiar with those relating to currency investing. Our panel discussion aims to demystify the potential sources of alpha and beta within the currency market\, as well as present passive and active approaches to managing foreign currency risk arising from international investment exposures. \nAgenda12:00 PM | WELCOMING REMARKS \n\nPhilip Clements\, CFA\, CAIA\, Associate Director\, Record Currency Management Inc. \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nKartik Ghia\, Systematic Strategist\, Bloomberg \nPanelists \nGalen Haws\, CFA\, CAIA\, Director of Portfolio Management (OCIO)\, Verus Investments \nKristjan Kasikov\, Global Head of CitiFX Quantitative Investor Solutions\, Citi \nLeah Traub\,PhD\,  Partner\, Portfolio Manager\, Lord Abbett \nMee Warren\, CFA\, CAIA\, President\, Bodhi Research Group \n\n\n1:10 PM | Q&A \n\n1:30 PM | CLOSING REMARKS & ADJOURNMENT \n\nPhilip Clements\, CFA\, CAIA\, Associate Director\, Record Currency Management Inc. \n\nAdditional DetailsAreas of Focus \n\nDescribe different sources of currency return\, including currency risk premia (such as carry and value) and currency alpha\nIdentify some of the key risk associated with currency investing\nExplain some potential macro and currency themes that 2021 may present
URL:https://cfany.org/event/currency-investing-sources-of-risk-and-return/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Free for Members,Global Investing Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210601T130000
DTEND;TZID=America/New_York:20210601T170000
DTSTAMP:20260717T212524
CREATED:20210420T163120Z
LAST-MODIFIED:20210803T165000Z
UID:67488-1622552400-1622566800@cfany.org
SUMMARY:Introduction to Equity Research Modeling & Analysis - Wall Street Prep
DESCRIPTION:Demystifying Equity ResearchLearn Quarterly Modeling & Research Best Practices \nLearn how research professionals approach earnings releases and quarterly model updates\, how they formulate the investment thesis\, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA\, and best practices when working with quarterly models. \nLed By Experienced Sell-Side Equity Research Professionals \nThis is an abbreviated version of the training used to onboard sell side research associates at bulge bracket investment banks. \n\n\n\nCFANY.org: $319.20Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. Who is this boot camp for?\nSell-side analysts and associates\nBuy-side analysts and associates\nMBA students and business undergraduates\nAnyone looking to get a better understanding of research\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nLed by experienced sell-side professionals\, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically\, trainees will learn how ER professionals use earnings releases and quarterly model updates\, how they formulate investment theses\, adjustments made to normalize financial metrics to arrive at adjusted EBITDA\, and modeling best practices. \nWhat You’ll Learn\n\n\nUnderstand various factors that make up investment thesis.\nLearn how to approach earnings releases and quarterly model updates.\nGain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.\nLearn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.\nResearch considerations\n\nTypes of reports research professionals develop\nTypical research workflow around earnings releases and quarterly model updates\n\n\nResearch process\n\nFormulating of investment thesis\nDeveloping research best practices\n\n\nAnalysis of earnings reports\n\nMoving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA\n\n\nQuarterly model considerations\n\nAdjustments to quarterly models\n“Wrapping” quarterly into annual forecasts and handling reconciliation challenges\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials\, reusable modifiable Excel model templates\, unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites\nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background should enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/introduction-to-equity-research-modeling-analysis-4-hour-virtual-power-session-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:20210601T180000
DTEND;TZID=America/New_York:20210601T193000
DTSTAMP:20260717T212524
CREATED:20210121T160242Z
LAST-MODIFIED:20210121T160419Z
UID:65661-1622570400-1622575800@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York  leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210602T090000
DTEND;TZID=America/New_York:20210604T170000
DTSTAMP:20260717T212524
CREATED:20210420T174025Z
LAST-MODIFIED:20210803T164959Z
UID:67496-1622624400-1622826000@cfany.org
SUMMARY:Financial & Valuation Modeling - 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 DetailsOverviewScheduleAdditional InformationOverviewThis 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.Additional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-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:20210602T173000
DTEND;TZID=America/New_York:20210603T210000
DTSTAMP:20260717T212524
CREATED:20210406T042058Z
LAST-MODIFIED:20210526T154518Z
UID:67285-1622655000-1622754000@cfany.org
SUMMARY:Introduction to Python
DESCRIPTION:OverviewA two-day virtual conference\, hosted by CFA Society New York & CFA Society Boston. \nPresented by Cognitir \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game . \nStandard Rate\n$519 Members | $623 Nonmembers \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/introduction-to-python-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210602T180000
DTEND;TZID=America/New_York:20210602T193000
DTSTAMP:20260717T212524
CREATED:20201201T000941Z
LAST-MODIFIED:20210304T194321Z
UID:64874-1622656800-1622662200@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events.  \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nThis group meeting\, we will focus on Investment Performance  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210603T120000
DTEND;TZID=America/New_York:20210603T130000
DTSTAMP:20260717T212524
CREATED:20210520T010727Z
LAST-MODIFIED:20210520T010727Z
UID:67877-1622721600-1622725200@cfany.org
SUMMARY:Centennial Speaker Series: Paul Schmelzing to Discuss Lower Forever or Set for a Regime Break? Lessons from Real Interest Rates Since the 14th Century
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nPaul Schmelzing will discuss his groundbreaking research on real interest rate dynamics since the beginning of secondary debt markets\, the topic of one of his Ph.D. chapters. Visiting U.S. and European archives over multiple years\, he reconstructed global real interest rate series that cover 82% of advanced economy gross domestic product (GDP) spanning 700 years\, and he argues that our current negative rate environment has actually been in the making for centuries. Schmelzing will explain why investors during the Italian Renaissance could already have predicted that the global economy would hit the “zero lower bound” in our time\, why there is no such thing as a “normal” or “steady-state” interest rate\, and what chances are the major recent fiscal and monetary stimuli will trigger a structural break from the low inflation\, low rate era. \nFollowing the presentation\, James Grant and Richard Sylla will lead a discussion on the history of interest rates and will take questions from the audience. \nAgenda12:00 PM | OPENING REMARKS \n\n12:05 PM | KEYNOTE PRESENTATION \n\nPaul Schmelzing\, Ph. D.\, Postdoctoral Research Associate\, Yale School of Management \n\n\n5:35 PM | FIRESIDE CHAT \n\nJames Grant\, Financial Journalist; Historian; Founder\, Editor\, Grant’s Interest Rate Observer \nRichard Sylla\, Ph.D.\, Professor Emeritus of Economics\, Former Kaufman Professor of History of Financial Institutions and Markets\, NYU Stern School of Business \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-paul-schmelzing-to-discuss-lower-forever-or-set-for-a-regime-break-lessons-from-real-interest-rates-since-the-14th-century/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210603T130000
DTEND;TZID=America/New_York:20210603T140000
DTSTAMP:20260717T212524
CREATED:20210510T165432Z
LAST-MODIFIED:20210525T191600Z
UID:67782-1622725200-1622728800@cfany.org
SUMMARY:Consultants: How the Decision Making Tools Asset Owners Use to Stay Ahead of Trends are Changing
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHow do a broad cross section of the world’s largest\, most sophisticated asset owners address long-term systemic risks and investment opportunities such as those associated with climate change\, technological disruption\, or low long-term real interest rates? What organizational practices help create competitive advantage in investing to seize opportunities and mitigate risks associated with major trends that might otherwise threaten the ability of an asset owner to achieve their objectives? \nJoin CFA Society New York for a can’t-miss discussion in which Rich Nuzum\, CFA\, President of Mercer’s Investments & Retirement business\, will be interviewed by Duncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds\, to discuss the investment practices leading asset owners use to address global systemic trends in a dynamic global market environment. \nRich will share findings from two years of research that Mercer and the World Economic Forum partnered on and reflections informed by interviews with more than 200 members of the investment community. Attendees will also hear Rich’s perspectives on how ESG\, DE&I\, innovation and the future of work are interacting to create investment risks and opportunities. This discussion is part of our award-winning Asset Owners Series. \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. \nAgenda1:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n1:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \n\n\nInterviewee\nRich Nuzum\, CFA\, President\, Investments & Retirement\, Mercer \n\n\n2:00 PM |  CLOSING REMARKS & ADJOURNMENT \nAdditional DetailsAreas of Focus \n\nDiscuss long-term investing trends\nExplore asset allocation and portfolio construction\nUnderstand the role of due diligence and data
URL:https://cfany.org/event/consultants-how-the-decision-making-tools-asset-owners-use-to-stay-ahead-of-trends-are-changing/
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:20210603T130000
DTEND;TZID=America/New_York:20210603T170000
DTSTAMP:20260717T212524
CREATED:20210420T190610Z
LAST-MODIFIED:20210803T164955Z
UID:67505-1622725200-1622739600@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn how mergers & acquisitions deals are structured \nWhat You’ll LearnM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \nTaught by Experienced M&A Professionals \nThis is NOT an academic exercise. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. \nCFANY.org: $319.20 Standard Rate: $399 Who is this boot camp for?\nInvestment banking and PE analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone looking to get a better understanding of M&A transactions\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models. \n\nUnderstand the differences between asset sales (including 338h10 elections) and stock sales.\nLearn how the different ways to structure a deal creates significant tax and accounting implications for both the buyer and seller.\nUnderstand taxation issues\, including deferred taxes created by the step-up of asset values.\nGain insight into legal considerations in acquisitions.\nKey learning objectives include:\n\nTax Basis Step Ups in Asset Sale vs Stock Sale\nQuantifying PV of Acquirer Tax Benefits in Tax Basis Step Up\nSeller Preferences in M&A Deal Structuring\nCalculating Target Proceeds in M&A in Asset vs. Stock Sale\nTaxable Sales: Introduction and Acquirer Perspective\nTaxable Sales including 338(h)(10): Target Perspective\nNOLs in M&A\nNOLs for 80%+ owned subsidiaries\nSelling S-Corporations and subsidiaries\nAggregate Deemed Sales Price (ADSP)\nNontaxable Sales\n\n\n\nSchedulehis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.Additional Details\nWhat’s Included \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nExperienced Instructors\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/ma-deal-structures-key-concepts-for-investment-bankers-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210604T120000
DTEND;TZID=America/New_York:20210604T133000
DTSTAMP:20260717T212524
CREATED:20201209T231617Z
LAST-MODIFIED:20210601T180746Z
UID:65165-1622808000-1622813400@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nGuest SpeakerCharles-Albert Lehalle\nQuantitative R&D Lead\nAbu Dhabi Investment Authority (ADIA) \nMr. Charles-Albert Lehalle is Quantitative Research & Development Lead at ADIA. \nMr. Lehalle started his career managing AI projects at the Renault research center and moved to the financial industry with the emergence of automated trading in 2005. He was Global Head of Quantitative Research at Crédit Agricole Cheuvreux\, and Head of Quantitative Research on Market Microstructure at Crédit Agricole Corporate Investment Bank\, before moving to Capital Fund Management. \nHe received the 2016 Best Paper Award in Finance from Europlace Institute for Finance (EIF) and has published more than fifty academic papers and book chapters. He co-authored the book “Market Microstructure in Practice” (World Scientific Publisher\, 2nd edition 2018)\, analysing the main features of modern markets.  Click here to read more
URL:https://cfany.org/event/quantitative-investment-group-meeting-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210607
DTEND;VALUE=DATE:20210611
DTSTAMP:20260717T212524
CREATED:20210316T230535Z
LAST-MODIFIED:20210526T182542Z
UID:66812-1623024000-1623369599@cfany.org
SUMMARY:31st Annual High Yield Bond Conference
DESCRIPTION:OverviewIntroduction to High Yield \nMONDAY\, JUNE 7 \nThis program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope\, structure\, and performance\, as well as a how-to on high yield credit analysis. Another session will explain the dynamics of financial workouts and restructurings. This day’s program benefits both new and 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. \n31st Annual Conference (General Sessions I\, II & III) \nTUES\, JUNE 8; WED\, JUNE 9; THURS\, 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 give their views on the best values in today’s market. Experts discuss the default rate outlook\, quantitative methods\, incorporating ESG into credit analysis\, and recent scholarly research findings. 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. \nRegister to AttendMember Registration All Days\, Sessions\, Packages$FREEfor membersNonmember Registration Master Class$50until June 7Master Class (June 7) OnlyHYB Bundle$200until June 10All Days and Sessions1-Day Gen Session$75Until June 10June 8\, 9 or 10Register to AttendAgendaMaster ClassGen Session IGen Session IIGen Session IIIMaster Class\nMonday\, june 7\n\nIntroduction to High Yield Bonds\n12:00 PM | WELCOMING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | SIZE\, STRUCTURE\, AND PERFORMANCE \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:55 PM | BREAK \n\n1:05 PM | WORKOUTS AND RESTRUCTURING \nJoshua Nahas\, Principal\, Wolf Capital Advisors \n\n1:55 PM | BREAK \n\n2:00 PM | FUNDAMENTALS OF HIGH YIELD CREDIT ANALYSIS  \nMatt Zloto\, Co-Head of US HY Research & Sr. Analyst Special Situations\, CreditSights \n\n2:55 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGen Session I\nTUESDAY\, june 8\n\nCurrent Market Strategy\n12:00 PM | WELCOMING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | DISTRESSED PLAYS \nDominique Mielle\, Former Partner and Senior Portfolio Manager\, Canyon Capital \n\n12:40 PM | BREAK \n\n12:45 PM | DEFAULT RATE OUTLOOK \nSharon Ou\, Vice President – Senior Credit Officer\, Moody’s Investors Service \n\n1:35 PM | BREAK \n\n1:45 PM | LEVERAGED LOANS OPPORTUNITIES \nDavid Preston\, CFA\, Head of Structured Credit Research\, AGL Credit \n\n2:15 PM | BREAK \n\n2:20 PM | WHERE ARE THE BEST VALUES RIGHT NOW? \nMatthew Mish\, CFA\, Head of Credit Strategy\, UBS \n\n3:00 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGen Session II\nWEDNESDAY\, june 9\n\nApplied Analysis\n12:00 PM | WELCOMING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | QUANTITATIVE METHODS IN HIGH YIELD \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:55 PM | BREAK \n\n1:05 PM | RATING SPECULATIVE GRADE BONDS \nRobert Schulz\, CFA\, Managing Director\, S&P Global Ratings \n\n1:45 PM | BREAK \n\n1:55 PM | INCORPORATING ESG INTO HIGH YIELD ANALYSIS \nHenry Shilling\, Founder and Director of Research\, Sustainable Research and Analysis LLC \n\n2:50 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGen Session III\nThursday\, june 10\n\nNew Research and Current Perspectives\n12:00 PM | WELCOMING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | A VIEW FROM THE FRONT LINES \nJohn Dixon\, High Yield Bond Trader\, Dinosaur Financial Group LLC \nMartha Metcalf\, CFA\, Head of U.S. Credit\, Portfolio Manager\, Schroders Investment \nWiliam Zox\, CFA\, Portfolio Manager\, Diamond Hill Capital Management\, Inc. \n\n1:05 PM | BREAK \n\n1:15 PM | RECENT FINDINGS IN HIGH YIELD RESEARCH \nTopic #1:Why COVID-19 Affected High Yield and Investment Grade Differently \nAlan Moreira\, Associate Professor of Finance\, University of Rochester \nTopic #2: Impact of ETF on Pricing of Underlying High Yield Bonds \nJohn D. Finnerty\, PhD\, Professor of Finance – Gabelli School of Business\, Fordham University \nTopic #3: Do Bond Investors Know Better than the Credit Rating Agencies? \nProfessor Lei Zhou\, PhD\, PRM\, Professor – College of Business\, Northern Illinois University \n\n2:45 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nRegister to AttendAdditional DetailsLearning Outcomes \n\n\nExplore and discuss career paths and professional development in this time of transformation\nGain insight into advances and developments in equity research techniques\, valuation and portfolio management.\nUnderstand areas where fintech innovation is having an impact on the investment industry now and in the future.
URL:https://cfany.org/event/31st-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:20210607T190000
DTEND;TZID=America/New_York:20210607T203000
DTSTAMP:20260717T212524
CREATED:20201109T180505Z
LAST-MODIFIED:20210607T162244Z
UID:64489-1623092400-1623097800@cfany.org
SUMMARY:Veterans Roundtable Group Meeting
DESCRIPTION:Group DescriptionThe Veterans Committee of CFA Society New York\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFA Society New York members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFA Society New York programming events per year\, and actively participate in other veteran organizations at least six times per year.This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:https://cfany.org/event/veterans-roundtable-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210608T080000
DTEND;TZID=America/New_York:20210609T170000
DTSTAMP:20260717T212524
CREATED:20210420T193501Z
LAST-MODIFIED:20210803T164953Z
UID:67511-1623139200-1623258000@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Unlock the Power of Excel VBA in this 2-day intensive virtual boot camp \nWhat You’ll LearnStart Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \nImmediately Use VBA on the JobWe’ll show you how you can start using macros in a finance setting by running through real-world exercises such as calculating asset returns and building a payback-period calculator. \nNo Coding Experience NeededDesigned for complete newbies and/or those looking for a refresher. No prior programming knowledge is needed \nCFANY.org: $1\,039.20 Standard Rate: $1\,299 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDay 1 | THE VBA ENVIRONMENT; START WRITING YOUR OWN CODE! \n\nOn Day 1\, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \n\n\nDay 2 | REAL-WORLD APPLICATIONS OF VBA FOR FINANCE  \n\nOn Day 2\, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease\, how to build your own userforms and controls and how to query a database. \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\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\n\nThis boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base\, attendees tend to come from the following backgrounds: \n\nFinancial planning and analysis and treasury\nCorporate finance and business development\nCredit analysts\nQuantitative finance and trading\nSell-side / buy side analysts\n\n\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive\, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean\, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Information\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nVirtual Training Sign-In and Setup \nInstructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ. \n\nCPE CreditEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/excel-visual-basic-vba-for-finance-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:20210608T180000
DTEND;TZID=America/New_York:20210608T193000
DTSTAMP:20260717T212524
CREATED:20201130T214106Z
LAST-MODIFIED:20201130T214106Z
UID:64848-1623175200-1623180600@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Institutional Asset Management,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210609T170000
DTEND;TZID=America/New_York:20210609T183000
DTSTAMP:20260717T212524
CREATED:20201126T061445Z
LAST-MODIFIED:20201126T061919Z
UID:64821-1623258000-1623263400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-22/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210611T110000
DTEND;TZID=America/New_York:20210611T120000
DTSTAMP:20260717T212524
CREATED:20210217T230136Z
LAST-MODIFIED:20210528T174835Z
UID:66184-1623409200-1623412800@cfany.org
SUMMARY:Family Offices: A Long Term View of Investments and Philanthropy
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear Binu George\, CFA\, Willet Advisors (Bloomberg family office) and Bruce Zimmerman\, CIO\, Dalio Family Office discuss their investment program changes and managing philanthropic goals. \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. \nAgenda11:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n11:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nBinu George\, CFA\, Managing Director\, Willet Advisors \n\n\nInterviewee\nBruce Zimmerman\, CIO\, Dalio Family Office \n\n\n12:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nLong Term Asset Allocation\nLong Term Planning\nPhilanthropic Planning and Giving
URL:https://cfany.org/event/family-offices-a-long-term-view-of-investments-and-philanthropy/
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:20210614
DTEND;VALUE=DATE:20210619
DTSTAMP:20260717T212524
CREATED:20210201T173654Z
LAST-MODIFIED:20210609T182745Z
UID:65824-1623628800-1624060799@cfany.org
SUMMARY:Ben Graham VIII Annual Conference
DESCRIPTION:OverviewThis year’s Ben Graham VIII Annual Conference will be a week of daily events focusing on value investing\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThe Ben Graham VIII Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The 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 events. \nEarly Bird Pricing Available Through May 31st Single Day Pass$FREEfor membersNonmembers: $751 Day Only5-Day Combo$FREEfor membersNonmembers: $250Day 1 – Day 5 AgendaDay 1Day 2Day 3Day 4Day 5Day 1\nMONDAY\, JUNE 14\n\n11:00 AM | OPENING REMARKS \nMario E. Carias\, CFA\, Managing Director\, Content and Member Services\, CFA Society New York \n\n11:03 AM | FORDHAM OPENING REMARKS \nJames Russell Kelly\, Director\, Gabelli Center for Global Security Analysis\, Fordham University \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction:  Joseph Cordi\, CFA\, Vice President\, Equity Research Analyst\, Citi Investment Management \nDavid Poppe\, President\, Giverny Capital Asset Management\, LLC \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — U.S. VALUE \nModerator \nJeremy Miller\, Executive Director\, J.P. Morgan Asset Management \n\nPanelists \nRoss Frankenfield\, CFA\, Managing Director\, Head of Investment Specialist\, Harbor Capital Advisors\, Inc. \nKenneth Kuhrt\, CPA\, Executive Vice President\, Portfolio Manager\, Ariel Investments \nChristopher Marangi\, Co-Chief Investment Officer\, GAMCO Investors \nWin Murray\, Director of U.S Equity Research\, Harris Associates \nDavid Poppe\, President\, Giverny Capital Asset Management\, LLC \nArthur Young\, Managing Partner\, Portfolio Manager\, Tensile Capital Management \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, Co-Chair of the Value Investing Group\, CFA Society New York \nDay 2\nTUESDAY\, JUNE 15\n\n11:00 AM | OPENING REMARKS \nMichael Chang\, CFA\, Vice Chair of the Value Investing Group\, CFA Society New York \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction: Michael Chang\, CFA\, Vice Chair of the Value Investing Group\, CFA Society New York \nJon Moog\, CFA\, Chief Investment Officer\, Portfolio Manager\, Lizard Investors LLC \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — INTERNATIONAL VALUE MANAGER \nModerator \nKatrina Dudley\, CFA\, Senior Vice President\, Investment Strategist\, Portfolio Manager\, Franklin Mutual Series \nPanelists \nCaroline Cai\, CFA\, Managing Principal\, Portfolio Manager\, Pzena Investment Management \nSean McDonald\, CFA\, Managing Director\, Tweedy\, Browne \nJon Moog\, CFA\, Chief Investment Officer\, Portfolio Manager\, Lizard Investors LLC \nTucker Scott\, CFA\, Founder\, Portfolio Manager\, Bergen Park Capital \nJonathan Silverman\, Senior Investment Analyst\, American Century Investments \nNadine Terman\, Founder\, Chief Executive Officer\, Chief Investment Officer\, Solstein Capital\, LLC \nDale Winner\, CFA\, Lead Portfolio Manager\, EverKey Global Equity\, Wells Fargo Asset Management \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nAnita Hlibczuk\, Senior Analyst\, Harris Douglas Asset Management \nDay 3\nWEDNESDAY\, JUNE 16\n\n11:00 AM | OPENING REMARKS \nRaghav Nayar\, CFA\, Equity Research Senior Associate\, Morgan Stanley \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction: Raghav Nayar\, CFA\, Equity Research Senior Associate\, Morgan Stanley \nBrian Rauscher\, CFA\, Head of Global Portfolio Strategy and Asset Allocation\, Fundstrat Global Advisors \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — ALTERNATIVE VALUE \nModerator \nSanford “Sandy” Rich\, Executive Director\, NYC Board of Education Retirement System \n\nPanelists \nDoug Noland\, Portfolio Manager\, McAlvany Wealth Management \nBrian Rauscher\, CFA\, Head of Global Portfolio Strategy and Asset Allocation\, Fundstrat Global Advisors \nJaret Seiberg\, Managing Director\, Financial Services & Housing Policy Analyst\, Washington Research Group\, Cowen Group\, Inc. \nKevin Smith\, CFA\, Partner\, Chief Investment Officer\, Crescat Capital \nBrett Tejpaul\, Head of Institutional Sales\, Trading\, Custody\, and Prime Services\, Coinbase \nDarin Turner\, Co-Chief Investment Officer\, Invesco \nMatthew Tuttle\, Chief Executive Officer\, Chief Investment Officer\, Tuttle Capital Management \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nPaul Cprek\, CFA\, Director of Account Management\, Earnest Research \nDay 4\nTHURSDAY\, JUNE 17\n\n11:00 AM | OPENING REMARKS \nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Equity/Investment Research\, Vice President\, Cowen Inc. \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction: Yi Fu Lee\, CFA\, CPA\, CMT\, CAIA\, Equity/Investment Research\, Vice President\, Cowen Inc. \nJamie Zimmerman\, Founder\, Chief Executive Officer\, Litespeed Management \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — DISTRESSED DEBT/FIXED INCOME VALUE \nModerator \nDavid J. Breazzano\, President\, Chief Investment Officer\, Portfolio Manager\, DDJ Capital Management\, LLC \n\nPanelists \nErik Codington\, Managing Director\, Head of Project Finance-Americas\, MUFG \nJason Horowitz\, Head of U.S. High Yield Bond Investments\, CIFC Asset Management \nMartha Metcalf\, CFA\, Head of U.S. Credit\, Portfolio Manager\, Schroders Investment \nNiklas Nordenfelt\, CFA\, Head of High Yield\, Invesco \nDavid Rosenberg\, CPA\, Managing Director\, Co-Portfolio Manager\, U.S. High Yield Bonds\, Oaktree Capital \nJamie Zimmerman\, Founder\, Chief Executive Officer\, Litespeed Management \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nAndrew Auslander\, CFA\, Co-Chair of the Value Investing Group\, CFA Society New York \nDay 5\nFRIDAY\, JUNE 18\n\n11:00 AM | OPENING REMARKS \nAlistair duPont\, CFA\, Vice Chair of the Value Investing Group\, CFA Society New York \n\n11:05 AM | KEYNOTE PRESENTATION \nSpeaker Introduction: Alistair duPont\, CFA\, Vice Chair of the Value Investing Group\, CFA Society New York \nJoel Greenblatt\, Managing Principal\, Co-Chief Investment Officer\, Gotham Asset Management \n\n11:35 AM | Q&A \n\n11:50 AM | BREAK \n\n12:00 PM | PANEL — LONG/SHORT VALUE STRATEGIES \nModerator \nCheryl Strauss Einhorn\, Founder\, Chief Executive Officer\, Decisive \n\nPanelists \nChristopher Brown\, Founder\, Aristides Capital LLC \nAndrew Left\, Founder\, Editor\, Citron Research \nMitch Rubin\, J.D.\, CFA\, Chief Investment Officer\, Portfolio Manager\, RiverPark Funds \nKurt Feuerman\, Chief Investment Officer\, Select US Equity Portfolios\, AllianceBernstein \nWhitney Tilson\, Founder\, Chief Executive Officer\, Empire Financial Research \n\n1:15 PM | Q&A \n\n1:45 PM | CLOSING REMARKS \nMathias Strohfeldt\, CFA\, Co-Chair of the Value Investing Group\, CFA Society New York \nAgendaTUESDAY\, JANUARY 12\n\nAlternative Data in Investment Management: Usage\, Challenges and Valuation* \n\nPetter Kolm\, Director of the Mathematics in Finance Master’s Program\, New York University \n\n*This section will not be recorded \nThe Colour of Finance Words \n\nDiego Garcia\, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business\, University of Colorado at Boulder. \n\n Machine Learning in Quantitative Investing \n\nVladimir Zdorovtsov\, Senior Vice President\, Director\, Global Equity Research\, Acadian \n\n\nWednesday\, JANUARY 13\n\n Fundamental Analysis Via Machine Learning \n\nHaifeng You\, Hong Kong University of Science and Technology \n\nThe Changing Economics of Knowledge Production \n\nSimona Abis\, Columbia Business School \n\n Panel Discussion | Data Science in Finance: Applications and Strategy for the Future \n\nPeg DiOrio\, CFA\, Head of Head of Quantitative Equity Portfolio Management\, Voya Investment Management \nStacie L. Mintz\, CFA\, Managing Director\, Co-Head of the Quantitative Equity team and Portfolio Manager\, QMA \nLilian Quah\, CFA\, Managing Director\, Portfolio Manager\, Head of Quantitative Research\, Epoch Investment Partners \n\nAdditional DetailsLearning Outcomes \n\n\nLearning from some of the leading value investors of today\nExploring alternative value investment strategies in credit\, private equity\, and macro-driven approaches\nValue opportunities in distressed and High Yield debt\n\n\n\nSponsorship
URL:https://cfany.org/event/ben-graham-viii-annual-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Sponsored,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210615T180000
DTEND;TZID=America/New_York:20210615T193000
DTSTAMP:20260717T212524
CREATED:20201211T063835Z
LAST-MODIFIED:20210121T230610Z
UID:65234-1623780000-1623785400@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable.  \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-group-meeting-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210617T090000
DTEND;TZID=America/New_York:20210618T170000
DTSTAMP:20260717T212524
CREATED:20210420T201407Z
LAST-MODIFIED:20210420T201407Z
UID:67512-1623920400-1624035600@cfany.org
SUMMARY:Insurance Industry Modeling Boot Camp
DESCRIPTION:Presented by Wall Street Prep\, master insurance industry financial  modeling in this 2-day intensive virtual boot camp \nWhat You’ll LearnThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company. \nCFANY.org: $1\,599.20 Standard Rate: $1\,999 AgendaPlease note: Each daily session goes from 9:00 AM – 5:00 PM EST \n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\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 SyllabusPlease note: Each daily session goes from 9:30 AM – 4:30 PM EST \nView Full Syllabus\n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company \nScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.Additional Information\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nCPE CreditEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/insurance-industry-modeling-boot-camp-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210618T120000
DTEND;TZID=America/New_York:20210618T133000
DTSTAMP:20260717T212524
CREATED:20201211T070045Z
LAST-MODIFIED:20210616T174933Z
UID:65257-1624017600-1624023000@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP \nGuest SpeakersTracey Cameron\, Senior Manager\, Corporate Climate Engagement at Ceres \nTracey joined Ceres in 2019 to develop and execute Ceres’ organizational strategy for advancing the Carbon Asset Risk campaign. Prior to joining Ceres\, Tracey was at Fidelity Investments where she provided voting analysis and recommendations for the Fidelity funds and engaged with portfolio companies on environmental\, social and governance issues across sectors with particular focus on companies operating in the energy and materials sectors. Tracey played an integral role in launching the Fidelity ESG Office\, working across the enterprise to raise awareness of material ESG issues to the investment process. Earlier work in fixed income spanned a range of asset managers and roles in data analysis\, trading and syndicate. Read More \n\nFrancis Byrd\, Managing Partner at Alchemy Strategies Partners LLC. \nFrancis Byrd has 20 years of experience in the corporate governance and ESG fields possessing a wide perspective on the goals and motivations of institutional investors and corporate issuers. Francis has held responsible positions with top institutional investors (TIAA\, the Connecticut Retirement Plans & Trust Funds and the NYC Pension Funds); assessed governance quality at North Americas largest companies on behalf of bondholders and creditors (at Moody’s Investors’ Service) and advised corporate public issuers on how to respond to and engage with activist investors\, ESG advocates\, shareholder proponents and proxy advisor firms (at proxy solicitation/shareholder communications firms The Altman Group and Laurel Hill Advisory). Read more
URL:https://cfany.org/event/sustainable-investing-group-meeting-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210621T180000
DTEND;TZID=America/New_York:20210621T193000
DTSTAMP:20260717T212524
CREATED:20201224T004851Z
LAST-MODIFIED:20201224T005253Z
UID:65393-1624298400-1624303800@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm\, such as how to successfully launch and operate a business. These issues include\, business planning\, enterprise technology\, compliance\, market trends\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management\, while serving as a bridge between the “buy” and “sell” sides. \nJOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-11/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210622T120000
DTEND;TZID=America/New_York:20210622T133000
DTSTAMP:20260717T212524
CREATED:20201209T235444Z
LAST-MODIFIED:20210304T195911Z
UID:65193-1624363200-1624368600@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, or to be added to the Alternative Investments distribution list\, please contact us at aig@cfany.org or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-10/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210622T130000
DTEND;TZID=America/New_York:20210622T140000
DTSTAMP:20260717T212524
CREATED:20210527T232634Z
LAST-MODIFIED:20210601T181756Z
UID:68050-1624366800-1624370400@cfany.org
SUMMARY:Panel Moderation Training
DESCRIPTION:OverviewLooking to hone your presentation and panel moderation skills? Join CFA Society of New York Young Leaders Group for a training session on how to effectively moderate a panel of speakers\, host a fireside chat and lead a small group discussion.  Our speaker\, Katrina Dudley\, CFA (Senior Vice President\, Investment Strategist and Portfolio Manager at Franklin Mutual)\, will share best practices\, discuss potential pitfalls and provide time for Q&A. \nYoung Leaders Group×Young Leaders Group\nThe Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students\, exam candidates\, and recent charterholders) to develop their professional and leadership skills\, facilitate in the building of new relationships\, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials\, industry panel discussions\, career development workshops\, among other events\, \nIf you would like to participate in this group\, or attend industry events\, career development workshops\, speaker series\, and networking opportunities\, please contact us at ylg@cfany.org\, to be added to the Young Leaders distribution list or join our LINKEDIN GROUP. \nCloseSpeakerKatrina Dudley\, CFA\nSenior Vice President\, Investment Strategist\, Portfolio Manager\nFranklin Mutual Series \nKatrina Dudley\, CFA is a Senior Vice President\, Investment Strategist and Portfolio Manager at Franklin Mutual Series a deep value investment manager\, founded in 1949\, part of NYSE listed Franklin Resources\, Inc. with over $1 trillion of assets under management. Prior to joining Mutual Series\, Ms. Dudley worked at Federated Investors\, Inc and Ernst & Young LLP. Ms. Dudley has a passion for advocating for women in investment management.  She is the author of the introduction to the Vault Career Guide to Mutual Funds\, and her upcoming book\, co-authored with Columbia Business School Adjunct Professor Carr\, “Undiversified: The Big Gender Short in Investment Management”\, will be published in Spring 2021. Read more here
URL:https://cfany.org/event/panel-moderation-training/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210623T090000
DTEND;TZID=America/New_York:20210625T170000
DTSTAMP:20260717T212524
CREATED:20210420T180352Z
LAST-MODIFIED:20210803T164959Z
UID:67501-1624438800-1624640400@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \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\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverviewThis 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.Additional InformationWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210623T140000
DTEND;TZID=America/New_York:20210623T164500
DTSTAMP:20260717T212524
CREATED:20210504T171147Z
LAST-MODIFIED:20210514T164648Z
UID:67690-1624456800-1624466700@cfany.org
SUMMARY:Infrastructure as an Asset Class in Today’s Environment
DESCRIPTION:OverviewRecent dramatic shifts in the investment landscape have defined new necessities for communities and businesses\, driving demand for capital in particular infrastructure subsectors. As the pandemic subsides\, certain trends such as energy transition\, strengthening domestic supply chains\, resiliency to climate change\, and digitalization will continue to accelerate\, even while communities return to normal. Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing. \nIntegrating environmental\, social and governance (ESG) considerations into infrastructure investing will determine their stability and sustainability. Attendees from all disciplines are invited to learn more about the risks\, opportunities\, and wide-ranging impacts associated with infrastructure investing. \nAgenda2:00 PM | WELCOMING REMARKS \n\nPatrick Nessenthaler\, Vice President\, REI – Special Situations & Restructuring (REIT-Focused)\, MUFG\, Vice Chair of Alternative Investments Group\, CFA Society New York \n\n\n2:05 PM | KEYNOTE SPEAKER \n\nMarietta Moshiashvili\, CEO and Managing Partner\, Upper Bay \n\n\n2:45 PM | BREAK \n\n3:00 PM |  FIRESIDE CHAT \n\nInterviewed by \nLaurie Mahon\, Vice Chair\, Global Investment Banking\, CIBC Capital Markets \nInterviewee \nPetya Nikolova\, Head of Infrastructure Investments\, NYCRS \n\n*This fireside chat will not be recorded and will be under Chatham House Rules* \n\n3:45 PM | BREAK \n\n3:50 PM | PANEL DISCUSSION \n\nModerator \nMark Weisdorf\, Managing Partner\, Mark Weisdorf Associates \nPanelists \nMac Bell\, MBA\, BASc (Mech Eng)\, Managing Director\, Infrastructure Investments\, Fengate Asset Management \nByron Cantrall\, President / CEO\, LS Networks \nSandhya Ganapathy\, Global Head of Investments and M&A\, EDP Renewables \nJohn Givens\, Senior Developer\, Campus Energy Investments\, ENGIE \n\nNanda Kamat\, Managing Director\, MUFG \n\n\n\n4:45 PM |  CLOSING REMARKS \n\nPatrick Nessenthaler\, Vice President\, REI – Special Situations & Restructuring (REIT-Focused)\, MUFG\, Vice Chair of Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nDevelop an understanding of infrastructure investing strategies\nLearn what distinguishes the asset class (or ‘risk class’) from other alternatives\nUnderstand opportunities presented by the maturity of the asset class\nLearn how this asset class is impacted by concerns regarding climate resiliency and technological disruption\nExplore the role of evolving digital infrastructure as a sub-asset class\nDelve into Public Private Partnerships\nDiscuss ESG considerations in infrastructure investing\nConsider the impact of $6 trillion of proposed Federal stimulus plans on US infrastructure investment
URL:https://cfany.org/event/infrastructure-as-an-asset-class-in-todays-environment/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210623T170000
DTEND;TZID=America/New_York:20210623T183000
DTSTAMP:20260717T212524
CREATED:20201126T061632Z
LAST-MODIFIED:20210622T192851Z
UID:64820-1624467600-1624473000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-23/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T090000
DTEND;TZID=America/New_York:20210624T133000
DTSTAMP:20260717T212524
CREATED:20210609T195027Z
LAST-MODIFIED:20210623T144807Z
UID:68137-1624525200-1624541400@cfany.org
SUMMARY:Global Policymakers Series (GPS): Second Quarter Summit 2021
DESCRIPTION:Global Policymakers Series (GPS)Second Quarter Summit 2021OverviewGlobal Policymakers Series (GPS) – presented quarterly – educates members of CFA Society New York\, and members of our sister societies\, on global policy matters. \nThe financial consequences of the Great Recession led to historic changes in monetary policy\, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful. Such trends demonstrate just how valuable an understanding of global policy\, and changes in regulatory standards\, is to financial professionals in managing their careers and in offering quality client services. Through GPS\, CFA Society New York educates on both fronts\, and does so through a lens devoid of any political or ideological noise. \nAgenda and LineupOrganized with CFA Society Peru and Africa investor (Ai) \n9:00 AM | WELCOME REMARKS \n\nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Chair – Board of Directors\, CFA Society New York \n\n\n9:05 AM | OPENING COMMENTS \n\nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments – Chair\, Advocacy Council for LATAM and the Caribbean \n\n\n9:10 AM | PANEL: THE IMPACT OF CLIMATE CHANGE\, NEGATIVE INTEREST RATES\, TECHNOLOGICAL CHANGES\, GEOPOLITICAL & DEMOGRAPHIC SHIFTS IN INVESTMENTS \n\nPanel \nDaniel Gamba\, CFA\, Managing Director\, Co-Head of Fundamental Equities\, BlackRock \nShawn Reynolds\, Portfolio Manager – Environmental Sustainability and Global Resources\, VanEck \nNiall O’Sullivan\, Chief Investment Officer – Delegated Solutions International\, Mercer \n\n\n9:55 AM | Q&A \n\n10:20 AM | KEYNOTE: THE GLOBAL VIEW FROM HERE \n\nPaul Andrews\, Managing Director – Research\, Advocacy and Standards\, CFA Institute \n\n\n10:30 AM | PANEL: AFRICA FREE TRADE AGREEMENT & REGULATION \n\nModerator \nHubert Danso\, Chief Executive Officer and Chairman\, Africa investor (Ai) Group; Chair\, CFA Asset Owners Council \n\nPanel \nPeter Mulroy\, Secretary General\, FCI \nDamien Bruckard\, Deputy Director for Trade & Investment\, International Chamber of Commerce \nVinco David\, Secretary General\, Berne Union \nProf. Joy Kategekwa\, Advisor\, UNDP’s Regional Bureau for Africa; Founding Head\, UNCTAD Regional Office for Africa (Addis Ababa) \n\n\n11:30 AM | PANEL: NORTH AMERICA\, LATAM & EURO INFRASTRUCTURE \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanel \nViktor Kats\, Managing Partner\, Augment Infrastructure Partners \nDavid Palumbo\, PE\, PMP\, Deputy Commissioner\, Operations\, U.S. Department of the Interior\, Bureau of Reclamation \n\n\n12:30 PM | CLOSING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\nAdditional DetailsAreas of Focus \n\nGlobal Asset Allocation\nTrade Analysis for Investments\nPension Allocation\nMoney Manager Perspectives\n\nFrom Our Presenting Partner: Financial Policy Association (FPA)Great Decisions \nAmerica’s largest discussion program on world affairs \nThe program provides background information and policy options for the eight most critical issues facing America each year and serves as the focal text for discussion groups across the country. \nPurchase the Great Decisions 2021 Briefing Book\, and prepare to discuss the world by getting started today! \nLearn More
URL:https://cfany.org/event/global-policymakers-series-gps-second-quarter-summit-2021/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
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