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DTSTART;TZID=America/New_York:20210608T080000
DTEND;TZID=America/New_York:20210609T170000
DTSTAMP:20260717T221916
CREATED:20210420T193501Z
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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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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:20260717T221916
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210623T140000
DTEND;TZID=America/New_York:20210623T164500
DTSTAMP:20260717T221916
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210623T170000
DTEND;TZID=America/New_York:20210623T183000
DTSTAMP:20260717T221916
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T090000
DTEND;TZID=America/New_York:20210624T133000
DTSTAMP:20260717T221916
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T180000
DTEND;TZID=America/New_York:20210624T190000
DTSTAMP:20260717T221916
CREATED:20201222T064758Z
LAST-MODIFIED:20201222T064758Z
UID:65362-1624557600-1624561200@cfany.org
SUMMARY:CFA Society New York Book Club: No Filter
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: No Filter\nAuthor: Sarah Frier
URL:https://cfany.org/event/cfa-society-new-york-book-club-no-filter/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210629T173000
DTEND;TZID=America/New_York:20210629T183000
DTSTAMP:20260717T221916
CREATED:20210526T152557Z
LAST-MODIFIED:20210628T182820Z
UID:68028-1624987800-1624991400@cfany.org
SUMMARY:Leveraging Sponsorship to Catapult Your Career: a Conversation with Cowen
DESCRIPTION:OverviewPresented by CFA Society New York’s Diversity & Inclusion Forum\, and the Young Leaders Group. \nMost of us are familiar with the benefits of mentorship: a reliable mentor can provide incomparable benefits to professionals at various career stages\, offering guidance and input on key decisions. However\, mentorships in a workplace setting will only take you so far when it comes to advancement. Sponsorship\, an advocacy relationship that has been studied and introduced over the last decade\, is the dynamic that accelerates career growth. \nTune in to this discussion\, led by Cowen\, to learn more about how you can leverage sponsorship to build new connections\, achieve your career goals\, and advance your career. This session will feature CFA charterholders at Cowen discussing the role sponsorship has played in their career paths\, with special focus on sponsorship across differences\, and how sponsorship can serve as an important inclusion strategy for leaders. Attendees will learn pragmatic ways to activate sponsorship for themselves through a combination of findings from research published by Harvard Business School and how individuals have deployed sponsorship to flourish and grow professionally. A Q&A session will follow. \nAgenda5:30 PM |  OPENING REMARKS \n\nCaroline Busby\, CFA\, Vice President\, iShares Institutional Bond ETF Team\, BlackRock\, Co-Chair of the Diversity & Inclusion Forum\, CFA Society New York \n\n\n5:35 PM | RESEARCH DISCUSSION \n\nModerator \nRipa Rashid\, Managing Director and Head of Inclusion and Diversity\, Cowen \nPanelists \nPaul Benjamin\, CFA\, Managing Director\, Senior Investment Officer and Senior Investment Strategist\, Cowen \nJonna Kim\, CFA\, Vice President\, Cowen \nRutvik Patel\, CFA\, Vice President\, Strategic Planning & Analysis\, Cowen \n\n\n6:15 PM | Q&A \n\n6:30 PM |  CLOSING REMARKS \n\nAlton E. Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC\, Co-Chair of the Diversity & Inclusion Forum\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the difference between mentorships and sponsorships\nGain insight into the type of advancement sponsorships can facilitate\nDiscuss the outsized impact sponsorships hold for those from minority backgrounds
URL:https://cfany.org/event/the-impact-of-sponsorship-on-positive-di-outcomes-a-conversation-with-cowen/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210630T120000
DTEND;TZID=America/New_York:20210630T133000
DTSTAMP:20260717T221916
CREATED:20210517T202219Z
LAST-MODIFIED:20210617T190642Z
UID:67856-1625054400-1625059800@cfany.org
SUMMARY:Value Investing Workshop: Behavioral Influences in Investment Decision-Making
DESCRIPTION:OverviewAre you facing a challenging decision in your personal or professional life? Join the Value Investing Interest Group for a comprehensive look at the process of human decision-making and learn how to make complex decisions with confidence when you register to participate in this workshop with Cheryl Strauss Einhorn. \nCheryl will present her acclaimed AREA Method framework\, explaining the science and application of this practical problem-solving approach\, before attendees break out into virtual rooms for a chance to practice using the AREA Method in various situations. Then\, the breakout groups will reconvene to summarize key takeaways. Register now to improve your problem-solving skills for life. \nAgenda12:00 PM | OPENING REMARKS \n\nAlistair duPont\, CFA\, Vice Chair of the Value Investing Group\, CFA Society New York \n\n\n12:05 PM | FIRESIDE CHAT \n\nModerated by James Russell Kelly\, Director\, Gabelli Center for Global Security Analysis\, Fordham University \nCheryl Strauss Einhorn\, Founder\, Chief Executive Officer\, Decisive \n\n\n12:25 PM | Q&A \n\n12:40 PM | CASE STUDY \n\n1:25 PM |  CLOSING REMARKS \n\nAlistair duPont\, CFA\, Vice Chair of the Value Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the mechanics of the AREA Method\nLearn when this method is appropriate to use and when not\nPractice applying AREA framework to various situations\n\nSponsored by
URL:https://cfany.org/event/value-investing-workshop-behavioral-influences-in-investment-decision-making/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210706T120000
DTEND;TZID=America/New_York:20210706T130000
DTSTAMP:20260717T221916
CREATED:20210623T160736Z
LAST-MODIFIED:20210630T190423Z
UID:68509-1625572800-1625576400@cfany.org
SUMMARY:Insurance: Innovative Thoughts on Portfolio Construction and Asset Selection
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nInnovation is one of the most important factors in handling the risks presented by unique situations like those in the markets now. Stewart Foley\, CFA\, Managing Partner and Editor-In-Chief of the Insurance AUM Journal will interview Susan Chung\, Senior Vice President and Chief Investment Officer at Amica Mutual Insurance Company on the most innovative portfolio management and due diligence techniques she has seen and used. \n×Registration\, Fees\, PricingMembers & Nonmembers \nMembers: FREE\nNonmembers: $15 \nRegister »\n\nAsset Owners \nAttend FREE — just verify your status as an Asset Owner by filling out our brief request form and\, once verified\, receive your complimentary admission. \n\nCFA Institute Global Passport and CAIA Members \nFind your local video portal page here.CloseCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nStewart Foley\, CFA\, Managing Partner and Editor-In-Chief\, Insurance AUM Journal \n\n\nInterviewee\nSusan Chung\, Senior Vice President and Chief Investment Officer\, Amica Mutual Insurance Company \n\n\n1:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nPortfolio Construction\nAsset Allocation\nRisk Management
URL:https://cfany.org/event/insurance-innovative-thoughts-on-portfolio-construction-and-asset-selection/
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:20210707T180000
DTEND;TZID=America/New_York:20210707T193000
DTSTAMP:20260717T221916
CREATED:20210628T213334Z
LAST-MODIFIED:20210706T135138Z
UID:68553-1625680800-1625686200@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-24/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210707T180000
DTEND;TZID=America/New_York:20210707T193000
DTSTAMP:20260717T221916
CREATED:20201203T122315Z
LAST-MODIFIED:20210309T230257Z
UID:64927-1625680800-1625686200@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \n If you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nThis group meeting\, we will focus on Risk \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-21/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,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:20210708T160000
DTEND;TZID=America/New_York:20210708T181500
DTSTAMP:20260717T221916
CREATED:20210428T004659Z
LAST-MODIFIED:20210706T195321Z
UID:67599-1625760000-1625768100@cfany.org
SUMMARY:Green Signs: The Impact of New ESG & Climate Reporting Requirements  on Investment Product Features
DESCRIPTION:OverviewJoin CFA Society of New York for an in-depth discussion about the CFA Institute’s May 2021 Exposure Draft of ESG Disclosure Standards for Investment Products. Learn what impacts these standards may have on disclosures of ESG-related features of existing and prospective investment  products\, and  explore new considerations for asset managers in the broader sustainable investing space. \nThe panel will address a series of timely questions\, including:  \n\n Do we need another ESG standard and a new climate framework for investment products?  \nWhat should investors  consider and asset managers disclose on ESG and climate-related features in investment products?\nHow should investors approach the CFA Institute Exposure Draft standards and what are the implications of other policy developments on ESG disclosures in investment products?\n\nThe discussion will consider potential changes voiced by leading policy makers and institutions with a global view.  \nRegister now to join in the conversation. \nAgenda4:00 PM | OPENING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair of the Sustainable Investing Thought Leadership Group\, CFA Society New York \n\n\n4:05 PM | NEW ESG DISCLOSURE STANDARDS FOR INVESTMENT PRODUCTS  \n\nChris Fidler\, Senior Director\, Global Industry Standards\, CFA Institute \n\n\n4:35 PM | BREAK \n\n4:40 PM | PANEL DISCUSSION \n\nModerator \nChris Fowle\, Director of the Americas\, PRI \nPanelists \nEmily Chew\, Executive Vice President\, Chief Responsible Investment Officer\, Calvert Research and Management \nChris Fidler\, Senior Director\, Global Industry Standards\, CFA Institute \nJon Hale\, Ph. D.\, CFA\, Director – ESG Strategy\, Morningstar \nNathalie Wallace\, CIIA\, Head ESG Strategy & Development\, Mirova US \n\n\n5:45 | Q&A \n\n6:10 PM |  CLOSING REMARKS \n\nFrancisco Vazquez Ahued\, CFA\, Public & Project Finance Consultant \n\nAdditional DetailsLearning Outcomes \n\nReview the most current thought leadership on ESG-related features of investment  products\nConsider  thought leadership from policymakers and leading  institutions\nExplore new ways to clearly communicate ESG-related features in investment  products \nCFA Institute’s May 19\, 2021 public press release
URL:https://cfany.org/event/green-signs-impact-new-esg-climate-reporting-requirements-on-investment-product-features/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210709T120000
DTEND;TZID=America/New_York:20210709T133000
DTSTAMP:20260717T221916
CREATED:20210310T214414Z
LAST-MODIFIED:20210611T175120Z
UID:66642-1625832000-1625837400@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewInvesting is historically an early adopter of new algorithms and technology.  The utility of a new idea is straightforwardly measured in money out over money in. Machine Learning and large-scale computing of unstructured\, novel data provides a new set of methods that were developed first by internet companies. These methods primarily provide an informational advantage in an inefficient market where securities are selected based on their underlying intrinsic value.  In this talk I describe the underlying methods\, provide examples of success using these methods\, and I present a roadmap for the impact these methods will have on markets and investing. \nQuantitative Investing Group×Quantitative Investing Group\nThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nCloseGuest SpeakerDr. Michael Recce\, Alpha ROC  \nMichael Recce was the first Chief Data Scientist at Neuberger Berman\, GIC\, the Singapore Sovereign Wealth Fund\, and Point72 Asset Management.   Before taking these roles in the finance industry\, he was head of engineering and the head of modeling and optimization at Quantcast\, where he led a team of machine learning and computer science experts in the design of high volume\, targeted\, real-time bidding for internet advertising.  Earlier in his career\, he was Chief Scientist for Fortent\, and Searchspace that provided market leading transaction monitoring\, risk assessment\, and fraud detection systems for financial institutions. \nDr. Recce was also a product engineering manager at Intel Corporation\, where he led the development of new memory products for the company.  Dr. Recce has published over 60 peer reviewed papers\, and holds eleven patents\, including one for research of a behavioral biometric called dynamic grip recognition\, and is a recipient of the Thomas A. Edison Award [2005]. Dr. Recce has been a tenured faculty member at University College\, London (UCL)\, and a professor of information systems at New Jersey Institute of Technology. He received his bachelor’s degree in Physics from the University of California Santa Cruz and his doctorate in Neuroscience from UCL.
URL:https://cfany.org/event/quantitative-investing-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210712T193000
DTEND;TZID=America/New_York:20210712T210000
DTSTAMP:20260717T221916
CREATED:20210506T230401Z
LAST-MODIFIED:20210506T230401Z
UID:67761-1626118200-1626123600@cfany.org
SUMMARY:Value Investing Roundtable
DESCRIPTION:Group DescriptionThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop.\nJoin Group
URL:https://cfany.org/event/value-investing-roundtable/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210713T180000
DTEND;TZID=America/New_York:20210713T193000
DTSTAMP:20260717T221916
CREATED:20210617T002059Z
LAST-MODIFIED:20210617T002059Z
UID:68329-1626199200-1626204600@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-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210714T120000
DTEND;TZID=America/New_York:20210714T130000
DTSTAMP:20260717T221916
CREATED:20210520T001809Z
LAST-MODIFIED:20210520T004030Z
UID:67876-1626264000-1626267600@cfany.org
SUMMARY:Centennial Speaker Series: Zachary Karabell on Inside Money: Brown Brothers Harriman and the American Way of Power
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nConspiracy theories have always swirled around Brown Brothers Harriman\, and not without reason. Throughout the 19th century\, when America was convulsed by a devastating financial panic essentially every 20 years\, Brown Brothers quietly went from strength to strength\, propping up the U.S. financial system at crucial moments and catalyzing successive booms\, from the cotton trade and the steamship to the railroad\, while largely managing to avoid the unwelcome attention that plagued some of its competitors. By the turn of the 20th century\, Brown Brothers was unquestionably at the heart of what was meant by an “American Establishment.” As America’s reach extended beyond its shores\, Brown Brothers worked hand in glove with the State Department\, notably in Nicaragua in the early 20th century\, where the firm essentially took over the country’s economy. To the Brown family\, the virtue of their dealings was a given; their form of muscular Protestantism\, forged on the playing fields of Groton and Yale\, was the acme of civilization\, and it was their duty to import that civilization to the world. \nIn Inside Money\, acclaimed historian\, commentator\, and former financial executive Zachary Karabell offers the first full and frank look inside this institution against the backdrop of American history. Provided with complete access to the company’s archives\, as well as a thrilling understanding of the larger forces at play\, Karabell has created an X-ray of American power—financial\, political\, cultural—as it has evolved from the early 1800s to the present. Today\, unlike many of its competitors\, Brown Brothers Harriman remains a private partnership and a beacon of sustainable capitalism\, having forgone the heady speculative upsides of the past 30 years but also having avoided any role in the devastating downsides. The firm is no longer in the command capsule of the American economy\, but\, arguably\, that is to its credit. If its partners cleaved to any one adage over the generations\, it is that a relentless pursuit of more can destroy more than it creates. \nCopies of Inside Money will be raffled off to attendees. \nAgenda12:00 PM | OPENING REMARKS \n\n12:05 PM | KEYNOTE PRESENTATION \n\nZachary Karabell\, Ph.D.\, Author\, Inside Money: Brown Brothers Harriman and the American Way of Power \n\n\n12:45 PM |  Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-zachary-karabell-on-inside-money-brown-brothers-harriman-and-the-american-way-of-power/
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:20210714T180000
DTEND;TZID=America/New_York:20210714T193000
DTSTAMP:20260717T221916
CREATED:20210503T175107Z
LAST-MODIFIED:20210713T200543Z
UID:67674-1626285600-1626291000@cfany.org
SUMMARY:Midyear Market Outlook
DESCRIPTION:OverviewHas digital-first collaboration left you feeling out of the loop during recent market moves? Join our Institutional Asset Management interest group for an in-depth Midyear Market Outlook panel\, featuring a range of prominent chief investment officers\, portfolio managers and market strategists. This event will provide an opportunity for attendees to hear about current opportunities and risks in different areas of the industry. While focused investment discussions can often become siloed\, this multifaceted perspective will facilitate thinking that can uncover otherwise-overlooked links in financial instruments.  \nRegister now and join us for an evening of virtual networking\, detailed discussion\, and diverse insight from established market participants.  \nAgenda6:00 PM | WELCOMING REMARKS \n\nLeo Schmidt\, CFA\,  Chair of the Institutional Asset Management Group\, CFA Society New York \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nAdam Shakoor\, CFA\, Portfolio Manager\, Columbia Threadneedle Investments \nPanelists \nDarnell Azeez\, CFA\, Managing Director\, Portfolio Manager\, Lord Abbett \nMaria Giraldo\, CFA\, Managing Director\, Macroeconomics & Investment Research\, Guggenheim Partners \nMarvin Loh\, Senior Global Market Strategist\, Multi-Asset Research\, State Street Global Markets \nPeter Marber\, Ph. D.\, Portfolio Manager\, Head of Emerging Markets\, Aperture Investors \n\n\n7:10 PM |  Q&A \n\n7:30 PM | CLOSING REMARKS \n\nLeo Schmidt\, CFA\,  Chair of the Institutional Asset Management Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nExamine potential market moves and broad expectations \nHear current prognoses from prominent voices \nExplore long-term concerns and opportunities 
URL:https://cfany.org/event/midyear-market-outlook-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210715T190000
DTEND;TZID=America/New_York:20210715T203000
DTSTAMP:20260717T221916
CREATED:20210611T222438Z
LAST-MODIFIED:20210611T222438Z
UID:68210-1626375600-1626381000@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/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210719T120000
DTEND;TZID=America/New_York:20210719T133000
DTSTAMP:20260717T221916
CREATED:20210630T184323Z
LAST-MODIFIED:20210715T165226Z
UID:68610-1626696000-1626701400@cfany.org
SUMMARY:Diverse Views on What’s Next for the Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event\, co-hosted by CFA NY’s Diversity & Inclusion Forum\, and the Institutional Asset Management Group. \nForecasting market movements is difficult at any juncture\, but even more so during periods of uncertainty. Tune in to this virtual conversation to hear diverse professionals discuss their perspectives on what the future holds for the market and how they plan to reach their diversity goals in their firms and their asset selection. \nFeaturing a range of outlooks from asset owners\, CIOs of firms both large and small\, and firms that manage both traditional and alternative assets\, attendees will gain insight not only from the variety of forecast perspectives presented\, but also from the firsthand knowledge and experience our presenters bring to the discussion. \n×Registration\, Fees\, Pricing\nMembers & Nonmembers \nMembers: FREE\nNonmembers: $25 \nRegister »\n\nAsset Owners \nAttend FREE — just verify your status as an Asset Owner by filling out our brief request form and\, once verified\, receive your complimentary admission. \n\nCFA Institute Global Passport and CAIA Members \nFind your local video portal page here. \nCloseCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC; Co-Chair – Diversity & Inclusion Forum\, CFA Society New York \n\n\n12:05 PM | KEYNOTE \n\nAshish Shah\, Co-Head – Global Fixed Income and Liquidity Solutions\, Goldman Sachs Asset Management \n\n\n12:30 PM | DIVERSITY PANEL \n\nModerator\nJoanna Horowitz\, CFA\, Senior Consultant\, Diversity & Inclusion Lead\, Monticello Consulting Group \n\n\nPanelists\nAdeyemi Ajao\, Co-Founder & Managing Partner\, Base10 \nDegas Wright\, CFA\, Founder and Principal\, Decatur Capital Management \nKirk Sims\, CFA\, Senior Investment Manager – Head of Emerging Manager Program\, Teachers Retirement System of Texas \n\n\n1:30 PM |  CLOSING REMARKS \n\nLeo Schmidt\, CFA\, Chair – Institutional Asset Management Group\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nHow market forecasting can inform portfolio construction amid diversity goals\nMarket outlooks\, directly from emerging managers\nHow diverse representation can build stronger investment-management teams\nGlobal macro views
URL:https://cfany.org/event/diverse-views-on-whats-next-for-the-markets/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210719T180000
DTEND;TZID=America/New_York:20210719T193000
DTSTAMP:20260717T221916
CREATED:20210506T224741Z
LAST-MODIFIED:20210713T215543Z
UID:67757-1626717600-1626723000@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. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, or to be added to the Business Management distribution list\, please contact us at bmig@cfany.org or join our LinkedIn Group. \nJOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Group Meeting,Virtual Events & Programming
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END:VCALENDAR