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X-WR-CALNAME:CFA Society New York
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X-WR-CALDESC:Events for CFA Society New York
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DTSTART:20210314T070000
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TZOFFSETTO:-0500
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DTSTART:20211107T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T180000
DTEND;TZID=America/New_York:20210624T190000
DTSTAMP:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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:20260718T010554
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210720T120000
DTEND;TZID=America/New_York:20210720T133000
DTSTAMP:20260718T010554
CREATED:20201209T235501Z
LAST-MODIFIED:20210304T195926Z
UID:65194-1626782400-1626787800@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-11/
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:20210720T180000
DTEND;TZID=America/New_York:20210720T193000
DTSTAMP:20260718T010554
CREATED:20201211T063849Z
LAST-MODIFIED:20210121T230604Z
UID:65235-1626804000-1626809400@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-13/
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:20210721T180000
DTEND;TZID=America/New_York:20210721T193000
DTSTAMP:20260718T010554
CREATED:20210628T213620Z
LAST-MODIFIED:20210628T213620Z
UID:68554-1626890400-1626895800@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-25/
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:20210728T090000
DTEND;TZID=America/New_York:20210730T170000
DTSTAMP:20260718T010554
CREATED:20210420T180401Z
LAST-MODIFIED:20210803T164957Z
UID:67502-1627462800-1627664400@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\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.Additional 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-3/
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:20210729T180000
DTEND;TZID=America/New_York:20210729T200000
DTSTAMP:20260718T010554
CREATED:20210628T183817Z
LAST-MODIFIED:20210727T174906Z
UID:68542-1627581600-1627588800@cfany.org
SUMMARY:National Security Technology Investment
DESCRIPTION:Reduced Registration Fee ($10) for Veterans & Military Personnel \nVeterans and military personnel are eligible for a discounted registration fee of $10. Click the “Military Discount” button below to verify your status and have your reduced registration rate approved and processed. \nMilitary Discount×Veterans\, Military Personnel Discount\n\nCloseOverviewJoin the Veterans Roundtable interest group for a robust conversation on the use of private capital to support strategic national security innovation. Well-placed investments can help the United States maintain its globally competitive edge in the digital age while facilitating development in areas including cybersecurity\, surveillance\, artificial intelligence\, and robotics.  \nAs the US government continues to publicly seed  innovation through the Department of Defense and Intelligence community technology initiatives\, the private sector faces a unique investment opportunity. Complex security challenges require creative solutions. Investing to support these solutions means more than simply capitalizing on their substantial commercial potential; an investment in secure technology infrastructure is an investment in a secure future for the United States. \nAgenda6:00 PM | OPENING REMARKS \n\nWon Palisoul\, Chair of the Veterans Roundtable\, CFA Society New York \nJasjeet Sood\, CFA\, Founder\, Managing Partner\, Greenwich Capital Partners LLC \n\n\n6:05 PM | KEYNOTE PRESENTATION \n\nFarooq A. Mitha\, Director\, Office of Small Business Programs\, United States Department of Defense \n\n\n6:30 PM | BREAK \n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nHamlet Yousef\, Managing Partner\, IronGate Capital Advisors \nPanelists \nAnthony Cruz\, Principal Cyber Security Architect\, Bank of New York Mellon (BNY Mellon) \nFatema Hamdani\, Co-Founder\, Chief Executive Officer\, Kraus Hamdani Aerospace\, Inc \nDan Madden\, Director\, Mid-Atlantic Region\, National Security Innovation Network \nAnthony Vinci\, Adjunct Senior Fellow\, Technology and National Security\, Center for a New American Security \nSherman Williams\, Managing Partner\, Academy Investor Network \n\n\n7:30 PM | Q&A \n\n7:55 PM |  CLOSING REMARKS \n\nPaul Capon\, Managing Partner\, LunaCap Ventures \n\nAdditional DetailsLearning Outcomes \n\nUnderstand how national security investments are impacted by defense spending \nExplore industrial policies surrounding the development of secure technology infrastructure
URL:https://cfany.org/event/national-security-technology-investment/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210802T110000
DTEND;TZID=America/New_York:20210802T120000
DTSTAMP:20260718T010554
CREATED:20210630T190547Z
LAST-MODIFIED:20210712T204124Z
UID:68615-1627902000-1627905600@cfany.org
SUMMARY:Development Bank Perspective: Optimizing Investments in Sustainable Infrastructure in Emerging Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nTune in to this virtual Asset Owner Series event featuring Prof. Zamir Iqbal\, Vice President\, Finance\, and Chief Financial Officer of the Islamic Development Bank in conversation with Nico Firzli\, President of the World Pensions Council. In this discussion\, Prof. Iqbal will share his perspective on how investors can maximize infrastructure and sustainable development opportunities when investing in emerging markets\, informed by his nearly three decades of experience in the sector. \nDon’t miss this insightful interview-format conversation\, which presents a chance to learn directly from the firsthand perspective of a key figure in global finance. \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. \nAgenda11:00 AM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n11:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council \n\n\nInterviewee\nProf. Zamir Iqbal\, Vice President – Finance\, and Chief Financial Officer\, Islamic Development Bank \n\n\n12:00 PM |  CLOSING REMARKS \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nThe role of infrastructure development in emerging markets\nOptimizing sustainable investments from a development perspective\nGlobal asset allocation and manager selection
URL:https://cfany.org/event/development-bank-optimizing-investments-in-infrastructure-and-sustainable-projects-in-the-emerging-markets/
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:20210803T180000
DTEND;TZID=America/New_York:20210803T193000
DTSTAMP:20260718T010554
CREATED:20210121T162447Z
LAST-MODIFIED:20210121T163402Z
UID:65677-1628013600-1628019000@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-13/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210804T090000
DTEND;TZID=America/New_York:20210806T170000
DTSTAMP:20260718T010554
CREATED:20210524T193317Z
LAST-MODIFIED:20210803T164951Z
UID:67939-1628067600-1628269200@cfany.org
SUMMARY:Financial Modeling for the Oil & Gas Sector -Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn oil & gas modeling the way it’s done on the job \nWhat You’ll LearnBuild a “Job-Ready” O&G Model From Scratch \nThis intensive course is designed to equip O&G finance and industry professionals with the practical financial skill set they need on the job. \nParticipants develop O&G financial and valuation models from scratch using step-by-step instruction on selecting\, locating\, and developing appropriate projection drivers. \nTaught by Experienced O&G Professionals \nThis is NOT an academic exercise. This seminar is taught by experienced energy-focused investment banking professionals with a specific focus on the modeling skills needed to succeed on the job. \nCFANY.org: $1\,359.20 Standard Rate: $1699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | OIL & GAS FINANCIAL STATEMENT MODELING \n\nParticipants develop an Oil & Gas (O&G) financial model completely from scratch\, inputting historical data as well as macro and company specific assumptions to project financial statements using step-by-step instruction on selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | OIL & GAS VALUATION OVERVIEW\, DCF & NAV MODELING \n\nValuation represents the heart of the investment banking and corporate finance skill set. Before building Oil & Gas (O&G) valuation models\, participants will learn the conceptual underpinnings of the valuation framework. \n\n\nDay 3 | OIL & GAS M&A MODELING \n\nInputting deal assumptions\, Calculating shares outstanding\, Allocating purchase price and calculating goodwill\, Building pro forma income and cash flow statements\, Error-checking a merger model and inserting circuit breaker switches. \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\nOil & Gas Financial Statement Modeling\nIntroduction to O&G accounting & financial statement analysis \n\nParticipants will understand dynamics of the O&G industry and the factors determining crude oil and natural gas prices\nLearn the different business segments – upstream\, midstream\, and downstream – that make up the O&G industry\nLearn O&G terminology\, units\, and key terms\nDistinguish between full-cost and successful efforts accounting methods and their impact on financial statements and on financial statement analysis\nLearn the structure and layout of the O&G financial reports and filings (i.e. 10-K\, 10-Q\, annual report)\nLearn how to analyze and interpret O&G financial statements\, footnotes\, and disclosures\nUnderstand how to perform O&G reserves and production ratio analysis\n\nIntroduction to O&G financial modeling \n\nBuilding comprehensive O&G financial models from scratch the way it is done at major financial institutions.\nForecasting crude oil and natural gas prices\nUnderstanding the role of price and volume hedges\nStandard formatting best practices.\nExcel best practices\, efficient formula construction\, and appropriate driver selections\nLearning to use data tables to present various sensitivities to projected financial metrics\nBalancing the balance sheet accounts\, including excess cash and revolver\nFixing circularity problems\, iteration\, and other common modeling troubleshooting\nBalancing sheet / cash flow statement crosschecks\n\nOil & Gas Valuation Overview\, DCF & NAV Modeling\nOverview of O&G valuation modeling \n\nEnterprise value vs. Equity value\nRelative vs. Intrinsic value\nModeling techniques\nCalculating and interpreting multiples\nUseful Excel shortcuts and functions\nThe “football field”\n\nBuilding an O&G Net Asset Valuation (NAV) model \n\nProject cash flows for each major project and field to derive the value of E&P segment\nLearn how to value in-ground versus producing reserves\nUnderstanding proper valuation methodology and drivers for each major O&G business segment\nEstimating the weighted average cost of capital (WACC) and common pitfalls to avoid\nUsing data tables to analyze a broad range of scenarios given different assumptions\n\nOil & Gas M&A Modeling\nBuilding an O&G M&A model \n\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, O&G 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 in O&G transactions\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting O&G operating & synergy projections\nBuilding pro forma income and cash flow statements and making appropriate deal-related adjustments to arrive at accretion/dilution per share on both earnings and cash flow basis.\nError-checking a merger model and inserting circuit breaker switches where appropriate\nPre-tax synergies required to break-even\, and break-even PE analysis\n\nCloseWho is this boot camp for?\nPrivate Equity\, Asset management and Hedge Fund Associates\nInvestment Banking Analysts and Associates\nCorporate Finance and Business Development Professionals\nMBAs and Business Undergraduates\nAnyone seeking to improve their O&G financial and valuation modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar \n\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\nExperienced Instructors\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/financial-modeling-for-the-oil-gas-sector-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:20210804T180000
DTEND;TZID=America/New_York:20210804T193000
DTSTAMP:20260718T010554
CREATED:20210628T213852Z
LAST-MODIFIED:20210628T213852Z
UID:68555-1628100000-1628105400@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-26/
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:20210804T180000
DTEND;TZID=America/New_York:20210804T193000
DTSTAMP:20260718T010554
CREATED:20201203T122707Z
LAST-MODIFIED:20210309T230252Z
UID:64929-1628100000-1628105400@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 Investment Performance  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-22/
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:20210805T160000
DTEND;TZID=America/New_York:20210805T171500
DTSTAMP:20260718T010554
CREATED:20210712T193438Z
LAST-MODIFIED:20210712T203448Z
UID:68677-1628179200-1628183700@cfany.org
SUMMARY:Collaborative Women in Investment Management (WIM) Presents: On the Same Page - WIM Quarterly Book Club\, Featuring Vikram Mansharamani
DESCRIPTION:OverviewPlease join us for the Collaborative WIM quarterly book club event\, hosted by CFA Society Orange County. Come prepared to chat in breakout sessions with your peers and participate in a live Q&A with Vikram Mansharamani. \nCollaborative Women in Investment Management (WIM) is a global initiative comprised of CFA Societies\, FPA Chapters and industry groups who have joined efforts to further our shared vision of inclusion and diversity in capitalism. Our collaboration includes ~80 supporting organizations across the US\, Canada\, Caribbean\, EMEA and Latin America to demonstrate the commitment of the global finance community to inclusion and diversity\, and to support the advancement and development of female leaders of all backgrounds. \nHave you ever followed your GPS device to a deserted parking lot? Or unquestioningly followed the advice of an expert—perhaps a doctor or financial adviser—only to learn later that your own thoughts and doubts were correct? \nAs Vikram Mansharamani shows in this eye-opening and perspective-shifting book\, our complex\, data-flooded world has made us ever more reliant on experts\, protocols\, and technology. Too often\, we’ve stopped thinking for ourselves. Think for Yourself is an indispensable guide for those looking to restore self-reliant thinking in a data-driven and technology-dependent yet overwhelmingly uncertain world. \nAgenda4:00 PM | INTRODUCTIONS \n\n4:05 PM | BREAKOUT ROOMS WITH GUIDED DISCUSSIONS LED BY VOLUNTEERS  \n\n4:50 PM | Q&A \n\nVikram Mansharamani\, Author\, Academic\, Advisor \n\n\n5:10 PM |  CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nLearn how to restore self-reliant thinking in a data-driven and technology-dependent environment\nUnderstand how to best navigate an uncertain world\nNetwork with female professionals across the country
URL:https://cfany.org/event/collaborative-women-in-investment-management-wim-presents-on-the-same-page-wim-quarterly-book-club-featuring-vikram-mansharamani/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Diversity & Inclusion Forum,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210806T120000
DTEND;TZID=America/New_York:20210806T133000
DTSTAMP:20260718T010554
CREATED:20210310T214431Z
LAST-MODIFIED:20210721T173841Z
UID:66643-1628251200-1628256600@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewJoin us and Ronald N. Kahn for an interactive discussion on his book\, Advances in Active Portfolio Management by Richard C. Grinold and Ronald N. Kahn. \nOur new book\, Advances in Active Portfolio Management\, is a companion and successor book to Active Portfolio Management. Articles and essays we have written—together and separately\, mainly since the publication of Active Portfolio Management—compose the chapters in this book. Several of these articles won Bernstein Fabozzi/Jacobs Levy Awards for top articles in the Journal of Portfolio Management. We have chosen articles mainly along three dimensions: a recap of Active Portfolio Management\, advancing the Active Portfolio Management framework\, and applying the Active Portfolio Management framework to newer problems. For each article or group of related articles\, we have added an introduction reviewing the material with the benefit of time and providing context and background useful for reading the articles. One emerging theme that cuts across these articles is optimal portfolio design. This includes topics ranging from the trade-off between information turnover and trading costs\, identifying where the active opportunities are greatest\, the desirability of separating smart beta from pure alpha\, how we must coordinate risk level and gearing for optimal implementation\, how we can overdiversify multistrategy funds with surprisingly negative consequences in bad market states\, and insights into structuring fees. \nAnother theme that cuts across the dimensions of this book and connects it to our prior book is the track record of quantitative investing. This was a fairly small endeavor in 1995. Today\, quantitative investing is a substantial activity\, especially if we include indexing—non-active quantitative investing. On quantitative active management\, our books and articles have helped democratize the framework and approach and helped inform many new entrants into the field\, sometimes with negative consequences as in 2007 when too much money chased very similar ideas. Beyond measuring quantitative equity assets\, another track record metric is the general level of interest in the field as measured by organizations\, conferences\, and journals now devoted to quantitative investing. By this very different measure\, interest in the field appears healthy and robust. \nThe principles of quantitative active management are centered on the analysis of return\, risk\, and cost. These principles were developed and described in Active Portfolio Management. In Advances in Active Portfolio Management\, we have restated those principles in a more contemporary idiom and presented significant advances in the area of product design\, portfolio analytics\, and dynamic portfolio management. \nThe framework continues to evolve. We now have access to vast new sources of data. The age of big data has arrived. This profusion of data is accompanied by—indeed made possible by—dramatic increases in computing power. Machine learning and other advanced techniques are available. The quantitative active manager who can use these powerful tools wisely will prevail in the difficult challenge of active portfolio management. \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 SpeakerRonald N. Kahn\, PhD\, Managing Director\, is Global Head of Systematic Investment Research at BlackRock. He has overall responsibility for the research efforts behind BlackRock Systematic products. \nHis service with the firm dates back to 1998\, including his years with Barclays Global Investors (BGI)\, which merged with BlackRock in 2009. Prior to joining BGI\, he worked as Director of Research at Barra\, where his research covered equity and fixed income markets. \nRonald Kahn is a well-known expert on portfolio management and quantitative investing. He has published numerous articles on investment management\, and\, with Richard Grinold\, authored the influential book Active Portfolio Management: Quantitative Theory and Applications. Read more
URL:https://cfany.org/event/quantitative-investing-group-meeting-3/
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:20210810T180000
DTEND;TZID=America/New_York:20210810T193000
DTSTAMP:20260718T010554
CREATED:20210617T001723Z
LAST-MODIFIED:20210617T001723Z
UID:68321-1628618400-1628623800@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-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210811T090000
DTEND;TZID=America/New_York:20210813T170000
DTSTAMP:20260718T010554
CREATED:20210524T203806Z
LAST-MODIFIED:20210803T164950Z
UID:67940-1628672400-1628874000@cfany.org
SUMMARY:Financial & Valuation Modeling Virtual 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\,359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \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-virtual-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210816
DTEND;VALUE=DATE:20210822
DTSTAMP:20260718T010554
CREATED:20210803T194339Z
LAST-MODIFIED:20210803T203003Z
UID:69267-1629072000-1629590399@cfany.org
SUMMARY:Advanced Risk and Portfolio Management® Quant Bootcamp
DESCRIPTION:OverviewA virtual opportunity\, presented by Advanced Risk and ℙortfolio Management (ARPM)® \nThe Advanced Risk and ℙortfolio Management® Quant Bootcamp is the most intense 6-day course in advanced data science\, quantitative risk management and portfolio construction. \nThe Quant Bootcamp provides an overview across a wide range of advanced quantitative techniques\, applied across asset management\, banking and insurance. \n\nAugust 16-21: attend the core lectures by Dr. Attilio Meucci and the guest lectures by world-renowned quants\nAugust 16-21: submit questions\, participate in review sessions and network with other attendees\nPractice for 3 months in the ARPM Lab with theory\, case studies\, data animations\, code and slides\n\nLearn MoreCourse BrochureCFA NY Discount — $300 Off \nAs a recognized ARPM affiliate organization\, we’re excited to offer our audience $300 OFF the standard course price! To redeem the discount\, select “CFA Society New York” from the Affiliates dropdown at signup. \nNeed Help? Click Here For Instructions » \nAdditional DetailsTopics \nThe Quant Bootcamp is updated year after year. It includes talks from leading industry quants\, as well as lectures on the most advanced quantitative techniques across Data Science and Quantitative Finance. \nSpecific topics include: \n\nMachine learning\nEconometrics\nFactor modeling\nPortfolio construction\nAlgorithmic trading\nInvestment risk management\nLiquidity modeling\nEnterprise risk management\n\nSchedule \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/advanced-risk-and-portfolio-management-quant-bootcamp/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
END:VCALENDAR