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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210816T120000
DTEND;TZID=America/New_York:20210816T130000
DTSTAMP:20260718T024419
CREATED:20210729T193640Z
LAST-MODIFIED:20210729T195439Z
UID:69188-1629115200-1629118800@cfany.org
SUMMARY:INSURANCE: Subsectors Worth Watching\, According to AFLAC’s CIO
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nSignificant market shifts often begin in the margins. The speakers on our August 16 webinar will share where they see risk and opportunity in small corners of this idiosyncratic market. \nJoin us for an interview of Eric Kirsch (Global Chief Investment Officer and EVP of AFLAC)\, as conducted by interviewer Stewart Foley\, CFA (Managing Partner and Editor-In-Chief of Insurance AUM Journal)\, focused on the details concerning their respective outlooks across an expansive range of subsectors. \n×Registration\, Fees\, PricingMembers & 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.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\nEric Kirsch\, Global Chief Investment Officer\, EVP\, AFLAC \n\n\n1:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nDaniel Fridson\, Senior Advisor\, McCarvill Capital Partners \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager selection and monitoring\nGlobal investments
URL:https://cfany.org/event/insurance-subsectors-worth-watching-according-to-aflacs-cio/
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:20210816T180000
DTEND;TZID=America/New_York:20210816T193000
DTSTAMP:20260718T024419
CREATED:20210506T225155Z
LAST-MODIFIED:20210713T215437Z
UID:67759-1629136800-1629142200@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-2/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210817T180000
DTEND;TZID=America/New_York:20210817T193000
DTSTAMP:20260718T024419
CREATED:20201211T063903Z
LAST-MODIFIED:20210121T230557Z
UID:65236-1629223200-1629228600@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-14/
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:20210818T090000
DTEND;TZID=America/New_York:20210820T170000
DTSTAMP:20260718T024419
CREATED:20210524T214148Z
LAST-MODIFIED:20210803T164949Z
UID:67941-1629277200-1629478800@cfany.org
SUMMARY:Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass - Wall Street Prep
DESCRIPTION: The PE Masterclass: Crushing the paper LBO is just the beginning – Presented by Wall Street Prep \nWhat You’ll LearnLBO Modeling & the PE Deal Process\nThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. \nLed by PE Professionals\nThis boot camp is NOT an academic exercise. It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. \nLearn from the Private Equity’s #1 Trainer\n4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training. \nCFANY.org: $1599.20 Standard Rate: $1\,999 AgendaThis virtual session goes from 9am-5pm EST \nDay 1 | LBO and PE Overview\, LBO Modeling \n\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \n\n\nDay 2 | LBO Modeling/PE Deal Process \n\nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \n\n\nDay 3 | LBO Modeling/PE Deal Process \n\nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \n\n\nOnline | PRE-SEIMNAR 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\, LBO Modeling \n\nWho is this boot camp for?\nInvestment banking analysts planning to or actively interviewing for PE\nMBAs and undergraduates pursuing private equity\nCurrent private equity professionals seeking to improve their skill set\nLeveraged finance and credit professionals seeking a better understanding of their PE clients’ process\n\nBoot Camp DetailsOverviewInstructorsAdditional InformationOverview\nLed by former private equity professional with applied expertise in LBO modeling methodologies\, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job. \nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nAdditional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar. \n\nCPE Credit\nEarn 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\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/breaking-into-private-equity-lbo-modeling-and-pe-deal-process-masterclass-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:20210818T180000
DTEND;TZID=America/New_York:20210818T193000
DTSTAMP:20260718T024419
CREATED:20210628T214016Z
LAST-MODIFIED:20210628T214016Z
UID:68556-1629309600-1629315000@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-27/
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:20210825T090000
DTEND;TZID=America/New_York:20210827T170000
DTSTAMP:20260718T024419
CREATED:20210524T222010Z
LAST-MODIFIED:20210803T164947Z
UID:67952-1629882000-1630083600@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 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 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-virtual-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:20210901T180000
DTEND;TZID=America/New_York:20210901T193000
DTSTAMP:20260718T024419
CREATED:20210625T191918Z
LAST-MODIFIED:20210625T191918Z
UID:68527-1630519200-1630524600@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/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210901T180000
DTEND;TZID=America/New_York:20210901T193000
DTSTAMP:20260718T024419
CREATED:20210512T151504Z
LAST-MODIFIED:20230914T183914Z
UID:67803-1630519200-1630524600@cfany.org
SUMMARY:The Accounting of Cryptoassets: Understanding the Financial Reporting Implications of a New Asset Class
DESCRIPTION:OverviewJoin CFA Society New York for an evening of discussion on the mechanics of cryptocurrency management and valuation. Learn what financial professionals should consider when deciding whether to invest in companies that hold cryptoassets and become acquainted with the ways these assets can appear in reports and disclosures. \nAs these assets move into the mainstream\, investors may encounter more companies holding growing amounts of different cryptoasset types. From Bitcoin to non-fungible tokens\, these assets tend to be volatile; while they have recently grown in value\, they tend to be reported at cost. Register for this in-depth discussion to learn more about the regulatory standards that apply to cryptoasset reporting\, as well as the rationale behind these standards. \nAgenda6:00 PM | WELCOMING REMARKS \n\nFrancisco Vazquez Ahued\, CFA\, FRM\, Independent Consultant \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nEdward Li\, Ph.D.\, Associate Professor\, City University of New York \nPanelists \nVivian Fang\, Honeywell Professor of Accounting\, University of Minnesota \nDavid Gonzales\, Vice President\, Senior Accounting Analyst\, Moody’s Investor Service \nShripad Joshi\, CPA\, Senior Director\, Accounting Officer\, S&P Global Ratings \n\n\n7:10 PM |  Q&A \n\n7:30 PM | CLOSING REMARKS \n\nMaribeth Martorana\, CFA\, Vice Chair of the Fintech Thought Leadership Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nReview and understand the most current accounting standards regarding cryptoassets\nRecognize cryptoasset accounting specificities\nUnderstand how cryptoasset holding affects valuation
URL:https://cfany.org/event/the-accounting-of-cryptoassets-understanding-the-financial-reporting-implications-of-a-new-asset-class/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Fintech Thought Leadership Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210902T120000
DTEND;TZID=America/New_York:20210902T140000
DTSTAMP:20260718T024419
CREATED:20210810T031527Z
LAST-MODIFIED:20230914T183810Z
UID:69306-1630584000-1630591200@cfany.org
SUMMARY:Better Investor Outcomes: How the SEC and CFA Institute’s New Diversity\, Equity\, and Inclusion (DEI) Codes Will Impact and Improve the Industry
DESCRIPTION:OverviewTune in to this can’t-miss discussion centering on diversity\, equity\, and inclusion (DEI) in the investment industry—and stay abreast of the latest information regarding CFA Institute’s initiative\, aimed at developing a voluntary code designed to guide DEI. \nAs the Securities and Exchange Commission (SEC) increasingly looks to integrate DEI disclosure requirements into rule-making\, CFA Institute has taken the lead in developing these guidelines\, recognizing that\, historically\, diversity of perspectives yields better investor outcomes. \nAttendees will hear directly from SEC and investment practitioners as they examine developments in DEI—as well as CFA Institute’s new suggested DEI code—and discuss the ways in which an inclusive investment industry will better serve our society’s diverse membership community. \nAgenda12:00 PM | WELCOMING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Co-Chair – Diversity & Inclusion Forum\, CFA Society New York \n\n\n12:05 PM | IMPORTANCE OF DEI FOR CAPITAL MARKET INTEGERITY WITH THE SEC \n\nGilbert Garcia\, CFA\, Managing Partner\, Garcia Hamilton & Associates\, L.P. \n\n\n12:20 PM | CFA INSTITUTE PRESENTATION OF THE NEW DEI CODE  \n\nSarah Maynard\, Global Head\, External Inclusion & Diversity\, CFA Institute \n\n\n12:30 PM | KEYNOTE INVESTOR PRESENTATION ON DEI  \n\nMichael G. Trotsky\, CFA\, Executive Director and Chief Investment Officer\, Pension Reserves Investment Management Board (PRIM) \n\n\n12:40 PM | PANEL DISCUSSION \n\nModerator \nChloe Horne\, Stewardship Specialist\, Principles for Responsible Investment \nPanelists \nGilbert Garcia\, CFA\, Managing Partner\, Garcia Hamilton & Associates\, L.P. \nRobert Greene\, President\, Chief Executive Officer\, National Association of Investment Companies \nKeon Holmes\, CFA\, Investment Managing Director\, Cambridge Associates \nAngela Miller-May\, Chief Investment Officer\, Illinois Municipal Retirement Fund \n\n\n1:35 PM | Q&A \n\n1:55 PM | CLOSING REMARKS \n\nEmily Thomas\, CFA\, Vice Chair – Sustainable Investing Thought Leadership Group\, CFA Society New York \n\n\nAdditional DetailsLearning Outcomes \n\nIdentify and understand the importance of diversity\, equity & inclusion in the investment industry \nLearn to explain and integrate DEI priorities into investment management \nDiscuss the new CFA Institute code on DEI 
URL:https://cfany.org/event/better-investor-outcomes-how-the-sec-and-cfa-institutes-new-diversity-equity-and-inclusion-dei-codes-will-impact-and-improve-the-industry/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210907T090000
DTEND;TZID=America/New_York:20210907T170000
DTSTAMP:20260718T024419
CREATED:20210802T173516Z
LAST-MODIFIED:20210810T180308Z
UID:69203-1631005200-1631034000@cfany.org
SUMMARY:Introduction to SQL – Cognitir
DESCRIPTION:OverviewA one-day virtual conference\, Presented by Cognitir \nHaving a keen understanding of SQL is important as a great deal of corporate data is stored in tabular format . Being able to efficiently work with very large tables to access key information can help professionals add unprecedented value to their organizations as they can better answer various strategic questions after accessing such data. Such information can help organizations develop and sustain competitive advantages . As a result\, employers often rank SQL skills as one of the most important skills for today’s professional . \nIn this hands-on training\, participants will learn introductory SQL concepts and queries\, which will help them effectively work with relational databases. \nEarly Bird Rate\n$415 Members | $519 Nonmembers\nEarly Bird Rate expires August 31st \nCourse Curriculum×Course Curriculum\nDownload Agenda  \nCloseCourse Developers×Course Developers\nYu Chen\nYu is currently a data scientist at Everyday Labs\, an edtech firm\, where he focuses on building data-driven products that help public school districts improve attendance and academic outcomes. He has built machine learning attrition models\, financial data ETL pipelines\, and natural language processing features for technology startups\, financial services companies\, global entertainment distributors\, and large multinationals. \nYu is also an Adjunct Professor of Data Science and Operations at USC\, where he teaches graduate courses on natural language processing and business analytics. \nYu received his MBA from UCLA Anderson and his Masters in Computer Science from Syracuse University. \nCloseAbout Cognitir×About Cognitir\nCognitir is a global training company that helps finance & business professionals and MBA students learn in-demand tech skills so that they can be more data-driven and efficient in their jobs. The company works with most of the largest CFA societies globally to deliver training to their Members and Candidates. Cognitir’s courses cover a variety of topics ranging from SQL to blockchain. As part of your course benefits\, Cognitir provides 6 months of email support to attendees\, a certificate of completion\, and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\n\nUnderstanding of Databases – An overview of relational and nonrelational databases and where SQL fits into the story.\nHands-on SQL experience- This classes use hands-on exercises to help students apply theory to practice. Students write their own SQL queries during the workshop.\nProblem Solving Strategies – Understanding of how to use SQL to answer key strategic questions.\nExposure to Database Management Systems – Understanding of what database management systems exist and how to pick one for your organization.\nProject Portfolio – Coding projects and snippets to showcase if you are job-hunting.\nBoost Your Resume – All Cognitir participants receive a certificate of completion\, and instructions on how to add the course to their LinkedIn profiles\n\n\n\nWho Is This For \nThis class is relevant for professionals in FP&A\, business intelligence\, corporate strategy\, corporate development\, PE/VC\, data analytics\, and data science roles. \nNo prior programming or database experience required. \nFAQs\nDO I NEED EXPERIENCE WITH DATABASES AND/OR COMPUTER PROGRAMMING TO JOIN THIS COURSE? \nNo\, you do not need any prior experience with databases or experience programming to take this course. While some exposure to databases might be helpful in internalizing the concepts\, there are absolutely no prerequisites. Attendees with and without database experience have greatly benefited from taking this course. \nHOW IS THIS COURSE DIFFERENT FROM ADVANCED SQL? \nThis course provides the core SQL foundation but is not able to dive deep into every topic given timing constraints. Advanced SQL provides deeper dives into certain queries and provides more challenging query practice to train participants to handle any query task on the job. \nDO I HAVE THE RIGHT LAPTOP FOR THIS COURSE? \nYou will need a PC (Windows Vista or newer)\, Mac (OS X 10.7 or newer)\, or Linux (Ubuntu\, RedHat and others; CentOS 5+). Please contact us if you are planning to use a different setup for this course. \nDO I NEED TO INSTALL SOFTWARE FOR THIS COURSE? \nYes\, you will need to download and install free database software on your laptop. In case you are planning on using a company laptop\, please make sure that you have the necessary rights to install the tools. You will receive detailed information on the download and installation procedures during the course and Cognitir will assist you with any setup issues.
URL:https://cfany.org/event/introduction-to-sql-cognitir/
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:20210907T180000
DTEND;TZID=America/New_York:20210907T193000
DTSTAMP:20260718T024419
CREATED:20210121T163642Z
LAST-MODIFIED:20210907T184005Z
UID:65682-1631037600-1631043000@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\nTonight’s Topic: Is Facebook and Crypto Payments (Diem formerly Libra) a Gamechanger? Part II \n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-14/
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:20210908T173000
DTEND;TZID=America/New_York:20210909T210000
DTSTAMP:20260718T024419
CREATED:20210819T185224Z
LAST-MODIFIED:20210819T191510Z
UID:69574-1631122200-1631221200@cfany.org
SUMMARY:Introduction to Python for Business and Finance — Cognitir
DESCRIPTION:OverviewA two-day virtual conference\, Presented by Cognitir. \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nSave $100 With Discount Code ‘CognitirNY21’ \nFollow any of the register buttons found on this page to sign up through CFA Society Los Angeles’ website.  Once there\, click the purple register button\, provide your email address\, and check the box marked “Non-Member” on the Attendee Information and Registration Options page to reveal the discount code field! \nScreenshot Guide: How to Apply Discount Code » \nRegister NowAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/introduction-to-python-for-business-and-finance-cognitir/
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:20210908T180000
DTEND;TZID=America/New_York:20210908T190000
DTSTAMP:20260718T024419
CREATED:20201222T070707Z
LAST-MODIFIED:20210709T155647Z
UID:65363-1631124000-1631127600@cfany.org
SUMMARY:CFA Society New York Book Club: A World Without Work
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: A World Without WorkAuthor: Daniel Susskind
URL:https://cfany.org/event/cfa-society-new-york-book-club-world-without-work/
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:20210908T180000
DTEND;TZID=America/New_York:20210908T193000
DTSTAMP:20260718T024419
CREATED:20210628T215717Z
LAST-MODIFIED:20210628T215717Z
UID:68561-1631124000-1631129400@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-28/
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:20210908T180000
DTEND;TZID=America/New_York:20210908T193000
DTSTAMP:20260718T024419
CREATED:20210611T222457Z
LAST-MODIFIED:20210903T140518Z
UID:68214-1631124000-1631129400@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-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210909T180000
DTEND;TZID=America/New_York:20210909T193000
DTSTAMP:20260718T024419
CREATED:20210617T001813Z
LAST-MODIFIED:20210617T001813Z
UID:68322-1631210400-1631215800@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-8/
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:20210910T120000
DTEND;TZID=America/New_York:20210910T133000
DTSTAMP:20260718T024419
CREATED:20210310T214449Z
LAST-MODIFIED:20210907T155708Z
UID:66644-1631275200-1631280600@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewTopic: Generalized Compounding and Growth Optimal Portfolios: Reconciling Kelly and Samuelson\nAuthors: Peter Carr and Umberto Cherubini \nWe generalize the Kelly criterion and the growth-optimal portfolio (GOP) concept beyond log-wealth maximization. We show that models of speculative price dynamics with time change require different compounding algebras leading to GOPs that do not coincide with log-wealth maximization. In particular\, in the Variance Gamma (VG) and the Normal Inverse Gaussian (NIG) models the GOP concepts mimick well-known utility models\, namely power utility and the mean variance approach\, with a parameter that\, in both cases\, is the variance of the stochastic clock. The standard log-wealth maximization model is obtained if the variance of the stochastic clock is set to zero. \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 \nClose
URL:https://cfany.org/event/quantitative-investing-group-meeting-4/
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:20210914T100000
DTEND;TZID=America/New_York:20210914T133000
DTSTAMP:20260718T024419
CREATED:20210810T232349Z
LAST-MODIFIED:20230827T195439Z
UID:69369-1631613600-1631626200@cfany.org
SUMMARY:Putting Beneficiaries First
DESCRIPTION:OverviewAttend our Putting Beneficiaries First series event to learn directly from a slate of accomplished thought leaders in the pension management space. Speakers that represent financial institutions\, asset owner investment staff and trustees\, nonpartisan think tanks\, investment consultants and government officials will lead a series of in-depth conversations on timely\, relevant topics affecting beneficiaries. \nThis series of exclusive data driven discussions is focused on examining attendant risks to pension and entitlement beneficiaries\, including risks presented by increasing government debt levels\, federal entitlement underfunding\, pension underfunding\, technological innovations\, and more. Join us and go well beyond the political noise that obscures real debate and analysis to learn from some of the leading voices in the industry. \nAgenda10:00 AM | KEYNOTE \n\nClive Lipshitz\, Managing Partner\, Tradewind Interstate Advisors \n\n\n11:00 AM | KEYNOTE \n\nDeborah Kidd\, CFA\, Director\, Global Industry Standards\, CFA Institute \n\n\n12:00 PM | FIRESIDE CHAT \n\nInterviewer \nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\nInterviewee \nMonte Tarbox\, Executive Director – Investments\, National Electrical Benefit Fund \n\n\n1:30 PM | CLOSING REMARKS \n\nTBA \n\nAdditional DetailsLearning Outcomes \n\nExplore a range of pension asset allocation issues\nUnderstand trustee fiduciary roles\, obligations\, and long-term planning\nBroaden your perspective on trustee fiduciary risks
URL:https://cfany.org/event/putting-beneficiaries-first/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Putting Beneficiaries First,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210914T120000
DTEND;TZID=America/New_York:20210914T130000
DTSTAMP:20260718T024419
CREATED:20210902T171600Z
LAST-MODIFIED:20210902T174111Z
UID:69753-1631620800-1631624400@cfany.org
SUMMARY:Centennial Speaker Series: Thomas Peterffy in Conversation with Bob Pisani
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance \nJoin us for a conversation with Thomas Peterffy\, chairman and founder of Interactive Brokers Group Inc.\, a global electronic brokerage firm with a market capitalization of more than $30 billion. Peterffy will be interviewed by CNBC senior markets correspondent Bob Pisani. \nAgenda12:00 PM | WELCOME REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\n\n12:05 PM | SPEAKER INTRODUCTIONS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n\n12:08 PM | DISCUSSION \n\nThomas Peterffy\, Chairman\, Founder\, Interactive Brokers Group Inc. \nBob Pisani\, Senior Markets Correspondent\, CNBC \n\n\n12:45 PM | AUDIENCE Q&A \n\n6:30 PM | CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-thomas-peterffy-in-conversation-with-bob-pisani/
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:20210914T173000
DTEND;TZID=America/New_York:20210914T183000
DTSTAMP:20260718T024419
CREATED:20210811T210453Z
LAST-MODIFIED:20210826T142454Z
UID:69407-1631640600-1631644200@cfany.org
SUMMARY:Enhance your Career\, Strengthen Your Network\, Get Involved Become a Society Leader: Board\, Committees\, Interest Groups
DESCRIPTION:OverviewThis is an informational session intended to familiarize CFA Society New York members—particularly those possessing senior-level industry experience—with the Society governance structure\, as well as with the election process for CFA NY’s Board of Directors\, and CFA NY’s Nominations Committee. \nOur virtual attendees will meet members of the current leadership team\, gain insight into the formative role that direct involvement of volunteers like you play in both shaping and realizing CFA Society New York’s vision and mission\, and learn how driving thought leadership—and\, in doing so\, further elevating CFA Society New York’s status as a leading forum within the financial investment community—will not only serve to support Society membership at large\, but have profound impacts on your personal and professional life. \nAs one of the largest member societies of CFA Institute globally\, and a pillar of the local financial investment community\, CFA Society New York is committed to endorsing professional standards of the highest order for our industry. Toward this goal\, CFA Society New York has excelled largely thanks to the stellar leadership and initiative that has been demonstrated by the dedicated\, senior industry professionals who graciously volunteer their time while embodying the core values that CFA Society New York proudly promotes and unwaveringly upholds. \nIf you are a CFA Society New York member\, join this informative event to learn how to get involved\, lend your vision to the leading-edge developments at CFA Society New York and help elevate the organization to be the foremost of its kind for the investment community. \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 \nCandidate Application Forms and More Information \nTo view our Become a Society Leader 2021 informational video\, and to submit your candidate application form for CFA Society New York’s Board of Directors and/or Nominations Committee\, follow the button below. \nBecome a Society LeaderAdditional DetailsLearning Outcomes \n\nAn introduction to CFA NY\, members of leadership team\, its mission and construct.\nInformation about the leadership structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy.\nInformational presentation followed by a Q&A session.
URL:https://cfany.org/event/become-a-society-leader-board-committees-interest-groups-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210915T180000
DTEND;TZID=America/New_York:20210915T193000
DTSTAMP:20260718T024419
CREATED:20210706T162036Z
LAST-MODIFIED:20230914T183503Z
UID:68652-1631728800-1631734200@cfany.org
SUMMARY:Chinese Wealth Management Products\, Safe as Cash
DESCRIPTION:OverviewDo the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA community to discuss the current disclosure of WMPs within China and learn more about the complex risks in the seemingly simple area of cash and cash equivalents on the books of Chinese corporates.  \nWhile WMPs may be able to offer yields far above the rates offered by banks\, the range of potential returns varies widely. Some products may even be presented as guaranteed returns. The dispersion of rates on offer should challenge investors to weigh how riskless these purportedly safe assets are.  \nRecent troubles at the large financial institution Huarong Asset Management should give investors pause\, as the perennial safety of its bonds quickly shattered in April; its once-riskless paper has reached distressed levels of 55 cents on the yuan. Companies with WMPS that own similarly “safe” bonds must now reexamine the risk profile of their normally innocuous cash hoard. Register now to join CFA Society New York’s Financial Reporting and Analysis interest group for this can’t-miss discussion. \nAgenda6:00 PM | OPENING REMARKS \n\nTimothy Kubarych\, CFA\, Deputy Director of Research\, Partner\, Harding Loevner \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nTimothy Kubarych\, CFA\, Deputy Director of Research\, Partner\, Harding Loevner \nPanelists \nLee Gao\, Analyst\, China\, Harding Loevner \nJohn Garnaut\, Founder\, Garnaut Global \nLeland Miller\, Chief Executive Officer\, China Beige Book International \n\n\n7:10 PM |  Q&A \n\n7:25 PM | CLOSING REMARKS \n\nTimothy Kubarych\, CFA\, Deputy Director of Research\, Partner\, Harding Loevner \n\nAdditional DetailsLearning Outcomes \n\nDecipher tiers of asset disclosures to better understand risk \nApply risk assessment to determine management quality and capital allocation decision making \nExamine the ramifications of WMP exposure on optically simple financial metrics
URL:https://cfany.org/event/chinese-wealth-management-products-safe-as-cash/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210920T120000
DTEND;TZID=America/New_York:20210920T133000
DTSTAMP:20260718T024419
CREATED:20210901T145420Z
LAST-MODIFIED:20230914T183407Z
UID:69709-1632139200-1632144600@cfany.org
SUMMARY:Carbon Quotient: Building Accountability for Net Zero Across the Investment Value Chain
DESCRIPTION:OverviewYou’re invited to explore the development and the features of Carbon Quotient™ methodology with experts from accounting\, institutional investors\, and financial regulators. As a growing number of governments\, global companies\, and institutional investors rapidly commit to carbon neutrality or “net zero” by mid-century\, Carbon Quotient™ (CQ)\, a new transition risk tool set\, is well-positioned to meet the need for a comprehensive navigational tool to guide the journey towards net zero.   \nCQ can be used to chart our course\, show our past methodology and current positioning\, and reroute us when we are off track by accurately measuring and reporting our current and predicted climate transition risks and opportunities. CQ works by measuring the transition risk inherent in physical assets that are the source of carbon emissions. By tracking and forecasting progress toward net zero ambitions\, CQ is designed to build meaningful accountability of financial institutions and corporate managers for doing their part to deliver emissions reductions in the real economy.  \nAgenda12:00 PM | WELCOMING REMARKS \n\nAdam Phillips\, Co-Chair – Sustainable Investing Thought Leadership Group\, CFA Society New York \n\n\n12:05 PM| ESTABLISHING CONTEXT FOR FINANCIAL SECTOR GOAL SETTING AND ACCOUNTABILITY THROUGH THE VALUE CHAIN \n\nRobert Schuwerk\, Executive Director\, North America\, Carbon Tracker Initiative\, Inc. \n\n\n12:10 PM | PANELISTS ADDRESS THE FOLLOWING QUESTIONS \n\nWhat are the greatest challenges you face in turning the ship towards a zero-carbon economy?\nWhich stakeholders are most important in terms of measuring performance\, and?\nHow do you measure that performance over time?\n\n\nBREAK \n\n12:30 PM | PRESENTATION OF CARBON QUOTIENT \n\nGreg Rogers\, CPA\, Founder\, Eratosthenes \n\n\nBREAK \n\n12:40 PM | PANEL DISCUSSION \n\nModerator \nRobert Schuwerk\, Executive Director\, North America\, Carbon Tracker Initiative\, Inc. \nPanelists \nStathis Gould\, Director\, Advocacy\, IFAC \nEugene Montoya\,  Climate Intelligence Lead\, Public Affairs\, Sustainability Group\, Wells Fargo & Company \nAndrew Parry\,  Independent Investment Management Practitioner \nSamantha Ross\, Founder\, AssuranceMark \nAnne Simpson\,  Managing Investment Director\, CalPERS\, Climate Action 100+ \n\n\n1:20 PM |  Q&A \n\n1:30 PM | CLOSING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair – Sustainable Investing Thought Leadership Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nLearn to analyze climate change risk  \nCalculate and interpret financial risks from climate change for issuers and investors \nDiscuss and determine how certain asset risks can impact valuation 
URL:https://cfany.org/event/carbon-quotient-building-accountability-for-net-zero-across-the-investment-value-chain/
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:20210920T180000
DTEND;TZID=America/New_York:20210920T193000
DTSTAMP:20260718T024419
CREATED:20210615T225000Z
LAST-MODIFIED:20210713T215057Z
UID:68258-1632160800-1632166200@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-3/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210920T193000
DTEND;TZID=America/New_York:20210920T210000
DTSTAMP:20260718T024419
CREATED:20210506T230549Z
LAST-MODIFIED:20210914T142727Z
UID:67762-1632166200-1632171600@cfany.org
SUMMARY:Value Investing Roundtable
DESCRIPTION:Group Description\nThe 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. \nParticipants are encouraged to come prepared to share an investment idea with the group.  Ideas still in brainstorm or research phases are welcome. \n\nJoin Group
URL:https://cfany.org/event/value-investing-roundtable-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210921T120000
DTEND;TZID=America/New_York:20210921T133000
DTSTAMP:20260718T024419
CREATED:20201210T001415Z
LAST-MODIFIED:20210309T225856Z
UID:65203-1632225600-1632231000@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-13/
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:20210921T180000
DTEND;TZID=America/New_York:20210921T193000
DTSTAMP:20260718T024419
CREATED:20210615T235922Z
LAST-MODIFIED:20210615T235922Z
UID:68267-1632247200-1632252600@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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T090000
DTEND;TZID=America/New_York:20210924T170000
DTSTAMP:20260718T024419
CREATED:20210525T004644Z
LAST-MODIFIED:20210803T164946Z
UID:67960-1632301200-1632502800@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 InformationOverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.Additional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-virtual-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:20210922T180000
DTEND;TZID=America/New_York:20210922T193000
DTSTAMP:20260718T024419
CREATED:20210628T215824Z
LAST-MODIFIED:20210628T215824Z
UID:68562-1632333600-1632339000@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-29/
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:20210923T120000
DTEND;TZID=America/New_York:20210923T133000
DTSTAMP:20260718T024419
CREATED:20210503T173610Z
LAST-MODIFIED:20230914T183240Z
UID:67669-1632398400-1632403800@cfany.org
SUMMARY:Operational Due Diligence in 2021 and Beyond
DESCRIPTION:OverviewInvestment managers and allocators\, as well as service provider partners\, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting\, as well as adapting ODD models and investor relations (“IR”) processes to the new normal. \nAttendees will learn ways to ensure their firms’ ODD processes are effective and well-defined to better attract and retain assets from institutional investors\, while developing a more complete understanding of new potential risks to business operations in a remote environment. The lack of certainty regarding employees’ timetable to return to the traditional office setting lends urgency to this discussion\, which will address the use of combined technology resources and in-person reviews as part of a larger deep dive into the topic. The panel will also discuss how new DEI codes and measures impact firms ODD process. To provide a range of perspectives\, this panel will comprise both allocators and investment managers. \nAgenda12:00 PM | WELCOMING REMARKS \n\nJustin Carreon\, CFA\, Director\, Investment Manager Services\, Alternatives Business Development\, SEI \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nGregg Sommer\, CAIA\, Partner\, US Financial Intermediaries Leader and Head of Mercer Sentinel ODD\, Mercer Investments \nPanelists \nAnushree Mohta\, MBA\, Head of Operational Risk and Operational Due Diligence\, Pagaya Investments \nVincent Molino\, Front Office Solutions – Head of Risk and Operational Risk Management\, Northern Trust \nBenjamin Murray\, CFA\, Chief Operating Officer\, Cypress Creek Partners \n\n\n1:15 PM | Q&A \n\n1:30 PM | CLOSING REMARKS \n\nStephan Puhlmann\, CFA\, CPA\, Senior Controller\, Colbeck Capital Management \n\nAdditional DetailsLearning Outcomes \n\nNavigate fundamental components of the ODD process\nUnderstand best practices for managing your fund’s operational risk\nIdentify significant variance in risks across alternative strategies\, as well as specific “knock-out factor” issues\nLearn to strategically tailor different ODD processes\nHow new DEI codes and measures impact ODD process.\n\nRelated topics \n\nNew SEC and CFAI DEI codes and measures \n\nCFAI Codes and Measures
URL:https://cfany.org/event/operational-due-diligence-in-2021-and-beyond/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,Business Management,CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210927T180000
DTEND;TZID=America/New_York:20210927T190000
DTSTAMP:20260718T024419
CREATED:20210913T195824Z
LAST-MODIFIED:20210913T200040Z
UID:69903-1632765600-1632769200@cfany.org
SUMMARY:Centennial Speaker Series: The Investment Stewardship Series - An ESG and Value Investing Conversation
DESCRIPTION:Overview\nThis event is co-sponsored with CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nJoin us for an evening panel discussion with Gunjan Banati\, Chief Risk Officer and Managing Director at Royce Investment Partners\, and Dianne McKeever\, Chief Investment Officer and Co-Founder of Ides Capital Management LP\, as they discuss ESG and sustainability factors as material opportunities and risk factors for value investors. \n\nAgenda6:00 PM | WELCOME REMARKS \n\nJames Kelly\, Professor\, Director\, The Gabelli Center for Global Security Analysis \n\n\n6:05 PM | DISCUSSION \n\nPanelists \nGunjan Banati\, Chief Risk Officer\, Managing Director\, Royce Investment Partners \nDianne McKeever\, Chief Investment Officer\, Co-founder\, Ides Capital Management LP \n\n\n6:45 PM | AUDIENCE Q&A \n\n7:00 PM | CLOSING REMARKS \n\nJames Kelly\, Professor\, Director\, The Gabelli Center for Global Security Analysis \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-the-investment-stewardship-series-an-esg-and-value-investing-conversation/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
END:VCALENDAR