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X-WR-CALNAME:CFA Society New York
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
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TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
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TZOFFSETFROM:-0400
TZOFFSETTO:-0500
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DTSTART:20211107T060000
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END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210909T180000
DTEND;TZID=America/New_York:20210909T193000
DTSTAMP:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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:20260718T053542
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210928T090000
DTEND;TZID=America/New_York:20210928T170000
DTSTAMP:20260718T053542
CREATED:20210827T160154Z
LAST-MODIFIED:20210914T194702Z
UID:69658-1632819600-1632848400@cfany.org
SUMMARY:Data Visualization and Business Analytics with Microsoft Power BI – Cognitir
DESCRIPTION:OverviewStrong data culture is a ​sine qua non​ for organizations in the digital age\, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments. When it comes to communicating such insights for business objectives\, a striking data visualization cannot be beaten. \nDuring a single day\, participants will explore an extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards that leverage their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome data preparation obstacles\, and build an interactive dashboard that they can publish to the web. \nThis course uses Power BI because ​Power BI is the uncontested leader​ in the sector as illuminated by Gartner’s Analytics and Business Intelligence Platform Magic Quadrant. \nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nEarly Bird Rate$415 Members | $515 NonmembersEarly Bird Rate expires September 21st \nAdditional DetailsWhat This Course Offers \n\nHands-on data visualization experience Microsoft Power BI and its Power Query engine\nEvery participant leaves with a working dashboard that they can connect to their organization’s data sources\nInsights on how best to automate tedious data workflows with web dashboards\nOverview of data sourcing\, preparation\, and visualization pitfalls\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 \nThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you\, you will most likely find this course useful: \n\nIn my current role\, I spend a lot of time creating reports and/or surfacing the insights they contain.\nI often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it.\nI’m responsible for manually updating the data sources for my team’s regular snapshots and briefs\, and want to reclaim that time.\nI want to conduct my organization’s\, team’s\, or own personal work more effectively by becoming more data-driven.\nI always want to have a current view on certain key metrics for which my company already stores relevant data.\nI want to learn how to incorporate data design and visualization principles into my core practice as a professional.
URL:https://cfany.org/event/data-visualization-and-business-analytics-with-microsoft-power-bi-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:20210928T183000
DTEND;TZID=America/New_York:20210928T193000
DTSTAMP:20260718T053542
CREATED:20210921T183830Z
LAST-MODIFIED:20210927T212437Z
UID:69986-1632853800-1632857400@cfany.org
SUMMARY:Leaders in Digital Assets
DESCRIPTION:OverviewFinancial Women’s Association and CFA Society New York are pleased to co-host their first content-driven event: Leaders in Digital Assets. The virtual event will feature a panel discussion with women at the forefront of the development of this exciting asset class. The discussion will cover industry trends\, the inclusion of women investors\, and careers in digital assets today & in the future. \nRegistration deadline is 2:00pm EST on Tuesday\, September 28th.  \nAgenda6:30 PM | WELCOMING REMARKS \n\n6:35 PM | PANEL DISCUSSION \n\nModerator: \nKim Quinones\, Executive Vice President\, Chief Financial Officer\, Hudson River Park Trust\, and FWA Past President 2000-01 \nPanelists: \nKelly Mathieson\, Chief Client Experience Officer\, Digital Asset\, and FWA Past President 2004-05 \nSandra Ro\, Chief Executive Officer\, Global Blockchain Business Council \nJoanna Zeng\, Senior Account Manager\, Coinbase \n\n\n7:30 PM |  CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nUnderstand what is driving this new asset class and the investable digital assets available today\nLearn how women are (and are not) being represented in a variety of digital assets\nHear what types of roles are available today…plus what to expect going forward as the industry grows\n\nSponsored By
URL:https://cfany.org/event/leaders-in-digital-assets/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210929T140000
DTEND;TZID=America/New_York:20210929T153000
DTSTAMP:20260718T053542
CREATED:20210907T143740Z
LAST-MODIFIED:20230914T183056Z
UID:69783-1632924000-1632929400@cfany.org
SUMMARY:Global Policymakers Series (GPS): Third Quarter Summit 2021
DESCRIPTION:Global Policymakers Series (GPS)Third Quarter Summit 2021OverviewJoin CFA Society New York for our next half-day installment of the Global Policymakers Series (GPS). This Third Quarter Summit will address a variety of perspectives on infrastructure investment in the US\, EU\, and Gulf states. Panelists will discuss the function of\, and potential opportunities presented by\, newer Institutional Investor Public Partnerships that are gaining popularity in Canada\, Australia\, and some African nations; they will also share insight on the ongoing financial stresses that policymakers are facing in the wake of the COVID-19 pandemic. \nThis virtual Summit will further develop attendees’ understanding of global policy and changes in regulatory standards through a lens devoid of any political or ideological noise. \nAgenda2:00 PM | OPENING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n2:05 PM | GLOBAL INFRASTRUCTURE PANEL \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanel \nProf. Walter Kemmsies\, Managing Partner\, The Kemmsies Group \nPeter Taylor\, Co-Head of Infrastructure Group\, and Co-Head Global Infrastructure Opportunity Fund\, Carlyle \n\n\n3:30 PM | CLOSING REMARKS \n\nTBA \n\nAdditional DetailsAreas of Focus \n\nUnderstand the impact of global policies on infrastructure investment opportunities\nDiscover how global trade policies and partnerships shape international economies\n\nFrom Our Presenting Partner: Financial Policy Association (FPA)Great Decisions \nAmerica’s largest discussion program on world affairs \nThe program provides background information and policy options for the eight most critical issues facing America each year and serves as the focal text for discussion groups across the country. \nPurchase the Great Decisions 2021 Briefing Book\, and prepare to discuss the world by getting started today! \nLearn More
URL:https://cfany.org/event/global-policymakers-series-gps-third-quarter-summit-2021/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210930T160000
DTEND;TZID=America/New_York:20210930T170500
DTSTAMP:20260718T053543
CREATED:20210810T020401Z
LAST-MODIFIED:20230914T182945Z
UID:69295-1633017600-1633021500@cfany.org
SUMMARY:Sixth Annual Global Macro Outlook
DESCRIPTION:OverviewRecent changes to global monetary and fiscal policies are complicating the playing field for macro investors\, who face difficult decisions as economies transition out of pandemic shock. This panel discussion\, featuring a diverse slate of trusted macro strategists\, PMs\, and researchers\, will address the impact these policy changes are predicted to have on multi-asset class investing as well as provide a space for speakers to share their insight into dominant political and economic forces\, key macro trends\, and investment opportunities. \nDavid Motsonelidze\, CFA\, Director of Macro Strategy at Stifel will kick off the webinar. Gary Regenstreif\, Director of Thought Leadership Strategy at KPMG\, will moderate a panel comprising Elga Bartsch\, PhD\, Managing Director and Head of Macro Research\, BlackRock Investment Institute; Gabriele Foà\, Portfolio Manager\, Algebris Investments; and Clifton Hill\, Global Macro Portfolio Manager at Acadian Asset Management. Register now to learn from leaders in the macro investing space and hone your own strategy. \nAgenda4:00 PM | OPENING REMARKS \n\nDavid Motsonelidze\, CFA\, Director of Macro Strategy\, Stifel \n\n\n4:05 PM | PANEL DISCUSSION \n\nModerator \nGary Regenstreif\, Director\, Thought Leadership Strategy\, KPMG LLP \nPanelists \nElga Bartsch\, PhD\, Managing Director / Head of Macro Research\, BlackRock Investment Institute \nGabriele Foà\, Portfolio Manager\, Algebris Investments \nClifton Hill\, Global Macro Portfolio Manager\, Acadian Asset Management \n\n\n4:50 PM | Q&A \nAdditional DetailsLearning Outcomes \n\nDiscuss present and future macro trends in the context of key political and economic forces globally\nUnderstand how macro strategy implementation is changing\nIdentify investment opportunities across commodities\, interest rates\, equities and foreign exchanges
URL:https://cfany.org/event/sixth-annual-global-macro-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211004T190000
DTEND;TZID=America/New_York:20211004T203000
DTSTAMP:20260718T053543
CREATED:20210611T223745Z
LAST-MODIFIED:20210611T223745Z
UID:68219-1633374000-1633379400@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-9/
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:20211005T120000
DTEND;TZID=America/New_York:20211005T133000
DTSTAMP:20260718T053543
CREATED:20210907T181119Z
LAST-MODIFIED:20230914T182704Z
UID:69792-1633435200-1633440600@cfany.org
SUMMARY:21st Century Investing: Foundations of Systems-Level Investing
DESCRIPTION:Overview CFA Society New York invites you to the first event in a four-part series on 21st Century investing for sustainable and systems-level investing\, hosted in collaboration with CFA Societies in the Northeast corridor and with help from CFA Institute and  The Investment Integration Project  (TIIP). Subsequent events in this series will be hosted by CFA Societies in Boston and Philadelphia; all events will be open for all members of all CFA societies.   \nLearn how institutional investors and financial wealth advisors can go beyond conventional and sustainable investing to address complex problems such as income inequality and climate change on a deep\, systemic level. Steven Lydenberg\, TIIP founder and Bill Burkart\, TIIP President\, who co-authored  21st  Century Investing – Redirecting Financial Strategies to Drive Systems Change  earlier this year\, will be joining us to present throughout this series\, which will also feature investment practitioners discussing system-level thinking in practice.   \nThis event will center the recognition that investments have evolved past a basic\, conventional approach to embrace larger goals\, such as intentionally achieving social or environmental benefits along with financial returns\, and explore the opportunities and challenges present when building an investment strategy that integrates these sustainability factors.  \n\nSeries overview and schedule:  \n\n\n\nPart 1: 21st Century Investing: Foundations of Systems-Level Investing (CFA NY – 10/5) \nPart 2: Integrating System-level Investing into Practice Management (CFA Boston – 10/20) \nPart 3: Meeting Client Demand for Addressing the Systemic Risks of Climate Change and Income Inequality (CFA Philadelphia – 10/27)\nPart 4: The Future of Sustainable Investing is Systems Thinking  (CFA Boston – mid-Nov)\n\n\n\nAgenda12:00 PM | WELCOMING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair – Sustainable Investing Group\, CFA Society New York \n\n\n12:05 PM | FUTURE OF SUSTAINABILITY IN INVESTMENT MANAGEMENT FROM CFAI \n\nMatt Orsagh\, CFA\, CIPM\, Director\, Capital Markets Policy\, CFA Institute \n\n\n12:15 PM |  THE WHAT\, WHY & HOW OF SYSTEM-LEVEL INVESTING BY THE AUTHORS OF THE 21ST CENTURY INVESTING \n\nWilliam Burckart\, President\, Chief Operating Officer\, The Investment Integration Project \n\n\n12:25 | BREAK \n\n12:30 PM |  FIRESIDE CHAT \nModerated by Kelly Major Green\, CIMA\, Financial Advisor\, Institutional Consultant\, Graystone Consulting \n\nWilliam Burckart\, President\, Chief Operating Officer\, The Investment Integration Project \n\n\n1:00 PM | Q&A \n\n1:25 PM | CLOSING REMARKS \n\nMichael Reuben\, CFA\, CAIA\, CFP\, Chair – Private Wealth Management Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nIdentify the importance of systems-level thinking for investment professionals \nDiscuss how systems-level investing and the integration of ESG factors can improve investment analysis and risk assessment 
URL:https://cfany.org/event/21st-century-investing-foundations-of-systems-level-investing/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Private Wealth Management,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211005T180000
DTEND;TZID=America/New_York:20211005T193000
DTSTAMP:20260718T053543
CREATED:20210121T163924Z
LAST-MODIFIED:20211001T225625Z
UID:65681-1633456800-1633462200@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. \nTopic: DeFi and Understanding Decentralized Finance \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-15/
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:20211006T120000
DTEND;TZID=America/New_York:20211006T133000
DTSTAMP:20260718T053543
CREATED:20210810T123920Z
LAST-MODIFIED:20230914T181911Z
UID:69309-1633521600-1633527000@cfany.org
SUMMARY:Financing and Counterparty Management: The Changing Landscape for Hedge Funds
DESCRIPTION:OverviewRecent high-profile hedge fund stories have garnered attention for hedge funds and generated concerns over the levels of exposure enabled by banks’ prime brokerage departments. This level of scrutiny recalls changes the industry experienced after the 2008 financial crisis\, when new regulation revised requirements on banks’ prime brokerage departments\, affecting the scope of services they were able to provide to their clients and the relationship with the hedge fund managers more broadly. \nIn the years that followed\, the hedge fund industry went through a process of change and maturity to adapt to the current environment. Now\, in the wake of these new concerns\, the industry once again faces the prospect of renewed regulator interest and potential policy change. What are the implications of this increased attention for key players in the hedge fund space\, including the funds themselves as well as prime brokers and regulators? \nAgenda12:00 PM | OPENING REMARKS \n\nAnna Sembos\, PhD\, CFA\, Managing Director\, CIFC Asset Management\, Co-Chair of the Alternative Investments Group\, CFA Society New York \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nTed Post\, Co-Head of Prime Services Sales\, Americas\, BNP Paribas \nPanelists \nMark Bailey\, Head of Financial Resource Management (FRM) & Broker Management\, Two Sigma Investments \nManda D’Agata\, Co-Head\, Middle Office/Treasurer\, Elliott Investment Management \nDavid Zirin\, Chief Operating Officer\, Pentwater Capital Management\, LP \n\n\n1:15 PM | Q&A \n\n1:30 PM |  CLOSING REMARKS \n\nPatrick Nessenthaler\, CFA\, CAIA\, Vice Chair of Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the use of financing and leverage in hedge fund strategies\nExamine the role of prime brokers and other hedge fund service providers\nDiscuss the potential implications of recent high-profile stories for the hedge fund industry
URL:https://cfany.org/event/financing-and-counterparty-management-the-changing-landscape-for-hedge-funds/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211006T180000
DTEND;TZID=America/New_York:20211006T193000
DTSTAMP:20260718T053543
CREATED:20210628T215948Z
LAST-MODIFIED:20210628T215948Z
UID:68563-1633543200-1633548600@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-30/
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:20211006T180000
DTEND;TZID=America/New_York:20211006T193000
DTSTAMP:20260718T053543
CREATED:20210625T192704Z
LAST-MODIFIED:20210625T193103Z
UID:68528-1633543200-1633548600@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 Performance \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211007T120000
DTEND;TZID=America/New_York:20211007T131500
DTSTAMP:20260718T053543
CREATED:20210812T173609Z
LAST-MODIFIED:20230914T181636Z
UID:69421-1633608000-1633612500@cfany.org
SUMMARY:Utilizing ESG and Climate Data to Improve Multi-Asset Risk Analysis
DESCRIPTION:OverviewJoin our Performance & Risk Analytics interest group for an informative virtual event featuring Habib Moudachirou\, FRM\, CIFD\, a twenty-year quantitative investment management veteran. In this presentation\, Mr. Moudachirou will give an overview of sustainability investing\, covering a variety of ESG approaches\, while discussing the path to integrating sustainability with the broader needs of the investment management community. He will also explore the quantitative tools required to harness the massive amount of data involved in risk analysis. Mr. Moudachirou will conclude the presentation with a discussion on climate risk awareness and will offer his perspective on a few cutting-edge risk management methodologies. \nAgenda12:00 PM | OPENING REMARKS \n\nRichard Ebil Ottoo\, PhD\, CFA\, FRM\, Vice President\, Global Association of Risk Professionals (GARP)\, Co-Chair of the Performance & Risk Analytics Group\, CFA Society New York \n\n\n12:05 PM | KEYNOTE PRESENTATION \nIntroduced and moderated Allen Xiao\, CFA\, CPA\, FCSI\, Deputy Chief Risk Officer\, Amundi Asset Management US \n\nHabib Moudachirou\, FRM\, CIFD\, CIO\, V-Square Quantitative Management \n\n\n1:00 PM | Q&A \n\n1:15 PM |  CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Co-Chair of Value Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the evolution of ESG investing as well as various approaches: SRI\, ESG integration\, and impact investing\nExplore sustainability as a factor for better informed investment decisions\nLearn which quantitative techniques can be useful in relevant scenarios\nBroaden your knowledge and awareness of climate risk management techniques
URL:https://cfany.org/event/utilizing-esg-and-climate-data-to-improve-multi-asset-risk-analysis/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Performance & Risk Analytics,Sustainable Investing,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211008T120000
DTEND;TZID=America/New_York:20211008T133000
DTSTAMP:20260718T053543
CREATED:20210310T215536Z
LAST-MODIFIED:20211006T133505Z
UID:66648-1633694400-1633699800@cfany.org
SUMMARY:Multistep forecasting for limit order books inspired by machine translation algorithms
DESCRIPTION:OverviewInitially we review the use of deep learning methods from image analysis and natural language processing applied to the problem of forecasting financial time-series. We extend these methods with state-of-the-art techniques from machine translation and thereby propose a novel multi-horizon forecasting model for limit order book data. Our empirical findings demonstrate that this new models outperforms existing methods significantly\, however it is computationally expensive. We overcome this computational bottleneck by employing a cutting-edge hardware accelerator called an Intelligence Processing Unit (IPU). Our results demonstrate that IPUs can offer order of magnitude speed-ups compared with even Graphical Processing Units (GPUs) – the enabling technology that underpins the Deep Learning revolution of the last decade. \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 SpeakerStefan Zohren\nProfessor of Machine Learning in Finance\nOxford-Man Institute and Scientific Advisor at MAN Group \nStefan Zohren is a Faculty Member at the Oxford-Man Institute of Quantitative Finance\, an Associate at the Oxford Internet Institute and a Mentor in the FinTech stream at the Creative Destruction Lab at Said Business School\, all at the University of Oxford. He is also a Fellow at the Alan Turing Institute and a member of the European Laboratory for Learning and Intelligent Systems. Outside of academia\, Stefan works as a Scientific Advisor at Man Group. He has extensive consulting experience in leading machine learning projects in application domains such as finance and healthcare with clients ranging from listed companies to SMEs and startups. Stefan is also a frequent speaker on AI in finance at academic conferences\, as well as industry panels and corporate events.
URL:https://cfany.org/event/quantitative-investing-group-meeting-7/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211012T130000
DTEND;TZID=America/New_York:20211012T140000
DTSTAMP:20260718T053543
CREATED:20210813T180231Z
LAST-MODIFIED:20230914T180822Z
UID:69473-1634043600-1634047200@cfany.org
SUMMARY:Asset Manager Series: A View from the Top Municipal Bond Managers
DESCRIPTION:OverviewA virtual Asset Manager Series event \nWhat challenges and opportunities will the heads of municipal bond investment managers face in the coming years? Tune in to first Asset Manager Series event to hear directly from municipal sector heads about how they are positioning their investment portfolios in the face of ongoing state fiscal pressures\, changing yields and demographics\, and more. \nThey will also discuss their key decisions on their teams for the next phase of client needs. Join us to learn more about their immediate macroeconomic outlook and hear what big-picture considerations these experts are taking into account. \nAgenda1:00 PM | WELCOME REMARKS \n\nDeepika Sharma\, CFA\, Director – Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Chair – Board of Directors\, CFA Society New York \n\n\n1:05 PM | PANEL \n\nModerator \nMichael Rowan\, CFA\, Managing Director\, Global Public\, Project and Infrastructure Finance Group\, Moody’s Investors Service \n\nPanelists \nPatrick Luby\, Senior Municipal Strategist\, CreditSights \nPaul Molloy\, CFA\, Principal – Head of Municipals\, Vanguard \nKen Jacob\, Managing Director – Head of Municipal Product Strategy\, BlackRock \nScott Cottier\, CFA\, Senior Portfolio Manager and Head of Opportunistic Municipal Funds\, Invesco \nPurva T. Patel\, CIMA\, Client Portfolio Manager\, Nuveen \n\n\n1:55 PM | CLOSING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\nAdditional DetailsAreas of Focus \n\nHear portfolio managers’ macroeconomic perspectives\nUnderstand the impact of investment management company oversight\nLearn more about effective municipal bond management
URL:https://cfany.org/event/asset-manager-series-a-view-from-the-top-of-municipal-bond-manager-firms/
LOCATION:Virtual Only
CATEGORIES:Asset Manager Series,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211012T180000
DTEND;TZID=America/New_York:20211012T193000
DTSTAMP:20260718T053543
CREATED:20210617T001833Z
LAST-MODIFIED:20210617T001833Z
UID:68323-1634061600-1634067000@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-9/
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:20211013T090000
DTEND;TZID=America/New_York:20211015T170000
DTSTAMP:20260718T053543
CREATED:20210525T011638Z
LAST-MODIFIED:20210910T154159Z
UID:67961-1634115600-1634317200@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 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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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END:VCALENDAR