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X-WR-CALDESC:Events for CFA Society New York
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DTSTART:20210314T070000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210928T090000
DTEND;TZID=America/New_York:20210928T170000
DTSTAMP:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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:20260718T083847
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211008T120000
DTEND;TZID=America/New_York:20211008T133000
DTSTAMP:20260718T083847
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211012T130000
DTEND;TZID=America/New_York:20211012T140000
DTSTAMP:20260718T083847
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:20260718T083847
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:20260718T083847
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211014T173000
DTEND;TZID=America/New_York:20211014T190000
DTSTAMP:20260718T083847
CREATED:20210921T150546Z
LAST-MODIFIED:20210921T150546Z
UID:69976-1634232600-1634238000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:OverviewThe Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFA NY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJoin Group
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211015T130000
DTEND;TZID=America/New_York:20211015T143000
DTSTAMP:20260718T083847
CREATED:20210818T184348Z
LAST-MODIFIED:20230831T181808Z
UID:69563-1634302800-1634308200@cfany.org
SUMMARY:Distinguishing Hype from Reality: Alternative and Traditional Market Data
DESCRIPTION:OverviewBuild your understanding of fintech implementation solutions and develop a more grounded view of market data when you attend this comprehensive discussion exploring the differences between alternative and traditional market data. This 90-minute panel conversation will address a range of data-adjacent challenges that investors and business managers may face\, including general use (and misuse) cases\, new frontiers in the field\, and how data interests can vary between liquid and illiquid alternative investing. \nPanelists will discuss examples of how data is obtained\, priced\, and sold\, explaining how business managers can more effectively lead searches and negotiations to add new data sources and vendors. Additionally\, the conversation will touch on high-level challenges such as those involved in ensuring data is valuable and the processes by which data is incorporated into trading efforts. \nAgenda1:00 PM | WELCOMING REMARKS \n\nSantosh Balachandar\, CFA\, Vice President\, BlackRock \n\n\n1:05 PM | PANEL DISCUSSION \n\nModerator \nJeremy Baksht\, MBA\, Founder\, Antifragile Advisors \nPanelists \nSally Du\, CFA\, Director\, Portfolio Manager\, BlackRock \nDushyanth Sekhar\, Head of Data Transformation\, S&P Global Market Intelligence \nEugene Wu\, CFA\, Principal Data Scientist\, Markerr \n\n\n2:15 PM | Q&A \n\n2:30 PM |  CLOSING REMARKS \n\nChristopher Flens-Batina\, Business Intelligence Analyst\,  Vonage\, Co-Vice Chair of Business Management Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nLearn what can go wrong with bad data sets and understand how misuse of data can result in adverse portfolio outcomes.\nUnderstand the search process involved in identifying new datasets\, negotiating with and onboarding a new vendor.\nApply trading strategy development knowledge to ensure data investments are accretive.\nIdentify new areas of investor interest\, as well as market data interests for illiquid alternative investors.
URL:https://cfany.org/event/distinguishing-hype-from-reality-alternative-and-traditional-market-data/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,Business Management,CFA Society NY Event,Conference / Seminar,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211018T120000
DTEND;TZID=America/New_York:20211018T130000
DTSTAMP:20260718T083847
CREATED:20210924T153218Z
LAST-MODIFIED:20230914T180349Z
UID:70051-1634558400-1634562000@cfany.org
SUMMARY:Global Advocacy: Policymakers\, Investors and Beyond - Americas
DESCRIPTION:Global Advocacy:Policymakers\, Investors and Beyond – AmericasOverviewA Global Policymakers Series (GPS) Event \nHear what CFA Institute’s head of advocacy has planned for the Americas region. Join us for a midday conversation about the long- and short-term goals and how societies in North and South America can get involved. \nAgenda12:00 PM | WELCOMING REMARKS \n\nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments; Chair\, Advocacy Council\, LATAM and the Caribbean \n\n\n12:05 PM | INTERVIEW \n\nInterviewer \nDebi Deyo Rossi\, CIPM\, President\, Kyza Performance Consulting; Volunteer\, CFA Society Boston \n\nInterviewee \nPaul Andrews\, Managing Director – Research\, Advocacy and Standards\, CFA Institute \n\n\n1:00 PM | CLOSING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\nAdditional DetailsAreas of Focus \n\nCFA Institute’s Advocacy Plans\nGlobal and regional actionable goals
URL:https://cfany.org/event/global-advocacy-policymakers-investors-and-beyond-americas/
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:20211018T180000
DTEND;TZID=America/New_York:20211018T193000
DTSTAMP:20260718T083847
CREATED:20210615T225518Z
LAST-MODIFIED:20210713T215021Z
UID:68260-1634580000-1634585400@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-4/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211019T120000
DTEND;TZID=America/New_York:20211019T133000
DTSTAMP:20260718T083847
CREATED:20201210T001615Z
LAST-MODIFIED:20210304T200702Z
UID:65204-1634644800-1634650200@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-14/
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:20211019T180000
DTEND;TZID=America/New_York:20211019T193000
DTSTAMP:20260718T083847
CREATED:20210616T000022Z
LAST-MODIFIED:20210616T000022Z
UID:68268-1634666400-1634671800@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-5/
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:20211020T090000
DTEND;TZID=America/New_York:20211022T170000
DTSTAMP:20260718T083847
CREATED:20210525T154229Z
LAST-MODIFIED:20210803T164940Z
UID:67970-1634720400-1634922000@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 ProcessThe 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 ProfessionalsThis 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 Trainer4 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: $1\,599.20 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 HoltonMost 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 StackBefore 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 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. 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-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:20211020T180000
DTEND;TZID=America/New_York:20211020T193000
DTSTAMP:20260718T083847
CREATED:20210628T220041Z
LAST-MODIFIED:20210628T220041Z
UID:68565-1634752800-1634758200@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-31/
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:20211021T090000
DTEND;TZID=America/New_York:20211022T170000
DTSTAMP:20260718T083847
CREATED:20210525T161937Z
LAST-MODIFIED:20210803T164938Z
UID:67979-1634806800-1634922000@cfany.org
SUMMARY:Oil & Gas Midstream Industry Modeling - Wall Street Prep
DESCRIPTION:Learn Midstream O&G modeling the way it’s done on the job – Presented by Wall Street Prep \nWhat You’ll LearnBuild a “Job-Ready” O&G Model From Scratch \nThis intensive course is designed to equip Midstream O&G finance and industry professionals with the practical financial skill set they need on the job. Participants develop O&G financial and valuation models from scratch using step-by-step instruction on selecting\, locating\, and developing appropriate projection drivers. \nTaught by Experienced O&G Professionals \nThis is NOT an academic exercise. It is taught by experienced energy-focused investment banking professionals with a specific focus on the modeling skills needed to succeed on the job. \nCFANY.org: $1\,039.20 Standard Rate: 1\,299 Who is this boot camp for?\nPrivate Equity\, Asset management and Hedge Fund Associates\nInvestment Banking Analysts and Associates\nCorporate Finance and Business Development Professionals\nMBAs and Business Undergraduates\nAnyone seeking to improve their O&G financial and valuation modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn midstream oil and gas industry financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar \n\nCPE Credit\nEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nWhat to Bring\nLaptop\, Notepad\, and Calculator. \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\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/oil-gas-midstream-industry-modeling-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211021T120000
DTEND;TZID=America/New_York:20211021T130000
DTSTAMP:20260718T083847
CREATED:20210928T190525Z
LAST-MODIFIED:20210928T190802Z
UID:70094-1634817600-1634821200@cfany.org
SUMMARY:Centennial Speaker Series: Fireside Chat with Bob O’Shea\, Moderated by Michael Gatto
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nBob O’Shea is the quintessential Fordham student. A scrappy kid from New Jersey\, his grandmother worked as a maid at the Waldorf Astoria in midtown Manhattan\, his father was a New York City cop\, and he himself was accepted to Fordham on a track and field scholarship. O’Shea’s success on Wall Street is the epitome of the American dream. Michael Gatto\, an adjunct professor at Fordham\, will be interviewing O’Shea about his meteoric rise on Wall Street. O’Shea was offered partnership at Goldman Sachs at age 29\, making him the second-youngest partner in the firm’s history. Then\, as a second act\, O’Shea co-founded Silver Point Capital\, a credit and special situations hedge fund\, in 2002. He subsequently grew the firm from $120 million in assets under management to $15 billion. \nProfessor Gatto will ask O’Shea to speak about several topics\, including his career and the things that made him so successful\, his views of the current credit markets\, and his advice for students and young professionals on how to build a successful career in credit. \nAgenda12:00 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business \n\n\n12:08 PM | DISCUSSION \nModerated by: Michael Gatto\, Partner\, Silver Point Capital; Adjunct Professor\, Columbia Business School\, Gabelli School of Business \n\nBob O’Shea\, Co-Founder\, Chairman\, Silver Point Capital \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-fireside-chat-with-bob-oshea-moderated-by-michael-gatto/
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:20211021T180000
DTEND;TZID=America/New_York:20211021T190000
DTSTAMP:20260718T083847
CREATED:20201222T071008Z
LAST-MODIFIED:20210920T210225Z
UID:65364-1634839200-1634842800@cfany.org
SUMMARY:CFA Society New York Book Club: Antifragile
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: Antifragile\nAuthor: Nassim Nicholas Taleb
URL:https://cfany.org/event/cfa-society-new-york-book-club-antifragile/
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:20211027T120000
DTEND;TZID=America/New_York:20211027T130000
DTSTAMP:20260718T083847
CREATED:20210923T171509Z
LAST-MODIFIED:20210923T173000Z
UID:70034-1635336000-1635339600@cfany.org
SUMMARY:Centennial Speaker Series: Ted Seides on Capital Allocators- How the World’s Elite Money Managers Lead and Invest
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nThe chief endowment officers at foundations\, family offices\, pension funds\, and sovereign wealth funds are the leaders in the world of finance. They marshal trillions of dollars on behalf of their institutions and influence how capital flows throughout the world. But these elite investors live outside of the public eye. Across the entire investment industry\, few participants understand how these holders of the keys to the kingdom allocate their time and their capital. What’s more\, there is no formal training for how to do their work. \nSo\, how do these influential leaders practice their craft? What skills do they require? What frameworks do they employ? How do they make investment decisions on everything from hiring managers to portfolio construction? \nJoin us for an afternoon webinar between author Ted Seides as he discusses his new book\, Capital Allocators\, with Jonathan Brolin\, founder and managing partner of Edenbrook Capital LLC\, on this opaque corner of the investment landscape. \nCopies of Capital Allocators will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nPaul Johnson\, Finance Professor; Founding Partner\, Investment Manager\, Nicusa Capital Partners \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nJonathan Brolin\, Founder\, Managing Partner\, Edenbrook Capital LLC \n\n\n12:08 PM | DISCUSSION \n\nTed Seides\, Author\, Capital Allocators: How the World’s Elite Money Managers Lead and Invest \n\n\n12:45 PM | AUDIENCE Q&A \n\n6:30 PM | CLOSING REMARKS \n\nPaul Johnson\, Finance Professor; Founding Partner\, Investment Manager\, Nicusa Capital Partners \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-ted-seides-on-capital-allocators-how-the-worlds-elite-money-managers-lead-and-invest/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211029T080000
DTEND;TZID=America/New_York:20211030T170000
DTSTAMP:20260718T083847
CREATED:20211012T162954Z
LAST-MODIFIED:20211027T114034Z
UID:70274-1635494400-1635613200@cfany.org
SUMMARY:Introduction to Product Management - Cognitir
DESCRIPTION:OverviewA two-day virtual conference\, Presented by Cognitir \nA recent Wall Street Journal article highlighted product manager as the new dream job for MBA students. A product manager is the conductor of the orchestra. He/she works cross-functionallywith engineering and design to identify new products to build as well as what features to add and remove from existing ones. Product managers interface a great deal with customers to try to understand their needs with the aim of building things that they actually want. \nProduct management sits at the intersection of business\, design\, and technology. As such\, successful PMs need to learn a variety of skills ranging from wireframing to data analytics. In this course\, participants will be exposed to key product management topics\, including A/B testing\, wireframing\, and leading user interviews. The class includes an in-class project where participants will build an MVP for a business idea that they have. \nAttendees can use either a Mac or Windows computer for this workshop. \nThis training is often taught together with Introduction to Web Development in a two-day workshop since both classes complement each other. Attendees usually take Introduction to Product Management on the second day. \nStandard Rate\n$515 Members | $615 Nonmembers \nCourse Curriculum×Course Curriculum\nTBA \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\n\nPRODUCT MANAGEMENT OVERVIEW\nAn introduction to what product management is and how the role fits into the technical ecosystem\nPROBLEM SOLVING STRATEGIES\nPractice breaking down complex business problems into smaller\, more manageable chunks\nCOLLABORATIVE ENVIRONMENT\nParticipants will discuss product management topics with other attendees and their Cognitir instructor\, as well engage in numerous use case exercises\nDEEP UNDERSTANDING OF ANALYTICS AND A/B TESTING\nAn understanding of how to analyze product data to optimize decision-making\nEXPOSURE TO TOOLS\nStudents will use real-world PM tools in class so that they can hit the ground running during internships and full-time jobs\n\nSUPPORT BEYOND THE CLASSROOM\nAll 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 workshop is relevant for business and finance individuals who want to enter product-related roles in organizations. This class would also greatly benefit entrepreneurs\, management consultants\, and anyone who is interested in breaking into the technology industry. \nNot sure if this is the right course for you? Contact us. \nFAQs\n\n\nDO I NEED EXPERIENCE WITH PRODUCT MANAGEMENT TO JOIN THIS COURSE? \nNo\, you do not need any prior product management experience for this course. \nDO I NEED EXPERIENCE WITH COMPUTER PROGRAMMING OR DATA SCIENCE TO JOIN THIS COURSE? \nNo\, you do not need any prior programming or data science experience for this course. That being said\, if you do have such experiences\, they will bring your analytics to next levels as you will be able to more deeply analyze the data for predictive potential. \nWILL I BE ABLE TO BUILD MY OWN MVP BY THE END OF THE COURSE? \nYes! You will have the chance to think through\, design\, and build the cheapest and easiest MVP for your idea. \n\n\n\n\nVisit our FAQs to see commonly asked questions from participants.
URL:https://cfany.org/event/introduction-to-product-management-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:20211101T173000
DTEND;TZID=America/New_York:20211102T210000
DTSTAMP:20260718T083847
CREATED:20211001T201100Z
LAST-MODIFIED:20211014T231647Z
UID:70142-1635787800-1635886800@cfany.org
SUMMARY:Introduction to SQL – Cognitir
DESCRIPTION:OverviewA two-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 .In 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 | $515 Nonmembers\nEarly Bird Rate expires October 28th \nCourse Curriculum×Course Curriculum\n<a href=”https://cfany.org/wp-content/uploads/2021/08/OneDay_IntroToSQLforBizandFinance.pdf”>Download Agenda </a> \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.CloseAbout 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-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:20211101T190000
DTEND;TZID=America/New_York:20211101T203000
DTSTAMP:20260718T083847
CREATED:20210611T223753Z
LAST-MODIFIED:20210611T223753Z
UID:68222-1635793200-1635798600@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-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Veterans,Virtual Events & Programming
END:VEVENT
END:VCALENDAR