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X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
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TZOFFSETFROM:-0500
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DTSTART:20210314T070000
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DTSTART:20211107T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211014T173000
DTEND;TZID=America/New_York:20211014T190000
DTSTAMP:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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:20260718T102144
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211102T180000
DTEND;TZID=America/New_York:20211102T193000
DTSTAMP:20260718T102144
CREATED:20210121T164316Z
LAST-MODIFIED:20211104T173458Z
UID:65680-1635876000-1635881400@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Discussion Topic: Wall Street is Hiring for Crypto Jobs \nGroup DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-16/
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:20211102T180000
DTEND;TZID=America/New_York:20211102T200000
DTSTAMP:20260718T102144
CREATED:20211019T141722Z
LAST-MODIFIED:20230914T180236Z
UID:70348-1635876000-1635883200@cfany.org
SUMMARY:7th Annual Thinking Beyond the Transition for Veterans
DESCRIPTION:Complimentary Access for Veterans & Military Personnel \nRegistration for veterans and military personnel is completely free. Click the “Complimentary Access” button below to verify your status and have your complimentary registration approved and processed. \nComplimentary Access×Request Complimentary RegsitrationCloseOverviewJoin our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling long-term career decisions.  \nThis two-hour event will feature a keynote presentation\, followed by a panel discussion where veterans will share practical examples drawn from their lived experience leveraging skills learned through military service to further successful careers in finance. Attendees will have ample opportunities to engage with speakers during a subsequent Q&A session. \nAgenda6:00 PM | OPENING REMARKS \n\nWon Palisoul\, Chair – Veterans Roundtable\, CFA Society New York \n\n\n6:10 PM | KEYNOTE PRESENTATION \n\nMike Slagh\, Founder\, Chief Executive Officer\, Shift \n\n\n6:35 PM | BREAK \n\n6:40 PM | PANEL DISCUSSION \n\nModerator \nChristopher Mendez\, General Counsel\, Chief Compliance Officer\, Commonwealth Asset Management LP \nPanelists \nMona Dexter\, Chief of Staff\, Vice President of Operations & Communications\, Hiring Our Heroes \nTerrence Hayes\, Press Secretary\, U.S. Department of Veterans Affairs \nMargot Phillips\, Strategy Lab Director\, Management Leadership for Tomorrow \nC. Colin Supko\, Director\, Trusted Capital\, Department of Defense \n\n\n7:30 PM | Q&A \n\n8:00 PM | CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Co-Chair – Value Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the value of hiring veterans and military spouses \nDiscuss how to leverage background in military service to transition successfully to roles within the financial industry \nFocus on key highlights for selling a differentiated skill set during a job search\, resume conversion\, and interview prep 
URL:https://cfany.org/event/7th-annual-thinking-beyond-the-transition-for-veterans/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211103T100000
DTEND;TZID=America/New_York:20211105T180000
DTSTAMP:20260718T102144
CREATED:20210525T135705Z
LAST-MODIFIED:20210803T164943Z
UID:67968-1635933600-1636135200@cfany.org
SUMMARY:Financial & Valuation Modeling Virtual Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional 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-5/
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:20211103T180000
DTEND;TZID=America/New_York:20211103T193000
DTSTAMP:20260718T102144
CREATED:20210628T222138Z
LAST-MODIFIED:20210628T222138Z
UID:68571-1635962400-1635967800@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-32/
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:20211103T180000
DTEND;TZID=America/New_York:20211103T193000
DTSTAMP:20260718T102144
CREATED:20210625T192919Z
LAST-MODIFIED:20210625T193100Z
UID:68529-1635962400-1635967800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \n If you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nThis group meeting\, we will focus on Risk \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211104T120000
DTEND;TZID=America/New_York:20211104T130000
DTSTAMP:20260718T102144
CREATED:20211104T141352Z
LAST-MODIFIED:20211104T143911Z
UID:70574-1636027200-1636030800@cfany.org
SUMMARY:Centennial Speaker Series: Michael Mauboussin on Expectations Investing - Reading Stock Prices for Better Returns
DESCRIPTION:OverviewThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nMost investment books try to assess the attractiveness of a stock price by estimating the value of the company. Expectations Investing\, by Michael Mauboussin and Alfred Rappaport\, provides a powerful and insightful alternative to identifying gaps between price and value. The authors suggest that an investor start with a known quantity\, the stock price\, and ask what it implies for future financial results. After showing how to read expectations\, they provide a guide to rigorous strategic and financial analysis to help investors assess the likelihood of revisions to these expectations. \nInvestors who read this book will be able to evaluate stocks of companies in any sector or geography more effectively than those who use the standard approaches of most investors. This revised and updated edition reflects the many changes in accounting and the business landscape since the book was first published\, and provides a wealth of new examples and case studies. \nCopies of Expectations Investing will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\n\n12:03 PM | SPEAKER INTRODUCTIONS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n\n12:08 PM | PRESENTATION \n\nMichael Mauboussin\, Author\, Expectations Investing: Reading Stock Prices for Better Returns \n\n\n12:45 PM |  AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nAdditional DetailsEvent Sponsors
URL:https://cfany.org/event/centennial-speaker-series-michael-mauboussin-on-expectations-investing-reading-stock-prices-for-better-returns/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211105T120000
DTEND;TZID=America/New_York:20211105T133000
DTSTAMP:20260718T102144
CREATED:20210310T215518Z
LAST-MODIFIED:20211104T180037Z
UID:66649-1636113600-1636119000@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Discussion Topic: Systematic Pricing and Trading of Municipal Bonds \nGuest Speaker: Sudar Purushothaman\, Foundation Credit \nOverviewWe propose a systematic approach for pricing and trading municipal bonds\, leveraging the feature-rich information available at the individual bond level. Based on the proposed pricing framework\, they estimate several models using ridge regression and Kalman filtering. In their empirical work\, they show that the models compare favorably in pricing accuracy to those available in the literature. Additionally\, the models are able to quickly adapt to changing market conditions. Incorporating the pricing models into relative value trading strategies\, the authors demonstrate that the resulting portfolios generate significant excess returns and positive alpha relative to the Vanguard Long-Term Tax-Exempt Fund (VWLTX)\, one of the largest mutual funds in the municipal space. \nThis is joint work with Petter N. Kolm\, NYU Courant.\n\nThe full article is available here → \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 Speaker \nSudar Purushothaman is a Partner and Portfolio Manager for the FCO strategy and a member of Foundation’s Executive Committee. Sudar’s responsibilities include developing and executing investment strategies\, as well as risk management and analysis for the FCO strategy. Prior to joining FCO in 2012\, Sudar spent four years as a trader at Goldman Sachs on the municipal desk\, focusing on high yield and high grade bond trading. Sudar received his Bachelors of Science from Stanford University and his Masters in Mathematics in Finance from New York University.
URL:https://cfany.org/event/quantitative-investing-group-meeting-6/
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:20211108T193000
DTEND;TZID=America/New_York:20211108T210000
DTSTAMP:20260718T102144
CREATED:20210506T230713Z
LAST-MODIFIED:20210914T142734Z
UID:67763-1636399800-1636405200@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-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211109T173000
DTEND;TZID=America/New_York:20211110T210000
DTSTAMP:20260718T102144
CREATED:20211001T205628Z
LAST-MODIFIED:20211026T204250Z
UID:70143-1636479000-1636578000@cfany.org
SUMMARY:Introduction to Python for Business and Finance — Cognitir
DESCRIPTION:OverviewA two-day virtual conference\, Presented by Cognitir. \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nEarly Bird Rate\n$415 Members | $515 Nonmembers\nEarly Bird Rate expires November 2nd \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \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\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/introduction-to-python-for-business-and-finance-cognitir-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:20211109T180000
DTEND;TZID=America/New_York:20211109T193000
DTSTAMP:20260718T102144
CREATED:20210617T003012Z
LAST-MODIFIED:20210617T003012Z
UID:68331-1636480800-1636486200@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-11/
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:20211110T083000
DTEND;TZID=America/New_York:20211110T160000
DTSTAMP:20260718T102144
CREATED:20211008T171013Z
LAST-MODIFIED:20230831T175525Z
UID:70237-1636533000-1636560000@cfany.org
SUMMARY:25th Annual Insurance Conference
DESCRIPTION:Overview\nSponsored by Raymond James \n\nThe 25th Annual Insurance Conference has been refreshed and upgraded. We expect to hear from publicly traded companies about the current market conditions with an emphasis on the inflationary trends and their impact on the market. This year’s conference will also feature four panels of executives from privately held insuretech companies\, who will discuss insurance-related technology and its disruptive potential to the industry. \n×Agenda\n8:30am – 9:10am – Presentation 1 – Crawford & Company \nRohit Verma\, Chief Executive Officer\nBruce Swain\, Chief Financial Officer \n\n9:20am – 10:20am – Panel 1 (Life and Health) \n\nKuvare\nDhiren Jhaveri\, Founder\, Chief Executive Officer\n\nHealth IQ\nMunjal Shah\, Co-Founder\, Chief Executive Officer\n\nSpring Venture Group\nChristopher Giuliani\, Chief Executive Officer\nHealthPlan One\nBill Stapleton\, Chief Executive Officer\n\n\n\n\n10:20am – 10:35am – Break \n\n10:40am – 11:20am – Presentation 2 – United Insurance Holdings Corp. \n\n11:30am – 12:30pm – Panel 2 (Households and Individuals) \n\nBuckle\nMartin Young\, Co-Founder\, Chief Executive Officer\nRhino\nParaag Sarva\, Co-Founder\, Chief Executive Officer\nPetplan Pet Insurance\nJohn Giannuzzi\, Chairman\n\n\n12:30pm – 1:00pm – Lunch \n\n1:00pm -2:00pm – Panel 3 (Commercial Insurance) \n\nKeystone Agency Partners\nDan Girardi\, Chief Acquisitions Officer\nJeff Turner\, Chief Executive Officer\n\nMylo\nDavid Embry\, Chief Executive Officer\n\nIntegrated Specialty Coverages\, LLC\nTimothy Nickel\, President\n\n\n\n2:10pm – 2:50pm – Presentation 3 – Tiptree Inc. \nSandra Bell\, Chief Financial Officer\nRick Kahlbaugh\, Chief Executive Officer\, Fortegra \n\n3:00pm – 4:00pm – Panel 4 (Business Models) \n\nKin\nTremor Technologies\, Inc.\nThimble\nJay Bregman\, Chief Executive Officer\n\n\nCloseParticipating Companies×Agenda\n8:30 AM – 9:10 AM | PRESENTATION 1: CRAWFORD & COMPANY \nBruce Swain\, Chief Financial Officer \n\n9:20 AM – 10:20 AM | PANEL 1 \nLife and Health \nKuvare\nDhiren Jhaveri\, Founder\, Chief Executive Officer \nHealth IQ\nMunjal Shah\, Co-Founder\, Chief Executive Officer \nSpring Venture Group\nChristopher Giuliani\, Chief Executive Officer \nHealthPlan One\nBill Stapleton\, Chief Executive Officer \n\n10:20 AM – 11:30 AM | BREAK \n\n11:30 AM – 12:30 PM | PANEL 2 \nHouseholds and Individuals \nBuckle\nMartin Young\, Co-Founder\, Chief Executive Officer \nRhino\nParaag Sarva\, Co-Founder\, Chief Executive Officer \nPetplan Pet Insurance\nPaul Guyardo\, President\, Chief Executive Officer \n\n12:30 PM – 1:00 PM | LUNCH \n\n1:00 PM -2:00 PM | PANEL 3 \nCommercial Insurance \nKeystone Agency Partners\nDan Girardi\, Chief Acquisitions Officer\nJeff Turner\, Chief Executive Officer \nMylo\nDavid Embry\, Chief Executive Officer \nIntegrated Specialty Coverages\, LLC\nTimothy Nickel\, President \n\n2:10 PM – 2:50 PM | PRESENTATION 3: TIPTREE INC. \nSandra Bell\, Chief Financial Officer \nRick Kahlbaugh\, Chief Executive Officer\, Fortegra \n\n3:00 PM – 4:00 PM | PANEL 4 \nBusiness Models \nKin\nSean Harper\, Co-Founder\, Chief Executive Officer \nTremor Technologies\, Inc.\nSean Bourgeois\, Founder\, Chief Executive Officer \nThimble\nJay Bregman\, Chief Executive Officer \nCloseSee AgendaBUCKLE \n\nBuckle (“Buckle”) is the inclusive\, digital financial services platform serving the emerging middle class and providers to the gig economy. The company underwrites auto insurance for the ridesharing and delivery driver community\, closing the gap conventional insurance policies create for gig workers. Buckle uses rideshare and delivery data to price insurance policies rather than traditional measures such as a credit score. \n\n\nCRAWFORD & COMPANY \n\nCrawford & Company (CRD.A) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing\, and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. \n\n\nHEALTH IQ INSURANCE SERVICES\, INC.  \n\nHealth IQ invented a new way to price insurance to reward seniors with discounts and savings who are committed to maintaining healthy lifestyles. The company combines patented online assessments which have been taken more than 13 million times\, data from exercise and step measurement devices\, metabolic test results and peer-reviewed science to determine lower rates in Life\, Medicare Supplement and car insurance for people who demonstrate a commitment to maintaining their health. \n\n\nHEALTHPLANONE\, LLC  \n\nHealthPlanOne\, LLC\, dba HPOne\, is a sales and marketing company in the health and Medicare insurance marketplace. The company provides outsourced sales\, marketing\, and contact services for national and regional health plans. HPOne also operates exchanges for individual consumers and employer-based group retirees and manages lead generation in the Medicare industry. \n\n\nINTEGRATED SPECIALTY COVERAGES\, LLC \n\nIntegrated Specialty Coverages (“ISC”) is a Program Administrator building insurance products that use robust technology and data & analytics to revolutionize how specialty insurance is underwritten and operated. The company has built an end-to-end insurance platform by connecting a broad network of insurance markets and distribution channels. \n\n\nKEYSTONE AGENCY PARTNERS \n\nKeystone Agency Partners (“KAP”) is a strategic partner to independent insurance agencies throughout the United States. The company acquires high performing agencies to support profitable growth through capital investment resources and consultative services that reignite an entrepreneurial spirit within agency leadership. Keystone Agency Partners is a top 50 agency with over $80 million of agency revenue acquired across 9 states. \n\n\nKIN INSURANCE \n\nKin Insurance (“Kin”) is a direct-to-consumer home insurance technology company that operates as a reciprocal. The company currently provides homeowners’ insurance in FL\, LA and CA\, with plans to enter 40 more states. Kin targets the $100 billion+ homeowners’ insurance market using its proprietary technology platform\, which allows customers to efficiently receive quotes\, change their policy\, and file and track their claims. \n\n\nKUVARE \n\nKuvare is a growing\, technology-enabled financial services platform focused on providing financial solutions to the underserved middle market. Through its retail business Kuvare offers households in this segment a range of accumulation\, protection and health products sold through distribution partners in multiple channels and enhanced through its digital strategy and operating model. Kuvare also offers reinsurance protection solutions to the institutional markets. Founded in 2015\, with operating subsidiaries in the US and Bermuda\, Kuvare is committed to a sustainable growth strategy\, backed by a consortium of long-term capital firms. \n\n\nMYLO\, LLC \n\nMylo\, LLC is Lockton Companies’ AI-powered insurance broker for business\, car\, home\, health\, life\, and more. The company uses sophisticated technology and an AI-powered recommendation engine to help small businesses and individuals find the best coverage at the lowest price from over 100 A-rated carrier partners. \n\n\nPETPLAN PET INSURANCE \n\nPetplan Pet Insurance offers pet insurance policies that insure dogs and cats in the U.S and Canada\, providing “the most comprehensive coverage in the industry”. Petplan is incorporated under the name Fetch\, Inc.\, and policies are underwritten by XL Specialty Insurance Company and AXIS Insurance Company. \n\n\nRHINO \n\nRhino is an insurance agency that provides renters an alternative to cash security deposits. Instead of paying lump sum cash deposits to landlords\, renters can buy insurance policies from Rhino that covers rental for damage or lost rent. This frees up cash for the renter and makes securing a tenant easy for the landlord. \n\n\nSPRING VENTURE GROUP  \n\nSpring Venture Group offers direct-to-consumer Medicare Supplement\, Medicare Advantage\, dental\, and vision health insurance products. SVG uses data analytics and technology to navigate insurance options to get the best possible rates for their clients. \n\n\nTIPTREE INC. \n\nTiptree Inc. (NASDAQ: TIPT) is a holding company that allocates capital across a broad spectrum of businesses\, assets and other investments. The company’s largest operating business\, Fortegra\, is a leading specialty insurer\, which focuses on niche lines and fee-oriented services. The company also allocates capital to a diverse group of select investments referred to as Tiptree Capital. For more information\, please visit www.tiptreeinc.com. \n\n\nTHIMBLE \n\nThimble is a technology-enabled insurance broker that makes it easy for 140+ professions like handymen\, landscapers\, DJs\, artisans\, and others to get the right insurance for a particular opportunity. Customers can buy a policy online\, in the app\, or over the phone\, and can get coverage by the job\, month or year. The company has sold over 100\,000 policies since 2016. \n\n\nTREMOR TECHNOLOGIES\, INC  \n\nTremor Technologies\, Inc. is a smart marketplace that transparently prices and syndicates re/insurance risk. Tremor’s modern\, easy-to-use interface and state-of-the-art quoting and matching technologies allow protection buyers and capacity sellers to trade at optimal market clearing pricing. \n\nPresented in Partnership With
URL:https://cfany.org/event/25th-annual-insurance-conference/
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:20211110T123000
DTEND;TZID=America/New_York:20211110T170000
DTSTAMP:20260718T102144
CREATED:20210913T193946Z
LAST-MODIFIED:20211108T155135Z
UID:69870-1636547400-1636563600@cfany.org
SUMMARY:XBRL Investor Forum 2021: Data that Delivers
DESCRIPTION:OverviewHear SEC Commissioner Caroline A. Crenshaw and Independent Corporate Director\, former FASB Chairperson Leslie Seidman give keynote speeches at the XBRL US Investor Forum. This half-day event focuses on how good quality\, granular\, machine-readable data drives greater automation and produces more dependable and consistent outcomes for researchers\, analysts\, investors\, corporate planners\, auditors\, and regulators. Structured financial statement data makes fintech applications like Artificial Intelligence more reliable. Case studies will cover topics like the implications of the CARES Act on public companies\, effective analysis of tax-related issues\, benchmarking\, ESG reporting\, and peer analysis.  \nThe program was developed by XBRL US and is held in partnership with Baruch College’s Zicklin School of Business\, CFA Institute\, and CFA Society New York. The event is free to attend but registration is required. \nAgenda12:30 – 12:40 PM | WELCOME & INTRODUCTIONS \n\nCampbell Pryde\, President and CEO\, XBRL US \nMike Schlanger\, Vice President Solution Sales\, Toppan Merrill \n\n\n12:45 – 1:15 PM | KEYNOTE PRESENTATION \n\nLeslie Seidman\, Independent Corporate Director\, Former Chair of the Financial Accounting Standards Board (FASB) \n\n\n1:20 – 1:50 PM | KEYNOTE PRESENTATION \n\nCommissioner Caroline A. Crenshaw\, United States Securities and Exchange Commission \n\n\n1:55 – 2:15 PM | HOW DATA STANDARDS SUPPORT BETTER ANALYTICS\nThe structure of standardized data allows users to disaggregate to a highly granular level\, and to combine and query facts in meaningful ways. Get a “bird’s eye view” into the structure of XBRL-formatted data and why it is so valuable to app builders and data consumers. \n\nSpeakers: \nPhillip Harrison\, Director – Assurance Innovation\, PwC \nJennifer J. Neglia\, Partner\, PwC \n\n\n2:20 – 3:10 PM | DELIVERING VALUE FOR ANALYSTS & INVESTORS\nAnalytics can involve querying and screening on vast amounts of data\, as well as conducting highly granular research on individual company disclosures. Corporate financials must be timely\, good quality\, and easily accessible. Attend this session to hear securities analysts and investors provide examples to illustrate how access to machine-readable\, detailed data available through SEC filings today has lowered the cost of analytics\, delivering better value to the investment community. \n\nSpeakers \nSwathy Sekhar Anand\, Vice President\, Moody’s Investor Services \nChristine Cheng\, Visiting Academic Scholar at the Securities Exchange Commission’s Division of Economic and Risk Analysis Office of Structured Disclosure \nPranav Ghai\, CEO\, Calcbench \nModerator \nCathy H. Conlon\, Vice President\, Issuer Strategy & Product\, Broadridge Financial Solutions\, Inc. \n\n\n3:15 – 4:05 PM | CONDUCTING BETTER\, MORE EFFECTIVE CORPORATE DISCLOSURE RESEARCH\nCorporate financials are not just for investors. Auditors\, public companies\, academics\, and regulators are all intensive users of public company financial statement data. Walk through real-world case studies to learn how data users leverage machine-readable data to perform better\, faster\, more effective analytics. \n\nSpeakers: \nAaron Astrachan\, Director\, Financial Planning & Analysis\, MOOG\, Inc. \nLeslie Robinson\, Professor of Business Administration\, Tuck School of Business\, Dartmouth College \nJenny Simpson\, Financial Reporting Manager\, Whiting Petroleum Corporation \n\n\n4:10 – 5:00 PM |  FUTURE OF MACHINE-READABLE DATA FOR INVESTORS\nStructuring “unstructured” data\, improving outcomes from AI platforms\, automating corporate Environmental-Social-Governance (ESG) data. These are all programs we will see in the very near future. Attend this session to find out where these initiatives stand and how soon we can expect to see them realized. \n\nSpeakers: \nChristine Tan\, PhD\, Co-founder and Chief Research Officer\, idaciti \nKristina Blaschek\, Director of Business and Technology Solutions\, William Blair \nMadhu Mathew\, Director of Technology\, Sustainability Accounting Standards Board (SASB) \n\nSponsors
URL:https://cfany.org/event/xbrl-investor-forum-2021-data-that-delivers/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211111T120000
DTEND;TZID=America/New_York:20211111T200000
DTSTAMP:20260718T102144
CREATED:20211001T215607Z
LAST-MODIFIED:20211026T204234Z
UID:70144-1636632000-1636660800@cfany.org
SUMMARY:Introduction to Data Science for Finance
DESCRIPTION:Please note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop.This prerequisite Python course takes attendees\, on average\, 8-10 hours to complete and does not need to be completed in one sitting. \nOverviewA one-day virtual conference\, Presented by Cognitir. \nThe amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an\ninnovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \nEarly Bird Rate\n$415 Members | $515 Nonmembers\nEarly Bird Rate expires November 4th \nCourse Curriculum×Course CurriculumIntroduction to Data Science for Finance & Fintech \n\nWhat is data science\, why is it relevant to Finance & Fintech\nExplanation of the hype around data science\, machine learning & big data\n\nThe Data Science Process \n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & Recommendations\n\nOverview of Other Common Data Science Methods \n\n Supervised vs. unsupervised learning\n\nClassification in Python for Finance & Fintech \n\nWhen to use classification tasks\n Overview and implementation of decision tree classification in Python to obtain better customer insights\n Evaluation of classification tasks using accuracy\, confusion matrices\, expected value\, etc.\n Visualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\n Selecting informative attributes via information gain and entropy analyses\n\nClustering in Python for Finance & Fintech \n\nWhen to use clustering tasks\nOverview and implementation of k-means in Python clustering in Python to understand stock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\nBig Data for Finance \n\nWhat is Big Data and why is Big Data relevant to Finance & Fintech\n How does Big Data relate to the concepts taught in this course\nOverview of most common Big Data technologies\n\nWrap-Up and SummaryCloseCourse 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 An overview of data science methods relevant to finance and fintech\nHands-on Python programming experience\n Understanding of effective data visualization techniques using Python\nCourse notes\, certificate of completion\, and post-seminar email support for 3 months\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n A Computer Science 101 pre-course webinar\n\nWho Is This For \nThis course is relevant for students and professionals who want to gain a hands-on introduction to essential\ndata science methods that are utilized in finance\, fintech\, and business.”
URL:https://cfany.org/event/introduction-to-data-science/
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:20211116T082000
DTEND;TZID=America/New_York:20211116T113500
DTSTAMP:20260718T102144
CREATED:20210817T203924Z
LAST-MODIFIED:20230914T175707Z
UID:69541-1637050800-1637062500@cfany.org
SUMMARY:2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit
DESCRIPTION:OverviewA virtual Asset Owner Series event\, presented in collaboration with CFA Society Peru \nThis Asset Owner Series Virtual Summit will take a comprehensive look at topics directly affecting Latin American asset owners. Hear from international investors\, asset managers and owners\, and other experts on the most pressing issues facing Latin American investments today. \nPresenters will discuss political considerations on a regional and international scale\, changing economic and regulatory policies that are impacting investment decisions\, and ongoing risks and opportunities in a post-COVID environment. Learn how ESG trends and infrastructure needs could help determine the stability \nAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda8:20 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \nIñigo Bengoechea\, CFA\, CPA\, CAIA\, FRM\, Senior Director\, CFA Institute \n\n\n8:30 AM |  PANEL DISCUSSION \n\nModerator \nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments; Chair – Advocacy Council\, LATAM and the Caribbean \n\nPanel \nFrancisco Mina\, Head of Equities\, AFP Habitat \nFernando Manrique\, CFA\, CAIA\, Deputy CIO and Head of Bottom-Up Strategy\, AFP Integra \n\n\n9:30 AM | PANEL DISCUSSION \n\nModerator \nHugh Miller\, CFA\, PMP\, Head of Asset Management\, JN Fund Managers Limited \n\nPanel \nNerisha Farquharson\, CFA\, Vice President – Treasury and Private Equity\, Proven Management Limited \nMonique Frederick\, CFA\, FRM\, Head of Asset Management\, Butterfield Bank (Cayman) Limited \nBruce Jackson\, CFA\, HBA EVP\, Chief Wealth Management Officer\, Clarien Bank Limited \nRichard Look Kin\, General Manager\, First Citizens Investment Services \nRamon Small-Ferguson\, CFA\, FRM\, CAIA\, Executive Vice President\, Asset Management & Research\, Barita Investments Limited \n\n\n10:30 AM |  PANEL DISCUSSION \n\nModerator \nIñigo Bengoechea\, CFA\, CPA\, CAIA\, FRM\, Senior Director\, CFA Institute \n\nPanel \nAndres Herrera\, CIO\, Colfondos S.A. \nEduardo Atehortua\, Head of Latam (ex-Brazil)\, Principles for Responsible Investments (PRI) \nFiona Stewart\, Lead Financial Sector Specialist\, Long-term Finance Team\, World Bank Finance\, Competitiveness & Innovation Global Practice \n\n\n11:35 AM | CLOSING REMARKS \n\nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments; Chair\, Advocacy Council\, LATAM and the Caribbean \n\nAdditional DetailsAreas of Focus \n\nLATAM political and policy issues facing today’s investors\nAsset allocation considerations in emerging markets
URL:https://cfany.org/event/2nd-annual-latam-caribbean-asset-owners-series-virtual-summit/
LOCATION:Virtual Only
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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DTSTART;TZID=America/New_York:20211116T120000
DTEND;TZID=America/New_York:20211116T133000
DTSTAMP:20260718T102144
CREATED:20201210T001635Z
LAST-MODIFIED:20210304T200727Z
UID:65205-1637064000-1637069400@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-15/
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
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