BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20200308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20201101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200604T120000
DTEND;TZID=America/New_York:20200604T130000
DTSTAMP:20260714T185806
CREATED:20200602T045339Z
LAST-MODIFIED:20200603T234128Z
UID:61029-1591272000-1591275600@cfany.org
SUMMARY:Down and Under: The Pandemic’s Impact on the World’s Oil Industry
DESCRIPTION:OverviewThe Centennial Speaker Series presents a moderated conversation with Paolo Scaroni\, former CEO and general manager of Eni Spa Oil and Gas and deputy chairman of Rothschild Group. This event is co-sponsored by the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nJoin us for a discussion on the unprecedented collapse on the oil market. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | DISCUSSION \n\nModerator\nAndrea Mennillo\, Managing Director and Founding Partner of IDA Capital Ltd.\, London \nInterviewee\nPaolo Scaroni\, Former CEO Eni Oil and Gas Company\, Deputy Chairman of Rothschild Group \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC; Co-Chair of Value Investing Group of CFA Society of New York \n\nHosted By
URL:https://cfany.org/event/down-and-under-the-pandemics-impact-on-the-worlds-oil-industry/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200608T010000
DTEND;TZID=America/New_York:20200608T140000
DTSTAMP:20260714T185806
CREATED:20200608T233813Z
LAST-MODIFIED:20200608T234026Z
UID:61176-1591578000-1591624800@cfany.org
SUMMARY:[CFA Society Boston Webinar] Shared Caregiving: How Fathers May Hold the Key to Women's Advancement
DESCRIPTION:OverviewAn important but sometimes overlooked issue in addressing the challenges women face in terms of career development and advancement is the role that men play in the family and on the homefront. While corporate efforts to support women through mentoring\, job rotation\, leadership training and accelerated development programs are important\, the existence of a shared caregiving model at home is perhaps even more important when it comes to helping women advance. \nResearch conducted by the Boston College Center for Work & Family over the last decade on working fathers has shown the evolution of men’s attitudes and aspirations for a more equitable distribution of family responsibilities. At the same time however\, men’s aspirations toward shared caregiving does not always reflect reality on the ground. In spite of fathers’ good intentions\, mothers still do more than twice as much in terms of domestic tasks and caregiving. This fact may represent the greatest single obstacle to women’s advancement. This imbalance has often been referred to not as the glass ceiling\, but rather the “maternal wall.” \nJoin us for a review of this research on today’s fathers and a discussion of how understanding this is important to women and men in both their professional and personal lives. Our presenter will be Professor Brad Harrington executive director of the Center for Work & Family and a research professor in the Carroll School of Management. \nThis event is complimentary and open to members and non-members. Registrants will receive dial-in information the Friday before the start of the event. \nAdditional DetailsLearning Outcomes \n\nHow a shared caregiving model at home can help women advance in their careers\nReview of research conducted by the Boston College Center for Work & Family over the last decade on working fathers\nMothers do more than twice as much in terms of domestic tasks and caregiving\, an obstacle to women’s career advancement\nUnderstanding how more equitable distribution of family responsibilities can impact women and men in both their professional and personal lives
URL:https://cfany.org/event/cfa-society-boston-webinar-shared-caregiving-how-fathers-may-hold-the-key-to-womens-advancement/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200608T100000
DTEND;TZID=America/New_York:20200608T110000
DTSTAMP:20260714T185806
CREATED:20200427T202000Z
LAST-MODIFIED:20200528T165837Z
UID:60090-1591610400-1591614000@cfany.org
SUMMARY:What's Next for India's Infrastructure and Other Investments?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from Prakash Rao\, of India’s sovereign wealth fund National Investment and Infrastructure Fund (NIIF)\, about the agenda for the second largest country in the world\, by population. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda10:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nAmit Chakarabarty\, Director\, Institutional Relations\, South & Southeast Asia\, CFA Institute \n\n\nInterviewee\nPrakash Rao\, Executive-Director of Investments\, National Investment and Infrastructure Fund (NIIF) \n\n\n10:45 AM | Q&A FROM AUDIENCE \n\n11:00 AM |  CLOSING REMARKS & ADJOURNMENT \n\nSanjay Arora\, CFA\, CMA\, ACA\, Managing Director – Institutional Fixed Income Capital Markets\, Raymond James; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nInfrastructure funding\nAsset Allocation\nEmerging markets
URL:https://cfany.org/event/whats-next-for-indias-infrastructure-and-other-investments/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200608T120000
DTEND;TZID=America/New_York:20200610T140000
DTSTAMP:20260714T185806
CREATED:20200106T162840Z
LAST-MODIFIED:20200610T162816Z
UID:57663-1591617600-1591797600@cfany.org
SUMMARY:30th Annual High Yield Bond Conference
DESCRIPTION:OverviewA three-day virtual conference \nMaster Class \nmonday\, June 8\nThis program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as aspiring high yield practitioners\, providers of services to high yield managers\, institutional asset allocators\, and investment advisors\, who seek to better understand the role of high yield bonds in their portfolios. \n30th Annual Conference (General Session I & II) \ntuesday\, june 9 & Wednesday\, June 10\nCFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors\, and financial advisors\, who allocate to the high yield asset class\, as well as providers of services to money managers. \nRegistration Options \nDay 1 Only$FREEfor membersNonmembers: $30June 8 (Day 1)Master Class OnlyRegister3-Day Combo$30for membersNonmembers: $90 June 8\, 9 and 10Master Class\, General Session I + IIRegister2-Day Combo$30for membersNonmembers: $80 June 9 and 10 (Days 2 + 3)General Session I + IIRegisterAgendaMaster ClassGeneral Session IGeneral Session IIMaster Class\nMOnday\, June 8\n\n12:00 PM | Welcome & Introductions \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n12:05 PM | The Corporate Bankruptcy Process \nGregory Schwed\, Partner\, Loeb & Loeb LLP \n12:35 PM | Credit Analysis Case Study \nVince Kong\, Senior Credit Analyst\, Aflac Global Investments \n1:20 PM | High Yield Bond Covenants \nLaura Kaufmann Belkhayat\, Partner\, Corporate Finances at Skadden\, Arps\, Slate\, Meagher & Flom LLP & Affiliates \n1:45 PM | Transacting in the High Yield Bond Market Then and Now \nAlan Schlesinger\, Founder and Managing Partner\, Alchemy Management LLC. \n2:20 PM | Conclusion & Adjournment \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session I\nTuesday\, June 9\n\n12:00 PM | Welcome & Introductions \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n12:05 PM | Market Outlook \nMariarosa Verde\, Group Credit Officer\, Moody’s Investors \n12:35 PM | Buy Side Panel \nDavid J. Breazzano\, President\, DDJ Capital Management\, LLC \nGene Neavin\, CFA\, Vice President\, Portfolio Manager\, Senior Investment Analyst\, Federated Hermes \n1:15 PM | Loan Market: the COVID-19 Reset \nJeffrey Bakalar\, Senior Managing Director & Chief Investment Officer\, Senior Loans\, Voya Investment Management \nJudith Fishlow Minter\, Managing Director\, Co-Head Loan Capital Markets\, Royal Bank of Canada Capital Markets \nLeland Hart\, Co-Chief Investment Officer\, Alcentra \nSteven Miller\, Team Leader\, LevFin Intelligence Group\, Fitch Solutions \n1:55 PM | Mutual Funds / ETF \nTodd Rosenbluth\, Senior Director of ETF & Mutual Fund Research\, CFRA \n2:30 PM | Conclusion & Adjournment \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session II\nWednesday\, June 10\n\n12:00 PM | Welcome & Introductions \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n12:05 PM | Keynote Address: Credit Picks for the Current Environment \nBruce Richards\, Chairman & CEO\, Marathon Asset Management LP \n12:40 PM | Research Innovations – Special Focus: Duration \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nNoel Hebert\, CFA\, Global Director of FICC Strategies\, Bloomberg Intelligence \nMichael Anderson\, Head of U.S. Credit Strategy\, Citigroup \n1:25 PM | Leveraged loan Trends \nMarina Lukatsky\, Senior Director\, Leveraged Commentary & Data\, S&P Global Market Intelligence \n2:05 PM | Conclusion & Adjournment \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nEvent Media & Related ContentSee multimedia content from last year’s conference: \n29th Annual High Yield Bond Conference & Master Class »
URL:https://cfany.org/event/30th-annual-high-yield-bond-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200610T140000
DTEND;TZID=America/New_York:20200610T144500
DTSTAMP:20260714T185806
CREATED:20200609T014754Z
LAST-MODIFIED:20200609T014754Z
UID:61182-1591797600-1591800300@cfany.org
SUMMARY:[CFA Institute Webinar] Fixed Income Management—Navigating Risks to Bond Markets from COVID-19
DESCRIPTION:OverviewAttendance is limited. Please register early. \nIn this webinar\, Anne Walsh\, CFA\, will discuss strategies to weather near-term bond market risks from COVID-19 and a global recession and take advantage of attractive fixed income investment opportunities as they unfold. \nDespite zero to negative interest rates in many global bond markets and extraordinary fiscal and monetary policy responses to COVID-19\, corporate credit risk continues to rise. Investment grade bond investors must contend with the downgrade risk of BBBs hanging over markets that is likely to be exacerbated by a deep global recession. Anne Walsh\, CFA will analyze current market dynamics in corporate credit and other fixed income sectors\, explore the effects and unintended consequences of recent policy responses and discuss fixed income strategies to navigate risks and potential investment opportunities ahead. \nAdditional DetailsAnne Walsh\, CFA\nChief Investment Officer\, Fixed-Income\, Guggenheim \nAnne Walsh\, CFA\, is chief investment officer for fixed income at Guggenheim Partners\, where she also serves as head of the portfolio construction group and portfolio management team. She is responsible for meeting the return and risk needs of the firm’s fixed-income clients\, including insurance companies\, corporate and public pension funds\, sovereign wealth funds\, endowments and foundations\, consultants\, wealth managers\, and high-net-worth investors. Previously\, she served as chief investment officer at Reinsurance Group of America\, Incorporated\, and as vice president and senior investment consultant at Zurich Scudder Investments. She holds BSBA and MBA degrees from Auburn University and a JD degree from the University of Miami School of Law. \nChristopher T. Vincent\, CFA\nCEO\, CFA Society Chicago \nChristopher T. Vincent\, CFA\, is CEO of CFA Society Chicago. Previously\, he served as partner and senior fixed-income portfolio manager at William Blair. He was a portfolio manager for the firm’s Core Fixed Income\, Intermediate Fixed Income\, Low Duration Fixed Income\, and Ready Reserves strategies. Mr. Vincent also served as a portfolio manager at Kemper Financial Services (and its successor firms)\, where he managed core and core plus fixed-income portfolios for institutional clients. He began his investment career as a pension plan sponsor at Ralston Purina. Mr. Vincent has served as chairman\, vice chair\, and secretary/treasurer of the board of directors of CFA Society Chicago and has served on the CFA Institute Annual Conference Advisory Group. He earned a BSBA from the University of Missouri and an MBA from Saint Louis University.
URL:https://cfany.org/event/cfa-institute-webinar-fixed-income-management-navigating-risks-to-bond-markets-from-covid-19/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200615T120000
DTEND;TZID=America/New_York:20200615T130000
DTSTAMP:20260714T185806
CREATED:20200427T211211Z
LAST-MODIFIED:20200611T183406Z
UID:60098-1592222400-1592226000@cfany.org
SUMMARY:A View from the Top of the Real Estate Market
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nView the current pressures on the real estate markets through the lens of one of its stars\, Kent Swig of Swig Equities. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nBrian DeLucia\, Managing Partner\, Arrivato \n\n\nInterviewee\nKent Swig\, Owner\, Swig Equities \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nSanjay Arora\, CFA\, CMA\, ACA\, Managing Director – Institutional Fixed Income Capital Markets\, Raymond James; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nCommercial real estate\nWealth management and diversification around concentrated assets
URL:https://cfany.org/event/a-view-from-the-top-of-the-real-estate-market/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200617
DTEND;VALUE=DATE:20200619
DTSTAMP:20260714T185806
CREATED:20200106T171130Z
LAST-MODIFIED:20200616T154050Z
UID:57676-1592352000-1592524799@cfany.org
SUMMARY:Ben Graham VII Annual Conference
DESCRIPTION:OverviewA two-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThe Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee (value investment) event. The two-day conference will feature panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned\, and much more! Including: \n\nLearning from some of the leading value investors of today\nExploring alternative value investment strategies in bottom up equity\, credit\, alternatives\, and macro driven approaches\nLearning how to apply advanced research skills to uncover value opportunities\nA diverse slate of first-rate speakers and thought leaders\, drawn from prominent investment organizations\n\n\nThe event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of the value investing as well as educational event. \nConference Dates:\nWed. June 17 & Thurs. June 18 \n\n\n\nStandard Pricing Available Through June 17 \nDay 1 Only$65for membersNonmembers: $125RegisterCombo - Day 1+2$110for membersNonmembers: $200RegisterDay 2 Only$65for membersNonmembers: $125RegisterDay 18:20 AM | WELCOMING REMARKS \n\nKris Thiessen\, CFA\,CAIA\, EA\nChair\, Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\n\n8:25 AM | FORDHAM WELCOME REMARKS \n\nJames Russell Kelly\nDirector\, Gabelli Center for Global Security Analysis \n\n\n8:30 AM | KEYNOTE PRESENTATION \n\nAdam Barth\nDirector of Equity Research\, Gotham Asset Management\, LLC\n \n\n\n9:15 AM | BREAK \n\n9:20 AM | US VALUE PANEL \n\nModerator \nJeremy Miller\nAnalyst\, J.P. Morgan Asset Management \nPanelists \nCharles K. Bobrinskoy\nVice Chairman\, Head of Investment Group\, Ariel Investments \nElliot Trexler\nPresident & Chief Investment Officer\, Global Return Asset Management\, LLC \nMeggan Walsh\, CFA\nSenior Portfolio Manager\, Invesco \nHimayani Puri\nSenior Managing Director\, Director of Research\, First Manhattan Co. \nAndrew Wellington\nChief Investment Officer\, Co-Founder\, Lyrical Asset Management \n\n\n11:25 AM | BREAK \n\n11:30 AM | INTERNATIONAL VALUE PANEL \n\nModerator \nAlistair Dupont\, CFA\, Secretary\, CFA Society New York Value Investing Group \nPanelists \nJay Hill\, CFA\nAnalyst\, Investment Committee\, Tweedy Browne \nMicky Jagirdar\nCo-Portfolio Manager\, Global Concentrated\, Ariel Investments \nIsaac Schwartz\nPortfolio Manager\, Robotti Global Fund \nTucker Scott\nFounding Partner\, Portfolio Manager\, Bergen Park Capital \n\n\n1:15 PM | BREAK \n\n1:20 PM | ADVANCED FINANCIAL RESEARCH \nIntroduced by Mathias Strohfeldt\, CFA\, Co-Chair\, CFANY Value Investing Group \n\nCheryl Strauss Einhorn\nFounder\, CSE Consulting \n\n\n2:00 PM | CLOSING REMARKS \n\nMathias Strohfeldt\, CFA\nCo-Chair\, CFANY Value Investing Group \n\nDay 28:55 AM | WELCOMING REMARKS \n\nMichael Chang\, CFA\nVice Chair\, CFANY Value Investing Group \n\n\n9:00 AM | DIFFERENTIATED & DIVERSIFYING INVESTMENT STRATEGIES PANEL \n\nModerator \nSanford “Sandy” Rich\nExecutive Director\, NYC Board of Education Retirement System \nPanelists \nMichelle Borré\, CFA\nHead of Fundamental Alternative Strategies\, Invesco  \nJonathan Brolin\nFounder and Managing Partner\, Edenbrook Capital\, LLC \nNancy Davis\nFounder\, Managing Partner\, Quadratic Capital \nGlenn H. Tongue\, MBA\nGeneral Partner\, Portfolio Manager\, Deerhaven Capital Management \n\n\n10:45 AM | BREAK \n\n10:50 AM | CREDIT & HIGH YIELD KEYNOTE \nIntroduced by Yi Fu Lee\, CFA\, CPA\, CAIA\, Equity Research Director\, Oppenheimer & Co. Inc. \n\nJamie Zimmerman\nPortfolio Manager and Founder\, Litespeed \n\n\n11:25 AM | CREDIT & HIGH YIELD PANEL \n\nModerator\n\nAnders Maxwell\nSenior Advisor\, PJ Solomon \nPanelists \nMark Howard\, CFA \nManaging Director\, Senior Multi-Asset Specialist\, BNP Paribas \nMartin Fridson\, CFA\nChief Investment Officer\, Lehmann Livian Fridson Advisors \nWilliam Schatz\nDirector\, CarVal Investors \nJamie Zimmerman\nPortfolio Manager and Founder\, Litespeed \n\n\n1:00 PM | BREAK \n\n1:05 PM | KEYNOTE PRESENTATION \nIntroduced by Joseph Cordi\, CFA\, Vice President and Equity Research Analyst\, Citi Investment Management \n\nDoug Noland\nTS Portfolio Manager\, Maps Market Strategist\, McAlvany Wealth Management \n\n\n1:50 PM | CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\nCo-Chair\, CFA Society New York Value Investing Group \n\nEvent Media & Related Content\n\nSee more multimedia from last year’s conference: \nBen Graham VI Annual Conference » \nSponsorship
URL:https://cfany.org/event/ben-graham-vii-annual-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T093000
DTEND;TZID=America/New_York:20200617T103000
DTSTAMP:20260714T185806
CREATED:20200609T003454Z
LAST-MODIFIED:20200609T220626Z
UID:61180-1592386200-1592389800@cfany.org
SUMMARY:[CAIA Association Webinar] Gender Parity in the Age of COVID-19: Minor shift or breakthrough?
DESCRIPTION:OverviewIn this one-hour discussion\, we’ll talk with three heads of organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Has the current pandemic changed the dynamics enabling women to be more effective workers\, leaders\, and mentors? How can we capitalize on remote work – increasing exposure of young women and girls to finance and providing leadership training that may play to women’s strengths? \nJoin CAIA Managing Director Deborah McLean in a conversation with Amanda Pullinger\, CEO\, 100 Women in Finance\, Janet Cowell\, CEO\, Girls Who Invest\, and Lindsay Burton\, Founder & President\, Kayo Conference Series– you are sure to come away energized and with a new perspective on what could be. \nSpeakersLindsay Burton\nFounder & President\, Kayo Conference Series \nJanet Cowell\nChief Executive Officer\, Girls Who Invest \nAmanda Pullinger\nChief Executive Officer\, 100 Women in Finance \nAdditional DetailsLearning Outcomes \n\nHow to close the gap in both interest and success in the financial fields for women and girls\nHas the current pandemic changed the dynamics enabling women to be more effective workers\, leaders\, and mentors?\nHow can we capitalize on remote work – increasing exposure of young women and girls to finance and providing leadership training that may play to women’s strengths?
URL:https://cfany.org/event/caia-association-webinar-gender-parity-in-the-age-of-covid-19-minor-shift-or-breakthrough/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T120000
DTEND;TZID=America/New_York:20200619T200000
DTSTAMP:20260714T185806
CREATED:20200511T142916Z
LAST-MODIFIED:20200511T143014Z
UID:60454-1592395200-1592596800@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 12PM – 8PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.Schedule\nVirtual training runs daily from 12pm to 8pm EST. 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. \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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200622T120000
DTEND;TZID=America/New_York:20200622T130000
DTSTAMP:20260714T185806
CREATED:20200602T053247Z
LAST-MODIFIED:20200603T215436Z
UID:61037-1592827200-1592830800@cfany.org
SUMMARY:Value Investing Group Meeting: Sovereign Debt: A Looming Debt Crisis?
DESCRIPTION:OverviewThe Centennial Speaker Series presents a moderated conversation with Anne-Laure Kiechel\, founding partner of Global Sovereign Advisory. Kiechel will discuss sovereign debt and address the question: How should bilateral institutional and government lending partners respond to the need for an efficient resolution of what appears to be a looming debt crisis? \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | DISCUSSION \n\nModerator \nAndrea Mennillo\, Managing Director and Founding Partner of IDA Capital Ltd.\, London \nInterviewee \n Anne-Laure Kiechel\, Founding Partner of Global Sovereign Advisory \n\n\n12:45 PM | Q & A \n\n1:00 PM |  CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC\, Co-Chair of Value Investing Group of CFA Society of New York \n\nHosted by
URL:https://cfany.org/event/value-investing-group-meeting-sovereign-debt-a-looming-debt-crisis/
LOCATION:Virtual Only
CATEGORIES:Interest Group Meetings,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200622T180000
DTEND;TZID=America/New_York:20200622T190000
DTSTAMP:20260714T185806
CREATED:20200427T212003Z
LAST-MODIFIED:20200619T224133Z
UID:60103-1592848800-1592852400@cfany.org
SUMMARY:One Local Retirement Fund Investor's View
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nNatalie Jenkins Sorrell\, Deputy Chief Investment Officer – ERF Dallas shares her views of the US markets and managing through the volatility. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nBill J. Kelly\, Chief Executive Officer\, CAIA Association \n\n\nInterviewee\nNatalie Jenkins Sorrell\, Deputy CIO\, ERF Dallas \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM | CLOSING REMARKS & ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nPublic and private market asset allocation\nManager search & selection
URL:https://cfany.org/event/one-sovereign-investors-view/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200625T100000
DTEND;TZID=America/New_York:20200625T110000
DTSTAMP:20260714T185806
CREATED:20200608T165009Z
LAST-MODIFIED:20200608T230924Z
UID:61153-1593079200-1593082800@cfany.org
SUMMARY:[CAIA Association Webinar] The Next Decade of Alternative Investments: Perspectives from CAIA Association & AIMA
DESCRIPTION:OverviewPlease join Bill Kelly\, CEO\, CAIA Association\, Jack Inglis\, CEO AIMA\, John Bowman\, Senior Managing Director\, CAIA Association\, and Michelle Noyes\, Managing Director\, AIMA – AMRS as they discuss CAIA’s recent industry report\, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship. \nBoth CAIA and AIMA will discuss the research behind the report and CAIA Association’s four-point call to action for the industry: Commit to education\, embrace transparency\, advocate for diversification\, and democratize but protect. \nAdditional DetailsLearning Outcomes \n\nDiscussion of CAIA Association’s recent industry report\, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship\nUnderstand the research behind the report\nLearn about CAIA’s four-point call to action for the industry:  Commit to education\, embrace transparency\, advocate for diversification\, and democratize but protect
URL:https://cfany.org/event/caia-association-webinar-the-next-decade-of-alternative-investments-perspectives-from-caia-association-aima/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200629T120000
DTEND;TZID=America/New_York:20200629T130000
DTSTAMP:20260714T185806
CREATED:20200427T213739Z
LAST-MODIFIED:20200629T164443Z
UID:60111-1593432000-1593435600@cfany.org
SUMMARY:A View of the African Continent
DESCRIPTION:Note: Our third-party livestreaming server is presently experiencing technical difficulties. As such\, we are unable to broadcast today’s webinar “live.” The program is being recorded at this and will be published by 5:00pm (ET) this afternoon. We apologize for the inconvenience. \nOverviewA virtual Asset Owner Series™ event \nHow do asset owners from a sovereign fund\, pension plan and infrastructure fund view the impact of the pressures\, and the values\, on the African continent? \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nHubert Danso\, CEO\, Chairman\, Africa Investor (AI) Group \n\n\nInterviewees\nUche Orji\, Chief Executive Officer\, Nigerian Sovereign Investment Authority  \nSolomon Asamoah\, Chief Executive Officer\, Ghana Infrastructure Investment Fund (GIIF) \nDave Uduanu\, CFA\, CEO\, Sigma Pensions Limited\, Nigeria; Chair\, African Pension Fund Network  \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS \n\nSanjay Arora\, CFA\, CMA\, ACA\, Managing Director – Institutional Fixed Income Capital Markets\, Raymond James; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nEmerging Market Sovereign Investments\nInfrastructure Investment\nRates and yields in the current market
URL:https://cfany.org/event/a-view-of-the-african-continent/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200630
DTEND;VALUE=DATE:20200704
DTSTAMP:20260714T185806
CREATED:20200611T183506Z
LAST-MODIFIED:20200908T142711Z
UID:61259-1593475200-1593820799@cfany.org
SUMMARY:Global Policymakers Series (GPS) Inaugural Summit 2020
DESCRIPTION:Global Policymakers Series (GPS)Inaugural Summit 2020OverviewA virtual  Asset Owner Series™ event \nThis series of webinars will include speakers that are political figures in the US\, primarily\, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. \nAgenda and LineupSummit Assets\, Resources »Session 1Session 2Session 3Session 4Session 1Content available Tuesday\, June 30 at 12:00pm (ET)\n        \n    \nSUMMIT INTRODUCTION \nMargaret Franklin\, CFA\, CEO\, CFA Institute \n\nWELCOMING REMARKS \nNoel Lateef\, CEO\, Foreign Policy Association \n\nSUMMIT OPENING KEYNOTE ADDRESS \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nJim Allen\, CFA\, Head – Capital Markets Policy – Americas\, Standards and Advocacy Division\, CFA Institute \n\nKeynote \nHester Peirce\, Commissioner\, Securities and Exchange Commission \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nGOVERNMENT RESPONSE TO COVID-19 \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nNoel Lateef\, President & CEO\, Foreign Policy Association  \n\nPanelists \nThe Hon. Maurizio Greganti\, Deputy Chief of Mission\, Embassy of Italy in Washington\, Italian Republic \nYun-ju Ko\, Director for North American Affairs – Ministry of Foreign Affairs\, Republic of Korea \nHon. Ambassador Huang Ping\, Consul General of the People’s Republic of China in New York\, Republic of China \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nECONOMIC AND SOCIAL RECOVERY \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nRoger Blissett\, Head of Government Affairs\, Mitsubishi UFJ Financial Group\, Inc. \n\nPanelists \nDr. Costis Maglaras\, Dean\, Columbia Business School \nDr. Frank Snowden\, Andrew Downey Orrick Professor Emeritus of History & History of Medicine\, Yale University \nCatherine Loubier\, Delegate General of Québec in New York\, Government of Québec \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nGEOPOLITICAL FALLOUT FROM COVID-19 \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nWillem Kooyker\, Founder and Chairman\, Blenheim Capital Management \n\nPanelists \nThe Hon. Kevin Rudd\, President\, Asia Society Policy Institute; Former Prime Minister\, Australia \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nSESSION 1 CLOSING REMARKS \nNoel Lateef\, President & CEO\, Foreign Policy Association \nSession 2Content available Wednesday\, July 1 at 12:00pm (ET)\n        \n    \nWELCOMING REMARKS \nStephen M. Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director\, Americas Region and Professional Learning\, CFA Institute \n\nCOVID-19 AFRICAN POLICY RESPONSE \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nHubert Danso\, CEO & Chairman\, Africa investor (Ai) \n\nPanelists \nChinelo Anohu\, Head/Senior Director\, Africa Investment Forum\, African Development Bank \nAubrey Hruby\, Senior Fellow\, Atlantic Council \nAdmassu Tadesse\, President & Chief Executive\, Trade & Development Bank \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nCOVID-19’S IMPACT ON SOVEREIGN DEBT LEVELS \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nMarc-Olivier Strauss-Kahn\, Honorary Director General\, Banque de France; Non-Resident Senior Fellow\, The Atlantic Council \n\nPanelists \nMarc Goldwein\, Senior Policy Director\, Committee for a Responsible Federal Budget \nJeff Holland\, Vice President of Research\, The Peter G. Peterson Foundation \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nSUSTAINABLE FINANCE RISING TO THE CHALLENGE: A EUROPEAN PERSPECTIVE \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \n\nPanelists \nBertrand de Mazières\, Director General of Finance\, European Investment Bank (EIB)\, the European Union’s multilateral development bank \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nCOVID-19’S IMPACT ON US PENSION UNDERFUNDING \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nMelissa Waller\, President\, AIF Institute \n\nPanelists \nHon. Joshua Gotbaum\, Guest Scholar\, Brookings \nDominic Garcia\, CIO\, Public Employees Retirement Association of New Mexico \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nGLOBAL UNFUNDED ENTITLEMENT PANEL \nIntroduction\nDaniel Fridson\, Family Member\, Fridson Family Office\n \nModerator \nErol Yayboke\, Deputy Director & Senior Fellow\, Center for Strategic and International Studies \n\nPanelists \nGary Shilling\, Ph.D.\, President\, A. Gary Shilling & Co.\, Inc. \nGene Epstein\, Contributor\, American Institute for Economic Research​​​​​​​ \nJohn Tamny\, Editor\, RealClearMarkets \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \nSession 3Content available Thursday\, July 2 at 12:00pm (ET)\n        \n    \nWELCOMING REMARKS \nDaniel Gamba\, CFA\, Global Head of Active Equity Product Strategy\, BlackRock; Vice-Chair\, CFA Institute Board of Governors \n\nCOVID-19’S IMPACT ON EUROPEAN INVESTMENT POLICY SESSION \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nJoel Paula\, CAIA\, Policy Analyst – Long-term Investment Project\, OECD \n\nPanelists \nJohannes S. Kramer\, CFA\, Senior Investment Strategist – Directorate Risk Management\, European Central Bank \nCarlos Martins\, Senior Portfolio Manager\, European Stability Mechanism \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nMULTILATERAL POLICY RESPONSE TO COVID-19 \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nSuzanne Bishopric\, Former Director of Investment Management Division\, United Nations Joint Staff Pension Fund (UNJSPF) \n\nPanelists \nCarlos Perrone\, Treasurer\, United Nations \nJingdong Hua\, Vice President and Treasurer\, World Bank \nMartin Kimmig\, CFA\, Chief Risk Officer\, Asian Infrastructure Investment Bank \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \n\nCOVID-19’S IMPACT ON ESG / INFRASTRUCTURE SESSION \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nHan Yik\, Head of Institutional Investors\, World Economic Forum \n\nPanelists \nAmy Myers Jaffe\, Senior Fellow\, Council on Foreign Relations \nSonja Gibbs\, CFA\, Managing Director and Head of Sustainable Finance\, Institute of International Finance \nDan Carol\, Director\, Milken Institute Center for Financial Markets \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nCOVID-19 FEDERAL RESPONSE SESSION \nIntroduction\nDaniel Fridson\, Family Member\, Fridson Family Office \nModerator \nDr. John Rutledge\, a “Principal Architect” of President Reagan’s economic policies in 1980-81 \n\nKeynote \nLawrence Kudlow\, Assistant to the President for Economic Policy; Director\, National Economic Council \nClosing Remarks\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia \nSession 4\nContent available Friday\, July 3 at 12:00pm (ET)\n        \n    \nWELCOMING REMARKS \nJim Allen\, CFA\, Head – Capital Markets Policy – Americas\, Standards and Advocacy Division\, CFA Institute  \n\nCOVID-19’S IMPACT ON EUROPEAN FINANCIAL POLICY SESSION \nIntroduction\nDaniel Fridson\, Family Member\, Fridson Family Office\n \nModerator \nJosina Kamerling\, Head of Regulatory Outreach EMEA\, CFA Institute \n\nPanelists \nUgo Bassi\, Director of Financial Stability\, Financial Services and Capital Markets Union\, European Commission \nClosing Remarks\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nCOVID-19’S IMPACT ON LATIN AMERICAN MULTILATERAL POLICIES \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nModerator \nMauro Miranda\, CFA\, FRM\, Managing Partner\, Panda Investimentos AAI Ltda; Presidents Council Representative for Atlantic Islands and Latin America\, CFA Institute \n\nPanelists \nEric Parrado Herrera\, Chief Economist and General Manager of the Research Department\, Inter-American Development Bank \nClosing Remarks\nDaniel Fridson\, Family Member\, Fridson Family Office \n\nSUMMIT CLOSING KEYNOTE SESSION \nIntroduction\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \nKeynote \nSteven C. Phillips\, M.D.\, M.P.H.\, Senior Fellow\, Chatham House \nClosing Remarks\nDaniel Fridson\, Family Member\, Fridson Family Office\n \n\nSUMMIT CLOSING REMARKS \n Noel Lateef\, President & CEO\, Foreign Policy Association  \n×Summit Resources and Assets\nSession 1\nETFs and Systemic Risks\nCFA Institute Research Foundation / Brief \nAccounting and Disclosure Information (ADI)\nU.S. Securities and Exchange Commission \nRegulation Best Interest — A Small Entity Compliance Guide\nU.S. Securities and Exchange Commission \nStatement of Hester M. Peirce in Response to Release No. 34-88890; File No. S7-13-19\nU.S. Securities and Exchange Commission \nClose×Summit Resources and Assets\nSession 1Session 2Session 3Session 4Session 1\nETFs and Systemic Risks\nCFA Institute Research Foundation / Brief \nAccounting and Disclosure Information (ADI)\nU.S. Securities and Exchange Commission \nRegulation Best Interest — A Small Entity Compliance Guide\nU.S. Securities and Exchange Commission \nStatement of Hester M. Peirce in Response to Release No. 34-88890; File No. S7-13-19\nU.S. Securities and Exchange Commission \nSession 2\nEU Green Bond Standard\nEuropean Commission \nGreen Bond Market Development and EIB\nEuropean Investment Bank \nBlockchain and Cryptocurrency in Africa\nBaker McKenzie \nG20 Hamburg Action Plan\nG20 \nSession 3\n\nTackling coronavirus (COVID‑19) – Contributing to a global effort\nOrganization for Economic Co-operation and Development \nOur response to the coronavirus pandemic\nEuropean Central Bank \nCovid-19 disrupts savings\, spending and summer holidays in Europe\nING \nA European Green Deal\nEuropean Commission \nThe Case for an Infrastructure Predevelopment Fund\nMilken Institute \nEmbracing the New Age of Materiality: Harnessing the Pace of Change in ESG\nWorld Economic Forum \nSustainable Finance Policy & Regulation: The Case for Greater International Alignment\nInstitute of International Finance \nBuilding a Global ESG Disclosure Framework: A Path Forward\nInstitute of International Finance \nCOVID-19 and Supporting the World of Work\nUnited Nations Global Compact \nToward Common Metrics and Consistent Reporting of Sustainable Value Creation\nWorld Economic Forum \nFrom Recovery to Resilience: How Opportunity Zones Can Help Accelerate Post-COVID Economic Resurgence\nMilken Institute \n‘A month of Sundays:’ Electricity use data reveals secrets of coronavirus lockdown lifestyle\nFortune \nLonger-Run Economic Consequences of Pandemics\nFederal Reserve Bank of San Francisco \nA Crisis Like No Other\, An Uncertain Recovery\nInternational Money Fund \n\nSession 4\nEurope’s moment: Repair and prepare for the next generation\nEuropean Union \nCapital markets union action plan\nEuropean Union \nThe Business Case for ESG Investing for Pension and Sovereign Wealth Funds\nInter-American Development Bank June 2020 \n\nCloseSession 1Session 2Session 3Session 4Session 1 \nYour Content Goes Here \nSession 2 \nYour Content Goes Here \nSession 3 \nYour Content Goes Here \nSession 4 \nYour Content Goes Here \n\nAdditional DetailsLearning Outcomes \n\nPublic policy impact on investments\nPublic pension underfunding factors
URL:https://cfany.org/event/presenting-global-policymakers-series/
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:20200630T173000
DTEND;TZID=America/New_York:20200630T183000
DTSTAMP:20260714T185806
CREATED:20200623T180836Z
LAST-MODIFIED:20200629T151554Z
UID:61559-1593538200-1593541800@cfany.org
SUMMARY:Young Leaders Group Career Fair: Advance Your Career With AlixPartners
DESCRIPTION:OverviewJoin us on Tuesday\, June 30th at 5:30pm for the second of these virtual sessions with the global consultancy AlixPartners\, as representatives from their turnaround and restructuring (TRS) and enterprise improvement (EI) teams talk about the firm\, its work\, and how the firms unique culture has allowed AlixPartners to grow from one man and an idea into a global firm with more than 2\,000 employees and $1B+ in revenue. \nMembers that are interested in engaging with AlixPartners’ recruiting needs are strongly encouraged to submit their resumes through the company’s talent management portal by Monday\, June 29th\, and review open positions on the company website. Come with questions! \nAgendaWELCOMING REMARKS\nCompany overview\, lines of business\, recent notable achievements and a case study of how AlixPartners helps transform companies from their operations to their balance sheet \n\nIsabel Arana de Uriarte\, MBA\, Senior Vice President\, Transformation & Restructuring Services \nRyan Sublett\, CFA\, Senior Vice President\, Transformation & Restructuring Services \n\n\nDAY IN THE LIFE PANEL DISCUSSION\nDay in the Life’ presentation given by Brian Jones\, Ryan Sublett and Varun Shah\, who will share their experiences of landing at the firm\, details about their current roles in TRS as well as EI\, and opportunities for advancement \n\nBrian Jones\, Senior Vice President\, Transformation & Restructuring Services \nKay Wang\, CFA\, CAIA\, Consultant\, Transformation & Restructuring Services \nVarun Shah\, Director\, Enterprise Improvement – Private Equity Practice \n\n\nRECRUITMENT & INTERVIEW PANEL DISCUSSION\nIn-depth discussion of AlixPartners’ culture as well as recruitment and interview processes\, particularly in a remote-work setting\, and best practices for candidates interested in pursuing strategic consulting positions  \n\nLauren Reidy\, Senior Talent Acquisition Specialists\, Transformation & Restructuring Services \nJoseph McGovern\, CFA\, Senior Vice President\, Transformation & Restructuring Services \nAndrew Ralph\, CFA\, Director\, Transformation & Restructuring Services \n\n\nQ&A
URL:https://cfany.org/event/young-leaders-group-career-fair-advance-your-career-with-alix-partners/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200702T130000
DTEND;TZID=America/New_York:20200702T143000
DTSTAMP:20260714T185806
CREATED:20200624T204729Z
LAST-MODIFIED:20200626T034056Z
UID:61644-1593694800-1593700200@cfany.org
SUMMARY:Race and Inclusion Now: An Investment Industry Call to Action
DESCRIPTION:OverviewA virtual event\, presented by CFA Institute \nJoin the conversation and prepare to contribute\, learn\, and venture outside your comfort zone. \nCFA Institute presents a special online panel discussion that brings together two investment industry leaders — each of which have clear goals on race and inclusion for our industry — and an identity and diversity scholar and researcher who is an expert on how organizations can foster positive relationships across differences. What should our actions be to confront racism in the investment industry? As responsible investment professionals\, what steps can we take as individuals? What commitment to racial inclusion should we expect from our organizations? \nFeaturingMachel Allen\, CFA\nFounder\, Chief Investment Officer\, Metis Global Partners \n\nStephanie Creary\nAssistant Professor of Management\, Wharton School\, University of Pennsylvania \n\nJohn W. Rogers\, Jr.\nFounder\, Chairman\, Co-Chief Executive Officer\, Chief Investment Officer\, Ariel Investments \n\nLauren Foster\nContent Director\, Professional Learning Team\, CFA Institute \nAdditional DetailsLearning Outcomes \n\nWhy Diversity Is More Critical Than Ever with Machel Allen\, CFA\n“How To” Resources from Stephanie J. Creary\nBarron’s interview with John W. Rogers\, Jr.\nHow to Begin Talking About Race in the Workplace\nBridging the Divide: Thoughts on Diversity and Race with Michele Norris
URL:https://cfany.org/event/cfa-institute-virtual-race-and-inclusion-now-an-investment-industry-call-to-action/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200706T100000
DTEND;TZID=America/New_York:20200706T110000
DTSTAMP:20260714T185806
CREATED:20200427T214645Z
LAST-MODIFIED:20200619T161346Z
UID:60117-1594029600-1594033200@cfany.org
SUMMARY:What Can Stressed Public Funds Learn from this Asset Owner?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJeff Houston of the UK’s Local Government Pension Scheme (LGPS)  will share his experience of living through a massive rebalancing. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda10:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nM. Nicolas J. Firzli\, Director-General\, World Pensions Council \n\n\nInterviewee\nJeff Houston\, Head of Pensions at Local Government Association (UK) and Secretary to the Board of Local Government Pension Scheme (LGPS) Advisory Board \n\n\n10:45 AM | Q&A FROM AUDIENCE \n\n11:00 AM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nPension Shortfall Management\nAsset Allocation
URL:https://cfany.org/event/what-can-stressed-public-funds-learn-from-this-asset-owner/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200707T120000
DTEND;TZID=America/New_York:20200707T130000
DTSTAMP:20260714T185806
CREATED:20200624T070710Z
LAST-MODIFIED:20200624T073048Z
UID:61604-1594123200-1594126800@cfany.org
SUMMARY:William Magnuson on Blockchain Democracy: Technology\, Law and the Rule of the Crowd
DESCRIPTION:OverviewIn Blockchain Democracy\, William Magnuson explores the world of blockchain and bitcoin\, from their origins in the online scribblings of a shadowy figure named Satoshi Nakamoto\, to their furious rise and dramatic crash in the 2010s\, to their ignominious connections to the dark web and online crime. Magnuson argues that blockchain’s popularity stands as a testament both to the depth of distrust of government today\, and also to the fervent and undying belief that technology and the world of cyberspace can provide an answer. He demonstrates how blockchain’s failings provide broader lessons about what happens when technology runs up against the stubborn realities of law\, markets\, and human nature. This book should be read by anyone interested in understanding how technology is changing our democracy\, and how democracy is changing our technology. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nDavid Cowen\, President/CEO\, Museum of American Finance \n\n\n12:08 PM | PRESENTER \n\nWilliam Magnuson\, Associate Professor of Law at Texas A&M University \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nDavid Cowen\, President/CEO\, Museum of American Finance \n\nHosted by
URL:https://cfany.org/event/william-magnuson-on-blockchain-democracy-technology-law-and-the-rule-of-the-crowd/
LOCATION:Virtual Only
CATEGORIES:Group Meeting,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200713T120000
DTEND;TZID=America/New_York:20200713T130000
DTSTAMP:20260714T185806
CREATED:20200622T145428Z
LAST-MODIFIED:20200710T223735Z
UID:61507-1594641600-1594645200@cfany.org
SUMMARY:Spotlight on Mexico's Public and Private Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear insights into the local markets and macro factors affecting them from one of the country’s largest asset owners. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nIvonne Cuello\, CEO\, LAVCA \n\n\nInterviewees\nJuan Manuel Veron\, CFA\, Chief Investment Officer\, Principal Financial Group \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nPrivate Market in Latin America\nDue Diligence
URL:https://cfany.org/event/spotlight-mexico-public-private-markets/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200714T143000
DTEND;TZID=America/New_York:20200714T153000
DTSTAMP:20260714T185806
CREATED:20200624T210916Z
LAST-MODIFIED:20200626T032018Z
UID:61654-1594737000-1594740600@cfany.org
SUMMARY:[CFA Society Chicago] Investment Trends Through a Diverse Lens
DESCRIPTION:OverviewMoving Forward: Creating a More Equitable and Inclusive Environment    \nPlease note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event \nThis event was originally planned for March in honor of Women’s History Month\, and then the world\, as we knew it\, changed. The discussion of gender diversity in financial services remains critical\, however the Coronavirus and global protests seeking racial equity have put an equally urgent focus on thinking beyond gender to create a diverse and inclusive workforce.  \nIn this webinar session we will hear from a panel of leaders who will discuss the potential implications for each of us as we move beyond quarantine but still face health concerns and struggle with how to create a more equitable and inclusive environment for employees and clients. The conversation will include the discussion topics below\, and attendees will have the opportunity to participate in interactive polling and Q&A with the panelists.    \n\nSpeakers\nLaura Gregg\, Director of Practice Management and Advisor Research\, FlexShares Exchange Traded Funds\, Northern Trust \nLaurie P. Barry\, CFP\, Senior Vice President – Wealth Management\, UBS \nConnie L. Lindsey\, Executive Vice President\, Head of Corporate Social Responsibility\, Northern Trust \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nIs this a moment or is this the start of a movement that (finally) drives the financial industry to diversity?\nHave client expectations of wealth managers changed as it relates to gender and racial diversity\, equity and inclusion?\nWill the remote work structure become normalized and what are the related benefits and drawbacks?\nHow does each of us – no matter our level in our respective organizations – become an agent of change?
URL:https://cfany.org/event/cfa-society-chicago-webinar-investment-trends-through-a-diverse-lens/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200715
DTEND;VALUE=DATE:20200718
DTSTAMP:20260714T185806
CREATED:20200518T180546Z
LAST-MODIFIED:20210324T204754Z
UID:60653-1594771200-1595030399@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 8AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.Schedule\nVirtual training runs daily from 8am 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. \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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-jul15/
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:20200715T140000
DTEND;TZID=America/New_York:20200715T150000
DTSTAMP:20260714T185806
CREATED:20200623T081330Z
LAST-MODIFIED:20200709T162329Z
UID:61527-1594821600-1594825200@cfany.org
SUMMARY:Midyear Outlook: Hedging Risks — Not Returns — in the COVID Era
DESCRIPTION:OverviewEvent sponsored by World Gold Council \nThe market and monetary policy response to COVID-19 is reshaping asset allocation strategy. Join us for an in-depth look at key challenges and opportunities for the remainder of 2020\, including: \n\nThe impact of a V-shaped recovery compared to a U- or W-shaped recovery\nUntapped opportunities by asset class\, sector\, and region\nLong-term economic risks stemming from near-term solutions\n\nDo not miss this timely discussion around how asset allocators can mitigate risk\, drive growth\, and manage liquidity in a complex and unpredictable COVID-19 environment. \nAgendaPANEL DISCUSSION \n\nModerator \nLeo Schmidt\, CFA\, Chief Investment Officer\, River Eddy Capital Management \nPanelists \nJuan Carlos Artigas\, Head of Research\, World Gold Council \nMatthew Forester\, Chief Investment Officer\, Lockwood\, BNY Mellon | Pershing \n\n\nQ&A \nAdditional DetailsLearning Outcomes \n\nThe impact of a V-shaped recovery compared to a U- or W-shaped recovery\nUntapped opportunities by asset class\, sector\, and region\nLong-term economic risks stemming from near-term solutions\n\nSponsored by
URL:https://cfany.org/event/mid-year-outlook-hedging-risks-not-returns-in-the-covid-era/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sponsored Event*,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200720T100000
DTEND;TZID=America/New_York:20200720T110000
DTSTAMP:20260714T185807
CREATED:20200427T220550Z
LAST-MODIFIED:20200622T144855Z
UID:60124-1595239200-1595242800@cfany.org
SUMMARY:What's Next for the Nordics?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nTorbjörn Hamnmark\, AP3\, will share his view of the next allocation and manager selection changes for AP3. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda10:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:05 AM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nM. Nicolas J. Firzli\, Director-General\, World Pensions Council \n\n\nInterviewee\nTorbjörn Hamnmark\, Head of Strategic Asset Allocation\, AP3 (Tredje AP-fonden/Third Swedish National Pension Fund) \n\n\n10:45 AM | Q&A FROM AUDIENCE \n\n11:00 AM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nESG Strategies\nAllocation to alternatives\nLower for longer – and managing it
URL:https://cfany.org/event/whats-next-for-the-nordics/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200721T123000
DTEND;TZID=America/New_York:20200721T133000
DTSTAMP:20260714T185807
CREATED:20200624T212358Z
LAST-MODIFIED:20200626T035417Z
UID:61657-1595334600-1595338200@cfany.org
SUMMARY:[CFA Society Boston Webinar] Recent Market Tumult & The Prognosis For Value
DESCRIPTION:OverviewRob Arnott\, founder and chairman of Research Affiliates\, will offer his perspective on the impact of the COVID based economic shutdown and market tumult\, and will explore implications for the value investor and for asset allocation. He will also provide some high-level takeaways from Research Affiliates’ recent research on the future of value investing as well as the behavior of value over the last six recessions and recoveries. He will conclude with\nQ&A. \nFeaturingRob Arnott\, Partner\, Chairman of the Board\, Research Affiliates\, LLC \n\nJohn West\, CFA\, PartnerExecutive Office\, Research Affiliates\, LLC \n\nAdditional DetailsLearning Outcomes \n\nImpact of the COVID-based economic shutdown and market tumult\nImplications for the value investor and for asset allocation\nFuture of value investing\nBehavior of value over the last six recessions and recoveries
URL:https://cfany.org/event/cfa-society-boston-webinar-recent-market-tumult-the-prognosis-for-value/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200722T140000
DTEND;TZID=America/New_York:20200722T150000
DTSTAMP:20260714T185807
CREATED:20200713T182838Z
LAST-MODIFIED:20200713T183341Z
UID:61971-1595426400-1595430000@cfany.org
SUMMARY:[CAIA Association Webinar] Is the Allure of Private Equity a Mirage?
DESCRIPTION:OverviewDoes the illiquidity premium really exist after fees?  \nCan the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities?  \nJoin Gregory Brown\, Executive Director of the Kenan Institute of Private Enterprise at the University of North Carolina\, and John Bowman\, CFA\, Senior Managing Director of the CAIA Association as they co-host a panel of experts that have wrestled and opined on this complex set of questions. \n(Co-hosted by Institute for Private Capital at the UNC Keenan Flagler Business School) \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nDoes the illiquidity premium really exist after fees?\nCan the efficient frontier really be expanded through private capital?\nCan the same behavior be captured through highly indebted publicly traded small cap equities?
URL:https://cfany.org/event/caia-association-webinar-is-the-allure-of-private-equity-a-mirage/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200727T120000
DTEND;TZID=America/New_York:20200727T130000
DTSTAMP:20260714T185807
CREATED:20200504T174455Z
LAST-MODIFIED:20200724T162524Z
UID:60306-1595851200-1595854800@cfany.org
SUMMARY:What’s on the Mind of One of the Systems within the Largest Municipal Pension Fund in the US?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nAntonio Rodriguez\, CFA\, Director of Investment Strategy at the NYC Board of Education Retirement System will share the latest thinking from the largest local public pension plan. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW & DISCUSSION \n\nInterviewer\nHank Kim\, Executive Director & Counsel\, National Conference on Public Employee Retirement Systems  \n\n\nInterviewee\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nTopics\nAsset Allocation\n Long Term Liabilities Planning\nManager selection
URL:https://cfany.org/event/whats-on-the-mind-of-one-of-the-systems-within-the-largest-municipal-pension-fund-in-the-us/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200728T120000
DTEND;TZID=America/New_York:20200728T130000
DTSTAMP:20260714T185807
CREATED:20200715T154640Z
LAST-MODIFIED:20200716T170056Z
UID:62004-1595937600-1595941200@cfany.org
SUMMARY:Responsible Business in a Time of Crisis
DESCRIPTION:OverviewThe COVID-19 pandemic has seen some inspired corporate responses\, such as Unilever donating €100 million of food and sanitizer\, and guaranteeing the jobs of all 150\,000 workers including contractors. But what if you’re a small business without millions to donate? Or in an unrelated industry without relevant products to give? This talk will discuss what it means to be a responsible business\, for companies of all sizes and in all industries. It will also explain the business case for responsibility in normal times as well as in times of crisis\, and how companies can ensure that responsibility is consistent with long-term shareholder value. \nOur speaker\, Alex Edmans\, professor of finance\, London Business School\, will draw on rigorous academic research\, real-world examples\, and his new book\, Grow the Pie: How Great Companies Deliver Both Purpose and Profit\, which headed the list of the Financial Times “Business Books of the Month” for March 2020 and was named to the FT’s “Summer Reads of 2020.” \n\n50 copies of Grow the Pie will be raffled off to webinar attendees. \n\nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | DISCUSSION \n\nAlex Edmans\, Professor of Finance\, London Business School \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \nHosted by
URL:https://cfany.org/event/responsible-business-in-a-time-of-crisis/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200728T130000
DTEND;TZID=America/New_York:20200728T143000
DTSTAMP:20260714T185807
CREATED:20200629T161437Z
LAST-MODIFIED:20200723T031828Z
UID:61788-1595941200-1595946600@cfany.org
SUMMARY:Market Data & Research: Understanding the Business Engine Powering the Investment Industry
DESCRIPTION:OverviewJoin us for an exclusive\, moderated panel discussion featuring some of the foremost experts on all things current within the market data and research space. Our panelists will explore the ins and outs of the market-data vendor landscape\, covering everything you wanted to know about the market data powering the industry but never asked. \nFrom recent M&A developments\, changes to product offerings\, and a transforming competitive landscape\, the industry is evolving and showing no signs of slowing down. \nTogether—as presented by CFA Society New York’s Business Management Group—our diverse slate of speakers will shed light on their own respective experiences working alongside market-data vendors. Attendees will be afforded with context and knowledge—and some seldom-shared lessons about the space—to facilitate the future execution of several tried-and-true strategies themselves. \nAgenda1:00 PM | WELCOMING REMARKS \n\nChristopher Flens-Batina\, Relationship Banker\, Capital One Bank \n\n\n1:05 PM | PANEL DISCUSSION \n\nModerator \nHema Parmar\, Hedge Fund Reporter\, Bloomberg \nPanelists \nOliver Faltin-Trager\, Portfolio Manager\, Emso Asset Management \nJeremi Roux\, JD\, CFA\, General Counsel & Chief Compliance Officer\, Hamlin Capital Management\, LLC \nPhilip J. Taylor\, CFA\, Chief Analytics Officer\, FinMason \nJosh Webman\, Co-President\, Chief Operating Officer\, Concertiv \n\n\n2:10 PM | Q&A \n\n2:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAlton Crooks\, CFA\,Managing Director\, Fidelis Capital LLC. \n\nAdditional DetailsLearning Outcomes \n\nExchange of views\n\nContemporaneous with current market data vendor landscape \nFocus on potential market data industry changes\nThought leadership by practitioners
URL:https://cfany.org/event/the-business-of-market-data/
LOCATION:Virtual Only
CATEGORIES:Business Management,Conference / Seminar,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200729
DTEND;VALUE=DATE:20200731
DTSTAMP:20260714T185807
CREATED:20200518T182104Z
LAST-MODIFIED:20210324T204753Z
UID:60657-1595980800-1596153599@cfany.org
SUMMARY:Bank (FIG) Industry Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, this intensive course is designed to equip FIG-focused investment bankers\, equity research analysts\, and bank industry corporate finance professionals with the practical financial skillset they need on the job.  \nWhat You’ll LearnIn this course\, participants focus exclusively on financials and build a complete banking model\, as well as a DCF and comparables valuation. \nTaught by experienced FIG industry professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions. \n\nLearn the regulatory framework of commercial banks\nBuild a financial institution forecast model\nUnderstand the challenges with bank valuation\nIncludes Excel Financial Institution model templates\n\nCFANY.org: $1\,599 Standard Rate: $1\,999 AgendaView Full Syllabus\n\nDay 1 | BANK INDUSTRY FINANCIAL STATEMENT MODELING \n\nYou will learn how to build an annual forecast model for a financial institution while being guided through the unique regulatory framework and business model of banks. \n\n\nDay 2 | BANK INDUSTRY VALUATION MODELING \n\nYou will build perform valuation modeling on a financial institution\, while navigating through the unique industry challenges of expensing of debt service and income\, the regulatory constraints on reinvestment\, and the calculation of levered vs. unlevered free cash flows. Alternative approaches to valuation will be discussed including Dividend Discount Models (DDM). \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nBank (FIG) Modeling\nCommercial banks and the regulatory framework \n\nOverview & paradigms of the banking system & regulation\nUnderstanding the role of credit rating agencies\nBasle II compliance and its effect on bank regulation and the three pillars\nBank’s Internal rating systems\nCalculating risk weighted assets\nCalculating tier one and tier two capital\nDouble leverage as a workaround\n\nBuilding a financial institution forecast model \n\nRetail banking\nConsumer lending and credit cards\nCommercial banking\nInvestment banking\nAsset / wealth management\n\nModel clean-up \n\nBalancing the model and checking for accuracy\nError-proofing techniques & sensitivity analysis\nRatio analysis\n\nChallenges in bank valuation \n\nDebt service and income as operating or financing expense\nRegulatory constraints on reinvestment and implications on growth\nChallenges to the traditional firm valuation approach\, and the calculation of levered vs. unlevered free cash flows\nAlternative approaches to valuation: Dividend discount models (DDM)\, Excess return valuation\, Comparables and appropriateness of price / book (PB) ratios\n\nBuilding a bank valuation model \n\nLearn how to build a residual income valuation model based on the projection derived in the balance sheet and income statement projection model.\n\nProjecting cash flows\nCalculating the cost of equity\nOther issues in valuation\nIncorporating regulatory constraints on the valuation\nRegulatory capital ratio and calculating minimum capital adequacy\n\n\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set
URL:https://cfany.org/event/bank-fig-industry-modeling-boot-camp/
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:20200729T110000
DTEND;TZID=America/New_York:20200729T120000
DTSTAMP:20260714T185807
CREATED:20200624T201514Z
LAST-MODIFIED:20200626T040605Z
UID:61642-1596020400-1596024000@cfany.org
SUMMARY:[CFA Institute Webinar] The Global Search for Alpha: All Roads Lead to Emerging Markets
DESCRIPTION:Overview\nIn this webinar\, investor Mark Yusko will lead a whirlwind tour around the globe\, pursuing undervalued assets and opportunities for capitalizing on innovation. \n\nEmerging market economies have been hit by pandemic-related lockdowns\, capital outflows\, reduced demand for exports\, a commodity price shock\, and the global disruption of supply chains. Policy makers have responded with aggressive approaches and new tools; signs that these programs are effective suggest that emerging market economies could be more resilient than their developed counterparts burdened with higher debt levels\, aging demographics\, and deflationary pressures. \nYusko will discuss places where investors will not just survive\, but thrive in a post-pandemic world — all roads lead to emerging markets when searching for alpha in the New Abnormal. \n\nPresenters  \nMark Yusko\, Founder\, Chief Executive Officer\, Chief Investment Officer\, Morgan Creek Capital Management \nChris Cannon\, CFA\, Partner\, Chief Investment Officer\, Chair of the Investment Committee\, FirsTrust
URL:https://cfany.org/event/cfa-institute-webinar-the-global-search-for-alpha-all-roads-lead-to-emerging-markets/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
END:VCALENDAR