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DTSTART;TZID=America/New_York:20211207T170000
DTEND;TZID=America/New_York:20211207T181500
DTSTAMP:20260718T150847
CREATED:20211130T232147Z
LAST-MODIFIED:20211130T233411Z
UID:71185-1638896400-1638900900@cfany.org
SUMMARY:SPACs: The New IPO?
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. \nIn this program\, industry leaders involved in different aspects of taking companies public will discuss the role of SPACs as an increasingly popular alternative to the more traditional IPO\, including: \n\nAddressing upcoming regulatory and legislative scrutiny\nTrends in SPAC structures (e.g.\, anchor investors\, trust accounts\, and redemptions)\nOutlook in 2022 and beyond for the SPAC vs. traditional IPO path to the public markets\nAlignment of incentives among different constituencies in a SPAC\nSPACs as an investment opportunity\n\nThe program will begin with a welcome from David Cowen\, president and CEO\, Museum of American Finance\, followed by an introduction to the program by Michael Harris\, head of capital markets and business development\, Citadel Securities. \nAgenda5:00 PM | WELCOME REMARKS \n\nDavid Cowen\, president and CEO\, Museum of American Finance \n\n\n5:08 PM | INTRODUCTION OF SPEAKERS \n\nMichael Harris\, head of capital markets and business development\, Citadel Securities \n\n\n5:35 PM | PANEL DISCUSSION \n\nModerator \nTBA \nPanelists \nAndrew Cohen\, Founder and CIO\, Difesa Capital Management \nE. Ramey Layne\, Partner\, Vinson & Elkins LLP \nDavid Panton\, Managing Partner\, SPAC Operations\, Navigation Capital Partners\, LP \nEklavya Saraf\, Global Head of SPAC Listings and Managing Director of Listing Services\, Nasdaq \n\n\n6:00 PM | AUDIENCE Q&A \n\n6:15 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo- Sponsored By
URL:https://cfany.org/event/spacs-the-new-ipo/
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:20211207T180000
DTEND;TZID=America/New_York:20211207T193000
DTSTAMP:20260718T150847
CREATED:20210121T164526Z
LAST-MODIFIED:20210121T164526Z
UID:65679-1638900000-1638905400@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-17/
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:20211208T090000
DTEND;TZID=America/New_York:20211210T170000
DTSTAMP:20260718T150847
CREATED:20210525T135727Z
LAST-MODIFIED:20211109T165654Z
UID:67969-1638954000-1639155600@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 Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-virtual-boot-camp-wall-street-prep-6/
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:20211213T180000
DTEND;TZID=America/New_York:20211213T193000
DTSTAMP:20260718T150847
CREATED:20210617T003034Z
LAST-MODIFIED:20211202T181003Z
UID:68332-1639418400-1639423800@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-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211213T180000
DTEND;TZID=America/New_York:20211213T193000
DTSTAMP:20260718T150847
CREATED:20210615T225533Z
LAST-MODIFIED:20210713T214815Z
UID:68259-1639418400-1639423800@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-5/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211214T180000
DTEND;TZID=America/New_York:20211214T193000
DTSTAMP:20260718T150847
CREATED:20210616T000213Z
LAST-MODIFIED:20210616T000213Z
UID:68270-1639504800-1639510200@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-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T120000
DTEND;TZID=America/New_York:20211215T130000
DTSTAMP:20260718T150847
CREATED:20211130T224132Z
LAST-MODIFIED:20211130T224132Z
UID:71180-1639569600-1639573200@cfany.org
SUMMARY:Centennial Speaker Series: Robin Wigglesworth on Trillions - How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever
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. \nJoin us for a lunchtime program with Robin Wigglesworth\, the Financial Times‘ global finance correspondent and author of Trillions\, as he discusses the incredible true story of the iconoclastic geeks who defied conventional wisdom and endured Wall Street’s scorn to launch the index fund revolution\, democratizing investing and saving hundreds of billions of dollars in fees. \nFifty years ago\, the Manhattan Project of money management was quietly assembled in the financial industry’s backwaters\, unified by the heretical idea that even many of the world’s finest investors couldn’t beat the market in the long run. The motley crew of nerds—including Gene Fama\, Jack Bogle\, John McQuown\, and Nate Most—succeeded beyond their wildest dreams. Passive investing now accounts for more than $20 trillion\, equal to the entire gross domestic product of the U.S.\, and today is a force reshaping markets\, finance\, and even capitalism itself in myriad subtle but pivotal ways. \nCopies of Trillions 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 | SPEEAKER INTRODUCTIONS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n12:08 PM | PRESENTATION \n\nRobin Wigglesworth\, Author\, Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever \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\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-robin-wigglesworth-on-trillions-how-a-band-of-wall-street-renegades-invented-the-index-fund-and-changed-finance-forever/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T140000
DTEND;TZID=America/New_York:20211215T160000
DTSTAMP:20260718T150847
CREATED:20210908T204918Z
LAST-MODIFIED:20230907T202143Z
UID:69838-1639576800-1639584000@cfany.org
SUMMARY:7th Annual Real Estate Outlook: The State of Office Alternatives
DESCRIPTION:OverviewAfter more than a year of working from home\, owners\, operators\, tenants\, and employees are all pondering what the future of office space will look like. This comprehensive discussion will explore how real estate stakeholders are balancing their needs with the anticipated return of the workforce: as summer wanes and fall approaches\, a new reality will emerge that could impact the ongoing resilience of a historically critical asset class and the future of work as we know it. \nAttend this leading-edge event to stay abreast of changing trends and drivers of demand in the commercial real estate ecosystem. Learn how industry idiosyncrasies will influence future space utilization\, discuss flexible and hybrid alternatives\, and explore the primary considerations and impacts for the returning workforce while contextualizing differing design challenges and geographic preferences when you join this discussion. \nAgenda2:00 PM | OPENING REMARKS \n\nMichael Ball\, CFA\, \, Vice Chair of the Alternative Investments Group\, CFA Society New York \n\n\n2:05 PM | KEYNOTE PRESENTATION \n\nSpencer Levy\, Global Chief Client Officer and Senior Economic Advisor\, CBRE \n\n\n2:50 PM | BREAK \n\n3:00 PM | PANEL DISCUSSION\, Q&A \n\nModerator \nAnthony Liu\, CFA\, Managing Director\, Hines \nPanelists \nChristelle Bron\, Senior Managing Director\, CBRE \nLuke D. Goodwin\, Senior Principal\, Walton Street Capital\, L.L.C. \nInes Olesen\, Director\, New York Office\, and Life Science Investments and US Head of Dispositions\, Nuveen \nLiz Simon\, Chief Operating Officer\, Industrious \nRyan Simonetti\, CEO and Co-Founder\, Convene \n\n\n4:00 PM | CLOSING REMARKS \n\nPatrick Nessenthaler\, CFA\, CAIA\, CRE\, Vice Chair of the Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the demand drivers\, from a landlord and tenant perspective\, for flexible and hybrid alternatives\nDiscuss the impact of space use decisions on the returning workforce\, including ESG\nCompare different flexible and hybrid office offerings\nHow will hybrid and flexible office alternatives impact building design (e.g.\, floorplates\, load factors\, et cetera) in the future\nResidual demand for central business district office use has recalibrated to a new lower equilibrium. Is this an episodic or systemic trend?\nWith trends toward a more remote workforce\, is the migration away from gateway cities to suburban locations a longer-term trend?\nRecognize the economic impacts of the changing office landscape on owners and tenants and how shifts in usage impact neighborhoods
URL:https://cfany.org/event/7th-annual-real-estate-outlook-the-state-of-office-alternatives/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T180000
DTEND;TZID=America/New_York:20211215T193000
DTSTAMP:20260718T150847
CREATED:20210628T222307Z
LAST-MODIFIED:20210628T222307Z
UID:68577-1639591200-1639596600@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-35/
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:20211216T120000
DTEND;TZID=America/New_York:20211216T130000
DTSTAMP:20260718T150847
CREATED:20210310T215449Z
LAST-MODIFIED:20211213T214204Z
UID:66650-1639656000-1639659600@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe 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 \nGuest SpeakerMarshall Alphonso\, Senior Global Lead Engineer\, MathWorks \nMarshall Alphonso specializes in quantitative finance and is currently the global lead engineer for the top five banks. He has over 10+ years’ experience training clients at over 250 companies\, including top hedge funds\, banks and other financial institutions around the world. As advisor to the CRO of McKinsey & Co. Investment Office\, Marshall was responsible for the design and implementation of the fund liquidity framework\, stress testing framework and a multitude of quantitative risk and investment tools\, enabling evaluation of exposures for risk and attribution. Prior experience included use of artificial intelligence and advanced statistical signal processing in communication and geostationary satellite systems. He holds a B.S. in electrical engineering and mathematics from Purdue University and an M.S. in electrical engineering from George Mason University. Additional significant experiences include work with the European Space Agency to present at the UN on high inclination comets\, NIH-sponsored research in proteomics at Harvard University and KISR-sponsored data science research at MIT.
URL:https://cfany.org/event/quantitative-investing-group-meeting-5/
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:20220110T120000
DTEND;TZID=America/New_York:20220110T133000
DTSTAMP:20260718T150847
CREATED:20211013T172510Z
LAST-MODIFIED:20230828T121134Z
UID:70294-1641816000-1641821400@cfany.org
SUMMARY:Deciphering DeFi: Where Blockchain Meets Wall Street
DESCRIPTION:OverviewCould Aave\, Uniswap\, Compound\, and other emerging cryptocurrencies represent the future of Wall Street? Join our Fintech interest group for an in-depth conversation on the disruptive potential of Decentralized Finance (DeFi)—applications on public blockchains aiming to create financial services without centralized intermediaries. A recent research report from Messari positions DeFi as a set of potential long-term\, world-altering solutions to current challenges. Individuals could use this emerging technology to coordinate financial activities peer-to-peer at a global scale.  \nDelve into the response of traditional centralized finance (CeFi) institutions\, hear objective and diverse perspectives on the current state of DeFi innovation\, and explore potential game changers that could impact DeFi’s scalability and adoption potential when you attend this discussion.  \nAgenda12:00 PM | WELCOMING REMARKS \n\nPeter Seremetis\, CFA\, Vice Chair – Fintech Thought Leadership Group\, CFA Society New York \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nJonathan Boos\, CAIA\, Managing Director\, Head of Sales\, Clear Markets  \nPanelists \nLuigi D’Onorio DeMeo\, CVA\, Senior Director – Head of DeFi\, Ava Labs \nLei Lei\, Institutional Sales Director\, BlockFi \nKristin Smith\, Executive Director\, Blockchain Association \nRyan Watkins\, Senior Research Analyst\, Messari \n\n\n1:10 PM | Q&A \n\n1:30 PM |  CLOSING REMARKS \n\nPeter Seremetis\, CFA\, Vice Chair – Fintech Thought Leadership Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand what DeFi means in a broader financial services context \nDiscuss potential outcomes and implications for Wall Street \nAnalyze whether DeFi can scale up to become a disruptive force\, or whether it will remain a niche industry segment
URL:https://cfany.org/event/deciphering-defi-where-blockchain-meets-wall-street/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220110T180000
DTEND;TZID=America/New_York:20220110T193000
DTSTAMP:20260718T150847
CREATED:20211223T150716Z
LAST-MODIFIED:20211223T150716Z
UID:71438-1641837600-1641843000@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-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220111T180000
DTEND;TZID=America/New_York:20220111T193000
DTSTAMP:20260718T150847
CREATED:20211201T143515Z
LAST-MODIFIED:20230907T201401Z
UID:71201-1641924000-1641929400@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:OverviewFinancial managers and analysts can benefit from exploring the perspectives of established market participants\, learning from different ways of thinking\, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.  \nBy applying this multifaceted approach\, asset managers and analysts will be able to look at opportunities and risks not only in their own markets but also in other markets where overlap may not be immediately apparent. This event will help market participants challenge conventional thinking and gain a clearer understanding of major market factors going into 2022.  \nAgenda6:00 PM | OPENING REMARKS \n\nBrandon Neal\, Vice Chair – Institutional Asset Management Group\, CFA Society New York \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \nPanelists \nDaniel Gerard\, Senior Global Multi-Asset Strategist\, State Street Global Markets \nJeffrey Herzog\, Ph. D.\, Portfolio Manager\, Lord Abbett \nJen Liang\, CFA\, Vice President\, Portfolio Manager\, AIG Investments \nDoug Peta\, CFA\, Chief U.S. Investment Strategist\, BCA Research \nAdam Shakoor\, CFA\, Portfolio Manager\, Columbia Threadneedle Investments \n\n\n7:15 PM | Q&A \n\n7:25 PM |  CLOSING REMARKS \n\nVincent Simmons\, CFA\, Vice Chair – Institutional Asset Management Group\, CFA Society New York \n\n\n7:30 PM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nExamine current expectations about market conditions \nLearn from influential asset managers and market strategists \nHear market managers’ strategic direction in the new year \n\nSponsorshipCFA NY thanks the following conference sponsors:Gold Sponsor
URL:https://cfany.org/event/new-year-market-outlook-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T180000
DTEND;TZID=America/New_York:20220112T184000
DTSTAMP:20260718T150847
CREATED:20211208T170113Z
LAST-MODIFIED:20211208T175706Z
UID:71222-1642010400-1642012800@cfany.org
SUMMARY:2022 Annual Meeting of Members
DESCRIPTION:OverviewThe Annual Meeting of Members will serve to officially elect candidates to the 2022 Board of Directors and the 2022 Nominations Committee. \nSince this meeting will be held virtually\, in-person voting will not be available; please make your vote online by January 10\, 2022. If you have any questions or need a voting accommodation\, please contact elections@cfany.org. \nAgenda6:00 PM | OVERVIEW OF CFA SOCIETY NEW YORK’S FY21 FINANCIALS & MEMBERSHIP STATUS \n\n6:15 PM | ELECTION AND APPOINTMENTS \n\n1) Election of six Directors at Large to the CFA Society New York Board of Directors (“Directors”)\n2) Election of four members to the 2022 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n\n6:20 PM | Q&A \n\n6:40 PM |  ADJOURNMENT OF ANNUAL MEETING OF MEMBERS
URL:https://cfany.org/event/2022-annual-meeting-of-members/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T180000
DTEND;TZID=America/New_York:20220112T193000
DTSTAMP:20260718T150847
CREATED:20211223T233159Z
LAST-MODIFIED:20211223T233159Z
UID:71462-1642010400-1642015800@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. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Interest Group,Interest Group Meetings
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T180000
DTEND;TZID=America/New_York:20220112T193000
DTSTAMP:20260718T150847
CREATED:20211223T194502Z
LAST-MODIFIED:20211223T194502Z
UID:71448-1642010400-1642015800@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/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220113T180000
DTEND;TZID=America/New_York:20220113T193000
DTSTAMP:20260718T150847
CREATED:20211223T235623Z
LAST-MODIFIED:20211223T235623Z
UID:71478-1642096800-1642102200@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-14/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Institutional Asset Management,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220118T180000
DTEND;TZID=America/New_York:20220118T193000
DTSTAMP:20260718T150847
CREATED:20220110T150640Z
LAST-MODIFIED:20220110T205921Z
UID:71565-1642528800-1642534200@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is 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. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-13/
LOCATION:Virtual Only
CATEGORIES:Business Management,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:20220118T180000
DTEND;TZID=America/New_York:20220118T193000
DTSTAMP:20260718T150847
CREATED:20211223T231451Z
LAST-MODIFIED:20211223T231451Z
UID:71453-1642528800-1642534200@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/
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:20220119T090000
DTEND;TZID=America/New_York:20220120T120000
DTSTAMP:20260718T150847
CREATED:20211116T012827Z
LAST-MODIFIED:20230907T190823Z
UID:71046-1642582800-1642680000@cfany.org
SUMMARY:Frontiers in Investment Data Science: 5th Annual Data Science in Finance Conference
DESCRIPTION:OverviewCo-Hosted by: CFA Society New York &  SQA\nIn Partnership with Quantitative Investing Group \nExplore new frontiers in investment data science at the 5th Annual Data Science in Finance conference\, presented in partnership with the Society of Quantitative Analysts (SQA). This two-day event\, taking place from 9:00 AM to noon ET on January 19th and 20th\, will feature three informative\, not-to-be-missed sessions per day. \nOn January 19th\, attendees will enjoy three leading-edge paper presentations. The conference will kick off with an introduction of a custom algorithm for better extracting meaning from financial text\, then transition into a broad exploration of the potential and challenges surrounding the use of artificial intelligence in robo-advising. The morning will conclude with research considering the disproportionate impact of big data on the price informativeness of large versus small firms\, as well as its effect on large firms’ lower cost of capital. \nJanuary 20th will begin with our Keynote Lecture on an emerging topic in data science: causality\, or causal inference. The day will begin with an overview of the concept\, then move on to cover examples of how investors currently apply causality. Finally\, there will be a panel conversation on implementing data science in investment management. \nAll sessions will include time for Q&A\, so join your colleagues and the industry experts for two days of interactive exploration of data science. \n×Registration\, Fees\, Pricing\nRegistration Available to Members & Nonmembers \nMembers \n\nSingle Day: $10\n2-Day: $20\n\nNonmembers \n\nSingle Day: $125\n2-Day: $200\n\nRegister »ClosePre-reading\nIntroduction to Causal Reasoning: Fundamentals and ML Applications \nEmre Kiciman and Amit Sharma  \nAugmenting Investment Decisions with Robo Advice \nMarie Brière and Milo Bianchi \nFinBERT – A Deep Learning Approach to Extracting Textual Information \nAllen Huang\, Hui Wang\, and Yi Yang\n \nRegistration Options Single Day Pass$10for MembersNonmembers: $125Day 1 OR Day 22-Day Combo$20for MembersNonmembers: $200Day 1 AND Day 2AgendaDay 1Day 2Day 1\nWedneSday\, JANUARY 19\n\n9:00 AM | WELCOMING REMARKS \nLilian Quah\, CFA\,MD\,PM\, Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\n9:05 AM | KEYNOTE SPEAKER – Presentation on Applied ML Research\nIntroduction to FinBERT\, a finance-specific deep learning algorithm for extracting textual information\, and comparison to other packages.*\n \nAllen Huang\, Associate Dean\, Associate Professor\, Hong Kong University of Science and Technology \nDiscussant \nAdam Kelleher\, Chief Data Scientist for Research\, Barclays \n\n10:00 AM | KEYNOTE SPEAKER – Presentation on Data Science for Robo-Advising\n \nAn overview of the need for and use of AI in robo-advice\, including the personalization of recommendations\, issues around generating and maintaining trust in automated financial advice\, and the future of effective human/robot interactions. \nMarie Brière\, Ph.D.\, Head of Investor Research Center\, Amundi\, Université Libre de Bruxelles \n\n11:00 AM | KEYNOTE SPEAKER – The Impact of Data Science on Financial Markets\nAn assessment of the impact of big data on market informativeness for large vs. small firms and on lowering the cost of capital for large firms.\n \nMaryam Farboodi\, Ph.D.\, Jon D. Gruber Career Development Professor\, MIT Sloan\, MIT \n\n12:00 PM | CLOSING REMARKS \nLilian Quah\, CFA\,MD\,PM\, Head of Quantitative Research\, Epoch Investment Partners\, Inc. \nDay 2\nThurSday\, JANUARY 20\n\n9:00 AM | WELCOMING REMARKS \nLilian Quah\, CFA\,MD\,PM\, Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\n9:05 AM | KEYNOTE LECTURE – Introduction to Causality\nIntroduction to the fundamentals of causal inference\, an emerging field in machine learning that goes beyond correlational patterns to improve decision-making. Causal inference methods rely on patterns generated by stable and robust causal mechanisms and promises to address fundamental challenges in machine learning such as generalizability\, interpretability\, and bias. Cause and effect can be captured in a formal graphical model (causal graph) and answered systematically using available data. The DoWhy Python library implements a four-step causal modeling framework for analyzing decision-making tasks.\n \nEmre Kiciman\, Senior Principal Researcher\, Microsoft Research \nAmit Sharma\, Principal Researcher\, Microsoft Research India \n\n10:15 AM | CASE STUDY – Casual Inference in Financial Markets\n \nCausaLens is pioneering Causal AI\, “a new category of intelligent machines that can reason about the world the way humans do\, through cause-and-effect relationships and with imagination.” Introduction to their approach and tools\, including causalNet\, a modeling system that extracts the causal drivers from large datasets and marries them with human domain knowledge. Dr. Sipos will highlight use cases in asset management. \nMaksim Sipos\, Ph.D.\, CTO\, causaLens \n\n11:00 AM | PANEL DISCUSSION – What It Is Really Like To Implement Data Science in Investment Management\nModerated by Lilian Quah\, CFA\, MD\, PM\, Head of Quantitative Research\, Epoch Investment Partners\, Inc. \nCarson Boneck\, CFA\, Chief Data Officer\, Balyasny Asset Management \nDan Duggan\, Ph.D.\, Senior Data Scientist\, Goldman Sachs \nJeff Meli\, Ph.D.\, Managing Director\, Global-Head of Research\, Barclays \nSanne De Boer\, Ph.D.\, CFA\,  Director of Quantitative Equity Research\, Voya Investment Management \n\n12:00 PM | CLOSING REMARKS \nLilian Quah\, CFA\,MD\,PM\, Head of Quantitative Research\, Epoch Investment Partners\, Inc. \nAdditional DetailsLearning Outcomes \n\nDiscuss opportunities and challenges associated with the use of alternative data in investing\nExplore the impact of data science on financial markets and robo-investing\nHear about examples applying knowledge from an emerging field in machine learning to improve decision making\nHighlight best practices when implementing data science in investment management\n\nAbout SQAThe Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment community. SQA has hosted educational events in NYC since 1965. The principal mission of SQA is to encourage the dissemination and discussion of leading-edge ideas and innovations\, including analytical techniques and technologies for investment research and management. There is more information about SQA and its history on our website: www.sqa-us.org
URL:https://cfany.org/event/frontiers-in-investment-data-science-5th-annual-data-science-in-finance-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220119T120000
DTEND;TZID=America/New_York:20220119T133000
DTSTAMP:20260718T150847
CREATED:20201210T001647Z
LAST-MODIFIED:20211215T155105Z
UID:65206-1642593600-1642599000@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\, or attend industry events and networking opportunities\, please contact us at aig@cfany.org\, to be added to the Alternative Investments distribution list or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-16/
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:20220124T130000
DTEND;TZID=America/New_York:20220124T164500
DTSTAMP:20260718T150847
CREATED:20211215T220441Z
LAST-MODIFIED:20230907T190734Z
UID:71362-1643029200-1643042700@cfany.org
SUMMARY:8th Annual Sustainable Investing Conference: Are you ready for Net Zero?
DESCRIPTION:OverviewA growing number of governments\, global companies\, and institutional investors are rapidly committing to reach carbon neutrality or “net zero” by mid-century\, demonstrating the need for a proactive strategy in response to the challenges presented by climate change.  \nExplore the future from this climate-oriented perspective when you join the Sustainable Investing interest group to take a closer look at what net zero means for the investment industry. This virtual conference will feature panel discussions led by asset owners and investment managers\, who will address a range of sustainable finance topics.  \nHear how portfolios are being realigned to reach net zero targets\, delve into data and information challenges surrounding carbon emissions estimates\, learn how impact investing in vulnerable communities is directly related to climate change\, and much more when you kick off your new year at the 8th Annual Sustainable Investing Conference. Register now for this can’t-miss sustainable finance event. \nAgendaDay 1Day 2Day 1\nMONday\, JANUARY 24\n\n1:00 PM | WELCOMING REMARKS \n\n1:05 PM | FIRESIDE CHAT\nWhat are the Implications of Net Zero? \nModerator \nMark Van Clieaf\, Managing Director\, FutureZero \nPanelists \nAnne Simpson\, Managing Investment Director\, Board Governance & Sustainability\, CalPERS \n\n1:55 PM | BREAK \n\n2:00 PM | PANEL\nNet Zero – What does it mean for investment portfolios & how do we get there? \n\n2:50 PM | BREAK \n\n3:00 PM | PANEL\nClimate change & Net Zero\, regulatory changes & mandatory reporting \n\n3:50 PM | CLOSING REMARKS \nDay 2\nTuesday\, JANUARY 25\n\n1:00 PM | WELCOMING REMARKS \n\n1:05 PM | PANEL\nIntersectionality of diversity and climate \n\n1:55 PM | BREAK \n\n2:00 PM | PANEL\nWhere is the missing ESG/climate data? \n\n2:50 PM | CLOSING REMARKS \n1:00 PM | OPENING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair\, Sustainable Investment Thought Leadership Group\, Head of Investor Outreach\, North America\, Carbon Tracker \n\n\n1:05 PM | PANEL \nNet Zero – What does it mean for investment portfolios & how do we get there? \n\nModerator \nTamara Close\, CFA\, Founder and Managing Partner\, Close Group Consulting \n\nPanel \nBetty Jiang\, CFA\, Head of US ESG Research\, Credit Suisse \nShanu Mathew\, Vice President\, Sustainable Investing & Net Zero Research\, Lazard Asset Management \nChristoph Schumacher\, Global Head Real Assets\, Manulife Investment Management \n\n\n1:45 PM | FIRESIDE CHAT \nWhat are the Implications of Net Zero? \nModerated by Mark Van Clieaf\, Managing Director\, FutureZero \n\nAnne Simpson\, Managing Investment Director\, Board Governance & Sustainability\, CalPERS \n\n\n2:20 PM | PANEL \nIntersectionality of Diversity and Climate \nWhile the impacts of climate change are clear\, there is increasing research on how race and gender play a role in how climate change impacts individuals. With a focus on net zero\, this panel will focus on how we as investors can work to take these realities into account when making decisions. \n\nModerator \nSarah Maynard\, ASIP\, Global Head\, External DEI\, CFA Institute \n\nPanel \nSuzanne Biegel\, Co-Founder\, GenderSmart \nJade Huang\, Director of Applied Responsible Investment Solutions\, Calvert Research and Management \n\n\n3:05 PM | PANEL \nHow does Net Zero change the rules of the game? – Regulatory changes\, mandatory reporting and new policies. \nFollowing the COP26 meeting in Glasgow in November 2021\, governments around the world representing about 90% of global GDP have made some level of pledge or commitment to achieve net zero by 2050-2070. With 85% of the global energy system currently running on fossil fuels\, meeting these net zero commitments will require a monumental transition to the global energy system that will necessitate substantial global energy policy and regulatory changes. \n\nPanel \nGreg Hershman\, MBA\, Head of US Policy\, Principles for Responsible Investment \nSamantha Ross\, Founder\, AssuranceMark\, the Investors’ Consortium for Assurance \nMark Van Clieaf\, Managing Director\, FutureZero \n\nDiscussion Points \n\nHow will net zero change the rules of the game for investors and companies?\nWhat are the likely and anticipated regulatory and policy changes that investors need to be aware of?\nWhat is the future role for accountants and auditors if/when climate financial disclosures become mandatory.\nWill climate related financial data and disclosures become mandatory?\n\n\n4:00 PM | PANEL \nNet Zero – What is the missing data? \nYou can’t manage\, what you don’t measure”\, but investors will often highlight that there is a lack of good and comprehensive data on climate change and carbon emissions and that companies should improve disclosures. This panel will discuss what data and analytics are needed to integrate and implement net zero investing into investment strategies and portfolios\, what is already available and what is missing\, how can investors approach net zero using already available tools and frameworks? \n\nMichael Cappucci\, Managing Director\, Harvard Management Company \nBruce M. Kahn\, Ph.D.\, Climate Solutions Specialist\, MSCI \nTanya Khotin\, Principal\, Khotin Impact Strategies \n\nDiscussion Points \n\nWhat data already exists and what is lagging or missing?\nWhat should investors ask companies to disclose?\nNet Zero investing – how can investors approach using already available tools and scenario frameworks?\n\n\n4:40 PM | CLOSING REMARKS \n\nEmily Thomas\, CFA\, Lead ESG Analyst\,  Morgan Stanley Wealth Management \n\nAdditional DetailsLearning Outcomes \n\nLearn what “net zero” means for the investment industry and hear proposed pathways to reach it \nHear what companies are doing on a global scale to meet COP26 goals \nConsider the intersectional impacts of climate change and discuss ways to ensure an equitable transition to a sustainable future \n\nSponsorship
URL:https://cfany.org/event/8th-annual-sustainable-investing-conference-are-you-ready-for-net-zero/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220124T193000
DTEND;TZID=America/New_York:20220124T210000
DTSTAMP:20260718T150847
CREATED:20220107T010428Z
LAST-MODIFIED:20220110T194405Z
UID:71547-1643052600-1643058000@cfany.org
SUMMARY:Value Investing Group Meeting
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-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220126T180000
DTEND;TZID=America/New_York:20220126T193000
DTSTAMP:20260718T150847
CREATED:20211223T194517Z
LAST-MODIFIED:20211223T194517Z
UID:71449-1643220000-1643225400@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-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220127T183000
DTEND;TZID=America/New_York:20220127T193500
DTSTAMP:20260718T150847
CREATED:20210723T203335Z
LAST-MODIFIED:20230907T190626Z
UID:69099-1643308200-1643312100@cfany.org
SUMMARY:M&A in the Wealth Management Industry
DESCRIPTION:OverviewInvestment managers and allocators\, as well as service provider partners\, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators\, firm owners\, and private investors. This rapidly developing niche presents a variety of opportunities for both investors and owners of RIAs\, as industry changes have begun to affect the custody space\, the emergence and application of new technologies\, and generational transitions within firms. \nThis informative panel discussion will focus on the factors leading to an ongoing pipeline of active transactions\, featuring a range of representative voices. There are many steps required to successfully merge firms’ systems and cultures into something greater than the sum of its original parts; panelists will address these steps\, while also offering perspective on the greater implications of continued consolidation within the broader financial space. \nAgenda6:30 PM | OPENING REMARKS \n\nTim Frazier\, Business Consultant\, Sequoia\, Co- Vice Chair of the Business Management Group\, CFA Society New York \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nRajat Saxena\, Associate Partner\, IBM Consulting \nPanelists \nRaj Bhattacharyya\, Chief Executive Officer\, Robertson Stephens \nPeter Nesvold\, JD\, CFA\, Partner\, Republic Capital Group \nBob Oros\, Chairman and Chief Executive Office\, Hightower \n\n\n7:20 PM | Q&A \n\n7:35 PM | CLOSING REMARKS \n\nChris Flens-Batina\, Business Intelligence Analyst\, Vonage\, Co-Vice Chair of the Business Management Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the current landscape of M&A in Wealth Management\nLearn how valuations and other factors are driving deal activity\n Identify potential regulatory issues with continued industry consolidation
URL:https://cfany.org/event/ma-in-the-wealth-management-industry/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220128T120000
DTEND;TZID=America/New_York:20220128T133000
DTSTAMP:20260718T150847
CREATED:20211223T082505Z
LAST-MODIFIED:20211223T082505Z
UID:71426-1643371200-1643376600@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220131T183000
DTEND;TZID=America/New_York:20220131T200000
DTSTAMP:20260718T150847
CREATED:20211223T083839Z
LAST-MODIFIED:20211223T083839Z
UID:71432-1643653800-1643659200@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-3/
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:20220202T180000
DTEND;TZID=America/New_York:20220202T193000
DTSTAMP:20260718T150847
CREATED:20211223T233225Z
LAST-MODIFIED:20211223T233225Z
UID:71463-1643824800-1643830200@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. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220207T180000
DTEND;TZID=America/New_York:20220207T193000
DTSTAMP:20260718T150847
CREATED:20211223T150725Z
LAST-MODIFIED:20211223T150725Z
UID:71439-1644256800-1644262200@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-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220208T120000
DTEND;TZID=America/New_York:20220208T130000
DTSTAMP:20260718T150847
CREATED:20220127T163638Z
LAST-MODIFIED:20220204T173449Z
UID:71807-1644321600-1644325200@cfany.org
SUMMARY:Centennial Speaker Series: Daniel Peris on Why Modern Portfolio Theory Fails Investors
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nWe are in a time of enormous risk. Economic growth is anemic\, and political risk to the capital markets is on the rise. In the U.S.\, a generation of white-collar baby boomers is heading into retirement with insufficient assets in their 401(k) programs\, and industrial workers are stuck with materially underfunded pension plans. Against that backdrop\, the investing industry’s current set of practices and assumptions―modern portfolio theory (MPT)―is based on a half-century-old formula that is supposed to deliver the maximum amount of return for a given amount of risk. The trouble is that it doesn’t work very well. \nIn Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio\, dividend-investing guru Daniel Peris proposes a radical new approach―radical in that it does away with MPT in favor of a more intuitive\, common-sense approach practiced by business people in their own affairs every day: cash returns on cash investments. \nPeris will also discuss being a historian in a profession with a notably low historical sensibility. How did a historian of the early Soviet period end up as a portfolio manager with $25 billion under advisement\, a management team of 12\, and author of three books on dividend investing? \nCopies of Getting Back to Business will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nSris Chatterjee\, Professor and Chair\, Gabelli Center for Global Security Analysis \nJames Kelly\, Professor and Director\, Gabelli Center for Global Security Analysis \n\n\n12:05 PM | PRESENTATION \n\nDaniel Peris\, Ph.D.\, Senior Vice President & Senior Portfolio Manager\, Federated-Hermes Inc. \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nJames Kelly\, Professor and Director\, Gabelli Center for Global Security Analysis \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-daniel-peris-on-why-modern-portfolio-theory-fails-investors/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
END:VCALENDAR