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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T180000
DTEND;TZID=America/New_York:20220112T193000
DTSTAMP:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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:20260718T174435
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220208T180000
DTEND;TZID=America/New_York:20220208T193000
DTSTAMP:20260718T174435
CREATED:20211223T235611Z
LAST-MODIFIED:20211223T235611Z
UID:71479-1644343200-1644348600@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-13/
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:20220209T180000
DTEND;TZID=America/New_York:20220209T193000
DTSTAMP:20260718T174435
CREATED:20220125T171511Z
LAST-MODIFIED:20220125T171511Z
UID:71793-1644429600-1644435000@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-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Interest Group,Interest Group Meetings,Toastmasters
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220210T120000
DTEND;TZID=America/New_York:20220210T130000
DTSTAMP:20260718T174435
CREATED:20220103T204227Z
LAST-MODIFIED:20220208T213808Z
UID:71497-1644494400-1644498000@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewToday’s discussion will focus on the significant benefits of diversity and inclusion for asset management firms. We’ll review the potential causes for gender and demographic challenges within quantitative asset management firms and describe a potential model for diversity and inclusion in quantitative finance\, with multiple approaches using both systematic and ad-hoc methods. We’ll conclude with potential steps that leaders can take to improve diversity\, along with possible enhancements to systematic investment processes.  \nQuantitative Investing Group×Quantitative Investing Group\nThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nCloseGuest SpeakerKen D’Souza\, CFA\, is a Portfolio Manager for QMA\, working within the Quantitative Equity team. His responsibilities include portfolio management\, analysis and research. Prior to joining QMA\, Ken was a Quantitative Analyst on the Emerging Markets team at Batterymarch Financial Management where his responsibilities included research and portfolio management. Prior to Batterymarch\, he was a research and development engineer and manager at Shaw Industries (Berkshire Hathaway) where he was responsible for modeling nylon molecular rheology. Ken holds a BS in Chemical Engineering from the Georgia Institute of Technology\, a MS in Management Science and Engineering from Stanford University and an MBA with High Honors in Finance from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst (CFA) designation and has served on the Board of Directors of the CFA society of Boston.
URL:https://cfany.org/event/quantitative-investing-group-meeting-8/
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:20220215T170000
DTEND;TZID=America/New_York:20220215T181500
DTSTAMP:20260718T174435
CREATED:20220127T165447Z
LAST-MODIFIED:20220204T172430Z
UID:71814-1644944400-1644948900@cfany.org
SUMMARY:NFTs: Welcome to the Metaverse
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the OLB Group. \nJoin us as we bring together leaders in the NFT (non-fungible token) market to discuss the current explosion and future opportunities within this crypto segment. NFTs are a family of crypto assets that hold ownership of unique data linked to a blockchain (e.g.\, Ethereum). They are typically packaged as digital collectibles\, works of art\, music\, video game items\, real estate of virtual reality platforms\, and concert tickets. With the NFT market exceeding $27 billion\, our panelists will discuss those factors that separate this highly profitable digital market from the rest\, including: \n\nWhat drives the popularity of NFTs\nWhat gives an NFT value\nHow brands are leveraging NFTs (best use cases)\nThe relationship between NFTs\, cryptocurrencies\, blockchain\, and the metaverse\nThe difference between an NFT and a securitized NFT\n\nAgendaWELCOME REMARKS \n\nRonny Yakov\, Chairman and CEO of OLB Group \n\n\nPANEL DISCUSSION \n\nModerator \nMichael Maloney\, Adjunct professor at Fordham Law \nPanelists \nMichael Amar\, Co-founder\, Paris Blockchain Week Summit and Paris NFT Day; \nBenjamin Cole\, Loschert Chair in Entrepreneurship\, Gabelli School of Business; \nDevika Kornbacher\, Partner\, Vinson & Elkins LLP; and \nJames C. Row\, Founder and Managing partner\, Entoro Capital LLC. \n\n\nAUDIENCE Q&A \nCo- Sponsored By
URL:https://cfany.org/event/nfts-welcome-to-the-metaverse/
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:20220215T180000
DTEND;TZID=America/New_York:20220215T193000
DTSTAMP:20260718T174435
CREATED:20211223T231505Z
LAST-MODIFIED:20211223T231505Z
UID:71455-1644948000-1644953400@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-2/
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:20220215T180000
DTEND;TZID=America/New_York:20220215T193000
DTSTAMP:20260718T174435
CREATED:20211108T201011Z
LAST-MODIFIED:20230907T190536Z
UID:70945-1644948000-1644953400@cfany.org
SUMMARY:What Investors Need to Know About Audits
DESCRIPTION:OverviewThe Financial Reporting and Analysis interest group presents an in-depth conversation to help familiarize investors with the audit process\, highlighting relevant case studies and procedural changes in light of PCAOB and SEC actions over the past year. During this event\, a series of experts will teach attendees how to recognize Critical Audit Matters and apply that information to an investment strategy. The discussion will highlight recent examples that have triggered changes to international auditing\, including Evergrande\, as well as an explanation of implications for US-based investors.  \nAudits are a critical part of ensuring the veracity of reported financial information; however\, investors must still contend with misinformation and\, occasionally\, unreliable statements. Register now to learn what signals to look out for when evaluating financial statements and gain a better understanding of how the audit process continues to evolve to meet the needs of today’s financial professionals.  \nAgenda6:00 PM | INTRODUCTION \n\n6:05 PM | OPENING REMARKS \n\nFrancisco Vazquez Ahued  \n\n\n6:10 PM | PANEL DISCUSSION \n\nModerator \nPaquita Davis-Friday\, PhD\, Senior Associate Dean\, Zicklin School of Business – Baruch College \nPanelists \nFrancine McKenna\, CPA\, Independent Journalist \nSamantha Ross\, Founder\, AssuranceMark\, the Investors’ Consortium for Assurance \nLynn Turner\, CPA\, Senior Advisor\, Hemming Morse LLP \n\n\n7:00 PM | Q&A \n\n7:25 PM | CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nRecognize and apply Critical Audit Matters \nUnderstand the impact of Evergrande on US-based investor needs \nDiscover procedural changes that stem from PCAOB and SEC actions \n\nSponsored By
URL:https://cfany.org/event/what-investors-need-to-know-about-audits-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220216T120000
DTEND;TZID=America/New_York:20220216T131500
DTSTAMP:20260718T174435
CREATED:20220113T213721Z
LAST-MODIFIED:20220203T155650Z
UID:71665-1645012800-1645017300@cfany.org
SUMMARY:Value Investing Workshop with Charles Lemonides\, CFA\, founder of ValueWorks LLC
DESCRIPTION:OverviewJoin Charles Lemonides\, CFA\, founder of ValueWorks LLC\, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy\, learn how to identify quality assets at compelling valuations\, and discuss real-life examples during this workshop. \nAttendees can expect to cover a range of value investing topics\, including ways to deploy a value investing strategy over multiple market cycles and methods to raise investment conviction by investigating the underlying assets. Build your familiarity with this popular investment method when you learn directly from a seasoned\, value-focused portfolio manager. \nThis event will be highly interactive\, with time for Q&As. \nAgenda12:00 PM | OPENING REMARKS \n\nYi Fu Lee\, CFA\, CPA\, CMT\, CAIA\,Equity Research Analyst – Vice President\, Berenberg \n\n\n12:05 PM | KEYNOTE SPEAKER \n\nCharles Lemonides\, CFA\, Chief Investment Officer\, ValueWorks LLC \n\n\n1:00 PM |  Q&A \n\n1:15 PM | CLOSING REMARKS \n\nJoseph Cordi\, CFA\, Vice President and Equity Research Analyst\, Citi Investment Management \n\nAdditional DetailsLearning Outcomes \n\nLearn how to identify quality assets at a discounted price\nDiscover strategic ways to raise the level of investment conviction\nUnderstand how value investing can be deployed through various market cycles\n\nEvent Sponsor
URL:https://cfany.org/event/value-investing-workshop-with-charles-lemonides-cfa-founder-of-valueworks-llc/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220216T180000
DTEND;TZID=America/New_York:20220216T190000
DTSTAMP:20260718T174435
CREATED:20220127T172024Z
LAST-MODIFIED:20220204T172222Z
UID:71817-1645034400-1645038000@cfany.org
SUMMARY:The Investment Stewardship Series: A Conversation with Catherine Winner\, Global Head of Stewardship at Goldman Sachs Asset Management
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nJoin us for an evening panel discussion with Catherine Winner\, global head of stewardship at Goldman Sachs Asset Management\, and Dianne McKeever\, chief investment officer and co-founder of Ides Capital Management LP. \nAgenda6:00 PM | WELCOME REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\n\n6:05 PM | DISCUSSION \n\nDianne K. McKeever\, Chief Investment Officer\, Managing member\, and Co-founder\, Ides Capital Management LP \nCatherine Winner\, Leads the Global Stewardship Team\, Goldman Sachs Asset Management \n\n\n6:45 PM | AUDIENCE Q&A \n\n7:00 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo- Sponsored By
URL:https://cfany.org/event/the-investment-stewardship-series-a-conversation-with-catherine-winner-global-head-of-stewardship-at-goldman-sachs-asset-management/
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:20220217T180000
DTEND;TZID=America/New_York:20220217T193000
DTSTAMP:20260718T174435
CREATED:20220128T155753Z
LAST-MODIFIED:20230907T190343Z
UID:71828-1645120800-1645126200@cfany.org
SUMMARY:3rd Public Pension Funds Conference
DESCRIPTION:OverviewA Virtual Asset Owner Series™ Event \nAs liquidity effects linger from the pandemic\, large investment funds have begun to occupy a more prominent role as sources of capital. The 3rd Public Pension Funds Conference\, part of our Asset Owner Series\, will address a range of high-level topics from the perspective of public pension plans. Presenters will discuss major investment themes and global market dynamics within the context of unique challenges arising from strict investment mandates and vast resources at hand. \nTune in to this conversation to gain a new perspective on the global macroeconomic environment and explore the future role of pension funds in a changing investment landscape. \nAsset Owners Attend FreeAsset Owner status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda6:00 PM | OPENING REMARKS \n\nDaniel Fridson\, Managing Director\, McCarvill Capital Partners \n\n\n6:05 PM |  PANEL DISCUSSION \n\nModerator \nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\nPanelists \nEli Martinez\, Executive Director and Chief Investment Officer of the Educational Employees’ Supplementary Retirement System\, Fairfax County (VA) Public Schools \nElizabeth Burton\, MBA\, CAIA\, Chief Investment Officer\, Hawaii Employees’ Retirement System \nOdrée Ducharme\, Managing Director\, Caisse de dépôt et placement du Québec (CDPQ) \n\n\n7:20 PM | Q&A \n\n7:35 PM | CLOSING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder and Chair Emeritus\, CFA Society New York Asset Owner Series \n\nAdditional DetailsLearning Outcome Statements \n\nDiscuss asset allocation for pension plans\nUnderstand manager selection considerations and related fiduciary risks\nExplore future challenges and strategic opportunities\n\nSponsorshipGold Sponsor
URL:https://cfany.org/event/3rd-public-pension-funds-conference/
LOCATION:Virtual Only
CATEGORIES:AOS Original,Asset Owner Series,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220218T120000
DTEND;TZID=America/New_York:20220218T133000
DTSTAMP:20260718T174435
CREATED:20211223T082518Z
LAST-MODIFIED:20211223T082518Z
UID:71427-1645185600-1645191000@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-5/
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:20220222T090000
DTEND;TZID=America/New_York:20220222T100500
DTSTAMP:20260718T174435
CREATED:20220105T200750Z
LAST-MODIFIED:20220218T185545Z
UID:71524-1645520400-1645524300@cfany.org
SUMMARY:Third Moody’s Chief Investment Officer Credit Outlook Summit\, Hosted in partnership with CFA Society New York
DESCRIPTION:Registration Closed \nWe apologize for any inconvenience. \nOverviewHosted in partnership with CFA Society New York \nMoody’s Chief Investment Officer Credit Outlook Summit features Chief Investment Officer panelists from around the world. The discussion will focus on their global macroeconomic views and credit market trends for 2022. \nAgenda9:00 AM | WELCOME REMARKS \n\nMichael West\, President\, Moody’s Investors Service \n\n\n9:05 AM | PANEL \nEXPLORING THE GLOBAL MACROECONOMIC ENVIRONMENT\n\nModerator \nMark Zandi\, Chief Economist\, Moody’s Analytics \n\nPanelists \nMark Konyn\, Group Chief Investment Officer\, AIA \nAndrew McCaffrey\, Global Chief Investment Officer\, Fidelity International \nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n\n\n9:35 AM | PANEL \nWHAT TO EXPECT FROM THE CREDIT MARKETS IN 2022\n\nModerator \nMarianna Waltz\, Managing Director – Head of LatAm Ratings and Research\, Moody’s Investors Service \n\nPanelists \nMark Konyn\, Group Chief Investment Officer\, AIA \nAndrew McCaffrey\, Global Chief Investment Officer\, Fidelity International \nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n\n\n10:05 AM | CLOSING REMARKS \n\nMargaret Franklin\, CFA\, President and CEO\, CFA Institute \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nGlobal Markets\nManager Selection\n\nAdditional DetailsInvitation Only Event \n\nFree to Attend\, Available Exclusively to Members\nRegistration Capacity: 100\nDate: Tuesday\, February 26 @ 5:30 – 8:30pm\nLocation: Moody’s Investors Service\, 7 World Trade Center\, 250 Greenwich St.\n\nRequest an InvitationEvent Media & Related ContentSee agenda from the Second Moody’s Investors Service Credit Outlook Summit » \nFor more photos from the 2019 conference\, click here.
URL:https://cfany.org/event/third-moodys-chief-investment-officer-credit-outlook-summit-hosted-in-partnership-with-cfa-society-new-york/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Free for Members,Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220222T180000
DTEND;TZID=America/New_York:20220222T193000
DTSTAMP:20260718T174435
CREATED:20220110T150735Z
LAST-MODIFIED:20220110T205953Z
UID:71569-1645552800-1645558200@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-14/
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:20220223T120000
DTEND;TZID=America/New_York:20220223T133000
DTSTAMP:20260718T174435
CREATED:20211215T161328Z
LAST-MODIFIED:20211215T161446Z
UID:71351-1645617600-1645623000@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-4/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220223T180000
DTEND;TZID=America/New_York:20220223T193000
DTSTAMP:20260718T174435
CREATED:20220125T171525Z
LAST-MODIFIED:20220125T171525Z
UID:71792-1645639200-1645644600@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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Interest Group,Interest Group Meetings,Toastmasters
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220228T130000
DTEND;TZID=America/New_York:20220228T163000
DTSTAMP:20260718T174435
CREATED:20211005T141516Z
LAST-MODIFIED:20230907T190248Z
UID:70181-1646053200-1646065800@cfany.org
SUMMARY:4th Annual Private Credit Outlook
DESCRIPTION:OverviewDeleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders’ activity and restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in and fill the void. However\, the market for private credit remains highly fragmented and somewhat opaque\, complicating optimal entry points for many market participants. \nAs specialty lenders\, hedge funds\, BDCs and other private pools of capital have helped re-introduce market liquidity\, the potential for attractive risk adjusted returns has driven up demand for private debt exposure from institutional investors. Tune in to our Fourth Annual Private Credit Outlook discussion to stay abreast of innovative and differentiated strategies at the forefront of the private credit market. \nAgenda1:00 PM | WELCOMING REMARKS \n\nTod Trabocco\, CFA\, Product Specialist\, ITE Management \n\n\n1:05 PM | LPs / ALLOCATORS PANEL \n\nModerator \nRichard Grimm\, Managing Director\, Cambridge Associates \n\nPanel \nAnthony Chiu\, CFA\, Director of Private Equity / Alternative Assets\, Kentucky Public Pensions Authority \nDora Gamaoun\, CFA\, Investment Manager\, Optimum Asset Management \nEunice McHugh\, Director\, Private Credit\, San Francisco Employees’ Retirement System \nNora Pickens\, CAIA\, Managing Director\, Mill Creek Capital Advisors \n\n\n1:45 PM | Q & A \n\n2:00 PM | BREAK \n\n2:15 PM | DIRECT LENDING PANEL \n\nModerator \nStephen Boyko\, Partner\, Proskauer \n\nPanel \nDinko Angelov\, CFA\, Managing Director\, Audax Private Debt \nKing Jang\, Managing Director\, Benefit Street Partners \nBob Shettle\, CFA\, Managing Director\, Star Mountain Capital \nRoss Van der Linden\, Managing Director\, Golub Capital \n\n\n3:00 PM | Q & A \n\n3:15 PM | BREAK \n\n3:30 PM | SPECIALTY LENDING PANEL  \n\nModerator \nColton Lavin\, CFA\, Investment Director – Private Debt\, NEPC \n\nPanel \nHeather La Freniere\, Founder & Managing Partner\, LAGO Innovation Fund \nDave Philipp\, CFA\, Partner in Fund Liquidity\, Crestline Investors\, Inc. \nBrian Ralph\, Head of Institutional\, ITE Management \nGreg Richter\, CEO\, Medalist Partners \nBaxter Wasson\, Co-Head of O’Connor Capital Solutions\, UBS O’Connor \n\n\n4:15 PM | Q & A \n\n4:30 PM | CLOSING REMARKS \n\nStephan Connelly\, CFA\, Director\, Star Mountain Capital\, Chair of the Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nDiscuss the rise of private credit as an asset class\nUnderstand different outcomes of private credit strategies for asset owners\nExplore opportunities for managers in a competitive market\n\nSponsorship
URL:https://cfany.org/event/fourth-annual-private-credit-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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