BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220208T180000
DTEND;TZID=America/New_York:20220208T193000
DTSTAMP:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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:20260718T213504
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220228T130000
DTEND;TZID=America/New_York:20220228T163000
DTSTAMP:20260718T213504
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220228T183000
DTEND;TZID=America/New_York:20220228T200000
DTSTAMP:20260718T213504
CREATED:20211223T083902Z
LAST-MODIFIED:20220215T200702Z
UID:71433-1646073000-1646078400@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:OverviewJoin the Fintech Leadership Group Meeting on Monday\, February 28 to hear  Tom Grant  Director of Equity Research at Apptopia\, as he discusses how alternative data can be used to drive investment research and enhance the investment decision-making. Specifically\, he will provide an overview of mobile app data\, what types of signals it can yield\, and how analysts and portfolio managers can integrate it into their investment process. Tom will talk for ~20 minutes\, followed by an open discussion. \nFintech Thought Leadership group×Fintech Thought leadership Group\nThe 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 \nClose
URL:https://cfany.org/event/fintech-leadership-group-meeting-4/
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:20220301T150000
DTEND;TZID=America/New_York:20220301T170000
DTSTAMP:20260718T213504
CREATED:20220217T191054Z
LAST-MODIFIED:20230907T185447Z
UID:72204-1646146800-1646154000@cfany.org
SUMMARY:What's New in Financial Reporting
DESCRIPTION:OverviewThis bootcamp-style program arranged by the Financial Reporting and Analysis interest group provides a concise update on several important  financial reporting developments. Through an innovative series of presentations\, attendees can expect to be quickly brought up to speed on these new standards\, which affect just released 2021 and future financial statements. \nAlso hear perspectives on coming financial reporting pronouncements\, including changes in lease reporting and other topics. With presentations by FASB board members\, SEC staff and other leading financial reporting professionals\, this program offers an opportunity for financial statement users to better understand and discuss new developments in financial reporting and forward looking of the FASB future initiatives. \nAgenda3:00 PM | OPENING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group \n\n\n3:05 PM | PANEL INTRODUCTION \n\nPJ Patel\, CFA\, ASA\, Senior Managing Director\, Valuation Research Corporation \n\n\n3:15 PM | PANEL DISCUSSION \n\nModerator \nPJ Patel\, CFA\, ASA\, Senior Managing Director\, Valuation Research Corporation \nPanelists \nGary Buesser\, CFA\, Board Member\, Financial Accounting Standards Board (FASB) \nFredrick Cannon\, CFA\, Board Member\, Financial Accounting Standards Board (FASB) \nScott Taub\, CPA\, Managing Director\, Financial Reporting Advisors\, LLC \nJonathan Wiggins\, Senior Associate Chief Accountant\, Office of the Chief Accountant U.S. Securities and Exchange Commission \n\n\n4:45 PM |  Q&A \n\n4:55 PM |  CLOSING REMARKS \n\nChenyao Jane Soong\, CFA CPA\, Executive Director of Finance and Corporate Controller\, SCYNEXIS\, Inc. \n\nAdditional DetailsLearning Outcomes \n\n\n\nDiscuss and understand new accounting standards effective in 2022:\n\nHear a variety of perspectives on financial reporting developments such as:\n\nBusiness Combinations – contract liabilities\nLeases – variable lease payments\nConvertible debt\nGovernment assistance\n\n\n\n\n\n\nFASB investor related projects:\n\nGoodwill amortization\nSegment reporting\nPortfolio layer method\nTDR accounting\n\n\n\n\nAgenda consultation:\n\nESG related topics\nCrypto currency\nFinancial statement framework
URL:https://cfany.org/event/whats-new-in-financial-reporting/
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:20220302T180000
DTEND;TZID=America/New_York:20220302T193000
DTSTAMP:20260718T213504
CREATED:20211223T233237Z
LAST-MODIFIED:20211223T233237Z
UID:71464-1646244000-1646249400@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-12/
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:20220303T180000
DTEND;TZID=America/New_York:20220303T193000
DTSTAMP:20260718T213504
CREATED:20220207T203517Z
LAST-MODIFIED:20230907T185351Z
UID:72025-1646330400-1646335800@cfany.org
SUMMARY:Asset Manager Series: A View from the Leaders of the Structured Finance Markets
DESCRIPTION:OverviewA virtual Asset Manager Series event \nHow are structured finance market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from structured finance sector heads about how they are planning strategically in the face of high asset valuations\, rising interest rates and borrower pressures. \nIn addition to discussing how they plan to position their investment portfolios\, our speakers will talk about making key decisions to better prepare their teams for the next phase of client needs. Gain understanding of asset managers’ big-picture considerations as well as a snapshot of their immediate macroeconomic outlook when you participate in this discussion. \nAgenda6:00 PM | OPENING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | PANEL \n\nModerator \nNavneet Agarwal\, CFA\, Managing Director\, Moody’s Investors Service \n\nPanelists \nDave Pelka\, Principal\, CarVal Investors \nFelix Zhang\, Managing Director\, Ares \n\n\n7:15 PM | Q&A \n\n7:30 PM | CLOSING REMARKS \n\nTBA \n\nAdditional DetailsAreas of Focus \n\nHear portfolio managers discuss macroeconomic perspectives\nUnderstand the impact of investment management company oversight\nLearn key considerations for effective municipal bond management
URL:https://cfany.org/event/asset-manager-series-a-view-from-the-leaders-of-the-structured-finance-markets/
LOCATION:Virtual Only
CATEGORIES:Asset Manager Series,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220304T120000
DTEND;TZID=America/New_York:20220304T130000
DTSTAMP:20260718T213504
CREATED:20220103T204243Z
LAST-MODIFIED:20220222T234158Z
UID:71498-1646395200-1646398800@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewTopic: Alternative Data Trends & Themes \nOn this webinar Eagle Alpha’s Director of Data Strategy & Analytics Ronan Crosson will share his insights into the great trends and themes in the alternative data world. Ronan will discuss the areas of growth in alternative data providers as well as profiling the buyers of alternative data. In addition Ronan will discuss the greatest themes of 2021 and present Eagle Alpha’s expectations for the alternative data market in 2022 and beyond. \nQuantitative Investment Group×Quantitative Investment 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 SpeakerRonan Crosson\, CFA\, Director of Data Strategy & Analytics\, Eagle Alpha  \nRonan leads Eagle Alpha’s Data Strategy solution. Ronan’s experience spans the front office and middle office on the buyside\, as well as building and managing data science and analyst teams at Eagle Alpha.  \nRonan and the Data Strategy team support Eagle Alpha clients with the implementation of alternative data through expert advisory services\, regular live workshops and deep thought leadership content.
URL:https://cfany.org/event/quantitative-investing-group-meeting-9/
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:20220304T123000
DTEND;TZID=America/New_York:20220304T140000
DTSTAMP:20260718T213504
CREATED:20211216T000800Z
LAST-MODIFIED:20220224T231442Z
UID:71371-1646397000-1646402400@cfany.org
SUMMARY:American Gas Association 2022 Presentation
DESCRIPTION:OverviewThe American Gas Association\, founded in 1918\, represents more than 200 local energy companies that deliver clean natural gas throughout the United States.  There are more than 77 million residential\, commercial and industrial natural gas customers in the U.S.\, of which 95 percent — more than 73 million customers — receive their gas from AGA members. AGA is an advocate for natural gas utility companies and their customers and provides a broad range of programs and services for member natural gas pipelines\, marketers\, gatherers\, international natural gas companies\, and industry associates. Today\, natural gas meets more than one-third of the United States’ energy needs. \nThis AGA presentation will focus on the role for natural gas in a sustainable energy future. Key regulatory and legislative issues will be discussed. \n×Registration\, Fees\, PricingEvent Registration \nMembers \n\nAttend: $40\nLivestream: $10\n\nNonmembers \n\nAttend: $95\nLivestream: $40\n\nRegister »CloseAgenda12:30 PM | WELCOMING REMARKS  & INTRODUCTION \n\nLeo Schmidt\, CFA\, Board of Directors\, CFA Society New York\, Chief Investment Officer\, River Eddy Capital Management  \n\n\n12:35 PM | OUTLOOK FOR THE NATURAL GAS INDUSTRY \n\nKimberly (Kim) S. Green\, 2022\, Chair\, American Gas Association; Chairman\, President & CEO\, Southern Company Gas \nKaren Harbert\, President\, and Chief Executive Officer\, American Gas Association \n\n\n2:00 PM | MEETING ADJOURNED \nConference Sponsor
URL:https://cfany.org/event/american-gas-association-2022-luncheon-presentation/
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:20220307T180000
DTEND;TZID=America/New_York:20220307T193000
DTSTAMP:20260718T213504
CREATED:20211223T150739Z
LAST-MODIFIED:20211223T150739Z
UID:71440-1646676000-1646681400@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-13/
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:20220307T193000
DTEND;TZID=America/New_York:20220307T210000
DTSTAMP:20260718T213504
CREATED:20220107T010445Z
LAST-MODIFIED:20220110T195706Z
UID:71548-1646681400-1646686800@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-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220308T180000
DTEND;TZID=America/New_York:20220308T193000
DTSTAMP:20260718T213504
CREATED:20211223T235544Z
LAST-MODIFIED:20211223T235544Z
UID:71480-1646762400-1646767800@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/
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:20220309T180000
DTEND;TZID=America/New_York:20220309T193000
DTSTAMP:20260718T213504
CREATED:20220203T215013Z
LAST-MODIFIED:20220203T215013Z
UID:71972-1646848800-1646854200@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-5/
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:20220315T133000
DTEND;TZID=America/New_York:20220315T150000
DTSTAMP:20260718T213504
CREATED:20220209T163132Z
LAST-MODIFIED:20230907T184821Z
UID:72065-1647351000-1647356400@cfany.org
SUMMARY:Post LIBOR: The Next Phase of the Transition
DESCRIPTION:OverviewJoin the Financial Reporting and Analysis interest group as we invite leaders from across the industry to share their expertise during the ongoing LIBOR transition period. In a moderated discussion format\, panelists will address implications for capital markets and asset management\, share their observations on the current process\, and envision actionable strategies for firms to navigate complex legal\, methodological\, and regulatory considerations in 2022 and beyond. \nAlthough LIBOR has played a pivotal benchmarking role in global financial markets for 36 years\, this role is in its final stages of winding down. During this transition period\, millions of contracts worth hundreds of trillions of dollars have been retooled; in less than 18 months\, the once-dominant reference rate will be phased out entirely. \nCapital markets\, consumer loans\, and a wide variety of investment products will be affected by this transition. Don’t miss out on this timely session addressing an industry paradigm shift. Register now to join in the discussion. \nAgenda1:30 PM | WELCOMING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Co-Chair\, CFA Society New York Value Investing Group \n\n\n1:35 PM | PANEL DISCUSSION \n\nModerator \nEthan Heisler\, CFA\, Senior Director\, KBRA \nPanelists \nCaleb Bigham\, CFA\, MBA\, SVP – Treasurer\, BOK Financial \nJohn Coleman\, SVP/SMD Fixed Income\, R.J. O’Brien \nWill Goldthwait\, Strategist\, State Street Global Advisors \nJames Lovely\, Principal Consultant\, FPExpert.com \nMark Rogerson\, Executive Director\, Head of Interest Rates and OTC Product\, EMEA\, CME Group \n\n\n2:50 PM |  Q&A \n\n3:00 PM | CLOSING REMARKS \n\nEthan Heisler\, CFA\, Senior Director\, KBRA \n\nAdditional DetailsLearning Outcomes \n\nExamine how the transition away from LIBOR will change the investment landscape\nExplore the steps treasurers are taking during this ongoing transition\nLearn how banks and issuers of securities are responding to the sunsetting of LIBOR
URL:https://cfany.org/event/post-libor-the-next-phase-of-the-transition/
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:20220315T180000
DTEND;TZID=America/New_York:20220315T193000
DTSTAMP:20260718T213504
CREATED:20211223T231517Z
LAST-MODIFIED:20211223T231517Z
UID:71456-1647367200-1647372600@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-3/
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:20220318T120000
DTEND;TZID=America/New_York:20220318T133000
DTSTAMP:20260718T213504
CREATED:20211223T082549Z
LAST-MODIFIED:20211223T082549Z
UID:71428-1647604800-1647610200@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-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220321T180000
DTEND;TZID=America/New_York:20220321T193000
DTSTAMP:20260718T213504
CREATED:20220110T150837Z
LAST-MODIFIED:20220208T204313Z
UID:71571-1647885600-1647891000@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-15/
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:20220322T120000
DTEND;TZID=America/New_York:20220322T133000
DTSTAMP:20260718T213504
CREATED:20211215T161309Z
LAST-MODIFIED:20220310T160622Z
UID:71353-1647950400-1647955800@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-3/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Group Meeting,Virtual Events & Programming
END:VEVENT
END:VCALENDAR