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DTSTART;TZID=America/New_York:20220323T180000
DTEND;TZID=America/New_York:20220323T193000
DTSTAMP:20260719T102224
CREATED:20220203T215051Z
LAST-MODIFIED:20220203T215051Z
UID:71971-1648058400-1648063800@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-6/
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:20220325T133000
DTEND;TZID=America/New_York:20220325T150000
DTSTAMP:20260719T102224
CREATED:20211104T154327Z
LAST-MODIFIED:20230907T184727Z
UID:70614-1648215000-1648220400@cfany.org
SUMMARY:Emerging Manager Summit
DESCRIPTION:OverviewAre you thinking about launching — or are you ready to launch — a money management firm? Are you currently operating a firm\, but are looking for ways to grow or address ongoing management challenges? This all-in-one event will provide a forum for emerging managers and allocators to learn strategic and practical approaches to tackling common challenges. The panel discussion will focus on such topics as presentation development\, compliance\, marketing\, capital raising\, as well as related issues that concern anyone starting or running a successful asset management firm. \nDuring this unique event\, attendees will also gain an understanding of the motivations and perspectives of asset owners who are actively looking for emerging managers. Asset owners\, alternative asset managers\, PMs\, analysts\, and traders can expect to come away with meaningful and actionable business management advice. \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 \nCloseAgenda1:30 PM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital\, Chair of Business Management Group\, CFA Society New York \n\n\n1:35 PM | PANEL DISCUSSION \n\nModerator \nJoel Palathinkal\, Ph.D.\, CEO\, Sutton Capital \nPanelists \nAaron Kelley\, CFA\, CAIA\, Partner\, Nirvana Healthcare Ventures\, Partner\, Stealth Mode Fintech Startup \nMichael Sheehan\, Vice President\, Operational Due Diligence\, Aetos Alternatives Management\, LP \nDegas Wright\, CFA\, Chief Executive Officer\, Decatur Capital Management\, Inc. \n\n\n2:45 PM | Q&A \n\n3:00 PM |  CLOSING REMARKS \n\nChristopher Flens-Batina\, Business Intelligence Analyst\, Vonage\, Co- Vice Chair of Business Management Group\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAddress best practices for running a money management firm\nDiscuss legal\, regulatory\, and compliance guidelines\nImportance integrating DEI and Sponsorship into firm growth\nNetwork and review allocation and seeding opportunities available
URL:https://cfany.org/event/emerging-manager-summit-2/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,Business Management,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220328T183000
DTEND;TZID=America/New_York:20220328T200000
DTSTAMP:20260719T102224
CREATED:20211223T083923Z
LAST-MODIFIED:20220208T210246Z
UID:71434-1648492200-1648497600@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-5/
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:20220329T180000
DTEND;TZID=America/New_York:20220329T193000
DTSTAMP:20260719T102224
CREATED:20220224T061939Z
LAST-MODIFIED:20230907T184545Z
UID:72311-1648576800-1648582200@cfany.org
SUMMARY:How Alternative Data is Transforming Asset Management
DESCRIPTION:OverviewIn this two-panel learning event\, CFA charterholders and community members are invited to explore distinct perspectives on alternative data sources. During one panel discussion\, asset managers will share their insight on the use of data from apps\, satellites\, and other devices to create powerful investment signals and subsequently generate alpha; the other panel\, leading data providers will explore the latest trends in new data\, tools to make use of it and what’s on the horizon. \nAttendees can expect to come away from both presentations with an enhanced understanding of operational\, compliance\, and other considerations when dealing with alternative data. Register now to explore what data sources are most popular today\, discover what’s on the horizon\, and gain awareness of potential pitfalls and challenges. \nAgenda6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL 1 : DATA PROVIDER TRENDS \n\nModerator \nTeddy Kahn\, Vice President\, Global Head of Investment Management\, S&P Global \nPanelists \nJoseph Gits\, CFA\, CEO and Co-Founder\, Social Market Analytics\, Inc. \nTom Grant\, CFA\, Director of Equity Research\, Apptopia \nJenny Liu\, Senior Director of Research\, YipitData \nGavin Mohrmann\, Senior Director\, Foursquare \n\n\n6:35 PM | Q&A \n\n6:45 PM | PANEL 2: ASSET MANAGER PERSPECTIVE \n\nModerator \nAmy Young\, CFA\, Industry Digital Strategist\, Microsoft \nPanelists \nSamuel Blackman\, Research Analyst\, UBS Asset Management \nDominique DeRubeis\, Data Strategy Associate\, BlackRock \nBrian Peltonen\, CFA\, Director of Data Analytics\, Fidelity Management & Research Co. \n\n\n7:15 PM | Q&A \n\n7:30 PM | CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nDiscover trends in alternative data sourcing\nLearn how asset managers are using this data to generate alpha\nDiscuss operational\, compliance and other considerations in data use
URL:https://cfany.org/event/how-alternative-data-is-transforming-asset-management/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220401T120000
DTEND;TZID=America/New_York:20220401T130000
DTSTAMP:20260719T102224
CREATED:20220103T204733Z
LAST-MODIFIED:20230413T172213Z
UID:71503-1648814400-1648818000@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:OverviewThe Great Rupture: What does it mean for the economic fundamentals? \nAs the world economy crawls out of the health crisis\, a rapidly unfolding geopolitical crisis puts the recovery on a tailspin. Are these crises reinforcing and entrenching the rupturing of the two largest economies?  How will the great decoupling – against the backdrop of health\, geo-political\, inequality and climate crisis – shape the economic fundamentals\, particularly productivity growth? What do the macro-models predict? How will the transition and adjustments affect asset prices worldwide? Will there be a new equilibrium? Or are we heading for multiple equilibria\, with a diminished role for the dominant reserve currency? \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 SpeakerDr. Hamid Rashid\nChief\, Global Economic Monitoring\nUnited Nations Department of Economic and Social Affairs (UNDEA) \nDr. Hamid Rashid – Chief\, Global Economic Monitoring at the United Nations Department of Economic and Social Affairs (UNDEA) – is the lead author of the UN flagship report\, the World Economic Situation and Prospects\, jointly published by UNDESA\, UNCTAD\, the UN Regional Commissions and UN-WTO. Previously\, he served as the Senior Adviser for Macroeconomic Policy in UNDESA\, advising finance\, central banks and planning authorities in developing countries on fiscal and monetary policy issues. Prior to joining UN/DESA in 2010\, Dr. Rashid served as a Senior Adviser in UNDP’s Bureau for Development Policy and also as the Director General for Multilateral Economic Affairs at the Ministry of Foreign Affairs in Bangladesh. Read More \nGuest SpeakerDr. Hamid Rashid\nChief\, Global Economic Monitoring\nUnited Nations Department of Economic and Social Affairs (UNDEA) \nDr. Hamid Rashid – Chief\, Global Economic Monitoring at the United Nations Department of Economic and Social Affairs (UNDEA) – is the lead author of the UN flagship report\, the World Economic Situation and Prospects\, jointly published by UNDESA\, UNCTAD\, the UN Regional Commissions and UN-WTO. Previously\, he served as the Senior Adviser for Macroeconomic Policy in UNDESA\, advising finance\, central banks and planning authorities in developing countries on fiscal and monetary policy issues. Prior to joining UN/DESA in 2010\, Dr. Rashid served as a Senior Adviser in UNDP’s Bureau for Development Policy and also as the Director General for Multilateral Economic Affairs at the Ministry of Foreign Affairs in Bangladesh. \nDr. Rashid earned his Ph.D. in economics and finance from Columbia University in New York under the supervision of Nobel Laureate Prof. Joseph Stiglitz. In a recent co-authored paper\, Prof. Stiglitz and Dr. Rashid warn against the looming risks of a catastrophic debt crisis in developing countries.  He obtained a Bachelor of Science degree from the University of Texas. Dr. Rashid’s research interest includes macroeconomic policies\, international finance\, debt management\, technological change\, financial market liberalization and their impact on economic growth and sustainable development.
URL:https://cfany.org/event/quantitative-investing-group-meeting-10/
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:20220403T100000
DTEND;TZID=America/New_York:20220403T180000
DTSTAMP:20260719T102224
CREATED:20220302T191122Z
LAST-MODIFIED:20220330T152912Z
UID:72443-1648980000-1649008800@cfany.org
SUMMARY:Venture Capital Valuation\, Term Sheets & Cap Tables – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn Venture Capital Term Sheets and Model Cap Tables \nOverviewThis boot camp is an instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive\, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality. \nTopics Covered \n\nThe VC Process and Term Sheet\n\nThe early stage investing landscape\nA typical VC deal process and timeline\nVC return economics – why they need to hit home runs\nVC Valuation – back-solving into a pre-money / post-money valuation\nUnderstanding VC term sheets\n\n\n\n\nVC Math and Cap Tables\n\nCap Table Math: Dilution and price per share after new round\nCalculating Impact of Option Pool\nCalculating Impact of Multiple Investors\nCalculating impact of Convertible Debt\nConstructing a Cap Table\nFlow of Funds and Distribution Waterfall\n\n\n\nCFANY.org: $799.20 Standard Rate: $999 What You’ll LearnDemystifying the VC Valuation & Term Sheet \nHow do venture capital (VC) professionals determine the size and ownership stake of their investments? How do they construct term sheets to optimize their chances of generating high investment returns? Using simple examples that slowly grow more complex\, we’ll demystify the math and jargon that’s used in early stage investing \nCap Table & Waterfall Modeling \nMultiple investment rounds\, coupled with even the most common VC deal provisions such as option pools\, convertible debt and liquidation preferences conspire to create significant model complexity when structuring cap tables and waterfalls. Learn how to structure cap tables to address these challenges \nAdditional DetailsSchedule \nThis virtual training session is scheduled for 10a-6p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/venture-capital-valuation-term-sheets-cap-tables-1-day-virtual/
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:20220405T090000
DTEND;TZID=America/New_York:20220407T170000
DTSTAMP:20260719T102224
CREATED:20220302T193559Z
LAST-MODIFIED:20220307T172147Z
UID:72447-1649149200-1649350800@cfany.org
SUMMARY:FP&A Technical Mastery Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn the technical and presentation skills you need to become an invaluable member of your team \nOverviewThis 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company’s leadership while learning invaluable skills in problem-solving\, risk management\, and growth planning. \n\nVirtual training led by our team of FP&A professionals\nLearn a full range of invaluable FP&A skills\nBoost your Excel efficiency\n\nCFANY.org: $1\,359 Standard Rate: $1\,999 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDAY 1 \n\n\nIntroduction to the modern FP&A function\nMacroeconomic\, Industry\, and Competitive Analysis\nThe Power and Art of Business Modeling\n\n\n\nDAY 2 \n\n\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\n\n\n\nDAY 3 \n\n\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\nThe future of FP&A in large corporations and private companies\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nBoot Camp DetailsOverviewInstructorAdditional DetailsOverview\nFP&A professionals require a cross-functional understanding of accounting\, finance\, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again. \nInstructor\nThe course is taught by Carl Seidman\, Business Strategist\, CFO Advisor\, TedX Speaker\, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy\, including turnarounds\, restructurings\, valuation\, transactions\, and crisis management. With a passion for teaching and years of directly relevant real-world experience\, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job. \nAdditional DetailsWhat’s Included? \n\nThe training materials that trainees receive are comprehensive and intuitive\, and are designed to serve as stand-alone materials for easy use long after the training session has ended.\nUp to 27 FP&A recertification credits\nUp to 27 CPE credits\n\n\nWhat to Bring \nLaptop\, Notepad\, and Calculator. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nFP&A Recertification Credit \nThis seminar is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance. \nWho is this Bootcamp for?\nAnalysts and managers in financial planning and analysis\nBusiness decision support\nInternal & external financial reporting groups\nControllers\nCorporate accounting professionals
URL:https://cfany.org/event/fpa-technical-mastery-boot-camp-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220405T120000
DTEND;TZID=America/New_York:20220405T131500
DTSTAMP:20260719T102224
CREATED:20220304T200559Z
LAST-MODIFIED:20230907T184321Z
UID:72530-1649160000-1649164500@cfany.org
SUMMARY:ESG Proposed Financial Reporting Requirements
DESCRIPTION:OverviewJoin CFA Society New York for an in-depth discussion about the latest developments regarding proposed regulatory requirements for ESG financial reporting metrics. \nEU and US regulators are now drafting reporting requirements to establish quantitative metrics by which to assess ESG compliance. These requirements will influence public financial disclosure and investment evaluation. The Financial Reporting and Analysis group has assembled an update on these developments to share with interested CFA charterholders and community members. \nConsider leading-edge thought from policymakers and institutions and explore new ways to clearly communicate ESG features in investment products when you attend this discussion. \nAgenda12:00 PM | OPENING REMARKS \n\n12:05 PM | PANEL DISCUSSION \n\nPanelists \nBruno Bertocci\, Managing Director\, UBSAM \nStacy Coleman\, Member\, TCFD Secretariat \nJean-Christophe Nicaise Chateau\, Legislative Officer\, European Commission \nHester M. Peirce\, Commissioner\, U.S. Securities and Exchange Commission \nSamantha Ross\, Founder\, AssuranceMark \n\n\n1:00 PM | CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nAssess the ongoing evolution of ESG reporting requirements that will be promulgated in the near-term\nUnderstand the regulatory significance of data requirements
URL:https://cfany.org/event/esg-proposed-financial-reporting-requirements/
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:20220406T080000
DTEND;TZID=America/New_York:20220408T170000
DTSTAMP:20260719T102224
CREATED:20220302T203318Z
LAST-MODIFIED:20220307T173355Z
UID:72460-1649232000-1649437200@cfany.org
SUMMARY:Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep: The PE Masterclass: Crushing the paper LBO is just the beginning\n** Formerly called the Private Equity Boot Camp \nLearning ObjectivesLBO Modeling & the PE Deal Process \nThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. \nLed by PE Professionals \nThis boot camp is NOT an academic exercise. It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. \nLearn from the Private Equity’s #1 Trainer \n4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training. \nCFANY.org: $1599 Standard Rate: $1\,999 AgendaThis virtual session goes from 9am-5pm EST \nDay 1 | LBO AND PE OVERVIEW LBO MODELING \nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \nDay 2 | LBO MODELING/PE DEAL PROCESS \nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \nDay 3 | LBO MODELING/PE DEAL PROCESS \nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \nOnline | PRE-SEIMNAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nOnline | POST-SEMINAR ONLINE ACCESS \nEnrollment includes access to the following online course(s): Financial Statement ModelingLBO Modeling \nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nLed by former private equity professional with applied expertise in LBO modeling methodologies\, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job. \nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions.Additional DetailsSchedule \nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nLaptop\, Notepad\, and Calculator. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Who is this boot camp for?\nThis PE Masterclass is targeted specifically for the following audience:\n\nInvestment banking analysts planning to or actively interviewing for PE\nMBAs and undergraduates pursuing private equity\nCurrent private equity professionals seeking to improve their skill set\nLeveraged finance and credit professionals seeking a better understanding of their PE clients’ process
URL:https://cfany.org/event/breaking-into-private-equity-lbo-modeling-and-pe-deal-process-masterclass-wall-street-prep-4/
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:20220406T090000
DTEND;TZID=America/New_York:20220408T170000
DTSTAMP:20260719T102224
CREATED:20220302T200835Z
LAST-MODIFIED:20220304T152618Z
UID:72452-1649235600-1649437200@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-4/
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:20220406T180000
DTEND;TZID=America/New_York:20220406T193000
DTSTAMP:20260719T102224
CREATED:20220216T161654Z
LAST-MODIFIED:20220216T161654Z
UID:72168-1649268000-1649273400@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-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220406T180000
DTEND;TZID=America/New_York:20220406T193000
DTSTAMP:20260719T102224
CREATED:20211223T233249Z
LAST-MODIFIED:20220330T150006Z
UID:71465-1649268000-1649273400@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-13/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,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:20220407T173000
DTEND;TZID=America/New_York:20220407T190000
DTSTAMP:20260719T102224
CREATED:20220318T115017Z
LAST-MODIFIED:20220321T215302Z
UID:72730-1649352600-1649358000@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Group Meeting,Interest Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T120000
DTEND;TZID=America/New_York:20220412T130000
DTSTAMP:20260719T102224
CREATED:20220406T185004Z
LAST-MODIFIED:20220406T193653Z
UID:72943-1649764800-1649768400@cfany.org
SUMMARY:Centennial Speaker Series: Stephen Foerster on In Pursuit of the Perfect Portfolio
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 a lunchtime talk with Stephen Foerster\, co-author of In Pursuit of the Perfect Portfolio: The Stories\, Voices\, and Key Insights of the Pioneers Who Shaped the Way We Invest\, as he discusses how the greatest thinkers in finance changed the field and how their wisdom can help investors today. \nIs there an ideal portfolio of investment assets\, one that perfectly balances risk and reward? In Pursuit of the Perfect Portfolio examines this question by profiling and interviewing 10 of the most prominent figures in the finance world: Jack Bogle\, Charley Ellis\, Gene Fama\, Marty Leibowitz\, Harry Markowitz\, Bob Merton\, Myron Scholes\, Bill Sharpe\, Bob Shiller\, and Jeremy Siegel. We learn about the personal and intellectual journeys of these luminaries―which include six Nobel Laureates and a trailblazer in mutual funds―and their most innovative contributions. In the process\, we come to understand how the science of modern investing came to be. Each of these finance greats discusses his idea of a perfect portfolio\, offering invaluable insights to today’s investors. \nCopies of In Pursuit will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nJames Kelly\, Director\, Gabelli Center for Global Security Analysis \n\n\n12:03 PM | SPEAKER INTRODUCTIONS \n\nDavid Cowen\, President and CEO\, Museum of American Finance \n\n\n12:08 PM | PRESENTATION \n\nStephen Foerster\, Professor of Finance\, Ivey Business School \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDavid Cowen\, President and CEO\, Museum of American Finance \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-stephen-foerster-on-in-pursuit-of-the-perfect-portfolio/
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:20220412T130000
DTEND;TZID=America/New_York:20220412T170000
DTSTAMP:20260719T102224
CREATED:20220303T043706Z
LAST-MODIFIED:20220307T173556Z
UID:72465-1649768400-1649782800@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Banking- Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn how mergers & acquisitions deals are structured \nWhat You’ll LearnM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \nTaught by Experienced M&A Professionals \nThis is NOT an academic exercise. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. \nCFANY.org: $319 Standard Rate: $399 Who is this boot camp for?\nInvestment banking and PE analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone looking to get a better understanding of M&A transactions\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models. \n\nUnderstand the differences between asset sales (including 338h10 elections) and stock sales.\nLearn how the different ways to structure a deal creates significant tax and accounting implications for both the buyer and seller.\nUnderstand taxation issues\, including deferred taxes created by the step-up of asset values.\nGain insight into legal considerations in acquisitions.\nKey learning objectives include:\n\nTax Basis Step Ups in Asset Sale vs Stock Sale\nQuantifying PV of Acquirer Tax Benefits in Tax Basis Step Up\nSeller Preferences in M&A Deal Structuring\nCalculating Target Proceeds in M&A in Asset vs. Stock Sale\nTaxable Sales: Introduction and Acquirer Perspective\nTaxable Sales including 338(h)(10): Target Perspective\nNOLs in M&A\nNOLs for 80%+ owned subsidiaries\nSelling S-Corporations and subsidiaries\nAggregate Deemed Sales Price (ADSP)\nNontaxable Sales\n\n\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nExperienced Instructors\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/ma-deal-structures-key-concepts-for-investment-banking-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T180000
DTEND;TZID=America/New_York:20220412T193000
DTSTAMP:20260719T102224
CREATED:20220208T203615Z
LAST-MODIFIED:20220208T203645Z
UID:72054-1649786400-1649791800@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-15/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220413T090000
DTEND;TZID=America/New_York:20220415T170000
DTSTAMP:20260719T102224
CREATED:20220303T053040Z
LAST-MODIFIED:20220307T173711Z
UID:72481-1649840400-1650042000@cfany.org
SUMMARY:Introduction to Project Finance Modeling
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up- the way it’s done on the job. \nTaught by experienced project finance professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \n\nLearn the key principles of Project Finance\nBuild a project finance transaction model from the ground up\nUnderstand commonly used project financing structures\nIncludes Excel Project Finance model templates\n\nCFANY.org: $1\,199 Standard Rate: $1\,499 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nPlease note: Each daily session goes from 9AM – 5PM EST \n\n\nIntroduction to Project Finance\nThis section provides a conceptual overview of project finance and is intended to provide students with the basic understanding of the financial structure of the Project Finance Model Case Study. \n\nWhat is project finance\nDifference between project finance and corporate finance\nProject finance structure\nProject finance risks and risk changes over time\nConstraints to project finance investment\nSources of project finance\n\nProject revenues and costs\nDebt financing instruments and characteristics\nEquity financing and characteristics\n\n\nIntroduction to key project finance metrics\nTypes of project documentation\n\nProject Finance Modeling Best Practices\nThis section discusses and provides practical excel exercises for formats\, functions\, and formulas which will be used in the Project Finance Model Case Study \n\nFeatures of the financial model\nImportance of financial models\nModeling best practices (12 rules)\n\nProject Finance Model Case Study\, Phase 1\nThis section is a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 1: Introduction to the Project Finance Model Case Study\n\nOverview of case study project\nBaseline financial structure of case study (eg: revenue\, cost\, capital structure)\n\n\nProject Finance Model Part 2: Setting Up A Template Worksheet\n\nFormatting a template sheet for easy viewing\nIntroduce model headings\, output messages\, units\, and timelines\n\n\nProject Finance Model Part 3: Setting Up the Timing Sheet\n\nSet up the proper model periodicity using key excel functions\n\n\nProject Finance Model Part 4: Setting Up Inputs Sheets\n\nCategorically set up input sheets which can run multiple scenarios\nCreate flexibility for revenues\, expenses\, leverage\, and financing assumptions\nSet up static and time-based inputs for model calculations\n\n\n\nProject Finance Model Case Study\, Phase 2\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 5: Creating Timing Flags\n\nCode flexible timing flags for triggers\, construction\, and operational periods\nCalculate flexible percent completion flags\n\n\nProject Finance Model Part 6: Integrating Financial Statements\n\nSet up an integrated Cashflow Statement\, Balance Sheet\, and Income Statement\nUnderstand dependences between the 3 financial statements and calculations\n\n\nProject Finance Model Part 7: Capital Costs Calculations\n\nCode control accounts for project expenditures\nCalculate fixed assets during construction\nDevelop depreciation calculations and integrate into financial statements\n\n\nProject Finance Model Part 8: Implementing a Checks Sheet\n\nBuild a project checks sheet with a tolerance level\n\n\nProject Finance Model Part 9: Reserve Accounts\n\nDevelop working capital accounts to account for timing differences of cash received and expended\nCode operational period calculations including routine operations and major maintenance expenditures\nLink operational period calculations to financial statements\n\n\nProject Finance Model Part 10: Debt Financing Calculations\n\nCode senior debt and subordinated debt calculations\nUnderstand the impact of cashflow available or debt service to repayment of debt financing\nCalculate debt drawdown\, debt principal\, and debt interest\n\n\nProject Finance Model Part 11: Equity and Dividend Calculations\n\nCalculate equity injections and redemptions\nCreate a dividends control account and constraints to equity distributions\n\n\n\nProject Finance Model Case Study\, Phase 3\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 12: Project Taxation\n\nCalculate profit chargeable to corporation tax\nSet up a corporation tax control account to link to financial statements\n\n\nProject Finance Model Part 13: Ratios and Returns\n\nDevelop a debt service coverage ratio calculation\, NPV Calculation\, Project and Equity IRR calculation\nCreate project outputs and management overviews including a sources and uses table and management dashboard\n\n\nProject Finance Model Part 14: Final Project Finance Model Review\n\nCode in VBA to analyze project and equity IRRs of multiple scenarios simultaneously\nLearn summary and perform sensitivity analysis\n\n\n\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nExperienced Instructors\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/introduction-to-project-finance-modeling-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220413T130000
DTEND;TZID=America/New_York:20220413T140000
DTSTAMP:20260719T102224
CREATED:20220406T201733Z
LAST-MODIFIED:20230907T184215Z
UID:72964-1649854800-1649858400@cfany.org
SUMMARY:How Investment Professionals Can Support Ukraine
DESCRIPTION:OverviewThis event will be about how investment professionals can support the humanitarian crisis unfolding in Ukraine.  \nAgenda1:00 PM | OPENING REMARKS \n\nDavid Motsonelidze\, CFA\, Director\, Stifel\, Chair of Membership\, CFA Society of New York \n\n\n1:05 PM | KEYNOTE SPEAKER \n\nOleksii Sobolev\, CFA\, CEO\, Prozorro.Sale\, President\, CFA Society of Ukraine \n\n\n1:55 PM | CLOSING REMARKS \n\nDavid Motsonelidze\, CFA\, Director\, Stifel\, Chair of Membership\, CFA Society of New York \n\nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations
URL:https://cfany.org/event/how-investment-professionals-can-support-ukraine/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Membership Committee,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220418T180000
DTEND;TZID=America/New_York:20220418T193000
DTSTAMP:20260719T102224
CREATED:20220110T151006Z
LAST-MODIFIED:20220110T205844Z
UID:71572-1650304800-1650310200@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-16/
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:20220419T120000
DTEND;TZID=America/New_York:20220419T133000
DTSTAMP:20260719T102224
CREATED:20211215T161237Z
LAST-MODIFIED:20211215T161522Z
UID:71354-1650369600-1650375000@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/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220419T130000
DTEND;TZID=America/New_York:20220419T170000
DTSTAMP:20260719T102224
CREATED:20220303T155013Z
LAST-MODIFIED:20220307T173727Z
UID:72486-1650373200-1650387600@cfany.org
SUMMARY:Modeling Multifamily Real Estate – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn about real world “on the job” multifamily real estate modeling \nWhat You’ll LearnBuild a Multifamily Real Estate Model Step-By-Step \nHow do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? \nIn this virtual “Power Session\,” you will learn how a real multifamily model is constructed and used to generate key investment insights. \nExcel Model Template Included \nA comprehensive reusable multifamily real estate model template is included with this course. \nCFANY.org: $319 Standard Rate: $399 Who is this boot camp for?\nProfessionals and students pursuing careers in Real Estate Private Equity.\nReal estate professionals looking to add financial modeling skills to their existing skill set.\nIndividual investors and anyone interested in the Real Estate industry.\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nDesigned for investment banking\, PE and real estate investment professionals\, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However\, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel. \n\nUsing a typical offering memorandum (OM) to extract key detail used in the model\nHow historical financials drive the pro-forma\nProjecting top-line revenue performance (effective vs. gross rent)Modeling occupancy/vacancy loss\, non-revenue units\, and uncollectible rent assumptions\nGetting to NOI: Projecting the most common operating expenses\nHow to underwrite capital expenditures (defensive vs. offensive)\nHow to calculate levered returns\nModeling the key equity and debt metrics in multifamily real estate (Yield-on-cost\, Cash-on\ncash yield\, DSCR\, and debt yield)\nUnderstanding value allocation\nModeling Sources & Uses\nConstructing the NOI and Returns Summary tables\nSensitizing key outputs to frame purchase price ranges for a multi-family real estate property\nTypical return profile for a multi-family\nFinancial due diligence: Sales comparable and market surveys\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real-world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/modeling-multifamily-real-estate-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220419T180000
DTEND;TZID=America/New_York:20220419T193000
DTSTAMP:20260719T102224
CREATED:20211223T231530Z
LAST-MODIFIED:20211223T231530Z
UID:71457-1650391200-1650396600@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-8/
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:20220420T180000
DTEND;TZID=America/New_York:20220420T193000
DTSTAMP:20260719T102224
CREATED:20220216T161945Z
LAST-MODIFIED:20220216T162047Z
UID:72170-1650477600-1650483000@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-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220422T120000
DTEND;TZID=America/New_York:20220422T133000
DTSTAMP:20260719T102224
CREATED:20220208T202548Z
LAST-MODIFIED:20220208T202548Z
UID:72049-1650628800-1650634200@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-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220425T183000
DTEND;TZID=America/New_York:20220425T200000
DTSTAMP:20260719T102224
CREATED:20220208T210019Z
LAST-MODIFIED:20220208T210019Z
UID:72058-1650911400-1650916800@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\n\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\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220427T120000
DTEND;TZID=America/New_York:20220427T130000
DTSTAMP:20260719T102224
CREATED:20220406T200014Z
LAST-MODIFIED:20220407T192310Z
UID:72958-1651060800-1651064400@cfany.org
SUMMARY:Centennial Speaker Series: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War
DESCRIPTION:OverviewThis event is co-sponsored with CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nJoin us for a lunchtime talk with renowned journalist and master storyteller Roger Lowenstein\, as he discusses his revelatory financial investigation into how President Abraham Lincoln and his administration used the funding of the Civil War as the catalyst to centralize the government and accomplish the most far-reaching reform in the country’s history. \nLincoln inherited a country in crisis. Even before the Confederacy’s secession\, the U.S. Treasury had run out of money. The government had no authority to raise taxes\, no federal bank\, and no currency. But amid unprecedented troubles\, Lincoln saw an opportunity: the chance to legislate in the centralizing spirit of the “more perfect union” that had first drawn him to politics. With Lincoln at the helm\, the United States would now govern “for” its people: it would enact laws\, establish a currency\, raise armies\, underwrite transportation and higher education\, assist farmers\, and impose taxes. Lincoln believed this agenda would foster the economic opportunity he had always sought for upwardly striving Americans. \nSalmon Chase\, Lincoln’s vanquished rival and his new secretary of the Treasury\, waged war on the financial front\, levying taxes and marketing bonds while desperately battling to contain wartime inflation. And while the Union and rebel armies fought increasingly savage battles\, the Republican-led Congress enacted a blizzard of legislation that made the government\, for the first time\, a powerful presence in the lives of ordinary Americans. The impact was revolutionary. The activist 37th Congress legislated for homesteads and a transcontinental railroad and involved the federal government in education\, agriculture\, and eventually immigration policy. It established a progressive income tax and created the greenback—paper money. While the Union became self-sustaining\, the South plunged into financial free fall\, having failed to leverage its cotton wealth to finance the war. Founded in a crucible of anti-centralism\, the Confederacy was trapped in a static (and slave-based) agrarian economy without federal taxing power or other means of government financing\, save for its overworked printing presses. This led to an epic collapse. Though Confederate troops continued to hold their own\, the North’s financial advantage over the South\, where citizens increasingly went hungry\, proved decisive; the war was won as much (or more) in the respective treasuries as on the battlefields. \nCopies of Ways and Means will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\n\n12:03 PM | SPEAKER INTRODUCTIONS \n\nDavid Cowen\, president and CEO\, Museum of American Finance \n\n\n12:08 PM | PRESENTATION \n\nRoger Lowenstein\, Financial Journalist and Author \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDavid Cowen\, president and CEO\, Museum of American Finance \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-roger-lowenstein-on-ways-and-means-lincoln-and-his-cabinet-and-the-financing-of-the-civil-war/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220502T180000
DTEND;TZID=America/New_York:20220502T193000
DTSTAMP:20260719T102224
CREATED:20220318T111140Z
LAST-MODIFIED:20220318T111140Z
UID:72721-1651514400-1651519800@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-15/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220502T193000
DTEND;TZID=America/New_York:20220502T210000
DTSTAMP:20260719T102224
CREATED:20220318T112534Z
LAST-MODIFIED:20220318T112534Z
UID:72728-1651519800-1651525200@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:Group DescriptionThe 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. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220504T050000
DTEND;TZID=America/New_York:20220506T130000
DTSTAMP:20260719T102224
CREATED:20220329T042859Z
LAST-MODIFIED:20220421T213705Z
UID:72839-1651640400-1651842000@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220504T180000
DTEND;TZID=America/New_York:20220504T193000
DTSTAMP:20260719T102224
CREATED:20220328T202900Z
LAST-MODIFIED:20220329T050421Z
UID:72823-1651687200-1651692600@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-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
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