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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220504T180000
DTEND;TZID=America/New_York:20220504T193000
DTSTAMP:20260720T190855
CREATED:20220317T233656Z
LAST-MODIFIED:20220317T233656Z
UID:72711-1651687200-1651692600@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-14/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220506T120000
DTEND;TZID=America/New_York:20220506T130000
DTSTAMP:20260720T190855
CREATED:20220318T051214Z
LAST-MODIFIED:20220318T051214Z
UID:72717-1651838400-1651842000@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP
URL:https://cfany.org/event/quantitative-investing-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220507T050000
DTEND;TZID=America/New_York:20220508T130000
DTSTAMP:20260720T190855
CREATED:20220329T045732Z
LAST-MODIFIED:20220426T215758Z
UID:72834-1651899600-1652014800@cfany.org
SUMMARY:Bank Industry Modeling - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep \nWhat You’ll LearnThe unique regulatory framework and business model of financial institutions pose specific challenges in the areas of analysis\, forecasting and valuation. In this 2-day course\, participants will focus exclusively on banks. On Day 1\, you will understand the operating model of banks and regulatory and capital implication\, and learn how to analyze the financial statements of a bank and begin building a complete bank forecast model. On Day 2\, you will complete the forecast model\, then create a Dividend Discount Model (DDM) for bank valuation. The course will conclude with a discussion of specific considerations around bank M&A. This intensive course is designed to equip professionals engaged in the analysis and valuation of banks\, with the hands-on skill set needed on the job and is taught by an experienced FIG investment banker. \n\nLearn the regulatory framework of commercial banks\nBuild a financial institution forecast model\nUnderstand the challenges with bank valuation\nIncludes Excel Financial Institution model templates\n\nCFANY.org: $1\,599 Standard Rate: $1\,999 AgendaView Full Syllabus\n\nDay 1 | BANK INDUSTRY FINANCIAL STATEMENT MODELING \n\nYou will learn how to build an annual forecast model for a financial institution while being guided through the unique regulatory framework and business model of banks. \n\n\nDay 2 | BANK INDUSTRY VALUATION MODELING \n\nYou will build perform valuation modeling on a financial institution\, while navigating through the unique industry challenges of expensing of debt service and income\, the regulatory constraints on reinvestment\, and the calculation of levered vs. unlevered free cash flows. Alternative approaches to valuation will be discussed including Dividend Discount Models (DDM). \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nBanks: Analysis\, Modeling & Valuation\nRegulatory\, Accounting and Capital Framework\n\nOverview & paradigms of the banking system\nBank regulatory framework\nRegulatory and structural implications on model\nInterpreting the 3 financial statements for a bank\nAnalyzing the linkages between the key financial\nstatement line items\nYield curve impact\nLoan accounting & ratios (NPL\, NCO\, LLR to Loans)\nInvestment accounting (Level 1\,2\,3 & AFS\, HTM etc.)\nKey operating metrics & ratios\nCapital considerations for banks\nUnderstanding the Basel III framework and key\nratios and calculations\nCredit considerations around banks\nCECL Update\n\nBuilding a Bank Forecast Model \n\nForecasting key balance sheet items\, including loans\,\ninvestments & deposits\nForecasting key income statement items\, including\nnet interest income and non-interest items\nForecasting capital ratios and capital requirements\nForecasting dividends\nIntegrating the model and checking for errors\nBalancing the model and checking for accuracy\nError-proofing techniques & sensitivity analysis\n\nBank Valuation and M&A\n\nChallenges to the traditional firm valuation\napproach\, and the calculation of free cash flows\nAlternative approaches to valuation: Dividend\nDiscount Models (DDM)\, Residual Income Models\,\nComparable valuation and appropriateness of P/B\nBuilding a DDM for bank valuation step-by-step\nIncorporating regulatory constraints\nConsiderations in Bank M&A (CDI\, MSR etc.)\n\n\n\n\n\n\nCloseBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive training program where trainees learn bank and FIG 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\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. \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 18 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/bank-industry-modeling-wall-street-prep-2/
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:20220507T100000
DTEND;TZID=America/New_York:20220507T170000
DTSTAMP:20260720T190855
CREATED:20220418T154150Z
LAST-MODIFIED:20220418T193819Z
UID:73056-1651917600-1651942800@cfany.org
SUMMARY:SaaS and Recurring Revenue Modeling & Analysis - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn Financial Modeling & Analysis for the SaaS Industry \nWhat You’ll Learn\nOverview of a SaaS and other recurring revenue operating model\nUnderstanding and evaluating common recurring revenue constructs\nSaaS Metrics: TCV and ACV Bookings vs. billings\nRecurring revenue metrics: ARR\, MRR vs. revenue vs. deferred revenue\nChurn; net revenue retention\, gross vs. net adds\nPerforming a Cohort Analysis\nUnderstanding and evaluating SaaS gross margin\nLTV/CAC and Unit Economics: Estimating Customer Lifetime Value\, Customer Acquisition Cost\nImplications of the cohort analysis and LTV/CAC work and SaaS industry benchmarks\nData analysis: Locating/aggregating the necessary data\n\nCFANY.org: $1199 Standard Rate: $1499 Boot Camp DetailsOverviewScheduleAdditional DetailsOverview\nLed by experienced SaaS-focused investment professionals\, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses \nSpecifically\, trainees will learn the “how” and “why” of modeling a recurring revenue company’s ARR and MRR\, how to contrast these non-GAAP metrics to revenue\, how to perform cohort analyses and analyze churn\, as well as how to analyze unit economics like LTV/CAC to better understand a businesses and to ultimately make better investment decisions. \n\nWho is this boot camp for? \n\nVenture Capital\, Growth Equity and Private Equity Professionals  \nTMT Investment Banking Professionals \nTechnology-Focused Investment Professionals \nFP&A\, Business Development and Corporate Finance professionals at SaaS businesses\nFinance students and anyone interested in analyzing SaaS businesses\n\nSchedule\nThis virtual training session is scheduled for 10a-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\, 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 should enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 8 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 the 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.learningmarket.org. \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/saas-and-recurring-revenue-modeling-analysis-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220509T170000
DTEND;TZID=America/New_York:20220509T183000
DTSTAMP:20260720T190855
CREATED:20220427T160839Z
LAST-MODIFIED:20230907T172820Z
UID:73176-1652115600-1652121000@cfany.org
SUMMARY:Asset Manager Series: A View from the Top ESG Asset Managers
DESCRIPTION:OverviewA virtual Asset Manager Series event \nHow are ESG market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from sector heads about how they are planning strategically in the face of due diligence challenges and higher valuations. \nIn addition to discussing how they plan to position their investment portfolios\, our speakers will talk about making key decisions to better prepare their teams for the next phase of client needs. Gain understanding of asset managers’ big-picture considerations as well as a snapshot of their immediate macroeconomic outlook when you participate in this discussion. \nAgenda5:00 PM | OPENING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n5:05 PM | PANEL \n\nModerator \nSwami Venkataraman\, CFA\, Associate Managing Director\, Moody’s Investors Service \n\nPanelists \nAnnika Lombardi\, Managing Director\, Lord Abbett \nAnne Simpson\, Global Head of Sustainability\, Franklin Templeton \nMichelle Dunstan\, Chief Responsibility Officer\, AllianceBernstein \nBruce M. Kahn\, Ph.D.\, Climate Solutions Specialist\, MSCI \n\n\n6:15 PM | Q&A \n\n6:30 PM | CLOSING REMARKS & ADJOURNMENT \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\nAdditional DetailsAreas of Focus \n\nDue Diligence\nAsset Selection\nResearch\n\nSponsorshipKey Alliance – Gold PartnerKey Alliance – Silver PartnerWhat is the Key Alliance Program?
URL:https://cfany.org/event/asset-manager-series-a-view-from-the-top-esg-asset-managers/
LOCATION:Virtual Only
CATEGORIES:Asset Manager Series,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220510T090000
DTEND;TZID=America/New_York:20220510T170000
DTSTAMP:20260720T190855
CREATED:20220418T184808Z
LAST-MODIFIED:20220429T193122Z
UID:73064-1652173200-1652202000@cfany.org
SUMMARY:13-Week Cash Flow Modeling - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn to Build a 13-Week Cash Flow Model \nWhat You’ll Learn\nComplete 13 Week Cash Flow (TWCF) TrainingThis course begins with an introduction to restructuring\, and then follows with a step-by-step buildup of a TWCF model.\nReal World Case StudyUsing a case study\, the learners will build a model step-by-step while weaving the motivations of the various stakeholders to provide learners with context for.\nUsed at Top Financial InstitutionsThis is the same training program delivered to some of the world’s leading turnaround consulting & advisory firms\, investment banks\, and distressed debt funds\n\nCFANY.org: $559 Standard Rate: $699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nMorning \n\n\nIntroduction to financial restructuring\n\nBankruptcy overview\nImputing asset values and measuring insolvency from market pricing of debt and equity\nThe importance and limitation of valuation methodologies like DCF and Comps in restructuring\nOut of court restructuring process\nIn court restructuring process\n\nBegin to Model the TWCF \n\nImportance and Role of TWCF in restructuring\nModeling a Basic 13 Week Cash Flow\nModeling Receipts and Operating Disbursements\nBuilding the Working Capital Rollforwards\n\n\n\n\n\nAfternoon \n\n\nContinue Modeling the TWCF\n\nModeling Non-Operating Disbursements\nModeling the Borrowing Base Revolver\nCash flow to EBITDA Reconciliation\nUpdating a TWCF for new weeks\nModeling Best Practices – Quarterly to Monthly\, Monthly to Weekly\nSensitizing model assumptions and Impact on TWCF Output\n\n\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 DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive instructor-led training program where trainees learn 13-Week Cash Flow 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. \n\nWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nSchedule\nThis virtual training session is scheduled for 9a-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n \nAdditional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites\nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 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/13-week-cash-flow-modeling-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220510T130000
DTEND;TZID=America/New_York:20220510T170000
DTSTAMP:20260720T190855
CREATED:20220329T044500Z
LAST-MODIFIED:20220506T151854Z
UID:72833-1652187600-1652202000@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers - Wall Street Prep
DESCRIPTION:Learn how Mergers & Acquisitions deals are structuredM&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. \n\n\n\nCFANY.org: $319Standard Rate: $399 THIS 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. Overview\n\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\nVirtual Training Sign-In and Setup\n\nInstructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ. \n\nSchedule\n\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. \n\nWhat’s Included?\n\nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors\n\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\n\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. \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\nSchedulehis 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.Additional 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-bankers-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:20220510T140000
DTEND;TZID=America/New_York:20220510T153000
DTSTAMP:20260720T190855
CREATED:20220318T111616Z
LAST-MODIFIED:20220318T111616Z
UID:72723-1652191200-1652196600@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-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220511T090000
DTEND;TZID=America/New_York:20220511T170000
DTSTAMP:20260720T190855
CREATED:20220418T192435Z
LAST-MODIFIED:20220427T171934Z
UID:73068-1652259600-1652288400@cfany.org
SUMMARY:Private Equity Deal Process Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnThe PE Deal Process Demystified \nThe Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nUsed by Top Financial Institutions \nThis is the same training program used by some of the largest PE firms in the world to prepare new hires for the job. \n\n\n\nCFANY.org: $1\,199Standard Rate: $1\,499 THIS IS NOT AN ACADEMIC EXERCISE. Taught by experienced investment banking professionals\, this is the same intensive Excel-based training used to prepare new hires at some of the largest IB firms in the world. Who is this boot camp for?\nPrivate equity\, asset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their LBO modeling skill set\n\nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nLed by former private equity professionals\, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\, First Round Bid/IOI\, Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team. \nWhat You’ll Learn\n\n\nThis boot camp will demystify each phase of the PE deal process.\nUnderstand the day-to-day responsibilities of a Private Equity professional.\nLearn how you can add value to your deal team through each PE deal phase.\nDesigned for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients.\nTaught by PE professionals who have been involved in high-profile PE deals.\nThe pre-deal process:\n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\n\nThe first-round bid/IOI phase:\n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\n\nThe diligence/LOI phase:\n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\n\nPost-LOI phase\n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\n\nDeal closing\n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\n\n\n\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. \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. 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 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. \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/private-equity-deal-process-boot-camp-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220511T120000
DTEND;TZID=America/New_York:20220511T130000
DTSTAMP:20260720T190855
CREATED:20220503T020031Z
LAST-MODIFIED:20220503T022151Z
UID:73322-1652270400-1652274000@cfany.org
SUMMARY:Centennial Speaker Series: Mary Childs on The Bond King: How One Man Made a Market\, Built an Empire\, and Lost It All
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 the host of NPR’s Planet Money as she uncovers the deeply investigated story of how one visionary\, dogged investor changed American finance forever. Before Bill Gross was known among investors as the Bond King\, he was a gambler. In 1966\, a fresh college grad\, he went to Las Vegas armed with his net worth ($200) and a knack for counting cards. Countless casino bans and $10\,000 later\, he was hooked: So he enrolled in business school. \nThe Bond King is the story of how that whiz kid made American finance his casino. Over the course of decades\, Gross turned the sleepy bond market into a destabilized game of high risk\, high reward; founded Pimco\, one of today’s most powerful\, secretive\, and cutthroat investment firms; helped to reshape our financial system in the aftermath of the Great Recession—to his own advantage; and gained legions of admirers and enemies along the way. Like every American antihero\, his ambition would also be his undoing. \nTo understand the winners and losers of today’s money game\, journalist Mary Childs argues\, is to understand the bond market—and to understand the bond market is to understand the Bond King. \nCopies of The Bond King 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\nMary Childs \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-mary-childs-on-the-bond-king-how-one-man-made-a-market-built-an-empire-and-lost-it-all/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220516T180000
DTEND;TZID=America/New_York:20220516T193000
DTSTAMP:20260720T190855
CREATED:20220318T050144Z
LAST-MODIFIED:20220318T050144Z
UID:72713-1652724000-1652729400@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-17/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T120000
DTEND;TZID=America/New_York:20220517T130000
DTSTAMP:20260720T190855
CREATED:20220503T021853Z
LAST-MODIFIED:20220503T022138Z
UID:73323-1652788800-1652792400@cfany.org
SUMMARY:Centennial Speaker Series: Gillian Tett on Anthro-Vision: A New Way to See in Business and Life
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nAmid severe digital disruption\, economic upheaval\, and political flux\, how can we make sense of the world? Leaders today typically look for answers in economic models\, big data\, or artificial intelligence platforms. Gillian Tett points to anthropology—the study of human culture. \nAnthropologists learn to get inside the minds of other people\, helping them not only understand other cultures but also appraise their own environment with a fresh perspective as an insider-outsider\, gaining lateral vision. Today\, anthropologists are more likely to study Amazon warehouses than remote Amazon tribes. They have done research into institutions and companies\, such as General Motors\, Nestlé\, Intel\, and more\, shedding light on such practical questions as how Internet users define themselves\, why corporate projects fail\, why bank traders miscalculate losses\, how companies sell certain products\, and why pandemic policies succeed (or not). Anthropology makes the familiar seem unfamiliar and vice versa\, giving a 3D perspective in a world where many executives are plagued by tunnel vision\, especially in fields like finance and technology. \nCopies of Anthro-Vision 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\nGillian Tet \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-gillian-tett-on-anthro-vision-a-new-way-to-see-in-business-and-life/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T120000
DTEND;TZID=America/New_York:20220517T133000
DTSTAMP:20260720T190855
CREATED:20220317T232358Z
LAST-MODIFIED:20220317T232504Z
UID:72709-1652788800-1652794200@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-6/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T180000
DTEND;TZID=America/New_York:20220517T193000
DTSTAMP:20260720T190855
CREATED:20220318T050710Z
LAST-MODIFIED:20220318T050710Z
UID:72715-1652810400-1652815800@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-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220518T120000
DTEND;TZID=America/New_York:20220518T133000
DTSTAMP:20260720T190855
CREATED:20220316T174738Z
LAST-MODIFIED:20230907T172204Z
UID:72697-1652875200-1652880600@cfany.org
SUMMARY:How to Close the Remaining Gaps in ESG Mandates for Asset Owners
DESCRIPTION:OverviewA virtual Asset Owner Series™ and Sustainable Investing Group event\, with organizing support from CFA Society Seattle. \nHear thought leaders from the asset owner community come together to explain what they think is missing from the current ESG investment mandate options. \nThe panelists will discuss how asset owners and investment advisors can optimize the implementation of the mandates and monitor their impact. The panelists will also take a look forward to how mandates will likely change. \n×Registration\, Fees\, PricingMembers & Nonmembers \nMembers: $10\nNonmembers: $40 \nRegister »\n\nAsset Owners \nAttend FREE — just verify your status as an Asset Owner by filling out our brief request form and\, once verified\, receive your complimentary admission.CloseAsset 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 \nCloseAgenda12:00 PM | OPENING REMARKS \n\nDaniel Fridson\, Managing Director\, McCarvill Capital Partners \n\n\n12:05 AM | PANEL DISCUSSION \n\nModerator \nHubert Danso\, Chief Executive Officer & Chairman\, Africa investor; Chair\, CFA Society New York Asset Owner Series Advisory Council \n\nPanelists \nLynn Forester de Rothschild\, Founder\, Coalition for Inclusive Capitalism \nHiro Mizuno\, Former Executive Management Director & CIO\, Government Pension Investment Fund of Japan \nLeola Ross\, CFA\, PhD\, Deputy CIO and Head of ESG\, Seattle City Employees’ Retirement System \nTheresa J. Whitmarsh\, Former Executive Director\, Washington State Investment Board \n\n\n1:30 PM | CLOSING REMARKS & ADJOURNMENT \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\nAdditional DetailsLearning Outcome Statements \n\nInvestment Mandates\nAsset Allocation\nESG\nPerformance Reporting
URL:https://cfany.org/event/how-to-close-the-remaining-gaps-in-esg-mandates-for-asset-owners/
LOCATION:Virtual Only
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220518T180000
DTEND;TZID=America/New_York:20220518T193000
DTSTAMP:20260720T190855
CREATED:20220328T202932Z
LAST-MODIFIED:20220328T202932Z
UID:72824-1652896800-1652902200@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-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220519T140000
DTEND;TZID=America/New_York:20220519T160000
DTSTAMP:20260720T190855
CREATED:20220225T054538Z
LAST-MODIFIED:20230907T172034Z
UID:72351-1652968800-1652976000@cfany.org
SUMMARY:2022 Cybersecurity Forum
DESCRIPTION:OverviewWhat best practices should financial firms employ to maintain a secure remote working environment? The 2022 Cybersecurity Forum will address this question and many more. Attendees will learn how to assess and mitigate critical cybersecurity weaknesses in today’s remote-first world.  \nDiscover the critical cybersecurity issues that pose an immediate threat to financial firms and learn how to mitigate these issues. Hear from thought leaders with experience in both the public and private sector as they guide the discussion on actionable tactics to successfully execute a robust\, enterprise-wide cybersecurity strategy.  \nPreventing a cybersecurity crisis is a critical investment that affords many benefits and opportunities to those who remain abreast of the latest threats. Don’t miss this year’s discussion on managing incidents when they occur\, setting firms up for long-term operational success and a safe reputation. Attendees will learn how to realize these advantages and position themselves for a secure\, resilient future.  \nAgenda2:00 PM | WELCOMING REMARKS \n\nChristopher Flens-Batina\, Business Intelligence Analyst\, Vonage\, Co- Vice Chair of Business Management Group\, CFA Society New York \n\n\n2:05 PM | KEYNOTE SPEAKER \n\nDavid Stone\, Office of the Chief Information Security Officer\, Google \n\n\n3:00 PM | BREAK \n\n3:05 PM | PANEL DISCUSSION \n\nModerator \nLeroy Terrelonge III\, VP – Senior Analyst\, Cyber Risk Group\, Moody’s Investors Service \nPanelists \nMorris Beyda\, Partner\, Chief Operating Officer and Chief Compliance Officer\, Colbeck Capital Management \nMichael Brice\, President\, BW Cyber\, LLC \nDavid Stone\, Office of the Chief Information Security Officer\, Google \n\n\n3:45 PM |  BREAK \n\n4:00 PM | CLOSING REMARKS \n\nViviana Ehrenzeller\, CFA\, COO\, Securitized Products Group\, MUFG Securities \n\nAdditional DetailsLearning Outcomes \n\nEffectively assess current threats to your firm \nDiscuss how to build client trust through incident management \nMonitor vendors and assess cyber strategy capabilities \nPrevent critical data loss during a real cybersecurity attack \nUnderstand current regulatory expectations surrounding cybersecurity 
URL:https://cfany.org/event/2022-cybersecurity-forum/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220520T120000
DTEND;TZID=America/New_York:20220520T133000
DTSTAMP:20260720T190855
CREATED:20220318T051726Z
LAST-MODIFIED:20220318T051726Z
UID:72719-1653048000-1653053400@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-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220521T090000
DTEND;TZID=America/New_York:20220522T170000
DTSTAMP:20260720T190855
CREATED:20220418T201716Z
LAST-MODIFIED:20220426T215745Z
UID:73071-1653123600-1653238800@cfany.org
SUMMARY:Insurance Industry Modeling Boot Camp
DESCRIPTION:Presented by Wall Street Prep\, master insurance industry financial  modeling in this 2-day intensive virtual boot camp \nWhat You’ll LearnThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company. \nCFANY.org: $1\,999 Standard Rate: $2\,499 AgendaPlease note: Each daily session goes from 900 AM – 5:00 PM EST \n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\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\n×Course Syllabus\nPlease note: Each daily session goes from 9:30 AM – 4:30 PM EST \nView Full Syllabus\n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\n\n\n\nOnline | PRE-SEMINAR 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. \nCloseWho is this boot camp for? \n\nFIG Investment Bankers\nInvestment professionals & asset managers focused on the Insurance sector\nCorporate Development and FP&A professionals in Insurance\nValuation & Corporate Finance consultants focused on Insurance\nStudents targeting jobs that require an understanding of the Insurance sector\nAnyone wanting to the learn/refresh skill sets in Insurance analysis and valuation\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company \nSchedule\nVirtual training runs daily from 9:00 am to 5:00 pm. 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\nWho is this boot camp for? \n\nFIG Investment Bankers\nInvestment professionals & asset managers focused on the Insurance sector\nCorporate Development and FP&A professionals in Insurance\nValuation & Corporate Finance consultants focused on Insurance\nStudents targeting jobs that require an understanding of the Insurance sector\nAnyone wanting to the learn/refresh skill sets in Insurance analysis and valuation\n\n\nCPE Credit\nEarn 18 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 the 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.learningmarket.org. \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/insurance-industry-modeling-boot-camp-3/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220601T090000
DTEND;TZID=America/New_York:20220603T170000
DTSTAMP:20260720T190855
CREATED:20220506T145617Z
LAST-MODIFIED:20220506T181448Z
UID:73366-1654074000-1654275600@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\,519 Standard Rate: $1\,899 Who 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-7/
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:20220601T180000
DTEND;TZID=America/New_York:20220601T193000
DTSTAMP:20260720T190855
CREATED:20220411T163216Z
LAST-MODIFIED:20220411T165231Z
UID:73001-1654106400-1654111800@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-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220601T180000
DTEND;TZID=America/New_York:20220601T193000
DTSTAMP:20260720T190855
CREATED:20220330T225920Z
LAST-MODIFIED:20220525T152448Z
UID:72862-1654106400-1654111800@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-15/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220602T100000
DTEND;TZID=America/New_York:20220603T131500
DTSTAMP:20260720T190855
CREATED:20220315T035134Z
LAST-MODIFIED:20230907T171917Z
UID:72657-1654164000-1654262100@cfany.org
SUMMARY:What's New in International Financial Reporting Standards
DESCRIPTION:OverviewInternational Financial Reporting Standards (IFRS) are required by 144 jurisdictions around the world\, including 15 of the G20 nations.  The IFRS Foundation is charged with developing and maintaining international accounting and sustainability standards through its oversight of the International Accounting Standards Board (IASB) and the recently formed International Sustainability Standards Board (ISSB).  Our conference will review the current and prospective work programs of the IASB and ISSB and assess their impact on corporate reporting.  Additionally\, our speakers will examine the rollout of European Single Electronic Format (ESEF)\, emerging ESG data standards\, and the  similarities and differences between IFRS and U.S. GAAP. \nRegistration Options Single Day Pass$$30For MembersNonmembers: $60Day 1\, OR Day 22-Day Combo$$40For MembersNonmembers: $80Day 1 AND Day 2AgendaDay 1Day 2Day 1\nThurSDAY\, June 2\n\n10:00 AM | OPENING REMARKS \nArthur Fliegelman\, CFA\, Outgoing Chair of Financial Reporting Analysis Group\, Member of the Board\, CFA Society New York \n\n10:10 AM | OVERVIEW OF THE IFRS FOUNDATION \nZach Gast\, Board Member\, International Accounting Standards Board \n\n10:25 AM | THE THIRD AGENDA CONSULTATION \nRafal Markowski\, FCCA\, Technical Staff\, International Accounting Standards Board \n\n10:45 AM | THE INTERNATIONAL SUSTAINABILITY STANDARDS BOARD \nModerator \nSandra Peters\, CFA\, CPA\, Senior Head\, Financial Reporting Policy\,  CFA Institute \nPanelists \nKatie Schmitz Eulitt\, MBA\, Director\, Investor Relationships; Senior Market Co-leader\, APAC\, Value Reporting Foundation \nMarc Siegel\, CFA\, ESG & Corporate Reporting Thought Leader\, EY \n\n11:45 AM | INTERNATIONAL DATA STANDARDS: THE ESEF ROLLOUT AND EMERGING ESG REPORTING \nModerator \nEric Linder\, CFA\, President\, SavaNet LLC \nPanelists \nJohn Turner\, CEO\, XBRL International \nPranav Ghai\, CEO\, Calcbench\, Inc. \nDean Ritz\, Senior Advisor to the CEO\, Workiva\, Inc. \n\n12:15 PM | MAJOR DIFFERENCES BETWEEN IFRS ACCOUNTING STANDARDS AND U.S. GAAP \nWayne Carnall\, CPA\, Consultant\, PricewaterhouseCoopers \nJames Kroeker\, CPA\, Vice Chairman\, Financial Accounting Standards Board \n\n1:15 PM | CLOSING REMARKS \nStephen P. Percoco\, CFA\, Founder\, Lark Research \nDay 2\nFRIDAY\, June 3\n\n10:00 AM | OPENING REMARKS \nStephen P. Percoco\, CFA\, Founder\, Lark Research \n\n10:05 AM | OVERVIEW OF THE IASB’s CURRENT WORK PROGRAM \nZach Gast\, Board Member\, International Accounting Standards Board \n\n10:45 AM | IASB PROJECT: PRIMARY FINANCIAL STATEMENTS \nModerator \nBarry Korn\, CFA\, President\, Barrett Capital Corporation \nPanelists \nFilipe Camilo Alves\, Senior Technical Manager\, European Financial Reporting Advisory Group (EFRAG) \nNick Anderson\, Board Member\, International Accounting Standards Board \nAnthony Scilipoti\, FCPQ\, FCA\, CPA (Illinois)\, President and CEO\, Veritas Investment Research Corporation \n\n11:30 AM | IASB PROJECT: POST – IMPLEMENTATION REVIEWS \nModerator \nDaniel Noll\, CPA\, Vice President of Financial Reporting\, Forensic and Valuation Services\, AICPA \nPanelists \nGary R. Buesser\, CFA\, Board Member\, Financial Accounting Standards Board \nMary Tokar\, Board Member\, International Accounting Standards Board \n\n12:15 PM | IASB PROJECT: POST – GOODWILL AND IMPAIRMENT \nModerator \nAndreas Ohl\, CPA\, Partner\, PwC \nPanelists \nFredrick Cannon\, CFA\, Board Member\, Financial Accounting Standards Board \nDehao Fang\, Technical Staff\, International Accounting Standards Board \nZach Gast\, Board Member\, International Accounting Standards Board \nJoy Sy\, CPA\, Supervising Project Manager\, Financial Accounting Standards Board \n\n1:00 PM | CLOSING REMARKS \nFrancisco Vazquez Ahued\, Incoming Chair of the Financial Reporting Analysis Group\, CFA Society New York\, Public and Project Finance\, Independent Consultant\,  \nAdditional DetailsLearning Outcomes \n\nExplore the IFRS Foundation\, the IASB and ISSB – including their respective missions\, work programs\, and standard-setting processes.\nAssess the impact of proposed and recently-adopted international accounting standards on corporate financial reporting now and in the future.\nGain background and context concerning the formation of the ISSB\, its work program\, the rollout of its sustainability reporting standards\, and efforts toward integration with financial reporting standards.\nDiscover new ways of accessing corporate financial and ESG information through the ESEF and emerging ESG data standards.\nObtain an understanding of the key similarities and differences between IFRS and U.S. GAAP.
URL:https://cfany.org/event/whats-new-in-international-financial-reporting-standards/
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:20220603T120000
DTEND;TZID=America/New_York:20220603T130000
DTSTAMP:20260720T190855
CREATED:20220330T225420Z
LAST-MODIFIED:20220330T225518Z
UID:72860-1654257600-1654261200@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP
URL:https://cfany.org/event/quantitative-investing-group-meeting-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220606T120000
DTEND;TZID=America/New_York:20220608T143000
DTSTAMP:20260720T190855
CREATED:20220331T172456Z
LAST-MODIFIED:20230828T012745Z
UID:72881-1654516800-1654698600@cfany.org
SUMMARY:32nd Annual High Yield Bond Conference
DESCRIPTION:OverviewIntroduction to High Yield\nMONDAY\, JUNE 6 \nThis program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope\, structure\, and performance\, as well as a how-to on high yield credit analysis. Another session will explain the basics of bankruptcy\, essential knowledge in valuing bonds with material default risk. This day’s program benefits both new and aspiring high yield practitioners\, providers of services to high yield managers\, institutional asset allocators\, and investment advisors who seek to better understand the role of high yield bonds in their portfolios. \n32nd Annual Conference (General Sessions I & II)\nTUES\, JUNE 7; WED\, JUNE 8 \nCFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants give their views on the best values in today’s market. Experts discuss the default rate outlook\, quantitative methods\, incorporating ESG into credit analysis\, and recent scholarly research findings. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors\, and financial advisors who allocate to the high yield asset class\, as well as providers of services to money managers. \n×Registration\, Fees\, Pricing\n\nMembers\nGeneral Session Single-Day: $20\nHigh Yield Bond Bundle: $50\n\n\nNonmembers\nGeneral Session Single-Day: $60\nHigh Yield Bond Bundle: $150\n\n\n\n\nRegister Now \n\nCloseRegistration Options Single Day Pass$$20for membersNonmembers: $60Day 1\, OR Day 2 OR Day 33-Day Bundle$$50for membersNonmembers: $150Day 1 AND Day 2 AND Day 3AgendaMaster ClassGeneral Session IGeneral Session IIMaster Class\nMONDAY\, June 6\n\n12:00 PM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | OVERVIEW OF THE HIGH YIELD BOND CLASS \nKimberly Stockton\, Senior Manager and Investment Research Strategist\, Vanguard \n\n12:50 PM | BREAK \n\n12:55 PM | HIGH YIELD CREDIT ANALYSIS \nStephen Flynn\, Senior Credit Analyst\, Bloomberg Intelligence \nJoel Levington\, Director of Research\, Bloomberg Intelligence \n\n1:40 PM | BREAK \n\n1:45 PM | BANKRUPTCY BASICS \nGeorge Kuney\, Lindsay Young Distinguished Professor of Law\, The University of Tennessee\, Knoxville \n\n2:30 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session I\nTUESday\, june 7\n\n12:00 PM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | HIGH YIELD STRATEGY \nSrikanth Sankaran\, Managing Director\, Morgan Stanley \n\n12:50 PM | BREAK \n\n12:55 PM | NEW RESEARCH / TRADE IDEAS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n1:40 PM | BREAK \n\n1:45 PM | PORTFOLIO MANAGERS PANEL \nPanelists \nCharles (Chip) Sterling CFA\, Portfolio Manager\, Analyst\, Strategic Advisors / Fidelity \nDavid Jackson\, CFA\, Director\, High Yield\, Richmond Capital \nWill Smith\, CFA\, Vice President\, Director\, US High Yield Credit\,  AllianceBernstein\, L.P. \n\n2:30 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session II\nWEDNESday\, june 8\n\n12:00 PM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | NEW DEVELOPMENTS IN COVENANTS \nAnthony Canale\, J.D.\, Global Head of Research\, Covenant Review \n\n12:50 PM | BREAK \n\n12:55 PM | MUTUAL FUND FLOWS \nCameron Brandt\, Director of Research\, Informa Financial Intelligence \n\n1:40 PM | BREAK \n\n1:45 PM | HIGH YIELD TRADING \nChristopher White\, CEO\, BondCliQ \n\n2:30 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC
URL:https://cfany.org/event/32nd-annual-high-yield-bond-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220606T180000
DTEND;TZID=America/New_York:20220606T193000
DTSTAMP:20260720T190855
CREATED:20220331T143054Z
LAST-MODIFIED:20220331T143054Z
UID:72874-1654538400-1654543800@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-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220609T180000
DTEND;TZID=America/New_York:20220609T190000
DTSTAMP:20260720T190855
CREATED:20220110T215043Z
LAST-MODIFIED:20220111T181300Z
UID:71586-1654797600-1654801200@cfany.org
SUMMARY:CFA Society New York Book Club The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power\nAuthor: Max Chafkin
URL:https://cfany.org/event/cfa-society-new-york-book-club-the-contrarian-peter-thiel-and-silicon-valleys-pursuit-of-power/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220611T100000
DTEND;TZID=America/New_York:20220611T180000
DTSTAMP:20260720T190855
CREATED:20220411T215212Z
LAST-MODIFIED:20220608T164954Z
UID:73011-1654941600-1654970400@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 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. \nCFANY.org: $319.20 Standard Rate: $399
URL:https://cfany.org/event/venture-capital-valuation-term-sheets-cap-tables-wall-street-prep-2/
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:20220614T130000
DTEND;TZID=America/New_York:20220614T170000
DTSTAMP:20260720T190855
CREATED:20220506T151829Z
LAST-MODIFIED:20220506T151829Z
UID:73371-1655211600-1655226000@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers - Wall Street Prep
DESCRIPTION:Learn how Mergers & Acquisitions deals are structuredM&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. \n\n\n\nCFANY.org: $319Standard Rate: $399 THIS 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. What 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. \nAdditional DetailsOverview\n\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\nVirtual Training Sign-In and Setup\n\nInstructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ. \n\nSchedule\n\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. \n\nWhat’s Included?\n\nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors\n\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\n\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-bankers-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:20220615T090000
DTEND;TZID=America/New_York:20220616T170000
DTSTAMP:20260720T190855
CREATED:20220506T153433Z
LAST-MODIFIED:20220506T153433Z
UID:73374-1655283600-1655398800@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:Unlock the Power of Excel VBA and Become the Office Superhero\nWhat You’ll Learn\nStart Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines.\nImmediately Use VBA on the JobWe’ll show you how you can start using macros in a finance setting by running through real-world exercises such as calculating asset returns and building a payback-period calculator.\nNo Coding Experience NeededDesigned for complete newbies and/or those looking for a refresher. No prior programming knowledge is needed\n\nCFANY.org: $1\,039 Standard Rate: $1\,299 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDAY 1 | The VBA Environment; Start Writing Your Own Code! \n\nOn Day 1\, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \n\n\nDAY 2 | Real-world Applications of VBA for Finance \n\nOn Day 2\, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease\, how to build your own userforms and controls and how to query a database. \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\nAdditional DetailsWho is this boot camp for? \nThis boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base\, attendees tend to come from the following backgrounds: \n\nFinancial planning and analysis and treasury\nCorporate finance and business development\nCredit analysts\nQuantitative finance and trading\nSell-side / buy side analysts\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive\, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean\, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed. \nSchedule\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. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel VBA templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nPC Laptop with Microsoft Excel installed. If you can only use a Mac\, please set up your Mac to have a Windows environment via a virtual machine app such as Parallels or VMWare Fusion. \n\nCPE Credit\nEarn 18 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\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/excel-visual-basic-vba-for-finance-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
END:VCALENDAR