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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220727T180000
DTEND;TZID=America/New_York:20220727T193000
DTSTAMP:20260722T210210
CREATED:20220613T182316Z
LAST-MODIFIED:20220613T182316Z
UID:73680-1658944800-1658950200@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-39/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220801
DTEND;VALUE=DATE:20220807
DTSTAMP:20260722T210210
CREATED:20220604T002130Z
LAST-MODIFIED:20220629T141041Z
UID:73577-1659312000-1659830399@cfany.org
SUMMARY:Advanced Risk and Portfolio Management ® Quant Bootcamp
DESCRIPTION:OverviewA virtual opportunity\, presented by Advanced Risk and ℙortfolio Management (ARPM)® \nThe Quant Bootcamp is a total immersion in Data Science and Quantitative Finance. It includes a global overview of the most advanced techniques\, guest lectures from world-renowned speakers\, and 2-month access to the ARPM Lab our interactive study/practice environment with Theory\, Code\, Case studies\, Data animations\, and Slides.  \nA Statement of Completion\, CPD\, and Academic Credits with partner universities are also granted. \nLearn MoreCFA NY Discount — $340 Off \nAs a recognized ARPM affiliate organization\, we’re excited to offer our audience $340 OFF the standard course price! \nAdditional DetailsTopics \nThe Quant Bootcamp is updated year after year. It includes talks from leading industry quants\, as well as lectures on the most advanced quantitative techniques across Data Science and Quantitative Finance. \nSpecific topics include: \n\nMachine learning\nEconometrics\nFactor modeling\nPortfolio construction\nAlgorithmic trading\nInvestment risk management\nLiquidity modeling\nEnterprise risk management\n\nSchedule \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION
URL:https://cfany.org/event/advanced-risk-and-portfolio-management-quant-bootcamp-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220801T180000
DTEND;TZID=America/New_York:20220801T193000
DTSTAMP:20260722T210210
CREATED:20220727T170430Z
LAST-MODIFIED:20220727T170510Z
UID:74116-1659376800-1659382200@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-14/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220803T090000
DTEND;TZID=America/New_York:20220805T170000
DTSTAMP:20260722T210210
CREATED:20220615T202231Z
LAST-MODIFIED:20220615T202649Z
UID:73717-1659517200-1659718800@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 DetailsOverviewAdditional DetailsScheduleOverview\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. \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. \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.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-10/
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:20220803T120000
DTEND;TZID=America/New_York:20220803T133000
DTSTAMP:20260722T210210
CREATED:20220727T160715Z
LAST-MODIFIED:20220727T160715Z
UID:74112-1659528000-1659533400@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-16/
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:20220803T173000
DTEND;TZID=America/New_York:20220803T190000
DTSTAMP:20260722T210210
CREATED:20220727T172916Z
LAST-MODIFIED:20220727T174108Z
UID:74118-1659547800-1659553200@cfany.org
SUMMARY:Career Development Group Meeting
DESCRIPTION:Group DescriptionThe Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Through events such as investment professional employment outlook conferences\, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry. \nJOIN THIS GROUP \nAgendaDiscuss the results of the survey (emailed to all group members on 7/26). \n\nDiscuss the planned cohort model planning to commence in early September: \nThe cohort is envisioned to have members work on a chosen training course together using an online course of the cohort’s choosing. Depending on the decided frequency (ie\, every 2 weeks)\, there will be a dedicated instructor via Zoom answering any questions and guiding through any roadblocks encountered while working through the modules and assignments. In between the scheduled Zoom meetings\, there will be a group chat through a chosen app (Discord\, Slack) where members can communicate with each other at any time.  The instructor\, along with the addition of your fellow CFANY members communicating via group chat\, will be part of the course unique to CFANY used to bolster the wealth of quality online courseware available in recent years. \n\nFreeform discussion for additional feedback
URL:https://cfany.org/event/career-development-group-meeting/
LOCATION:Virtual Only
CATEGORIES:Career Development,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220805T120000
DTEND;TZID=America/New_York:20220805T133000
DTSTAMP:20260722T210210
CREATED:20220727T175129Z
LAST-MODIFIED:20220727T175129Z
UID:74123-1659700800-1659706200@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-13/
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:20220808T180000
DTEND;TZID=America/New_York:20220808T180000
DTSTAMP:20260722T210210
CREATED:20220727T181022Z
LAST-MODIFIED:20220729T164608Z
UID:74126-1659981600-1659981600@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-19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220809T090000
DTEND;TZID=America/New_York:20220810T170000
DTSTAMP:20260722T210210
CREATED:20220615T215333Z
LAST-MODIFIED:20220630T134937Z
UID:73726-1660035600-1660150800@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 2-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\,599 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\nThe power and art of business modeling\nDynamic business modeling\n\n\n\nDAY 2 \n\n\nData visualization and business storytelling\nPresenting outputs and variance analysis\nManaging assumptions\, business scenarios\, and sensitivities\n\n\n\nBONUS! \n\n\nEnrollment in this course includes free enrollment to any upcoming “FP&A Strategic Planning” 1-day boot camp.\nTake your FP&A skills to the next level with this in-depth application of forecasting\, planning\, and analysis techniques to strategic finance.\nFree enrollment details and schedule sent via email.\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 DetailsInstructorOverviewAdditional DetailsInstructor\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. \nOverview\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. \nAdditional Details\nWhat’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 boot camp for? \n\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-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:20220809T180000
DTEND;TZID=America/New_York:20220809T190000
DTSTAMP:20260722T210210
CREATED:20220110T215524Z
LAST-MODIFIED:20220111T181543Z
UID:71587-1660068000-1660071600@cfany.org
SUMMARY:CFA Society New York Book ClubNoise: A Flaw in Human Judgment
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: Noise: A Flaw in Human Judgment\nAuthor: Daniel Kahneman\, Olivier Sibony\, Cass R. Sunstein
URL:https://cfany.org/event/cfa-society-new-york-book-club-noise-a-flaw-in-human-judgment/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220810T170000
DTEND;TZID=America/New_York:20220810T183000
DTSTAMP:20260722T210210
CREATED:20220727T190943Z
LAST-MODIFIED:20220727T190943Z
UID:74133-1660150800-1660156200@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220810T170000
DTEND;TZID=America/New_York:20220810T183000
DTSTAMP:20260722T210210
CREATED:20220727T190003Z
LAST-MODIFIED:20220727T190003Z
UID:74131-1660150800-1660156200@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220810T180000
DTEND;TZID=America/New_York:20220810T193000
DTSTAMP:20260722T210210
CREATED:20220613T182338Z
LAST-MODIFIED:20220613T182338Z
UID:73681-1660154400-1660159800@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-40/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220815T180000
DTEND;TZID=America/New_York:20220815T193000
DTSTAMP:20260722T210210
CREATED:20220727T192300Z
LAST-MODIFIED:20220727T192300Z
UID:74135-1660586400-1660591800@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-19/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220816T130000
DTEND;TZID=America/New_York:20220816T170000
DTSTAMP:20260722T210210
CREATED:20220615T220138Z
LAST-MODIFIED:20220622T140621Z
UID:73728-1660654800-1660669200@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? \n\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-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:20220823T180000
DTEND;TZID=America/New_York:20220823T193000
DTSTAMP:20260722T210210
CREATED:20220727T193113Z
LAST-MODIFIED:20220817T160714Z
UID:74137-1661277600-1661283000@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-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220824T180000
DTEND;TZID=America/New_York:20220824T193000
DTSTAMP:20260722T210210
CREATED:20220613T182408Z
LAST-MODIFIED:20220613T182408Z
UID:73682-1661364000-1661369400@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-41/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220826T120000
DTEND;TZID=America/New_York:20220826T133000
DTSTAMP:20260722T210210
CREATED:20220823T145206Z
LAST-MODIFIED:20220823T193234Z
UID:74201-1661515200-1661520600@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/
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:20220827T090000
DTEND;TZID=America/New_York:20220828T170000
DTSTAMP:20260722T210210
CREATED:20220615T220907Z
LAST-MODIFIED:20220615T221043Z
UID:73730-1661590800-1661706000@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\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-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:20220907T180000
DTEND;TZID=America/New_York:20220907T193000
DTSTAMP:20260722T210210
CREATED:20220815T154416Z
LAST-MODIFIED:20220815T154416Z
UID:74162-1662573600-1662579000@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-42/
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:20220911T100000
DTEND;TZID=America/New_York:20220911T180000
DTSTAMP:20260722T210210
CREATED:20220608T171548Z
LAST-MODIFIED:20220608T171548Z
UID:73634-1662890400-1662919200@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 TablesOverviewThis 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.
URL:https://cfany.org/event/venture-capital-valuation-term-sheets-cap-tables-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:20220913T090000
DTEND;TZID=America/New_York:20220914T170000
DTSTAMP:20260722T210210
CREATED:20220615T222032Z
LAST-MODIFIED:20220615T222032Z
UID:73733-1663059600-1663174800@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\,039 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-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:20220913T173000
DTEND;TZID=America/New_York:20220913T190000
DTSTAMP:20260722T210210
CREATED:20220901T131005Z
LAST-MODIFIED:20220901T131005Z
UID:74492-1663090200-1663095600@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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220914T173000
DTEND;TZID=America/New_York:20220915T210000
DTSTAMP:20260722T210210
CREATED:20220721T191916Z
LAST-MODIFIED:20220913T191506Z
UID:74096-1663176600-1663275600@cfany.org
SUMMARY:Introduction to Business Analytics & Visualization with Power BI - Cognitir
DESCRIPTION:OverviewAs enterprises continue to gather and collect oceans of structured and unstructured data given extremely cheap data storage options\, there is a critical responsibility of business decision makers to draw intelligent insights from these vast data stores to create and sustain competitive edges. By working with business intelligence tools\, professionals are able to seamlessly slice and analyze data without having to invest enormous amounts of time learning programming languages such as Python and R to do such work. \nIn this two-day workshop participants will learn how to execute key business intelligence and visualization tasks via Microsoft’s Power BI software. Power BI is a software solution that Gartner’s Magic Quadrant has highlighted as a leader in analytics and business intelligence platforms for the last twelve years. \nStudents will gain experience importing business data into Microsoft Power BI\, exploring interactive data visualizations\, creating valuable dashboards and reports\, and using meaningful insights from Power BI to enhance decision-making. This course includes a hands-on project at the end to tie all course concepts together. \nAttendees must use a PC in this class. Power BI does not support Macs! Mac users can either install Parallels and run Power BI or set up a virtual machine in the cloud and install Power BI through the virtual machine. \nEarly Bird Rate\n$415 Members | $515 Nonmembers\nEarly Bird Rate expires August 31st \nCourse Curriculum×Course Curriculum\n\nIntroduction\n\nWalkthrough\nwhat is Microsoft Power BI?\nSuccess stories and use cases\nHow companies and individuals have used dashboards successfully to become more data-driven\nInitial Setup\nReview of popular resources for Power BI\n\n\nConnecting Data and Transforming Data in Power BI\n\nHow does Power BI connect to our data?\nHow might we clean and transform our data to prepare it for a dashboard?\nWhat is Power Query and how does it work?\nUpdating and modifying data loads\nCustomizing a table we’ve loaded\nCustomizing and adding columns to a table\n\n\nTable Relationships and Data Models\n\nIntroduction to the Relationships pane in Power BI\nHow does one establish relationships?\nCardinality of relationships\nFact and Dimension tables\nBasic schema types (data models) and normalization\n\n\nData Analysis with DAX and M \n\nM and Power Query\nDAX and the Data pane\nWhen to use M and when to use DAX\nCommon M transformations\nCommon DAX transformations\nMeasures\, filters\, and contexts\n\n\nData Visualization\n\nIntro to the Report pane\nTiles\, tabs\, and filters\nCommon visualizations and their use cases\nFormatting a visual\nSlicers and Interactions\nStyling and Accessibility\n\n\nSummative Project\, Exit Review\, and Next Steps\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nOverview of Business Analytics and Data Visualization\nProblem Solving Strategies\nEngaging Training Environment\nMicrosoft Power BI Fundamentals\nHands-On Experience\nSupport Beyond the Classroom\n\nWho Is This For \nThis course is relevant for professionals who want to learn how to use the world’s leading data analytics and business intelligence software to turn data into strategic assets.
URL:https://cfany.org/event/introduction-to-business-analytics-visualization-with-power-bi-cognitir/
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:20220919T170000
DTEND;TZID=America/New_York:20220919T183000
DTSTAMP:20260722T210210
CREATED:20220727T175100Z
LAST-MODIFIED:20220916T150920Z
UID:74122-1663606800-1663612200@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nGuest SpeakerNicole Koenigstein\, Data Science and Technology Lead\, impactvise\, Quantitative Research Consultant\, quantmate \nNicole Koenigstein is a Data Scientist & Quantitative Researcher currently working as Data Science and Technology Lead at impactvise\, an ESG analytics company\, and Technology and Quantitative Research Consultant at quantmate\, an innovative FinTech startup that leverages alternative data as part of its predictive modeling strategy. She is the author of Mathematics for Machine Learning with NLP and Python.
URL:https://cfany.org/event/quantitative-investing-group-meeting-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220921T180000
DTEND;TZID=America/New_York:20220921T193000
DTSTAMP:20260722T210210
CREATED:20220815T160122Z
LAST-MODIFIED:20220815T160122Z
UID:74163-1663783200-1663788600@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-43/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220928T173000
DTEND;TZID=America/New_York:20220929T210000
DTSTAMP:20260722T210210
CREATED:20220721T190751Z
LAST-MODIFIED:20220722T172645Z
UID:74093-1664386200-1664485200@cfany.org
SUMMARY:Intro to Python for Business & Finance – Cognitir
DESCRIPTION:OverviewA two-day virtual conference\, Presented by Cognitir. \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nEarly Bird Rate\n$415 Members | $515 Nonmembers\nEarly Bird Rate expires September 14th \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/intro-to-python-for-business-finance-cognitir-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:20221005T180000
DTEND;TZID=America/New_York:20221005T193000
DTSTAMP:20260722T210210
CREATED:20220815T160601Z
LAST-MODIFIED:20220815T160601Z
UID:74164-1664992800-1664998200@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-44/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221011T120000
DTEND;TZID=America/New_York:20221011T130000
DTSTAMP:20260722T210210
CREATED:20221004T220844Z
LAST-MODIFIED:20221004T220844Z
UID:74852-1665489600-1665493200@cfany.org
SUMMARY:Centennial Speaker Series: Bob Pisani on Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nBob Pisani has spent the past 25 years working on the floor of the New York Stock Exchange. He has been on the front line of finance for all the major events of the last quarter-century\, including the Asian Financial Crisis\, the dot-com bubble and collapse\, 9/11\, and the Great Financial Crisis. What was it like to witness these events firsthand\, at the center of the financial world? \nIn Shut Up and Keep Talking\, Pisani tells captivating stories that reveal what he has learned about life and investing. These include encounters with a host of stars\, world leaders\, and CEOs\, including Fidel Castro\, Robert Downey Jr.\, Walter Cronkite\, Aretha Franklin\, Barry Manilow\, Jack Ma\, Joey Ramone\, and many more. \nPisani describes how the investment world has changed: brokers shouting on the floor of the NYSE; fully electronic trading; investment sages and superstars picking stocks for exorbitant fees; the phenomenal rise of low-cost index funds that are saving investors millions; the belief that investors make rational decisions; and the new age of behavioral finance\, which recognizes the often-irrational nature of human decision-making and seeks to understand its role in the stock market. Pisani also considers what really moves stocks up and down and tackles the big questions: Why is stock-picking so hard? Why is the future so unknowable? \nAt this program\, Bob will be interviewed by “WealthTrack” Executive Producer and Managing Editor Consuelo Mack. \nAgenda12:00 PM | WELCOME REMARKS \nJames Kelly\, Director\, Gabelli Center for Global Security Analysis \n\n12:03 PM | SPEAKER INTRODUCTION \nDavid Cowen\, president and CEO\, Museum of American Finance \n\n12:08  PM | PRESENTATION \nBob Pisani\, Senior Markets Correspondent\, CNBC \n\n12:45  PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \nDavid Cowen\, president and CEO\, Museum of American Finance \nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-bob-pisani-on-shut-up-and-keep-talking-lessons-on-life-and-investing-from-the-floor-of-the-new-york-stock-exchange/
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:20221018T120000
DTEND;TZID=America/New_York:20221018T130000
DTSTAMP:20260722T210210
CREATED:20221004T220916Z
LAST-MODIFIED:20221004T220916Z
UID:74853-1666094400-1666098000@cfany.org
SUMMARY:Centennial Speaker Series: Derek Lidow on The Entrepreneurs: The Relentless Quest for Value
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nEntrepreneurs are among the primary shapers of our culture\, yet their role in driving progress and influencing society has often been overlooked. As far back as we can trace human history\, there have been entrepreneurs. Almost five millennia ago\, copper tool manufacturers set up a factory in what today is southwest Spain\, profiting for hundreds of years from trade around the Mediterranean. Papyri document the diverse investments of an ancient Egyptian businessman\, from grain-yielding land to flax for linen cloth. What do these figures have in common with renowned modern entrepreneurs\, and how do their similarities help us achieve a deeper understanding of entrepreneurship\, as well as the potential for a healthier\, wealthier\, and more equitable and sustainable future? \nDerek Lidow delves into the deep history of innovation to deliver essential new insights into how entrepreneurs create value and bring about change. Telling the captivating stories of people from many different cultures over thousands of years\, he shows how entrepreneurs transform the world through relentless innovation. Lidow demonstrates that far from being heroic lone individuals\, they copy and then add to the inventions of others. The cumulative innovations of swarms of entrepreneurs expand the scale\, scope\, and range of products and services. Lidow emphasizes how entrepreneurship can harm society as well as benefit it\, and he underscores ways to mitigate its harmful side and harness its positive effects. By highlighting the fundamental qualities of innovation\, this book provides an indispensable new perspective on how it is shaping our present and future. \nAgenda12:00 PM | WELCOME REMARKS \nJames Kelly\, Director\, Gabelli Center for Global Security Analysis \n\n12:03 PM | SPEAKER INTRODUCTION \nDavid Cowen\, president and CEO\, Museum of American Finance \n\n12:08  PM | PRESENTATION \nDerek Lidow\,  Professor of the practice at the Keller Center for Innovation in Engineering Education\, Princeton University \n\n12:45  PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \nDavid Cowen\, president and CEO\, Museum of American Finance \nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-derek-lidow-on-the-entrepreneurs-the-relentless-quest-for-value/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
END:VCALENDAR