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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200702T130000
DTEND;TZID=America/New_York:20200702T143000
DTSTAMP:20260714T234047
CREATED:20200624T204729Z
LAST-MODIFIED:20200626T034056Z
UID:61644-1593694800-1593700200@cfany.org
SUMMARY:Race and Inclusion Now: An Investment Industry Call to Action
DESCRIPTION:OverviewA virtual event\, presented by CFA Institute \nJoin the conversation and prepare to contribute\, learn\, and venture outside your comfort zone. \nCFA Institute presents a special online panel discussion that brings together two investment industry leaders — each of which have clear goals on race and inclusion for our industry — and an identity and diversity scholar and researcher who is an expert on how organizations can foster positive relationships across differences. What should our actions be to confront racism in the investment industry? As responsible investment professionals\, what steps can we take as individuals? What commitment to racial inclusion should we expect from our organizations? \nFeaturingMachel Allen\, CFA\nFounder\, Chief Investment Officer\, Metis Global Partners \n\nStephanie Creary\nAssistant Professor of Management\, Wharton School\, University of Pennsylvania \n\nJohn W. Rogers\, Jr.\nFounder\, Chairman\, Co-Chief Executive Officer\, Chief Investment Officer\, Ariel Investments \n\nLauren Foster\nContent Director\, Professional Learning Team\, CFA Institute \nAdditional DetailsLearning Outcomes \n\nWhy Diversity Is More Critical Than Ever with Machel Allen\, CFA\n“How To” Resources from Stephanie J. Creary\nBarron’s interview with John W. Rogers\, Jr.\nHow to Begin Talking About Race in the Workplace\nBridging the Divide: Thoughts on Diversity and Race with Michele Norris
URL:https://cfany.org/event/cfa-institute-virtual-race-and-inclusion-now-an-investment-industry-call-to-action/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200706T100000
DTEND;TZID=America/New_York:20200706T110000
DTSTAMP:20260714T234047
CREATED:20200427T214645Z
LAST-MODIFIED:20200619T161346Z
UID:60117-1594029600-1594033200@cfany.org
SUMMARY:What Can Stressed Public Funds Learn from this Asset Owner?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJeff Houston of the UK’s Local Government Pension Scheme (LGPS)  will share his experience of living through a massive rebalancing. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda10:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nM. Nicolas J. Firzli\, Director-General\, World Pensions Council \n\n\nInterviewee\nJeff Houston\, Head of Pensions at Local Government Association (UK) and Secretary to the Board of Local Government Pension Scheme (LGPS) Advisory Board \n\n\n10:45 AM | Q&A FROM AUDIENCE \n\n11:00 AM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nPension Shortfall Management\nAsset Allocation
URL:https://cfany.org/event/what-can-stressed-public-funds-learn-from-this-asset-owner/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200707T120000
DTEND;TZID=America/New_York:20200707T130000
DTSTAMP:20260714T234047
CREATED:20200624T070710Z
LAST-MODIFIED:20200624T073048Z
UID:61604-1594123200-1594126800@cfany.org
SUMMARY:William Magnuson on Blockchain Democracy: Technology\, Law and the Rule of the Crowd
DESCRIPTION:OverviewIn Blockchain Democracy\, William Magnuson explores the world of blockchain and bitcoin\, from their origins in the online scribblings of a shadowy figure named Satoshi Nakamoto\, to their furious rise and dramatic crash in the 2010s\, to their ignominious connections to the dark web and online crime. Magnuson argues that blockchain’s popularity stands as a testament both to the depth of distrust of government today\, and also to the fervent and undying belief that technology and the world of cyberspace can provide an answer. He demonstrates how blockchain’s failings provide broader lessons about what happens when technology runs up against the stubborn realities of law\, markets\, and human nature. This book should be read by anyone interested in understanding how technology is changing our democracy\, and how democracy is changing our technology. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nDavid Cowen\, President/CEO\, Museum of American Finance \n\n\n12:08 PM | PRESENTER \n\nWilliam Magnuson\, Associate Professor of Law at Texas A&M University \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nDavid Cowen\, President/CEO\, Museum of American Finance \n\nHosted by
URL:https://cfany.org/event/william-magnuson-on-blockchain-democracy-technology-law-and-the-rule-of-the-crowd/
LOCATION:Virtual Only
CATEGORIES:Group Meeting,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200713T120000
DTEND;TZID=America/New_York:20200713T130000
DTSTAMP:20260714T234047
CREATED:20200622T145428Z
LAST-MODIFIED:20200710T223735Z
UID:61507-1594641600-1594645200@cfany.org
SUMMARY:Spotlight on Mexico's Public and Private Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear insights into the local markets and macro factors affecting them from one of the country’s largest asset owners. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nIvonne Cuello\, CEO\, LAVCA \n\n\nInterviewees\nJuan Manuel Veron\, CFA\, Chief Investment Officer\, Principal Financial Group \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nPrivate Market in Latin America\nDue Diligence
URL:https://cfany.org/event/spotlight-mexico-public-private-markets/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200714T143000
DTEND;TZID=America/New_York:20200714T153000
DTSTAMP:20260714T234047
CREATED:20200624T210916Z
LAST-MODIFIED:20200626T032018Z
UID:61654-1594737000-1594740600@cfany.org
SUMMARY:[CFA Society Chicago] Investment Trends Through a Diverse Lens
DESCRIPTION:OverviewMoving Forward: Creating a More Equitable and Inclusive Environment    \nPlease note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event \nThis event was originally planned for March in honor of Women’s History Month\, and then the world\, as we knew it\, changed. The discussion of gender diversity in financial services remains critical\, however the Coronavirus and global protests seeking racial equity have put an equally urgent focus on thinking beyond gender to create a diverse and inclusive workforce.  \nIn this webinar session we will hear from a panel of leaders who will discuss the potential implications for each of us as we move beyond quarantine but still face health concerns and struggle with how to create a more equitable and inclusive environment for employees and clients. The conversation will include the discussion topics below\, and attendees will have the opportunity to participate in interactive polling and Q&A with the panelists.    \n\nSpeakers\nLaura Gregg\, Director of Practice Management and Advisor Research\, FlexShares Exchange Traded Funds\, Northern Trust \nLaurie P. Barry\, CFP\, Senior Vice President – Wealth Management\, UBS \nConnie L. Lindsey\, Executive Vice President\, Head of Corporate Social Responsibility\, Northern Trust \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 \nAdditional DetailsLearning Outcomes \n\nIs this a moment or is this the start of a movement that (finally) drives the financial industry to diversity?\nHave client expectations of wealth managers changed as it relates to gender and racial diversity\, equity and inclusion?\nWill the remote work structure become normalized and what are the related benefits and drawbacks?\nHow does each of us – no matter our level in our respective organizations – become an agent of change?
URL:https://cfany.org/event/cfa-society-chicago-webinar-investment-trends-through-a-diverse-lens/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200715
DTEND;VALUE=DATE:20200718
DTSTAMP:20260714T234047
CREATED:20200518T180546Z
LAST-MODIFIED:20210324T204754Z
UID:60653-1594771200-1595030399@cfany.org
SUMMARY:Financial and 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. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 8AM – 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\nCloseAdditional DetailsWho 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\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.Schedule\nVirtual training runs daily from 8am 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. \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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-jul15/
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:20200715T140000
DTEND;TZID=America/New_York:20200715T150000
DTSTAMP:20260714T234047
CREATED:20200623T081330Z
LAST-MODIFIED:20200709T162329Z
UID:61527-1594821600-1594825200@cfany.org
SUMMARY:Midyear Outlook: Hedging Risks — Not Returns — in the COVID Era
DESCRIPTION:OverviewEvent sponsored by World Gold Council \nThe market and monetary policy response to COVID-19 is reshaping asset allocation strategy. Join us for an in-depth look at key challenges and opportunities for the remainder of 2020\, including: \n\nThe impact of a V-shaped recovery compared to a U- or W-shaped recovery\nUntapped opportunities by asset class\, sector\, and region\nLong-term economic risks stemming from near-term solutions\n\nDo not miss this timely discussion around how asset allocators can mitigate risk\, drive growth\, and manage liquidity in a complex and unpredictable COVID-19 environment. \nAgendaPANEL DISCUSSION \n\nModerator \nLeo Schmidt\, CFA\, Chief Investment Officer\, River Eddy Capital Management \nPanelists \nJuan Carlos Artigas\, Head of Research\, World Gold Council \nMatthew Forester\, Chief Investment Officer\, Lockwood\, BNY Mellon | Pershing \n\n\nQ&A \nAdditional DetailsLearning Outcomes \n\nThe impact of a V-shaped recovery compared to a U- or W-shaped recovery\nUntapped opportunities by asset class\, sector\, and region\nLong-term economic risks stemming from near-term solutions\n\nSponsored by
URL:https://cfany.org/event/mid-year-outlook-hedging-risks-not-returns-in-the-covid-era/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sponsored Event*,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200720T100000
DTEND;TZID=America/New_York:20200720T110000
DTSTAMP:20260714T234047
CREATED:20200427T220550Z
LAST-MODIFIED:20200622T144855Z
UID:60124-1595239200-1595242800@cfany.org
SUMMARY:What's Next for the Nordics?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nTorbjörn Hamnmark\, AP3\, will share his view of the next allocation and manager selection changes for AP3. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda10:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n10:05 AM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nM. Nicolas J. Firzli\, Director-General\, World Pensions Council \n\n\nInterviewee\nTorbjörn Hamnmark\, Head of Strategic Asset Allocation\, AP3 (Tredje AP-fonden/Third Swedish National Pension Fund) \n\n\n10:45 AM | Q&A FROM AUDIENCE \n\n11:00 AM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nESG Strategies\nAllocation to alternatives\nLower for longer – and managing it
URL:https://cfany.org/event/whats-next-for-the-nordics/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200721T123000
DTEND;TZID=America/New_York:20200721T133000
DTSTAMP:20260714T234047
CREATED:20200624T212358Z
LAST-MODIFIED:20200626T035417Z
UID:61657-1595334600-1595338200@cfany.org
SUMMARY:[CFA Society Boston Webinar] Recent Market Tumult & The Prognosis For Value
DESCRIPTION:OverviewRob Arnott\, founder and chairman of Research Affiliates\, will offer his perspective on the impact of the COVID based economic shutdown and market tumult\, and will explore implications for the value investor and for asset allocation. He will also provide some high-level takeaways from Research Affiliates’ recent research on the future of value investing as well as the behavior of value over the last six recessions and recoveries. He will conclude with\nQ&A. \nFeaturingRob Arnott\, Partner\, Chairman of the Board\, Research Affiliates\, LLC \n\nJohn West\, CFA\, PartnerExecutive Office\, Research Affiliates\, LLC \n\nAdditional DetailsLearning Outcomes \n\nImpact of the COVID-based economic shutdown and market tumult\nImplications for the value investor and for asset allocation\nFuture of value investing\nBehavior of value over the last six recessions and recoveries
URL:https://cfany.org/event/cfa-society-boston-webinar-recent-market-tumult-the-prognosis-for-value/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200722T140000
DTEND;TZID=America/New_York:20200722T150000
DTSTAMP:20260714T234047
CREATED:20200713T182838Z
LAST-MODIFIED:20200713T183341Z
UID:61971-1595426400-1595430000@cfany.org
SUMMARY:[CAIA Association Webinar] Is the Allure of Private Equity a Mirage?
DESCRIPTION:OverviewDoes the illiquidity premium really exist after fees?  \nCan the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities?  \nJoin Gregory Brown\, Executive Director of the Kenan Institute of Private Enterprise at the University of North Carolina\, and John Bowman\, CFA\, Senior Managing Director of the CAIA Association as they co-host a panel of experts that have wrestled and opined on this complex set of questions. \n(Co-hosted by Institute for Private Capital at the UNC Keenan Flagler Business School) \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 \nAdditional DetailsLearning Outcomes \n\nDoes the illiquidity premium really exist after fees?\nCan the efficient frontier really be expanded through private capital?\nCan the same behavior be captured through highly indebted publicly traded small cap equities?
URL:https://cfany.org/event/caia-association-webinar-is-the-allure-of-private-equity-a-mirage/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200727T120000
DTEND;TZID=America/New_York:20200727T130000
DTSTAMP:20260714T234047
CREATED:20200504T174455Z
LAST-MODIFIED:20200724T162524Z
UID:60306-1595851200-1595854800@cfany.org
SUMMARY:What’s on the Mind of One of the Systems within the Largest Municipal Pension Fund in the US?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nAntonio Rodriguez\, CFA\, Director of Investment Strategy at the NYC Board of Education Retirement System will share the latest thinking from the largest local public pension plan. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW & DISCUSSION \n\nInterviewer\nHank Kim\, Executive Director & Counsel\, National Conference on Public Employee Retirement Systems  \n\n\nInterviewee\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  CLOSING REMARKS \n\nSammy Suzuki\, CFA\, Portfolio Manager\, Strategic Core Equities\, AllianceBernstein; Board Member\, CFA Society New York \n\nTopics\nAsset Allocation\n Long Term Liabilities Planning\nManager selection
URL:https://cfany.org/event/whats-on-the-mind-of-one-of-the-systems-within-the-largest-municipal-pension-fund-in-the-us/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200728T120000
DTEND;TZID=America/New_York:20200728T130000
DTSTAMP:20260714T234047
CREATED:20200715T154640Z
LAST-MODIFIED:20200716T170056Z
UID:62004-1595937600-1595941200@cfany.org
SUMMARY:Responsible Business in a Time of Crisis
DESCRIPTION:OverviewThe COVID-19 pandemic has seen some inspired corporate responses\, such as Unilever donating €100 million of food and sanitizer\, and guaranteeing the jobs of all 150\,000 workers including contractors. But what if you’re a small business without millions to donate? Or in an unrelated industry without relevant products to give? This talk will discuss what it means to be a responsible business\, for companies of all sizes and in all industries. It will also explain the business case for responsibility in normal times as well as in times of crisis\, and how companies can ensure that responsibility is consistent with long-term shareholder value. \nOur speaker\, Alex Edmans\, professor of finance\, London Business School\, will draw on rigorous academic research\, real-world examples\, and his new book\, Grow the Pie: How Great Companies Deliver Both Purpose and Profit\, which headed the list of the Financial Times “Business Books of the Month” for March 2020 and was named to the FT’s “Summer Reads of 2020.” \n\n50 copies of Grow the Pie will be raffled off to webinar attendees. \n\nAgenda12:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business\, Fordham University \n\n\n12:05 PM | DISCUSSION \n\nAlex Edmans\, Professor of Finance\, London Business School \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \nHosted by
URL:https://cfany.org/event/responsible-business-in-a-time-of-crisis/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200728T130000
DTEND;TZID=America/New_York:20200728T143000
DTSTAMP:20260714T234047
CREATED:20200629T161437Z
LAST-MODIFIED:20200723T031828Z
UID:61788-1595941200-1595946600@cfany.org
SUMMARY:Market Data & Research: Understanding the Business Engine Powering the Investment Industry
DESCRIPTION:OverviewJoin us for an exclusive\, moderated panel discussion featuring some of the foremost experts on all things current within the market data and research space. Our panelists will explore the ins and outs of the market-data vendor landscape\, covering everything you wanted to know about the market data powering the industry but never asked. \nFrom recent M&A developments\, changes to product offerings\, and a transforming competitive landscape\, the industry is evolving and showing no signs of slowing down. \nTogether—as presented by CFA Society New York’s Business Management Group—our diverse slate of speakers will shed light on their own respective experiences working alongside market-data vendors. Attendees will be afforded with context and knowledge—and some seldom-shared lessons about the space—to facilitate the future execution of several tried-and-true strategies themselves. \nAgenda1:00 PM | WELCOMING REMARKS \n\nChristopher Flens-Batina\, Relationship Banker\, Capital One Bank \n\n\n1:05 PM | PANEL DISCUSSION \n\nModerator \nHema Parmar\, Hedge Fund Reporter\, Bloomberg \nPanelists \nOliver Faltin-Trager\, Portfolio Manager\, Emso Asset Management \nJeremi Roux\, JD\, CFA\, General Counsel & Chief Compliance Officer\, Hamlin Capital Management\, LLC \nPhilip J. Taylor\, CFA\, Chief Analytics Officer\, FinMason \nJosh Webman\, Co-President\, Chief Operating Officer\, Concertiv \n\n\n2:10 PM | Q&A \n\n2:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAlton Crooks\, CFA\,Managing Director\, Fidelis Capital LLC. \n\nAdditional DetailsLearning Outcomes \n\nExchange of views\n\nContemporaneous with current market data vendor landscape \nFocus on potential market data industry changes\nThought leadership by practitioners
URL:https://cfany.org/event/the-business-of-market-data/
LOCATION:Virtual Only
CATEGORIES:Business Management,Conference / Seminar,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200729
DTEND;VALUE=DATE:20200731
DTSTAMP:20260714T234047
CREATED:20200518T182104Z
LAST-MODIFIED:20210324T204753Z
UID:60657-1595980800-1596153599@cfany.org
SUMMARY:Bank (FIG) Industry Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, this intensive course is designed to equip FIG-focused investment bankers\, equity research analysts\, and bank industry corporate finance professionals with the practical financial skillset they need on the job.  \nWhat You’ll LearnIn this course\, participants focus exclusively on financials and build a complete banking model\, as well as a DCF and comparables valuation. \nTaught by experienced FIG industry professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions. \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\nBank (FIG) Modeling\nCommercial banks and the regulatory framework \n\nOverview & paradigms of the banking system & regulation\nUnderstanding the role of credit rating agencies\nBasle II compliance and its effect on bank regulation and the three pillars\nBank’s Internal rating systems\nCalculating risk weighted assets\nCalculating tier one and tier two capital\nDouble leverage as a workaround\n\nBuilding a financial institution forecast model \n\nRetail banking\nConsumer lending and credit cards\nCommercial banking\nInvestment banking\nAsset / wealth management\n\nModel clean-up \n\nBalancing the model and checking for accuracy\nError-proofing techniques & sensitivity analysis\nRatio analysis\n\nChallenges in bank valuation \n\nDebt service and income as operating or financing expense\nRegulatory constraints on reinvestment and implications on growth\nChallenges to the traditional firm valuation approach\, and the calculation of levered vs. unlevered free cash flows\nAlternative approaches to valuation: Dividend discount models (DDM)\, Excess return valuation\, Comparables and appropriateness of price / book (PB) ratios\n\nBuilding a bank valuation model \n\nLearn how to build a residual income valuation model based on the projection derived in the balance sheet and income statement projection model.\n\nProjecting cash flows\nCalculating the cost of equity\nOther issues in valuation\nIncorporating regulatory constraints on the valuation\nRegulatory capital ratio and calculating minimum capital adequacy\n\n\n\nCloseAdditional DetailsWho 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
URL:https://cfany.org/event/bank-fig-industry-modeling-boot-camp/
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:20200729T110000
DTEND;TZID=America/New_York:20200729T120000
DTSTAMP:20260714T234047
CREATED:20200624T201514Z
LAST-MODIFIED:20200626T040605Z
UID:61642-1596020400-1596024000@cfany.org
SUMMARY:[CFA Institute Webinar] The Global Search for Alpha: All Roads Lead to Emerging Markets
DESCRIPTION:Overview\nIn this webinar\, investor Mark Yusko will lead a whirlwind tour around the globe\, pursuing undervalued assets and opportunities for capitalizing on innovation. \n\nEmerging market economies have been hit by pandemic-related lockdowns\, capital outflows\, reduced demand for exports\, a commodity price shock\, and the global disruption of supply chains. Policy makers have responded with aggressive approaches and new tools; signs that these programs are effective suggest that emerging market economies could be more resilient than their developed counterparts burdened with higher debt levels\, aging demographics\, and deflationary pressures. \nYusko will discuss places where investors will not just survive\, but thrive in a post-pandemic world — all roads lead to emerging markets when searching for alpha in the New Abnormal. \n\nPresenters  \nMark Yusko\, Founder\, Chief Executive Officer\, Chief Investment Officer\, Morgan Creek Capital Management \nChris Cannon\, CFA\, Partner\, Chief Investment Officer\, Chair of the Investment Committee\, FirsTrust
URL:https://cfany.org/event/cfa-institute-webinar-the-global-search-for-alpha-all-roads-lead-to-emerging-markets/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200730T120000
DTEND;TZID=America/New_York:20200730T130000
DTSTAMP:20260714T234047
CREATED:20200715T165514Z
LAST-MODIFIED:20200715T193805Z
UID:62009-1596110400-1596114000@cfany.org
SUMMARY:The Money Hackers: How a Group of Misfits Took on Wall Street and Changed Finance Forever
DESCRIPTION:OverviewThe Centennial Speaker Series presents a moderated conversation with Dan Simon\, author of The Money Hackers: How a Group of Misfits Took on Wall Street and Changed Finance Forever. Dan will discuss “Innovation in Crisis” in a conversation with Museum of American Finance president David Cowen. \nThe first 100 attendees to login to the webinar will receive a free e-book\nof Money Hackers. \nAgenda12:00 PM | WELCOMING REMARKS \n\nJames Kelly\, Director\, Gabelli Center for Global Security Analysis\, Fordham University \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nDavid Cowen\, President and CEO\, Museum of American Finance \n\n\n12:08 PM | DISCUSSION \n\nDaniel P. Simon\, Author\, The Money Hackers: How a Group of Misfits Took on Wall Street and Changed Finance Forever \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nDavid Cowen\, President and CEO\, Museum of American Finance \n\nHosted by
URL:https://cfany.org/event/the-money-hackers-how-a-group-of-misfits-took-on-wall-street-and-changed-finance-forever/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200803T180000
DTEND;TZID=America/New_York:20200803T184500
DTSTAMP:20260714T234047
CREATED:20200508T211502Z
LAST-MODIFIED:20200730T174342Z
UID:60437-1596477600-1596480300@cfany.org
SUMMARY:Private and Co-Investment Risks and Opportunities
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from senior private banking executive Itay Blasenheim\, Global Head of Direct Private Investments\, Citi Private Bank\, about where private market valuations make sense\, and where they don’t. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nThomas Collimore\, CFA\, Head of Institutional Relationships\, CFA Institute \n\n\nInterviewee\nItay Blasenheim\, Global Head of Direct Private Investments\, Citi Private Bank \n\n\n6:30 PM | Q&A FROM AUDIENCE \n\n6:45 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nPrivate equity due diligence\nPrivate investment strategy\nCo-investment risks
URL:https://cfany.org/event/private-and-co-investment-risks-and-opportunities/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200804T173000
DTEND;TZID=America/New_York:20200805T210000
DTSTAMP:20260714T234047
CREATED:20200423T211042Z
LAST-MODIFIED:20200716T211447Z
UID:60020-1596562200-1596661200@cfany.org
SUMMARY:Introduction to Python
DESCRIPTION:OverviewA two-day virtual conference\, hosted by CFA Society New York & CFA Society Boston. \nPresented 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 . \nStandard Rate\n$519 Members | $623 Nonmembers \nCourse Curriculum×Course CurriculumIntroduction \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 SummaryCloseCourse 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 DetailsLearning Outcomes Statement \n\nWhat This Course Offers\n\n\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\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/introduction-to-python/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200805
DTEND;VALUE=DATE:20200808
DTSTAMP:20260714T234047
CREATED:20200530T211334Z
LAST-MODIFIED:20210324T204752Z
UID:60998-1596585600-1596844799@cfany.org
SUMMARY:Financial and 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. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\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\nCloseAdditional DetailsWho 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\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.ScheduleVirtual 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.What'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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200810T180000
DTEND;TZID=America/New_York:20200810T190000
DTSTAMP:20260714T234047
CREATED:20200512T201942Z
LAST-MODIFIED:20200810T165631Z
UID:60538-1597082400-1597086000@cfany.org
SUMMARY:How is the World Bank Managing Assets Amid the Crisis?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from Tapiwa Sikipa\, Senior Portfolio Manager in the World Bank Treasury\, about how they are handling the current crisis. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nAriel Fromer Babcock\, CFA\, Managing Director\, FCLTGlobal  \n\n\nInterviewees\nTapiwa Sikipa\, Senior Portfolio Manager\, World Bank Treasury \nHeike Reichelt\, Head\, Investor Relations and Sustainable Finance\, Capital Markets and Investment\, World Bank Treasury \n\n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\n Kevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager search and selection\nBeneficiary benefits
URL:https://cfany.org/event/how-is-the-world-bank-managing-assets-amid-the-crisis/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200812
DTEND;VALUE=DATE:20200815
DTSTAMP:20260714T234047
CREATED:20200608T144216Z
LAST-MODIFIED:20210324T204751Z
UID:61142-1597190400-1597449599@cfany.org
SUMMARY:Financial and 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. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 10AM – 6PM 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\nCloseAdditional DetailsWho 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\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.Schedule\nVirtual training runs daily from 10am to 6pm. 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. \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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-aug12/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200812T110000
DTEND;TZID=America/New_York:20200812T120000
DTSTAMP:20260714T234047
CREATED:20200720T220831Z
LAST-MODIFIED:20200807T212257Z
UID:62069-1597230000-1597233600@cfany.org
SUMMARY:Sustainability-Linked Bonds: A Pathway to a Lower Carbon Economy
DESCRIPTION:OverviewSince the first sustainability-linked bond was issued by Italian energy company ENEL in September 2019\, sustainability bonds and/or loan facilities have gained traction and more issuances are expected in the future. Green bonds—or social bonds—are issued for the specific purpose of funding or financing particular environmental or sustainable projects. In a departure from the established “use of proceeds” model for green\, social and sustainable bonds\, sustainability-linked bond proceeds are not earmarked for specific projects. Rather the pricing of the bond or loan facility is linked to certain sustainability targets evidencing the issuer’s commitment to a more sustainable future for its business and potentially helping companies make a gradual shift away from fossil fuels. For example\, if environmental and sustainability targets such as reducing food waste or cutting carbon emissions are met\, a decrease in the interest rate on the financing may follow\, or if the targets are not met\, the interest rate may ratchet up. In the Enel transaction\, if ENEL fails to hit its target of increasing its renewable power generation from 45.9% at the time of issuance to 55% by the end of 2021\, it would have to pay a 25 bps coupon step-up. Sustainability-linked financings\, can also be a useful tool to encourage brown industries to shift to sustainable practices given the pressing need to address climate change\, while maintaining accountability and demonstrating clear impact. Even as new issues are gaining traction\, the efficacy of sustainability-linked bonds is still being debated and there are concerns that these might be suppressing green bond issuances and leading to greenwashing. Against this backdrop\, on June 9\, 2020 a working group of the International Capital Markets Association (ICMA) released the Sustainability-Linked Bond Principles that offers issuers and investors a set of best practices and guidelines when issuing sustainability-linked bonds. \nAgenda11:00 AM | WELCOMING REMARKS \n\nHenry Shilling\, Founder and Director of Research\, Sustainable Research and Analysis LLC \n\n\n11:05 AM | PANEL DISCUSSION \n\nModerator \nJoshua Linder\, CFA\, Credit Analyst\, APG Asset Management \n\nPanelists \nAlessia Falsarone\, SASB FSA\, Managing Director\, Head of Sustainable Investing\, Sr. Portfolio and Risk Strategist\, PineBridge Investments \nMarilyn P. Ceci\, Managing Director and Global Head of ESG Debt Capital Markets; Head of Green Bonds\, J.P. Morgan Corporate & Investment Bank \nVishal Khanduja\, CFA\, Director of Investment Grade Fixed-Income Portfolio Management and Trading\, Eaton Vance Management \n\n\n11:45 AM | Q&A \n\n12:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nHenry Shilling\, Founder and Director of Research\, Sustainable Research and Analysis LLC \n\nAdditional DetailsLearning Outcomes \n\nLearn about the nature of sustainability-linked bonds and their structure.\nLearn about the role of sustainability-linked bonds in the transition to a low carbon economy; how these fit into sustainable investing.\nUnderstand who invests in these bonds and their considerations are.\nGain insights into how these bonds are priced and how they have been performing.
URL:https://cfany.org/event/transitional-bonds-a-pathway-to-a-lower-carbon-economy/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200813T140000
DTEND;TZID=America/New_York:20200813T150000
DTSTAMP:20260714T234047
CREATED:20200727T203610Z
LAST-MODIFIED:20200727T204200Z
UID:62126-1597327200-1597330800@cfany.org
SUMMARY:Building a Diverse Talent Pipeline: Prepare\, Recruit\, Promote\, and Retain Equally
DESCRIPTION:OverviewHosted by CFA Institute\,  CFA Society Colorado and Women in Public Finance \nJoin us for a conversation with leading women in the financial services industry that will be equally relevant for students and employers. \nExplore ways for students to take early ownership of their careers\, learn about the variety of career paths available\, and understand the value of working in finance. We will also discuss how organizations can frame their student outreach to attract those who have yet to learn about the options available in finance. \nFeaturingElizabeth Funk\, Managing Director\, Debt Capital Markets\, Hilltop Securities \n\nSamantha T. Grant\, CFA\, Consultant\, Marquette Associates \n\nAmy C. McGarrity\, CFA\, ​Chief Investment Officer\, Public Employees’ Retirement Association of Colorado (Colorado PERA) \nAdditional DetailsLearning Outcome Statements \n\nHow do we foster inclusion and diversity in our industry?\nWhat can we do to create the next generation of diverse finance professionals?\nWhat strategies and tactics can prepare candidates for recruitment\, promotion\, and a successful career?
URL:https://cfany.org/event/building-a-diverse-talent-pipeline-prepare-recruit-promote-and-retain-equally/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200817T180000
DTEND;TZID=America/New_York:20200817T190000
DTSTAMP:20260714T234047
CREATED:20200706T141800Z
LAST-MODIFIED:20200813T165504Z
UID:61881-1597687200-1597690800@cfany.org
SUMMARY:Where One Sovereign Fund is Allocating to Alternatives
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nThe CIO of Alaska Permanent\, Marcus Frampton\, CFA\, shares the values he is finding in the alternatives space. He will be interviewed by CAIA’s Bill Kelly. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nWilliam (Bill) J. Kelly\, Chief Executive Officer\, CAIA Association \n\n\nInterviewee\nMarcus Frampton\, CFA\, CAIA\, FRM\, Chief Investment Officer\, Alaska Permanent Fund \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nPrivate equity due diligence\nPrivate investment strategy\nCo-investment risks
URL:https://cfany.org/event/where-one-sov-fund-allocating-alternatives/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200819
DTEND;VALUE=DATE:20200822
DTSTAMP:20260714T234047
CREATED:20200626T190715Z
LAST-MODIFIED:20210324T204751Z
UID:61741-1597795200-1598054399@cfany.org
SUMMARY:Financial and 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. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 10AM – 6PM 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\nCloseAdditional DetailsWho 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\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.Schedule\nVirtual training runs daily from 8am 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. \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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-aug19/
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:20200824T083000
DTEND;TZID=America/New_York:20200824T093000
DTSTAMP:20260714T234047
CREATED:20200708T160734Z
LAST-MODIFIED:20200813T172446Z
UID:61923-1598257800-1598261400@cfany.org
SUMMARY:How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nDynastic family wealth requires an exceptionally long term view. Hear from one Indian family that takes a very long term view of the local markets and macro trends. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda8:30 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n8:35 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nPravin Raveendran\, CEO\, AssetOwner.CO \n\n\nInterviewee\nNitai Utkarsh\, Lead – Investment Strategy & Chairman’s Family Office\, Hero MotoCorp\, Ltd. \n\n\n9:15 AM | Q&A FROM AUDIENCE \n\n9:30 AM |  CLOSING REMARKS \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nInsights on Asset Allocation for Wealthy Families\nInsights on Concentrated Asset Diversification
URL:https://cfany.org/event/how-one-of-indidas-wealthiest-fams-views-local-markets-longterm/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200826T120000
DTEND;TZID=America/New_York:20200828T200000
DTSTAMP:20260714T234047
CREATED:20200511T143329Z
LAST-MODIFIED:20210324T204754Z
UID:60457-1598443200-1598644800@cfany.org
SUMMARY:Financial and 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. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 12PM – 8PM 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\nCloseAdditional DetailsWho 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\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis 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.Schedule\nVirtual training runs daily from 12pm to 8pm EST. 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. \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.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-aug26/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200827T110000
DTEND;TZID=America/New_York:20200827T123000
DTSTAMP:20260714T234047
CREATED:20200811T221208Z
LAST-MODIFIED:20200819T154910Z
UID:62394-1598526000-1598531400@cfany.org
SUMMARY:Veterans In Finance
DESCRIPTION:OverviewIn the finance sector\, leadership and teamwork are integral\, as are skills related to decision-making and risk management. These very same skills and characteristics are honed over the course of a military career\, often producing Military Veterans who are driven\, organized\, adaptable and detail-oriented in nature. \nBy no coincidence\, employers within the financial sector actively recruit and seek to add Veterans to their company ranks\, providing those with military backgrounds a savvy career option where initial compensation can be generous\, and advancement and renumeration are based on performance rather than seniority — a notable and refreshing quality for any industry you’d like to break into. \nAgenda11:00 AM | OPENING REMARKS \n\nWon Palisoul\, Chair of Veterans Roundtable \n\n\n11:10 AM | KEYNOTE REMARKS \nIntroduced by Chris Mendez\, GC/CCO\, Commonwealth Asset Management \n\nShaun Wurzbach\, Managing Director\, S&P Dow Jones Indices \n\n\n11:25 AM | BREAK \n\n11:30 AM | PANEL DISCUSSION \nIntroduced by Won Palisoul\, Chair of Veterans Roundtable \n\nModerator \nJeannie Santiago\, Director of Recruiting at Lee\, Nolan & Koroghlian\, LLC – MassMutual \nPanelists \nMike Molitoris\, CRPC®\, MBA\, MIMFA\, Founder & CEO\, Flagship Wealth Management Group \nDaniel Tripp\, CFP\, Founder & Financial Planner\, Thirty Mile Financial \nAndrew Zaro\, President & Financial Advisor\, Granite Wealth Management \n\n\n12:15 PM |  Q&A \n\n12:25 PM | CLOSING REMARKS  \n\nWilliam A. Sweet\, Chief Financial Officer\, Ritholtz Wealth Management \n\nAdditional DetailsAreas of Focus \n\nCareers in Finance\nMilitary Leadership\nVeterans Hiring Initiatives \nCreating a Strong Veteran Culture \nVeterans Retention \nSupporting Employees in the National Guard or Reserves
URL:https://cfany.org/event/veterans-in-finance/
LOCATION:Virtual Only
CATEGORIES:Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200831T120000
DTEND;TZID=America/New_York:20200831T130000
DTSTAMP:20260714T234047
CREATED:20200427T215800Z
LAST-MODIFIED:20200813T171042Z
UID:60122-1598875200-1598878800@cfany.org
SUMMARY:A Candid View of China's Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nWinston Ma\, CFA\, Esq.\, a former Managing Director of China Investment Corporation (CIC) will share an unvarnished view into this huge\, and challenged\, economy. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nHan Yik\, Head of Institutional Investors\, World Economic Forum \n\n\nInterviewee\nWinston Ma\, CFA\, Esq.\, Former Managing Director\, China Investment Corporation (CIC) \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset allocation strategy\nManager search and selection\nPublic and private market strategies
URL:https://cfany.org/event/a-candid-view-of-chinas-markets/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200902T130000
DTEND;TZID=America/New_York:20200902T143000
DTSTAMP:20260714T234047
CREATED:20200212T223105Z
LAST-MODIFIED:20200901T142946Z
UID:58683-1599051600-1599057000@cfany.org
SUMMARY:The Future of (A Return To) Work
DESCRIPTION:OverviewAre you wondering how the new normal will look for a return to work? What are the top firms doing to plan to keep their people safe? Join our experts to gain insights into these questions and more. Our experts will share their thoughts on everything from providing sufficient PPE to making sure policies and procedures are in place to ensure the safety of everyone. The consequences don’t just apply to the return to the office\, but will likely bring about permanent changes in the way we work. This session will launch an industry-wide survey on the future of work\, for which the results will be released at our next event about the workplace. CFA Society New York members and financial professionals will benefitfrom hearing a diverse set of views from established market participants. CFA Society New York is providing our community the ability to hear from market experts and more importantly\, provide the ability to ask questions during this period of social distancing.  \nAgenda1:00 PM | WELCOMING REMARKS \n\nTim Frazier\, SVP\, Director of Sales & Marketing\, Concertiv \n\n\n1:05 PM |  KEY TOPICS INTRODUCTION \n\nAnupam Singhal\, Senior Vice President\, Partnerships\, Topia \n\n\n1:15 PM | PANEL DISCUSSION & Q&A \n\nModerator \nNkrumah Pierre\, Director\, Business Development & Head of Friends of the Firm Project Firm\, EisnerAmper \nPanelists \nLindsay Calautti\, Global HR Business Partner for Fixed Income\, Currencies and Commodities\, and Global Senior Relationship Management\, RBC Capital Markets \nWilma Nacion\, Global Head of Human Resources\, Marathon Asset Management L.P. \nRipa Rashid\, Managing Director\, Head of Inclusion and Diversity\, Cowen \nBrian Rosenblatt\, Chief Operating Officer\, General Counsel\, Wildcat Capital Management\, LLC \n\n\n2:25 PM |  CLOSING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Director\, Fidelis Capital LLC. \n\nAdditional DetailsLearning Outcomes \n\nExchange of views\nIdeas & challenges to returning to the office \nUnderstand what the top firms are planning \nThought leadership by practitioners
URL:https://cfany.org/event/cyber-technology-third-party-risk-management/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
END:VCALENDAR