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DTSTART;TZID=America/New_York:20221116T090000
DTEND;TZID=America/New_York:20221116T170000
DTSTAMP:20260723T091330
CREATED:20220927T150336Z
LAST-MODIFIED:20220927T150916Z
UID:74826-1668589200-1668618000@cfany.org
SUMMARY:Private Equity Deal Process Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnThe PE Deal Process Demystified \nThe Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nUsed by Top Financial Institutions \nThis is the same training program used by some of the largest PE firms in the world to prepare new hires for the job. \n\n\n\nCFANY.org: $1\,199Standard Rate: $1\,499 THIS IS NOT AN ACADEMIC EXERCISE. Taught by experienced investment banking professionals\, this is the same intensive Excel-based training used to prepare new hires at some of the largest IB firms in the world. Who is this boot camp for? \n\nPrivate equity\, asset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their LBO modeling skill set\n\nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nLed by former private equity professionals\, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\, First Round Bid/IOI\, Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team. \nWhat You’ll Learn\n\n\nThis boot camp will demystify each phase of the PE deal process.\nUnderstand the day-to-day responsibilities of a Private Equity professional.\nLearn how you can add value to your deal team through each PE deal phase.\nDesigned for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients.\nTaught by PE professionals who have been involved in high-profile PE deals.\nThe pre-deal process:\n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\n\nThe first-round bid/IOI phase:\n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\n\nThe diligence/LOI phase:\n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\n\nPost-LOI phase\n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\n\nDeal closing\n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\n\n\n\nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nAdditional Details\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar. \n\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/private-equity-deal-process-boot-camp-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221116T180000
DTEND;TZID=America/New_York:20221116T193000
DTSTAMP:20260723T091330
CREATED:20220815T164035Z
LAST-MODIFIED:20220815T164035Z
UID:74172-1668621600-1668627000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-48/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221118T120000
DTEND;TZID=America/New_York:20221118T133000
DTSTAMP:20260723T091330
CREATED:20220826T204607Z
LAST-MODIFIED:20221027T180417Z
UID:74347-1668772800-1668778200@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221121T180000
DTEND;TZID=America/New_York:20221121T193000
DTSTAMP:20260723T091330
CREATED:20221108T202259Z
LAST-MODIFIED:20221108T202259Z
UID:75484-1669053600-1669059000@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, please join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-22/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221130T180000
DTEND;TZID=America/New_York:20221130T193000
DTSTAMP:20260723T091330
CREATED:20220815T164043Z
LAST-MODIFIED:20220815T164043Z
UID:74173-1669831200-1669836600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-49/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221201T120000
DTEND;TZID=America/New_York:20221201T130000
DTSTAMP:20260723T091331
CREATED:20221107T175645Z
LAST-MODIFIED:20221107T180153Z
UID:75465-1669896000-1669899600@cfany.org
SUMMARY:Speaker Series Presents George Serafeim on Purpose and Profit: How Business Can Lift Up the World
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nAre purpose and profit substitutes or complementary? What are the technological\, societal and market forces that are reshaping this relationship? What can we all do to reshape the relationship between purpose and profit as entrepreneurs\, managers\, consumers\, employees and investors? Backed by cutting-edge research\, Purpose and Profit provides answers to these fundamental questions that are increasingly defining the competitiveness of businesses all around the world. Based on more than a decade of field and archival research\, Harvard Business School Professor George Serafeim takes readers through a journey to understand: \n\nHow and why environmental and social issues are becoming increasingly relevant for businesses all around the world;\nThe ways that companies can design and implement a strategy that has more positive impact;\n The six archetypes of value creation enabled by these new trends;\n The role of investors in supporting companies by recognizing the value of strategic management of material ESG issues; and\nHow we can all look at our choices and our careers through the lens of these societal trends to drive impact in our lives and for our organizations.\n\nThis program is FREE\, but advance registration is required. Copies of Purpose and Profit: How Business Can Lift Up the World will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n James Kelly\, Director\, Gabelli Center for Global Security Analysis \n\n12:03 PM | SPEAKER INTRODUCTION \nDavid Cowen\, president and CEO\, Museum of American Finance \n12:08 PM | PRESENTATION \nGeorge Serafeim\, Charles M. Williams Professor of Business Administration\, Harvard Business School \n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n James Kelly\, Director\, Gabelli Center for Global Security Analysis \nCo- Sponsored By
URL:https://cfany.org/event/speaker-series-presents-george-serafeim-on-purpose-and-profit-how-business-can-lift-up-the-world/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221205T180000
DTEND;TZID=America/New_York:20221205T193000
DTSTAMP:20260723T091331
CREATED:20220824T224416Z
LAST-MODIFIED:20221027T180434Z
UID:74286-1670263200-1670268600@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:Group DescriptionThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221206T170000
DTEND;TZID=America/New_York:20221206T183000
DTSTAMP:20260723T091331
CREATED:20220824T223542Z
LAST-MODIFIED:20221027T180445Z
UID:74278-1670346000-1670351400@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP
URL:https://cfany.org/event/quantitative-investing-group-meeting-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221207T090000
DTEND;TZID=America/New_York:20221209T170000
DTSTAMP:20260723T091331
CREATED:20221014T150522Z
LAST-MODIFIED:20221014T151622Z
UID:75003-1670403600-1670605200@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \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\nDay 2 | DCF MODELING \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\nDay 3 | M&A MODELING \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\nOnline | PRE-SEMINAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nOnline | POST-SEMINAR ONLINE ACCESS \nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \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 DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-12/
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:20221207T120000
DTEND;TZID=America/New_York:20221207T130000
DTSTAMP:20260723T091331
CREATED:20220824T195429Z
LAST-MODIFIED:20221130T220304Z
UID:74263-1670414400-1670418000@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-24/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221207T180000
DTEND;TZID=America/New_York:20221207T193000
DTSTAMP:20260723T091331
CREATED:20220824T180718Z
LAST-MODIFIED:20221027T180517Z
UID:74246-1670436000-1670441400@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-22/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221210T100000
DTEND;TZID=America/New_York:20221210T180000
DTSTAMP:20260723T091331
CREATED:20220927T152158Z
LAST-MODIFIED:20220927T152158Z
UID:74828-1670666400-1670695200@cfany.org
SUMMARY:Venture Capital Valuation\, Term Sheets & Cap Tables – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn Venture Capital Term Sheets and Model Cap Tables \nOverviewThis boot camp is an instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive\, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality. \nTopics Covered \n\nThe VC Process and Term Sheet\n\nThe early stage investing landscape\nA typical VC deal process and timeline\nVC return economics – why they need to hit home runs\nVC Valuation – back-solving into a pre-money / post-money valuation\nUnderstanding VC term sheets\n\n\n\n\nVC Math and Cap Tables\n\nCap Table Math: Dilution and price per share after new round\nCalculating Impact of Option Pool\nCalculating Impact of Multiple Investors\nCalculating impact of Convertible Debt\nConstructing a Cap Table\nFlow of Funds and Distribution Waterfall\n\n\n\nCFANY.org: $799 Standard Rate: $999 What You’ll LearnDemystifying the VC Valuation & Term Sheet \nHow do venture capital (VC) professionals determine the size and ownership stake of their investments? How do they construct term sheets to optimize their chances of generating high investment returns? Using simple examples that slowly grow more complex\, we’ll demystify the math and jargon that’s used in early stage investing \nCap Table & Waterfall Modeling \nMultiple investment rounds\, coupled with even the most common VC deal provisions such as option pools\, convertible debt and liquidation preferences conspire to create significant model complexity when structuring cap tables and waterfalls. Learn how to structure cap tables to address these challenges \nAdditional DetailsSchedule \nThis virtual training session is scheduled for 10a-6p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/venture-capital-valuation-term-sheets-cap-tables-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221212T090000
DTEND;TZID=America/New_York:20221213T170000
DTSTAMP:20260723T091331
CREATED:20220927T153323Z
LAST-MODIFIED:20220927T153323Z
UID:74829-1670835600-1670950800@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:Unlock the Power of Excel VBA and Become the Office Superhero\nWhat You’ll Learn\nStart Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines.\nImmediately Use VBA on the JobWe’ll show you how you can start using macros in a finance setting by running through real-world exercises such as calculating asset returns and building a payback-period calculator.\nNo Coding Experience NeededDesigned for complete newbies and/or those looking for a refresher. No prior programming knowledge is needed\n\nCFANY.org: $1\,039 Standard Rate: $1\,299 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDAY 1 | The VBA Environment; Start Writing Your Own Code! \n\nOn Day 1\, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \n\n\nDAY 2 | Real-world Applications of VBA for Finance \n\nOn Day 2\, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease\, how to build your own userforms and controls and how to query a database. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nBoot Camp  DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive\, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean\, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWho is this boot camp for? \nThis boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base\, attendees tend to come from the following backgrounds: \n\nFinancial planning and analysis and treasury\nCorporate finance and business development\nCredit analysts\nQuantitative finance and trading\nSell-side / buy side analysts\n\n\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel VBA templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nPC Laptop with Microsoft Excel installed. If you can only use a Mac\, please set up your Mac to have a Windows environment via a virtual machine app such as Parallels or VMWare Fusion. \n\nCPE Credit\nEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/excel-visual-basic-vba-for-finance-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221212T180000
DTEND;TZID=America/New_York:20221212T190000
DTSTAMP:20260723T091331
CREATED:20220824T164907Z
LAST-MODIFIED:20221212T182323Z
UID:74240-1670868000-1670871600@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\n\n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\n\n\nJOIN THIS GROUP \nGuest SpeakerDavid Easthope\, CFA\nHead of Fintech\nCoalition Greenwich \nDavid Easthope is a senior analyst and heads up fintech research on the Market Structure and Technology team and has over 20 years of experience in the capital markets sector. Prior to joining the Firm\, he led Celent’s (a division of Oliver Wyman\, Inc.) Capital Markets practice\, where he focused on technology and operations in the sector. His expertise includes digital transformation\, innovation\, SaaS\, data and analytics\, crypto and digital assets\, and other emerging technologies. He regularly advises financial institutions\, technology firms and strategic investors on strategy\, growth\, digital\, vendor selection\, and investments. Continue Reading
URL:https://cfany.org/event/fintech-leadership-group-meeting-21/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T180000
DTEND;TZID=America/New_York:20221213T193000
DTSTAMP:20260723T091331
CREATED:20220824T181732Z
LAST-MODIFIED:20221027T180825Z
UID:74256-1670954400-1670959800@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable.  \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-13/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221214T180000
DTEND;TZID=America/New_York:20221214T193000
DTSTAMP:20260723T091331
CREATED:20220815T164054Z
LAST-MODIFIED:20220815T164054Z
UID:74174-1671040800-1671046200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-50/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221216T120000
DTEND;TZID=America/New_York:20221216T133000
DTSTAMP:20260723T091331
CREATED:20220826T204618Z
LAST-MODIFIED:20221027T180838Z
UID:74348-1671192000-1671197400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-20/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221219T180000
DTEND;TZID=America/New_York:20221219T193000
DTSTAMP:20260723T091331
CREATED:20220824T163217Z
LAST-MODIFIED:20221027T180847Z
UID:74234-1671472800-1671478200@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, please join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-21/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221220T130000
DTEND;TZID=America/New_York:20221220T170000
DTSTAMP:20260723T091331
CREATED:20220926T155604Z
LAST-MODIFIED:20220926T173151Z
UID:74785-1671541200-1671555600@cfany.org
SUMMARY:Modeling Multifamily Real Estate – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn about real world “on the job” multifamily real estate modeling \nWhat You’ll LearnBuild a Multifamily Real Estate Model Step-By-Step \nHow do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? \nIn this virtual “Power Session\,” you will learn how a real multifamily model is constructed and used to generate key investment insights. \nExcel Model Template Included \nA comprehensive reusable multifamily real estate model template is included with this course. \nCFANY.org: $319 Standard Rate: $399 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\nCloseWho is this boot camp for? \n\nProfessionals and students pursuing careers in Real Estate Private Equity.\nReal estate professionals looking to add financial modeling skills to their existing skill set.\nIndividual investors and anyone interested in the Real Estate industry.\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nDesigned for investment banking\, PE and real estate investment professionals\, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However\, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel. \n\nUsing a typical offering memorandum (OM) to extract key detail used in the model\nHow historical financials drive the pro-forma\nProjecting top-line revenue performance (effective vs. gross rent)Modeling occupancy/vacancy loss\, non-revenue units\, and uncollectible rent assumptions\nGetting to NOI: Projecting the most common operating expenses\nHow to underwrite capital expenditures (defensive vs. offensive)\nHow to calculate levered returns\nModeling the key equity and debt metrics in multifamily real estate (Yield-on-cost\, Cash-on\ncash yield\, DSCR\, and debt yield)\nUnderstanding value allocation\nModeling Sources & Uses\nConstructing the NOI and Returns Summary tables\nSensitizing key outputs to frame purchase price ranges for a multi-family real estate property\nTypical return profile for a multi-family\nFinancial due diligence: Sales comparable and market surveys\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real-world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/modeling-multifamily-real-estate-wall-street-prep-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230104T120000
DTEND;TZID=America/New_York:20230104T133000
DTSTAMP:20260723T091331
CREATED:20220824T195457Z
LAST-MODIFIED:20221215T202127Z
UID:74264-1672833600-1672839000@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-25/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230104T180000
DTEND;TZID=America/New_York:20230104T193000
DTSTAMP:20260723T091331
CREATED:20220824T180753Z
LAST-MODIFIED:20221027T180914Z
UID:74247-1672855200-1672860600@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-23/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230110T180000
DTEND;TZID=America/New_York:20230110T193000
DTSTAMP:20260723T091331
CREATED:20221110T050439Z
LAST-MODIFIED:20221110T050439Z
UID:75492-1673373600-1673379000@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-14/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Conference / Seminar,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230111T180000
DTEND;TZID=America/New_York:20230111T193000
DTSTAMP:20260723T091331
CREATED:20220826T211549Z
LAST-MODIFIED:20221220T164447Z
UID:74362-1673460000-1673465400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-51/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230116T180000
DTEND;TZID=America/New_York:20230116T193000
DTSTAMP:20260723T091331
CREATED:20221108T202300Z
LAST-MODIFIED:20221108T202300Z
UID:75485-1673892000-1673897400@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, please join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-23/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230117T180000
DTEND;TZID=America/New_York:20230117T193000
DTSTAMP:20260723T091331
CREATED:20220824T161906Z
LAST-MODIFIED:20221215T213206Z
UID:74226-1673978400-1673983800@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, please contact us at aig@cfany.org\, to be added to the Alternative Investments distribution list or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-8/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230120T120000
DTEND;TZID=America/New_York:20230120T133000
DTSTAMP:20260723T091331
CREATED:20220826T204633Z
LAST-MODIFIED:20230117T221726Z
UID:74350-1674216000-1674221400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP \nGuest SpeakerGreg Hershman is Head of U.S. Policy at the Principles for Responsible Investment\, based in Washington\, DC. Prior to joining PRI\, he spent six years in the U.S. Senate in various roles including working for Senator Tom Carper (Del.)\, on the Senate Homeland Security & Governmental Affairs Committee and the Senate Environment & Public Works Committee. Greg received his MBA from Carnegie Mellon University focusing on corporate sustainability and the energy transition.
URL:https://cfany.org/event/sustainable-investing-group-meeting-21/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230125T170000
DTEND;TZID=America/New_York:20230125T183000
DTSTAMP:20260723T091331
CREATED:20220824T221837Z
LAST-MODIFIED:20221027T181001Z
UID:74272-1674666000-1674671400@cfany.org
SUMMARY:Private Wealth Management Group Meeting
DESCRIPTION:Group DescriptionThe Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nJOIN THIS GROUP
URL:https://cfany.org/event/private-wealth-management-group-meeting-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230125T180000
DTEND;TZID=America/New_York:20230125T193000
DTSTAMP:20260723T091331
CREATED:20221220T165616Z
LAST-MODIFIED:20221220T165616Z
UID:75805-1674669600-1674675000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-52/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230201T180000
DTEND;TZID=America/New_York:20230201T193000
DTSTAMP:20260723T091331
CREATED:20221208T213816Z
LAST-MODIFIED:20221208T213816Z
UID:75718-1675274400-1675279800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-26/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230206T180000
DTEND;TZID=America/New_York:20230206T193000
DTSTAMP:20260723T091331
CREATED:20220826T210526Z
LAST-MODIFIED:20221027T181010Z
UID:74357-1675706400-1675711800@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:Group DescriptionThe Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Value Investing,Virtual Events & Programming
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END:VCALENDAR