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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230302T120000
DTEND;TZID=America/New_York:20230302T130000
DTSTAMP:20260723T154910
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UID:76375-1677758400-1677762000@cfany.org
SUMMARY:Financial Issues Forum: Sebastian Mallaby on “The Power Law: Venture Capital and the Making of the New Future”
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nInnovations rarely come from “experts.” When it comes to improbable innovations\, a legendary tech VC told Sebastian Mallaby\, the future cannot be predicted\, it can only be discovered. It is the nature of the venture-capital game that most attempts at discovery fail\, but a very few succeed at such a scale that they more than make up for everything else. That extreme ratio of success and failure is the power law that drives the VC business\, all of Silicon Valley\, the wider tech sector and\, by extension\, the world. \nIn The Power Law\, Sebastian Mallaby has parlayed unprecedented access to the most celebrated venture capitalists of all time—the key figures at Sequoia\, Kleiner Perkins\, Accel\, Benchmark and Andreessen Horowitz\, as well as Chinese partnerships such as Qiming and Capital Today—into a riveting blend of storytelling and analysis that unfurls the history of tech incubation\, in the Valley and ultimately worldwide. We learn the unvarnished truth\, often for the first time\, about some of the most iconic triumphs and infamous disasters in Valley history\, from the comedy of errors at the birth of Apple to the avalanche of venture money that fostered hubris at WeWork and Uber. \n\nThis program is FREE\, but advance registration is required.  \nRegistered guests will receive the access link prior to the event. The first 100 guests will receive a complimentary e-copy of the book. \nAbout the AuthorSebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations (CFR). An experienced journalist and public speaker\, Mallaby contributes to a variety of publications\, including Foreign Affairs\, the Atlantic\, the Washington Post and the Financial Times\, where he spent two years as a contributing editor. He is the author of five books\, most recently The Power Law: Venture Capital and the Making of the New Future. \nMallaby’s interests cover a wide variety of domestic and international issues\, including central banks\, financial markets\, the implications of the rise of newly emerging powers and the intersection of economics and international relations. His previous book\, The Man Who Knew: The Life & Times of Alan Greenspan\, was the winner of the 2016 Financial Times/McKinsey Business Book of the Year Award and the 2017 George S. Eccles Prize in Economic Writing. More Money Than God: Hedge Funds and the Making of a New Elite was the recipient of the 2011 Loeb Prize and a New York Times bestseller. \nCo- Sponsored By
URL:https://cfany.org/event/financial-issues-forum-sebastian-mallaby-on-the-power-law-venture-capital-and-the-making-of-the-new-future/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230314T120000
DTEND;TZID=America/New_York:20230314T133000
DTSTAMP:20260723T154910
CREATED:20230222T221454Z
LAST-MODIFIED:20230907T162503Z
UID:76569-1678795200-1678800600@cfany.org
SUMMARY:Navigating Higher Due Diligence Demands in the ESG\, Frontier and Emerging Markets Sectors
DESCRIPTION:OverviewThe manager selection and due diligence processes for ESG\, emerging and frontier market investments each present their own complexities. The availability of data\, comparability of methodology and assumptions\, ambiguous benchmarks and cultural and language differences across these divergent markets all contribute. Hear how two highly visible industry experts address these issues in their research. \nAgenda12:00 PM | WELCOMING REMARKS \nSteven J. Lerit\, CFA\, Co-Chair\, Performance and Risk Analytics Group \n\n12:05 PM | SPEAKER \nFaisal Rafi\, FIA\, Head of Research\, RisCura \nMark Sloss\, Founder/CEO\, Regenerative Investment Strategies\, LLC \n\n1:15 PM | Q&A \nAllen Xiao\, CFA\, CPA\, FCSI\, Co-Chair\, Performance and Risk Analytics Group \nAdditional DetailsLearning Outcomes \n\nGlobal due diligence\nManager search and selection
URL:https://cfany.org/event/navigating-higher-due-diligence-demands-in-the-esg-frontier-and-emerging-markets-sectors/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230314T170000
DTEND;TZID=America/New_York:20230314T183000
DTSTAMP:20260723T154910
CREATED:20230203T194817Z
LAST-MODIFIED:20230314T210021Z
UID:76299-1678813200-1678818600@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nGuest SpeakerMiquel Noguer I Alonso\, Ph.D. \nMiquel Noguer i Alonso is a financial markets practitioner with more than 30 years of experience in quantitative finance he is the Founder of Artificial Intelligence Finance Institute. He is a Professor at NYU Courant Institute of Mathematical Sciences\, NYU Tandon and the CQF instituteHe has been Adjunct Professor at Columbia University.  He is also the Head of Development at Global AI and co-Editor of the Journal of Machine Learning in Finance. He serves on the advisory board of Financial Data Professional Institute FDPI and the CFA New York Quant Investing Group. \nHe worked for UBS AG (Switzerland) as Executive Director. He has been a member of the European Investment Committee for the last 10 years. He worked as a Chief Investment Office and CIO for Andbank from 2000 to 2006.  He started his career at KPMG.\nHe received an MBA and a Degree in business administration and economics in ESADE in 1993. In 2010 he earned a Ph.D. in quantitative finance with a Summa Cum Laude distinction (UNED – Madrid Spain). \nOverview\nTopic: Generative Models for Time Series in Finance \nA generative model is a statistical model of the joint probability distribution. We built a generative model for univariate time series in finance using a Variational Autoencoder (VAE) neural network architecture. We test the model in SP500 and the Heston Model widely used for option pricing and hedging in the financial industry. In both contexts the generative model is able to correctly learn the density according to our qualitative and quantitative tests . Users have to consider the potential non-stationarity in this context and potentially enrich the learning process.Applications of these generative models include risk management\, data augmentation to be used in supervised learning applications and can alleviate the problem of small data in finance. In future research we intend to investigate the multivariate case extremely important for portfolio and risk management as well as testing other generative architectures. \n\n\nhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=4343967 \n\nQuantitative Group×Quantitative Group\nThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nCloseGuest SpeakerMiquel Noguer I Alonso\, Ph.D. \nMiquel Noguer i Alonso is a financial markets practitioner with more than 30 years of experience in quantitative finance he is the Founder of Artificial Intelligence Finance Institute. He is a Professor at NYU Courant Institute of Mathematical Sciences\, NYU Tandon and the CQF instituteHe has been Adjunct Professor at Columbia University.  He is also the Head of Development at Global AI and co-Editor of the Journal of Machine Learning in Finance. He serves on the advisory board of Financial Data Professional Institute FDPI and the CFA New York Quant Investing Group. \nHe worked for UBS AG (Switzerland) as Executive Director. He has been a member of the European Investment Committee for the last 10 years. He worked as a Chief Investment Office and CIO for Andbank from 2000 to 2006.  He started his career at KPMG.\nHe received an MBA and a Degree in business administration and economics in ESADE in 1993. In 2010 he earned a Ph.D. in quantitative finance with a Summa Cum Laude distinction (UNED – Madrid Spain).
URL:https://cfany.org/event/quantitative-investing-group-meeting-18/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230314T180000
DTEND;TZID=America/New_York:20230314T193000
DTSTAMP:20260723T154910
CREATED:20230131T162427Z
LAST-MODIFIED:20230131T162427Z
UID:76266-1678816800-1678822200@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-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230317T120000
DTEND;TZID=America/New_York:20230317T133000
DTSTAMP:20260723T154910
CREATED:20230131T163643Z
LAST-MODIFIED:20230131T163643Z
UID:76269-1679054400-1679059800@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-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Interest Group,Interest Group Meetings
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230319T100000
DTEND;TZID=America/New_York:20230319T170000
DTSTAMP:20260723T154910
CREATED:20230206T163011Z
LAST-MODIFIED:20230207T185543Z
UID:76327-1679220000-1679245200@cfany.org
SUMMARY:SaaS and Recurring Revenue Modeling & Analysis - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn financial modeling & analysis for thee SaaS industry \nOverviewLed by experienced SaaS-focused investment professionals\, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses \nSpecifically\, trainees will learn the “how” and “why” of modeling a recurring revenue company’s ARR and MRR\, how to contrast these non-GAAP metrics to revenue\, how to perform cohort analyses and analyze churn\, as well as how to analyze unit economics like LTV/CAC to better understand a businesses and to ultimately make better investment decisions. \nCFANY.org: $1199.20 Standard Rate: $1499 Boot Camp DetailsWhat You'll LearnScheduleAdditional DetailsWhat You'll Learn\n\nOverview of a SaaS and other recurring revenue operating model\nUnderstanding and evaluating common recurring revenue constructs\nSaaS Metrics: TCV and ACV Bookings vs. billings\nRecurring revenue metrics: ARR\, MRR vs. revenue vs. deferred revenue\nChurn; net revenue retention\, gross vs. net adds\nPerforming a Cohort Analysis\nUnderstanding and evaluating SaaS gross margin\nLTV/CAC and Unit Economics: Estimating Customer Lifetime Value\, Customer Acquisition Cost\nImplications of the cohort analysis and LTV/CAC work and SaaS industry benchmarks\nData analysis: Locating/aggregating the necessary data\n\n\nWho is this boot camp for? \n\nVenture Capital\, Growth Equity and Private Equity Professionals  \nTMT Investment Banking Professionals \nTechnology-Focused Investment Professionals \nFP&A\, Business Development and Corporate Finance professionals at SaaS businesses\nFinance students and anyone interested in analyzing SaaS businesses\n\nSchedule\nThis virtual training session is scheduled for 10a-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included \nComprehensive training materials\, reusable modifiable Excel model templates\, unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background should enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 8 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/saas-and-recurring-revenue-modeling-analysis-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230320T180000
DTEND;TZID=America/New_York:20230320T193000
DTSTAMP:20260723T154910
CREATED:20230203T201110Z
LAST-MODIFIED:20230222T220933Z
UID:76298-1679335200-1679340600@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-12/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230322T120000
DTEND;TZID=America/New_York:20230324T200000
DTSTAMP:20260723T154910
CREATED:20230206T164554Z
LAST-MODIFIED:20230310T143818Z
UID:76329-1679486400-1679688000@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 \nOverviewThis 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. \nCFANY.org: $1\,359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 12PM – 8PM 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\nCloseBoot Camp DetailsWhat You'll LearnScheduleAdditional DetailsWhat You'll Learn\nPerfect 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\n\nWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nSchedule\nVirtual training runs daily from 3pm 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. \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-14/
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:20230322T180000
DTEND;TZID=America/New_York:20230324T203000
DTSTAMP:20260723T154910
CREATED:20230120T221355Z
LAST-MODIFIED:20230127T144923Z
UID:76163-1679508000-1679689800@cfany.org
SUMMARY:Intro to Data Visualization and Business Analytics with Microsoft Power BI - Cognitir
DESCRIPTION:OverviewA three-day virtual conference\, Presented by Cognitir. \nStrong data culture is a sine qua non for effective organizations in the digital age\, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally\, firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands\, often thriving in the dynamic markets and uncertain times we find ourselves in. When it comes to communicating such insights in service of a great mission or brand\, there are few things that can beat a striking data visualization.  \nOver the course of three days\, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome common data preparation obstacles\, and build an interactive dashboard they can publish to the web. \n At the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nEarly Bird Rate\n$419 Members | $519 Nonmembers\nEarly Bird Rate expires March 3rd \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWalkthrough – what is Microsoft Power BI? \nSuccess stories and use cases \nHow companies and individuals have used dashboards successfully to become more data-driven \nInitial Setup – Review of popular resources for Power BI \n\nConnecting Data and Transforming Data in Power BI \n\nHow does Power BI connect to our data? \nHow might we clean and transform our data to prepare it for a dashboard? \nWhat is Power Query and how does it work?\nUpdating and modifying data loads \nCustomizing a table we’ve loaded \nCustomizing and adding columns to a table \n\nTable Relationships and Data Models  \n\nIntroduction to the Relationships pane in Power BI \nHow does one establish relationships? \nCardinality of relationships \nFact and Dimension tables \nBasic schema types (data models) and normalization \n\nData Analysis with DAX and M  \n\nM and Power Query \nDAX and the Data pane \nWhen to use M and when to use DAX \nCommon M transformations \nCommon DAX transformations \nMeasures\, filters\, and contexts \n\nData Visualization  \n\nIntro to the Report pane \nTiles\, tabs\, and filters \nCommon visualizations and their use cases \nFormatting a visual – Slicers and Interactions \nStyling and Accessibility \n\nSummative Project\, Exit Review\, and Next Steps \nCloseCourse Developers×Course Developers\nJonathan Karp  \nJon is a former science teacher and current business analyst at Teach For America\, leading projects focused on data and foundational technologies. Since 2016\, Jon has spearheaded efforts to revamp reporting\, analytics\, and data integration systems at TFA\, including significant work with SQL\, Power BI\, and data modeling. Prior to his work in IT\, Jon taught for four years with Teach For America in St. Louis\, MO\, also serving as science department chair during his final year. He received a Bachelor of Science in Earth and Ocean Sciences from Duke University\, where he cut his teeth on climate and chemical oceanography datasets. \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. \n\nDavid Haber  \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. David 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. David 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. \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. \n\nCourse and Contact Information  \nLevel: Beginner\nPrerequisite: None\nDuration: 1 Day\ninfo@cognitir.com +1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWhat This Course Offers \n\nHands-on data visualization experience Microsoft Power BI and its Power Query engine \nEvery participant leaves with a working dashboard that they can connect to their organization’s data sources \nInsights on how best to automate tedious data workflows with web dashboards \nOverview of data sourcing\, preparation\, and visualization pitfalls \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 technical\, business\, and educational experiences\n\nWho Is This For \nThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you\, you will most likely find this course useful:  \n\nIn my current role\, I spend a lot of time creating reports and/or surfacing the insights they contain. \nI often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it. \nI’m responsible for manually updating the data sources for my team’s regular snapshots and briefs\, and want to reclaim that time. \nI want to conduct my organization’s\, team’s\, or own personal work more effectively by becoming more data-driven. \nI always want to have a current view on certain key metrics for which my company already stores relevant data. \nI want to learn how to incorporate data design and visualization principles into my core practice as a professional.
URL:https://cfany.org/event/intro-to-data-visualization-and-business-analytics-with-microsoft-power-bi/
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:20230328T180000
DTEND;TZID=America/New_York:20230328T193000
DTSTAMP:20260723T154910
CREATED:20230206T194750Z
LAST-MODIFIED:20230206T195742Z
UID:76362-1680026400-1680031800@cfany.org
SUMMARY:Global Investing Group Meeting
DESCRIPTION:Group DescriptionThe Global Investing Group organizes a diverse range of programs to keep members abreast of key trends in global investment markets. \nJOIN THIS GROUP
URL:https://cfany.org/event/global-investing-group-meeting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Global Investing Group,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230403T180000
DTEND;TZID=America/New_York:20230403T193000
DTSTAMP:20260723T154910
CREATED:20230206T195637Z
LAST-MODIFIED:20230206T195637Z
UID:76364-1680544800-1680550200@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-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230404T170000
DTEND;TZID=America/New_York:20230404T183000
DTSTAMP:20260723T154910
CREATED:20230206T195341Z
LAST-MODIFIED:20230206T195341Z
UID:76363-1680627600-1680633000@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-19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230405T090000
DTEND;TZID=America/New_York:20230407T170000
DTSTAMP:20260723T154910
CREATED:20230210T190831Z
LAST-MODIFIED:20230210T193445Z
UID:76471-1680685200-1680886800@cfany.org
SUMMARY:Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep: The PE Masterclass: Crushing the paper LBO is just the beginning\n** Formerly called the Private Equity Boot Camp \nOverviewLed by former private equity professional with applied expertise in LBO modeling methodologies\, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job. \nCFANY.org: $1599.20 Standard Rate: $1\,999 AgendaThis virtual session goes from 9am-5pm EST \nDay 1 | LBO AND PE OVERVIEW LBO MODELING \nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \n\nDay 2 | LBO MODELING/PE DEAL PROCESS \nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \n\nDay 3 | LBO MODELING/PE DEAL PROCESS \nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \n\nOnline | PRE-SEIMNAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nOnline | POST-SEMINAR ONLINE ACCESS \nEnrollment includes access to the following online course(s): Financial Statement ModelingLBO Modeling \nBoot Camp DetailsInstructorsWhat You'll LearnAdditional DetailsInstructors\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. \nWhat You'll Learn\nLBO Modeling & the PE Deal Process \nThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. \nLed by PE Professionals \nThis boot camp is NOT an academic exercise. It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. \nLearn from the Private Equity’s #1 Trainer \n4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training. \n\nWho is this boot camp for? \n\nThis PE Masterclass is targeted specifically for the following audience:\n\nInvestment banking analysts planning to or actively interviewing for PE\nMBAs and undergraduates pursuing private equity\nCurrent private equity professionals seeking to improve their skill set\nLeveraged finance and credit professionals seeking a better understanding of their PE clients’ process\n\n\n\nAdditional Details\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. \n\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nLaptop\, Notepad\, and Calculator. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/breaking-into-private-equity-lbo-modeling-and-pe-deal-process-masterclass-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:20230405T120000
DTEND;TZID=America/New_York:20230405T133000
DTSTAMP:20260723T154910
CREATED:20230206T193747Z
LAST-MODIFIED:20230405T151024Z
UID:76354-1680696000-1680701400@cfany.org
SUMMARY:Fiduciary Gap: The Role of Proxy Voting and Shareholder Voting in Effective Client Relationships
DESCRIPTION:OverviewProxy voting has long been a vital tool in issuer corporate governance. Recently\, it has also become an increasingly important tool for asset managers to maximize financial performance for their clients. This debate is all about the balance of the power in the boardroom – issuers\, asset managers or their clients. Given the growing divergence in ESG opinions across political\, economic\, and geographic lines\, how do we balance fiduciary duty by asset managers with social values from asset owners\, and corporate responsibility from issuer companies? How do we bring both process transparency and expert care to asset management clients\, who increasingly demand both performance and experience? How do we propel the World into collective actions of tackling global issues\, while preserving investor protection in individual choices and fair disclosures? In other words\, balancing the risk of green-washing and the risk of green-wishing? For this debate\, we’ve brought together two prominent activist investors\, from each side of the Atlantic\, who have embarked on their own journey of upholding fiduciary duty and maximizing value creation for investors. \nAgenda12:00 PM | WELCOMING REMARKS \nAllen Xiao\, CFA\, CPA\, FCSI\, Co-Chair\, Performance ad Risk Analytics Group \n\n12:05 PM | PANEL DISCUSSION \nModerator \nGeorgia Stewart\, CEO\, Tumelo \nPanelist \nGiuseppe Bivona\, Partner and Co-CIO\, Bluebell Partners Ltd. \nVivek Ramaswamy\, Co-founder and former Executive Chairman\, Strive Asset Management \n\n1:30 PM |  CLOSING REMARKS \nSteven J. Lerit\, CFA\, Co-Chair\, Performance ad Risk Analytics Group \nAdditional DetailsLearning Outcomes \n\nFiduciary Duty Changes\nProxy Impacts
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-28/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230405T180000
DTEND;TZID=America/New_York:20230405T193000
DTSTAMP:20260723T154910
CREATED:20230206T194212Z
LAST-MODIFIED:20230206T195753Z
UID:76355-1680717600-1680723000@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-26/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Institutional Asset Management,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230410T180000
DTEND;TZID=America/New_York:20230410T193000
DTSTAMP:20260723T154910
CREATED:20200204T030005Z
LAST-MODIFIED:20230323T211135Z
UID:58400-1681149600-1681155000@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\nDiscuss the topic: Nowcasting in the Era of Covid-19\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 CFA Institute and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP »
URL:https://cfany.org/event/fintech-leadership-group-meeting-5-2/
LOCATION:Virtual Only
CATEGORIES:Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230411T180000
DTEND;TZID=America/New_York:20230411T193000
DTSTAMP:20260723T154910
CREATED:20230206T192758Z
LAST-MODIFIED:20230323T202639Z
UID:76349-1681236000-1681241400@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-18/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230412T090000
DTEND;TZID=America/New_York:20230414T170000
DTSTAMP:20260723T154910
CREATED:20230207T195850Z
LAST-MODIFIED:20230207T200046Z
UID:76405-1681290000-1681491600@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 \nOverviewThis 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. \nCFANY.org: $1\,359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\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\nYour Content Goes Here \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\nCloseBoot Camp DetailsWhat you'll LearnScheduleAdditional DetailsWhat you'll Learn\nPerfect 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\n\nWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nSchedule\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-16/
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:20230418T130000
DTEND;TZID=America/New_York:20230418T170000
DTSTAMP:20260723T154910
CREATED:20230207T182444Z
LAST-MODIFIED:20230207T182853Z
UID:76393-1681822800-1681837200@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 \nOverviewDesigned 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\nBuild 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: $319.20 Standard Rate: $399 Boot Camp DetailsWhat You'll LearnScheduleAdditional DetailsWhat You'll Learn\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\n\nWho 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\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 DetailsWhat’s Included? \nComprehensive training materials\, reusable modifiable Excel model templates\, unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors\n\nOur instructors are all practitioners with years of directly relevant real-world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\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/modeling-multifamily-real-estate-wall-street-prep-9/
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:20230418T180000
DTEND;TZID=America/New_York:20230418T193000
DTSTAMP:20260723T154910
CREATED:20230206T192713Z
LAST-MODIFIED:20230206T195836Z
UID:76348-1681840800-1681846200@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 join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-21/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230421T120000
DTEND;TZID=America/New_York:20230421T133000
DTSTAMP:20260723T154910
CREATED:20230206T192632Z
LAST-MODIFIED:20230206T195847Z
UID:76345-1682078400-1682083800@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-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230426T180000
DTEND;TZID=America/New_York:20230426T193000
DTSTAMP:20260723T154910
CREATED:20230206T193332Z
LAST-MODIFIED:20230206T195812Z
UID:76353-1682532000-1682537400@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-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Private Wealth Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230502T170000
DTEND;TZID=America/New_York:20230502T183000
DTSTAMP:20260723T154910
CREATED:20230413T201143Z
LAST-MODIFIED:20230413T201143Z
UID:77374-1683046800-1683052200@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-21/
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:20230503T180000
DTEND;TZID=America/New_York:20230503T193000
DTSTAMP:20260723T154910
CREATED:20230413T201502Z
LAST-MODIFIED:20230413T201502Z
UID:77377-1683136800-1683142200@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-28/
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:20230503T180000
DTEND;TZID=America/New_York:20230503T193000
DTSTAMP:20260723T154910
CREATED:20230413T200134Z
LAST-MODIFIED:20230424T170121Z
UID:77368-1683136800-1683142200@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-30/
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:20230504T180000
DTEND;TZID=America/New_York:20230504T193000
DTSTAMP:20260723T154910
CREATED:20230413T200646Z
LAST-MODIFIED:20230501T204618Z
UID:77372-1683223200-1683228600@cfany.org
SUMMARY:Veterans Roundtable Group Meeting
DESCRIPTION:Group DescriptionThe Veterans Committee of CFA Society New York\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFA Society New York members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFA Society New York programming events per year\, and actively participate in other veteran organizations at least six times per year.This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:https://cfany.org/event/veterans-roundtable-group-meeting-18/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230506T090000
DTEND;TZID=America/New_York:20230507T170000
DTSTAMP:20260723T154910
CREATED:20230210T201102Z
LAST-MODIFIED:20230417T184703Z
UID:76473-1683363600-1683478800@cfany.org
SUMMARY:Insurance Industry Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master insurance industry financial  modeling in this 2-day intensive virtual boot camp \nOverviewThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company \nCFANY.org: $1\,599.20 Standard Rate: $1\,999 AgendaPlease note: Each daily session goes from 900 AM – 5:00 PM EST \n\nTopic 1 | INDUSTRY ANALYSIS \n\nInsurance sector overview\n\n\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\n\n\nKey terminology\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\nIncome statement analysis\n\n\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\n\n\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\nTopic 3 | CASE STUDY: MODELING \n\nCreating an integrated financial statement forecast model for a P&C insurer\n\n\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\n\n\nEstimating statutory dividends\n\n\nTopic 4| CASE STUDY: VALUATION \n\nAnalysis of valuation frameworks & drivers\n\n\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\n\n\nEstimating terminal value\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 DetailsWhat You'll LearnScheduleAdditional DetailsWhat You'll Learn\n\nBuild an Insurance Company forecast model\nUnderstand the challenges with insurance industry valuation\nIncludes Excel Financial Institution model templates\n\nSchedule\nVirtual training runs daily from 9:00 am to 5:00 pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWho is this boot camp for? \n\nFIG Investment Bankers\nInvestment professionals & asset managers focused on the Insurance sector\nCorporate Development and FP&A professionals in Insurance\nValuation & Corporate Finance consultants focused on Insurance\nStudents targeting jobs that require an understanding of the Insurance sector\nAnyone wanting to the learn/refresh skill sets in Insurance analysis and valuation\n\n\nCPE Credit\nEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/insurance-industry-modeling-boot-camp-wall-street-prep/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230507T090000
DTEND;TZID=America/New_York:20230509T170000
DTSTAMP:20260723T154910
CREATED:20230207T195845Z
LAST-MODIFIED:20230207T200107Z
UID:76406-1683450000-1683651600@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 \nOverviewThis 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. \nCFANY.org: $1\,359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\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\nCloseBoot Camp DetailsWhat you'll LearnScheduleAdditional DetailsWhat you'll Learn\nPerfect 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\n\nWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nSchedule\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-15/
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:20230602T120000
DTEND;TZID=America/New_York:20230602T133000
DTSTAMP:20260723T154910
CREATED:20230510T151654Z
LAST-MODIFIED:20230523T170916Z
UID:77926-1685707200-1685712600@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing 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-23/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230605T180000
DTEND;TZID=America/New_York:20230605T193000
DTSTAMP:20260723T154910
CREATED:20230309T211810Z
LAST-MODIFIED:20230518T215250Z
UID:76787-1685988000-1685993400@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:The 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-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
END:VCALENDAR