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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230807T180000
DTEND;TZID=America/New_York:20230807T193000
DTSTAMP:20260723T201816
CREATED:20230518T215032Z
LAST-MODIFIED:20230518T215135Z
UID:78274-1691431200-1691436600@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-10/
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230808T180000
DTEND;TZID=America/New_York:20230808T193000
DTSTAMP:20260723T201816
CREATED:20230518T222740Z
LAST-MODIFIED:20230518T222740Z
UID:78301-1691517600-1691523000@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-22/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230812T100000
DTEND;TZID=America/New_York:20230812T180000
DTSTAMP:20260723T201816
CREATED:20230629T205427Z
LAST-MODIFIED:20230719T152254Z
UID:78968-1691834400-1691863200@cfany.org
SUMMARY:Venture Capital Valuation\, Term Sheets & Cap Tables
DESCRIPTION:OverviewPresented by Wall Street Prep \nThis boot camp is a 8-hour instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive\, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality. \n\nCFANY.org: $799Standard Rate: $999 What You’ll Learn \nDemystifying the VC Valuation & Term Sheet \nHow do venture capital (VC) professionals determine the size and ownership stake of their investments? How do they construct term sheets to optimize their chances of generating high investment returns? Using simple examples that slowly grow more complex\, we’ll demystify the math and jargon that’s used in early stage investing \nCap Table & Waterfall Modeling \nMultiple investment rounds\, coupled with even the most common VC deal provisions such as option pools\, convertible debt and liquidation preferences conspire to create significant model complexity when structuring cap tables and waterfalls. Learn how to structure cap tables to address these challenges \nBoot Camp DetailsTopics CoveredScheduleAdditional DetailsTopics Covered\nThe VC Process and Term Sheet \n\n\n\nThe early stage investing landscape\nA typical VC deal process and timeline\nVC return economics – why they need to hit home runs\nVC Valuation – back-solving into a pre-money / post-money valuation\nUnderstanding VC term sheets\n\n\n\nVC Math and Cap Tables \n\n\n\n\n\nCap Table Math: Dilution and price per share after new round\nCalculating Impact of Option Pool\nCalculating Impact of Multiple Investors\nCalculating impact of Convertible Debt\nConstructing a Cap Table\nFlow of Funds and Distribution Waterfall\n\n\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 10a-6p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/venture-capital-valuation-term-sheets-cap-tables/
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:20230815T130000
DTEND;TZID=America/New_York:20230815T170000
DTSTAMP:20260723T201816
CREATED:20230629T212720Z
LAST-MODIFIED:20230719T181018Z
UID:78981-1692104400-1692118800@cfany.org
SUMMARY:Modeling Multifamily Real Estate– Wall Street Prep
DESCRIPTION:OverviewPresented by Wall Street Prep \nDesigned for investment banking\, PE and real estate investment professionals\, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However\, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel. \nCFANY.org: $319Standard Rate: $399  Who is this boot camp for?\nProfessionals and students pursuing careers in Real Estate Private Equity.\nReal estate professionals looking to add financial modeling skills to their existing skill set.\nIndividual investors and anyone interested in the Real Estate industry.\n\nBoot Camp 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\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\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-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230821T180000
DTEND;TZID=America/New_York:20230821T193000
DTSTAMP:20260723T201816
CREATED:20230626T174214Z
LAST-MODIFIED:20230626T174214Z
UID:78879-1692640800-1692646200@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-29/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230906T180000
DTEND;TZID=America/New_York:20230906T193000
DTSTAMP:20260723T201816
CREATED:20230518T223244Z
LAST-MODIFIED:20230518T223244Z
UID:78309-1694023200-1694028600@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-31/
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:20230908T120000
DTEND;TZID=America/New_York:20230908T133000
DTSTAMP:20260723T201816
CREATED:20230510T164945Z
LAST-MODIFIED:20230828T150232Z
UID:77949-1694174400-1694179800@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-26/
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:20230912T180000
DTEND;TZID=America/New_York:20230912T193000
DTSTAMP:20260723T201816
CREATED:20230518T222824Z
LAST-MODIFIED:20230518T222824Z
UID:78303-1694541600-1694547000@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-23/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T090000
DTEND;TZID=America/New_York:20230915T170000
DTSTAMP:20260723T201816
CREATED:20230717T200201Z
LAST-MODIFIED:20230719T180528Z
UID:79477-1694595600-1694797200@cfany.org
SUMMARY:Breaking into Private Equity: LBO Modeling and PE Deal Process Masterclass
DESCRIPTION:OverviewPresented by Wall Street Prep \nLed 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: $1599Standard Rate: $1999  AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\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-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 access to the following online course(s):  \n\nFinancial Statement Modeling\nLBO Modeling\n\nLearning ObjectivesLBO 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. \nBoot Camp DetailsWho is this Bootcamp for?ScheduleAdditional DetailsWho is this Bootcamp for?\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\nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\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. \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/breaking-into-private-equity-lbo-modeling-and-pe-deal-process-masterclass/
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:20230916T090000
DTEND;TZID=America/New_York:20230917T170000
DTSTAMP:20260723T201816
CREATED:20230717T212232Z
LAST-MODIFIED:20230817T201233Z
UID:79488-1694854800-1694970000@cfany.org
SUMMARY:Insurance Industry Modeling-Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master insurance industry financial  modeling in this 2-day intensive virtual boot camp \nOverview\nThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company \nCFANY.org: $1599Standard Rate: $1999  AgendaPlease note: Each daily session goes from 900 AM – 5:00 PM EST \n\nTopic 1 | INDUSTRY ANALYSIS \n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\nTopic 3 | CASE STUDY: MODELING \n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\nTopic 4 | CASE STUDY: VALUATION \n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\n\n\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\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 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/insurance-industry-modeling/
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:20230916T100000
DTEND;TZID=America/New_York:20230916T170000
DTSTAMP:20260723T201816
CREATED:20230717T205022Z
LAST-MODIFIED:20230719T180638Z
UID:79482-1694858400-1694883600@cfany.org
SUMMARY:SaaS and Recurring Revenue Modeling & Analysis
DESCRIPTION:OverviewPresented by Wall Street Prep \nLed by experienced SaaS-focused investment professionals\, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses \nSpecifically\, trainees will learn the “how” and “why” of modeling a recurring revenue company’s ARR and MRR\, how to contrast these non-GAAP metrics to revenue\, how to perform cohort analyses and analyze churn\, as well as how to analyze unit economics like LTV/CAC to better understand a businesses and to ultimately make better investment decisions. \nCFANY.org: $1199Standard Rate: $1499  Boot Camp DetailsLearning ObjectivesScheduleAdditional DetailsLearning Objectives\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\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\nWho Should Attend \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\n\nPrerequisite \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 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation. \nWho Is This Boot Camp For?\nSell-side analysts and associates\nBuy-side analysts and associates\nMBA students and business undergraduates\nAnyone looking to get a better understanding of research
URL:https://cfany.org/event/saas-and-recurring-revenue-modeling-analysis/
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:20230919T180000
DTEND;TZID=America/New_York:20230919T193000
DTSTAMP:20260723T201816
CREATED:20230626T175239Z
LAST-MODIFIED:20230828T162104Z
UID:78886-1695146400-1695151800@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-22/
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:20230920T090000
DTEND;TZID=America/New_York:20230920T170000
DTSTAMP:20260723T201816
CREATED:20230717T215439Z
LAST-MODIFIED:20230830T210311Z
UID:79496-1695200400-1695229200@cfany.org
SUMMARY:Biotech SOTP Valuation – Wall Street Prep
DESCRIPTION:OverviewPresented by Wall Street Prep \nThis course is an intensive instructor-led training program where trainees learn how to value a clinical-stage\, pre-revenue biotech by building a long-range sum-of-the-parts valuation. Ideal for investment banking\, private equity and VC professionals focusing on the biotechnology industry\, this seminar bridges the gap between academics and the real world and equips trainees with the practical modeling skill set needed to build a biotech SOTP valuation. \nCFANY.org: $799Standard Rate: $999  Who is this boot camp for?\nSell-side analysts and associates\nBuy-side analysts and associates\nMBA students and business undergraduates\nAnyone looking to get a better understanding of research\n\nBoot Camp DetailsWhat You'll LearnScheduleAdditional DetailsWhat You'll Learn\n\nMarket size and revenue benchmarking for a therapeutic asset in clinical development.\nDetermine the appropriate launch curve to achieve full market penetration once a therapy is approved.\nApply the appropriate “probability of success” to a clinical-stage pre-revenue biotech company.\nApply key assumptions and tie together a long-range forecast of multiple products with a DCF analysis.\nBuild-up of operating expenses including a salesforce analysis for a “go-it-alone” marketing strategy.\n\nKey learning objectives include \n\n\n\nOverview of a sum of the parts valuation\nMajor building blocks for a biotech SOTP\nModel assumptions dashboard\nBiotech company lifecycle\nIdentify peak revenue opportunity\nTherapeutic areas overview\nProduct launch timing and uptake curve\nPatent life and loss of exclusivity\nRoad to commercialization\nFDA clinical trials\nBuilding a commercial infrastructure\nCompleting the SOTP\nProbability of success\nFinalizing the valuation model\nValuation sensitivities\n\n\n\nSchedule\nThis virtual training session is scheduled for 9a-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nWho is this bootcamp for? \nThis course is designed for professionals and those pursing a career in the following finance careers: \n\nInvestment Banking\nVenture Capital\nPrivate Equity\n+ Anyone who wants to learn how professionals build a biotech-sum-of-the-parts valuation\n\n\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/biotech-sotp-valuation/
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:20230920T173000
DTEND;TZID=America/New_York:20230921T210000
DTSTAMP:20260723T201816
CREATED:20230815T194938Z
LAST-MODIFIED:20230907T171028Z
UID:79827-1695231000-1695330000@cfany.org
SUMMARY:Introduction to Python for Business and Finance- Cognitir
DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nThis is Cognitir’s standard one-day Intro to Python course (7 hours of instruction) and may be broken up into several days.  \nMember$419if registered by 8/30Non-Member$519if registered by 8/303 Course Bundle$147915if registered by 08/303 Course Bundle$177555if registered by 08/305% discount when purchasing 3 course Cognitir bundle!Course Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: None \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for any professionals who want to gain a hands-on introduction to Python. \nWhat This Course Offers\nA solid Python foundation\nHands-on Python programming experience\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/introduction-to-python-for-business-and-finance-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:20230921T120000
DTEND;TZID=America/New_York:20230921T130000
DTSTAMP:20260723T201816
CREATED:20230815T184742Z
LAST-MODIFIED:20230815T185917Z
UID:79840-1695297600-1695301200@cfany.org
SUMMARY:Financial Issues Forum Presents Diana Henriques
DESCRIPTION:OverviewJoin The Gabelli Center for Global Security Analysis\, in conjunction with the Museum of American Finance\, and CFA Society New York\, for a virtual program with award-winning financial journalist Diana Henriques on her latest book\, Taming the Street: The Old Guard\, the New Deal and FDR’s Fight to Regulate American Capitalism. Taming the Street describes how President Franklin D. Roosevelt battled to regulate Wall Street in the wake of the 1929 stock market crash and the ensuing Great Depression. \nAbout the Author\nDiana B. Henriques is the author of five previous books\, including the New York Times bestseller The Wizard of Lies: Bernie Madoff and the Death of Trust\, which was adapted as an HBO film starring Robert De Niro and was cited in the widely watched Netflix documentary series\, Madoff: The Monster of Wall Street. A staff writer for The New York Times from 1989 to 2012\, she is a George Polk Award winner and a Pulitzer Prize finalist and she has received Harvard’s Goldsmith Prize for Investigative Reporting\, among other honors. \nThe first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis.
URL:https://cfany.org/event/financial-issues-forum-presents-diana-henriques/
LOCATION:Virtual Only
CATEGORIES:Free Webinar,Other Industry Events,Value Investing
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2023/08/2023-Sept21_Financial_Issues_Forum-Henriques.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230925T180000
DTEND;TZID=America/New_York:20230925T193000
DTSTAMP:20260723T201816
CREATED:20230413T195558Z
LAST-MODIFIED:20230517T154308Z
UID:77365-1695664800-1695670200@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-26/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T173000
DTEND;TZID=America/New_York:20230928T210000
DTSTAMP:20260723T201816
CREATED:20230815T200548Z
LAST-MODIFIED:20230816T180819Z
UID:79862-1695835800-1695934800@cfany.org
SUMMARY:Intro to Data Science for Business and Finance (Advanced Python)
DESCRIPTION:Please note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop. This prerequisite Python course takes attendees\, on average\, 8-10 hours to complete and does not need to be completed in one sitting. \nOverviewA two-day virtual course\, Presented by Cognitir. \nThe amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an innovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \nMember$419if registered by 09/06Non-Member$519if registered by 09/063 Course Bundle$128915if registered by 09/063 Course Bundle$157799if registered by 09/065% discount when purchasing 3 course Cognitir bundle!Course Curriculum×Course Curriculum\n\nIntroduction to Data Science for Finance & Fintech\n\n\nWhat is data science\, why is it relevant to finance & fintech?\nApplications of data science to finance & fintech industries\n\n\nThe Data Science Process\n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & recommendations\n\n\nOverview of the Most Common Data Science Methods\n\nSupervised vs. unsupervised learning\n\n\nClassification in Python for Finance & Fintech\n\nWhen to use classification tasks\nOverview and implementation of decision tree classification in Python to\nobtain better customer insights\nEvaluation of classification tasks using accuracy\, confusion matrices\,\nexpected value\, etc.\nVisualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\nSelecting informative attributes via information gain and entropy analyses\n\n\nClustering in Python for Finance & Fintech\n\nWhen to use clustering tasks\nOverview and implementation of k-means clustering in Python to understand\nstock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\n\nBig Data for Finance\n\nWhat is big data and why is big data relevant to finance & fintech\nHow does big data relate to the concepts taught in this course?\nOverview of most common big data technologies\n\n\nWrap-Up and Summary\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: Introduction to Python or the equivalent \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for professionals who want to gain a hands-on introduction to essential data science methods that are utilized in finance and fintech. \nPrerequisitesPlease note that you must have introductory Python programming skills before attending this workshop. \nCognitir offers an online Introduction to Python course that you can enroll in and complete if you don’t have basic Python skills. Our specific\nintroductory Python course is not required; any introductory course is fine. \nWhat This Course Offers\nAn overview of data science methods relevant to finance and fintech\nExplanation of the hype around data science\, machine learning & big data\nHands-on Python programming experience\n\nUnderstanding of effective data visualization techniques using Python\n\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
URL:https://cfany.org/event/intro-to-data-science-for-business-and-finance-advanced-python/
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:20230928T120000
DTEND;TZID=America/New_York:20230928T130000
DTSTAMP:20260723T201816
CREATED:20230815T181204Z
LAST-MODIFIED:20230815T191428Z
UID:79826-1695902400-1695906000@cfany.org
SUMMARY:Financial Issues Forum Presents Joseph Calandro\, Jr. on “The Credit Cycle: Challenges & Solutions”
DESCRIPTION:OverviewThis presentation by Joe Calandro will profile the United States credit cycle and the challenges it poses\, along with a perspective on where we seem to be in the cycle today. He will show the prior credit cycle wave of progressively lower inflation and interest rates began in 1982\, following a historic inflationary trend\, and ended in the year 2020. Mr. Calandro’s analysis suggests that the current (as of mid-2023) credit cycle of waves of progressively higher inflation and interest rates will present strategic risks and opportunities that will increasingly have to be dealt with. To help facilitate this\, he will provide practical suggestions that can be addressed by executives\, investors and employees both today and in the years to come. \nAbout the Speaker\nJoseph Calandro\, Jr. is a managing director of a global consulting firm with over 35 years of broad industry\, consulting\, teaching and research experience in the United States and internationally focusing on strategy/M&A\, business intelligence/analytics and performance/risk management. He is also a Fellow of the Gabelli Center for Global Security Analysis at Fordham University\, a contributing editor of Strategy & Leadership and a member of the non-profit Progress Through Business. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program.
URL:https://cfany.org/event/financial-issues-forum-joseph-calandro-jr/
LOCATION:Virtual Only
CATEGORIES:Free Webinar,Other Industry Events,Value Investing
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2023/08/2023-Sept28_Financial_Issues_Forum-Calandro.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231002T180000
DTEND;TZID=America/New_York:20231002T193000
DTSTAMP:20260723T201816
CREATED:20230518T215412Z
LAST-MODIFIED:20230518T215451Z
UID:78278-1696269600-1696275000@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-11/
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231003T180000
DTEND;TZID=America/New_York:20231003T193000
DTSTAMP:20260723T201816
CREATED:20230612T184317Z
LAST-MODIFIED:20250207T192741Z
UID:78742-1696356000-1696361400@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.  \nPart 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. 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-19/
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:20231004T180000
DTEND;TZID=America/New_York:20231004T193000
DTSTAMP:20260723T201816
CREATED:20230612T183252Z
LAST-MODIFIED:20230612T183252Z
UID:78733-1696442400-1696447800@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-32/
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:20231004T180000
DTEND;TZID=America/New_York:20231004T193000
DTSTAMP:20260723T201816
CREATED:20230518T221525Z
LAST-MODIFIED:20230518T221525Z
UID:78297-1696442400-1696447800@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-32/
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:20231006T120000
DTEND;TZID=America/New_York:20231006T133000
DTSTAMP:20260723T201816
CREATED:20230510T165040Z
LAST-MODIFIED:20230828T150347Z
UID:77953-1696593600-1696599000@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-27/
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:20231010T170000
DTEND;TZID=America/New_York:20231010T180000
DTSTAMP:20260723T201816
CREATED:20231002T183251Z
LAST-MODIFIED:20231002T185024Z
UID:81200-1696957200-1696960800@cfany.org
SUMMARY:Nominations & Board of Directors Info Session
DESCRIPTION:OverviewJoin members from the CFA Society New York Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members. \nThis is a virtual event for members only.
URL:https://cfany.org/event/nominations-board-of-directors-info-session/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231010T180000
DTEND;TZID=America/New_York:20231010T193000
DTSTAMP:20260723T201816
CREATED:20230814T152804Z
LAST-MODIFIED:20230814T152804Z
UID:79812-1696960800-1696966200@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-10-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231016T180000
DTEND;TZID=America/New_York:20231016T193000
DTSTAMP:20260723T201816
CREATED:20230626T174321Z
LAST-MODIFIED:20230626T174321Z
UID:78882-1697479200-1697484600@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-30/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T173000
DTEND;TZID=America/New_York:20231019T210000
DTSTAMP:20260723T201816
CREATED:20230815T202058Z
LAST-MODIFIED:20230816T175520Z
UID:79866-1697650200-1697749200@cfany.org
SUMMARY:Intro to Data Viz and Business Analytics with Microsoft Power BI
DESCRIPTION:OverviewA two-day virtual course\, 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. \nWe 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. \nAt 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. \nMember$419if registered by 09/27Non-Member$519if registered by 09/273 Course Bundle$138415if registered by 09/273 Course Bundle$167675if registered by 09/275% discount when purchasing 3 course Cognitir bundle!Course Curriculum×Course Curriculum\n\nIntroduction to Data Science for Finance & Fintech\n\nWhat is data science\, why is it relevant to finance & fintech\nApplications of data science to finance & fintech industries\n\n\nThe Data Science Process\n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & recommendations\n\n\nOverview of the Most Common Data Science Methods\n\nSupervised vs. unsupervised learning\n\n\nClassification in Python for Finance & Fintech\n\nWhen to use classification tasks\nOverview and implementation of decision tree classification in Python to\nobtain better customer insights\nEvaluation of classification tasks using accuracy\, confusion matrices\,\nexpected value\, etc.\nVisualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\nSelecting informative attributes via information gain and entropy analyses\n\n\nClustering in Python for Finance & Fintech\n\nWhen to use clustering tasks\nOverview and implementation of k-means clustering in Python to understand\nstock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\n\nBig Data for Finance\n\nWhat is big data and why is big data relevant to finance & fintech\nHow does big data relate to the concepts taught in this course?\nOverview of most common big data technologies\n\n\nWrap-Up and Summary\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \nCloseAdditional DetailsWho Is This ForThe target audience for this course is finance and business professionals\, but the skills we teach here are transferable across many disciplines. \n 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.\n\nPrerequisitesThere are no prerequisites for this course\, though some may find it helpful to have experience with Microsoft Excel and Power Query\, as Power BI uses similar formulas and frameworks. \nWhat This Course Offers\nHands-on data visualization experience Microsoft Power BI and its Power Query engine\n\nEvery participant leaves with a working dashboard that they can connect to their organization’s data sources\n\nInsights on how best to automate tedious data workflows with web dashboards\n\nOverview of data sourcing\, preparation\, and visualization pitfalls\n\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\n\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/intro-to-data-viz-and-business-analytics-with-microsoft-power-bi/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T180000
DTEND;TZID=America/New_York:20231101T193000
DTSTAMP:20260723T201816
CREATED:20230612T183520Z
LAST-MODIFIED:20230612T183520Z
UID:78738-1698861600-1698867000@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-34/
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:20231103T120000
DTEND;TZID=America/New_York:20231103T133000
DTSTAMP:20260723T201816
CREATED:20230510T172029Z
LAST-MODIFIED:20230828T150456Z
UID:77961-1699012800-1699018200@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-29/
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:20231107T100000
DTEND;TZID=America/New_York:20231107T110000
DTSTAMP:20260723T201816
CREATED:20231003T132559Z
LAST-MODIFIED:20240102T152734Z
UID:81211-1699351200-1699354800@cfany.org
SUMMARY:What Needs to Change After the Failure of SVB\, Signature\, and First Republic?
DESCRIPTION:OverviewThis panel will explore how the failure of SVB\, Signature\, and First Republic changes how preparers\, users\, and standard setters navigate the banking terrain\, set strategy\, and create shareholder value. \nAgenda10:00 AM | INTRODUCTION \nEthan Heisler\, CFA\, Co-Chair\, Financial Reporting and Analysis Group \n\n10:05 AM | PANEL DISCUSSION \nModerator \nEthan Heisler\, CFA\, Co-Chair\, Financial Reporting and Analysis Group \nPanelists \nGerard Cassidy\, Managing Director\, Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst\, RBC Capital Markets \nKamal Hosein\, CFA\, Head of Fixed Income Strategies & Analytics\, Stifel \nShivaram Rajgopal\, PhD\, Kester and Byrnes Professor\, Columbia Business School \n\n10:55 AM | CLOSING REMARKS
URL:https://cfany.org/event/what-needs-to-change-after-the-failure-of-svb-signature-and-first-republic/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/10/What-Needs-to-Change-After-the-Failure-of-SVB-Gray-tone-1.png
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END:VCALENDAR