BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230925T180000
DTEND;TZID=America/New_York:20230925T193000
DTSTAMP:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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:20260723T220959
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T180000
DTEND;TZID=America/New_York:20231101T193000
DTSTAMP:20260723T220959
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:20260723T220959
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:20260723T220959
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T173000
DTEND;TZID=America/New_York:20231108T190000
DTSTAMP:20260723T220959
CREATED:20230928T134733Z
LAST-MODIFIED:20240603T160937Z
UID:81163-1699464600-1699470000@cfany.org
SUMMARY:2nd Annual Infrastructure Outlook: Data Centers and Student Housing
DESCRIPTION:OverviewAs society has quickly adopted the ‘internet-of-things\,’ 5G\, and cloud computing\, data centers have grown from a niche segment to a critical component of our nation’s Infrastructure. The top four hyperscalers (Microsoft\, AWS\, Google\, and Meta) are expected to invest approximately $1 trillion to keep up with demand\, including from resource-heavy artificial intelligence. Historically this investment was done in-house\, but now external financing is needed to help fill the void. \nSimilarly\, student housing has garnered significant attention and investment in recent years as state and federal governments face increasing budget deficits\, turning to private capital sources to build much-needed accommodation for a growing quality workforce. In the next four years\, over 129 thousand beds are needed in the US at an average price of $100 thousand per bed\, equaling more than $12 trillion of investment. \nThis event will help members understand these two fast growing sectors\, related investment and lending opportunities\, and associated risks. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \nTom Schultz\, CFA\, CAIA\, Principal Investment Analyst\, Cornell University Office of Investments \n\n6:05 PM | PANEL DISCUSSION \nModerator \nMichael Ball\, CFA\, \, Vice Chair of the Alternative Investments Group\, CFA Society New York \nPanelists \nEdward Casserley\, Principal\, Stonepeak \nChea Hart\, Principal\, DigitalBridge \nJim Hennessy\, Managing Director\, Harrison Street \nMichael Tranter\, Managing Director\, Infrastructure Finance\, Sumitomo Mitsui Banking Corporation \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nPatrick Nessenthaler\, CFA\, CAIA\, CRE\, Vice Chair of the Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nLearn what makes these alternative asset classes appealing to investors and lenders.\nLearn who the main data center and student housing owners and tenants are. How do supply and demand look for these sectors?\nLearn the types of data centers (colocation\, build-to-suit\, hyperscale). What is contractually different between these types (tenant lease\, mechanical\, electrical\, plumbing\, and server investments)?\nLearn where data centers are located and why. How are data centers built\, and what are their key design and investment considerations? What are the typical metrics around size? Any ESG considerations?\nLearn which geographic areas have the best growth in university enrollment vs. housing stock imbalance. What local factors enhance or detract from opportunities (credit history\, labor\, supply chain\, NIMBY socioeconomic events\, moratoriums)?\nLearn how are these financed during construction and upon stabilization (infrastructure style\, real estate style\, ABS\, CMBS\, private placement\, etc.).
URL:https://cfany.org/event/2nd-annual-infrastructure-outlook-data-centers-and-student-housing/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/09/Website-Tile-2nd-Annual-Infrastructure-Outlook-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231113T090000
DTEND;TZID=America/New_York:20231114T170000
DTSTAMP:20260723T220959
CREATED:20230629T211117Z
LAST-MODIFIED:20230921T201334Z
UID:78975-1699866000-1699981200@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:OverviewPresented by Wall Street Prep \nThis boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive\, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean\, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed. \nCFANY.org: $1039Standard Rate: $1299  AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDay 1 | THE VBA ENVIRONMENT; START WRITING YOUR OWN CODE! \nOn Day 1\, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \n\nDay 2 | REAL-WORLD APPLICATIONS OF VBA FOR FINANCE  \nOn Day 2\, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease\, how to build your own userforms and controls and how to query a database. \n\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. \nBoot Camp DetailsWho is this bootcamp for?ScheduleAdditional DetailsWho is this bootcamp for?\nThis boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base\, attendees tend to come from the following backgrounds: \n\n\n\nFinancial planning and analysis and treasury\nCorporate finance and business development\nCredit analysts\nQuantitative finance and trading\nSell-side / buy side analysts\n\n\n\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 will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel VBA templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat you’ll need\nPC Laptop with Microsoft Excel installed. If you can only use a Mac\, please set up your Mac to have a Windows environment via a virtual machine app such as Parallels or VMWare Fusion. \n\nCPE Credit\nEarn 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/excel-visual-basic-vba-for-finance-wall-street-prep-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T180000
DTEND;TZID=America/New_York:20231114T193000
DTSTAMP:20260723T220959
CREATED:20230814T152939Z
LAST-MODIFIED:20230814T152939Z
UID:79814-1699984800-1699990200@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-11-2/
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:20231115T180000
DTEND;TZID=America/New_York:20231115T190000
DTSTAMP:20260723T220959
CREATED:20231019T200034Z
LAST-MODIFIED:20240112T162754Z
UID:81380-1700071200-1700074800@cfany.org
SUMMARY:What More Can Quant Bring to Macroeconomic Analysis?
DESCRIPTION:OverviewLearn what quant portfolio managers bring to the analysis of macroeconomic data. What can they add? Which part of their analysis should be handled with kid gloves? \nThis event will be informative for any professional who works with macro-economic data. \nAgenda6:00 PM | INTRODUCTION \nRichard V. Rothenberg Executive Director\, Global A.I. Corporation \n\n6:05 PM | PANEL DISCUSSION \nModerator \nChristos Koutsoyannis\, PhD\, CIO\, Atlas Ridge Capital \nPanelists \nAlex Cheema-Fox\, CFA\, FRM\, Managing Director\, Head of Investor Behavior Research\, State Street Associates \nLorne Johnson\, PhD\, Managing Director\, PGIM Quantitative Solutions \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nRichard V. Rothenberg Executive Director\, Global A.I. Corporation \nAdditional DetailsLearning Outcomes: \nThis event will be informative for any professional who works with macro economic data.
URL:https://cfany.org/event/what-more-can-quant-bring-to-macroeconomic-analysis/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Quantitative Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/10/What-More-Can-Quant-Bring-Tile-Time-Change.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231120T180000
DTEND;TZID=America/New_York:20231120T193000
DTSTAMP:20260723T220959
CREATED:20230626T174440Z
LAST-MODIFIED:20230901T192436Z
UID:78884-1700503200-1700508600@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-31/
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:20231201T120000
DTEND;TZID=America/New_York:20231201T133000
DTSTAMP:20260723T220959
CREATED:20230510T171929Z
LAST-MODIFIED:20230828T193129Z
UID:77960-1701432000-1701437400@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-28/
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:20231204T180000
DTEND;TZID=America/New_York:20231204T193000
DTSTAMP:20260723T220959
CREATED:20230518T215610Z
LAST-MODIFIED:20230902T055744Z
UID:78281-1701712800-1701718200@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-12/
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:20231206T180000
DTEND;TZID=America/New_York:20231206T193000
DTSTAMP:20260723T220959
CREATED:20230612T183407Z
LAST-MODIFIED:20230902T055711Z
UID:78735-1701885600-1701891000@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-33/
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:20231218T180000
DTEND;TZID=America/New_York:20231218T193000
DTSTAMP:20260723T220959
CREATED:20230413T195606Z
LAST-MODIFIED:20230902T092147Z
UID:77364-1702922400-1702927800@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-27/
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:20240124T123000
DTEND;TZID=America/New_York:20240124T183000
DTSTAMP:20260723T220959
CREATED:20231204T181432Z
LAST-MODIFIED:20240628T160827Z
UID:81855-1706099400-1706121000@cfany.org
SUMMARY:10th Annual Sustainable Investing Conference
DESCRIPTION:OverviewA growing number of governments\, global companies\, and institutional investors are rapidly committing to reach carbon neutrality or “net zero” by mid-century\, demonstrating the need for a proactive strategy in response to the challenges presented by climate change. \nExplore the future from this climate-oriented perspective at the 10th annual Sustainable Investing Group Conference and take a closer look at what net zero means for the investment industry. This conference will feature panel discussions led by asset owners and investment managers\, who will address a range of sustainable finance topics. \nHear how asset managers\, asset owners and companies are working towards net zero targets\, delve into data and information challenges surrounding carbon emissions estimates\, learn how impact investing in vulnerable communities is directly related to climate change\, and much more when you kick off your new year at the 10th Annual Sustainable Investing Conference. \nAgenda12:30 PM | REGISTRATION \n\n1:00 PM | OPENING REMARKS \n\n1:10 PM | PANEL: COUNTING CARBON: CALCULATION OF CLIMATE CHANGE CONTRIBUTIONS WITH FINANCED EMISSIONS \nModerator \nEmily Berger\, CFA\, Director of Investment Risk Advisory\, PKF O’Connor Davies LLP \nPanelists \nRich Goode\, Principal\, PWC \nNandini Hampole\, Principal\, ESG Investments\, Bregal Investments  \nJamie Mattison\, Executive Director\, Net Zero Climate Strategy Lead\, Morgan Stanley  \n\n1:50 PM | PANEL: THE FUTURE OF CARBON OFFSETS – A NEED TO EVOLVE \nModerator \nCarolyn Campbell\, VP Sustainability Research\, Morgan Stanley \nPanelists \nStefanie Assaro\, Values-Aligned Investment Strategist\, Aperio/BlackRock  \nJean-Philippe Brisson. Partner\, Latham & Watkins LLC \nMichael Malara\, Vice President\, Macquarie Group \nMatthew Sherwood\, PhD\, CEO & CIO\, Pothos Partners\, LLC \n\n2:30 PM | BREAK \n\n2:45 PM | PANEL: THE FUTURE OF ESG DATA: REGULATORY PERSPECTIVE \nModerator \nAnne van Riel\, Head Sustainable Finance Capital Markets\, BNP Paribas \nPanelists  \nHernando Cortina\, CFA\, Managing Director\, Head of Index Strategy\, ISS ESG \nRyan Mensing\, Executive Director\, Global Head of Policy\, Government and Regulatory Affairs\, MSCI \nJoe Schuhow\, Senior ESG Advisor\, RepRisk \n\n3:25 PM | PANEL: ASSET OWNER PERSPECTIVE: DIVERSE VIEWS AND CLIMATE ACTION \nModerator \nAdam Phillips\, Managing Director / Head of Energy Transition & Disruptive Technologies\, Newport Advisory Partners \nPanelists \nHumaira Faiz\, Mission Investments Manager\, W.K. Kellogg Foundation  \nChris Fowle\, Head of ESG Strategy & Integration\, Guardian Life \nBhakti Mirchandani\, Managing Director\, Responsible Investing\, Trinity Church Wall Street \nSteven Rothstein\, Managing Director\, Ceres Accelerator\, Ceres \n\n4:10 PM | MOBILIZING THE TRILLIONS: THE ROLE AND LIMITATIONS OF NET ZERO PLEDGES \nLisa Sachs\, Director\, Columbia Center on Sustainable Investment \n\n4:30 PM | ESG VS IMPACT: A STAKEHOLDER PERSPECTIVE ON STEWARDSHIP & ENGAGEMENT  \nModerator \nAndrew Howell\, CFA\, FSA\, Head of Research\, Environmental Defense Fund \nPanelist \nMiguel CuUnjieng\, Vice President\, Corporate Engagement\, Calvert Research and Management \nEmily DeMasi\, Lead\, North America\, EOS at Federated Hermes \n\n5:25 PM | CLOSING REMARKS \n\n5:30 PM | NETWORKING RECEPTION \nGold SponsorsSilver SponsorsBronze Sponsors
URL:https://cfany.org/event/10th-annual-sustainable-investing-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/11/Image20240103111624.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240201T160000
DTEND;TZID=America/New_York:20240201T170000
DTSTAMP:20260723T220959
CREATED:20230823T204032Z
LAST-MODIFIED:20240628T160533Z
UID:80018-1706803200-1706806800@cfany.org
SUMMARY:Cannabis 101: Public to Private and Everything In Between
DESCRIPTION:Overview2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy? How do those trends mirror/differ from those of other legal cannabis states? What opportunities exist for investors exploring the cannabis sector? What idiosyncrasies and regulatory nuances should investors be aware of before deploying capital? Join cannabis industry experts to discuss these topics and more! \nPresented in conjunction with the CAIA Association.  \nAgenda4:00 PM | INTRODUCTION \n\n4:05 PM | PANEL DISCUSSION \nModerator \nJordan Youkilis\, Founding Partner\, KEY Investment Partners \nPanelists \nDan Ahrens\, Managing Director & COO\, AdvisorShares \nMina Mishrikey\, CFA\, Partner\, Head of Investments\, Merida Capital Holdings \nChris Reece\, CFA\, CEO/Founder\, MJ REIT \nMara Sheldon\, Principal\, Squire Patton Boggs \nPatrick Unzicker\, CPA\, CFO\, PharmaCann Inc. \n\n4:50 PM | Q&A
URL:https://cfany.org/event/cannabis-101-public-to-private-and-everything-in-between/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/08/Cannabis-101-Public-to-Private-and-Everything-In-Between-2-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240205T180000
DTEND;TZID=America/New_York:20240205T193000
DTSTAMP:20260723T220959
CREATED:20231205T144533Z
LAST-MODIFIED:20231205T144533Z
UID:81872-1707156000-1707161400@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-13/
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:20240207T180000
DTEND;TZID=America/New_York:20240207T193000
DTSTAMP:20260723T220959
CREATED:20231205T171101Z
LAST-MODIFIED:20240201T173311Z
UID:81906-1707328800-1707334200@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-33/
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:20240207T180000
DTEND;TZID=America/New_York:20240207T193000
DTSTAMP:20260723T220959
CREATED:20231205T142826Z
LAST-MODIFIED:20231205T142826Z
UID:81860-1707328800-1707334200@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-36/
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:20240209T120000
DTEND;TZID=America/New_York:20240209T133000
DTSTAMP:20260723T220959
CREATED:20240103T193836Z
LAST-MODIFIED:20240125T165117Z
UID:82371-1707480000-1707485400@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-10/
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
END:VCALENDAR