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DTSTART;TZID=America/New_York:20200730T120000
DTEND;TZID=America/New_York:20200730T130000
DTSTAMP:20260715T011901
CREATED:20200715T165514Z
LAST-MODIFIED:20200715T193805Z
UID:62009-1596110400-1596114000@cfany.org
SUMMARY:The Money Hackers: How a Group of Misfits Took on Wall Street and Changed Finance Forever
DESCRIPTION:OverviewThe Centennial Speaker Series presents a moderated conversation with Dan Simon\, author of The Money Hackers: How a Group of Misfits Took on Wall Street and Changed Finance Forever. Dan will discuss “Innovation in Crisis” in a conversation with Museum of American Finance president David Cowen. \nThe first 100 attendees to login to the webinar will receive a free e-book\nof Money Hackers. \nAgenda12:00 PM | WELCOMING REMARKS \n\nJames Kelly\, Director\, Gabelli Center for Global Security Analysis\, Fordham University \n\n\n12:05 PM | SPEAKER INTRODUCTION \n\nDavid Cowen\, President and CEO\, Museum of American Finance \n\n\n12:08 PM | DISCUSSION \n\nDaniel P. Simon\, Author\, The Money Hackers: How a Group of Misfits Took on Wall Street and Changed Finance Forever \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nDavid Cowen\, President and CEO\, Museum of American Finance \n\nHosted by
URL:https://cfany.org/event/the-money-hackers-how-a-group-of-misfits-took-on-wall-street-and-changed-finance-forever/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200803T180000
DTEND;TZID=America/New_York:20200803T184500
DTSTAMP:20260715T011901
CREATED:20200508T211502Z
LAST-MODIFIED:20200730T174342Z
UID:60437-1596477600-1596480300@cfany.org
SUMMARY:Private and Co-Investment Risks and Opportunities
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from senior private banking executive Itay Blasenheim\, Global Head of Direct Private Investments\, Citi Private Bank\, about where private market valuations make sense\, and where they don’t. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nThomas Collimore\, CFA\, Head of Institutional Relationships\, CFA Institute \n\n\nInterviewee\nItay Blasenheim\, Global Head of Direct Private Investments\, Citi Private Bank \n\n\n6:30 PM | Q&A FROM AUDIENCE \n\n6:45 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKris Thiessen\, CFA\, CAIA\, EA\, Chair – Board of Directors\, CFA Society New York; Founder & Managing Partner\, Helix Management \n\nAdditional DetailsLearning Outcomes \n\nPrivate equity due diligence\nPrivate investment strategy\nCo-investment risks
URL:https://cfany.org/event/private-and-co-investment-risks-and-opportunities/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200804T173000
DTEND;TZID=America/New_York:20200805T210000
DTSTAMP:20260715T011901
CREATED:20200423T211042Z
LAST-MODIFIED:20200716T211447Z
UID:60020-1596562200-1596661200@cfany.org
SUMMARY:Introduction to Python
DESCRIPTION:OverviewA two-day virtual conference\, hosted by CFA Society New York & CFA Society Boston. \nPresented by Cognitir \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game . \nStandard Rate\n$519 Members | $623 Nonmembers \nCourse Curriculum×Course CurriculumIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and SummaryCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsLearning Outcomes Statement \n\nWhat This Course Offers\n\n\n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/introduction-to-python/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200805
DTEND;VALUE=DATE:20200808
DTSTAMP:20260715T011901
CREATED:20200530T211334Z
LAST-MODIFIED:20210324T204752Z
UID:60998-1596585600-1596844799@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.What's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200810T180000
DTEND;TZID=America/New_York:20200810T190000
DTSTAMP:20260715T011901
CREATED:20200512T201942Z
LAST-MODIFIED:20200810T165631Z
UID:60538-1597082400-1597086000@cfany.org
SUMMARY:How is the World Bank Managing Assets Amid the Crisis?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from Tapiwa Sikipa\, Senior Portfolio Manager in the World Bank Treasury\, about how they are handling the current crisis. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nAriel Fromer Babcock\, CFA\, Managing Director\, FCLTGlobal  \n\n\nInterviewees\nTapiwa Sikipa\, Senior Portfolio Manager\, World Bank Treasury \nHeike Reichelt\, Head\, Investor Relations and Sustainable Finance\, Capital Markets and Investment\, World Bank Treasury \n\n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\n Kevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager search and selection\nBeneficiary benefits
URL:https://cfany.org/event/how-is-the-world-bank-managing-assets-amid-the-crisis/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200812
DTEND;VALUE=DATE:20200815
DTSTAMP:20260715T011901
CREATED:20200608T144216Z
LAST-MODIFIED:20210324T204751Z
UID:61142-1597190400-1597449599@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 10AM – 6PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 10am to 6pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-aug12/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200812T110000
DTEND;TZID=America/New_York:20200812T120000
DTSTAMP:20260715T011901
CREATED:20200720T220831Z
LAST-MODIFIED:20200807T212257Z
UID:62069-1597230000-1597233600@cfany.org
SUMMARY:Sustainability-Linked Bonds: A Pathway to a Lower Carbon Economy
DESCRIPTION:OverviewSince the first sustainability-linked bond was issued by Italian energy company ENEL in September 2019\, sustainability bonds and/or loan facilities have gained traction and more issuances are expected in the future. Green bonds—or social bonds—are issued for the specific purpose of funding or financing particular environmental or sustainable projects. In a departure from the established “use of proceeds” model for green\, social and sustainable bonds\, sustainability-linked bond proceeds are not earmarked for specific projects. Rather the pricing of the bond or loan facility is linked to certain sustainability targets evidencing the issuer’s commitment to a more sustainable future for its business and potentially helping companies make a gradual shift away from fossil fuels. For example\, if environmental and sustainability targets such as reducing food waste or cutting carbon emissions are met\, a decrease in the interest rate on the financing may follow\, or if the targets are not met\, the interest rate may ratchet up. In the Enel transaction\, if ENEL fails to hit its target of increasing its renewable power generation from 45.9% at the time of issuance to 55% by the end of 2021\, it would have to pay a 25 bps coupon step-up. Sustainability-linked financings\, can also be a useful tool to encourage brown industries to shift to sustainable practices given the pressing need to address climate change\, while maintaining accountability and demonstrating clear impact. Even as new issues are gaining traction\, the efficacy of sustainability-linked bonds is still being debated and there are concerns that these might be suppressing green bond issuances and leading to greenwashing. Against this backdrop\, on June 9\, 2020 a working group of the International Capital Markets Association (ICMA) released the Sustainability-Linked Bond Principles that offers issuers and investors a set of best practices and guidelines when issuing sustainability-linked bonds. \nAgenda11:00 AM | WELCOMING REMARKS \n\nHenry Shilling\, Founder and Director of Research\, Sustainable Research and Analysis LLC \n\n\n11:05 AM | PANEL DISCUSSION \n\nModerator \nJoshua Linder\, CFA\, Credit Analyst\, APG Asset Management \n\nPanelists \nAlessia Falsarone\, SASB FSA\, Managing Director\, Head of Sustainable Investing\, Sr. Portfolio and Risk Strategist\, PineBridge Investments \nMarilyn P. Ceci\, Managing Director and Global Head of ESG Debt Capital Markets; Head of Green Bonds\, J.P. Morgan Corporate & Investment Bank \nVishal Khanduja\, CFA\, Director of Investment Grade Fixed-Income Portfolio Management and Trading\, Eaton Vance Management \n\n\n11:45 AM | Q&A \n\n12:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nHenry Shilling\, Founder and Director of Research\, Sustainable Research and Analysis LLC \n\nAdditional DetailsLearning Outcomes \n\nLearn about the nature of sustainability-linked bonds and their structure.\nLearn about the role of sustainability-linked bonds in the transition to a low carbon economy; how these fit into sustainable investing.\nUnderstand who invests in these bonds and their considerations are.\nGain insights into how these bonds are priced and how they have been performing.
URL:https://cfany.org/event/transitional-bonds-a-pathway-to-a-lower-carbon-economy/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200813T140000
DTEND;TZID=America/New_York:20200813T150000
DTSTAMP:20260715T011901
CREATED:20200727T203610Z
LAST-MODIFIED:20200727T204200Z
UID:62126-1597327200-1597330800@cfany.org
SUMMARY:Building a Diverse Talent Pipeline: Prepare\, Recruit\, Promote\, and Retain Equally
DESCRIPTION:OverviewHosted by CFA Institute\,  CFA Society Colorado and Women in Public Finance \nJoin us for a conversation with leading women in the financial services industry that will be equally relevant for students and employers. \nExplore ways for students to take early ownership of their careers\, learn about the variety of career paths available\, and understand the value of working in finance. We will also discuss how organizations can frame their student outreach to attract those who have yet to learn about the options available in finance. \nFeaturingElizabeth Funk\, Managing Director\, Debt Capital Markets\, Hilltop Securities \n\nSamantha T. Grant\, CFA\, Consultant\, Marquette Associates \n\nAmy C. McGarrity\, CFA\, ​Chief Investment Officer\, Public Employees’ Retirement Association of Colorado (Colorado PERA) \nAdditional DetailsLearning Outcome Statements \n\nHow do we foster inclusion and diversity in our industry?\nWhat can we do to create the next generation of diverse finance professionals?\nWhat strategies and tactics can prepare candidates for recruitment\, promotion\, and a successful career?
URL:https://cfany.org/event/building-a-diverse-talent-pipeline-prepare-recruit-promote-and-retain-equally/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200817T180000
DTEND;TZID=America/New_York:20200817T190000
DTSTAMP:20260715T011901
CREATED:20200706T141800Z
LAST-MODIFIED:20200813T165504Z
UID:61881-1597687200-1597690800@cfany.org
SUMMARY:Where One Sovereign Fund is Allocating to Alternatives
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nThe CIO of Alaska Permanent\, Marcus Frampton\, CFA\, shares the values he is finding in the alternatives space. He will be interviewed by CAIA’s Bill Kelly. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nWilliam (Bill) J. Kelly\, Chief Executive Officer\, CAIA Association \n\n\nInterviewee\nMarcus Frampton\, CFA\, CAIA\, FRM\, Chief Investment Officer\, Alaska Permanent Fund \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM | CLOSING REMARKS AND ADJOURNMENT \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nPrivate equity due diligence\nPrivate investment strategy\nCo-investment risks
URL:https://cfany.org/event/where-one-sov-fund-allocating-alternatives/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200819
DTEND;VALUE=DATE:20200822
DTSTAMP:20260715T011901
CREATED:20200626T190715Z
LAST-MODIFIED:20210324T204751Z
UID:61741-1597795200-1598054399@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 10AM – 6PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 8am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-aug19/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200824T083000
DTEND;TZID=America/New_York:20200824T093000
DTSTAMP:20260715T011901
CREATED:20200708T160734Z
LAST-MODIFIED:20200813T172446Z
UID:61923-1598257800-1598261400@cfany.org
SUMMARY:How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nDynastic family wealth requires an exceptionally long term view. Hear from one Indian family that takes a very long term view of the local markets and macro trends. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda8:30 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n8:35 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nPravin Raveendran\, CEO\, AssetOwner.CO \n\n\nInterviewee\nNitai Utkarsh\, Lead – Investment Strategy & Chairman’s Family Office\, Hero MotoCorp\, Ltd. \n\n\n9:15 AM | Q&A FROM AUDIENCE \n\n9:30 AM |  CLOSING REMARKS \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nInsights on Asset Allocation for Wealthy Families\nInsights on Concentrated Asset Diversification
URL:https://cfany.org/event/how-one-of-indidas-wealthiest-fams-views-local-markets-longterm/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200826T120000
DTEND;TZID=America/New_York:20200828T200000
DTSTAMP:20260715T011901
CREATED:20200511T143329Z
LAST-MODIFIED:20210324T204754Z
UID:60457-1598443200-1598644800@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 12PM – 8PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 12pm to 8pm EST. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-aug26/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200827T110000
DTEND;TZID=America/New_York:20200827T123000
DTSTAMP:20260715T011901
CREATED:20200811T221208Z
LAST-MODIFIED:20200819T154910Z
UID:62394-1598526000-1598531400@cfany.org
SUMMARY:Veterans In Finance
DESCRIPTION:OverviewIn the finance sector\, leadership and teamwork are integral\, as are skills related to decision-making and risk management. These very same skills and characteristics are honed over the course of a military career\, often producing Military Veterans who are driven\, organized\, adaptable and detail-oriented in nature. \nBy no coincidence\, employers within the financial sector actively recruit and seek to add Veterans to their company ranks\, providing those with military backgrounds a savvy career option where initial compensation can be generous\, and advancement and renumeration are based on performance rather than seniority — a notable and refreshing quality for any industry you’d like to break into. \nAgenda11:00 AM | OPENING REMARKS \n\nWon Palisoul\, Chair of Veterans Roundtable \n\n\n11:10 AM | KEYNOTE REMARKS \nIntroduced by Chris Mendez\, GC/CCO\, Commonwealth Asset Management \n\nShaun Wurzbach\, Managing Director\, S&P Dow Jones Indices \n\n\n11:25 AM | BREAK \n\n11:30 AM | PANEL DISCUSSION \nIntroduced by Won Palisoul\, Chair of Veterans Roundtable \n\nModerator \nJeannie Santiago\, Director of Recruiting at Lee\, Nolan & Koroghlian\, LLC – MassMutual \nPanelists \nMike Molitoris\, CRPC®\, MBA\, MIMFA\, Founder & CEO\, Flagship Wealth Management Group \nDaniel Tripp\, CFP\, Founder & Financial Planner\, Thirty Mile Financial \nAndrew Zaro\, President & Financial Advisor\, Granite Wealth Management \n\n\n12:15 PM |  Q&A \n\n12:25 PM | CLOSING REMARKS  \n\nWilliam A. Sweet\, Chief Financial Officer\, Ritholtz Wealth Management \n\nAdditional DetailsAreas of Focus \n\nCareers in Finance\nMilitary Leadership\nVeterans Hiring Initiatives \nCreating a Strong Veteran Culture \nVeterans Retention \nSupporting Employees in the National Guard or Reserves
URL:https://cfany.org/event/veterans-in-finance/
LOCATION:Virtual Only
CATEGORIES:Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200831T120000
DTEND;TZID=America/New_York:20200831T130000
DTSTAMP:20260715T011901
CREATED:20200427T215800Z
LAST-MODIFIED:20200813T171042Z
UID:60122-1598875200-1598878800@cfany.org
SUMMARY:A Candid View of China's Markets
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nWinston Ma\, CFA\, Esq.\, a former Managing Director of China Investment Corporation (CIC) will share an unvarnished view into this huge\, and challenged\, economy. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nHan Yik\, Head of Institutional Investors\, World Economic Forum \n\n\nInterviewee\nWinston Ma\, CFA\, Esq.\, Former Managing Director\, China Investment Corporation (CIC) \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset allocation strategy\nManager search and selection\nPublic and private market strategies
URL:https://cfany.org/event/a-candid-view-of-chinas-markets/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200902T130000
DTEND;TZID=America/New_York:20200902T143000
DTSTAMP:20260715T011901
CREATED:20200212T223105Z
LAST-MODIFIED:20200901T142946Z
UID:58683-1599051600-1599057000@cfany.org
SUMMARY:The Future of (A Return To) Work
DESCRIPTION:OverviewAre you wondering how the new normal will look for a return to work? What are the top firms doing to plan to keep their people safe? Join our experts to gain insights into these questions and more. Our experts will share their thoughts on everything from providing sufficient PPE to making sure policies and procedures are in place to ensure the safety of everyone. The consequences don’t just apply to the return to the office\, but will likely bring about permanent changes in the way we work. This session will launch an industry-wide survey on the future of work\, for which the results will be released at our next event about the workplace. CFA Society New York members and financial professionals will benefitfrom hearing a diverse set of views from established market participants. CFA Society New York is providing our community the ability to hear from market experts and more importantly\, provide the ability to ask questions during this period of social distancing.  \nAgenda1:00 PM | WELCOMING REMARKS \n\nTim Frazier\, SVP\, Director of Sales & Marketing\, Concertiv \n\n\n1:05 PM |  KEY TOPICS INTRODUCTION \n\nAnupam Singhal\, Senior Vice President\, Partnerships\, Topia \n\n\n1:15 PM | PANEL DISCUSSION & Q&A \n\nModerator \nNkrumah Pierre\, Director\, Business Development & Head of Friends of the Firm Project Firm\, EisnerAmper \nPanelists \nLindsay Calautti\, Global HR Business Partner for Fixed Income\, Currencies and Commodities\, and Global Senior Relationship Management\, RBC Capital Markets \nWilma Nacion\, Global Head of Human Resources\, Marathon Asset Management L.P. \nRipa Rashid\, Managing Director\, Head of Inclusion and Diversity\, Cowen \nBrian Rosenblatt\, Chief Operating Officer\, General Counsel\, Wildcat Capital Management\, LLC \n\n\n2:25 PM |  CLOSING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Director\, Fidelis Capital LLC. \n\nAdditional DetailsLearning Outcomes \n\nExchange of views\nIdeas & challenges to returning to the office \nUnderstand what the top firms are planning \nThought leadership by practitioners
URL:https://cfany.org/event/cyber-technology-third-party-risk-management/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200908T110000
DTEND;TZID=America/New_York:20200908T120000
DTSTAMP:20260715T011901
CREATED:20200714T181402Z
LAST-MODIFIED:20200902T235000Z
UID:61994-1599562800-1599566400@cfany.org
SUMMARY:What One LATAM Central Bank Reserve Fund Manager Thinks about the Crisis
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHector Resendiz\, CFA\, of Mexico’s Central Bank will be interviewed by Jo Paisley of GARP. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda11:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n11:05 AM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nJo Paisley\, Co-President\, GARP Risk Institute (GRI) \n\n\nInterviewee\nHector Resendiz\, CFA\, Deputy Manager – Investment Risks\,  Central Bank of Mexico \n\n\n11:45 AM | Q&A FROM AUDIENCE \n\n12:00 PM |  CLOSING REMARKS \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager Search & Selection\nInvestment Policy
URL:https://cfany.org/event/what-one-latam-central-bank-reserve-fund-mgr-thinks-about-crisis/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200909T183000
DTEND;TZID=America/New_York:20200909T193000
DTSTAMP:20260715T011901
CREATED:20200811T193647Z
LAST-MODIFIED:20200908T161300Z
UID:62388-1599676200-1599679800@cfany.org
SUMMARY:Rising Dragons: Chinese Big Tech and Their Global Ambitions
DESCRIPTION:OverviewThe geopolitical rise of China has been accompanied by the meteoric rise of a handful of mega-cap Chinese technology companies. Will these category-killers stop in the Pac Rim\, or will their dominance expand abroad to challenge the large U.S. firms? \nAgenda6:30 PM | WELCOMING REMARKS \n\nMartin Pomp\, CFA\, Co-Chair\, Global Investing Group \nMary Wadsworth Darby\, Chief Representative\, CKGSB Americas  \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nLyric Hughes Hale\, Editor-in-chief\, EconVue \nPanelists \nAndrew Bishop\, Partner\, Global Head of Policy Research\, Signum Global Advisors \nWilson Liu\, CFA\, CPA\, Founder\, Chairman\, Chief Executive Officer\, Etao International Group Inc. \nProfessor Wei Li\, Professor of Economics\, Associate Dean of English MBA\, Director of the Case Center\, Director of the China Economy and Sustainable Development Center\, CKGSB \n\n\n7:20 PM | Q&A \n\n7:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nMartin Pomp\, CFA\, Co-Chair\, Global Investing Group \n\nAdditional DetailsLearning Outcomes \n\nOverview of the rise and dominance of the handful of Big Tech firms from China.\nHow they compete overseas\, and what this means for global equity investors.\nHow their global ambitions may affect competitors\, and whether non-Chinese governments may attempt to stop their proliferation (e.g. Huawei).
URL:https://cfany.org/event/rising-dragons-chinese-big-tech-and-their-global-ambitions/
LOCATION:Virtual Only
CATEGORIES:Conference / Seminar,Global Investing Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200914T120000
DTEND;TZID=America/New_York:20200914T130000
DTSTAMP:20260715T011901
CREATED:20200812T200742Z
LAST-MODIFIED:20200902T235501Z
UID:62402-1600084800-1600088400@cfany.org
SUMMARY:One Wealthy Family’s Journey to Investing With Purpose
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nTamara Larsen\, Executive Director\, Head of Mission Aligned Investing\, Agility/Perella Weinberg Partners \n\n\nInterviewee\nValerie Rockefeller\, Chair of the Board of Directors\, Rockefeller Brothers Fund \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Selection\nInvestment Policy
URL:https://cfany.org/event/one-wealthy-familys-journey-to-investing-with-purpose/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200916T170000
DTEND;TZID=America/New_York:20200916T180000
DTSTAMP:20260715T011901
CREATED:20200807T220057Z
LAST-MODIFIED:20200820T174332Z
UID:62344-1600275600-1600279200@cfany.org
SUMMARY:Become a Society Leader: Board\, Committees\, Interest Groups
DESCRIPTION:Overview This event is an informational session\, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and the election process for the Board of Directors and Nominations Committee at CFA Society New York. You will meet the current leadership team\, gain insight into the formative role that the direct involvement of volunteers like you plays toward CFA Society New York’s mission and vision\, and appreciate how driving thought leadership—and elevating CFA Society New York’s status as a leading forum in the investment community—will not only support Society membership at large\, but have profound impacts on both your personal and professional life. \nAs one of the largest member societies of the CFA Institute and a leading forum for the investment community\, CFA Society New York is committed to promoting the highest professional standards in the investment industry. CFA Society New York  has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFA Society New York promulgates and upholds.  \nIn addition\, fairly recent corporate governance changes have created a catalytic environment for CFA Society New York members to get involved and lend their own vision to that of the leading-edge developments at CFA Society New York\, and to elevate the organization to be the foremost of its kind for the investment community.  \n\nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nThis program will provide: \nAn introduction to CFANY\, the current leadership team\, its mission and construct. \nInformation about the leadership structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy. \nInformational presentation followed by a Q&A session. \n\nCandidate Application Forms
URL:https://cfany.org/event/become-a-society-leader-board-committees-interest-groups/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200917T160000
DTEND;TZID=America/New_York:20200917T170500
DTSTAMP:20260715T011901
CREATED:20200804T051009Z
LAST-MODIFIED:20200909T191503Z
UID:62264-1600358400-1600362300@cfany.org
SUMMARY:Fifth Annual Global Macro Outlook
DESCRIPTION:OverviewMacroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies\, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition\, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape. \nAgenda4:00 PM | OPENING REMARKS \n\nDavid Motsonelidze\, CFA\, Director of Macro Strategy\, Stifel \n\n\n4:05 PM | PANEL DISCUSSION \n\nModerator \nGary Regenstreif\, Executive Editor\, S&P Global Market Intelligence \nPanelists \nDiana Amoa\, CFA\, Managing Director / Global Fixed Income Portfolio Manager\, JP Morgan Asset Management \nGabriele Foà\, Portfolio Manager\, Algebris Investments  \nMichael Ponikiewicz\, Vice President\, Portfolio Manager\, Multi-Asset Class Strategies\, Acadian Asset Management \nAlessio de Longis\, CFA\, Head of GTAA Solutions\, Senior Portfolio Manager\, Invesco \nAnthony Woodside\, CFA\, FRM\, Global Fixed Income Portfolio Manager\, Neuberger Berman \n\n\n4:50 PM | Q&A \n\n5:05 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAnna Sembos\, PhD\, CFA\, Managing Director\, CIFC Asset Management \n\nAdditional DetailsLearning Outcomes \n\nJoin us on September 17th to be part of the discussion covering:\nWhat are the key macro trends today?\nWhat are the dominant political and economic forces that speakers foresee impacting markets in the future?\nHow is macro strategy implementation changing?\nWhy have many macro managers struggled to generate attractive returns over the course of the past few years?\nWhat investment opportunities do the speakers see across commodities\, interest rates\, equities and foreign exchange?
URL:https://cfany.org/event/fifth-annual-global-macro-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200917T183000
DTEND;TZID=America/New_York:20200917T200000
DTSTAMP:20260715T011901
CREATED:20200910T042502Z
LAST-MODIFIED:20200916T183046Z
UID:62849-1600367400-1600372800@cfany.org
SUMMARY:Day in the Life Career Event Series: Corporate & Investment Banking
DESCRIPTION:OverviewDay in the Life Career Event Series\nWe are excited to launch our “Day in the Life” Career Event Series which aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services\, exchange ideas\, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other. \nCorporate & Investment Banking\nJoin us to get an overview of the Corporate & Investment Banking industry as we invite members of CFA Society New York to share their roles\, day-to-day tasks\, recent deals and more. We will discuss the various coverage and product groups that make up the department and hear the recent industry trends that are impacting the industry. \nGroup Description×Group Description \nThe Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students\, exam candidates\, and recent charterholders) to develop their professional and leadership skills\, facilitate in the building of new relationships\, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials\, industry panel discussions\, career development workshops\, among other events\, \nIf you would like to participate in this group\, or attend industry events\, career development workshops\, speaker series\, and networking opportunities\, please contact us at ylg@cfany.org\, to be added to the Young Leaders distribution list or join our LINKEDIN GROUP. \nCloseSpeakers\nRodrigo Cortez\, CFA – Investment Banking (Power\, Energy & Renewables) at Guggenheim \nJessica Grima – Global Corporate Banking \nEva Liang\, CFA – Corporate Banking (Leveraged Finance) at Sumitomo Mitsui Banking Corporation \nJonathan Wadowski – Investment Banking (Financial Institutions Group) at Macquarie Capital \n\nAdditional DetailsLearning Outcomes \n\nOverview of the corporate & investment banking industry\nDiscuss the various coverage and product groups in banking\nHear recent industry trends and transactions\nNetwork with other banking professionals\n\nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nRodrigo Cortez\, CFA\, Investment Banking (Power\, Energy & Renewables\, Guggenheim \nJonathan Wadowski\, Investment Banking (Financial Institutions Group)\, Macquarie Capital \nEva Liang\, CFA\, Corporate Banking (Leveraged Finance)\, Sumitomo Mitsui Banking Corporation \nJessica Grima\, Global Corporate Banking\, J.P. Morgan \n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTIO
URL:https://cfany.org/event/day-in-the-life-career-event-series-corporate-investment-banking/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200921T120000
DTEND;TZID=America/New_York:20200921T130000
DTSTAMP:20260715T011901
CREATED:20200828T162224Z
LAST-MODIFIED:20200921T191425Z
UID:62613-1600689600-1600693200@cfany.org
SUMMARY:What the Sovereign Fund from the Least Corrupt Country Thinks About ESG and More
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nTransparency International named Denmark the least corrupt country. Hear from Morten Kjærgaard\, Danmarks Nationalbank as he is interviewed by Soren Elbech of JP Morgan. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nSøren Elbech\, Head of Supranationals\, J.P. Morgan \n\n\nInterviewee\nMorten Kjærgaard\, Head of Reserve Management\, Danmarks Nationalbank \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search\nInternational Investments
URL:https://cfany.org/event/what-the-sov-fund-from-least-corrupt-country-thinks-abt-esg/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200922T130000
DTEND;TZID=America/New_York:20200922T143000
DTSTAMP:20260715T011901
CREATED:20200720T164553Z
LAST-MODIFIED:20200922T191055Z
UID:62056-1600779600-1600785000@cfany.org
SUMMARY:Epidemiology of Volatility Transmission and Regime Change Risk Models
DESCRIPTION:OverviewThere are common pathways in the transmission of viruses and volatility. Volatility\, like infectious disease\, is transmitted through common sources of infection. Sources of volatility transmission include investor psychology\, market contagion\, and liquidity pressures. The science of epidemiology\, the Kermack-McKendrick SIR Model (1927) and “Reproduction Ratio” are useful mechanisms to examine market contagion and volatility spikes – both UP and down. \nMost quantitative risk models fail to detect regime changes. Because quant alpha and risk models rely heavily on historical data\, off-the-shelf risk models are unable to rapidly respond to exogenous epochs like novel coronavirus (COVID-19). This presentation will discuss these issues. It will further demonstrate how asset managers are using Machine Learning to uncover correlated sources of risk and classify and monetize differentiated sources of potential alpha in ways that quantitative risk models cannot handle. \nAgenda1:00 PM | WELCOMING REMARKS \n\nRichard E. Ottoo\, PhD\, CFA\, FRM\, Vice President\, Certifications and Educational Programs Group/FRM Program\, Global Association of Risk Professionals \n\n\n1:05 PM | KEYNOTE SPEAKER \n\nRichard P. Roche\, CAIA\, Managing Director\, Little Harbor Advisors\, LLC \n\n\n1:30 PM | Q&A \n\n1:45 PM | BREAK \n\n1:50PM | KEYNOTE SPEAKER \n\nSteven J. Lerit\, CFA\, Client Portfolio Manager\, Washington Crossing Advisors \n\n\n2:15 PM | Q&A \n\n2:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nRichard E. Ottoo\, PhD\, CFA\, FRM\, Vice President\, Certifications and Educational Programs Group/FRM Program\, Global Association of Risk Professionals \n\nAdditional DetailsLearning Outcomes \n\nExplain Viral/Volatility Epidemiological Model (Kermack-McKendrick SIR)\nDiscuss virus and VOL super-spreaders and the common vectors of transmission\nUnderstand why most quantitative risk models fail to detect regime change\nUnderstand fat-tail\, multi-asset class and turbulence-enhanced risk models\nDescribe how to identify and highlight unknown risk exposures\nAnalyze monthly economic sector returns and sector correlation heat maps
URL:https://cfany.org/event/the-evolution-of-machine-learning-in-investment-management/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200923
DTEND;VALUE=DATE:20200926
DTSTAMP:20260715T011901
CREATED:20200530T182739Z
LAST-MODIFIED:20200626T203924Z
UID:60996-1600819200-1601078399@cfany.org
SUMMARY:Introduction to Project Finance Modeling
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up- the way it’s done on the job. \nTaught by experienced project finance professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \n\nLearn the key principles of Project Finance\nBuild a project finance transaction model from the ground up\nUnderstand commonly used project financing structures\nIncludes Excel Project Finance model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course SyllabusPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\n\nIntroduction to Project Finance\nThis section provides a conceptual overview of project finance and is intended to provide students with the basic understanding of the financial structure of the Project Finance Model Case Study. \n\nWhat is project finance\nDifference between project finance and corporate finance\nProject finance structure\nProject finance risks and risk changes over time\nConstraints to project finance investment\nSources of project finance\n\nProject revenues and costs\nDebt financing instruments and characteristics\nEquity financing and characteristics\n\n\nIntroduction to key project finance metrics\nTypes of project documentation\n\nProject Finance Modeling Best Practices\nThis section discusses and provides practical excel exercises for formats\, functions\, and formulas which will be used in the Project Finance Model Case Study \n\nFeatures of the financial model\nImportance of financial models\nModeling best practices (12 rules)\n\nProject Finance Model Case Study\, Phase 1\nThis section is a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 1: Introduction to the Project Finance Model Case Study\n\nOverview of case study project\nBaseline financial structure of case study (eg: revenue\, cost\, capital structure)\n\n\nProject Finance Model Part 2: Setting Up A Template Worksheet\n\nFormatting a template sheet for easy viewing\nIntroduce model headings\, output messages\, units\, and timelines\n\n\nProject Finance Model Part 3: Setting Up the Timing Sheet\n\nSet up the proper model periodicity using key excel functions\n\n\nProject Finance Model Part 4: Setting Up Inputs Sheets\n\nCategorically set up input sheets which can run multiple scenarios\nCreate flexibility for revenues\, expenses\, leverage\, and financing assumptions\nSet up static and time-based inputs for model calculations\n\n\n\nProject Finance Model Case Study\, Phase 2\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 5: Creating Timing Flags\n\nCode flexible timing flags for triggers\, construction\, and operational periods\nCalculate flexible percent completion flags\n\n\nProject Finance Model Part 6: Integrating Financial Statements\n\nSet up an integrated Cashflow Statement\, Balance Sheet\, and Income Statement\nUnderstand dependences between the 3 financial statements and calculations\n\n\nProject Finance Model Part 7: Capital Costs Calculations\n\nCode control accounts for project expenditures\nCalculate fixed assets during construction\nDevelop depreciation calculations and integrate into financial statements\n\n\nProject Finance Model Part 8: Implementing a Checks Sheet\n\nBuild a project checks sheet with a tolerance level\n\n\nProject Finance Model Part 9: Reserve Accounts\n\nDevelop working capital accounts to account for timing differences of cash received and expended\nCode operational period calculations including routine operations and major maintenance expenditures\nLink operational period calculations to financial statements\n\n\nProject Finance Model Part 10: Debt Financing Calculations\n\nCode senior debt and subordinated debt calculations\nUnderstand the impact of cashflow available or debt service to repayment of debt financing\nCalculate debt drawdown\, debt principal\, and debt interest\n\n\nProject Finance Model Part 11: Equity and Dividend Calculations\n\nCalculate equity injections and redemptions\nCreate a dividends control account and constraints to equity distributions\n\n\n\nProject Finance Model Case Study\, Phase 3\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 12: Project Taxation\n\nCalculate profit chargeable to corporation tax\nSet up a corporation tax control account to link to financial statements\n\n\nProject Finance Model Part 13: Ratios and Returns\n\nDevelop a debt service coverage ratio calculation\, NPV Calculation\, Project and Equity IRR calculation\nCreate project outputs and management overviews including a sources and uses table and management dashboard\n\n\nProject Finance Model Part 14: Final Project Finance Model Review\n\nCode in VBA to analyze project and equity IRRs of multiple scenarios simultaneously\nLearn summary and perform sensitivity analysis\n\n\n\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nThis boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/introduction-to-project-finance-modeling-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200924T084500
DTEND;TZID=America/New_York:20200924T140000
DTSTAMP:20260715T011901
CREATED:20200730T220828Z
LAST-MODIFIED:20250609T184435Z
UID:62194-1600937100-1600956000@cfany.org
SUMMARY:Global Policymakers Series (GPS): Third Quarter Summit 2020
DESCRIPTION:Global Policymakers Series (GPS)Third Quarter Summit 2020OverviewA virtual  Asset Owner Series™ event \nThis series of webinars will include speakers that are political figures in the US\, primarily\, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. \nAgenda and Lineup8:50 AM | INTRODUCTION \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \n\n\n8:55 AM | WELCOMING REMARKS \n\nCarole K. Crawford\, CFA\, Founder\, Managing Director\, fincap360; Secretary – Board of Directors\, CFA Society New York \n\n\n9:00 AM | PANEL \n\nModerator \nDaniel Fridson \, Managing Director\, Arrivato LLC \n\nPanelists \nKen Phelan\, First Chief Risk Officer\, U.S. Department of the Treasury (Ret.) \n\n\n10:00 AM | PANEL \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanelists \nPedro Guazo\, Representative of the Secretary-General for Investments\, United Nations Joint Staff Pension Fund \nAbdiel Santiago\, Chief Executive Officer\, Chief Investment Officer\, Fondo de Ahorro de Panamá (Sovereign Wealth Fund of Panama) \nIvan Zelenko\, Chief Investment Officer\, World Bank Pension Fund \n\n\n1:00 PM | PANEL \nIntroduction\nGustavo Herkenhoff Moreira\, CFA\, MSc.\, Vice President\, CFA Society Brazil\n \n\nModerator \nMargaret Franklin\, CFA\, President\, Chief Executive Officer\, CFA Institute \n\nPanelist \nRoberto de Oliveira Campos\, Governor\, Banco Central do Brasil \n\n\n2:00 PM | CLOSING REMARKS \n\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia  \n\nAdditional DetailsLearning Outcomes \n\nPublic policy impact on investments\nPublic pension underfunding factors
URL:https://cfany.org/event/global-policymakers-third-qtr-summit-2020/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200925T130000
DTEND;TZID=America/New_York:20200925T140000
DTSTAMP:20260715T011901
CREATED:20200914T222221Z
LAST-MODIFIED:20200923T190918Z
UID:63061-1601038800-1601042400@cfany.org
SUMMARY:Sustainable Investing: A Path to a New Horizon
DESCRIPTION:OverviewVirtual fireside chat with Georg Kell\, Chairman of Arabesque and Herman Bril\, Director\, Office of Investment Management\, United Nations Joint Staff Pension Fund\, authors of a new book ’Sustainable Investing: A Path to a New Horizon’ to explore the trends that are accelerating the shift towards sustainable investing. \nFeaturing contributions from global thought-leaders and high-level practitioners\, this book tells the story of how the convergence between corporate sustainability and sustainable investing is now becoming a major force driving systemic market changes. The idea and practice of corporate sustainability is no longer a niche movement\, bit is now on top of the agenda of the boardrooms of leading corporations on all continents. At the same time\, investors are increasingly paying attention to sustainability factors in their analysis and decision-making\, thus reinforcing market transformation. This book discusses the link between sustainability and investment practices—a link\, which is increasingly discussed under the Environment\, Social\, Governance (ESG) label.  \nThe virtual fireside chat will cover some of the key topics from the book\, including: \n\nHow systemic market change is influenced by various contextual factors that impact how sustainable investing is perceived and practiced. \nWhy the integration of ESG factors in investment decisions is impacting markets on a large scale and changing practices of major market players (e.g. pension funds) as well as educational programs at business schools. \nHow technology and the increasing datafication of sustainability act as further accelerators of such change.\n\nAgenda1:00 PM | WELCOMING REMARKS \n\nHenrik Jeppesen\, CFA\, Head of Investor Outreach\, North America\, Carbon Tracker \n\n\n1:05 PM | FIRESIDE CHAT \n\nModerator \nHenrik Jeppesen\, CFA\, Head of Investor Outreach\, North America\, Carbon Tracker \nPanelists \nHerman Bril\, Director\, Office of Investment Management\, United Nations Joint Staff Pension Fund \nGeorg Kell\, Chairman\, Arabesque \n\n\n1:45 PM | Q&A \n\n2:00 PM | CLOSING REMARKS \n\nHenrik Jeppesen\, CFA\, Head of Investor Outreach\, North America\, Carbon Tracker \n\nAdditional DetailsLearning Outcomes \n\nEducate attendees about latest developments in the maturing field of Sustainable Investing\nEducate attendees about ESG integration\n Educate attendees about the use of new data and additional sources to make better investment decisions
URL:https://cfany.org/event/sustainable-investing-a-path-to-a-new-horizon/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200928T120000
DTEND;TZID=America/New_York:20200928T130000
DTSTAMP:20260715T011901
CREATED:20200901T130511Z
LAST-MODIFIED:20201005T174350Z
UID:62651-1601294400-1601298000@cfany.org
SUMMARY:Hear How One State Pension Plan is Dealing with Covid Pressures
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nAmy McGarrity\, Colorado PERA will be interviewed by John Bowman of CAIA on the pressures and how to manage them. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \n\n\nInterviewee\nAmy C. McGarrity\, CFA\, Chief Investment Officer\, Colorado PERA \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nFixed Income Research\nInvestment Policy (ESG)
URL:https://cfany.org/event/hear-how-one-state-plan-is-dealing-with-covid-pressures/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200929T150000
DTEND;TZID=America/New_York:20200929T174500
DTSTAMP:20260715T011901
CREATED:20191120T054645Z
LAST-MODIFIED:20200922T222713Z
UID:56380-1601391600-1601401500@cfany.org
SUMMARY:6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
DESCRIPTION:Wait! A Note on Registration: \nWe’ve launched Cvent—our new events platform! As such\, a CFA Institute account is now required for registration to any event occurring after Sept. 29. \nI don’t have a CFA Institute account\nNo problem! You can create one prior to registering in minutes. \nI already have a CFA Institute account\nBe sure to use your existing credentials to register. \nYou may further familiarize yourself with with the new event-registration process\, or learn how to create your account\, by following the guide linked below. \nCvent Transition Guide ⭢ \nWait! A Note on Registration: \nWe’ve launched Cvent—our new events platform! \nRegistration for any event with a start date after Sept. 28 now requires a CFA Institute account. \nI don’t have a CFA Institute account \n\nNo problem! You’ll have the chance to create one prior to registration.\n\nI already have a CFA Institute account \n\nGreat! Be sure to use your existing credentials at registration.\n\nCvent Transition Guide ⭢ \nOverviewAdvanced technologies (e.g. AI\, machine learning) are slowly permeating the real estate industry which is allowing owner/operators\, investors\, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace. Consumers who are searching for their “dream-home” can use PropTech applications to review customized floor plans of home models\, ideally in 3D. Owner/operators who seek to push NOI for their portfolio are now taking a data-first approach to manage operational workflows such as energy management\, maintenance & repairs as well as CapEx forecasting. Other PropTech applications are leveraging big data to analyze locations and properties in a specific real estate market\, while providing advanced information about specific properties. While there are many other PropTech start-ups that are pushing the real estate market to new heights\, we are still in the early innings. \nAgenda3:00 PM | WELCOMING REMARKS \n\nPatrick Nessenthaler\, CFA\, CAIA\, Vice President\, Real Estate Industries\, Institutional Markets\, MUFG \n\n\n3:05 PM | KEYNOTE ADDRESS \n\nDr. Mehrzad Mahdavi\, Executive Director\, FDP (Financial Data Professional) Institute \n\n\n3:30 PM | FIRESIDE CHAT \n\nDr. Mehrzad Mahdavi\, Executive Director\, FDP (Financial Data Professional) Institute \nDr. Andrew Baum\, Professor of Practice at the Saïd Business School\, University of Oxford / Chairman of Newcore Capital Management \n\n\n4:00 PM | BREAK \n\n4:15 PM | PANEL DISCUSSION\, Q&A \n\nModerator \nAndrea Jang\, COO\, Ackman-Ziff \n\nPanelists \nZachary Aarons\, Co-Founder and Partner\, Metaprop.vc \nDr. Andrew Baum\, Professor of Practice at the Saïd Business School\, University of Oxford / Chairman of Newcore Capital Management  \nMomei Qu\, Senior Vice President\, PSP Growth \nMike Sroka\, CEO\, Dealpath \nAshkán Zandieh\, Strategic Advisor\, NAR REACH \n\n\n5:45 PM | CLOSING REMARKS \n\nAnthony Liu\, CFA\, Managing Director\, Hines \n\nAdditional DetailsLearning Outcomes \n\nThe digitization of real estate will only be as revolutionary as its implementation and execution. We will explore the foundational infrastructure needed for real estate companies to adopt a new digital ecosystem. How can these companies hire the right talent? We will address these questions and other challenges in building in-house teams versus partnerships / investments in data science led startups in the PropTech space.\nCommercial real estate is a relatively illiquid asset class; how can the industry utilize AI\, machine learning and big data to amplify the valuation industry (e.g. hedonic pricing models\, which can be updated in real-time\, that produce better distributions-to-fit\, r-squares)?\nBy 2030\, Artificial Intelligence is predicted to add $15 trillion to global GDP\, according to PwC. The real estate industry shows significant opportunities to capture a portion of this growth. Real estate companies are utilizing AI to create a more personalized experience for transactions in home-buying and mortgage lending\, for example\, to create a more efficient end-to-end experience. This information is being used to forecast potential investment sales or calibrate locate rental rates. We will explore additional applications on how the real estate industry can explore leveraging AI further.\nTail Risk\, which is amplified via securitizations and other structured products\, continues to be problematic for investors in alternative asset classes (e.g. real estate mortgage-backed securities)\, how can our industry utilize new technology to measure tail risk more accurately?\nHow can investors synthesize millions of data-points ranging from non-traditional data-sources (e.g. mobile phone signal patterns and Yelp reviews) and traditional data-sources (e.g. area’s crime rate and median household income) with PropTech applications in order to find the next neighborhood “hot-spot” worthy of investment?\nThe traditional 60/40 Stock/Bond Portfolio is dead. Adding alternative asset classes to the traditional portfolio enables investors to enhance the diversification and lower the correlation of their portfolio\, adding a more stable yield to their portfolio (e.g. infrastructure)\, hedge crisis risk (e.g. CTA’s) and other diversifiers and/or yield enhancers. However\, these types of investment vehicles are not usually accessible to retailers. How can new PropTech applications bring direct real estate investment and other real assets to the retail community?
URL:https://cfany.org/event/proptech-applications-for-today-and-in-the-future/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201001T120000
DTEND;TZID=America/New_York:20201001T130000
DTSTAMP:20260715T011901
CREATED:20200901T181249Z
LAST-MODIFIED:20250609T202148Z
UID:62666-1601553600-1601557200@cfany.org
SUMMARY:Modernizing Investment Research: Data\, Data Everywhere
DESCRIPTION:A Modernizing Investment Research Series Event \nSession OverviewThere is an ocean of data available today; how can investors wade through it all? What should they look for? \nTogether\, we will examine: \n\nStrategies for prioritizing datasets to investigate and research.\nHow to curate the right information for your investment process.\nHow to balance datasets with longer history against newer datasets which are more timely and accurate.\nHow to determine when a dataset becomes obsolete or loses its informational edge.\nUses of data for alpha generation vs. risk management.\nWhen data be purchased vs. collected firsthand.\n\nSeries DescriptionActive managers face three headwinds – declining fees\, outflows\, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. \nThe Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus\, respectively\, on one of four key steps identified as fundamental to the modernization of investment research. \nRead More \nThe series kicks off by examining the incorporation of alternative data (Session One)\, followed by a discussion that will explore how best to leverage machine learning and text-mining techniques (Session Two). The series will then proceed to tackle the requisite ingredients for building the infrastructure (Session Three) and firm culture (Session Four) at the core of any successful transformative modernization endeavor. \nFundamental managers interested in embracing quantitative techniques\, alternative data\, and artificial intelligence techniques will find these sessions invaluable. Quantitative and “quantamental” managers will also glean useful insights across the range of informed perspectives that will be presented throughout the Modernizing Investment Research series. Our slate of expert-speakers and panelists includes a diverse set of practitioners—including investors from different asset classes\, large and small firms\, long and short-term investment horizons—as well as long-only and long-short mandates. \n\nAgenda12:00 PM | OPENING REMARKS \n\nLilian Quah\, CFA\, Portfolio Manager\,  Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nMatei Zatreanu\, Founder\, System2 \nPanelists \nSheedsa Ali\, Managing Director\, Head of Systematic Strategies\, PineBridge Investments \nChris Chin\, CFA\, CAIA\, Head of Systematic Equity Data Strategy\, Tudor Investment Corporation \nIngrid Tierens\, CFA\, Head of Data Strategy\, Global Investment Research\, Goldman Sachs \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nLilian Quah\, CFA\, Portfolio Manager\,  Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\nAdditional DetailsLearning Outcomes \n\nBest practices in identifying relevant data sets\nHow to integrate alternative data into the investment research process\nDetermining whether to buy or build data sets\n\nCo-host
URL:https://cfany.org/event/modernizing-investment-research-data-data-everywhere/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Modernizing Investment Research Series,Quantitative Investing,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201005T120000
DTEND;TZID=America/New_York:20201005T130000
DTSTAMP:20260715T011901
CREATED:20200828T163015Z
LAST-MODIFIED:20201005T174308Z
UID:62615-1601899200-1601902800@cfany.org
SUMMARY:How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJeroen Bos\, CFA\, CAIA will interview Valentijn van Nieuwenhuijzen to find out what’s next. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJeroen Bos\, CFA\, CAIA\, Head of Specialized Equity & Responsible Investing\, NN Investment Partners \n\n\nInterviewee\nValentijin van Nieuwenhuijzen\, Chief Investment Officer\, NN Investment Partners \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nChris Fowle\, Head of the Americas\, PRI \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Selection\nEmerging Markets
URL:https://cfany.org/event/how-could-asset-allocation-of-biggest-dutch-life-ins-company-change/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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END:VCALENDAR