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DTSTART;TZID=America/New_York:20231108T173000
DTEND;TZID=America/New_York:20231108T190000
DTSTAMP:20260724T000414
CREATED:20230928T134733Z
LAST-MODIFIED:20240603T160937Z
UID:81163-1699464600-1699470000@cfany.org
SUMMARY:2nd Annual Infrastructure Outlook: Data Centers and Student Housing
DESCRIPTION:OverviewAs society has quickly adopted the ‘internet-of-things\,’ 5G\, and cloud computing\, data centers have grown from a niche segment to a critical component of our nation’s Infrastructure. The top four hyperscalers (Microsoft\, AWS\, Google\, and Meta) are expected to invest approximately $1 trillion to keep up with demand\, including from resource-heavy artificial intelligence. Historically this investment was done in-house\, but now external financing is needed to help fill the void. \nSimilarly\, student housing has garnered significant attention and investment in recent years as state and federal governments face increasing budget deficits\, turning to private capital sources to build much-needed accommodation for a growing quality workforce. In the next four years\, over 129 thousand beds are needed in the US at an average price of $100 thousand per bed\, equaling more than $12 trillion of investment. \nThis event will help members understand these two fast growing sectors\, related investment and lending opportunities\, and associated risks. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | INTRODUCTION \nTom Schultz\, CFA\, CAIA\, Principal Investment Analyst\, Cornell University Office of Investments \n\n6:05 PM | PANEL DISCUSSION \nModerator \nMichael Ball\, CFA\, \, Vice Chair of the Alternative Investments Group\, CFA Society New York \nPanelists \nEdward Casserley\, Principal\, Stonepeak \nChea Hart\, Principal\, DigitalBridge \nJim Hennessy\, Managing Director\, Harrison Street \nMichael Tranter\, Managing Director\, Infrastructure Finance\, Sumitomo Mitsui Banking Corporation \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nPatrick Nessenthaler\, CFA\, CAIA\, CRE\, Vice Chair of the Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nLearn what makes these alternative asset classes appealing to investors and lenders.\nLearn who the main data center and student housing owners and tenants are. How do supply and demand look for these sectors?\nLearn the types of data centers (colocation\, build-to-suit\, hyperscale). What is contractually different between these types (tenant lease\, mechanical\, electrical\, plumbing\, and server investments)?\nLearn where data centers are located and why. How are data centers built\, and what are their key design and investment considerations? What are the typical metrics around size? Any ESG considerations?\nLearn which geographic areas have the best growth in university enrollment vs. housing stock imbalance. What local factors enhance or detract from opportunities (credit history\, labor\, supply chain\, NIMBY socioeconomic events\, moratoriums)?\nLearn how are these financed during construction and upon stabilization (infrastructure style\, real estate style\, ABS\, CMBS\, private placement\, etc.).
URL:https://cfany.org/event/2nd-annual-infrastructure-outlook-data-centers-and-student-housing/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/09/Website-Tile-2nd-Annual-Infrastructure-Outlook-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231113T090000
DTEND;TZID=America/New_York:20231114T170000
DTSTAMP:20260724T000414
CREATED:20230629T211117Z
LAST-MODIFIED:20230921T201334Z
UID:78975-1699866000-1699981200@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:OverviewPresented by Wall Street Prep \nThis boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive\, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean\, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed. \nCFANY.org: $1039Standard Rate: $1299  AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDay 1 | THE VBA ENVIRONMENT; START WRITING YOUR OWN CODE! \nOn Day 1\, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \n\nDay 2 | REAL-WORLD APPLICATIONS OF VBA FOR FINANCE  \nOn Day 2\, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease\, how to build your own userforms and controls and how to query a database. \n\nOnline | PRE-SEMINAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nBoot Camp DetailsWho is this bootcamp for?ScheduleAdditional DetailsWho is this bootcamp for?\nThis boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base\, attendees tend to come from the following backgrounds: \n\n\n\nFinancial planning and analysis and treasury\nCorporate finance and business development\nCredit analysts\nQuantitative finance and trading\nSell-side / buy side analysts\n\n\n\nThe VC Process and Term Sheet \n\n\n\nThe early stage investing landscape\nA typical VC deal process and timeline\nVC return economics – why they need to hit home runs\nVC Valuation – back-solving into a pre-money / post-money valuation\nUnderstanding VC term sheets\n\n\n\nVC Math and Cap Tables \n\n\n\n\n\nCap Table Math: Dilution and price per share after new round\nCalculating Impact of Option Pool\nCalculating Impact of Multiple Investors\nCalculating impact of Convertible Debt\nConstructing a Cap Table\nFlow of Funds and Distribution Waterfall\n\n\n\n\n\n\nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel VBA templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat you’ll need\nPC Laptop with Microsoft Excel installed. If you can only use a Mac\, please set up your Mac to have a Windows environment via a virtual machine app such as Parallels or VMWare Fusion. \n\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/excel-visual-basic-vba-for-finance-wall-street-prep-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T180000
DTEND;TZID=America/New_York:20231114T193000
DTSTAMP:20260724T000414
CREATED:20230814T152939Z
LAST-MODIFIED:20230814T152939Z
UID:79814-1699984800-1699990200@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-11-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231115T180000
DTEND;TZID=America/New_York:20231115T190000
DTSTAMP:20260724T000414
CREATED:20231019T200034Z
LAST-MODIFIED:20240112T162754Z
UID:81380-1700071200-1700074800@cfany.org
SUMMARY:What More Can Quant Bring to Macroeconomic Analysis?
DESCRIPTION:OverviewLearn what quant portfolio managers bring to the analysis of macroeconomic data. What can they add? Which part of their analysis should be handled with kid gloves? \nThis event will be informative for any professional who works with macro-economic data. \nAgenda6:00 PM | INTRODUCTION \nRichard V. Rothenberg Executive Director\, Global A.I. Corporation \n\n6:05 PM | PANEL DISCUSSION \nModerator \nChristos Koutsoyannis\, PhD\, CIO\, Atlas Ridge Capital \nPanelists \nAlex Cheema-Fox\, CFA\, FRM\, Managing Director\, Head of Investor Behavior Research\, State Street Associates \nLorne Johnson\, PhD\, Managing Director\, PGIM Quantitative Solutions \n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \nRichard V. Rothenberg Executive Director\, Global A.I. Corporation \nAdditional DetailsLearning Outcomes: \nThis event will be informative for any professional who works with macro economic data.
URL:https://cfany.org/event/what-more-can-quant-bring-to-macroeconomic-analysis/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Quantitative Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/10/What-More-Can-Quant-Bring-Tile-Time-Change.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231120T180000
DTEND;TZID=America/New_York:20231120T193000
DTSTAMP:20260724T000414
CREATED:20230626T174440Z
LAST-MODIFIED:20230901T192436Z
UID:78884-1700503200-1700508600@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, please join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-31/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231201T120000
DTEND;TZID=America/New_York:20231201T133000
DTSTAMP:20260724T000414
CREATED:20230510T171929Z
LAST-MODIFIED:20230828T193129Z
UID:77960-1701432000-1701437400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-28/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231204T180000
DTEND;TZID=America/New_York:20231204T193000
DTSTAMP:20260724T000414
CREATED:20230518T215610Z
LAST-MODIFIED:20230902T055744Z
UID:78281-1701712800-1701718200@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:The Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T180000
DTEND;TZID=America/New_York:20231206T193000
DTSTAMP:20260724T000414
CREATED:20230612T183407Z
LAST-MODIFIED:20230902T055711Z
UID:78735-1701885600-1701891000@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-33/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231218T180000
DTEND;TZID=America/New_York:20231218T193000
DTSTAMP:20260724T000414
CREATED:20230413T195606Z
LAST-MODIFIED:20230902T092147Z
UID:77364-1702922400-1702927800@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, please join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-27/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240124T123000
DTEND;TZID=America/New_York:20240124T183000
DTSTAMP:20260724T000414
CREATED:20231204T181432Z
LAST-MODIFIED:20240628T160827Z
UID:81855-1706099400-1706121000@cfany.org
SUMMARY:10th Annual Sustainable Investing Conference
DESCRIPTION:OverviewA growing number of governments\, global companies\, and institutional investors are rapidly committing to reach carbon neutrality or “net zero” by mid-century\, demonstrating the need for a proactive strategy in response to the challenges presented by climate change. \nExplore the future from this climate-oriented perspective at the 10th annual Sustainable Investing Group Conference and take a closer look at what net zero means for the investment industry. This conference will feature panel discussions led by asset owners and investment managers\, who will address a range of sustainable finance topics. \nHear how asset managers\, asset owners and companies are working towards net zero targets\, delve into data and information challenges surrounding carbon emissions estimates\, learn how impact investing in vulnerable communities is directly related to climate change\, and much more when you kick off your new year at the 10th Annual Sustainable Investing Conference. \nAgenda12:30 PM | REGISTRATION \n\n1:00 PM | OPENING REMARKS \n\n1:10 PM | PANEL: COUNTING CARBON: CALCULATION OF CLIMATE CHANGE CONTRIBUTIONS WITH FINANCED EMISSIONS \nModerator \nEmily Berger\, CFA\, Director of Investment Risk Advisory\, PKF O’Connor Davies LLP \nPanelists \nRich Goode\, Principal\, PWC \nNandini Hampole\, Principal\, ESG Investments\, Bregal Investments  \nJamie Mattison\, Executive Director\, Net Zero Climate Strategy Lead\, Morgan Stanley  \n\n1:50 PM | PANEL: THE FUTURE OF CARBON OFFSETS – A NEED TO EVOLVE \nModerator \nCarolyn Campbell\, VP Sustainability Research\, Morgan Stanley \nPanelists \nStefanie Assaro\, Values-Aligned Investment Strategist\, Aperio/BlackRock  \nJean-Philippe Brisson. Partner\, Latham & Watkins LLC \nMichael Malara\, Vice President\, Macquarie Group \nMatthew Sherwood\, PhD\, CEO & CIO\, Pothos Partners\, LLC \n\n2:30 PM | BREAK \n\n2:45 PM | PANEL: THE FUTURE OF ESG DATA: REGULATORY PERSPECTIVE \nModerator \nAnne van Riel\, Head Sustainable Finance Capital Markets\, BNP Paribas \nPanelists  \nHernando Cortina\, CFA\, Managing Director\, Head of Index Strategy\, ISS ESG \nRyan Mensing\, Executive Director\, Global Head of Policy\, Government and Regulatory Affairs\, MSCI \nJoe Schuhow\, Senior ESG Advisor\, RepRisk \n\n3:25 PM | PANEL: ASSET OWNER PERSPECTIVE: DIVERSE VIEWS AND CLIMATE ACTION \nModerator \nAdam Phillips\, Managing Director / Head of Energy Transition & Disruptive Technologies\, Newport Advisory Partners \nPanelists \nHumaira Faiz\, Mission Investments Manager\, W.K. Kellogg Foundation  \nChris Fowle\, Head of ESG Strategy & Integration\, Guardian Life \nBhakti Mirchandani\, Managing Director\, Responsible Investing\, Trinity Church Wall Street \nSteven Rothstein\, Managing Director\, Ceres Accelerator\, Ceres \n\n4:10 PM | MOBILIZING THE TRILLIONS: THE ROLE AND LIMITATIONS OF NET ZERO PLEDGES \nLisa Sachs\, Director\, Columbia Center on Sustainable Investment \n\n4:30 PM | ESG VS IMPACT: A STAKEHOLDER PERSPECTIVE ON STEWARDSHIP & ENGAGEMENT  \nModerator \nAndrew Howell\, CFA\, FSA\, Head of Research\, Environmental Defense Fund \nPanelist \nMiguel CuUnjieng\, Vice President\, Corporate Engagement\, Calvert Research and Management \nEmily DeMasi\, Lead\, North America\, EOS at Federated Hermes \n\n5:25 PM | CLOSING REMARKS \n\n5:30 PM | NETWORKING RECEPTION \nGold SponsorsSilver SponsorsBronze Sponsors
URL:https://cfany.org/event/10th-annual-sustainable-investing-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/11/Image20240103111624.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240201T160000
DTEND;TZID=America/New_York:20240201T170000
DTSTAMP:20260724T000414
CREATED:20230823T204032Z
LAST-MODIFIED:20240628T160533Z
UID:80018-1706803200-1706806800@cfany.org
SUMMARY:Cannabis 101: Public to Private and Everything In Between
DESCRIPTION:Overview2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy? How do those trends mirror/differ from those of other legal cannabis states? What opportunities exist for investors exploring the cannabis sector? What idiosyncrasies and regulatory nuances should investors be aware of before deploying capital? Join cannabis industry experts to discuss these topics and more! \nPresented in conjunction with the CAIA Association.  \nAgenda4:00 PM | INTRODUCTION \n\n4:05 PM | PANEL DISCUSSION \nModerator \nJordan Youkilis\, Founding Partner\, KEY Investment Partners \nPanelists \nDan Ahrens\, Managing Director & COO\, AdvisorShares \nMina Mishrikey\, CFA\, Partner\, Head of Investments\, Merida Capital Holdings \nChris Reece\, CFA\, CEO/Founder\, MJ REIT \nMara Sheldon\, Principal\, Squire Patton Boggs \nPatrick Unzicker\, CPA\, CFO\, PharmaCann Inc. \n\n4:50 PM | Q&A
URL:https://cfany.org/event/cannabis-101-public-to-private-and-everything-in-between/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2023/08/Cannabis-101-Public-to-Private-and-Everything-In-Between-2-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240205T180000
DTEND;TZID=America/New_York:20240205T193000
DTSTAMP:20260724T000414
CREATED:20231205T144533Z
LAST-MODIFIED:20231205T144533Z
UID:81872-1707156000-1707161400@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:The Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-13/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240207T180000
DTEND;TZID=America/New_York:20240207T193000
DTSTAMP:20260724T000414
CREATED:20231205T171101Z
LAST-MODIFIED:20240201T173311Z
UID:81906-1707328800-1707334200@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-33/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240207T180000
DTEND;TZID=America/New_York:20240207T193000
DTSTAMP:20260724T000414
CREATED:20231205T142826Z
LAST-MODIFIED:20231205T142826Z
UID:81860-1707328800-1707334200@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-36/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240209T120000
DTEND;TZID=America/New_York:20240209T133000
DTSTAMP:20260724T000414
CREATED:20240103T193836Z
LAST-MODIFIED:20240125T165117Z
UID:82371-1707480000-1707485400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T180000
DTEND;TZID=America/New_York:20240213T193000
DTSTAMP:20260724T000414
CREATED:20230814T153102Z
LAST-MODIFIED:20240108T173747Z
UID:79816-1707847200-1707852600@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-12-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240220T180000
DTEND;TZID=America/New_York:20240220T193000
DTSTAMP:20260724T000414
CREATED:20240109T175335Z
LAST-MODIFIED:20240109T175335Z
UID:82485-1708452000-1708457400@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group\, or attend industry events and networking opportunities join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-25/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T150000
DTEND;TZID=America/New_York:20240228T160000
DTSTAMP:20260724T000414
CREATED:20240102T211247Z
LAST-MODIFIED:20241015T181810Z
UID:82267-1709132400-1709136000@cfany.org
SUMMARY:Initiating 2024 Direct Access with Exemplary Companies: Texas Instruments Incorporated
DESCRIPTION:OverviewThis event will provide attendees with direct access to a senior representative of Texas Instruments Inc. This event will allow attendees to learn about the company and what questions their peers ask with the goal of improving due diligence skills and knowledge specific to this company. The company was chosen as it is a leader in the semiconductor sector and has a track record of long term capital commitments. To initiate the 2024 the Direct Access™ program with a promised focus on exemplary companies\, we are very fortunate to be able to start with Texas Instruments Incorporated (Nasdaq: TXN)\, a company that has established clear leadership in semiconductors that are essential to a broad range of basic industrial applications as well as to the latest high growth technologies\, and that has done so by focusing on long term commitments of capital as well as clear respect for all of the stakeholders on which an enterprise depends. \nAgenda2:55 PM | OPENING REMARKS \n\n3:00 PM | PRESENTATION \nDwight C. Blazin\, Portfolio Manager & Senior Technology Analyst\, Davis Selected Advisors \nDave Pahl\, VP\, Investor Relations\, Texas Instruments \n\n3:30 PM | Q&A
URL:https://cfany.org/event/initiating-2024-direct-access-with-exemplary-companies/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Global Passport,Institutional Asset Management,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/01/Initiating-2024-Direct-Access-with-Exemplary-Companies-Texas-Instruments-Incorporated-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240229T130000
DTEND;TZID=America/New_York:20240229T153000
DTSTAMP:20260724T000414
CREATED:20240103T185127Z
LAST-MODIFIED:20241015T180125Z
UID:82365-1709211600-1709220600@cfany.org
SUMMARY:31st Annual 'What's New in U.S. Financial Reporting?'
DESCRIPTION:OverviewOur annual update on financial reporting provides a review of (1) new accounting standards that are becoming effective within the next 12 months and (2) proposed accounting standards for which exposure drafts have been issued with comments being sought from the user community. It is an opportunity to stay up to speed on changes in accounting standards and financial reporting in a single session. \nAgenda1:00 PM | WELCOMING REMARKS \n\n1:05 PM | KEYNOTE SPEAKER \nJonathan Wiggins\, Deputy Chief Accountant\, Office of the Chief Accountant\, U.S. Securities and Exchange Commission \n\n1:35 PM | A REVIEW OF THE FASB’S RECENTLY ADOPTED STANDARDS AND TECHNICAL AGENDA \nModerator \nPJ Patel\, CFA\, Co-CEO & Senior Managing Director\, Valuation Research Corporation \nPanelists \nFred Cannon\, CFA\, Board Member\, Financial Accounting Standards Board (FASB)  \nDr. Joyce Joseph\, CPA\, CGMA\, DBA\, Board Member\, Financial Accounting Standards Board (FASB) \n\n2:45 PM | THE FASB’S DISAGGREGATION OF INCOME STATEMENT EXPENSES PROJECT \nModerator \nLi Tao\, CFA\, CPA\, Investment Research \nPanelists \nMatt Janzaruk\, CPA\, Senior VP\, Chief Accounting Officer\, The Procter & Gamble Company \nBrad Rexroad\, CFA\, Principal\, Assay Research\, LLC \nGary Sardo\, CPA\, Practice Fellow\, FASB \nMarc Siegel\, CPA\, Partner\, PriceWaterhouseCoopers \n\n3:30 PM | CLOSING REMARKS \nAdditional DetailsLearning Outcomes \n\nLearn about new accounting standards (or modifications to existing standards) that are becoming effective over the next 12 months\nHear about proposed changes to existing accounting standards and gain the opportunity to participate in the discussion by submitting a comment letter to the FASB; and\nGet an update on the FASB’s work program to follow the course of proposed changes to accounting and financial reporting standards over the next few years.
URL:https://cfany.org/event/31st-annual-whats-new-in-us-financial-reporting/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Financial Reporting and Analysis Group,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/01/022924Web-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T180000
DTEND;TZID=America/New_York:20240306T193000
DTSTAMP:20260724T000414
CREATED:20231205T142941Z
LAST-MODIFIED:20231205T142941Z
UID:81862-1709748000-1709753400@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-37/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240308T120000
DTEND;TZID=America/New_York:20240308T133000
DTSTAMP:20260724T000414
CREATED:20240130T171829Z
LAST-MODIFIED:20240307T193319Z
UID:82925-1709899200-1709904600@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nThis meeting will be joined by special guest\, Diana Glassman\, Director-Engagement\, EOS at Federated Hermes. \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-22/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T120000
DTEND;TZID=America/New_York:20240312T130000
DTSTAMP:20260724T000414
CREATED:20240305T211154Z
LAST-MODIFIED:20240305T213426Z
UID:83471-1710244800-1710248400@cfany.org
SUMMARY:Financial Issues Forum presents Gregory Makoff on “Default: The Landmark Court Battle Over Argentina’s $100 Billion Debt Restructuring”
DESCRIPTION:OverviewUnlike individuals or corporations that become insolvent\, nations do not have access to bankruptcy protection from their creditors. When a country defaults on its debt\, the international financial system is ill equipped to manage the crisis. Decisions by key individuals―from national leaders to those at the International Monetary Fund\, from holdout creditors to judges―determine the fate of an entire national economy. A prime example is Argentina’s 2001 default on $100 billion in bonds\, which stands out for its messy outcomes and outsized impact on sovereign debt markets\, sovereign debt law and IMF policy. \nDefault is the riveting story of Argentina’s sovereign debt drama\, which reveals the obscure inner workings of sovereign debt restructuring. This detailed case study describes the intense fight over the role of the IMF in Argentina’s 2005 debt restructuring and the ensuing bitter decade of litigation with holdout creditors\, demonstrating that outcomes for sovereign debt are determined by a complex interplay between financial markets\, governments\, the IMF\, the press and the courts. This cautionary tale lays bare the institutional\, political and legal pressures that come into play when a country cannot repay its debts. It offers a deeper understanding of how global financial capitalism functions for those who work in or study debt markets\, international finance\, international relations and international law. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. \nAbout the SpeakerGregory Makoff has been writing about sovereign debt for the past decade and is the author of Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring. For 21 years through mid-2014\, Gregory worked as an investment banker and debt transaction specialist\, advising companies\, financial institutions and countries\, including Jamaica\, Colombia\, the Philippines and Turkey\, regarding their debt management operations. From January 2015\, he has published papers as a senior fellow at the Centre for International Governance Innovation (CIGI)\, and\, in 2015 and 2016\, he worked at the US Treasury on the team that supported the enactment of the Puerto Rico Oversight\, Management and Economic Stability Act (PROMESA)\, the law that has been facilitating the reform of Puerto Rico’s public sector and the restructuring of its debt. Gregory holds a Ph.D. in physics from the University of Chicago (1993) and a BSc in physics and political science from MIT (1986) and is a member of the CFA Institute.
URL:https://cfany.org/event/financial-issues-forum-presents-gregory-makoff-on-default-the-landmark-court-battle-over-argentinas-100-billion-debt-restructuring/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/03/2024-Mar12_Financial_Issues_Forum-Makoff_1920x1080.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T180000
DTEND;TZID=America/New_York:20240312T193000
DTSTAMP:20260724T000414
CREATED:20240108T173935Z
LAST-MODIFIED:20240108T173935Z
UID:82464-1710266400-1710271800@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-24/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240313T180000
DTEND;TZID=America/New_York:20240313T193000
DTSTAMP:20260724T000414
CREATED:20240205T161501Z
LAST-MODIFIED:20240305T182503Z
UID:83015-1710352800-1710358200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-84/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240319T120000
DTEND;TZID=America/New_York:20240319T130000
DTSTAMP:20260724T000414
CREATED:20240305T211527Z
LAST-MODIFIED:20240313T153649Z
UID:83505-1710849600-1710853200@cfany.org
SUMMARY:Financial Issues Forum presents Mark J. Higgins on “Investing in the Financial History of the United States”
DESCRIPTION:OverviewInvestors who neglect to study the past are forced to rely primarily on their life experience to make decisions. This often causes them to overlook powerful\, cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the full financial history of the United States. It begins with Alexander Hamilton’s brilliant financial programs in 1790 and ends with the Federal Reserve’s battle to contain inflation in 2023. Mark Higgins will discuss several of the most important lessons that help contextualize challenges that the United States currently faces. Examples include: \n1. The danger of persistent inflation and the important lessons from the post-Great Influenza pandemic inflation of 1919 and the Great Inflation of 1965-1982 \n2. Key drivers of major financial crises\, the dangers of deep depressions and principles for preventing them \n3. Current threats to US economic prosperity\, such as the persistence of unsustainable fiscal deficits and decline of productivity growth. \nAttendees will discover there is virtually no financial event that is truly unprecedented. It only seems that way because of the limits of our collective memory. This event will provide attendees with a glimpse of how a deep understanding of financial history can improve investment decision-making. Those who read the book will arm themselves with even more powerful knowledge. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. \nAbout the SpeakerMark Higgins\, CFA\, CFP is the author of Investing in U.S. Financial History and is a senior vice president within Index Fund Advisors (IFA) Institutional. Mark’s written works appear regularly in the Museum of American Finance’s Financial History magazine and the CFA Institute’s Enterprising Investor. Mark is also a frequent speaker both domestically and internationally on topics related to US financial history and institutional investment management. Mark joined IFA in August 2023 to expand the firm’s footprint in the institutional investment plan market. Prior to joining IFA institutional\, Mark served as an institutional investment consultant for more than 12 years. In this role\, he served clients such as endowments\, pension plans and foundations\, that had aggregate assets of more than $60 billion. \nMark graduated from Georgetown University Phi Beta Kappa and Magna Cum Laude with a bachelor’s degree in English and Psychology. He received an MBA from the Darden School of Business at the University of Virginia. Mark is a CFA charterholder and CFP® practitioner. He resides in Portland\, OR with his wonderful wife and two children\, Jack and Lila.
URL:https://cfany.org/event/financial-issues-forum-presents-mark-j-higgins-on-investing-in-the-financial-history-of-the-united-states/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/03/2024-Mar19_Financial_Issues_Forum-Higgens_1920x1080-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240326T120000
DTEND;TZID=America/New_York:20240326T130000
DTSTAMP:20260724T000414
CREATED:20240305T211805Z
LAST-MODIFIED:20240320T133947Z
UID:83510-1711454400-1711458000@cfany.org
SUMMARY:Financial Issues Forum presents Jennifer Burns on “Milton Friedman: The Last Conservative”
DESCRIPTION:OverviewMilton Friedman was\, alongside John Maynard Keynes\, the most influential economist of the 20th century. His work was instrumental in the turn toward free markets that defined the 1980s\, and his full-throated defenses of capitalism and freedom resonated with audiences around the world. It’s no wonder the last decades of the 20th century have been called “the Age of Friedman”―or that analysts have sought to hold him responsible for both the rising prosperity and the social ills of recent times. \nIn Milton Friedman\, the first full biography to employ archival sources\, historian Jennifer Burns tells Friedman’s extraordinary story with the nuance it deserves. She provides lucid and lively context for his groundbreaking work on everything from why dentists earn less than doctors\, to the vital importance of the money supply\, to inflation and the limits of government planning and stimulus. She traces Friedman’s long-standing collaborations with women\, including economist Anna Schwartz; his complex relationship with powerful figures such as Federal Reserve Chairman Arthur Burns and Treasury Secretary George Shultz; and his direct interventions in policymaking at the highest levels. Most of all\, Burns explores Friedman’s key role in creating a new economic vision and a modern American conservatism. The result is a revelatory biography of America’s first neoliberal―and perhaps its last great conservative. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis \nAbout the SpeakerJennifer Burns is an associate professor of history at Stanford University and a research fellow at Stanford’s Hoover Institution on War\, Revolution and Peace. She is the author of Milton Friedman: The Last Conservative (November 2023) and Goddess of the Market: Ayn Rand and the American Right (2009). An expert on this history of conservative ideas and politics\, she has written for The New York Times\, The Financial Times\, Bloomberg and Dissent\, and she has discussed her work on The Daily Show\, The Colbert Report and elsewhere.
URL:https://cfany.org/event/financial-issues-forum-presents-jennifer-burns-on-milton-friedman-the-last-conservative/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/03/2024-Mar26_Financial_Issues_Forum-Burns_1920x1080.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240401T180000
DTEND;TZID=America/New_York:20240401T193000
DTSTAMP:20260724T000414
CREATED:20231205T144833Z
LAST-MODIFIED:20231205T144833Z
UID:81875-1711994400-1711999800@cfany.org
SUMMARY:Value Investing Group Meeting
DESCRIPTION:The Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table\, the annual Ben Graham conference and the value investing workshop. \nJOIN THIS GROUP
URL:https://cfany.org/event/value-investing-group-meeting-1/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T120000
DTEND;TZID=America/New_York:20240403T130000
DTSTAMP:20260724T000414
CREATED:20240305T212142Z
LAST-MODIFIED:20240320T135915Z
UID:83516-1712145600-1712149200@cfany.org
SUMMARY:Financial Issues Forum presents Daniel Schulman on “The Money Kings"
DESCRIPTION:OverviewJoseph Seligman arrived in the United States in 1837\, with the equivalent of $100 sewn into the lining of his pants. Then came the Lehman brothers\, who would open a general store in Montgomery\, Alabama. Not far behind were Solomon Loeb and Marcus Goldman\, among the “Forty-Eighters” fleeing a Germany that had relegated Jews to an underclass.These industrious immigrants would soon go from peddling trinkets and buying up shopkeepers’ IOUs to forming what would become some of the largest investment banks in the world—Goldman Sachs\, Kuhn Loeb\, Lehman Brothers\, J. & W. Seligman & Co. They would clash and collaborate with J.P. Morgan\, E.H. Harriman\, Jay Gould and other famed tycoons of the era. And their firms would help to transform the United States from a debtor nation into a financial superpower\, capitalizing American industry and underwriting some of the 20th century’s quintessential companies\, like General Motors\, Macy’s and Sears. Along the way\, they would shape the destiny not just of American finance\, but of the millions of Eastern European Jews who spilled off steamships in New York Harbor in the early 1900s\, including Daniel Schulman’s paternal grandparents.   \nIn The Money Kings\, Schulman unspools a sweeping narrative that traces the interconnected origin stories of these financial dynasties. He chronicles their paths to Wall Street dominance\, as they navigated the deeply antisemitic upper class of the Gilded Age and the complexities of the Civil War\, World War I and the Zionist movement that tested both their burgeoning empires and their identities as Americans\, Germans and Jews. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis \nAbout the SpeakerDaniel Schulman is the New York Times best-selling author of Sons of Wichita\, a biography of the Koch family that was a finalist for the Financial Times and McKinsey Business Book of the Year Award. The deputy Washington bureau chief of Mother Jones\, he lives in Massachusetts\, with his wife and sons.
URL:https://cfany.org/event/financial-issues-forum-presents-daniel-schulman-on-the-money-kings/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/03/2024-Apr3_Financial_Issues_Forum-Schulman_1920x1080.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T180000
DTEND;TZID=America/New_York:20240403T193000
DTSTAMP:20260724T000414
CREATED:20231219T184950Z
LAST-MODIFIED:20240305T182617Z
UID:82172-1712167200-1712172600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: Hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-77/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T180000
DTEND;TZID=America/New_York:20240403T193000
DTSTAMP:20260724T000414
CREATED:20231205T171214Z
LAST-MODIFIED:20240201T173329Z
UID:81908-1712167200-1712172600@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-34/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
END:VCALENDAR