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X-ORIGINAL-URL:https://cfany.org
X-WR-CALDESC:Events for CFA Society New York
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TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
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TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T180000
DTEND;TZID=America/New_York:20240213T193000
DTSTAMP:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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:20260724T010515
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T180000
DTEND;TZID=America/New_York:20240403T193000
DTSTAMP:20260724T010515
CREATED:20231205T143119Z
LAST-MODIFIED:20231205T143354Z
UID:81864-1712167200-1712172600@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-38/
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:20240409T180000
DTEND;TZID=America/New_York:20240409T193000
DTSTAMP:20260724T010515
CREATED:20240108T174053Z
LAST-MODIFIED:20240108T174053Z
UID:82466-1712685600-1712691000@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-25/
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:20240416T180000
DTEND;TZID=America/New_York:20240416T193000
DTSTAMP:20260724T010515
CREATED:20240109T175457Z
LAST-MODIFIED:20240109T175457Z
UID:82487-1713290400-1713295800@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-26/
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:20240501T180000
DTEND;TZID=America/New_York:20240501T193000
DTSTAMP:20260724T010515
CREATED:20231205T143517Z
LAST-MODIFIED:20240423T183822Z
UID:81866-1714586400-1714591800@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-39/
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:20240503T120000
DTEND;TZID=America/New_York:20240503T133000
DTSTAMP:20260724T010515
CREATED:20240130T172917Z
LAST-MODIFIED:20240501T155515Z
UID:82929-1714737600-1714743000@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.  \nSpecial Guests: Stephanie Jones and Andrew Howell\, CFA\, FSA\,
URL:https://cfany.org/event/sustainable-investing-group-meeting-31/
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:20240506T120000
DTEND;TZID=America/New_York:20240506T130000
DTSTAMP:20260724T010515
CREATED:20240305T213006Z
LAST-MODIFIED:20240305T214801Z
UID:83528-1714996800-1715000400@cfany.org
SUMMARY:Financial Issues Forum presents Raghuram Rajan and Rohit Lamba on “Breaking the Mould: Reimagining India’s Economic Future”
DESCRIPTION:OverviewWhere is India going today? Is it surging forward\, having just overtaken the United Kingdom to become the fifth-largest economy in the world? Or is it flailing\, unable to provide jobs for the millions joining the labor force? What should India do to secure a better future? India is at a crossroads today. Its growth rate\, while respectable relative to other large countries\, is too low for the jobs the youth need. Intense competition in low-skilled manufacturing\, increasing protectionism globally and growing automation make the situation still more difficult. \nIn Breaking the Mould\, authors Raghuram Rajan and Rohit Lamba explain how it is possible to accelerate economic development by investing in India’s human capital\, expanding opportunities in high-skilled services and manufacturing centered on innovative new products\, and making India a ferment of ideas and creativity. They urge India to break free from the shackles of the past and look to the possibilities of the future. \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 SpeakerRaghuram Rajan is the Katherine Dusak Miller Distinguished Service Professor of Finance at the University of Chicago’s Booth School. He was the governor of the Reserve Bank of India (2013-2016)\, vice-chairman of the Board of the Bank for International Settlements (2015-16) and chief economist at the International Monetary Fund (2003-2006). Dr. Rajan’s research interests are in banking\, corporate finance and economic development. His book Fault Lines won the Financial Times prize for best business book in 2010 and The Third Pillar: How Markets and the State Hold the Community Behind\, was a finalist for the award in 2019. \n \nRohit Lamba is an assistant professor of economics at Pennsylvania State University and a visiting Assistant Professor of Economics at New York University Abu Dhabi. He received a Ph.D. in economics at Princeton University and was a postdoctoral fellow at the University of Cambridge. He also taught at the University of Pennsylvania and worked as an economist at the Office of the Chief Economic Adviser to the Government of India. Dr. Lamba publishes regularly in academic journals and popular media.
URL:https://cfany.org/event/financial-issues-forum-presents-raghuram-rajan-and-rohit-lamba-on-breaking-the-mould-reimagining-indias-economic-future/
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-May6_Financial_Issues_Forum-Rajan-Lamba_1920x1080-1024x576-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240509T100000
DTEND;TZID=America/New_York:20240509T120000
DTSTAMP:20260724T010515
CREATED:20240402T202632Z
LAST-MODIFIED:20241015T174546Z
UID:83918-1715248800-1715256000@cfany.org
SUMMARY:Global Investment Performance Standards
DESCRIPTION:OverviewSince it began in 1987\, GIPS has served as the golden standard for investment performance presentation.  As GIPS 2020 has evolved\, it brings more clarity to alternative assets\, private markets and asset owners and has become more important for many members of CFA Society New York to understand.  Attend this webinar to hear from two panels featuring experts in GIPS interpretation and implementation.  The first panel will provide guidance interpretation and interaction with the rules. The second panel will feature practitioners helping asset managers and asset owners around the globe on GIPS readiness and compliance. \nAgenda10:00 AM | WELCOME REMARKS \n\n10:05 AM | PERFORMANCE PANEL \nModerator \nSteven J. Lerit\, CFA\, Co-Chair\, Performance & Risk Analytics Group \nPanelists \nKaryn D. Vincent\, CFA\, CIPM\, Senior Head\, CFA Institute \n\n10:50 AM | BREAK \n\n10:55 AM | PRACTIONERS PANEL \nModerator \nAllen Xiao\, CFA\, CPA\, FCSI\, Co-Chair\, Performance & Risk Analytics Group \nPanelists \nJohn Simpson\, CIPM\, EVP & Chief Verification Officer\, TSG \nEmil Vassenine CIM\, CIPM\, Principal\, EVIV Group Inc. \n\n11: 20 AM | Q&A \n\nAdditional DetailsLearning Outcomes
URL:https://cfany.org/event/gips/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Performance & Risk Analytics,Sustainable Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/03/GIPS-Web-TIle-no-networking.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T180000
DTEND;TZID=America/New_York:20240514T193000
DTSTAMP:20260724T010515
CREATED:20240108T174222Z
LAST-MODIFIED:20240108T174222Z
UID:82468-1715709600-1715715000@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-26/
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:20240530T120000
DTEND;TZID=America/New_York:20240530T130000
DTSTAMP:20260724T010515
CREATED:20240305T213216Z
LAST-MODIFIED:20240313T153540Z
UID:83534-1717070400-1717074000@cfany.org
SUMMARY:Financial Issues Forum presents Michael Gatto on “The Credit Investor’s Handbook”
DESCRIPTION:OverviewThe leveraged credit market is currently valued at over $4 trillion and is one of the fastest-growing asset classes\, fueling demand for well-trained credit analysts. Michael Gatto’s latest book\, The Credit Investor’s Handbook: Leveraged Loans\, High Yield Bonds and Distressed Debt\, is the definitive guide for young investment professionals embarking on a career investing in the leveraged credit markets – whether public\, private\, performing or distressed. Experienced professionals will also immensely benefit from this guide as they refine their investment skills. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. \nAbout the SpeakerMichael Gatto has 25 years of investing experience in the debt markets at Silver Point Capital (a $20 billion credit-focused fund) and Goldman Sachs’ Special Situations Group. Furthermore\, he is an adjunct professor at Columbia Business School and Fordham University’s Gabelli School of Business. Michael brings these experiences together in this comprehensive manual\, teaching the skills to succeed in the dynamic and complex credit markets. He brings highly complex case studies to life using decades of his first-hand war stories and combines them with reflections from leading industry professionals\, often infused with humor\, to make the book accessible\, readable and fun.
URL:https://cfany.org/event/financial-issues-forum-presents-michael-gatto-on-the-credit-investors-handbook/
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-May30_Financial_Issues_Forum-Gatto_1920x1080-1024x576-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240603T180000
DTEND;TZID=America/New_York:20240603T193000
DTSTAMP:20260724T010515
CREATED:20231205T145012Z
LAST-MODIFIED:20231205T145012Z
UID:81879-1717437600-1717443000@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-23/
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:20240604T180000
DTEND;TZID=America/New_York:20240604T193000
DTSTAMP:20260724T010515
CREATED:20231205T171335Z
LAST-MODIFIED:20240502T152335Z
UID:81910-1717524000-1717529400@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-35/
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:20240605T173000
DTEND;TZID=America/New_York:20240606T210000
DTSTAMP:20260724T010515
CREATED:20240416T203919Z
LAST-MODIFIED:20240416T203919Z
UID:84148-1717608600-1717707600@cfany.org
SUMMARY:Introduction to Python for Business and Finance- Cognitir
DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nThis is Cognitir’s standard one-day Intro to Python course (7 hours of instruction) and may be broken up into several days.  \nMember$419if registered by 05/12Non-Member$519if registered by 05/123 Course Bundle$147915if registered by 05/123 Course Bundle$177555if registered by 05/125% discount when purchasing 3 course Cognitir bundle!Course Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: None \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for any professionals who want to gain a hands-on introduction to Python. \nWhat This Course Offers\nA solid Python foundation\nHands-on Python programming experience\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/introduction-to-python-for-business-and-finance-cognitir-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240605T180000
DTEND;TZID=America/New_York:20240605T193000
DTSTAMP:20260724T010515
CREATED:20231205T143711Z
LAST-MODIFIED:20231205T143711Z
UID:81868-1717610400-1717615800@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-40/
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:20240607T120000
DTEND;TZID=America/New_York:20240607T133000
DTSTAMP:20260724T010515
CREATED:20240130T173027Z
LAST-MODIFIED:20250401T185400Z
UID:82931-1717761600-1717767000@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-32/
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:20240611T110000
DTEND;TZID=America/New_York:20240611T123000
DTSTAMP:20260724T010515
CREATED:20240315T161017Z
LAST-MODIFIED:20240904T144607Z
UID:83684-1718103600-1718109000@cfany.org
SUMMARY:What’s Next for Greenhouse Gas Emissions Reporting Standards\, Climate Risk Management\, and Regulation
DESCRIPTION:OverviewAs new regulations and frameworks evolve to make climate data investor grade data and on par with financial data\, join us to discuss the latest regulations and climate disclosure standards and risk management techniques investors need to know. Our panelists will discuss trends and commonalities in various regulatory regimes\, how issuers are preparing for these changes\, and what data will need to be reported.   \n\n\n\nAgenda11:00 AM | WELCOME REMARKS \nSusan Hutman\, Co-Chair\, Sustainable Investing Group \n\n11:05 AM | PANEL DISCUSSION \nModerator \nEmily Berger\, CFA\, Director of Investment Risk Advisory\, PKF O’Connor Davies LLP \nPanelists \nAndrew Eil\, SCR\, Head of Climate Risk\, North America\, TCS \nRich Goode\, Partner\, PwC \nJune M. Hu\, Special Counsel\, Sullivan & Cromwell LLP \n\n12:15 PM | Q&A \n\n12:25 PM | CLOSING REMARKS \nSusan Hutman\, Co-Chair\, Sustainable Investing Group \nAdditional DetailsLearning Outcomes
URL:https://cfany.org/event/whats-next-for-greenhouse-gas-emissions-reporting-standards-climate-risk-management-and-regulation/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Sustainable Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/03/061124.png
END:VEVENT
END:VCALENDAR