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X-WR-CALDESC:Events for CFA Society New York
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DTSTART:20240310T070000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T180000
DTEND;TZID=America/New_York:20240403T193000
DTSTAMP:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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:20260724T020601
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240611T180000
DTEND;TZID=America/New_York:20240611T193000
DTSTAMP:20260724T020601
CREATED:20240108T174327Z
LAST-MODIFIED:20240108T174327Z
UID:82470-1718128800-1718134200@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-27/
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:20240612T173000
DTEND;TZID=America/New_York:20240613T210000
DTSTAMP:20260724T020601
CREATED:20240416T204157Z
LAST-MODIFIED:20240503T211443Z
UID:84150-1718213400-1718312400@cfany.org
SUMMARY:Intro to Data Science for Business and Finance (Advanced Python)
DESCRIPTION:Please note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop. This prerequisite Python course takes attendees\, on average\, 8-10 hours to complete and does not need to be completed in one sitting. \nOverviewA two-day virtual course\, Presented by Cognitir. \nThe amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an innovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \nMember$419if registered by 05/12Non-Member$519if registered by 05/123 Course Bundle$128915if registered by 05/123 Course Bundle$157799if registered by 05/125% discount when purchasing 3 course Cognitir bundle!Course Curriculum×Course Curriculum\n\nIntroduction to Data Science for Finance & Fintech\n\n\nWhat is data science\, why is it relevant to finance & fintech?\nApplications of data science to finance & fintech industries\n\n\nThe Data Science Process\n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & recommendations\n\n\nOverview of the Most Common Data Science Methods\n\nSupervised vs. unsupervised learning\n\n\nClassification in Python for Finance & Fintech\n\nWhen to use classification tasks\nOverview and implementation of decision tree classification in Python to\nobtain better customer insights\nEvaluation of classification tasks using accuracy\, confusion matrices\,\nexpected value\, etc.\nVisualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\nSelecting informative attributes via information gain and entropy analyses\n\n\nClustering in Python for Finance & Fintech\n\nWhen to use clustering tasks\nOverview and implementation of k-means clustering in Python to understand\nstock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\n\nBig Data for Finance\n\nWhat is big data and why is big data relevant to finance & fintech\nHow does big data relate to the concepts taught in this course?\nOverview of most common big data technologies\n\n\nWrap-Up and Summary\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: Introduction to Python or the equivalent \nDuration: 1 Day (or 1 day course broken up into multiple days)\ninfo@cognitir.com\n+1 908 505 5991 (US)\nwww.cognitir.com \nCloseAdditional DetailsWho Is This ForThis course is relevant for professionals who want to gain a hands-on introduction to essential data science methods that are utilized in finance and fintech. \nPrerequisitesPlease note that you must have introductory Python programming skills before attending this workshop. \nCognitir offers an online Introduction to Python course that you can enroll in and complete if you don’t have basic Python skills. Our specific\nintroductory Python course is not required; any introductory course is fine. \nWhat This Course Offers\nAn overview of data science methods relevant to finance and fintech\nExplanation of the hype around data science\, machine learning & big data\nHands-on Python programming experience\n\nUnderstanding of effective data visualization techniques using Python\n\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/intro-to-data-science-for-business-and-finance-advanced-python-2/
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:20240618T120000
DTEND;TZID=America/New_York:20240618T130000
DTSTAMP:20260724T020601
CREATED:20240305T220001Z
LAST-MODIFIED:20240411T161729Z
UID:83561-1718712000-1718715600@cfany.org
SUMMARY:Financial Issues Forum presents Paolo Zannoni on “Money and Promises: Seven Deals that Changed the World”
DESCRIPTION:OverviewWhere did modern banking come from―and how does this history help us understand financial crises? Join us for a virtual event with distinguished banker\, executive and historian Paolo Zannoni\, as he discusses his forthcoming book\, Money and Promises\, and examines the complex relationship between states and banks that has changed the world. Drawing on in-depth archival research\, he explores seven case studies: the Republic of Pisa\, 17th-century Venice\, the early years of the Bank of England\, imperial Spain\, the Kingdom of Naples\, the nascent United States during the American Revolution and Bolshevik Russia in 1917 through 1923. Zannoni also tells the story of how the Continental Congress established the first public bank in North America\, exploring the roles of Thomas Jefferson\, Benjamin Franklin and Alexander Hamilton. \nSpanning many countries\, political systems and historical eras\, this book shows that at the heart of these institutions is an intricate exchange of debts and promises that shaped the modern world as we know it. \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 SpeakerPaolo Zannoni is the executive deputy chairman of the Board of Prada\, president of Prada Holding and international advisor to the executive office of Goldman Sachs International. He is also a member of the advisory board of the Jackson Institute and the Center for International Finance at Yale University. His former positions over a distinguished and global financial career include partner of Goldman Sachs\, chairman of the board of Prysmian\, president of Fiat USSR and president of Fiat USA.
URL:https://cfany.org/event/financial-issues-forum-presents-paolo-zannoni-on-money-and-promises-seven-deals-that-changed-the-world/
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-jun18_financial_issues_forum-zannoni_1920x1080.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240619T173000
DTEND;TZID=America/New_York:20240620T210000
DTSTAMP:20260724T020601
CREATED:20240418T161938Z
LAST-MODIFIED:20240418T161938Z
UID:84280-1718818200-1718917200@cfany.org
SUMMARY:Intro to Data Visualization and Business Analytics with Microsoft Power BI - Cognitir
DESCRIPTION:There are no prerequisites for this course\, though some may find it helpful to have experience with Microsoft Excel and Power Query\, as Power BI uses similar formulas and frameworks. \nOverviewStrong data culture is a sine qua non for effective organizations in the digital age\, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally\, firms that are invested in crafting a compelling\, authentic narrative from their data are uniquely positioned to establish enduring brands\, often thriving in the dynamic markets and uncertain times we find ourselves in. When it comes to communicating such insights in service of a great mission or brand\, there are few things that can beat a striking data visualization. \nOver the course of a single day\, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products. Participants will learn how to gather relevant data from sample spreadsheets\, overcome common data preparation obstacles\, and build an interactive dashboard they can publish to the web. \nAt the conclusion of the workshop\, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts\, and which they can then use to obtain better insights into their own work and/or share it with their co-workers. \nMember$419if registered by 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\n\nIntroduction\n\nWalkthrough\nwhat is Microsoft Power BI?\nSuccess stories and use cases\nHow companies and individuals have used dashboards successfully to become more data-driven\nInitial Setup\nReview of popular resources for Power BI\n\n\nConnecting Data and Transforming Data in Power BI\n\nHow does Power BI connect to our data?\nHow might we clean and transform our data to prepare it for a dashboard?\nWhat is Power Query and how does it work?\nUpdating and modifying data loads\nCustomizing a table we’ve loaded\nCustomizing and adding columns to a table\n\n\nTable Relationships and Data Models\n\nIntroduction to the Relationships pane in Power BI\nHow does one establish relationships?\nCardinality of relationships\nFact and Dimension tables\nBasic schema types (data models) and normalization\n\n\nData Analysis with DAX and M \n\nM and Power Query\nDAX and the Data pane\nWhen to use M and when to use DAX\nCommon M transformations\nCommon DAX transformations\nMeasures\, filters\, and contexts\n\n\nData Visualization\n\nIntro to the Report pane\nTiles\, tabs\, and filters\nCommon visualizations and their use cases\nFormatting a visual\nSlicers and Interactions\nStyling and Accessibility\n\n\nSummative Project\, Exit Review\, and Next Steps\n\nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA \nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir (pronounced: cog-ni-teer) was founded by David Haber and Neal Kumar in August 2015 because both founders are passionate about teaching and find joy in helping others acquire knowledge. The main reason for this is simple: knowledge is a key ingredient in fostering innovation. If individuals can learn skills and problem solving techniques that help them solve the world’s toughest problems\, what types of innovation will the world experience? The possibilities are endless. \n\nCourse and Contact Information\nLevel: Beginner\nPrerequisite: 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 professionals who want to learn how to use the world’s leading data analytics and business intelligence software to turn data into strategic assets. \nWhat This Course Offers\nOverview of Business Analytics and Data Visualization\nProblem Solving Strategies\nEngaging Training Environment\nMicrosoft Power BI Fundamentals\nHands-On Experience\nSupport Beyond the Classroom
URL:https://cfany.org/event/intro-to-data-visualization-and-business-analytics-with-microsoft-power-bi-cognitir/
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:20240712T120000
DTEND;TZID=America/New_York:20240712T133000
DTSTAMP:20260724T020601
CREATED:20240130T173316Z
LAST-MODIFIED:20240613T193804Z
UID:82933-1720785600-1720791000@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-33/
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:20240716T180000
DTEND;TZID=America/New_York:20240716T193000
DTSTAMP:20260724T020601
CREATED:20240109T175607Z
LAST-MODIFIED:20240625T152402Z
UID:82489-1721152800-1721158200@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-27/
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:20240717T180000
DTEND;TZID=America/New_York:20240717T193000
DTSTAMP:20260724T020601
CREATED:20240108T174450Z
LAST-MODIFIED:20240625T152705Z
UID:82472-1721239200-1721244600@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-28/
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:20240805T180000
DTEND;TZID=America/New_York:20240805T193000
DTSTAMP:20260724T020601
CREATED:20231205T145232Z
LAST-MODIFIED:20231205T145232Z
UID:81883-1722880800-1722886200@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-25/
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:20240807T180000
DTEND;TZID=America/New_York:20240807T193000
DTSTAMP:20260724T020601
CREATED:20231205T171507Z
LAST-MODIFIED:20240201T173412Z
UID:81912-1723053600-1723059000@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-36/
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:20240820T180000
DTEND;TZID=America/New_York:20240820T193000
DTSTAMP:20260724T020601
CREATED:20240109T175757Z
LAST-MODIFIED:20240109T175757Z
UID:82491-1724176800-1724182200@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-28/
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:20240903T173000
DTEND;TZID=America/New_York:20240903T183000
DTSTAMP:20260724T020601
CREATED:20240411T163226Z
LAST-MODIFIED:20240903T184413Z
UID:84076-1725384600-1725388200@cfany.org
SUMMARY:Financial Reporting and Analysis Group Meeting
DESCRIPTION:Group DescriptionThe Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). \nThis month join us with special guest\, Daniel Newman\, J.D.\, COO\, CySight \nJOIN THIS GROUP
URL:https://cfany.org/event/financial-reporting-and-analysis-group-meeting-13/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Financial Reporting and Analysis Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240904T180000
DTEND;TZID=America/New_York:20240904T193000
DTSTAMP:20260724T020601
CREATED:20240723T164522Z
LAST-MODIFIED:20240723T164522Z
UID:85340-1725472800-1725478200@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-41/
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:20240906T120000
DTEND;TZID=America/New_York:20240906T133000
DTSTAMP:20260724T020601
CREATED:20240130T173512Z
LAST-MODIFIED:20240903T184934Z
UID:82937-1725624000-1725629400@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 month we welcome special guest\, Julie Gorte\, SVP of Sustainable Investing at Impax Asset Management LLC! \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-35/
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:20240918T180000
DTEND;TZID=America/New_York:20240918T193000
DTSTAMP:20260724T020601
CREATED:20240625T152852Z
LAST-MODIFIED:20240625T152852Z
UID:85156-1726682400-1726687800@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-30/
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:20240925T120000
DTEND;TZID=America/New_York:20240925T130000
DTSTAMP:20260724T020601
CREATED:20240918T183953Z
LAST-MODIFIED:20240918T184630Z
UID:86032-1727265600-1727269200@cfany.org
SUMMARY:Financial Issues Forum presents Rob Lalka on “The Venture Alchemists: How Big Tech Turned Profits Into Power
DESCRIPTION:OverviewMark Zuckerberg. Larry Page. Sergey Brin. Keith Rabois. Peter Thiel. David Sacks. Travis Kalanick. Bill Shockley. J.D. Vance. In The Venture Alchemists: How Big Tech Turned Profits Into Power\, Rob Lalka demystifies how tech entrepreneurs built empires that made trillions while also shattering our faith\, as they are now blamed for spreading lies\, breaking laws and causing chaos. Using leaked documents and previously unpublished archival material\, Lalka takes readers inside Big Tech’s worst exploitations and abuses\, alongside many good intentions and moral compromises. \nBut this story remains unfinished\, and The Venture Alchemists ultimately offers hope from the people who\, decades ago\, warned about the risks of the emerging Internet. Their insights illuminate a path toward more responsible innovations\, so that technologies aren’t dangerous weapons but valuable tools that ensure progress\, improve society and enhance our daily lives. \nThis program is free\, but advance registration is required. Registered guests will receive the link prior to the program. The first 100 attending guests will receive a FREE electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. \nAbout the SpeakerRob Lalka is the Albert R. Lepage Professor in Business and executive director of the Albert Lepage Center for Entrepreneurship and Innovation at Tulane University. He is on the board of directors of Blue Cross and Blue Shield of Louisiana and Public Democracy\, Inc. Previously\, he served on the US Secretary of State’s policy planning staff and in the State Department’s Office of Global Partnerships. He was a director at Village Capital and was a senior advisor at the Howard G. Buffett Foundation.
URL:https://cfany.org/event/rob-lalka-on-the-venture-alchemists/
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/2024/09/2425-Sep25_FIF-Lalka_1920x1080-1.jpg
END:VEVENT
END:VCALENDAR