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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240611T180000
DTEND;TZID=America/New_York:20240611T193000
DTSTAMP:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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:20260724T030953
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241002T180000
DTEND;TZID=America/New_York:20241002T193000
DTSTAMP:20260724T030953
CREATED:20240723T164636Z
LAST-MODIFIED:20240723T164636Z
UID:85341-1727892000-1727897400@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-42/
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:20241002T180000
DTEND;TZID=America/New_York:20241002T193000
DTSTAMP:20260724T030953
CREATED:20231205T171635Z
LAST-MODIFIED:20240201T173439Z
UID:81914-1727892000-1727897400@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-37/
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:20241007T180000
DTEND;TZID=America/New_York:20241007T193000
DTSTAMP:20260724T030953
CREATED:20231205T145413Z
LAST-MODIFIED:20231205T145413Z
UID:81887-1728324000-1728329400@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-14/
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:20241010T120000
DTEND;TZID=America/New_York:20241010T130000
DTSTAMP:20260724T030953
CREATED:20240918T190059Z
LAST-MODIFIED:20240925T174133Z
UID:86033-1728561600-1728565200@cfany.org
SUMMARY:Financial Issues Forum presents Philipp Carlsson-Szlezak and Paul Swartz \, on “Shocks\, Crises\, and False Alarms”
DESCRIPTION:OverviewThe shocks and crises of recent years—pandemic\, recession\, inflation\, war—have forced executives and investors to recognize that the macroeconomy is now a risk to be actively managed. Yet unreliable forecasting\, pervasive doomsaying and whipsawing data severely hamper the task of decoding the landscape. Are disruptions transient and ephemeral—or permanent and structural? False alarms are costly traps\, but so are true structural changes that go undetected. How can leaders avoid these macro traps to make better tactical and strategic decisions? \nIn this perspective-shifting book\, BCG Chief Economist Philipp Carlsson-Szlezak and Senior Economist Paul Swartz provide a fresh and accessible way to assess macroeconomic risk\, and a corrective to prevailing thinking and practice. Casting doubt on conventional model-based thinking\, they demonstrate a more powerful approach to building sound macroeconomic judgment. Using incisive analysis built upon frameworks\, historical context and structural narratives—what they call “economic eclecticism”—the book empowers readers with the durable skills to assess continuously evolving risks in the real economy\, financial system and the geopolitical arena. \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 SpeakerPhilipp Carlsson-Szlezak is Boston Consulting Group’s global chief economist. He also leads the Center for Macroeconomics at the BCG Henderson Institute. Philipp advises executives and investors on the tactical economic outlook and on structural change. Publishing at the intersection of finance\, macroeconomics\, and business\, he is a frequent contributor to Harvard Business Review\, World Economic Forum and other business publications. You can read Philipp’s latest thinking in his Fortune.com column. Philipp was previously chief economist at Sanford C. Bernstein\, where he covered the economy and markets for institutional investors across the global asset management industry. Earlier in his career\, he spent more than 10 years advising financial institutions and governments at BCG\, the Organization for Economic Co-operation and Development (OECD) and McKinsey & Company. \nPaul Swartz is a senior economist and director in Boston Consulting Group’s New York office. He works within the Center for Macroeconomics at the BCG Henderson Institute. Paul previously worked at AB Bernstein (Sanford C. Bernstein)\, where he covered the economy and markets for institutional investors. Earlier in his career\, Paul focused on global macroeconomic issues while working at Goldman Sachs\, the Council on Foreign Relations and Bridgewater Associates. He serves as the vice-chair to the Dean’s Advisory Board (College of Art & Sciences) at Syracuse University.
URL:https://cfany.org/event/philipp-carlsson-szlezak-and-paul-swartz-on-shocks-crises-and-false-alarms/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Student,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/09/2425-Oct10_FIF_Carlsson-Swartz_1920x1080-768x432-3.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T180000
DTEND;TZID=America/New_York:20241016T193000
DTSTAMP:20260724T030953
CREATED:20240625T152954Z
LAST-MODIFIED:20240625T153320Z
UID:85155-1729101600-1729107000@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-31/
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:20241018T120000
DTEND;TZID=America/New_York:20241018T133000
DTSTAMP:20260724T030953
CREATED:20240130T173642Z
LAST-MODIFIED:20240918T141958Z
UID:82939-1729252800-1729258200@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 join us with our guest speaker June Hu\, Sustainability and ESG Lead at law firm\, Sullivan and Cromwell. \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-36/
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:20241024T120000
DTEND;TZID=America/New_York:20241024T130000
DTSTAMP:20260724T030953
CREATED:20240918T190855Z
LAST-MODIFIED:20240925T174140Z
UID:86034-1729771200-1729774800@cfany.org
SUMMARY:Financial Issues Forum presents J. Doyne Farmer on “Making Sense of Chaos: A Better Economics for a Better World”
DESCRIPTION:OverviewWe live in an age of increasing complexity—an era of accelerating technology and global interconnection that holds more promise\, and more peril\, than any other time in human history. The fossil fuels that have powered global wealth creation now threaten to destroy the world they helped build. Automation and digitization promise prosperity for some\, unemployment for others. Financial crises fuel growing inequality\, polarization and the retreat of democracy. \nAt heart\, all these problems are rooted in the economy\, yet the guidance provided by economic models has often failed. Many books have been written about J. Doyne Farmer and his work\, but this is the first in his own words. It presents a manifesto for how to do economics better. In this tale of science and ideas\, Farmer fuses his profound knowledge and expertise with stories from his life to explain how we can bring a scientific revolution to bear on the economic conundrums facing society. \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 SpeakerJ. Doyne Farmer is an American complex systems scientist and entrepreneur who pioneered many of the fields that define the scientific agenda of our times: chaos\, complex systems\, artificial life\, wearable computing and more. He is the director of the Complexity Economics program at the Institute for New Economic Thinking at the Oxford Martin School\, Baillie Gifford Professor of Complex Systems Science at the University of Oxford\, chief scientist at Macrocosm and an external professor at the Santa Fe Institute. \nPreviously\, he was an Oppenheimer Fellow and the founder of the Complex Systems Group at Los Alamos National Laboratory. While a graduate student\, he led a cooperative that built the first wearable (and concealed) digital computer and used it in casinos\, successfully beating the house. He was a founder of Prediction Company\, an early quantitative automated trading firm that was sold to the United Bank of Switzerland in 2006. An adventurer and avid sailor\, Doyne finds time to sail his boat\, Eudemon\, and is a founder of Macrocosm\, a new company using complexity economics to guide the green energy transition. \n 
URL:https://cfany.org/event/j-doyne-farmer-on-making-sense-of-chaos/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Student,Value Investing,Virtual Events & Programming
ATTACH;FMTTYPE=image/jpeg:https://cfany.org/wp-content/uploads/2024/09/2425-Oct24_FIF-Farmer_1920x1080-768x432-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241104T180000
DTEND;TZID=America/New_York:20241104T193000
DTSTAMP:20260724T030953
CREATED:20241009T191736Z
LAST-MODIFIED:20241009T202338Z
UID:86396-1730743200-1730748600@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 \nThis month\, we’re hosting a ‘pitch meeting’ where participants are invited to prepare a 5-minute presentation on an asset of their choice
URL:https://cfany.org/event/value-investing-group-meeting-16/
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:20241106T180000
DTEND;TZID=America/New_York:20241106T193000
DTSTAMP:20260724T030953
CREATED:20240723T164747Z
LAST-MODIFIED:20240723T164747Z
UID:85342-1730916000-1730921400@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-43/
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:20241107T120000
DTEND;TZID=America/New_York:20241107T130000
DTSTAMP:20260724T030953
CREATED:20240918T191214Z
LAST-MODIFIED:20240918T191709Z
UID:86035-1730980800-1730984400@cfany.org
SUMMARY:Financial Issues Forum presents Paulina Bren on “She-Wolves: The Untold History of Women on Wall Street”
DESCRIPTION:OverviewFirst came the secretaries from Brooklyn and Queens―the “smart cookies” who learned on the job despite the obstacles. Then came the first Harvard Business School grads\, who\, despite their hard-earned diplomas\, often settled for less. Eventually came the yuppies of the 1980s in power suits and commuter sneakers. \nIn She-Wolves\, award-winning historian Paulina Bren tells the story of the first generations of women who fought their way into the bad-boy culture and lavish opulence of the finance world. If the wolves of Wall Street made a show of their ferocity\, the she-wolves did so with tough-as-nails persistence. Starting at a time when “No Ladies” signs hung across the doors of Wall Street’s clubs and unapologetic sexism and racism were the norm at top firms\, Bren chronicles the remarkable women who demanded a seat at the table. She-Wolves is an engaging and enraging look at the collision of women\, finance and New York from the go-go years to ground zero. \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 SpeakerPaulina Bren is an award-winning historian and professor at Vassar College\, where she teaches international\, gender and media studies. In addition to She-Wolves\, she is the author of The Barbizon: The Hotel That Set Women Free. She lives in New York City.
URL:https://cfany.org/event/paulina-bren-on-she-wolves/
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-Nov07_FIF-Bren_1920x1080-768x432-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241108T120000
DTEND;TZID=America/New_York:20241108T133000
DTSTAMP:20260724T030953
CREATED:20240130T173735Z
LAST-MODIFIED:20241106T161655Z
UID:82941-1731067200-1731072600@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 join us with our guest speaker Andrew Eil\, SCR\, Head of Climate Risk for North America with Tata Consultancy Services (TCS). \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-37/
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:20241112T180000
DTEND;TZID=America/New_York:20241112T190000
DTSTAMP:20260724T030953
CREATED:20241018T201357Z
LAST-MODIFIED:20241112T192740Z
UID:86592-1731434400-1731438000@cfany.org
SUMMARY:The CFA Charter Journey: How Students Can Gain A Competitive Edge
DESCRIPTION:OverviewThis engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program\, strategies for exam preparation\, and tips on developing essential soft skills that contribute to long-term professional success. \nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | WELCOME REMARKS FROM CFA SOCIETY NEW YORK  \nRob Langrick\, CFA\, CIPM\, CFA Institute \n\nUnderstanding the CFA Exam Process as Student – CFA Institute\nWhat is the CFA Program? A brief overview of the process tailored for students. CFA Institute\, the exam structure\, and the curriculum\nCareer Opportunities: Discuss the various career paths open to CFA charterholders\, highlighting the demand for financial analysts\, portfolio managers\, and investment advisors.\n\n\n\n\n\n6:15 PM | PREPARING FOR THE CFA EXAM \nDr. Andrew Spieler\, CFA\, FRM\, CAIA\, Associate Professor of Finance at Frank G. Zarb School of Business\, Hofstra University \n\nStudy Material and Resources: Provide information on official CFA study materials\, recommended textbooks\, and online resources.\nEffective Study Techniques: Share tips on creating a study schedule\, time management\, and active learning strategies.\nMock Exams and Practice Questions: Discuss the importance of practicing with mock exams and solving practice questions to assess progress and identify areas for improvement.\n\n\n6:30 PM | DEVELOPING ESSENTIAL SOFT SKILLS  \nCFA Society New York Q & A with Student Speaker: Eva Dong & James Tantachuco\, CFA \n\nBenefits of the CFA Designation: Discuss the professional recognition\, increased earning potential\, and enhanced credibility associated with the CFA.\nNetworking and Career Guidance\nMentorship Programs: Highlight the benefits of mentorship and discuss opportunities for students to connect with CFA charterholders.\nImportance of Soft Skills: Emphasize the role of soft skills in professional success\, such as communication\, teamwork\, problem-solving\, and leadership.\n\n\n6:45 PM | Q&A \n\n7:00 PM | CLOSING REMARKS & RESOURCES
URL:https://cfany.org/event/the-cfa-charter-journey-how-students-can-gain-a-competitive-edge/
LOCATION:Virtual Only
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/10/1112-CFANY-Web-Tile-e1730990445949.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T180000
DTEND;TZID=America/New_York:20241120T193000
DTSTAMP:20260724T030953
CREATED:20240625T170630Z
LAST-MODIFIED:20240625T170630Z
UID:85157-1732125600-1732131000@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-32/
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:20241121T110000
DTEND;TZID=America/New_York:20241121T120000
DTSTAMP:20260724T030953
CREATED:20241028T203037Z
LAST-MODIFIED:20250331T153105Z
UID:86726-1732186800-1732190400@cfany.org
SUMMARY:How Asset Owners Can Address Stock Market Concentration with a Novel Approach to Minimum Variance
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThe significant increase in stock concentration fueled by the performance of tech stocks is driving the search for large cap equity exposure that provides enhanced diversification\, tighter industry\, country and region constraints and positive factor exposure. Hear how one US asset owner achieved this with a novel approach to minimum variance strategies. In this webinar the panel will discuss the changing dynamics of the US equity market and growing interest for minimum variance approaches. Attendees will learn about the key differences between a new and a traditional approach to minimum variance investing and how to obtain a more nuanced low-risk exposure to equities\, modify the risk characteristics of strategic asset allocations\, and implement defensive strategies. \nAgenda11:00 AM | OPENING REMARKS \n\n11:05 AM | PANEL DISCUSSION \nModerator \nGilles Hilary\, Ph.D.\, Professor\, Georgetown University \nPanelists \nScott Dohemann\, CFA\, Head of the BlackRock Index Sales Team-Pensions\, Foundations\, and Family Offices\, BlackRock \nAndrew Dougan\, D.Phil\, Managing Director\, Wilshire Indexes \nThomas Toth\, Managing Director\, Wilshire Advisors \n\n11: 55 AM | Q&A
URL:https://cfany.org/event/how-asset-owners-can-address-stock-market-concentration-with-a-novel-approach-to-minimum-variance/
LOCATION:Virtual Only
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2024/10/1121-CFANY-Web-Tile.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T180000
DTEND;TZID=America/New_York:20241203T193000
DTSTAMP:20260724T030953
CREATED:20241125T155319Z
LAST-MODIFIED:20241125T155319Z
UID:87031-1733248800-1733254200@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-15/
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
END:VCALENDAR