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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200908T110000
DTEND;TZID=America/New_York:20200908T120000
DTSTAMP:20260715T042609
CREATED:20200714T181402Z
LAST-MODIFIED:20200902T235000Z
UID:61994-1599562800-1599566400@cfany.org
SUMMARY:What One LATAM Central Bank Reserve Fund Manager Thinks about the Crisis
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHector Resendiz\, CFA\, of Mexico’s Central Bank will be interviewed by Jo Paisley of GARP. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda11:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n11:05 AM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nJo Paisley\, Co-President\, GARP Risk Institute (GRI) \n\n\nInterviewee\nHector Resendiz\, CFA\, Deputy Manager – Investment Risks\,  Central Bank of Mexico \n\n\n11:45 AM | Q&A FROM AUDIENCE \n\n12:00 PM |  CLOSING REMARKS \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nAsset Allocation\nManager Search & Selection\nInvestment Policy
URL:https://cfany.org/event/what-one-latam-central-bank-reserve-fund-mgr-thinks-about-crisis/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200909T183000
DTEND;TZID=America/New_York:20200909T193000
DTSTAMP:20260715T042609
CREATED:20200811T193647Z
LAST-MODIFIED:20200908T161300Z
UID:62388-1599676200-1599679800@cfany.org
SUMMARY:Rising Dragons: Chinese Big Tech and Their Global Ambitions
DESCRIPTION:OverviewThe geopolitical rise of China has been accompanied by the meteoric rise of a handful of mega-cap Chinese technology companies. Will these category-killers stop in the Pac Rim\, or will their dominance expand abroad to challenge the large U.S. firms? \nAgenda6:30 PM | WELCOMING REMARKS \n\nMartin Pomp\, CFA\, Co-Chair\, Global Investing Group \nMary Wadsworth Darby\, Chief Representative\, CKGSB Americas  \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nLyric Hughes Hale\, Editor-in-chief\, EconVue \nPanelists \nAndrew Bishop\, Partner\, Global Head of Policy Research\, Signum Global Advisors \nWilson Liu\, CFA\, CPA\, Founder\, Chairman\, Chief Executive Officer\, Etao International Group Inc. \nProfessor Wei Li\, Professor of Economics\, Associate Dean of English MBA\, Director of the Case Center\, Director of the China Economy and Sustainable Development Center\, CKGSB \n\n\n7:20 PM | Q&A \n\n7:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nMartin Pomp\, CFA\, Co-Chair\, Global Investing Group \n\nAdditional DetailsLearning Outcomes \n\nOverview of the rise and dominance of the handful of Big Tech firms from China.\nHow they compete overseas\, and what this means for global equity investors.\nHow their global ambitions may affect competitors\, and whether non-Chinese governments may attempt to stop their proliferation (e.g. Huawei).
URL:https://cfany.org/event/rising-dragons-chinese-big-tech-and-their-global-ambitions/
LOCATION:Virtual Only
CATEGORIES:Conference / Seminar,Global Investing Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200914T120000
DTEND;TZID=America/New_York:20200914T130000
DTSTAMP:20260715T042609
CREATED:20200812T200742Z
LAST-MODIFIED:20200902T235501Z
UID:62402-1600084800-1600088400@cfany.org
SUMMARY:One Wealthy Family’s Journey to Investing With Purpose
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nTamara Larsen\, Executive Director\, Head of Mission Aligned Investing\, Agility/Perella Weinberg Partners \n\n\nInterviewee\nValerie Rockefeller\, Chair of the Board of Directors\, Rockefeller Brothers Fund \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Selection\nInvestment Policy
URL:https://cfany.org/event/one-wealthy-familys-journey-to-investing-with-purpose/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200916T170000
DTEND;TZID=America/New_York:20200916T180000
DTSTAMP:20260715T042609
CREATED:20200807T220057Z
LAST-MODIFIED:20200820T174332Z
UID:62344-1600275600-1600279200@cfany.org
SUMMARY:Become a Society Leader: Board\, Committees\, Interest Groups
DESCRIPTION:Overview This event is an informational session\, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and the election process for the Board of Directors and Nominations Committee at CFA Society New York. You will meet the current leadership team\, gain insight into the formative role that the direct involvement of volunteers like you plays toward CFA Society New York’s mission and vision\, and appreciate how driving thought leadership—and elevating CFA Society New York’s status as a leading forum in the investment community—will not only support Society membership at large\, but have profound impacts on both your personal and professional life. \nAs one of the largest member societies of the CFA Institute and a leading forum for the investment community\, CFA Society New York is committed to promoting the highest professional standards in the investment industry. CFA Society New York  has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFA Society New York promulgates and upholds.  \nIn addition\, fairly recent corporate governance changes have created a catalytic environment for CFA Society New York members to get involved and lend their own vision to that of the leading-edge developments at CFA Society New York\, and to elevate the organization to be the foremost of its kind for the investment community.  \n\nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nThis program will provide: \nAn introduction to CFANY\, the current leadership team\, its mission and construct. \nInformation about the leadership structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy. \nInformational presentation followed by a Q&A session. \n\nCandidate Application Forms
URL:https://cfany.org/event/become-a-society-leader-board-committees-interest-groups/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200917T160000
DTEND;TZID=America/New_York:20200917T170500
DTSTAMP:20260715T042609
CREATED:20200804T051009Z
LAST-MODIFIED:20200909T191503Z
UID:62264-1600358400-1600362300@cfany.org
SUMMARY:Fifth Annual Global Macro Outlook
DESCRIPTION:OverviewMacroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies\, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition\, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape. \nAgenda4:00 PM | OPENING REMARKS \n\nDavid Motsonelidze\, CFA\, Director of Macro Strategy\, Stifel \n\n\n4:05 PM | PANEL DISCUSSION \n\nModerator \nGary Regenstreif\, Executive Editor\, S&P Global Market Intelligence \nPanelists \nDiana Amoa\, CFA\, Managing Director / Global Fixed Income Portfolio Manager\, JP Morgan Asset Management \nGabriele Foà\, Portfolio Manager\, Algebris Investments  \nMichael Ponikiewicz\, Vice President\, Portfolio Manager\, Multi-Asset Class Strategies\, Acadian Asset Management \nAlessio de Longis\, CFA\, Head of GTAA Solutions\, Senior Portfolio Manager\, Invesco \nAnthony Woodside\, CFA\, FRM\, Global Fixed Income Portfolio Manager\, Neuberger Berman \n\n\n4:50 PM | Q&A \n\n5:05 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAnna Sembos\, PhD\, CFA\, Managing Director\, CIFC Asset Management \n\nAdditional DetailsLearning Outcomes \n\nJoin us on September 17th to be part of the discussion covering:\nWhat are the key macro trends today?\nWhat are the dominant political and economic forces that speakers foresee impacting markets in the future?\nHow is macro strategy implementation changing?\nWhy have many macro managers struggled to generate attractive returns over the course of the past few years?\nWhat investment opportunities do the speakers see across commodities\, interest rates\, equities and foreign exchange?
URL:https://cfany.org/event/fifth-annual-global-macro-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200917T183000
DTEND;TZID=America/New_York:20200917T200000
DTSTAMP:20260715T042609
CREATED:20200910T042502Z
LAST-MODIFIED:20200916T183046Z
UID:62849-1600367400-1600372800@cfany.org
SUMMARY:Day in the Life Career Event Series: Corporate & Investment Banking
DESCRIPTION:OverviewDay in the Life Career Event Series\nWe are excited to launch our “Day in the Life” Career Event Series which aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services\, exchange ideas\, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other. \nCorporate & Investment Banking\nJoin us to get an overview of the Corporate & Investment Banking industry as we invite members of CFA Society New York to share their roles\, day-to-day tasks\, recent deals and more. We will discuss the various coverage and product groups that make up the department and hear the recent industry trends that are impacting the industry. \nGroup Description×Group Description \nThe Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students\, exam candidates\, and recent charterholders) to develop their professional and leadership skills\, facilitate in the building of new relationships\, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials\, industry panel discussions\, career development workshops\, among other events\, \nIf you would like to participate in this group\, or attend industry events\, career development workshops\, speaker series\, and networking opportunities\, please contact us at ylg@cfany.org\, to be added to the Young Leaders distribution list or join our LINKEDIN GROUP. \nCloseSpeakers\nRodrigo Cortez\, CFA – Investment Banking (Power\, Energy & Renewables) at Guggenheim \nJessica Grima – Global Corporate Banking \nEva Liang\, CFA – Corporate Banking (Leveraged Finance) at Sumitomo Mitsui Banking Corporation \nJonathan Wadowski – Investment Banking (Financial Institutions Group) at Macquarie Capital \n\nAdditional DetailsLearning Outcomes \n\nOverview of the corporate & investment banking industry\nDiscuss the various coverage and product groups in banking\nHear recent industry trends and transactions\nNetwork with other banking professionals\n\nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nRodrigo Cortez\, CFA\, Investment Banking (Power\, Energy & Renewables\, Guggenheim \nJonathan Wadowski\, Investment Banking (Financial Institutions Group)\, Macquarie Capital \nEva Liang\, CFA\, Corporate Banking (Leveraged Finance)\, Sumitomo Mitsui Banking Corporation \nJessica Grima\, Global Corporate Banking\, J.P. Morgan \n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTIO
URL:https://cfany.org/event/day-in-the-life-career-event-series-corporate-investment-banking/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200921T120000
DTEND;TZID=America/New_York:20200921T130000
DTSTAMP:20260715T042609
CREATED:20200828T162224Z
LAST-MODIFIED:20200921T191425Z
UID:62613-1600689600-1600693200@cfany.org
SUMMARY:What the Sovereign Fund from the Least Corrupt Country Thinks About ESG and More
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nTransparency International named Denmark the least corrupt country. Hear from Morten Kjærgaard\, Danmarks Nationalbank as he is interviewed by Soren Elbech of JP Morgan. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nSøren Elbech\, Head of Supranationals\, J.P. Morgan \n\n\nInterviewee\nMorten Kjærgaard\, Head of Reserve Management\, Danmarks Nationalbank \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search\nInternational Investments
URL:https://cfany.org/event/what-the-sov-fund-from-least-corrupt-country-thinks-abt-esg/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200922T130000
DTEND;TZID=America/New_York:20200922T143000
DTSTAMP:20260715T042609
CREATED:20200720T164553Z
LAST-MODIFIED:20200922T191055Z
UID:62056-1600779600-1600785000@cfany.org
SUMMARY:Epidemiology of Volatility Transmission and Regime Change Risk Models
DESCRIPTION:OverviewThere are common pathways in the transmission of viruses and volatility. Volatility\, like infectious disease\, is transmitted through common sources of infection. Sources of volatility transmission include investor psychology\, market contagion\, and liquidity pressures. The science of epidemiology\, the Kermack-McKendrick SIR Model (1927) and “Reproduction Ratio” are useful mechanisms to examine market contagion and volatility spikes – both UP and down. \nMost quantitative risk models fail to detect regime changes. Because quant alpha and risk models rely heavily on historical data\, off-the-shelf risk models are unable to rapidly respond to exogenous epochs like novel coronavirus (COVID-19). This presentation will discuss these issues. It will further demonstrate how asset managers are using Machine Learning to uncover correlated sources of risk and classify and monetize differentiated sources of potential alpha in ways that quantitative risk models cannot handle. \nAgenda1:00 PM | WELCOMING REMARKS \n\nRichard E. Ottoo\, PhD\, CFA\, FRM\, Vice President\, Certifications and Educational Programs Group/FRM Program\, Global Association of Risk Professionals \n\n\n1:05 PM | KEYNOTE SPEAKER \n\nRichard P. Roche\, CAIA\, Managing Director\, Little Harbor Advisors\, LLC \n\n\n1:30 PM | Q&A \n\n1:45 PM | BREAK \n\n1:50PM | KEYNOTE SPEAKER \n\nSteven J. Lerit\, CFA\, Client Portfolio Manager\, Washington Crossing Advisors \n\n\n2:15 PM | Q&A \n\n2:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nRichard E. Ottoo\, PhD\, CFA\, FRM\, Vice President\, Certifications and Educational Programs Group/FRM Program\, Global Association of Risk Professionals \n\nAdditional DetailsLearning Outcomes \n\nExplain Viral/Volatility Epidemiological Model (Kermack-McKendrick SIR)\nDiscuss virus and VOL super-spreaders and the common vectors of transmission\nUnderstand why most quantitative risk models fail to detect regime change\nUnderstand fat-tail\, multi-asset class and turbulence-enhanced risk models\nDescribe how to identify and highlight unknown risk exposures\nAnalyze monthly economic sector returns and sector correlation heat maps
URL:https://cfany.org/event/the-evolution-of-machine-learning-in-investment-management/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200923
DTEND;VALUE=DATE:20200926
DTSTAMP:20260715T042609
CREATED:20200530T182739Z
LAST-MODIFIED:20200626T203924Z
UID:60996-1600819200-1601078399@cfany.org
SUMMARY:Introduction to Project Finance Modeling
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up- the way it’s done on the job. \nTaught by experienced project finance professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \n\nLearn the key principles of Project Finance\nBuild a project finance transaction model from the ground up\nUnderstand commonly used project financing structures\nIncludes Excel Project Finance model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course SyllabusPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\n\nIntroduction to Project Finance\nThis section provides a conceptual overview of project finance and is intended to provide students with the basic understanding of the financial structure of the Project Finance Model Case Study. \n\nWhat is project finance\nDifference between project finance and corporate finance\nProject finance structure\nProject finance risks and risk changes over time\nConstraints to project finance investment\nSources of project finance\n\nProject revenues and costs\nDebt financing instruments and characteristics\nEquity financing and characteristics\n\n\nIntroduction to key project finance metrics\nTypes of project documentation\n\nProject Finance Modeling Best Practices\nThis section discusses and provides practical excel exercises for formats\, functions\, and formulas which will be used in the Project Finance Model Case Study \n\nFeatures of the financial model\nImportance of financial models\nModeling best practices (12 rules)\n\nProject Finance Model Case Study\, Phase 1\nThis section is a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 1: Introduction to the Project Finance Model Case Study\n\nOverview of case study project\nBaseline financial structure of case study (eg: revenue\, cost\, capital structure)\n\n\nProject Finance Model Part 2: Setting Up A Template Worksheet\n\nFormatting a template sheet for easy viewing\nIntroduce model headings\, output messages\, units\, and timelines\n\n\nProject Finance Model Part 3: Setting Up the Timing Sheet\n\nSet up the proper model periodicity using key excel functions\n\n\nProject Finance Model Part 4: Setting Up Inputs Sheets\n\nCategorically set up input sheets which can run multiple scenarios\nCreate flexibility for revenues\, expenses\, leverage\, and financing assumptions\nSet up static and time-based inputs for model calculations\n\n\n\nProject Finance Model Case Study\, Phase 2\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 5: Creating Timing Flags\n\nCode flexible timing flags for triggers\, construction\, and operational periods\nCalculate flexible percent completion flags\n\n\nProject Finance Model Part 6: Integrating Financial Statements\n\nSet up an integrated Cashflow Statement\, Balance Sheet\, and Income Statement\nUnderstand dependences between the 3 financial statements and calculations\n\n\nProject Finance Model Part 7: Capital Costs Calculations\n\nCode control accounts for project expenditures\nCalculate fixed assets during construction\nDevelop depreciation calculations and integrate into financial statements\n\n\nProject Finance Model Part 8: Implementing a Checks Sheet\n\nBuild a project checks sheet with a tolerance level\n\n\nProject Finance Model Part 9: Reserve Accounts\n\nDevelop working capital accounts to account for timing differences of cash received and expended\nCode operational period calculations including routine operations and major maintenance expenditures\nLink operational period calculations to financial statements\n\n\nProject Finance Model Part 10: Debt Financing Calculations\n\nCode senior debt and subordinated debt calculations\nUnderstand the impact of cashflow available or debt service to repayment of debt financing\nCalculate debt drawdown\, debt principal\, and debt interest\n\n\nProject Finance Model Part 11: Equity and Dividend Calculations\n\nCalculate equity injections and redemptions\nCreate a dividends control account and constraints to equity distributions\n\n\n\nProject Finance Model Case Study\, Phase 3\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 12: Project Taxation\n\nCalculate profit chargeable to corporation tax\nSet up a corporation tax control account to link to financial statements\n\n\nProject Finance Model Part 13: Ratios and Returns\n\nDevelop a debt service coverage ratio calculation\, NPV Calculation\, Project and Equity IRR calculation\nCreate project outputs and management overviews including a sources and uses table and management dashboard\n\n\nProject Finance Model Part 14: Final Project Finance Model Review\n\nCode in VBA to analyze project and equity IRRs of multiple scenarios simultaneously\nLearn summary and perform sensitivity analysis\n\n\n\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nThis boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/introduction-to-project-finance-modeling-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200924T084500
DTEND;TZID=America/New_York:20200924T140000
DTSTAMP:20260715T042609
CREATED:20200730T220828Z
LAST-MODIFIED:20250609T184435Z
UID:62194-1600937100-1600956000@cfany.org
SUMMARY:Global Policymakers Series (GPS): Third Quarter Summit 2020
DESCRIPTION:Global Policymakers Series (GPS)Third Quarter Summit 2020OverviewA virtual  Asset Owner Series™ event \nThis series of webinars will include speakers that are political figures in the US\, primarily\, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights. \nAgenda and Lineup8:50 AM | INTRODUCTION \n\nThomas Brigandi\, CFA\, Vice Chair – Board of Directors\, CFA Society New York; Founder\, Global Policymakers Series \n\n\n8:55 AM | WELCOMING REMARKS \n\nCarole K. Crawford\, CFA\, Founder\, Managing Director\, fincap360; Secretary – Board of Directors\, CFA Society New York \n\n\n9:00 AM | PANEL \n\nModerator \nDaniel Fridson \, Managing Director\, Arrivato LLC \n\nPanelists \nKen Phelan\, First Chief Risk Officer\, U.S. Department of the Treasury (Ret.) \n\n\n10:00 AM | PANEL \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanelists \nPedro Guazo\, Representative of the Secretary-General for Investments\, United Nations Joint Staff Pension Fund \nAbdiel Santiago\, Chief Executive Officer\, Chief Investment Officer\, Fondo de Ahorro de Panamá (Sovereign Wealth Fund of Panama) \nIvan Zelenko\, Chief Investment Officer\, World Bank Pension Fund \n\n\n1:00 PM | PANEL \nIntroduction\nGustavo Herkenhoff Moreira\, CFA\, MSc.\, Vice President\, CFA Society Brazil\n \n\nModerator \nMargaret Franklin\, CFA\, President\, Chief Executive Officer\, CFA Institute \n\nPanelist \nRoberto de Oliveira Campos\, Governor\, Banco Central do Brasil \n\n\n2:00 PM | CLOSING REMARKS \n\nDennis A. Johnson\, CFA\, Former Chief Strategy Officer\, Public Investment Fund (PIF) of the Kingdom of Saudi Arabia  \n\nAdditional DetailsLearning Outcomes \n\nPublic policy impact on investments\nPublic pension underfunding factors
URL:https://cfany.org/event/global-policymakers-third-qtr-summit-2020/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200925T130000
DTEND;TZID=America/New_York:20200925T140000
DTSTAMP:20260715T042609
CREATED:20200914T222221Z
LAST-MODIFIED:20200923T190918Z
UID:63061-1601038800-1601042400@cfany.org
SUMMARY:Sustainable Investing: A Path to a New Horizon
DESCRIPTION:OverviewVirtual fireside chat with Georg Kell\, Chairman of Arabesque and Herman Bril\, Director\, Office of Investment Management\, United Nations Joint Staff Pension Fund\, authors of a new book ’Sustainable Investing: A Path to a New Horizon’ to explore the trends that are accelerating the shift towards sustainable investing. \nFeaturing contributions from global thought-leaders and high-level practitioners\, this book tells the story of how the convergence between corporate sustainability and sustainable investing is now becoming a major force driving systemic market changes. The idea and practice of corporate sustainability is no longer a niche movement\, bit is now on top of the agenda of the boardrooms of leading corporations on all continents. At the same time\, investors are increasingly paying attention to sustainability factors in their analysis and decision-making\, thus reinforcing market transformation. This book discusses the link between sustainability and investment practices—a link\, which is increasingly discussed under the Environment\, Social\, Governance (ESG) label.  \nThe virtual fireside chat will cover some of the key topics from the book\, including: \n\nHow systemic market change is influenced by various contextual factors that impact how sustainable investing is perceived and practiced. \nWhy the integration of ESG factors in investment decisions is impacting markets on a large scale and changing practices of major market players (e.g. pension funds) as well as educational programs at business schools. \nHow technology and the increasing datafication of sustainability act as further accelerators of such change.\n\nAgenda1:00 PM | WELCOMING REMARKS \n\nHenrik Jeppesen\, CFA\, Head of Investor Outreach\, North America\, Carbon Tracker \n\n\n1:05 PM | FIRESIDE CHAT \n\nModerator \nHenrik Jeppesen\, CFA\, Head of Investor Outreach\, North America\, Carbon Tracker \nPanelists \nHerman Bril\, Director\, Office of Investment Management\, United Nations Joint Staff Pension Fund \nGeorg Kell\, Chairman\, Arabesque \n\n\n1:45 PM | Q&A \n\n2:00 PM | CLOSING REMARKS \n\nHenrik Jeppesen\, CFA\, Head of Investor Outreach\, North America\, Carbon Tracker \n\nAdditional DetailsLearning Outcomes \n\nEducate attendees about latest developments in the maturing field of Sustainable Investing\nEducate attendees about ESG integration\n Educate attendees about the use of new data and additional sources to make better investment decisions
URL:https://cfany.org/event/sustainable-investing-a-path-to-a-new-horizon/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200928T120000
DTEND;TZID=America/New_York:20200928T130000
DTSTAMP:20260715T042609
CREATED:20200901T130511Z
LAST-MODIFIED:20201005T174350Z
UID:62651-1601294400-1601298000@cfany.org
SUMMARY:Hear How One State Pension Plan is Dealing with Covid Pressures
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nAmy McGarrity\, Colorado PERA will be interviewed by John Bowman of CAIA on the pressures and how to manage them. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \n\n\nInterviewee\nAmy C. McGarrity\, CFA\, Chief Investment Officer\, Colorado PERA \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nMaria Weitzer\, CFA\, Senior Investment Professional\, APG; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nFixed Income Research\nInvestment Policy (ESG)
URL:https://cfany.org/event/hear-how-one-state-plan-is-dealing-with-covid-pressures/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200929T150000
DTEND;TZID=America/New_York:20200929T174500
DTSTAMP:20260715T042609
CREATED:20191120T054645Z
LAST-MODIFIED:20200922T222713Z
UID:56380-1601391600-1601401500@cfany.org
SUMMARY:6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
DESCRIPTION:Wait! A Note on Registration: \nWe’ve launched Cvent—our new events platform! As such\, a CFA Institute account is now required for registration to any event occurring after Sept. 29. \nI don’t have a CFA Institute account\nNo problem! You can create one prior to registering in minutes. \nI already have a CFA Institute account\nBe sure to use your existing credentials to register. \nYou may further familiarize yourself with with the new event-registration process\, or learn how to create your account\, by following the guide linked below. \nCvent Transition Guide ⭢ \nWait! A Note on Registration: \nWe’ve launched Cvent—our new events platform! \nRegistration for any event with a start date after Sept. 28 now requires a CFA Institute account. \nI don’t have a CFA Institute account \n\nNo problem! You’ll have the chance to create one prior to registration.\n\nI already have a CFA Institute account \n\nGreat! Be sure to use your existing credentials at registration.\n\nCvent Transition Guide ⭢ \nOverviewAdvanced technologies (e.g. AI\, machine learning) are slowly permeating the real estate industry which is allowing owner/operators\, investors\, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace. Consumers who are searching for their “dream-home” can use PropTech applications to review customized floor plans of home models\, ideally in 3D. Owner/operators who seek to push NOI for their portfolio are now taking a data-first approach to manage operational workflows such as energy management\, maintenance & repairs as well as CapEx forecasting. Other PropTech applications are leveraging big data to analyze locations and properties in a specific real estate market\, while providing advanced information about specific properties. While there are many other PropTech start-ups that are pushing the real estate market to new heights\, we are still in the early innings. \nAgenda3:00 PM | WELCOMING REMARKS \n\nPatrick Nessenthaler\, CFA\, CAIA\, Vice President\, Real Estate Industries\, Institutional Markets\, MUFG \n\n\n3:05 PM | KEYNOTE ADDRESS \n\nDr. Mehrzad Mahdavi\, Executive Director\, FDP (Financial Data Professional) Institute \n\n\n3:30 PM | FIRESIDE CHAT \n\nDr. Mehrzad Mahdavi\, Executive Director\, FDP (Financial Data Professional) Institute \nDr. Andrew Baum\, Professor of Practice at the Saïd Business School\, University of Oxford / Chairman of Newcore Capital Management \n\n\n4:00 PM | BREAK \n\n4:15 PM | PANEL DISCUSSION\, Q&A \n\nModerator \nAndrea Jang\, COO\, Ackman-Ziff \n\nPanelists \nZachary Aarons\, Co-Founder and Partner\, Metaprop.vc \nDr. Andrew Baum\, Professor of Practice at the Saïd Business School\, University of Oxford / Chairman of Newcore Capital Management  \nMomei Qu\, Senior Vice President\, PSP Growth \nMike Sroka\, CEO\, Dealpath \nAshkán Zandieh\, Strategic Advisor\, NAR REACH \n\n\n5:45 PM | CLOSING REMARKS \n\nAnthony Liu\, CFA\, Managing Director\, Hines \n\nAdditional DetailsLearning Outcomes \n\nThe digitization of real estate will only be as revolutionary as its implementation and execution. We will explore the foundational infrastructure needed for real estate companies to adopt a new digital ecosystem. How can these companies hire the right talent? We will address these questions and other challenges in building in-house teams versus partnerships / investments in data science led startups in the PropTech space.\nCommercial real estate is a relatively illiquid asset class; how can the industry utilize AI\, machine learning and big data to amplify the valuation industry (e.g. hedonic pricing models\, which can be updated in real-time\, that produce better distributions-to-fit\, r-squares)?\nBy 2030\, Artificial Intelligence is predicted to add $15 trillion to global GDP\, according to PwC. The real estate industry shows significant opportunities to capture a portion of this growth. Real estate companies are utilizing AI to create a more personalized experience for transactions in home-buying and mortgage lending\, for example\, to create a more efficient end-to-end experience. This information is being used to forecast potential investment sales or calibrate locate rental rates. We will explore additional applications on how the real estate industry can explore leveraging AI further.\nTail Risk\, which is amplified via securitizations and other structured products\, continues to be problematic for investors in alternative asset classes (e.g. real estate mortgage-backed securities)\, how can our industry utilize new technology to measure tail risk more accurately?\nHow can investors synthesize millions of data-points ranging from non-traditional data-sources (e.g. mobile phone signal patterns and Yelp reviews) and traditional data-sources (e.g. area’s crime rate and median household income) with PropTech applications in order to find the next neighborhood “hot-spot” worthy of investment?\nThe traditional 60/40 Stock/Bond Portfolio is dead. Adding alternative asset classes to the traditional portfolio enables investors to enhance the diversification and lower the correlation of their portfolio\, adding a more stable yield to their portfolio (e.g. infrastructure)\, hedge crisis risk (e.g. CTA’s) and other diversifiers and/or yield enhancers. However\, these types of investment vehicles are not usually accessible to retailers. How can new PropTech applications bring direct real estate investment and other real assets to the retail community?
URL:https://cfany.org/event/proptech-applications-for-today-and-in-the-future/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201001T120000
DTEND;TZID=America/New_York:20201001T130000
DTSTAMP:20260715T042609
CREATED:20200901T181249Z
LAST-MODIFIED:20250609T202148Z
UID:62666-1601553600-1601557200@cfany.org
SUMMARY:Modernizing Investment Research: Data\, Data Everywhere
DESCRIPTION:A Modernizing Investment Research Series Event \nSession OverviewThere is an ocean of data available today; how can investors wade through it all? What should they look for? \nTogether\, we will examine: \n\nStrategies for prioritizing datasets to investigate and research.\nHow to curate the right information for your investment process.\nHow to balance datasets with longer history against newer datasets which are more timely and accurate.\nHow to determine when a dataset becomes obsolete or loses its informational edge.\nUses of data for alpha generation vs. risk management.\nWhen data be purchased vs. collected firsthand.\n\nSeries DescriptionActive managers face three headwinds – declining fees\, outflows\, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. \nThe Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus\, respectively\, on one of four key steps identified as fundamental to the modernization of investment research. \nRead More \nThe series kicks off by examining the incorporation of alternative data (Session One)\, followed by a discussion that will explore how best to leverage machine learning and text-mining techniques (Session Two). The series will then proceed to tackle the requisite ingredients for building the infrastructure (Session Three) and firm culture (Session Four) at the core of any successful transformative modernization endeavor. \nFundamental managers interested in embracing quantitative techniques\, alternative data\, and artificial intelligence techniques will find these sessions invaluable. Quantitative and “quantamental” managers will also glean useful insights across the range of informed perspectives that will be presented throughout the Modernizing Investment Research series. Our slate of expert-speakers and panelists includes a diverse set of practitioners—including investors from different asset classes\, large and small firms\, long and short-term investment horizons—as well as long-only and long-short mandates. \n\nAgenda12:00 PM | OPENING REMARKS \n\nLilian Quah\, CFA\, Portfolio Manager\,  Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nMatei Zatreanu\, Founder\, System2 \nPanelists \nSheedsa Ali\, Managing Director\, Head of Systematic Strategies\, PineBridge Investments \nChris Chin\, CFA\, CAIA\, Head of Systematic Equity Data Strategy\, Tudor Investment Corporation \nIngrid Tierens\, CFA\, Head of Data Strategy\, Global Investment Research\, Goldman Sachs \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nLilian Quah\, CFA\, Portfolio Manager\,  Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\nAdditional DetailsLearning Outcomes \n\nBest practices in identifying relevant data sets\nHow to integrate alternative data into the investment research process\nDetermining whether to buy or build data sets\n\nCo-host
URL:https://cfany.org/event/modernizing-investment-research-data-data-everywhere/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Modernizing Investment Research Series,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201005T120000
DTEND;TZID=America/New_York:20201005T130000
DTSTAMP:20260715T042609
CREATED:20200828T163015Z
LAST-MODIFIED:20201005T174308Z
UID:62615-1601899200-1601902800@cfany.org
SUMMARY:How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJeroen Bos\, CFA\, CAIA will interview Valentijn van Nieuwenhuijzen to find out what’s next. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda12:00 PM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n12:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJeroen Bos\, CFA\, CAIA\, Head of Specialized Equity & Responsible Investing\, NN Investment Partners \n\n\nInterviewee\nValentijin van Nieuwenhuijzen\, Chief Investment Officer\, NN Investment Partners \n\n\n12:45 PM | Q&A FROM AUDIENCE \n\n1:00 PM |  ADJOURNMENT \n\nChris Fowle\, Head of the Americas\, PRI \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Selection\nEmerging Markets
URL:https://cfany.org/event/how-could-asset-allocation-of-biggest-dutch-life-ins-company-change/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201006T140000
DTEND;TZID=America/New_York:20201006T151500
DTSTAMP:20260715T042609
CREATED:20200928T222506Z
LAST-MODIFIED:20200929T022423Z
UID:63501-1601992800-1601997300@cfany.org
SUMMARY:CFA Society Toronto Presents: In Conversation with Larry Fink
DESCRIPTION:OverviewAt the beginning of 2020\, BlackRock Chairman and CEO Larry Fink wrote in his annual letter to CEOs that investors were underestimating the investment risks posed by climate change and that we are on the edge of a fundamental reshaping of finance. He also stated that sustainability would be the new standard for investing at BlackRock. \nWhen the pandemic took hold in March\, the world’s largest asset manager was the firm that investors and governments around the world turned to for its unique insights and capabilities. In addition\, BlackRock’s financial relief efforts spanned the globe with a focus on supporting frontline responders and food banks. \nPlease join CFA Society Toronto on 06 October when Larry shares his views with Lynn Patterson on his experiences over the past few months\, along with the importance of stakeholder capitalism\, global investing opportunities and the non-linear impact that the pandemic will have on various parts of society. Larry will also share his views on Canada as well as current and future trends impacting the financial services industry. \nSpeakersModerator \nLynn Patterson\, Former Deputy Governor (2014-2019)\, Bank of Canada \nKeynote Speaker \nLarry Fink\, Chairman & Chief Executive Officer\, BlackRock \nAdditional DetailsLearning Outcomes \n\nSustainable Investing\nGlobal Investing\nSocial Impact of the Pandemic
URL:https://cfany.org/event/cfa-society-toronto-presents-in-conversation-with-larry-fink/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201006T180000
DTEND;TZID=America/New_York:20201006T190000
DTSTAMP:20260715T042609
CREATED:20200928T153813Z
LAST-MODIFIED:20201005T174041Z
UID:63473-1602007200-1602010800@cfany.org
SUMMARY:What the "Technologized Investor" of the Future Looks Like
DESCRIPTION:OverviewA virtual Asset Owner Series™ event\, presented in conjunction with Sustainable Investing Group and Fintech Thought Leadership Group \nAshby Monk (Stanford) thinks investors will need to understand more about long term risks\, unconventional data and have good tech partners in the future. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nHugh O’Reilly\, President and CEO\, Acuity Global; Former CEO\, OPTrust \n\n\nInterviewee\nAshby H. B. Monk\, PhD\, Executive and Research Director\, Stanford Global Projects Center \n\n\n6:45 PM | Q&A FROM AUDIENCE \n\n7:00 PM |  ADJOURNMENT \nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Selection\nEmerging Markets
URL:https://cfany.org/event/what-the-technologized-investor-of-the-future-looks-like/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201007
DTEND;VALUE=DATE:20201010
DTSTAMP:20260715T042609
CREATED:20200626T190953Z
LAST-MODIFIED:20210324T204750Z
UID:61743-1602028800-1602287999@cfany.org
SUMMARY:Financial and Valuation Modeling Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 8AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 8am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/financial-and-valuation-modeling-boot-camp-wall-street-prep-oct7/
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:20201007T130000
DTEND;TZID=America/New_York:20201007T143000
DTSTAMP:20260715T042609
CREATED:20200908T215937Z
LAST-MODIFIED:20201006T170453Z
UID:62777-1602075600-1602081000@cfany.org
SUMMARY:The Digital Buy-Side – Managing Data as an Asset
DESCRIPTION:OverviewJoin us as we discuss the fast-evolving topic of data management from an asset manager’s perspective. Buy-side information requirements have quickly moved away from a focus on isolated trading\, reference data\, accounting\, and client reporting systems. Designing\, building\, and integrating the right architecture for the future has become of existential importance given technological advances\, competition\, and client demands.  \nOur expert panel will provide participants with valued perspectives on how to address these critically-important firm-level decisions – identifying data requirements and opportunities\, establishing governance and capabilities\, selecting partners and systems\, and managing implementations – with the goal of ensuring that managers benefit from the latest thinking and current best practices.  \nParticipants (asset manager/fund COOs\, CTOs\, as well as other operations\, technology\, trading\, and compliance specialists) will benefit from hearing a diverse set of views expressed by established market participants with complementary perspectives and expertise.  \nCFA Society New York continues to provide our community with the ability to hear from and ask questions of market experts during this period of heightened change. \nAgenda1:00 PM | WELCOMING REMARKS \n\nSean Cameron\, CFA\, Principal\, ACBI Advisory LLC. \n\n\n1:05 PM | PANEL DISCUSSION\, Q&A \n\nModerator \nYaacov Weinstock\, CFA \nPanelists \nChris Beels\, CFA\, FRM\, Co-CTO\, GoldenTree Asset Management \nAdam Davis\, Principal\, Global Practice Lead – Data\, Reformis \nEvan Fire\, COO\, Pzena Investment Management  \nArnold Wachs\, Principal\, Data Management Practice Lead\, Cutter Associates \n\n\n2:30 PM |  CLOSING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Director\, Fidelis Capital LLC \n\nAdditional DetailsLearning Outcomes \n\nExchange of views\nProvide market intelligence regarding trading platforms\, vendors\, installation best practices and trends\nThought leadership by different subject practitioners
URL:https://cfany.org/event/trends-in-trading-systems-for-buy-side-firms/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201008T120000
DTEND;TZID=America/New_York:20201008T133000
DTSTAMP:20260715T042609
CREATED:20200922T024121Z
LAST-MODIFIED:20200925T153428Z
UID:63337-1602158400-1602163800@cfany.org
SUMMARY:Climate Scenario Analysis and Net-Zero Strategies
DESCRIPTION:OverviewScenario analysis is one of the most useful tools for incorporating climate change-related risks and opportunities into the investment process. It enables a company’s management\, analysts and investors to envision a number of different possible outcomes and test the sensitivity of returns to a number of prominent risk factors. \nFor many\, using scenario analysis and net zero strategy is not well understood. However\, over the past few years\, we have heard a lot about using scenario analysis in investment decision-making\, particularly in light of the climate risk that many investors face. Such steps have been highlighted in the Task Force on Climate-Related Financial Disclosure (TCFD) and more recently by the Canadian Expert Panel on Sustainable Finance. A number of companies have committed to net-zero strategies and have developed climate scenarios assuming different levels of rise in average global temperature by 2050. \nReasons to attend: \n\nGet to know the Climate Scenario Analysis from experts.\nLearn how to approach scenario analysis.\n\nSpeakersMODERATOR \nMaria Maisuradze\, CFA\, Co-Creator\, Project Manager\, Sustainability Ecosystem\, Concordia University \nPANELISTS\n \nTessa Hebb\, Distinguished Research Fellow\, Carleton Centre for Community Innovation\nAdam Phillips\, Co-Chair Sustainable Investing Thought Leadership Group\, CFA Society New York\nPeter Ellsworth\, Senior Director\, Investor Programs\, Ceres\nJeff Burleson\, Senior Vice President\, Environmental & System Planning\, Southern Company \nAdditional DetailsLearning Outcomes \n\nWhy it is important for a capital market participant including asset owner\, investment manager\, company; both from risk and opportunity perspective\nWhat are possible market scenarios under certain temperature conditions\nWho should do it within an organization (which part of organization usually leads this – strategy\, risk professionals)\nWhat sectors have the most risk and opportunities and impacts to the scenario outcomes\nChallenges\, misconceptions\, how do investors approach scenario analysis. Explanation on what is Net-Zero Strategy.\nPresentation of the Southern Company’s scenario analysis and net-zero strategy\n\nCo-host
URL:https://cfany.org/event/climate-scenario-analysis-and-net-zero-strategies/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201013T193000
DTEND;TZID=America/New_York:20201013T203000
DTSTAMP:20260715T042609
CREATED:20200921T193408Z
LAST-MODIFIED:20201005T174257Z
UID:63313-1602617400-1602621000@cfany.org
SUMMARY:How Does One of Asia’s Largest Insurance Group CIOs See the World?
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJoin us as Jo Murphy (CAIA) interviews Professor Mark Konyn\, Group CIO at AIA\, the largest independent\, publicly listed pan-Asian life insurance group. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda7:30 PM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n7:35 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJoanne Murphy\, Managing Director\, Asia Pacific\, Industry Relations\, CAIA Association \n\n\nInterviewee\nDr. Mark Konyn\, Group Chief Investment Officer\, AIA Group \n\n\n8:15 PM | Q&A FROM AUDIENCE \n\n8:30 PM |  ADJOURNMENT \n\nChris Fowle\, Head of the Americas\, PRI \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search\nInternational Investments
URL:https://cfany.org/event/how-does-one-of-asias-largest-insurance-group-cios-see-the-world/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201014
DTEND;VALUE=DATE:20201016
DTSTAMP:20260715T042609
CREATED:20200909T234257Z
LAST-MODIFIED:20200910T033317Z
UID:62840-1602633600-1602806399@cfany.org
SUMMARY:[CFA Institute Virtual] Women in Investment Management: Access to Success in a Changing Industry
DESCRIPTION:OverviewThe investment industry is in a state of upheaval driven by the rise of machine learning and AI\, the need for greater personalization in investing\, and increased demand for stewardship and a broader appreciation of the social factors in ESG — these trends have all been accelerated by COVID-19. Addressing these challenges demands a diverse talent pool\, an inclusive work culture\, and a collaborative leadership mindset. \nThe 2020 Women in Investment Management virtual conference will identify the opportunities brought by change\, explore technology to enhance and maintain inclusive cultures\, discuss evolving investment strategies\, share developments on using technology to enhance and maintain diversity of thought and inclusive cultures\, and provide insight from industry leaders on adapting and thriving. The virtual conference will also offer perspectives from career development experts and unique opportunities for networking and exchanging ideas. \nThis virtual conference will provide practical information for accessing success in a changing industry\, relevant for individuals\, investment teams\, and those in leadership positions. \n#CFAwomen\nFees:\nCFA Institute Members and Candidates (CFA Program or CIPM): USD 250\nNon-Members: USD 350 \nRegister by 18 September 2020 and receive a USD 50 discount. \nAgendaWEDNESDAY\, OCTOBER 14\, 2020\n\n11:00 AM | CONFERENCE WELCOME \n\n11:15 PM | KEYNOTE ADDRESS \n\n12:00 PM | BREAK \n\n12:15 PM |  SUSTAINABLE INVESTING: THE NEW MAINSTREAM \n\nAudrey Choi\nChief Marketing Officer and Chief Sustainability Officer\, Morgan Stanley \n\n\n12:45 PM | SESSION TITLE TBD \n\n1:30 PM | NETWORKING BREAK \n\n2:00 PM | CAREER LIGHTENING TALKS: STRATEGIES FOR NAVIGATING THENEW REALITY AND WRAP UP \n\nRobert Hellman\nPresident\, Hellman Career Consulting \n\n\n3:00 PM |  VIRTUAL HAPPY HOUR \n\nTHURSDAY\, NOVMEMBER 15\, 2020\n\n11:00 AM | REMARKS AND REFLECTIONS \n\n11:15 PM | PANEL DISCUSSION \n\n12:00 PM | BREAK \n\n12:15 PM |  METHODS TO IMPROVE DECISIONS AND REDUCE NOISE \n\nMichael J. Mauboussin\nHead of Consilient Research\, Counterpoint Global \n\n\n12:45 PM | SESSION TITLE TBD \n\nModerator \nAlicia Rubí\, CFA\nCFA Society Spain \nKristine Braden\nManaging Director and Europe Cluster Head\, Citi CEO\, Citigroup Global Markets Europe AG \n\n\n1:30 PM | NETWORKING BREAK \n\n2:00 PM | CLOSING KEYNOTE AND WRAP UP \n\n3:00 PM |  CONFERENCE CLOSE \nAdditional DetailsLearning Outcomes \nConference speakers will: \n\nExplore methods for rising to the challenge of offering greater access and inclusion in the investment industry.\nDeliver practical tips and strategies for career development.\nShare research on methods to improve decision making.\nDeliver insight from inspirational women who have overcome challenges to rise to high levels in their careers.\nPresent strategies for investing with impact.\nShare practical information on leadership\, highlighting leadership principles\, challenges faced by women leaders\, and strategies for leading during a crisis.\nProvide information about the current global economic environment.\nOutline methods to overcome unconscious bias to recruit\, build and maintain a diverse workforce.
URL:https://cfany.org/event/cfa-institute-virtual-women-in-investment-management-access-to-success-in-a-changing-industry/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201014
DTEND;VALUE=DATE:20201016
DTSTAMP:20260715T042609
CREATED:20200626T202359Z
LAST-MODIFIED:20210324T204747Z
UID:61752-1602633600-1602806399@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn VBA in 2 days and start putting Excel on autopilot! \nWhat You’ll LearnThis boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed. \nLearn to use Excel VBA like a pro; no coding experience needed! \n\nLearn the secrets of VBA\nNo coding experience needed\nReal-world finance exercises\nNetwork with professionals\n\nCFANY.org: $1\,039 Standard Rate: $1\,299 VBA: A whole new level of Excel efficiencyFormulas & shortcuts can’t do everything — use VBA when you reach a limitation \n\nReduce time-consuming spreadsheet work to the click of a button \n\nCome away with practical code you can use in your own spreadsheets \n\nComplete real-world Macro/VBA projects from start to finish \n\nUnderstand VBA enough to alter code you find online to fit your purpose \n\nReal-world applications of VBA programming for finance \n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses.Schedule\nVirtual training runs daily from 8am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nWhat's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/excel-vba-finance-boot-camp-wall-street-prepoct14/
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:20201015T120000
DTEND;TZID=America/New_York:20201015T130000
DTSTAMP:20260715T042609
CREATED:20200901T175500Z
LAST-MODIFIED:20250609T202156Z
UID:62663-1602763200-1602766800@cfany.org
SUMMARY:Modernizing Investment Research: Using AI to Derive Insights
DESCRIPTION:A Modernizing Investment Research Series Event \nSession OverviewWhile using artificial intelligence to derive insights\, what techniques should you use? \nTogether\, we examine: \n\nHow to evaluate different algorithms\, and their respective advantages and pitfalls.\nSample use cases for machine learning and textual analysis\nResources designed to help you learn more about these techniques\, including—most valuably—new research.\nThe training analysts should seek to get started.\n\nSeries DescriptionActive managers face three headwinds – declining fees\, outflows\, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. \nThe Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus\, respectively\, on one of four key steps identified as fundamental to the modernization of investment research. \nRead More \nThe series kicks off by examining the incorporation of alternative data (Session One)\, followed by a discussion that will explore how best to leverage machine learning and text-mining techniques (Session Two). The series will then proceed to tackle the requisite ingredients for building the infrastructure (Session Three) and firm culture (Session Four) at the core of any successful transformative modernization endeavor. \nFundamental managers interested in embracing quantitative techniques\, alternative data\, and artificial intelligence techniques will find these sessions invaluable. Quantitative and “quantamental” managers will also glean useful insights across the range of informed perspectives that will be presented throughout the Modernizing Investment Research series. Our slate of expert-speakers and panelists includes a diverse set of practitioners—including investors from different asset classes\, large and small firms\, long and short-term investment horizons—as well as long-only and long-short mandates. \n\nAgenda12:00 PM | OPENING REMARKS \n\nLilian Quah\, CFA\, Portfolio Manager\,  Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\n\n12:05 PM |  PANEL DISCUSSION \n\nModerator \nChristos Koutsoyannis\, Chief Executive Officer\, Atlas Ridge Capital \nPanelist \nMatthew Dixon\, Ph.D.\, FRM\, Assistant Professor\, Department of Applied Math & Affiliate Professor\, Stuart School of Business\, Illinois Institute of Technology \nArezu Moghadam\, Ph. D.\, Head of Quantitative Analytics\, Point72 \nAric Whitewood\, Founding Partner\, XAI Asset Management \n\n\n12:45 PM | Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nLilian Quah\, CFA\, Portfolio Manager\,  Head of Quantitative Research\, Epoch Investment Partners\, Inc. \n\nAdditional DetailsLearning Outcomes \n\nDiscussion of best AI techniques\nProcesses to evaluate algorithms\nAssessment of required skills and training\n\nCo-host
URL:https://cfany.org/event/modernizing-investment-research-using-ai-to-derive-insights/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Modernizing Investment Research Series,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201015T160000
DTEND;TZID=America/New_York:20201015T180000
DTSTAMP:20260715T042609
CREATED:20200810T163717Z
LAST-MODIFIED:20201015T153435Z
UID:62358-1602777600-1602784800@cfany.org
SUMMARY:Racial Equity in Asset Management: Asset Owners’ Perspectives
DESCRIPTION:OverviewA virtual Asset Owner Series™ event\, presented in conjunction with CFA Society New York’s Diversity Speaker Series. \nWhat can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers\, and how will they be held accountable? \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda4:00 PM | INTRODUCTION \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n4:05 PM | KEYNOTE ADDRESS \n\nThomas P. DiNapoli\, New York State Comptroller\, New York State \n\n\n4:20 PM | PANEL INTRODUCTION \n\nFrancisco L. Borges\, Chair & Managing Partner\, Landmark Partners \n\n\n4:30 PM | INTERVIEW\, DISCUSSION\, Q&A SESSION \n\nInterviewer\nJasmine Richards\, CFA\, Head of Diverse Investing\, Cambridge Associates \n\n\nInterviewees\nThomas (Tom) K. Lee\, Executive Director & Chief Investment Officer\, New York State Teachers’ Retirement System \nChristine Shaw\, J.D.\, MBA\, Assistant Treasurer for Corporate Governance & Sustainable Investment\, State of Connecticut / Connecticut Retirement Plans and Trust Funds \nChavon Sutton\, Director\, D&I and Emerging Manager Strategy\, Office of NYC Comptroller – Bureau of Asset Management \n\n\n6:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nChristine Phillpotts\, CFA\, Senior Vice President – Senior Equity Research Analyst\, AllianceBernstein \n\nAdditional DetailsLearning Outcomes \n\nDue Diligence\nIndustry Structure and Incentives\nManager Selection
URL:https://cfany.org/event/racial-equity-in-asset-management-asset-owners-perspectives/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201019T113000
DTEND;TZID=America/New_York:20201019T123000
DTSTAMP:20260715T042609
CREATED:20200922T145729Z
LAST-MODIFIED:20201006T231549Z
UID:63351-1603107000-1603110600@cfany.org
SUMMARY:See How a State Pension Plan Sees the Long Run
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nElizabeth Burton\, CIO of Hawaii Employees’ Retirement System will be interviewed by John Bowman\, CFA\, of CAIA. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda11:30 AM | WELCOMING REMARKS \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n11:35 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA Association \n\n\nInterviewee\nElizabeth Burton\, MBA\, CAIA\, Chief Investment Officer\, Hawaii Employees’ Retirement System \n\n\n12:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nChris Fowle\, Head of the Americas\, PRI \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nPublic and Private Market Investments
URL:https://cfany.org/event/see-how-state-pension-plan-sees-long-run/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201020T180000
DTEND;TZID=America/New_York:20201020T191500
DTSTAMP:20260715T042609
CREATED:20201002T175348Z
LAST-MODIFIED:20201016T193943Z
UID:63610-1603216800-1603221300@cfany.org
SUMMARY:6th Annual Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World
DESCRIPTION:OverviewIn 2019: \n\nOnly 2.8% ($3.3bn) of capital invested in the US went to all-female founded teams[1]\nFewer than 10% of decision-makers at venture capital firms are women[2]\nMore female-founded unicorns were established than ever before; 14.8% of all unicorns\, historically\, were founded in 2019[3].\n\nWhile new data may indicate improvement\, there is still a long way to go. \nIn its sixth year\, the Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World event will feature women who leveraged their financial expertise to launch their own businesses\, or to join a start-up. Speakers will explore the why\, when\, and how they went about leaving the corporate world in order to pursue their passion. Discussion will cover funding\, timing\, and the realities of working in a small team—and seek to answer the following questions: \n\nWhat does it take to create or join a start-up?\nWhat is the experience of female entrepreneurship?\n\nReferences \n\nThe VC Female Founders Dashboard (PitchBook\, 2019)\nVenture capital is still very much a boys’ club (Axios Analysis\, 2019) \nMore Female-Founded Unicorns Were Born In 2019 Than Before\, Data Shows (Crunchbase\, 2019)\n\n***Please note this event is in its 6th year and is traditionally held offsite; due to the pandemic\, this year the event will be held virtually. \nAgenda6:00 PM | OPENIING REMARKS \n\nPaulina Rogawski\, TEP\, CRPC\, Senior Consultant\, Merrill Lynch \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nJane Abitanta\, Founder\, Perceval Associates \nPanelist \nNancy Davis\, Managing Partner & CIO\, Quadratic Capital Management LLC \nJackie Elnahar\, RD\, Esquire\,Founder of TelaDietitian (acquired by Teladoc Health NYSE: TDOC) \nJeanne Pinder\, Founder & CEO\, ClearHealthCosts \nLisa Skeete Tatum\, Founder & CEO\, Landit \n\n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \n\nMaria Weitzer\, CFA\, Board of Director\, CFA Society New York\, Senior Investment Risk Manager at APG Asset Management \n\n\n7:15 PM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them
URL:https://cfany.org/event/6th-annual-alpha-women-thinking-about-female-entrepreneurship-in-a-post-covid-world/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201021
DTEND;VALUE=DATE:20201024
DTSTAMP:20260715T042609
CREATED:20200626T195850Z
LAST-MODIFIED:20210324T204747Z
UID:61749-1603238400-1603497599@cfany.org
SUMMARY:Private Equity Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by experienced PE practitioners\, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process. \nWhat You’ll LearnThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional. \nThis boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world. \nCFANY.org: $1\,599.20 Standard Rate: $1\,999 \nFor PE associates\, MBAs and bankers looking to break in\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaPlease note: Each daily session goes from 10am-6pm EST \nVIEW FULL SYLLABUS\nDay 1 | LBO AND PE OVERVIEW\, LBO MODELING \n\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \n\n\nDay 2 | LBO MODELING/PE DEAL PROCESS \n\nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \n\n\nDay 3 | LBO MODELING/PE DEAL PROCESS \n\nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \n\n\nOnline | PRE-SEIMNAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, LBO Modeling \n\n×Course Syllabus\nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities throughout each phase of a deal\, from the review of teasers and first round bids\, to the due diligence process\, the LOI phase\, and progressing all the way to deal closing. \n\nThe Private Equity Deal Process and Day to Day Responsibilities\n\nPre-deal process \n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\nFirst-round bid/IOI phase \n\nFirst round bids/IOI roles and responsibilities: Who does what?\nReviewing CIMs and OMs\nBuilding the Mini-model\nDeal review materials\nManagement presentations\n\nDiligence/LOI phase \n\nDiligence/ LOI phase roles and responsibilities: Who does what?\nQuality of earnings\nDeal financing\nThe data room process\nMaking the decision and drafting the letter of intent\n\nPost-LOI phase \n\nPost LOI deal phase roles and responsibilities: Who does what?\nDeal updates and final model\nNegotiating key terms in the purchase agreement\nNegotiating key terms in the credit agreements\nTransition services agreements\n\nDeal closing \n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\n\nLBO Mechanics\n\nLBO Basics \n\nIntroduction to LBO’s\nWhat makes a good LBO?\nCurrent LBO Environment\nLBO Capital Structure – Equity\nLBO Capital Structure – Debt\nTerm Loans & the Revolver\nBonds\nCovenant\, Mezzanine Financing & Bridge Loans\n\nStructure of PE firms & investor dynamics \n\nTop PE Firms\nDry Powder\nHow PE Funds Work\nGP vs. LP Dynamics\nWhole-Fund vs. Deal-by-deal Distribution Model\n\nLBO Modeling \n\nCase Study Introduction: The Leveraged Buyout of BMC\nGeneral Inputs\nInitial Valuation: Offer Price vs. Enterprise Value\nDiluted Shares\nSources and Uses of Funds\nCreating the Historical Income Statement\nForecasting the Income Statement\nForecasting Accounts Receivable\nForecasting Other Working Capital Items\nPreparing the PP&E Schedule\nPreparing the Software Development Costs\, Intangibles and Goodwill Schedules\nForecasting PP&E\nForecasting Software Development Costs\nForecasting Intangibles\, Goodwill\, Other Assets & Other Liabilities\nThe Cash Flow Statement\nCash\nInterest Income and Circularity\nModeling the Revolver\nModeling Required Debt Amortization\nModeling Cash Sweeps\nModeling the Revolver Borrowing Base Compliance\nModeling PIK Debt & Preferreds\nCapitalized Financing Fees\nModeling Interest Expenses\nCompleting the IS and CFS\n\nLBO exit & returns analysis \n\nModel Review and Introduction to Exit Analysis\nEnterprise Value at Various Exit Multiples\nExit Equity to Sponsors & Management\, Equity Kickers to Mezz\nReturns to Senior Debt\nReturns to Sub Debt\nModeling IRRs and Cash-on-Cash Returns\nCreating an LBO Summary Table\nModeling Hurdle Rate Sensitivity\nIRR Sensitivity to Leverage and Valuation\nIRR Sensitivity to Mezz Debt Terms\n\nPro forma balance sheet adjustments \n\nSetting up the Historical Balance Sheet\nAdjusting the Balance Sheet to Reflect the LBO\nModeling LBO Goodwill and a Recap Toggle\nPro Forma Balance Sheet (PFBS) Historicals\nForecasting PFBS Assets\nForecasting PFBS Liabilities & Equity\n\nAdvanced purchase price allocation modeling \n\nModeling Asset Write Ups\nImpact on the IS and CFS\nImpact on the Balance Sheet\n\nDeal Process Review \n\nDeal sourcing\nTeasers\nNDA/CA\nCIM/OM\nMini-model\nDeal review materials\nManagement presentations\nDeal financing\nData rooms\nIOI/LOI\nThird party advisors\nAPA/SPA\nCredit agreements\nTransition services agreements\nRegulatory approval\nWorking capital adjustments\nFunds flow\n\nCloseAdditional DetailsWho is this boot camp for? \n\nPrivate equity\, asset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their LBO modeling skill set\n\nBoot Camp DetailsOverviewInstructorsWhat's Included?OverviewLed by former private equity professional with applied expertise in LBO modeling methodologies\, this advanced 3-day seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job.Instructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nWhat's Included?Comprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/private-equity-boot-camp-wall-street-prepoct21/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201021T133000
DTEND;TZID=America/New_York:20201021T150000
DTSTAMP:20260715T042609
CREATED:20200929T032638Z
LAST-MODIFIED:20201020T134434Z
UID:63530-1603287000-1603292400@cfany.org
SUMMARY:The Impact of US Presidential Elections and Covid-19 on US Equity Valuations
DESCRIPTION:OverviewThis event will present experts in healthcare\, the US equity market and political analysis as they discuss the effects of Covid-19 and the US election on value equities. You will hear from a sell-side analyst on the effects of treatments and vaccines for Covid-19 for the equity market as well as a value investing portfolio manager – with over 20 years of experience in active portfolio management – who will share his thoughts on the equity market including the impacts of Covid-19 and the US election. Lastly\, we will also have a balanced discussion about the US election. Here is a chance to hear from world class experts on the events that will most affect the markets in the next few months. \nAgenda1:30 PM | WELCOMING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC \n\n\n1:35 PM | EFFECTS OF COVID-19 AND THE VACCINE FOR IT ON US EQUITIES \n\nModerators \nYi Fu Lee\, CFA\, CPA\, CAIA\, Equity/Investment Research Director\, Oppenheimer & Co. Inc.  \n Joseph Cordi\, CFA\, Vice President\, Equity Research Analyst\, Citi Investment Management \nPanelists \nHartaj Singh\, Managing Director\, Senior Analyst\, Biotechnology\, Oppenheimer \n\n\n1:55 PM | BREAK \n\n2:00 PM | DIFFERENTIATING VALUE FROM VALUE TRAPS IN THE CURRENT ENVIRONMENT \n\nModerators \nYi Fu Lee\, CFA\, CPA\, CAIA\, Equity/Investment Research Director\, Oppenheimer & Co. Inc.  \n Joseph Cordi\, CFA\, Vice President\, Equity Research Analyst\, Citi Investment Management \nPanelists \nAndrew Wellington\, Co-Founder\, Chief Investment Officer\, Managing Partner\, Lyrical Asset Management \n\n\n2:20 PM | BREAK \n\n2:25 PM |  EFFECTS OF US ELECTION ON US EQUITIES \n\nModerators \nYi Fu Lee\, CFA\, CPA\, CAIA\, Equity/Investment Research Director\, Oppenheimer & Co. Inc.  \n Joseph Cordi\, CFA\, Vice President\, Equity Research Analyst\, Citi Investment Management \nPanelists \nM. Nicolas J. Firzli\, LL.M\, Director-General\, World Pensions Council (WPC) \nCourtney Rosenberger\, Director\, Policy Research\, Strategas Securities \n\n\n3:00 PM | CLOSING REMARKS \n\nAnita Hlibczuk\, CFA\, Senior Analyst\, Harris Douglas Asset Management \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the effects of Covid-19 and possible treatments and preventative measures on equities\nUnderstand the current status of value stocks in the US equity market\nUnderstand the effects of the US election on the US equity market\n\nSponsor by
URL:https://cfany.org/event/the-impact-of-us-presidential-elections-and-covid-19-on-us-equity-valuations/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201022T183000
DTEND;TZID=America/New_York:20201022T193000
DTSTAMP:20260715T042609
CREATED:20200922T030827Z
LAST-MODIFIED:20200925T202101Z
UID:63341-1603391400-1603395000@cfany.org
SUMMARY:Virtual Networking with CFA Society New York\, CAIA NY Society\, and Columbia Business School
DESCRIPTION:OverviewCFA Society New York’s Young Leaders Group in collaboration with CAIA New York\, and Columbia Business School EMBA program will host a virtual networking event on Thursday\, October 22\, 2020. Through rotating breakout sessions\, young professionals will have the opportunity to network with their peers who have committed to earning credentials such as the CFA charter\, CAIA charter\, and MBA degree and to learn how those credentials have helped propel their careers forward. \nAgendaParticipants will have the opportunity to virtually connect with young professionals regarding credentials such as the CFA charter\, CAIA charter\, and MBA degree. \n\nOperationally\, participants will be organized into small breakout rooms of 3-4 people on Zoom and have 10-12 minutes to speak with the representatives who hold 1 or more of the above credentials. \n\nAt the end of the session\, we will call time and virtually move participants to the next breakout room. Rotations will continue for 45-50 minutes. \n\nWe will wrap up the event with closing remarks. \nAdditional DetailsLearning Outcomes \n\nFoster partnerships with external organizations (Columbia Business School and CAIA Society)\nBuild community among young professionals who share an interest in investment management\nRaise awareness of the CFA Program and provide further information on the MBA and CAIA programs to CFANY members\nHear about how these professional credentials and degree are differentiated and the applicability of each to different roles/industries
URL:https://cfany.org/event/virtual-networking-with-cfa-society-new-york-caia-ny-society-and-columbia-business-school/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming,Young Leaders
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END:VCALENDAR