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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201006T140000
DTEND;TZID=America/New_York:20201006T151500
DTSTAMP:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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:20260716T161037
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201026T120000
DTEND;TZID=America/New_York:20201026T130000
DTSTAMP:20260716T161037
CREATED:20200922T151142Z
LAST-MODIFIED:20201020T181547Z
UID:63355-1603713600-1603717200@cfany.org
SUMMARY:How One Endowment and One Family Office are Implementing ESG Investments
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nMichael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for 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\nMichael Barry\, CFA\, CIO\, Georgetown University Investment Office \n\n\nInterviewee\nLiesel Pritzker Simmons\, Principal\, Blue Haven Initiative \n\n\n1:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nTBA \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nESG Integration\, Due Diligence and Manager Monitoring\nUS Macro View
URL:https://cfany.org/event/how-one-endowment-and-one-wealthy-family-are-implementing-esg-investments/
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:20201027
DTEND;VALUE=DATE:20201030
DTSTAMP:20260716T161037
CREATED:20200831T145928Z
LAST-MODIFIED:20210324T204746Z
UID:62629-1603756800-1604015999@cfany.org
SUMMARY:FP&A Technical Mastery – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn the technical and presentation skills you need to become an invaluable member of your team \nWhat You’ll LearnThis 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company’s leadership while learning invaluable skills in problem-solving\, risk management\, and growth planning. \n\nVirtual training led by our team of FP&A professionals\nLearn a full range of invaluable FP&A skills\nBoost your Excel efficiency\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 \n\n\nIntroduction to the modern FP&A function\nMacroeconomic\, Industry\, and Competitive Analysis\nThe Power and Art of Business Modeling\n\n\n\nDAY 2 \n\n\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\n\n\n\nDAY 3 \n\n\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\nThe future of FP&A in large corporations and private companies\n\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 Syllabus\nFP&A Technical Mastery\nIntroduction to Financial Planning & Analysis (FP&A) Technical Mastery Boot Camp \n\nIntroductory discussion about the modern FP&A function\nOverview of modules\n\nThe Power & Art of Business Modeling in FP&A\nData Visualization & Storytelling\nOutputs & Variance Analysis\nScenarios & Sensitivities\nGetting to Answers Without Modeling\nCapex & Project Forecasting\nForecasting & Budgeting\nStrategic Financial Planning & Analysis\n\n\nParticipant and instructor introductions\n\nThe Power and Art of Business Modeling \n\nModeling best-practices\n\nOrganizational structure and navigation\nCoverage of key formulas & functions\, ribbons\, and functionality\nSimplification of complex modeling techniques and model hygiene\nFormula auditing\, watch window\, formula evaluator\nUse of dynamic links for linking internally and to external workbooks\n\n\nModel formatting\n\nUse of defined names for cells\, ranges\, tables\, data sets\, and formulas to simplify references\nIncorporation of dynamic drop-down lists\, toggles\, and lookups to improve efficiency\n\n\nDynamic modeling\n\nCreation of dynamic data sets\, data ranges\, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts\nUse toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets\nLookup Functions: INDEX\, MATCH\, VLOOKUP\, HLOOKUP\, DATA VALIDATION\nReal-life application through exercises and case studies\n\n\n\nData Visualization & Storytelling \n\nBest-practices for conveying financial performance in visual form for meetings and presentations\nHow FP&A can serve as a strategic partner to non-financial business functions\nCreation of deliverables with consideration given to the end-user or a wide-array of audiences\n\nSparklines combined with dynamic data ranges\nUsing dynamic data sets to populate pivot charts\, pivot tables\, and pivot slicers\n\n\nReal-life application through exercises and case studies\n\nOutputs & Variance Analysis \n\nUse of data visualization to communicate strategic mapping\, key performance indicators (KPIs)\, and balanced scorecards\nApproaches for identification and visual display of KPIs\nVariance analysis and cash flow forecasting\n\nUse of conditional formatting to highlight period-over-period variances\nConsideration of dynamic triggers for flexible conditional formatting\n\n\nReal-life application through exercises and case studies\nBuilding and displaying impactful dashboards for meetings and presentations\nCrafting and management of dynamic charts and graphs\n\nCreation of fully-dynamic graphs with automated updating of links to source information\nIncorporation of fully-flexible date range toggles within dynamic graphs\nUtilization of form controls in dynamic graphs to enhance user-interface\n\n\nReal-life application through exercises and case studies\n\nScenarios & Sensitivities \n\nFinancial consolidations\n\nSUM OF WORKSHEETS approach to scenario management\, forecasting\, and budgeting\n\n\nIntroduction to the Developer ribbon and Visual Basic for Applications (VBA)\nIntroduction to Excel’s built-in scenario manager and scenario summary function\nEnhancement of scenario user-interface with form controls (option buttons\, check boxes\, combo boxes\, spin buttons\, scroll bars\, group boxes)\nDifferences between simulation and optimization\nConduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting\n\nGetting to Answers Without Modeling \n\nConduct ‘what-if’ operational simulations to minimize risk\nUtilize goal seek to determine pricing and to target profitability\nDemonstrate how Excel’s Solver can enhance performance while addressing resource constraints\nAddress break-even\, profit optimization\, and product mix decisions\nReal-life application through exercises and case studies\n\nCapex & Project Forecasting \n\nNet Present Value (NPV)\, Internal Rate of Return (IRR)\, Modified IRR (MIRR)\, XIRR\, XNPV\nDiscounted cash flow analysis and weighted average cost of capital\nUtilize 1- and 2-variables sensitivity tables to display a range of probable results\nReal-life application through exercises and case studies\n\nForecasting & Budgeting \n\nKey terms and definitions\nForecasting methods\n\nTop-down\nBottoms-up\n\n\nHow risk\, uncertainty\, and probability affect forecasts\nHow regression aids in forecasting accuracy\nReal-life application through exercises and case studies\n\nStrategic Financial Planning & Analysis \n\nKey accounting and finance terms and definitions\nUnderstanding fundamentals of the financial statements\n\nIncome Statement\nBalance Sheet\nStatement of Cash Flows\nCommon-sizing and period-over-period trend analysis\nRatio analysis\n\n\nComprehensive strategic case study\n\nRevenue and cost builds by channel\nAssessment of the macroeconomic and industry environment\nPeer review\nLiquidity and working capital management including cash conversion cycle optimization\nGap analysis\nDebt sizing\nIntegrated venture forecast modeling\n\n\n\nProgram Conclusion \n\nWhat are the characteristics of an effective FP&A function\nThe future of FP&A in large corporations and private companies\n\nCloseAdditional DetailsWho is this boot camp for? \n\nAnalysts and managers in financial planning and analysis\nBusiness decision support\nInternal & external financial reporting groups\nControllers\nCorporate accounting professionals\n\nBoot Camp DetailsOverviewScheduleWhat's Included?OverviewFP&A professionals require a cross-functional understanding of accounting\, finance\, corporate strategy and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.Schedule\nEach day begins at 9am and ends at 5pm with a 1-hour lunch break as well as a midmorning and midafternoon break. \nWhat's Included?\nThe training materials that trainees receive are comprehensive and intuitive\, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
URL:https://cfany.org/event/fpa-technical-mastery-wall-street-prep-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201027T120000
DTEND;TZID=America/New_York:20201027T130000
DTSTAMP:20260716T161037
CREATED:20200908T232425Z
LAST-MODIFIED:20250609T202138Z
UID:62786-1603800000-1603803600@cfany.org
SUMMARY:Modernizing Investment Research: The Infrastructure to Make It All Work
DESCRIPTION:A Modernizing Investment Research Series Event \nSession OverviewThe right infrastructure is vital to a firm’s ability to make the leap toward a more modern approach to investment research. \nTogether\, we examine: \n\nWhat infrastructure do you need to implement a modern investment research process?\nWhat options are there for platforms and tools? Are they different for large vs. small firms?\nWhen to build versus when to buy.\nWhether adoption can be a piecemeal process\, or demand an all-in approach.\nWhat tends to be built\, e.g.\, alpha models\, niche data acquisition\, risk models.\nWhat tends to be bought\, e.g.\, risk models\, optimizers\, certain datatypes.\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 \nJessica Stauth\, Ph. D.\, Managing Director\, Fidelity Labs \nPanelists \nAndrew Chin\, Chief Risk Officer\, Head of Quantitative Research\, AllianceBernstein \nChris Petrescu\, Founder\, CP Capital \nTom Taylor\, Head of Alpha Technology\, Partner\, Man Numeric \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\nUnderstanding of the tools available to enable adoption\nHow to identify\, select or develop new\, advanced technologies\nBest practices for continuously evaluating options\n\nCo-Host
URL:https://cfany.org/event/modernizing-investment-researchthe-infrastructure-to-make-it-all-work/
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:20201028T120000
DTEND;TZID=America/New_York:20201028T133000
DTSTAMP:20260716T161037
CREATED:20200923T195945Z
LAST-MODIFIED:20201026T233836Z
UID:63425-1603886400-1603891800@cfany.org
SUMMARY:Climate Change Explained and Economic & Market Implications
DESCRIPTION:OverviewThis event will be highlight key sections of the CFA Institute report on climate change that was released in September. \nClimate change will affect economies and markets in the coming decades at an accelerating rate if we do not bend the PPM curve back toward the x-axis. Even if we eventually do bend that curve\, certain changes to our climate in our lifetimes\, our children’s lifetimes\, our grandchildren’s lifetimes\, and our great-grandchildren’s lifetimes are already set and likely irreversible. It is true that CO2 PPM levels have been much higher in the history of earth than they have been in human history. Levels of CO2 in the atmosphere are estimated to have reached nearly 7\,000 PPM about 500 million years ago and are estimated to be in the low thousands during the age of the dinosaurs. \nWe have built our societies in a time of much lower CO2 concentrations\, however\, and the levels of CO2 PPM concentrations we can expect in the coming decades will likely lead to a hotter environment that is increasingly hostile to our way of life. The rate at which CO2 levels are rising may also be increasingly beyond our ability as humans to adapt (these physical risks will be discussed later in the report). Ultimately\, climate that at about a 945 PPM concentration of CO2 in the atmosphere\, human cognitive ability drops by about 15%. With a CO2 level at 1\,400 PPM\, cognitive ability is estimated to drop by about 50%. A hotter planet means more drought\, more famine\, more extreme weather events\, more property damage\, and more dislocation of humanity than any of us have seen in our lifetimes. We cannot know when on the calendar these disasters will arrive\, but we can be confident that they will. The investment profession needs to incorporate these new realities into our analysis in order to help efficiently allocate capital in a world where the effects of climate change are increasing. Climate change will impact every company and every investor on earth. Some will indeed benefit\, and others may lose everything. \nFinancial professionals need access to material data on climate change in order to make the most informed investment decisions possible. We need a robust market price on carbon emissions; we need timely\, comparable\, and audited data on material climate-related metrics; and we need to know how the companies we invest in are responding to climate change. \nAgenda12:00 PM | OPENING REMARKS \nAdam Phillips\, Co-Chair\, Sustainable Investing Group\, CFA Society New York \n\n12:05 PM | CLIMATE CHANGE ANALYSIS CASE STUDY \nIntroduced by: Henrik Jeppesen\, CFA\, Co-Chair\, Sustainable Investing Group\, CFA Society New York \n\nMichael Lewis\, Managing Director\, Head of ESG Thematic Research\, DWS\, London \n\n\n12:35 PM | BREAK \n\n12:40 PM | KEYNOTE PRESENTATION \nIntroduced by: Matthew Orsagh\, CFA\, Head of ESG Research\, CFA Institute \n\nBrian Minns\, CFA\, Vice President\, Sustainable Investing\, Addenda Capital \n\n\n1:20 PM |  Q&A \n\n1:30 PM | CLOSING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair\, Sustainable Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nThe CFA Institute report covers the following:\n\nBackground – climate change explained\nEconomic and market implications of climate change\nPhysical risks\, transition risks\, and opportunities\nA price on carbon – a look at carbon markets\nScenario analysis – a look at data and approaches to company and portfolio analysis\nInvestor resources\nMember survey findings\nCase studies – highlighting 10 firms currently integrating climate data in the investment process
URL:https://cfany.org/event/climate-change-explained-and-economic-market-implications/
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:20201029T170000
DTEND;TZID=America/New_York:20201029T190000
DTSTAMP:20260716T161037
CREATED:20200915T152847Z
LAST-MODIFIED:20201028T222439Z
UID:63087-1603990800-1603998000@cfany.org
SUMMARY:CFA Society New York Annual Celebration 2020
DESCRIPTION:OverviewCFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck\, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge\, PhD\, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally\, a panel from many corners of the investment management industry will address change the industry is facing. \nAgenda5:00 PM | OPENING REMARKS \n\nSameer Jagetia\, CFA\, Chief Executive Officer\, CFA Society New York \n\n\n5:05 PM | IRVING KAHN LIFETIME ACHIEVEMENT AWARD INTRODUCTION \n\nMaria Weitzer\, CFA\, Senior Investment Risk Manager\, APG Asset Management US; Board Member\, CFA Society New York \n\n\n5:10 PM | IRVING KAHN LIFETIME ACHIEVEMENT AWARD RECIPIENT \n\nSallie Krawcheck\, Chief Executive Officer\, Co-Founder\, Ellevest \n\n\n5:30 PM | KEYNOTE INTRODUCTION \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n5:35 PM | KEYNOTE ADDRESS \n\nJohn Rutledge\, Ph.D.\, Chief Investment Strategist\, Safanad \n\n\n6:00 PM | PANEL DISCUSSION INTRODUCTION \n\nKelly Ye\, CFA\, Director of Research\, IndexIQ; Board Member\, CFA Society New York \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nMatt Kummell\, Director\, Citibank Business Advisory Group \n\nPanelists \nLinda Zhang\, Ph.D.\, Chief Executive Officer\, Founder\, Purview Investments \nGeorge N. Patterson\, PhD\, CFA\, CFP\, Managing Director\, Chief Investment Officer\, QMA \nDaniel Farley\, CFA\, Executive Vice President\, Chief Investment Officer\, Investment Solutions Group \n\n\n6:50 PM | CLOSING REMARKS \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board Member\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nCareer planning\nManaging change in the industry\nInvestment management trends
URL:https://cfany.org/event/cfany-2020-annual-celebration/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201102T120000
DTEND;TZID=America/New_York:20201102T130000
DTSTAMP:20260716T161037
CREATED:20201020T175656Z
LAST-MODIFIED:20201020T181115Z
UID:63958-1604318400-1604322000@cfany.org
SUMMARY:A View from Australia
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nStephen Dunne\, Director of Construction and Building Industry Superannuation Fund (Cbus)\, will be interviewed by Maria Wilton\, CFA. \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\nMaria Wilton\, CFA\, AM\, Vice Chair\, Global Board of Governors\, CFA Institute \n\n\nInterviewee\nStephen Dunne\, Director\, Construction and Building Industry Superannuation Fund \n\n\n1:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nTBA \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nGlobal Investments\nFintech for Pension Plans
URL:https://cfany.org/event/a-view-from-australia/
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:20201102T180000
DTEND;TZID=America/New_York:20201102T200000
DTSTAMP:20260716T161037
CREATED:20200228T200202Z
LAST-MODIFIED:20201029T223217Z
UID:59064-1604340000-1604347200@cfany.org
SUMMARY:6th Annual Thinking Beyond the Transition for Veterans
DESCRIPTION:Complimentary Access for Veterans & Military Personnel \nRegistration for veterans and military personnel is completely free. Click the “Complimentary Access” button below to verify your status and have your complimentary registration approved and processed. \nComplimentary Access×Request Complimentary RegsitrationCloseOverviewTransitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. Concurrently\, explore the benefits of hiring military veterans and military spouses. When veterans feel they are making meaningful contributions\, employers are much more likely to see the lasting benefits of veteran hiring. Following opening remarks and a keynote\, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance.  \nAgenda6:00 PM | OPENING REMARKS \n\nWon Palisoul\, Chair\, Veterans Roundtable\, CFA Society New York (Navy Veteran) \nAndrew Auslander\, CFA\, FRM\, Co-Chair\, Value Investing Group\, CFA Society New York (Navy Veteran) \n\n\n6:10 PM | KEYNOTE SPEAKER \n\nMike Silva\, Chief Compliance Officer\, Americas\, UBS (Navy Veteran) \n\n\n6:30 PM | Q&A \n\n6:40 PM | BREAK \n\n6:45 PM | VETERANS TRANSITION PANEL \n\nModerator \nDan Hamilton\, Special Assistant to Commissioner George P. Bush\, Texas General Land Office and Host of the Next Gen Warrior\, Texas Veterans Land Board (Marine Veteran) \nPanelists \nBrando Benedit\, Fixed Income Specialist\, Nasdaq (Marine Veteran) \nWilliam Bonner\, CFA\, President\, Heyford Group (Air Force Veteran) \nAlexis Mclaughlin\, IB CM&A Media & Telecom Associate\, Credit Suisse (Army Veteran) \nRachel Washburn\, Associate\, Geopolitical Strategy\, Academy Securities\, Intelligence Officer\, U.S Army (Army Veteran) \n\n\n7:30 PM | Q&A \n\n7:55 PM |  CLOSING REMARKS \n\nLeonardo Cardoso\, CFA\, Executive Member\, Brazen Capital\, LLC\, Chief Executive Officer\, QuantGate Systems \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the value of hiring veterans and military spouses\nUnderstand how to leverage background in military service to transition successfully\nGain better understanding of roles within the financial industry\nFocus on key highlights for selling differentiated skill set\nLearn how to translate language from military to finance\nLearn what key points to focus on in job search\, resume conversion\, and interview prep\nLearn about CFANY and CFA Institute’s Career Guide: Veterans Edition
URL:https://cfany.org/event/6th-annual-thinking-beyond-the-transition-for-veterans/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201104
DTEND;VALUE=DATE:20201107
DTSTAMP:20260716T161037
CREATED:20201016T201559Z
LAST-MODIFIED:20201106T203425Z
UID:63897-1604448000-1604707199@cfany.org
SUMMARY:LatAm & Caribbean Asset Owners Series Virtual Summit 2020
DESCRIPTION:OverviewA virtual Asset Owner Series event\, presented in tandem with CFA Society Peru \nCFA Society Peru and CFA Society New York will head a fantastic three day event that will go deep into the issues facing Latin American asset owners. Discussions will cover: post COVID-19 risks and opportunities\, infrastructure\, economic and regulatory policies that will impact investments\, ESG and more. All views will be provided by asset owners and international investors. \nAgendaWednesday\, November 4\n3:00 PM | WELCOMING WORDS \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \nMelvin Escudero\, CFA\, Chairman – Atlantic Islands and Latin America Advocacy Council\, CFA Institute \n\n\n3:15 PM | SUMMIT INTRODUCTION \n\nMargaret Franklin\, CFA\, President & CEO\, CFA Institute \n\n\n3:25 PM | SPECIAL INTERVIEW: LATAM AND CARIBBEAN MARKETS AS AN OPPORTUNITY FOR INTERNATIONAL ASSET OWNERS \n\nStephen M. Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director of the Americas Region\, CFA Institute \n\n\n4:10 PM | PANEL: WHAT WILL FISCAL AND ECONOMIC PRESSURES MEAN FOR BRAZILIAN INVESTMENTS? \n\nModerator \nMauro Miranda\, CFA\, FRM\, Managing Partner and Investment Advisor\, Panda Investimentos AAI Ltda \n\nPanelists \nBruno Maueler\, CFA\, Head of Investments\, Fundação Copel \nGustavo Ottoni\, Investments Manager\, Centrus – Fundação Banco Central de Previdência Privada \nRaphael Barreto\, CFA\, CFO\, Mongeral Aegon \n\n\n5:05 PM | PANEL: INVESTING UNDER UNCERAIN ENVIRONMENTS \n\nModerator \nHugo Aravena\, CFA\, CAIA\, CIPM\, Director – Portfolio Solutions\, BTG Pactual; Board Member\, CFA Society Chile \n\nPanelists \nFrancisco Mina\, Head of Equities\, AFP Habitat \nPascal Verbruggen\, CIO\, Administradora de Fondos de Cesantía de Chile \nFelipe Lira\, Head of Investment Strategy\, AFP Capital \n\n\nThursday\, November 5\n3:00 PM | SPECIAL PRESENTATION: LATAM AND CARIBBEAN MARKETS: ADVOCACY AND REGULATORY CHALLENGES FOR ASSET OWNERS \n\nIñigo Bengoechea\, CFA\, CPA\, CAIA\, FRM\, Senior Director\, CFA Institute \n\n\n3:40 PM | PANEL: WHERE TO FIND VALUES IN MEXICO’S PUBLIC AND PRIVATE MARKETS \n\nModerator \nSebastian Miraelles\, CFA\, CAIA\, Managing Partner\, Tempest Capital \n\nPanelists \nAxel Christensen\, Managing Director\, Chief Investment Strategist for LatAm & Iberia\, BlackRock \nJuan Veron\, CFA\, CIO\, Principal Group \nAlonso García Tamés\, Managing Director\, Strategic Partnerships\, Latin America\, CDPQ Mexico \n\n\n4:35 PM | PANEL: ARGENTINA ECONOMIC OUTLOOK AFTER DEBT RESTRUCTURING \n\nModerator \nAgustin Ortiz Fragola\, CFA\, Vice President\, CFA Society Argentina \n\nPanelists \nPablo Albina\, Country Head for Argentina & Uruguay\, Head of Investment for Latin\, Schroders Investment Management \nGustavo Neffa\, Director\, Research for Traders \nJuan Manuel Pazos\, Chief Economist\, TPCG \n\n\n5:30 PM | PANEL: COLOMBIA’S POST COVID-19 SITUATION AND OUTLOOK OF PRIVATE MARKET INVESTMENTS OPPORTUNITIES \n\nModerator \nMauricio Guzmán\, CFA\, CAIA\, President\, CFA Society Colombia \n\nPanelists \nJuan Sebastián Restrepo\, Head of Investments\, Skandia AFP \nOscar Rocha\, CFO\, Global Seguros de Vida S.A \nAndres Lozano\, CIO\, Colfondos AFP \n\n\nFriday\, November 6\n8:30 AM | PANEL: PERU OUTLOOK—ECONOMIC RECOVERY AND INVESTMENTS OPPORTUNITIES \n\nModerator \nBruno Ghio\, CFA\, CAIA\, FRM\, President\, CFA Society Peru \n\nPanelists \nJosé Larraburre\, Chief Investment Officer\, Prima AFP \nJose Martinez\, Executive Vice President of Investments\, Rimac Seguros \nDiego Marrero\, CIO\, AFP Habitat \n\n\n9:25 AM | PANEL: NEW INVESTMENTS OPPORTUNITIES URUGUAY \n\nModerator \nBarbara Mainzer\, CFA\, President\, CFA Society Uruguay \n\nPanelists \nJuan Siutto\, CFO\, Banco de Seguros del Estado \nSantiago Hernández\, CIO\, AFAP Sura \nFabian Ibarburu\, CFA\, CEO\, CAF-AM Uruguay \n\n\n10:20 AM | PANEL: ENHANCING CARIBBEAN CAPITAL MARKETS FROM FRONTIER MARKET TO INVESTABLE EMERGING MARKET STATUS IN THE POST COVID ERA \n\nModerator \nMonique French\, CFA\, Chief Credit Officer\, CIBC FirstCaribbean International Bank; Board Member/Governance Chair\, CFA Society Jamaica  \n\nPanelists \nJulian Mair\, Chief Investment Strategist\, JMMB Group \nSteven Gooden\, CFA\, CEO\, NCB Capital Markets \nCarl Ross\, Partner & Sovereign Credit Analyst\, GMO LLC \n\n\n11:15 AM | CLOSING COMMENTS: CFA INSTITUTE IMPACT ON POST COVID-19 NEW NORMAL AND THE TRENDS IN THE GLOBAL INVESTMENTS \n\nDaniel Gamba\, CFA\, Global Head of Active Equity Product Strategy\, BlackRock; Vice Chair\, CFA Institute Board of Governors \n\nAdditional DetailsAreas of Focus \n\nPost COVID-19 impact on the markets: Risks and Opportunities\nInfrastructure Investments\nNew Economic and Regulatory Policies\nTrends in ESG
URL:https://cfany.org/event/latam-caribbean-asset-owners-series-virtual-summit-2020/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201104T120000
DTEND;TZID=America/New_York:20201104T133000
DTSTAMP:20260716T161037
CREATED:20200918T214704Z
LAST-MODIFIED:20201029T191727Z
UID:63287-1604491200-1604496600@cfany.org
SUMMARY:COVID-19’s Impact on Overlay Strategies
DESCRIPTION:OverviewPresented in conjunction with Professional Risk Managers’ International Association (PRMIA). \nOverlay strategies are investment strategies that use derivative instruments to gain portfolio exposures beyond those provided by the underlying physical investment portfolio. Such strategies can add alpha\, but also value through the management and diversification of risk. \nDuring this event\, we will hear from a panel of industry experts on how overlay strategies have been impacted by the COVID-19 pandemic and what we may expect from such strategies going forward. \nAgenda12:00 PM | OPENING REMARKS \n\nPhilip Clements\, CFA\, Associate Director\, Record Currency Management \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nDr. Dmitri Tikhonov\, CFA\, MBA\, Chief Investment Risk Officer\, Record Currency Management \nPanelists \nWilliam Emmett\, Senior Vice President\, Callan \nJiangning (Jen) M. Plett\, CFA\, CAIA\, Investment Officer\, Portfolio Risk and Research\, Oregon State Treasury \nGino Reina\, CFA\, Portfolio Manager / Principal\, SECOR Asset Management \n\nThere will be a 10 minute break from 12:35 – 12:45 PM \n\n1:15 PM | Q&A \n\n1:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC \n\nAdditional DetailsLearning Outcomes \n\nImproved understanding of the different aspects of portfolio risk\nIncreased knowledge of the data tools used to analyze portfolio risk\nUnderstanding of innovative derivative solutions to solve and manage investment risk\n\nPresented in Conjunction With:
URL:https://cfany.org/event/covid-19s-impact-on-overlay-strategies/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Other Industry Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201105T120000
DTEND;TZID=America/New_York:20201105T130000
DTSTAMP:20260716T161037
CREATED:20200908T235700Z
LAST-MODIFIED:20250609T202129Z
UID:62789-1604577600-1604581200@cfany.org
SUMMARY:Modernizing Investment Research: Cultural Change and Business Model Implications
DESCRIPTION:A Modernizing Investment Research Series Event \nSession OverviewA modern investment process requires non-traditional skills. \nTogether\, we examine: \n\nWhich skillsets are key to making it all work.\nWhether teams should be integrated\, or if not\, effective strategies by which talent can be siloed in order to account for varying skillsets\nThe cultural changes worth considering in order to be successful.\nObtaining the budget for funding of your modernization endeavor.\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 \nPeg DiOrio\, CFA\, Head of Quantitative Equity Portfolio Management\, Voya Investment Management \nPanelists \nMichael Craig\, CFA\, Managing Director\, TD Asset Management \nMadison Kraus\, Principal\, Heidrick & Struggles \nGavin Smith\, Ph.D.\, Managing Director\, Head of Equity Research\, Portfolio Manager\, QMA \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\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\n\nCo-host
URL:https://cfany.org/event/modernizing-investment-research-cultural-change-and-business-model-implications/
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:20201106T130000
DTEND;TZID=America/New_York:20201106T144500
DTSTAMP:20260716T161037
CREATED:20200731T222825Z
LAST-MODIFIED:20201102T212719Z
UID:62219-1604667600-1604673900@cfany.org
SUMMARY:An Overview of the State of LIBOR Transition
DESCRIPTION:OverviewLIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19\, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition\, including: \n\nWhat are the legal implications of these changes and how will they impact investors and their investment process?\nHow will investments\, including existing investments\, be changed by this transition? What is the timeline for the transition and the major risks to execution?\n\nAgenda1:00 PM | WELCOMING REMARKS \n\nAndrew Ausländer\, CFA\, FRM\, Co-Chair\, CFA Society New York Value Investing Group \n\n\n1:05 PM | PANEL DISCUSSION \n\nModerator \nPeter Went Ph.D\, CFA\, lecturer\, Columbia University \n\nPanelists \nAgha Mirza\, Managing Director\, Global Head of Interest Rate Products\, CME Group \nTim Paulson\, Investment Strategist\, Lord Abbett \nLary Stromfeld\, Partner\, Member of Management Committee\, Cadwalader\, Wickersham & Taft LLP \nTom Wipf\, Vice Chairman of Institutional Securities\, Morgan Stanley \n\n\n2:30 PM | Q&A \n\n2:45 PM | CLOSING REMARK & ADJOURNMENT \n\nLeo Schmidt\, CFA\, Chair\, CFA Society New York Institutional Asset Management Group \n\nAdditional DetailsLearning Outcome Statements \nEach speaker will discuss each of the three most prominent challenges of LIBOR: \n\nLegal implications of contracts that reference LIBOR\nCurve construction post LIBOR\nMarket implications of transitioning from LIBOR to alternative rates\n\nSponsored by
URL:https://cfany.org/event/an-overview-of-the-state-of-libor-transition/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201109T130000
DTEND;TZID=America/New_York:20201109T141500
DTSTAMP:20260716T161037
CREATED:20200930T041810Z
LAST-MODIFIED:20201103T153411Z
UID:63563-1604926800-1604931300@cfany.org
SUMMARY:Challenges Implementing the 2020 GIPS Standards
DESCRIPTION:OverviewWe will discuss the key challenges firms are dealing with when moving to the 2020 GIPS Standards.  Senior verifiers will provide some insight on what the challenges are and how to manage them. \nAgenda1:00 PM | WELCOMING REMARKS \n\nJed Schneider CIPM\, FRM\, Senior Vice President\, GIPS Compliance and Performance Reporting\, Lazard Asset Management \n\n\n1:05 PM | Topic #1 \n\nJoel Bernardin\, CFA\, CIPM\, Managing Director\, ACA Compliance Group \n\n\n1:35 PM | Topic #2 \n\nAshley Reeves\, CIPM\, EVP\, CVO\, The Spaulding Group\, Inc. \n\n\n2:05 PM | Q&A \n\n2:15 PM | CLOSING REMARKS & ADJOURNMENT \n\nJed Schneider CIPM\, FRM\, Senior Vice President\, GIPS Compliance and Performance Reporting\, Lazard Asset Management \n\nAdditional DetailsLearning Outcomes \n\n2020 GIPS Standards\nPerformance Reporting to Prospects\nGIPS Verification
URL:https://cfany.org/event/challenges-implementing-the-2020-gips-standards/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201109T180000
DTEND;TZID=America/New_York:20201109T190000
DTSTAMP:20260716T161037
CREATED:20200922T151621Z
LAST-MODIFIED:20201106T204813Z
UID:63358-1604944800-1604948400@cfany.org
SUMMARY:Southeast Asia’s Risks and Returns\, During and Beyond Covid
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nHear the CIO of Khazanah Nasional Berhad\, the sovereign wealth fund of the Government of Malaysia and Edphawin Jetjirawat\, MD\, Temasek interviewed by Sharinee Shannon Kalayanamitr\, Gobi Partners. \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\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nSharinee Shannon Kalayanamitr\, Partner\, Gobi Partners \n\n\nInterviewee\nAzmil Tengku\, CIO\, Khazanah Nasional Berhad \nEdphawin Jetjirawat\, Managing Director – South East Asia\, Temasek \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nTBA \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nGlobal Policy Measures\nGlobal Economic Developments
URL:https://cfany.org/event/southeast-asias-risks-and-returns-during-and-beyond-covid/
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:20201110T093000
DTEND;TZID=America/New_York:20201110T143000
DTSTAMP:20260716T161037
CREATED:20200117T171703Z
LAST-MODIFIED:20201109T150557Z
UID:58005-1605000600-1605018600@cfany.org
SUMMARY:24th Annual Insurance Conference
DESCRIPTION:Sponsorship DisclosureThis conference is sponsored by Raymond James\, with support from event-host CFA Society New York. \nOverviewSponsored by Raymond James \nThe 24th Annual Insurance Conference will discuss the performance of the insurance sector\, as well as the challenges faced by the presenting insurance companies in meeting their liabilities\, especially in the face of natural disasters. Panelists will additionally debate whether secular trends\, rather than cyclical forces\, dampen the sector’s outlook. \n×Agenda\nTuesday\, November 10\n\n9:30 AM | Welcome & Opening Remarks\nGreg Peters\, Managing Director\, Equity Research\, Raymond James & Associates \n\n9:45 AM | CRD.B : Crawford & Company \nRohit Verma\,  Chief Executive Officer \nBruce Swain\, Executive Vice President\, Chief Financial Officer \n\n10:15 AM | Break – 10 min\n\n10:25 AM | Tiptree Inc.\nRick Kahlbaugh\, Chief Executive Officer  \nSandra Bell\, Chief Financial Officer \n\n10:55 AM | Break – 10 min\n\n11:05 AM | ARGO: Argo Group International Holdings\, Ltd.\nKevin Rehnberg\, Chief Executive Officer \n\n11:35 AM | Break – 10 min\n\n11:45 AM | Donegal Insurance Group\nJeffrey D. Miller\, Executive Vice President\, Chief Financial Officer \n Kevin Burke\, President & Chief Executive Officer \n\n12:15 PM | Lunch Break – 20 mins\n\n12:35 PM | FNHC: FedNat Holding Company\nMichael Braun\, Chief Executive Officer  \nRon Jordan\, Chief Financial Officer \n\n1:05 PM | Break – 10 min\n\n1:15 PM | UIHC: United Insurance Holdings Corp.\nBrad Martz\, Chief Financial Officer \nDaniel Peed\, Chief Executive Officer\, Chairman \n\n1:45 PM | Break – 15 min\n\n2:00 PM |EIG: Employers Insurance\nKatherine H. Antonello\, Executive Vice President\, Chief Actuary \nDouglas D. Dirks\, President\, Chief Executive Officer \nStephen V. Festa\, Executive Vice President\, Chief Operating Officer \nMichael S. Paquette\, Executive Vice President\, Chief Financial Officer \n\n2:30 PM | Closing Remarks & Adjournment\nGreg Peters\, Managing Director\, Equity Research\, Raymond James & Associates \n\nCloseAgendaParticipating CompaniesARGO GROUP INTERNATIONAL HOLDINGS\, LTD. \n\nArgo Group International Holdings\, Ltd. (ARGO)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200. \n\n\nCRAWFORD & COMPANY \n\nCrawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. \n\n\nDONEGAL GROUP INC. \n\nDonegal Group Inc. is an insurance holding company that offers property and casualty insurance through its wholly owned insurance subsidiaries and through a pooling agreement with Donegal Mutual Insurance Company. The insurance operations\, rated A (Excellent) by A.M. Best Company\, market full lines of personal and commercial insurance products through a network of independent insurance agencies in 22 states. \n\n\nEMPLOYER INSURANCE \n\nEmployers Insurance (EIG) engages in the provision of workers’ compensation products and services. It offers insurance focused on select small businesses in low to medium hazard industries. The company was founded in April 2005 and is headquartered in Reno\, NV. \n\n\nFEDNAT \n\nFedNat Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company is exiting its legacy auto business. \n\n\nTIPTREE INC.  \n\nTiptree Inc. (NASDAQ: TIPT) is a holding company that combines insurance operations with investment management capabilities. The Company’s principal operating subsidiary is a leading provider of specialty insurance products and related services\, including credit protection\, warranty\, and programs which underwrite niche personal and commercial lines of insurance \n\n\nUNITED INSURANCE HOLDING CORPORATION \n\nUnited Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence. \n\nSponsored By
URL:https://cfany.org/event/24th-annual-insurance-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sponsored,Sponsored Event*,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201110T130000
DTEND;TZID=America/New_York:20201110T170000
DTSTAMP:20260716T161037
CREATED:20201023T120008Z
LAST-MODIFIED:20210324T204744Z
UID:64039-1605013200-1605027600@cfany.org
SUMMARY:Introduction to Equity Research Modeling & Analysis - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep and led by former private equity professionals\, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional. \nWhat You’ll LearnLearn how research professionals approach earnings releases and quarterly model updates\, how they formulate the investment thesis\, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA\, and best practices when working with quarterly models. This is an abbreviated version of the training used to onboard sell side research associates at bulge bracket investment banks. \nThis power session is NOT AN ACADEMIC EXERCISE: It is taught by Experienced Sell-Side Professionals who explain how it’s done on the job. \nCFANY.org: $319.20 Standard Rate: $399 AgendaThis virtual session goes from 9am-5pm EST \nSummary | PE DEAL PROCESS \n\nThe boot camp focuses on 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. \nView Full Syllabus\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 Private Equity Deal Process and Day to Day Responsibilities\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\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\nCloseAdditional DetailsWho is this boot camp for? \n\nSell-side analysts and associates\nBuy-side analysts and associates\nMBA students and business undergraduates\nAnyone looking to get a better understanding of research\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nLed by experienced sell-side professionals\, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically\, trainees will learn how ER professionals use earnings releases and quarterly model updates\, how they formulate investment theses\, adjustments made to normalize financial metrics to arrive at adjusted EBITDA\, and modeling best practices. \nWhat You’ll Learn\n\n\nUnderstand various factors that make up investment thesis.\nLearn how to approach earnings releases and quarterly model updates.\nGain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.\nLearn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.\nResearch considerations\n\nTypes of reports research professionals develop\nTypical research workflow around earnings releases and quarterly model updates\n\n\nResearch process\n\nFormulating of investment thesis\nDeveloping research best practices\n\n\nAnalysis of earnings reports\n\nMoving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA\n\n\nQuarterly model considerations\n\nAdjustments to quarterly models\n“Wrapping” quarterly into annual forecasts and handling reconciliation challenges\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nWhat's Included?\nComprehensive training materials\, 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-equity-research-modeling-analysis/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events
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END:VCALENDAR