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X-WR-CALDESC:Events for CFA Society New York
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201026T120000
DTEND;TZID=America/New_York:20201026T130000
DTSTAMP:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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:20260716T193332
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201110T160000
DTEND;TZID=America/New_York:20201110T170000
DTSTAMP:20260716T193332
CREATED:20201014T143337Z
LAST-MODIFIED:20201109T171928Z
UID:63822-1605024000-1605027600@cfany.org
SUMMARY:Oshkosh CEO Discussion and Plant Tour
DESCRIPTION:OverviewIn a live virtual meeting with CEO Wilson R. Jones and other executives of Oshkosh Corporation\, society members will learn about this Fortune 500 mid-cap that generates sustainable profits from its market leadership in essential industries\, manufacturing Pierce fire trucks\, tactical wheeled vehicles used by the men and women of the U.S. armed forces and other vocational trucks used broadly in construction and other industries. The event will include a virtual tour of the company’s Appleton\, Wisconsin custom fire truck manufacturing plant\, along with questions from a panel of knowledgeable analysts. This direct access will be a way to introduce the company to new investors\, and a chance for investors who are familiar with Oshkosh to ask questions.  \nThe virtual tour will also be a way for the society to go back to its historic roots of company presentations\, but by using new virtual technology this will be much more informative than a standard PowerPoint presentation. Moreover\, with a panel of analysts\, there will be insightful questions to help investors understand the company without a canned company presentation. The idea is to be more of a meeting that CEOs have with investors in boardrooms where the questions drive the discussion. \n×Manufactured by Oshkosh Corporation\n\nCloseCompany ImagesAgenda4:00 PM | OPENING REMARKS AND INTRODUCTIONS \n\nLeo Schmidt\, CFA\, Chair\, CFA Society New York’s Institutional Asset Management Group \nGary Lutin\, Chairman\, The Shareholder Forum \n\n\n4:05 PM | CEO WILSON JONES WELCOME FROM PIERCE PLANT (FIRE & EMERGENCY VEHICLES) \n\nWilson Jones\, Chief Executive Officer\, Oshkosh Corporation \n\n\n4:10 PM | INTRODUCTION TO COMPANY PRODUCTS & MARKETS \n\n4:25 PM | VIRTUAL PIERCE PLANT TOUR \n\n4:35 PM | JONES & OTHERS CONTINUE REVIEW WITH PANEL FROM PIERCE SHOWROOM \n\nOshkosh Corporation \nWilson Jones\, Chief Executive Officer \nPatrick Davidson\, Senior Vice President\, Investor Relations \nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \nPanelists \nSteve Barger\, Managing Director\, Equity Research\, KeyBanc Capital Markets Inc. \nJamie Cook\, CFA\, Managing Director\, Head of U.S. Capital Goods Research\, Credit Suisse \nStanley Elliott\, Director\, Diversified Industrials Sector\, Stifel Financial Corporation \nChristopher Meeker\, CFA\, Portfolio Manager\, Research Analyst\, Franklin Mutual Series \n\n\n4:50 PM | AUDIENCE QUESTIONS \n\n5:00 PM | CLOSING REMARKS \n\nLeo Schmidt\, CFA\, Chair\, CFA Society New York’s Institutional Asset Management Group \n\nAdditional DetailsLearning Outcomes \n\nMeet and interview Oshkosh’s CEO Wilson Jones\nSee an Oshkosh manufacturing facility\nLearn about a company that prospers from making needed products\nObserve what buyside analysts want to know\nGain a deeper understanding of Oshkosh\nSee how professional analysts interview a CEO
URL:https://cfany.org/event/oshkosh-ceo-discussion-and-plant-tour/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201111T173000
DTEND;TZID=America/New_York:20201112T210000
DTSTAMP:20260716T193332
CREATED:20200915T224718Z
LAST-MODIFIED:20201106T224447Z
UID:63139-1605115800-1605214800@cfany.org
SUMMARY:Introduction to Python for Business and Finance
DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-evening\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nThis class is run by Cognitir\, which has hosted our Python events in the past. Members of CFA Society Boston will also be able to attend. \nStandard Rate\n$499 Members | $599 Nonmembers \nCourse Curriculum×Course CurriculumIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and SummaryCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsLearning Outcomes \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences
URL:https://cfany.org/event/introduction-to-python-for-business-and-finance-2/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201112T090000
DTEND;TZID=America/New_York:20201113T170000
DTSTAMP:20260716T193332
CREATED:20200903T215715Z
LAST-MODIFIED:20201019T151727Z
UID:62741-1605171600-1605286800@cfany.org
SUMMARY:Insurance Industry Modeling Boot Camp
DESCRIPTION:Presented by Wall Street Prep\, master insurance industry financial  modeling in this 2-day intensive virtual boot camp  \nWhat You’ll LearnThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company. \nCFANY.org: $1\,599.20 Standard Rate: $1\,999 AgendaPlease note: Each daily session goes from 9:30 AM – 4:30 PM EST \nView Full Syllabus\n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\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 SyllabusPlease note: Each daily session goes from 9:30 AM – 4:30 PM EST \nView Full Syllabus\n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \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?Overview\nThe unique regulatory framework\, accounting and business model of insurance companies create challenges in the areas of financial statement analysis\, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company \nSchedule\nVirtual training runs daily from 9:00 am to 5:00 pm. 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/insurance-industry-modeling-boot-camp/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201112T120000
DTEND;TZID=America/New_York:20201112T133000
DTSTAMP:20260716T193332
CREATED:20200918T224113Z
LAST-MODIFIED:20201112T153324Z
UID:63298-1605182400-1605187800@cfany.org
SUMMARY:Analytics Tools for Managing Portfolio Risks
DESCRIPTION:OverviewPresented in conjunction with Professional Risk Managers’ International Association (PRMIA). \nCombining meaningful information and insights into a portfolio investment process is a challenging task for any investor. A critical aspect to consider is the trade-off between and drivers of risk and return. Multi-asset class portfolios and/or illiquid assets further complicate this perspective. Fortunately\, advances in academia and improvements in technology have provided a number of methods and tools to help investors visualize key information quickly\, accurately and easily. \nDuring this event\, we will hear from leading industry and academic experts on the methods and tools available for managing portfolio risks. \nAgenda12:00 PM | OPENING REMARKS \n\nAndrew Ausländer\, CFA\, FRM\, Managing Principal\, Agile Financial LLC. \n\n\n12:05 PM | KEYNOTE SPEAKER\, Q&A \n\nJake Dwyer\, SVP\, GM of Venn\, Two Sigma \n\n\n12:45 PM | BREAK \n\n12:50 PM |  KEYNOTE SPEAKER\, Q&A* \n\nPetter Kolm\, Director of the Mathematics in Finance Master’s Program and Clinical Professor\, Courant Institute of Mathematical Sciences\, New York University \n\n*This section will not be recorded \n\n1:30 PM | CLOSING REMARKS & ADJOURNMENT \n\nAkash Kapur\, Prime Brokerage Risk Manager\, BNP Paribas \n\nAdditional DetailsLearning Outcomes \n\nAssess how various risk factors contribute to portfolio performance\n Increased knowledge of the statistical measures and tools available for managing portfolio risks\, including stress testing and scenario analysis\n Approaches used to manage and optimize portfolio risk taking\n\nPresented in Conjunction With:
URL:https://cfany.org/event/analytics-tools-for-managing-portfolio-risks/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201113T100000
DTEND;TZID=America/New_York:20201113T120000
DTSTAMP:20260716T193332
CREATED:20201102T190602Z
LAST-MODIFIED:20201118T215649Z
UID:64303-1605261600-1605268800@cfany.org
SUMMARY:CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework Conference
DESCRIPTION:OverviewA virtual Asset Owner Series event \nDuring its annual 2019 CFA Climate and ESG Asset Owner Summit\, hosted in partnership with Principles for Responsible Investment (UNPRI)\, a resounding theme was the dearth of information available to assist asset owners measure the impact of their Real Asset portfolios on both ESG and delivery of the Sustainable Development Goals (SDG’s). To address this challenge\, the AOS advisor committee approached GRESB\, University of Cambridge Institute for Sustainability Leadership (CISL)\, and Africa investor (Ai) as technical partners to work with a high-level ‘Brain Trust’ to investigate the creation of a framework\, narrative and benchmark for asset owners to measure the impact of infrastructure assets on delivery of the SDG’s and ESG\, and promote adoption amongst their respective asset owner networks. The framework is the first output from this effort\, representing a framework intended to assist in measuring the contribution to the SDG’s for Infrastructure assets and projects. \nAgendaWELCOME AND OPENING REMARKS \n\nHubert Danso\, Chair\, CFA Society New York Asset Owners Council (AOC) \n\n\nKEYNOTE ADDRESS: ABOUT THE CFA AOC FRAMEWORK AND HOW IT CAN BE USED BY ASSET OWNERS \n\nJingdong Hua\, Vice President and Treasurer\, World Bank; Pension Finance Administrator\, World Bank Group \n\n\nPRESENTATION: THE CFA AOC FRAMEWORK AND ITS METHODOLOGY \n\nAurelien Reynolds\, Technical Team\, BrainTrust; ESG Analyst\, Infrastructure\, GRESB \n\n\nPANEL DISCUSSION: BRAINTRUST MEMBERS ON WHY THE FRAMEWORK IS NEEDED \n\nModerator \nHubert Danso\, Chair\, CFA Society New York Asset Owners Council (AOC) \nPanelist \nCharlotte Tyrwhitt Drake\, Director\, Pensions for Purpose \nJon Phillips\, Director\, Corporate Affairs\, Global Infrastructure Investors Association \nFraser Hughes\, CEO\, Global Listed Infrastructure Organisation \nFrançois Bergere\, Executive Director\, Long-Term Infrastructure Investors Association \nRick Walters\, Director – Infrastructure\, GRESB \nDuncan Bonfield\, Chief Executive Officer\, International Forum of Sovereign Wealth Funds (IFSWF) Secretariat \n\n\nCLOSING REMARKS \n\nHubert Danso\, Chair\, CFA Society New York Asset Owners Council (AOC) \n\nAdditional DetailsAreas of Focus \n\nESG\nAsset Allocation\nESG Benchmarking and Data
URL:https://cfany.org/event/cfany-asset-owner-series-sdg-esg-infrastructure-investment-framework-conference/
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:20201116T110000
DTEND;TZID=America/New_York:20201116T120000
DTSTAMP:20260716T193332
CREATED:20201113T010219Z
LAST-MODIFIED:20201123T173835Z
UID:64551-1605524400-1605528000@cfany.org
SUMMARY:Why Investing in Hope is Profitable for One Wealthy Family
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nJoseph Boateng of Casey Family Programs Endowment will be interviewed by Hubert Danso\, Africa Investor. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda11:00 AM | WELCOMING REMARKS \n\nThomas Brigandi\, CFA\, Chair – Board of Directors\, CFA Society New York; Founder\, Asset Owner Series \n\n\n11:05 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nHubert Danso\, Chief Executive Officer and Chairman\, Africa investor (Ai) Group; Chair\, CFA Asset Owners Council \n\n\nInterviewee\nJoseph Boateng\, CIO\, Casey Family Programs \n\n\n12:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nEvelyn Yeow\, CFA\, Treasurer – Board of Directors\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection
URL:https://cfany.org/event/why-investing-in-hope-is-profitable-for-one-wealthy-family/
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:20201116T130000
DTEND;TZID=America/New_York:20201116T143000
DTSTAMP:20260716T193332
CREATED:20200909T230921Z
LAST-MODIFIED:20201112T152858Z
UID:62837-1605531600-1605537000@cfany.org
SUMMARY:ESG Creates Value\, Not Just Investment Returns
DESCRIPTION:OverviewGetting your environmental\, social\, and governance (ESG) proposition right links to higher value creation. \nJoin us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy\, but how does that apply to an entire organization? Our experts will discuss how top line growth\, cost reductions\, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization. Our experts will discuss how a strong ESG culture\, from the top down\, helps lead to better business performance\, more effective operations\, and increased investor confidence. In fact\, better performance in ESG also corresponds with a reduction in downside risk\, as evidenced by lower loan and credit default swap spreads and higher credit ratings. CFA Society New York members and financial professionals will benefit from hearing a diverse set of views from established market participants as CFA Society New York continues to provide our community with the ability to hear from market experts virtually and\, more importantly\, provides the opportunity to ask questions during this period of social distancing. \nAgenda1:00 PM | WELCOMING REMARKS \n\nTim Frazier\, SVP\, Director of Sales & Marketing\, Concertiv \n\n\n1:05 PM | PANEL DISCUSSION\, Q&A \n\nModerator \nHoward\, Tang\, CFA\, CEO\, Peritus Capital \nPanelists \nKate Ahern\, Managing Director\, ESG & Sustainability\, Cartica Management LLC \nLisa Hayles\, Investment Manager\, Trillium Asset Management \nAniket Shah\, Ph.D\, Head of ESG and Sustainability Research\, Americas\, UBS \nMariela Vargova\, Ph.D\, Senior ESG Analyst\, Invesco Ltd \n\n\n2:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC \n\nAdditional DetailsLearning Outcomes \n\nExchange of views\nContemporaneous with current market data vendor landscape\nFocus on potential market data industry changes\nThought leadership by practitioners
URL:https://cfany.org/event/esg-creates-value-not-just-investment-returns/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201117
DTEND;VALUE=DATE:20201120
DTSTAMP:20260716T193332
CREATED:20200626T191149Z
LAST-MODIFIED:20210324T204749Z
UID:61745-1605571200-1605830399@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-nov17/
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:20201117T080000
DTEND;TZID=America/New_York:20201118T170000
DTSTAMP:20260716T193332
CREATED:20200904T172922Z
LAST-MODIFIED:20201113T181359Z
UID:62755-1605600000-1605718800@cfany.org
SUMMARY:Investor Forum 2020: Ready for Anything – Using Data in Perilous Times
DESCRIPTION:OverviewPeriods of crises demand access to high quality\, consistent\, timely data\, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further\, to plan for future crises. \nThis year’s program will also feature practical\, real world examples\, of how individual and professional analysts can use XBRL data in their investment process. Post-conference\, attendees will be invited to deep-dive training webinars on tools to access free\, timely\, granular\, XBRL data. \nThis event is hosted by CFA Society New York. The program was developed by XBRL US\, in sponsorship with Baruch College Zicklin School of Business\, CFA Institute\, and CFA Society New York. The event is free to attend but registration is required. \nPlease note that this event has been changed to an online format spanning two days. 5 minute breaks will be taken between each session. \nAgendaTUESDAY\, NOVEMBER 17\, 2020\n\n1:00 – 1:10 PM | WELCOME & INTRODUCTIONS \n\nEric Linder\, CFA Vice-Chair\, Financial Reporting & Analysis Group\, CFA Society New YorkCampbell Pryde\, President and Chief Executive Officer\, XBRL USDavid Rosenberg\, Associate Professor of Law\, Associate Director of the Robert Zicklin Center for Corporate Integrity\, Baruch College \n\n\n1:15 – 1:50 PM | KEYNOTE PRESENTATION \nIntroduced and Moderated by: Alfred R. Berkeley\, III\, Chairman\, Princeton Capital Management\, Vice Chairman\, Gentag\, Inc. \n\nAllison Herren Lee\, Commissioner\, United States Securities and Exchange Commission \n\n\n2:00 – 2:55 PM | FINANCIAL IDENTIFIERS FOR INVESTORS BUSINESS & REGULATORSThis session will address the value of the Legal Entity Identifier as well as securities identifiers for various constituencies\, the status of identifier adoption\, and how identifiers for entities and securities can be leveraged during times of crisis. \n\nModerator \nThomas L. Brown Jr.\, Associated Director – Data Strategy and Standards\, Office Of Financial Research\, U.S. Department of the Treasury \nPanelists \nJefferson Braswell\, former Member of the Board of Governors\, Global LEI Foundation (GLEIF)\, Founding Partner\, Tahoe Blue \nStephen Meizanis\, Global Data Product Manager\, Bloomberg LP \n\n\n3:00 – 3:50 PM | STANDARDS TO MANAGE INVESTMENT RISKCOVID 19 has had a significant impact on business and investors. Learn what companies are doing to communicate to investors\, and how stakeholders are preparing for future risks down the road. Discussion will cover how standards in place today have been able to reduce the impact of uncertainty\, and keep stakeholders informed. Hear how standards for data\, as well as entity and securities identifiers\, can be expanded to help the markets prepare for future uncertainties. \n\nSpeakers: \nMike Willis\, Assistant Director\, Office of Structured Disclosure\, Division of Economics and Risk Analysis\, U.S. Securities and Exchange Commission \nJeff Mahoney\, CPA\, General Counsel\, Council of Institutional Investors \nMohini Singh\, ACA\, Director of Financial Reporting Policy\, CFA Institute \nModerator: \nJeff Naumann\, Managing Director\, Audit & Assurance\, Deloitte \n\n\n3:55 – 4:45 PM | APIs\, TEMPLATES & OTHER FREE WAYS TO ACCESS STRUCTURED DATAThe availability of free\, machine-readable XBRL data has revolutionized the way analysts and researchers can evaluate investment opportunities – faster\, with greater granularity and reduced expense. This session will provide an overview of freely available research tools that can be used to access structured data worldwide. Follow up webinars will be conducted by XBRL US for a deeper dive into each of these applications for those interested in learning more. \n\nSpeaker: \nCampbell Pryde\, President and Chief Executive Officer\, XBRL US \n\n\nWEDNESDAY\, NOVEMBER 18\, 2020\n\n1:00 – 1:10 PM | WELCOME & INTRODUCTION \n\nCampbell Pryde\, President and Chief Executive Officer\, XBRL USDavid Rosenberg\, Associate Professor of Law\, Associate Director of the Robert Zicklin Center for Corporate Integrity\, Baruch College \n\n\n1:15 – 1:45 PM | KEYNOTE PRESENTATION \nIntroduced and Moderated by: John Turner\, Chief Executive Officer\, XBRL International  \n\nWes Bricker\, Vice Chair\, US and Mexico Assurance Leader\, PwC US\, Chair\, XBRL International Board \n\n\n1:50 – 2:40 PM | XBRL USE REACHING THE CRITICAL TIPPING POINT XBRL uniquely provides investors access to structured information directly from SEC.GOV that includes all data contained in the financial statements and footnotes. Our panel of experts present lessons learned and case studies to demonstrate how XBRL is revolutionizing how research analysts in the investment community and at the SEC are using XBRL data. \n\nSpeakers: \nPranav Ghai\, Co-Founder\, Chief executive Officer\, Calcbench \nChristine Tan\, Co-Founder and Chief Research Officer\, idaciti \nModerator: \nMike Schlanger\, Vice President Solution Sales\, Toppan Merrill \n\n\n2:45 – 3:30 PM |  WHAT INVESTORS & REGULATORS NEED FROM ISSUERS IN UNCERTAIN TIMESWhen crises hit\, like the Great Recession of 2008 and the current pandemic\, investors need timely\, consistent information about the entities in which they invest\, to make rapid\, well-informed decisions. Join this session to find out how lessons learned in 2008 can be applied to today’s situation. Hear a discussion about what kind of data is of most value to investors\, standard setters\, and regulators in managing crises\, and how issuers should adapt their disclosure practices to meet the new demands. This session will address the political and economic impact of congressional actions related to the crisis. \n\nSpeakers: \nMarc Joffe\, Senior Research Analyst\, Reason Foundation \nTodd Castagna\, Executive Director\, Morgan Stanley Research \nModerator: \nDean Ritz\, Senior Director\, Structured Data Initiatives\, Workiva \n\n\n3:30 – 3:40 PM | CLOSING REMARKS \n\nEric Linder\, CFA Vice-Chair\, Financial Reporting & Analysis Group\, CFA Society New York \n\nAgendaTuesday\, November 17\, 2020Wednesday\, November 18\, 2020Tuesday\, November 17\, 2020\n1:00 – 1:10 PM | WELCOME & INTRODUCTIONS \nEric Linder\, CEO\, SavaNet\, LLC \nCampbell Pryde\, President and CEO\, XBRL US \nDavid Rosenberg\, Associate Professor of Law\, Associate Director of the Robert Zicklin Center for Corporate Integrity\, Baruch College \n\n1:15 – 2:00 PM | KEYNOTE PRESENTATION \n\n2:05 – 2:55 PM | LEGAL ENTITY IDENTIFIERS FOR INVESTORS\, BUSINESS & REGULATORS\nThis session will address the value of the LEI for various constituencies\, the status of LEI adoption\, and how identifiers for entities and securities can be leveraged during times of crisis. \nSpeakers: \nTBA \n\n3:00 – 3:50 PM | STANDARDS TO MANAGE INVESTMENT RISK\nCOVID 19 has had a significant impact on business and investors. Learn what companies are doing to communicate to investors\, and how stakeholders are preparing for future risks down the road. Discussion will cover how standards in place today have been able to reduce the impact of uncertainty\, and keep stakeholders informed. Hear how standards for data\, as well as entity and securities identifiers\, can be expanded to help the markets prepare for future uncertainties. \nSpeakers: \nMike Willis\, Assistant Director\, Office of Structured Disclosure\, Division of Economics and Risk Analysis\, U.S. Securities and Exchange Commission \nMore to come \n\n3:55 – 4:45 PM | APIs\, TEMPLATES & OTHER FREE WAYS TO ACCESS STRUCTURED DATA\nThe availability of free\, machine-readable XBRL data has revolutionized the way analysts and researchers can evaluate investment opportunities – faster\, with greater granularity and reduced expense. This session will provide an overview of freely available research tools that can be used to access structured data worldwide. Follow up webinars will be conducted by XBRL US for a deeper dive into each of these applications for those interested in learning more. \nSpeaker: TBA \nWednesday\, November 18\, 2020\n1:00 – 1:10 PM | WELCOME & INTRODUCTION \n\n1:15 – 1:45 PM | KEYNOTE PRESENTATION \nJohn Turner\, CEO\, XBRL International \n\n1:50 – 2:40 PM | XBRL USE REACHING THE CRITICAL TIPPING POINT \nXBRL uniquely provides investors access to structured information directly from SEC.GOV that includes all data contained in the financial statements and footnotes. Our panel of experts present lessons learned and case studies to demonstrate how XBRL is revolutionizing how research analysts in the investment community and at the SEC are using XBRL data. \nSpeakers: \nTBA \n\n2:45 – 3:30 PM |  WHAT INVESTORS & REGULATORS NEED FROM ISSUERS IN UNCERTAIN TIMES\nWhen crises hit\, like the Great Recession of 2008 and the current pandemic\, investors need timely\, consistent information about the entities in which they invest\, to make rapid\, well-informed decisions. Join this session to find out how lessons learned in 2008 can be applied to today’s situation. Hear a discussion about what kind of data is of most value to investors\, standard setters\, and regulators in managing crises\, and how issuers should adapt their disclosure practices to meet the new demands. This session will address the political and economic impact of congressional actions related to the crisis. \nSpeakers: \nTBA \n\n3:30 – 3:40 PM | CLOSING REMARKS \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\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations \nSponsors
URL:https://cfany.org/event/investor-forum-2020-ready-for-anything-using-data-in-perilous-times/
LOCATION:Virtual Only
CATEGORIES:Financial Reporting and Analysis Group,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201117T183000
DTEND;TZID=America/New_York:20201117T193000
DTSTAMP:20260716T193332
CREATED:20201016T191216Z
LAST-MODIFIED:20201112T182330Z
UID:63889-1605637800-1605641400@cfany.org
SUMMARY:Diversity & Inclusion in the Consultant Community
DESCRIPTION:OverviewFor the second installment of CFA Society New York’s new Diversity & Inclusion Forum\, we examine how the consultant community is effecting change across the investment industry. Sitting between asset owners and asset managers\, consultants can play a unique role in influencing how one or the other undertakes D&I initiatives in both their investment and business practices. Hear from experts in the field discuss changes they have implemented in their search processes and what transformations they foresee as businesses continue to contemplate biased operations and cultures. \nAgenda6:30 PM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Director\, Fidelis Capital LLC \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nJune Kim\, Director of Global Equity\, CalSTRS \nPanelists \nDeborah Christie\, CFA\, MA\, Managing Director\, Cambridge Associates \nJoanna Horowitz\, CFA\, Senior Consultant. Alternative Investments Advisory Group\, Consulting’s Corporate Responsibility & Diversity\, Monticello Consulting Group \nJoey Mallon\, Associate Director\, Alpha Investment Research Group\, Segal Marco Advisors \nStephen P. McCourt\, CFA\, Managing Principal\, Co-Chief Executive Officer\, Meketa Investment Group \n\n\n7:15 PM | Q&A \n\n7:30 PM |  CLOSING REMARKS \n\nCaroline Busby\, CFA\, US iShares Fixed income Institutional Sales member\, BlackRock \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the state of diversity\, equity\, and inclusion in the financial industry\nProvide insight on what firms are doing to effect change and share best practices\n Learn how current social movements are impacting today’s workforce – and where further change is needed
URL:https://cfany.org/event/diversity-inclusion-in-the-consultant-community/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Diversity & Inclusion Forum,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201118T180000
DTEND;TZID=America/New_York:20201118T190000
DTSTAMP:20260716T193332
CREATED:20201106T195644Z
LAST-MODIFIED:20201106T195644Z
UID:64431-1605722400-1605726000@cfany.org
SUMMARY:Value Investing: From Graham to Buffett and Beyond
DESCRIPTION:OverviewIn the modern era\, investors are increasingly caught up in so-called hot tips\, can’t-miss startups\, excessive optimism\, and short-term speculation. Value investing is the antithesis to these short-sighted approaches and stresses what Ben Graham—the father of value investing—referred to as the “margin of safety” when describing the gap between an equity’s price and its value. \nA classic\, seminal work in the field\, Value Investing: From Graham to Buffett and Beyond has been updated in a second edition to include the latest trends and a close look at some of the emerging investors who continue in the value investing tradition of Graham and Warren Buffett. Featuring an exploration of the history of value investing and those who brought this investment approach to the fore\, you will also discover the real-world techniques you can use to propel your own portfolio using a sound\, proven approach to discovering value. \nDigital copies of Value Investing: From Graham to Buffett and Beyond will be raffled off to attendees. \nAgenda6:00 PM | WELCOMING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business \n\n\n6:05 PM | SPEAKER INTRODUCTION \n\nMario Gabelli\, Founder\, Chairman\, and CEO of Gabelli Asset Management Company Investors \n\n\n6:08 PM | DISCUSSION \n\nBruce Greenwald\, Robert Heilbrunn Professor of Finance and Asset Management\, Columbia Business School\, Academic Co-Director\, Heilbrunn Center for Graham & Dodd Investing \n\n\n6:45 PM |  AUDIENCE Q&A \n\n7:05 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean of the Gabelli School of Business \n\nHosted By
URL:https://cfany.org/event/value-investing-from-graham-to-buffett-and-beyond/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T100000
DTEND;TZID=America/New_York:20201119T180000
DTSTAMP:20260716T193332
CREATED:20201023T163417Z
LAST-MODIFIED:20210324T204744Z
UID:64045-1605780000-1605808800@cfany.org
SUMMARY:Private Equity Deal Process - 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 LearnThe PE Deal Process Demystified \nThe Private Equity Deal Process Boot Camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team. \nLed By Experienced PE Professionals \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. \nUsed by Top Financial Institutions \nThis is the same training program used by some of the largest PE firms in the world to prepare new hires for the job. \nCFANY.org: $1\,100.20 Standard Rate: $1\,499 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\nIncoming and prospective PE associates\nAsset management and hedge fund associates\nInvestment banking analysts and associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\n\nBoot Camp DetailsOverviewInstructorsWhat's Included?Overview\nLed by former private equity professionals\, this course takes a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. Designed for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients\, this boot camp is an insider’s walkthrough of the key phases of the PE deal process. We bring you through the major PE deal checkpoints (Pre-Deal\,First Round Bid/IOI\,Diligence Deep Dive/LOI\, Post-LOI\, Closing) and describe how junior professionals can add value to the deal team. \nWhat You’ll Learn\n\n\nThis boot camp will demystify each phase of the PE deal process.\nUnderstand the day-to-day responsibilities of a Private Equity professional.\nLearn how you can add value to your deal team through each PE deal phase.\nDesigned for incoming and prospective PE associates as well as investment bankers and lenders working with PE clients.\nTaught by PE professionals who have been involved in high-profile PE deals.\nThe pre-deal process:\n\nPre-deal roles and responsibilities: Who does what?\nDeal sourcing\nTeasers\nNDA/CA\n\n\nThe first-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\n\nThe diligence/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\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\n\nDeal closing\n\nDeal closing roles and responsibilities: Who does what?\nGetting regulatory approval\nWorking capital adjustments\nFunds flow\n\n\n\n\nInstructors\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?\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/private-equity-deal-process/
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:20201119T130000
DTEND;TZID=America/New_York:20201119T170000
DTSTAMP:20260716T193332
CREATED:20191216T213834Z
LAST-MODIFIED:20201119T153403Z
UID:57461-1605790800-1605805200@cfany.org
SUMMARY:3rd Annual Private Credit Outlook
DESCRIPTION:OverviewDeleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity\, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market\, alternative lenders\, such as specialty lenders\, hedge funds\, BDCs and other private pools of capital have helped to re-introduce market liquidity. Of course\, the potential for attractive risk adjusted returns have also driven up the demand for private debt exposure from institutional investors\, who are unable to meet objectives in a market that is otherwise devoid of yield. Yet the market for private credit is somewhat opaque and highly fragmented. As result\, it is difficult for many market participants to determine optimal entry points. \nAgenda1:00 PM | WELCOMING REMARKS \n\nStephan Connelly\, CFA\, Director\, Star Mountain Capital \n\n\n1:05 PM | LPs / ALLOCATORS PANEL \n\nModerator \nLeanna Orr\, Deputy Editor\, Institutional Investor \nPanelists \nTrevor Castledine\, ACA\, Senior Director\, Private Markets\, bfinance \nJennifer Hartviksen\, CFA\, Managing Director\, Global Credit\, Investment Management Corporation of Ontario (IMCO) \nChristopher M. Schelling\, CAIA\, Managing Director\, Windmuehle Funds \nLeslie Vargas\, CFA\, Vice President – Private Debt\, Swiss Re \nRobert Thompson\, CFA\, CAIA\, Senior Portfolio Manager – Credit\, UPS \n\n\n1:45 PM | Q&A \n\n2:00 PM | BREAK \n\n2:15 PM | DIRECT LENDING PANEL \n\nModerator \nRichard E. Farley\, Partner and Chair\, Leveraged Finance Group\, Kramer Levin Naftalis & Frankel LLP \nPanelists \nSean Connor\, Managing Director\, Owl Rock Capital \nStephen Edwards\, Partner\, ESO Capital \nStephen Paras\, CFA\, Managing Director and Investment Committee Member\, Star Mountain Capital  \nLarry Zimmerman\, Head of Origination Private Debt\, Benefit Street Partners \n\n\n3:00 PM | Q&A \n\n3:15 PM | BREAK \n\n3:30 PM | SPECIALITY LENDING PANEL  \n\nModerator \nSylvia Owens\, Managing Director – Global Private Credit Strategist\, Aksia LLC \nPanelist \nRichard Fitzgerald\, Co-Founder and Managing Partner\, CapitalSpring \nEva Shang\, Co-Founder & CEO\, Legalist \nDavid Spreng\, Chairman\, CEO & CIO\, Runway Growth Capital \nTod Trabocco\, CFA\, Director of Research and Strategy\, ITE Management  \n\n\n4:15 PM  | Q&A \n\n4:30 PM | CLOSING REMARKS & ADJOURNMENT \n\nSameer Jagetia\, CFA\, Chief Executive Officer\, CFA Society New York \n\n\n4:35 PM | VIRTUAL COCKTAILS  \nAdditional DetailsLearning Outcomes \n\nUnderstand the rise of private credit as an asset class.\nUnderstand how asset owners use can use private credit within existing allocations or as a diversification tool for current portfolios as a new asset class.\nUnderstand how managers are finding opportunities in a competitive market by use of size and scale as well as innovative and differentiated strategies.
URL:https://cfany.org/event/3rd-annual-private-credit-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201120T100000
DTEND;TZID=America/New_York:20201120T180000
DTSTAMP:20260716T193332
CREATED:20201023T171504Z
LAST-MODIFIED:20210324T204743Z
UID:64064-1605866400-1605895200@cfany.org
SUMMARY:Biotech SOTP Valuation - Wall Street Prep
DESCRIPTION:What You’ll LearnValue a Pre-Revenue Biotech\nWant to value a clinical-stage\, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead\, you need to build a long-range sum-of-the-parts valuation. \nThis advanced virtual “Power Session” walks participants through the step-by-step process of valuing a biotech company \nTaught by Experienced Professionals\nThis is NOT an academic exercise. It is taught by a healthcare-focused investment banking professional who understands how SOTP valuation is done on the job. \nCFANY.org: $799.20 Standard Rate: $999 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? \nThis course is designed for professionals and those pursing a career in the following finance careers: \n\nInvestment Banking\nVenture Capital\nPrivate Equity\n+ Anyone who wants to learn how professionals build a biotech-sum-of-the-parts valuation\n\nBoot Camp DetailsOverviewScheduleWhat's Included?Overview\nThis course is an intensive instructor-led training program where trainees learn how to value a clinical-stage\, pre-revenue biotech by building a long-range sum-of-the-parts valuation. Ideal for investment banking\, private equity and VC professionals focusing on the biotechnology industry\, this seminar bridges the gap between academics and the real world and equips trainees with the practical modeling skill set needed to build a biotech SOTP valuation. \nWhat You’ll Learn\n\n\nMarket size and revenue benchmarking for a therapeutic asset in clinical development.\nDetermine the appropriate launch curve to achieve full market penetration once a therapy is approved.\nApply the appropriate “probability of success” to a clinical-stage pre-revenue biotech company.\nApply key assumptions and tie together a long-range forecast of multiple products with a DCF analysis.\nBuild-up of operating expenses including a salesforce analysis for a “go-it-alone” marketing strategy.\nKey learning objectives include\n\nOverview of a sum of the parts valuation\nMajor building blocks for a biotech SOTP\nModel assumptions dashboard\nBiotech company lifecycle\nIdentify peak revenue opportunity\nTherapeutic areas overview\nProduct launch timing and uptake curve\nPatent life and loss of exclusivity\nRoad to commercialization\nFDA clinical trials\nBuilding a commercial infrastructure\nCompleting the SOTP\nProbability of success\nFinalizing the valuation model\nValuation sensitivities\n\n\n\n\nSchedule\nThis virtual training session is scheduled for 10a-6p (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 (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/biotech-sotp-valuation-1-day-virtual-boot-camp/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201120T130000
DTEND;TZID=America/New_York:20201120T150000
DTSTAMP:20260716T193332
CREATED:20201002T162103Z
LAST-MODIFIED:20201112T222315Z
UID:63608-1605877200-1605884400@cfany.org
SUMMARY:Still Lower for Even Longer: What Will Its Impact Be?
DESCRIPTION:OverviewInterest rates have been low since the Global Financial Crisis. With COVID-19\, they are now even lower and seem unlikely to rise for years from current multi-century lows. How will this impact investors and fixed income markets? How are important fixed-income investors responding to this new paradigm?  \nAgenda1:00 PM | WELCOMING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society New York \n\n\n1:05 PM | INTRODUCTION & OVERVIEW \n\nRichard Sylla\, Ph. D.\, Department of Economics\, Stern School of Business\, New York University \n\n\n1:20 PM | INTEREST RATE UPDATE & FORECAST \n\nBeth Ann Bovino\, Managing Director\, U.S. Chief Economist\, Global Economics and Research\, S&P Global \n\n\n1:35 PM | MONEY MARKET FUNDS & SHORT-TERM MARKETS \n\nPeter G. Crane\, President\, Chief Executive Officer\, Crane Data\, LLC \n\n\n1:50 PM | BANKING \n\nScott Hildenbrand\, Managing Director\, Head of Balance Sheet Analysis & Strategy\, Financial Services Group\, Piper Sandler \n\n\n2:05 PM | INSURANCE \n\nAaron Sarfatti\, Chief Risk Officer\, Equitable \n\n\n2:20 PM | PENSIONS \n\nSanford “Sandy” Rich\, Executive Director\, NYC Board of Education Retirement System \n\n\n2:35 PM | PANEL DISCUSSION \n\nModerator \nRichard Sylla\, Ph. D.\, Department of Economics\, Stern School of Business\, New York University \nPanelists \nBeth Ann Bovino\, Managing Director\, U.S. Chief Economist\, Global Economics and Research\, S&P Global \nScott Hildenbrand\, Managing Director\, Head of Balance Sheet Analysis & Strategy\, Financial Services Group\, Piper Sandler \nSanford “Sandy” Rich\, Executive Director\, NYC Board of Education Retirement System \nAaron Sarfatti\, Chief Risk Officer\, Equitable \nPeter G. Crane\, President\, Chief Executive Officer\, Crane Data\, LLC \n\n\n2:55 PM |  CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nAdditional DetailsLearning Outcomes \nThe program will address the following: \n\nWhat can we expect the path of U.S. interest rate to be over coming years?\nHow is this impacting insurers that are major fixed income investors?\nCan pension funds cope with rates this low in light of their assumed return needs?\nCan banks be profitable in a world of  near zero interest rates?\nWhat will become of money markets at the zero bound?\n\nCo-Host
URL:https://cfany.org/event/still-lower-for-even-longer-what-will-its-impact-be/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group,Institutional Asset Management,Virtual Events & Programming
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