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DTSTART;TZID=America/New_York:20201110T160000
DTEND;TZID=America/New_York:20201110T170000
DTSTAMP:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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:20260716T201812
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201120T130000
DTEND;TZID=America/New_York:20201120T150000
DTSTAMP:20260716T201812
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201123T083000
DTEND;TZID=America/New_York:20201123T093000
DTSTAMP:20260716T201812
CREATED:20201118T152349Z
LAST-MODIFIED:20201118T221124Z
UID:64626-1606120200-1606123800@cfany.org
SUMMARY:Building a Successful Investment Strategy in China as a Foreign Investor - Perspectives from Power Corp\, a Desmarais family controlled company
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nPerspectives from Power Corp\, a Desmarais family controlled company. \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. \nAgenda8:30 AM | WELCOMING REMARKS \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management \n\n\n8:35 AM | INTERVIEW\, DISCUSSION \n\nInterviewer\nPravin Raveendran\, Chief Executive Officer\, AssetOwner.CO \n\n\nInterviewee\nEoin Ó hÓgáin\, Vice President\, Power Corporation of Canada; Acting CEO/CIO\, Power Pacific Investment Management \n\n\n9:30 AM |  CLOSING REMARKS & ADJOURNMENT \n\nAndrew Auslander\, CFA\, FRM\, Managing Principal\, Agile Financial LLC \n\nAdditional DetailsAreas of Focus \n\nOverseas investment search and selection\nChina Microeconomics
URL:https://cfany.org/event/building-a-successful-investment-strategy-in-china-as-a-foreign-investor-perspectives-from-power-corp-a-desmarais-family-controlled-company/
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:20201123T150000
DTEND;TZID=America/New_York:20201123T160000
DTSTAMP:20260716T201812
CREATED:20201026T200456Z
LAST-MODIFIED:20201118T221404Z
UID:64102-1606143600-1606147200@cfany.org
SUMMARY:North American Alternative Investment Risks
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nRossitsa Stoyanova\, Managing Director\, Canada Pension Plan Investment Board will be interviewed by John Bowman\, CFA of CAIA. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda3:00 PM | WELCOMING REMARKS \n\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\n\n3:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA \n\n\nInterviewee\nRossitsa Stoyanova\, Managing Director\, Head of Portfolio Design\, Total Portfolio Management\, Canada Pension Plan Investment Board\n \n\n\n4:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nRisk Management
URL:https://cfany.org/event/north-american-alternative-investment-risks/
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:20201124T180000
DTEND;TZID=America/New_York:20201124T190000
DTSTAMP:20260716T201812
CREATED:20201118T151719Z
LAST-MODIFIED:20201120T195709Z
UID:64624-1606240800-1606244400@cfany.org
SUMMARY:Resilience and Progress Despite the Disruptions
DESCRIPTION:OverviewThis event is targeted at current CFA candidates across all 3 exam levels\, and recent CFA charterholders and CFANY members are cordially invited. \nParticipants will hear from a panel of experts on: \n– Resources provided by CFANY to best prepare for the CFA exam and to leverage its strong event pipeline and local professional network\n– Career development\, networking\, and market thought leadership events organized by the Young Leaders Group to continue advancing your career\n– Insights on coping with CFA exam cancellations and succeeding in the new Computer-Based Testing format from the leading CFA Prep Provider Kaplan Schweser \nGuest SpeakersCaroline Busby\, CFA\, Vice Chair of Young Leaders Group at CFA Society New York \nMario  E.  Carias\, CFA\, Managing Director\, Content & Member Services at CFA Society New York \nDr. Bijesh (B.J.) Tolia\, CFA\, CA\, CFA Exam Instructor at Kaplan Schweser \nMaggie Wong\, CFA\, POPM\, Chair of Young Leaders Group at CFA Society New York
URL:https://cfany.org/event/resilience-and-progress-despite-the-disruptions/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201130T093000
DTEND;TZID=America/New_York:20201130T160000
DTSTAMP:20260716T201812
CREATED:20200929T150249Z
LAST-MODIFIED:20201127T232317Z
UID:63536-1606728600-1606752000@cfany.org
SUMMARY:7th Annual Sustainable Investing Conference - ESG 2.0
DESCRIPTION:OverviewOn Monday\, November 30\, CFA Society New York’s Sustainable Investing Group will kick off the Annual Sustainable Finance Week in New York with our 7th Annual Sustainable Investing Conference.  \nWe will focus on new trends of sustainable finance and investing and go beyond the usual discussion about what ESG means and doesn’t mean. The event’s focus will be on how investors have successfully integrated ESG into investments and investment analysis\, the trends of using new technologies – from using Artificial intelligence\, machine learning\, satellite imagery – to expand\, support\, and identify investment opportunities. \nWe have moved our annual sustainable investing conference into the virtual world and will have 4 in-depth panel discussions on novel ESG and sustainable investing topics combined with 2 keynote addresses by leading sustainable investing experts on the future of ESG and sustainable investing. \nAgenda9:30 AM | WELCOME ADDRESS \n\nAdam Phillips\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\n\n9:35 AM | FIRESIDE CHAT ON DIVERSITY\, EQUITY\, AND INCLUSION \nInterviewed by: Carol Jeppesen\, CAIA\, Head of U.S.\, Principles for Responsible Investment (PRI) \n\nInterviewee \nAngela Miller-May\, Chief Investment Officer\, Chicago Teachers’ Pension Fund \n\n\n10:15 AM | BREAK \n\n10:30 AM | RAMIFICATIONS FROM USING AI\, MACHINE LEARNING\, AND SATELLITE IMAGERY ON THE ESG DATA LANDSCAPE PANEL DISCUSSION \nIntroduced by: Kuni Chen\, CFA\, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nModerator \nMiquel Noguer Alonso\, PhD\, Chief Executive Officer\, Artificial Intelligence Finance Institute \nPanelists \nTodd Bridges\, Ph. D.\, Partner\, Global Head of Sustainable Investing & ESG Research\, Arabesque \nYasin Rosowsky\, Ph. D.\, Co-Chief Executive Officer\, Arabesque AI \n\n\n11:20 AM | BREAK \n\n11:30 AM | THE RISE OF ESG IN FIXED INCOME MARKETS PANEL DISCUSSION \nIntroduced by: Henrik Jeppesen\, CFA\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nModerator \nHenry Shilling\, Director of Research\, Sustainable Research and Analysis LLC \nPanelists \nCarmen Nuzzo\, Ph. D.\, Head of Fixed Income\, Principles for Responsible Investment (PRI) \nRobert Fernandez\, CFA\, Vice President\, Director of ESG Research\, Breckinridge Capital Advisors \nSwami Venkataraman\, CFA\, Senior Vice President\, ESG Group\, Moody’s Investors Service \n\n\n12:20 PM | BREAK \n\n12:30 PM | FIRESIDE CHAT ON THE NETZERO PORTFOLIO STRUCTURING FROM AN INVESTMENT MANAGEMENT PERSPECTIVE \nInterviewed by: Matt Orsagh\, CFA\, CIPM\, Director of Capital Markets Policy\, CFA Institute \n\nInterviewee \nChristopher Kaminker\, Ph.D.\, Head of Sustainable Investment\, Lombard Odier Investment Managers \n\n\n1:10 PM | BREAK \n\n1:15 PM | KEYNOTE PRESENTATION ON THE NETZERO PORTFOLIO STRUCTURING FROM AN ASSET OWNER PERSPECTIVE \nIntroduced by: Adam Phillips\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nKeynote Speaker \nHerman Bril\, Director\, Office of Investment Management\, United Nations Joint Staff Pension Fund \n\n\n1:55 PM | BREAK \n\n2:00 PM | THE FUTURE OF THE GLOBAL ESG & CLIMATE REGULATORY FRAMEWORK PANEL DISCUSSION \nIntroduced by: Emily Thomas\, Vice-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nModerator \nBhakti Mirchandani\, Director of Responsible Investing\, Trinity Church Wall Street \nPanelists \nHeather Slavkin Corzo\, Head of US Policy\, Principles for Responsible Investment (PRI) \nSamantha Ross\, Founder\, AssuranceMark \n\n\n2:50 PM | BREAK \n\n3:00 PM | CLOSING KEYNOTE PRESENTATION: HOW TO INTEGRATE SUSTAINABILITY & CLIMATE INTO PORTFOLIO MANAGEMENT – WALKING THE TALK \nIntroduced by: Henrik Jeppesen\, CFA\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nKeynote Speaker \nMary Catherine Lader\, Head of Aladdin Sustainability\, BlackRock \n\n\n3:45 PM | CONCLUDING REMARKS \n\nHenrik Jeppesen\, CFA\, Co-Chair of the CFA Society New York Sustainable Investing Thought Leadership Group \n\nAdditional DetailsLearning Outcomes \n\nEducate participants on ESG investing\nEducate participants about latest developments and trends in sustainable investing and ESG integration\nEducate participants on developing sustainable investing investment policy
URL:https://cfany.org/event/7th-annual-sustainable-investing-conference-esg-2-0/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201130T180000
DTEND;TZID=America/New_York:20201130T190000
DTSTAMP:20260716T201812
CREATED:20201112T194513Z
LAST-MODIFIED:20201118T221815Z
UID:64530-1606759200-1606762800@cfany.org
SUMMARY:A View of Long-Termism from New Zealand's Sovereign Wealth Fund
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nStephen Gilmore\, CIO of The Guardians of New Zealand Superannuation Fund will be interviewed by CAIA’s Jo Murphy. \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\nRobert Discolo\, CFA\, CAIA\, CEO and CIO\, River Partners Family Office \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJoanne Murphy\, Managing Director\, Asia Pacific\, Industry Relations\, CAIA Association \n\n\nInterviewee\nStephen Gilmore\, CIO\, The Guardians of New Zealand Superannuation \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nDuncan Bonfield\, Chief Executive\, International Forum of Sovereign Wealth Funds \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nManager Search and Selection\nESG Principles for Investments\nLong-Termism
URL:https://cfany.org/event/a-view-of-long-termism-from-new-zealands-sovereign-wealth-fund/
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:20201201T170000
DTEND;TZID=America/New_York:20201201T183000
DTSTAMP:20260716T201812
CREATED:20201001T164236Z
LAST-MODIFIED:20201201T181845Z
UID:63594-1606842000-1606847400@cfany.org
SUMMARY:Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job
DESCRIPTION:OverviewA discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change.  Roy will present strategies for conducting a successful job search in this changed landscape.  This will be followed by a Q&A period for attendees to inquire further for advice. \nAgenda5:00 PM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC \n\n\n5:05 PM | KEYNOTE DISCUSSION \n\nKeynote  \nRoy Cohen\, Career Coach\, Author\, Roy Cohen Career Management \n\n\n5:45 PM | Q&A \n\n6:30 PM |  CLOSING REMARKS & ADJOURNMENT \n\nMaggie Wong\, CFA\, Senior Product Manager at Silicon Valley Bank \n\nAdditional DetailsLearning Outcomes \n\nJob hunting strategies\nVirtual networking\nWorking in a virtual environment
URL:https://cfany.org/event/pounding-the-virtual-pavement-essential-advice-on-finding-your-next-job/
LOCATION:Virtual Only
CATEGORIES:Business Management,Career Development,CFA Society NY Event,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201202
DTEND;VALUE=DATE:20201205
DTSTAMP:20260716T201812
CREATED:20200626T191442Z
LAST-MODIFIED:20210324T204748Z
UID:61747-1606867200-1607126399@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-dec2/
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:20201203T180000
DTEND;TZID=America/New_York:20201203T193000
DTSTAMP:20260716T201812
CREATED:20201118T020437Z
LAST-MODIFIED:20201118T020437Z
UID:64612-1607018400-1607023800@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFANY members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFANY leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201207T180000
DTEND;TZID=America/New_York:20201207T190000
DTSTAMP:20260716T201812
CREATED:20201201T173226Z
LAST-MODIFIED:20201204T142354Z
UID:64887-1607364000-1607367600@cfany.org
SUMMARY:Utilizing the Canadian Endowment Model in a UK Pension Scheme
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nMichelle Ostermann\, CFA\, will discuss RPMI Railpen’s organizational and asset allocation change that’s leading to more private assets. She will be interviewed by John Bowman\, CAIA. \nCFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars. \nAgenda6:00 PM | WELCOMING REMARKS \n\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nJohn Bowman\, CFA\, Senior Managing Director\, CAIA \n\n\nInterviewee\nMichelle Ostermann\, CFA\, Chief Fiduciary Officer – Investment\, RPMI Railpen \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nEvelyn Yeow\, CFA\, Treasurer – Board of Directors\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nAsset Allocation\nPrivate Asset Due Diligence
URL:https://cfany.org/event/utilizing-canadian-endowment-model-in-uk-pension-scheme/
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:20201209
DTEND;VALUE=DATE:20201212
DTSTAMP:20260716T201812
CREATED:20200831T152059Z
LAST-MODIFIED:20210324T204745Z
UID:62633-1607472000-1607731199@cfany.org
SUMMARY:Introduction to Project Finance Modeling - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp \nPerfect for finance professionals and those looking to break into the project finance industry\, our Introduction to Project Finance Modeling Boot Camp will teach you how to build models from the ground up- the way it’s done on the job. \nTaught by experienced project finance professionals\, this is the same intensive training used to prepare incoming analysts at top financial institutions and infrastructure funds who will be analyzing project finance transactions. \n\nLearn the key principles of Project Finance\nBuild a project finance transaction model from the ground up\nUnderstand commonly used project financing structures\nIncludes Excel Project Finance model templates\n\nWhat You’ll LearnCFANY.org: $1\,359 Standard Rate: $1\,699 For PE associates\, MBAs and bankers looking to break in: \n\nLearn how to build a comprehensive LBO model\nUnderstand the real world nuances of the PE deal process\nTaught by experienced PE professionals\n\nAgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDAY 1 | PROJECT FINANCE PRINCIPLES; MODELING BEST PRACTICES \n\nYou will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders\, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model. \n\n\nDAY 2 | BUILDING THE PROJECT FINANCE MODEL \n\nTrainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance. \n\n\nDAY 3 | PROJECT FINANCE MODEL COMPLETION \n\nTrainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio\, equity IRR\, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\n\nIntroduction to Project Finance\nThis section provides a conceptual overview of project finance and is intended to provide students with the basic understanding of the financial structure of the Project Finance Model Case Study. \n\nWhat is project finance\nDifference between project finance and corporate finance\nProject finance structure\nProject finance risks and risk changes over time\nConstraints to project finance investment\nSources of project finance\n\nProject revenues and costs\nDebt financing instruments and characteristics\nEquity financing and characteristics\n\n\nIntroduction to key project finance metrics\nTypes of project documentation\n\nProject Finance Modeling Best Practices\nThis section discusses and provides practical excel exercises for formats\, functions\, and formulas which will be used in the Project Finance Model Case Study \n\nFeatures of the financial model\nImportance of financial models\nModeling best practices (12 rules)\n\nProject Finance Model Case Study\, Phase 1\nThis section is a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 1: Introduction to the Project Finance Model Case Study\n\nOverview of case study project\nBaseline financial structure of case study (eg: revenue\, cost\, capital structure)\n\n\nProject Finance Model Part 2: Setting Up A Template Worksheet\n\nFormatting a template sheet for easy viewing\nIntroduce model headings\, output messages\, units\, and timelines\n\n\nProject Finance Model Part 3: Setting Up the Timing Sheet\n\nSet up the proper model periodicity using key excel functions\n\n\nProject Finance Model Part 4: Setting Up Inputs Sheets\n\nCategorically set up input sheets which can run multiple scenarios\nCreate flexibility for revenues\, expenses\, leverage\, and financing assumptions\nSet up static and time-based inputs for model calculations\n\n\n\nProject Finance Model Case Study\, Phase 2\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 5: Creating Timing Flags\n\nCode flexible timing flags for triggers\, construction\, and operational periods\nCalculate flexible percent completion flags\n\n\nProject Finance Model Part 6: Integrating Financial Statements\n\nSet up an integrated Cashflow Statement\, Balance Sheet\, and Income Statement\nUnderstand dependences between the 3 financial statements and calculations\n\n\nProject Finance Model Part 7: Capital Costs Calculations\n\nCode control accounts for project expenditures\nCalculate fixed assets during construction\nDevelop depreciation calculations and integrate into financial statements\n\n\nProject Finance Model Part 8: Implementing a Checks Sheet\n\nBuild a project checks sheet with a tolerance level\n\n\nProject Finance Model Part 9: Reserve Accounts\n\nDevelop working capital accounts to account for timing differences of cash received and expended\nCode operational period calculations including routine operations and major maintenance expenditures\nLink operational period calculations to financial statements\n\n\nProject Finance Model Part 10: Debt Financing Calculations\n\nCode senior debt and subordinated debt calculations\nUnderstand the impact of cashflow available or debt service to repayment of debt financing\nCalculate debt drawdown\, debt principal\, and debt interest\n\n\nProject Finance Model Part 11: Equity and Dividend Calculations\n\nCalculate equity injections and redemptions\nCreate a dividends control account and constraints to equity distributions\n\n\n\nProject Finance Model Case Study\, Phase 3\nThis section is the continuation of a step by step hands on excel exercise which will build upon the previous exercise to arrive at a final project finance model for a single project. Each part is intended to be additive where answers to each part will be provided in the proceeding part. \n\nProject Finance Model Part 12: Project Taxation\n\nCalculate profit chargeable to corporation tax\nSet up a corporation tax control account to link to financial statements\n\n\nProject Finance Model Part 13: Ratios and Returns\n\nDevelop a debt service coverage ratio calculation\, NPV Calculation\, Project and Equity IRR calculation\nCreate project outputs and management overviews including a sources and uses table and management dashboard\n\n\nProject Finance Model Part 14: Final Project Finance Model Review\n\nCode in VBA to analyze project and equity IRRs of multiple scenarios simultaneously\nLearn summary and perform sensitivity analysis\n\n\n\n\nCloseAdditional DetailsWho is this boot camp for? \n\nInvestment banking analysts and associates\nPrivate equity\, asset management and infrastructure fund associates\nFinancial\, technical\, and legal professionals working in the infrastructure sector\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleWhat's Included?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.ScheduleVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction.What's Included?\nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar.
URL:https://cfany.org/event/introduction-to-project-finance-modeling-wall-street-prep/
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:20201210T090000
DTEND;TZID=America/New_York:20201210T153500
DTSTAMP:20260716T201812
CREATED:20201124T233257Z
LAST-MODIFIED:20201217T185533Z
UID:64750-1607590800-1607614500@cfany.org
SUMMARY:Global Policymakers Series (GPS) Fourth Quarter Summit 2020
DESCRIPTION:Global Policymakers Series (GPS)Fourth Quarter Summit 2020OverviewA virtual  Asset Owner Series™ event \nGlobal Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers\, in addition to senior think tank representatives with valuable policy insights\, for technical discussions concerning the impact of regulatory\, multilateral\, fiscal and monetary policies on financial markets and the global economy. GPS launched in June 2020 owing to the critical role policy decisions were playing on investment performance in light of COVID-19. \nMonetary and fiscal policy response was taken to unprecedented levels during the Great Recession. The policy response to the financial stresses brought by COVID-19 are likely to exceed the response during the Great Recession. Longer-term\, global public pension underfunding\, increasing sovereign debt levels\, entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses. GPS will dig deep into these topics and go well beyond the headlines and political noise that obscure real debate and analysis. \nAgenda and Lineup8:55 AM | INTRODUCTION \n\nDeepika Sharma\, CFA\, Director\, Manager Research Team in Multi-Asset Strategies & Solutions\, BlackRock; Board Member\, CFA Society New York \n\n\n9:00 AM | KEYNOTE SESSION \n\nMaya MacGuineas\, President\, Committee for a Responsible Federal Budget \n\n\n10:05 AM | INFRASTRUCTURE PANEL  \n\nModerator \nSuzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \n\nPanelists \nAndrew Claerhout\, Partner\, Searchlight Capital Partners; Former Head – Infrastructure & Natural Resources Investing\, Ontario Teachers’ Pension Plan \nRoberta Waxman-Lenz\, Head of Real Assets and Portfolio Manager\, United Nations Joint Staff Pension Fund \nMorgan Landy\, Co-Director – Transactional Risk Solutions Department\, International Finance Corporation\, World Bank Group \n\n\n11:35 AM | EURO PANEL \n\nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council \n\nPanelists \nDavid Weeks\, Co-Chair\, Association of Member Nominated Trustees \nHelen Thomas\, CEO\, BlondeMoney \n\n\n1:05 PM | LATAM PANEL \n\nModerator \nMelvin Escudero\, CFA\, Founder and CEO\, El Dorado Asset Management and El Dorado Investments \n\nPanelists \nManuel Bulnes\, Head of Investment Banking and Partner\, LarrainVial SpA \nLuis Miguel Valdivieso\, Formerly – Minister of Finance of Peru; Formerly – Ambassador of Peru to USA \n\n\n2:35 PM | THE MACRO VIEW \n\nModerator \nNoel Lateef\, CEO\, Foreign Policy Association \n\nPanelists \nPaul Sheard\, Research Fellow – Mossavar-Rahmani Center for Business and Government\, Harvard Kennedy School \nWilliam R. “Bill” Rhodes\, President and CEO\, William R. Rhodes Global Advisors\, LLC; Former Chairman\, President & CEO\, Citibank\, N.A. \n\n\n3:35 PM | CLOSING REMARKS \n\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n\nAdditional DetailsLearning Outcomes \n\nPublic policy impact on investments\nPublic pension underfunding factors
URL:https://cfany.org/event/global-policymakers-series-gps-fourth-quarter-summit-2020/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201215T130000
DTEND;TZID=America/New_York:20201215T140000
DTSTAMP:20260716T201812
CREATED:20200917T225026Z
LAST-MODIFIED:20201204T193413Z
UID:63262-1608037200-1608040800@cfany.org
SUMMARY:State of the Industry: CEO Panel
DESCRIPTION:OverviewJoin us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future. \nAgenda1:00 PM | OPENING REMARKS \n\nKen D’Souza\, CFA\, Portfolio Manager\, QMA \n\n\n1:05 PM | PANEL DISCUSSION\, Q&A \n\nModerator  \nPeter T. Willett\, CFA\, Principal\, Mercer \nPanelists \nAdrian Banner\, PhD\, CEO & CIO\, INTECH \nAndrew Dyson\, Chairman & CEO\, QMA \nAdam Petryk\, CFA\, President & CEO\, QS Investors\, LLC \n\n\n1:50 PM |  Q&A \n\n2:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nKen D’Souza\, CFA\, Portfolio Manager\, QMA \n\nAdditional DetailsLearning Outcomes \n\nAn understanding of the current status of the Quant Industry\nHear thoughts on some of the current trends in the market:\n\nETF’s/flows to passive\nSmart beta\nAI and Machine learning\nESG\nUnderperformance of quant strategies (unfortunately\, this is a trend in our industry)\nWhat do you think the next trend will be for the quant industry?\n\n\n Hear Advice:\n\nWhat advice would you give to someone starting their career?\nHow do you think about building a team?\nIf you were starting fresh and launching a new hedge fund\, what would you target and why?\n\n\n\nAdditional Reading \nEconomist: “Why 2020 has been rotten for quant funds” \nQMA: “Long-Termism – Another Casualty of 2020?” \nRobeco: “Why I am more bullish than ever on quant” \nFT: “A terrible\, horrible\, no-good year for quants” \nINTECH: “Was Your Portfolio Betrayed by Beta?” \nWSJ: “‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back.”
URL:https://cfany.org/event/state-of-the-industry-ceo-panel/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201216T090000
DTEND;TZID=America/New_York:20201216T111500
DTSTAMP:20260716T201812
CREATED:20200212T225056Z
LAST-MODIFIED:20201208T230706Z
UID:58685-1608109200-1608117300@cfany.org
SUMMARY:Emerging Managers Summit
DESCRIPTION:OverviewOur 2020 CFANY Emerging Manager Summit invites professionals thinking about launching\, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm.  How firms are taking advantage of the opportunities and challenges of doing business in the post COVID economy.   \nPlease join our event to will learn about the benefits and opportunities of investing in new\, small\, diverse and women owned\, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market. \nAgenda9:00 AM | OPENING REMARKS \n\nAlton Crooks\, CFA\, MBA\, Managing Principal\, Fidelis Capital LLC \n\n\n9:05 AM | PLANNING A SUCCESSFUL NEW FUND LAUNCH \n\nModerator \nAdam Zivitofsky\,CFA\, Director\, Crestbridge \nPanelists \nBarry Goodman\, CPA\, Partner\, Mazars USA LLP \nNate Goodman\, Head of North American Business Development\, Citco \nMeg McGarvey\, Executive Director – Prime Finance Sales\, UBS Investment Bank \nLance Zinman\, J.D\, Partner\, Global Chair of Financial Markets and Funds\, Katten Muchin Rosenman LLP \n\n\n9:45 AM | Q&A \n\n10:00 AM | BREAK \n\n10:15 AM | EMERGING MANAGERS / ASSET ALLOCATOR FORUM \nIntroduced by Christopher Flens-Batina\, Vice Chair\, Business Management Group\, CFA Society NY  \n\nModerator \nLisa Vioni\, CEO\, Hedge Connection \nPanelists \nRajpal Arulpragasam\, COO\, Pavise Capital Management LLC \nAmy B. Hirsch\, CEO\, Paradigm Consulting Services\, LLC \nAjai Thomas\, Head of Investors Relations\, Hollis Park Partners LP \nTina Byles Williams\, CEO & CIO\, Xponance \n\n\n11:00 AM | Q&A \n\n11:15 AM | CLOSING REMARKS & ADJOURNMENT \n\nAnna Sembos\, CFA\, PhD\, Managing Director\, CIFC Asset Management \n\nAdditional DetailsLearning Outcomes \n\nUnderstand best practices for starting\, and building an investment management firm of all sizes\nLearn what are the key drivers and objective criteria for selecting emerging managers\nGain perspective on what allocators think and how to build your firm to attract allocations\n\nFeatures\, Benefits\, Values \nOur event is designed to educate the investment community\, which includes but is not limited to Institutional Investors\, as well as\, new\, small\, diverse and women owned\, emerging and boutique fund managers on how to start\, manage and grow a money management firm.  Investors will learn what to look for in an emerging manager.  Emerging Managers will learn how the business of raising capital is changing in an increasingly virtual investment community. \nWho Should Attend? \nThis event is for allocators assessing new asset categories to deploy capital\, as well as asset managers that seek to attract and retain assets.  Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage.
URL:https://cfany.org/event/cfa-society-new-york-emerging-managers-summit/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,Business Management,CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210106T180000
DTEND;TZID=America/New_York:20210106T193000
DTSTAMP:20260716T201812
CREATED:20201126T045641Z
LAST-MODIFIED:20201204T204221Z
UID:64793-1609956000-1609961400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Toastmasters,Veterans
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210111T180000
DTEND;TZID=America/New_York:20210111T190000
DTSTAMP:20260716T201812
CREATED:20201205T015354Z
LAST-MODIFIED:20201215T234437Z
UID:65073-1610388000-1610391600@cfany.org
SUMMARY:How Endowments Will Be Impacted by U.S. Higher-Ed Pressures
DESCRIPTION:OverviewA virtual Asset Owner Series™ event \nKen Redd\, Director\, Research and Policy Analysis\, NACUBO and Kristin Agatone\, Chief Investment Officer\, Lehigh University Investment Office will discuss the issues facing higher education entities and how they will impact their endowments. \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\nAntonio Rodriguez\, CFA\, Director of Investment Strategy\, NYC Board of Education Retirement System \n\n\n6:05 PM | INTERVIEW\, DISCUSSION \n\nInterviewer\nKen Redd\, Director – Research and Policy Analysis\, NACUBO \n\n\nInterviewee\nKristin Agatone\, Chief Investment Officer\, Lehigh University Investment Office \n\n\n7:00 PM |  CLOSING REMARKS & ADJOURNMENT \n\nKevin Maxwell\, CFA\, Managing Director and Head of Capital Markets\, CenterSquare Investment Management; Board of Directors\, CFA Society New York \n\nAdditional DetailsAreas of Focus \n\nCashflow management\nLong-term investment planning
URL:https://cfany.org/event/how-endowments-will-be-impacted-by-us-higher-ed-pressures/
LOCATION:Virtual Only
CATEGORIES:AOS Virtual Keynotes,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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