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DTSTART;TZID=America/New_York:20180619T120000
DTEND;TZID=America/New_York:20180619T130000
DTSTAMP:20260714T140624
CREATED:20180511T214418Z
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SUMMARY:How Institutional Investors Use and Think About Exchange-listed Options
DESCRIPTION:The Options Industry Council Sponsored WebinarHow Institutional Investors Use and Think About Exchange-listed OptionsFREE WEBINAR\nTuesday\, June 19 | 12:00 – 1:00 PM \nRegister for Free Webinar\nAfter your request has been approved\, you will receive instructions for joining the meeting. If you already registered for this meeting\, you do not need to register again. \n\nGreenwich Study: Options and the Institutional Investor>> \nA summary of findings from a joint project with Greenwich Associates and The Options Industry Council \n\nBecome a Member of CFA Society New York>> \nOverview The Options Industry Council (OIC)\, a resource funded by OCC\, the world’s largest equity derivatives clearing organization\, has sponsored a new research study\, How Institutional Investors Use and Think About Exchange-listed Options. The study was conducted by Greenwich Associates\, a global research and consulting firm. Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result\, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018\, Greenwich Associates interviewed 80 institutional investors in the U.S.\, incorporating a mix of asset managers\, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals. \nLearning Outcome Statements\n\nThe market overwhelmingly accepts that options can add value to an investment strategy. Only four percent of respondents disagree with the notion that incorporating options strategies can improve the risk-adjusted return profile of a fund or investment portfolio.\nThose investors that utilize listed options strategies are very happy with performance against major market benchmarks with 81% expressing satisfaction.\nInstitutional investors primarily look to implement listed options strategies for portfolio protection.\nPension plans and endowments may be overlooking investments in options strategies as a means to improve risk-adjusted returns.\nExchange-listed options are considered superior to OTC options across a number of factors\, including realtime price discovery\, greater transparency\, lower regulatory complexity and reduced counterparty risk.\nInvestors utilize a variety of different types of protective and income generating options strategies including: covered call writing\, protective puts\, cash-secured put writing and protective collars.\nWhen deciding to implement listed options strategies\, Chief Investment Officer buy-in is the key decision factor\, and the due diligence process typically takes less than a year.\n\n  \n  \n DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting.  \nDisclaimer The CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. The information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/how-institutional-investors-use-and-think-about-exchange-listed-options/
LOCATION:Webinar
CATEGORIES:CFA Society NY Event,Free Webinar,Other Industry Events,Sponsored Event*
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190306T130000
DTEND;TZID=America/New_York:20190306T150000
DTSTAMP:20260714T140624
CREATED:20190215T172552Z
LAST-MODIFIED:20190305T232359Z
UID:46431-1551877200-1551884400@cfany.org
SUMMARY:What's New in Financial Reporting in 2018
DESCRIPTION:OverviewLivestream Only Event \nThis program will give you a concise update on new developments in financial reporting taking effect with 2018 financial statements. Topics covered will include developments in lease reporting and other important topics. The program will include speakers from the FASB\, leading accounting analysts and auditing firms. These program is designed as a boot camp to get financial statement users up to speed quickly on these new standards as they are incorporated into statements coming published in early 2019. \nAgenda1:00 PM | WELCOMING REMARKS \n\n1:05 PM |  KEYNOTE SPEAKER \n\nGary Buesser\, CFA\, Board Member\, Financial Accounting Standards Board \n\n\n1:30 PM | SPEAKER PRESENTATION \nACCOUNTING PRONOUNCEMENTS\n\nAnn Airington\, CPA\, Manager|Accounting Services\, Deloitte & Touche LLP \nRob Moynihan\, CPA\, Partner\, Deloitte & Touche LLP \n\n\n2:05 PM | SPEAKER PRESENTATION \nSEC DIGITAL FILING REQUIREMENTS\n\nMohini Singh\, ACA\, Director of Financial Reporting Policy Group\, CFA Institute \n\n\n2:25 PM | SPEAKER PRESENTATION \nNEW DEVELOPMENT IN IPO LANDSCAPE\n\nMichael Tenny\, CPA\, Audit Senior Manager\, Withum’s Financial Services Group \n\n\n2:45 PM | SPEAKER PRESENTATION \nPROXY GUIDELINE AND VOTING TREND\n\nJeeho M. Lee\, JD\, Partner\, O’Melveny \n\n\n3:05 PM | Q&A / CURRENT ISSUE DISCUSSION \nAdditional DetailsLearning Outcomes \n\nIs designed as a boot camp to get financial statement users up to speed quickly on these new standards as they are incorporated into statements coming published in early 2019.\nProvides a concise update on new developments in financial reporting taking effect with 2018 financial statements.  includes speakers from the FASB\, leading accounting analysts and auditing firms.\nBrings different perspective for discussion and enhance understanding of the new accounting pronouncements.\n\nMarketing Sponsor
URL:https://cfany.org/event/whats-new-in-financial-reporting-in-2018/
LOCATION:Webinar
CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191120T120000
DTEND;TZID=America/New_York:20191120T123000
DTSTAMP:20260714T140624
CREATED:20191025T162839Z
LAST-MODIFIED:20191120T163453Z
UID:55186-1574251200-1574253000@cfany.org
SUMMARY:No Average Strategy: Increasing Returns While Managing Risk
DESCRIPTION:Sponsored EventThis conference is presented and sponsored by The Options Industry Council. The conference features Nasdaq\, an otherwise independent event-sponsor of previous and/or upcoming CFANY programming. \nOverviewLivestream Only Event \nIs there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period\, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado\, author of a study titled “Endowment Risk Management and Return Enhancement with Listed Index and ETF Options\,” for a wide-ranging discussion. During the session\, Dr. Szado\, Associate Professor of Finance with the Providence College School of Business\, will elaborate on his research\, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large. Register for this free event today. \nEvent Sponsor
URL:https://cfany.org/event/no-average-strategy-increasing-returns-while-managing-risk/
LOCATION:Webinar
CATEGORIES:CFA Society NY Event,Sponsored Event*
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200402T140000
DTEND;TZID=America/New_York:20200402T151500
DTSTAMP:20260714T140624
CREATED:20191120T164635Z
LAST-MODIFIED:20200508T190111Z
UID:56395-1585836000-1585840500@cfany.org
SUMMARY:Cyber Security Forum 2020
DESCRIPTION:Veterans & Military Personnel\nRegistration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form\, with proof\, below. \nComplimentary Admission×Veterans: Request Complimentary Admission\n\nCloseLive Webinar Event Please do not come to CFA Society New York for this event.\nOverviewCyber security has become more important in today’s more connected world.  At this event\, attendees will learn what critical issues threaten financial firm and how to address them.  Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry.  The conversation will be led by thought leaders in the public and private sector focused on unique perspectives and tactics utilized to successfully execute a robust\, enterprise wide cyber security strategy.  Our panel will discuss how to balance managing cash flow while investing for future growth\, driving future operating models for finance and how finance drives decision support to broader business through analytics and digital finance capabilities.  Attendees will discover the benefits and opportunities afforded to firms that make intelligent cyber security investments. \nAgenda2:00 PM | WELCOMING REMARKS \n\nWon Palisoul\, CFE\, Senior Compliance Officer at Semper Capital Management\, L.P  \n\n\n2:05 PM | KEYNOTE SPEAKER \n\nLisa Lee\, CISSP\, CRISC\, CISA\, FITR\, IAM\,Chief Security Advisor & Global Lead for Financial Services\, Microsoft \n\n\n2:35 PM | PANEL DISCUSSION: Case Study on Evaluating Cyber-Readiness in an Asset Manager  \nIntroduced by Claudia Ramone\, Vice President\, Alternative Asset Management\, EPIC Insurance Brokers & Consultants \n\nModerator \nFizza Khan\, Chief Executive Office\, Silver Regulatory Associates LLC \nPanelists \nKelly Geary\, Managing Principal\, EPIC Insurance Brokers & Consultants \nLisa Lee\, CISSP\, CRISC\, CISA\, FITR\, IAM\,Chief Security Advisor & Global Lead for Financial Services\, Microsoft \nTerrance J. O’Malley\, Chief Administrative Officer\, General Counsel and Chief Compliance Officer\, Blue Ridge Capital \nStephan Puhlmann\, CFA\, CPA\, Controller\, Green Bay Ventures \n\n\n2:55 PM | Q&A \n\n3:10 PM |  CLOSING REMARKS  \n\nAlton Crooks\, CFA\, Managing Director at Fidelis Capital LLC  \n\nAdditional DetailsLearning Outcomes \n\nHow to survive a real cyber security attack\nSEC expectations and how to satisfy them\nInsights on sharp cyber risks assessment\nPreventing critical data loss\nMonitoring vendors and assessing cyber strategies effectiveness\nRemote work cybersecurity challenges and how to manage them.\n\nWho Should Attend? \nChief Executive Officers(CEO)\, Chief Operating Officers(COO)\, Chief Technology Officers(CTO)\, Chief Compliance Officers(CCO)\, Chief Information Security Officer (CISO)\, Chief Information Officer (CIO)\, Chief Security Officer (CSO)\, SVP/VP of Information Security
URL:https://cfany.org/event/cfany-cyber-security-forum-2020/
LOCATION:Webinar
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
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