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April 2021
Spotting Financial Shenanigans in Corporate Filings
Do those quarterly reports look just too good to be true? Sometimes, larger-than-life updates can seem like a great opportunity … until reality sets in. Join CFA Society New York’s Financial Reporting and Analysis interest group for a complete crash course in spotting weak and deteriorating companies that may be using a variety of accounting gimmicks or other inventive tactics to hide their problems from investors.
Business Management Group Meeting
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
Alternative Investment Group Meeting
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
Centennial Speaker Series: John F. Wasik on Lincolnomics: How President Lincoln Constructed the Great American Economy
Has there ever been a time when Abraham Lincoln has gone silent? Our immortal conscience on civil rights and individual freedom is speaking to us yet again in the time of COVID-19 and public unrest.
Are you a CFA Society New York member who wants to get more involved, but you do not know how? Or someone interested in the joining the Society, but are not sure what the Society has to offer? If so, join us for this series of complimentary events to interact with and learn more about CFA Society New York’s 18 member-driven Leadership Groups!
Financial & Valuation Modeling Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Infinite Intervention: Rates, Trade, and Economies in a Post-Recovery World
Tune in to explore the ramifications of changing policy benchmarks in a post-COVID world. This event will feature a wide-ranging discussion on several topics, including the impact of continued negative rates in a rising yield environment, as well as a look at international economic priorities during the ongoing recovery period and a handful of important secondary effects.
Day in the Life Career Series: Sustainability
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
Become the Speaker You Want to Be -- Don’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!
Investment Strategy Roundtable
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
LIBOR Transition Series
LIBOR has played a pivotal benchmarking role in global financial markets for 35 years, but as this role winds down and firms transition to using SOFR and other reference rates, millions of contracts worth hundreds of trillions of dollars must be retooled. Join us as we invite leaders from across the industry to share their expertise during this transition period. In three sessions, speakers will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations.
Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part III: The Solutions
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. How can women increase their assets under management? Ellen Carr, co-author of Undiversified: The Big Gender Short in Investment Management and principal at a majority-women-owned investment-management firm, will moderate a panel of [...]
Are you a CFA Society New York member who wants to get more involved, but you do not know how? Or someone interested in the joining the Society, but are not sure what the Society has to offer? If so, join us for this series of complimentary events to interact with and learn more about CFA Society New York’s 18 member-driven Leadership Groups!
Sustainable Investing Group Meeting
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
OCIO & Wealth Solutions: Accelerating Investor Demand for Whole-Portfolio Solutions
CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space.
