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July 2022

Jul
12
Tue

M&A Deal Structures: Key Concepts for Investment Bankers – Wall Street Prep

This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jul
13
Wed

Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep

Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jul
13
Wed

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!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Jul
13
Wed

Midyear Market Outlook

This event will be a panel of active market participants such as portfolio managers or CIOs or of active market commentators such as journalist or commentators.

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Conference / Seminar, Institutional Asset Management, Virtual Events & Programming
Jul
20
Wed

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jul
27
Wed

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

August 2022

Aug
1
Mon

Advanced Risk and Portfolio Management ® Quant Bootcamp

The Quant Bootcamp is the most intense 6-day course in advanced data science, quantitative risk management and portfolio construction. The Quant Bootcamp provides an overview across a wide range of advanced quantitative techniques, applied across asset management, banking and insurance.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
3
Wed

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
9
Tue

FP&A Technical Mastery Boot Camp – Wall Street Prep

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
9
Tue

CFA Society New York Book ClubNoise: A Flaw in Human Judgment

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Aug
10
Wed

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Aug
16
Tue

Modeling Multifamily Real Estate – Wall Street Prep

Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
24
Wed

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Aug
27
Sat

Bank Industry Modeling – Wall Street Prep

This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

September 2022

Sep
11
Sun

Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep

This boot camp is an instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
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