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January 2021

Jan
22
Fri

Data Visualization and Business Analytics with Microsoft Power BI

Strong data culture is a ​sine qua non​ for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jan
25
Mon

CFA Society New York Book Club: Deaths of Despair and the Future of Capitalism

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, Virtual Events & Programming
Jan
26
Tue

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.

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Alternative Investments, Committee Meeting, Free for Members, Interest Group, Interest Group Meetings, Virtual Events & Programming
Jan
27
Wed

Financial and Valuation Modeling Boot Camp – Wall Street Prep

For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.

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Other Industry Event, Virtual Events & Programming
Jan
27
Wed

American Gas Association Presentation

The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 75 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 71 million customers — receive their gas from AGA members. Today, natural gas meets more than 30 percent of the United States’ energy needs

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Sponsored, Sponsored Event*, Virtual Events & Programming
Jan
28
Thu

New Year Market Outlook

The New Year Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines: Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.

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Institutional Asset Management, Virtual Events & Programming

February 2021

Feb
1
Mon

Veterans Roundtable Group Meeting

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Veterans, Virtual Events & Programming
Feb
2
Tue

What’s New in Accounting

Join us for an overview of the latest news, updates and trends in accounting. Beginning with an FASB keynote speaker.

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Financial Reporting and Analysis, Virtual Events & Programming
Feb
2
Tue

Fintech Leadership Group Meeting

The 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.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Feb
3
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, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Feb
3
Wed

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Feb
5
Fri

Quantitative Investing Group Meeting

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Feb
8
Mon

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
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