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January 2021
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.
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.
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.
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.
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
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.
February 2021
Pension Manager: A Canadian View of Alternatives
James Burron, CAIA, President, The Canadian Association of Alternative Strategies & Assets will interview Rob Goobie, Assistant Vice-president of Collateral Management, Derivatives and Fixed Income, Healthcare of Ontario Pension Plan.
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.
Centennial Speaker Series: Joseph Calandro Jr. on Jay Gould and the Union Pacific from the Panic of 1873-1880
No one in the United States’ financial or business history is as misunderstood and under-appreciated as Jay Gould. This presentation will assess Gould’s skills as a corporate executive following his distressed investment in, and subsequent control of, the Union Pacific Railroad (UP). The UP was in distress due to volatility emanating from the infamous financial panic of 1873. Gould executed his turnaround in an economy devoid of monetary stimulus, without a government bailout, and under pressure from the government to pay back the firm’s public loans. Gould employed many modern techniques in his turnaround that are relevant to 21st-century executives. His example also serves as an important historical reminder that successful executives do not require government bailouts.
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.
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.
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!
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.
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.
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.