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May 2020

May
26
Tue

Liberalizing the Accredited Investor Rule: Challenges and Benefits — by CAIA Association

Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets?

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Other Industry Events, Virtual Events & Programming
May
26
Tue

Young Leaders Group Meeting: Career Advancement Panel

The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.

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Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders

June 2020

Jun
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, Interest Group, Interest Group Meetings, Veterans
Jun
3
Wed

Financial and Valuation Modeling Boot Camp – Wall Street Prep

Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.

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

[CFA Society Boston Webinar] Genomics and Biotech Innovation in the Battle Against COVID-19

As the world is gripped by the COVID-19 crisis, innovations in the genomics and biotech space continue to press ahead. In fact, the speed and cost of DNA sequencing has improved in such a way that scientists were able to sequence the virus behind COVID-19 in a matter of days, compared to the months it took to do the same for SARS. Furthermore, various innovative biotech companies are experimenting with unconventional treatments that could offer promise in treating and preventing the spread of this disease.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Jun
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, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Jun
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 Meetings, Toastmasters, Virtual Events & Programming
Jun
3
Wed

Risk Mitigation Strategies

Risk solutions provider discussing asset allocation in the current market environment with focus on risk mitigation strategies. Risk mitigation or defensive strategies provide risk reduction solutions in the form of hedge funds, global macro, tail risk strategies, systematic managed futures/CTAs, duration management and option strategies. These strategies represent 3-15% of institutional portfolios.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming
Jun
4
Thu

Alternative Data for Nowcasting and Forecasting

Focused on discretionary managers, analysts, strategists and others who use fundamental analysis, during this webinar investment industry experts will examine use cases and best practices for using alternative data for nowcasting and forecasting. Nowcasting is a technique for using very short ongoing high-frequency data to predict the present,

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Fintech Thought Leadership Group, Virtual Events & Programming
Jun
8
Mon

30th Annual High Yield Bond Conference

Day one's High Yield Bond (HYB) "Master Class" focuses on the basic building blocks of high yield investment. On the following day, CFA Society New York’s longest-running conference brings attendees up-to-the-minute on the market outlook and key innovations with the "General Session" of the 30th Annual HYB Conference.

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Conference / Seminar, Virtual Events & Programming
Jun
9
Tue

Private Wealth Management Group Meeting

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.

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Committee Meeting, Interest Group, Interest Group Meetings, Private Wealth Management
Jun
9
Tue

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Institutional Asset Management, Interest Group, Interest Group Meetings
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