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August 2021
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.
Financial Modeling for the Oil & Gas Sector -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. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management 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!
Collaborative Women in Investment Management (WIM) Presents: On the Same Page – WIM Quarterly Book Club, Featuring Vikram Mansharamani
Please join us for the Collaborative WIM quarterly book club event, hosted by CFA Society Orange County. Come prepared to chat in breakout sessions with your peers and participate in a live Q&A with Vikram Mansharamani.
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.
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.
Financial & Valuation Modeling Virtual 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.
INSURANCE: Subsectors Worth Watching, According to AFLAC’s CIO
Significant market shifts often begin in the margins. The speakers on our August 16 webinar will share where they see risk and opportunity in small corners of this idiosyncratic market. Join us for an interview of Eric Kirsch (Global Chief Investment Officer and EVP of AFLAC), as conducted by interviewer Stewart Foley, CFA (Managing Partner and Editor-In-Chief of Insurance AUM Journal), focused on the details concerning their respective outlooks across an expansive range of subsectors.
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.
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
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.
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!
Financial & Valuation Modeling Virtual 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.
September 2021
The Accounting of Cryptoassets: Understanding the Financial Reporting Implications of a New Asset Class
Join CFA Society New York for an evening of discussion on the mechanics of cryptocurrency management and valuation. Learn what financial professionals should consider when deciding whether to invest in companies that hold cryptoassets and become acquainted with the ways these assets can appear in reports and disclosures.