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Event Category: CFA Society NY Event
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Business Management Group Meeting

Virtual Only

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.

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Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Modeling Multifamily Real Estate – Wall Street Prep

Virtual Only

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

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

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

Bank Industry Modeling – Wall Street Prep

Virtual Only

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

Quantitative Investing Group Meeting

Virtual Only

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 Meetings, Quantitative Investing, Virtual Events & Programming

SuperReturn Energy

The Westin New York Times Square NY

SuperReturn Energy is the #1 meeting place to connect with senior private equity professionals specialized in energy. Join 100+ energy investors, including founders & CEOs, managing directors, heads of natural resources and energy investments.

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Conference, Conference / Seminar, Networking Event, Other Industry Event, Other Industry Events, Virtual Events & Programming

SuperReturn Private Credit US

The Westin New York Times Square NY

SuperReturn Private Credit US, is moving to New York this year and will bring together influential LPs, GPs and senior decision makers to share the latest market intelligence and build strong relationships.

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Conference / Seminar, Other Industry Event, Other Industry Events, Virtual Events & Programming

SuperReturn North America

The Westin New York Times Square NY

SuperReturn North America, the flagship conference, is moving to New York this year and will bring together influential LPs and GPs to build strong relationships, make valuable new contacts and share the latest market intelligence.

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Conference, Conference / Seminar, Networking Event, Other Industry Event, Other Industry Events, Virtual Events & Programming

Excel Visual Basic (VBA) for Finance – Wall Street Prep

Virtual Only

This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting.

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

Introduction to Business Analytics & Visualization with Power BI – Cognitir

Virtual Only

In this workshop participants will learn how to execute key business intelligence and visualization tasks via Microsoft’s Power BI software. Power BI is a software solution that Gartner's Magic Quadrant has highlighted as a leader in analytics and business intelligence platforms for the last twelve years.

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

A Day of Fintech

CFA Society New York 1540 Broadway, New York, NY

Join CFA Society New York for an intensive half-day conference addressing a variety of financial technology topics in a broader global context.

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Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Intro to Python for Business & Finance – Cognitir

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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

First Annual Venture Capital Outlook: The Times Are A-Changing!?

CFA Society New York 1540 Broadway, New York City, NY

Entrepreneurs are the foundation of capitalism. Venture capital is the largest financing source for these innovative builders and creators, helping turn their visions into reality and influencing the course of our future economy. Over the past decade, venture capital has expanded its influence and importance, matured its processes, and grown its market share and investor base. A once niche investment strategy, venture capital has become mainstream.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming