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August 2020
How is the World Bank Managing Assets Amid the Crisis?
Hear from Tapiwa Sikipa, Senior Portfolio Manager in the World Bank Treasury, about how they are handling the current crisis.
Sustainability-Linked Bonds: A Pathway to a Lower Carbon Economy
Since the first sustainability-linked bond was issued by Italian energy company ENEL in September 2019, sustainability bonds and/or loan facilities have gained traction and more issuances are expected in the future. Green bonds or social bonds are issued for the specific purpose of funding or financing particular environmental or sustainable projects.
Where One Sovereign Fund is Allocating to Alternatives
The CIO of Alaska Permanent, Marcus Frampton, CFA, shares the values he is finding in the alternatives space. He will be interviewed by CAIA’s Bill Kelly.
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.
How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments
Dynastic family wealth requires an exceptionally long term view. Hear from one Indian family that takes a very long term view of the local markets and macro trends.
A Candid View of China’s Markets
Winston Ma, CFA, Esq., a former Managing Director of China Investment Corporation (CIC) will share an unvarnished view into this huge, and challenged, economy.
September 2020
The Future of (A Return To) Work
This event focuses on the risk management frameworks for financial services companies. The discussion will examine how various large, medium, small and start up firms identify, measure, monitor, and control risk
CFA Society New York Open House: An Evening of Networking and Opportunity
Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFA Society New York's community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.
What One LATAM Central Bank Reserve Fund Manager Thinks about the Crisis
Hector Resendiz, CFA, of Mexico's Central Bank will be interviewed by Jo Paisley of GARP.
Enhance your Career, Strengthen your Network, Get Involved
Become a Society Leader: Board, Committees, Interest Groups
This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFA Society New York, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.
Global Policymakers Series (GPS): Third Quarter Summit 2020
This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights.
6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.
October 2020
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.
Examining Risk Analytics & Derivative Solutions
This event provides an opportunity to hear from a distinguished panel of overlay specialists and risk analytics providers on the different tools available for investors to efficiently manage their portfolio risk exposures. Over the last few decades, investor portfolios have becoming much more complex. With numerous moving parts, investors face many challenges when attempting to analyze and manage portfolio risks.
Excel Visual Basic (VBA) for Finance – Wall Street Prep
This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.