Events Search and Views Navigation
October 2020
Private Equity Boot Camp – Wall Street Prep
The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.
The Impact of US Presidential Elections and Covid-19 on US Equity Valuations
This event will present experts in healthcare, the US equity market and political analysis as they discuss the effects of Covid-19 and the US election on value equities.
Virtual Networking with CFA Society New York, CAIA NY Society, and Columbia Business School
CFA Society New York’s Young Leaders Group in collaboration with CAIA New York, and Columbia Business School EMBA program will host a virtual networking event on Thursday, October 22, 2020. Over the course of an hour in breakout discussions, young professionals will have the opportunity to network with others professionals who have committed to earning credentials such as the CFA charter, CAIA charter, and MBA degree and how those credentials have helped propel their careers forward.
How One Endowment and One Family Office are Implementing ESG Investments
Michael Barry of Georgetown University Investment Office and Liesel Pritzker Simmons of Blue Haven Initiative have wrestled with ESG data and investments in their long run planning. Hear what has worked for them.
FP&A Technical Mastery – Wall Street Prep
This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions.
Modernizing Investment Research: The Infrastructure to Make It All Work
Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.
Climate Change Explained and Economic & Market Implications
Climate change will affect economies and markets in the coming decades at an accelerating rate if we do not bend the PPM curve back toward the x-axis. Even if we eventually do bend that curve, certain changes to our climate in our lifetimes, our children’s lifetimes, our grandchildren’s lifetimes, and our great-grandchildren’s lifetimes are already set and likely irreversible. It is true that CO2 PPM levels have been much higher in the history of earth than they have been in human history. Levels of CO2 in the atmosphere are estimated to have reached nearly 7,000 PPM about 500 million years ago and are estimated to be in the low thousands during the age of the dinosaurs.
CFA Society New York Annual Celebration 2020
CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.
Sustainable Investing Group Meeting
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
November 2020
A View from Australia
Stephen Dunne, Director of Construction and Building Industry Superannuation Fund (Cbus), will be interviewed by Maria Wilton, CFA.
6th Annual Thinking Beyond the Transition for Veterans
Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 6th event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.
LatAm & Caribbean Asset Owners Series Virtual Summit 2020
CFA Society Peru and CFA Society New York will head a fantastic three day event that will go deep into the issues facing Latin American asset owners. Discussions will cover: post COVID-19 risks and opportunities, infrastructure, economic and regulatory policies that will impact investments, ESG and more. All views will be provided by asset owners and international investors.
COVID-19’s Impact on Overlay Strategies
Overlay strategies are investment strategies that use derivative instruments to gain portfolio exposures beyond those provided by the underlying physical investment portfolio. Such strategies can add alpha, but also value through the management and diversification of risk. During this event, we will hear from a panel of industry experts on how overlay strategies have been impacted by the COVID-19 pandemic and what we may expect from such strategies going forward.
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.
Modernizing Investment Research: Cultural Change and Business Model Implications
Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.