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May 2020
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?
Reflections on a Career Serving the Public Pension System
Chris Ailman, Chief Investment Officer, CalSTRS, will share his views of how one of the US’ largest public plans is positioning its portfolio in this rare market environment. Alternative investments will also be discussed as he will be interviewed by John Bowman of CAIA.
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.
June 2020
What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective
Hear what Rich Nuzum, CFA, President of Investment and Retirement of Mercer, thinks the current market pressures will yield in terms of client expectations of products and services.
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.
[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.
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.
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!
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.
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,
What’s Next for India’s Infrastructure and Other Investments?
Hear from Prakash Rao of India’s sovereign wealth fund National Investment and Infrastructure Fund (NIIF), about the agenda for the second largest country in the world, by population.
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.
Introduction to Python
In this introductory training, participants will build a core foundation in the Python programming language and how to use it for various projects. This is a hands-on course where attendees will be in development environments used by practioners and actively programming. The course concludes with a hands-on project that cohesively ties together all the covered concepts.
A View from the Top of the Real Estate Market
View the current pressures on the real estate markets through the lens of one of its stars, Kent Swig of Swig Equities.
Multi-Asset Class Outlook
Overview Multi Asset Class Outlook Agenda 2:00 PM | WELCOMING REMARKS 2:05 PM | PANEL DISCUSSION 3:15 PM | Q&A 7:05 PM | CLOSING REMARKS & CATERED RECEPTION Additional Details Learning Outcomes Learn about current macro trends Understand current market backdrop Assess implications of macro trends on [...]