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March 2021
Veterans Roundtable Group Meeting
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Duke Endowment: A Look Forward
Evan Jones, CFA, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, McCarvill Capital Partners.
Centennial Speaker Series: Kevin R. Mirabile on Exotic Alternative Investments
Join us for a discussion with Kevin R. Mirabile, author of Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects (Anthem Press, 2021). In the book, Mirabile evaluates exotic alternative investment opportunities, such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectibles, and other unique asset classes, providing an in-depth analysis of the returns, risks, opportunities, and portfolio effects for anyone who wants to expand their investment horizons.
Alternatives Market Outlook
The alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity, hedge funds, real estate, infrastructure, private debt, venture capital and more esoteric aspects such as cryptocurrency. Market volatility, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape.
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.
Case Studies of Gaming Performance
Discussion on how “gaming” investment performance results has been used in the past to have performance appear better than it is, how it can be detected and how the Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.”
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.
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.
M&A Deal Structures: Key Concepts for Investment Banking- Wall Street Prep
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
Value Investing Roundtable
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.
Introduction to Excel VBA – Wall Street Prep
This boot camp is an 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."
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 and Valuation Modeling 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.
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!
Private Wealth Management Group Meeting
The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.