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October 2020

Oct
21
Wed

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.

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Other Industry Events, Virtual Events & Programming
Oct
21
Wed

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.

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Value Investing, Virtual Events & Programming
Oct
22
Thu

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.

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Virtual Events & Programming, Young Leaders
Oct
27
Tue

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Oct
27
Tue

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.

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Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming
Oct
28
Wed

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.

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Other Industry Event, Other Industry Events, Sustainable Investing, Virtual Events & Programming
Oct
30
Fri

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

November 2020

Nov
2
Mon

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.

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Conference / Seminar, Veterans, Virtual Events & Programming
Nov
4
Wed

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.

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Alternative Investments, Other Industry Event, Virtual Events & Programming
Nov
4
Wed

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.

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Committee Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Nov
5
Thu

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.

Find out more »
Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming
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