Events Search and Views Navigation
May 2021
Portfolio Construction for Asset Owners Considering Sustainable Data, Risks and Returns
Tune in to the next installment in CFA Society New York’s virtual Asset Owner Series™ to learn directly from Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations of Amundi, in conversation with Professor Francesco Briganti, Secretary General, Cross Border Benefits Alliance-Europe. The discussion will center the considerations of asset owners in regard to years of portfolio construction, investment selection and asset allocation. Attendees will hear Jaulin’s perspective on the significance of achieving particular returns in an ESG-slanted environment, as well as gain context to better inform the manager search and selection process.
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.
Legal Cannabis and Financial Services: What Investors Need to Know
Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry.
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.
Introduction to Project Finance Modeling – Wall Street Prep
This boot camp is an intensive training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach.
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.
Black Hedge Fund Professionals Network (BHFPN) Talent Series – Sourcing and Hiring Diverse Talent: Perspectives from Practitioners
Join the BHFPN Talent Series to explore some of the practical ways in which firms are going about finding, connecting with and ultimately hiring Black and Brown talent.
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.
Career Fair Series: BlackRock
The Young Leaders Group Career Fair Series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces.
Business Management Group Meeting
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
FP&A Technical Mastery Boot Camp – Wall Street Prep
FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.
Alternative Investment Group Meeting
The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
Investment Strategy Roundtable
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass – Wall Street Prep
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.