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September 2020
Four Keys to Advance Your Career
Fireside chat by Roben Graziadei, MA, Kaplan’s expert on career advancement and author of “Instinctology – A Leadership Method to Turn Gut Instincts Into Concrete Action”. It will be a discussion of her four essential points for career advancement and an event with breakout rooms for deeper topic discussion.
Introduction to Project Finance Modeling
This boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses
Global Policymakers Series (GPS): Third Quarter Summit 2020
This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights.
Sustainable Investing: A Path to a New Horizon
This event will be a presentation and a discussion of a number of new essays about the latest trends and developments in the maturing area of Sustainable Investing and ESG Integration
Hear How One State Pension Plan is Dealing with Covid Pressures
Amy McGarrity, Colorado PERA will be interviewed by John Bowman of CAIA on the pressures and how to manage them.
6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.
Future of Space Force
Join us in exploring the next Space investment frontier with Major General Nina Armagno, Director of Space Programs, Office of the Assistant Secretary for Acquisition. She directs development and purchasing on space programs to Air Force major commands, product centers and laboratories. Her responsibilities include crafting program strategies and options for representing Air Force positions to Headquarters U.S. Air Force, the office of the Secretary of Defense, Congress and the White House.
October 2020
Modernizing Investment Research: Data, Data Everywhere
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.
Quantitative Investment 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.
How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?
Jeroen Bos, CFA, CAIA will interview Valentijn van Nieuwenhuijzen to find out what's next.
Speed Networking with Baruch College
Interested in pursuing a career in financial services? On October 6th, members of CFA Society New York’s Young Leaders Group (YLG) will host a virtual speed networking event to meet with undergraduate students from Baruch College. Over the course of an hour, students will have the opportunity to meet in small groups with industry professionals and learn about the range of career paths across investment and wealth management. Virtual breakout sessions will give students the opportunity to hear from multiple YLG members and network over the course of the evening.
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.
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
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.
Young Leaders Group Career Fair: Advance Your Career With StepStone Group
The Young Leaders Group Career Advancement 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.