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March 2021

Mar
13
Sat

Sales & Trading: How Stocks, Bonds, and Derivatives are Traded – Wall Street Prep

This instructor-led virtual "Power Session" is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Mar
15
Mon

Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Mar
15
Mon

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.

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Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Mar
16
Tue

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Mar
16
Tue

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.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Mar
16
Tue

Centennial Speaker Series – George G. Szpiro on Risky Decisions: How Mathematical Paradoxes and Other Conundrums Have Shaped Economic Science

Overview This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. At its core, economics is about making decisions. In the history of economic thought, great intellectual prowess has been exerted toward devising exquisite theories of optimal decision-making in situations [...]

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Mar
16
Tue

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

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Mar
17
Wed

Day in the Life Career Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Mar
18
Thu

CFA Society New York Book Club: Ten Lessons for a Post-Pandemic World

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Group Meeting, Virtual Events & Programming
Mar
19
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
Mar
19
Fri

Modeling Multifamily Real Estate – Wall Street Prep

Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Mar
24
Wed

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
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