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September 2020
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.
One Wealthy Family’s Journey to Investing With Purpose
Hear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment.
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.
Become a Society Leader: Board, Committees, Interest Groups
This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFA Society New York, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.
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.
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.
Fifth Annual Global Macro Outlook
Macroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.
Day in the Life Career Event Series: Corporate & Investment Banking
Day in the Life’ presentation on experiences of landing at the firm, details about current roles and opportunities for advancement
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.
Transparency International named Denmark the least corrupt country. Hear from Morten Kjærgaard, Danmarks Nationalbank as he is interviewed by Soren Elbech of JP Morgan.
Epidemiology of Volatility Transmission and Regime Change Risk Models
Most investment and risk models have difficulty reflecting regime changes characterized by market turbulence where asset prices behave in an uncharacteristic fashion, given their historical pattern of behavior. This presentation will demonstrate how Machine Learning uncovers subtle insights about correlated sources of risk that may not be detected by off-the-shelf risk models or fundamental portfolio and security analysis.
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