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January 2021
Financial and Valuation Modeling Boot Camp – Wall Street Prep
For finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.
American Gas Association Presentation
The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 75 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 71 million customers — receive their gas from AGA members. Today, natural gas meets more than 30 percent of the United States’ energy needs
New Year Market Outlook
The New Year Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines: Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.
February 2021
How One Canadian Pension Views Global Alternatives
James Burron, CAIA, President, The Canadian Association of Alternative Strategies & Assets will interview Rob Goobie, Assistant Vice-president of Collateral Management, Derivatives and Fixed Income, Healthcare of Ontario Pension Plan.
Veterans Roundtable Group Meeting
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Centennial Speaker Series: Joseph Calandro Jr. on Jay Gould and the Union Pacific from the Panic of 1873-1880
No one in the United States’ financial or business history is as misunderstood and under-appreciated as Jay Gould. This presentation will assess Gould’s skills as a corporate executive following his distressed investment in, and subsequent control of, the Union Pacific Railroad (UP). The UP was in distress due to volatility emanating from the infamous financial panic of 1873. Gould executed his turnaround in an economy devoid of monetary stimulus, without a government bailout, and under pressure from the government to pay back the firm’s public loans. Gould employed many modern techniques in his turnaround that are relevant to 21st-century executives. His example also serves as an important historical reminder that successful executives do not require government bailouts.
What’s New in Accounting
Join us for an overview of the latest news, updates and trends in accounting. Beginning with an FASB keynote speaker.
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!
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.
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.
M&A Deal Structures: Key Concepts for Investment Bankers – Wall Street Prep
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
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.
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.
Specialty Credit: Trade Finance
Sometimes referred to as “secured income” or “alternative credit”, Trade Finance, is a generic term that covers the financing of international trade and commerce. This includes loans that finance the cross-border export of goods and services. Trade Finance differs from other types of lending, as transactions must have an identifiable source of repayment - cash payments when goods have been delivered or title to the underlying goods when they have not yet been delivered. During this event, we will hear from a panel of industry experts on how Trade Finance has evolved as an investment class and where such strategies may fit into an investors’ portfolio.
Sales & Trading: How Stocks, Bonds and Derivatives are Traded – Wall Street Prep
Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit?