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November 2020

Nov
10
Tue

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Nov
11
Wed

Introduction to Python for Business and Finance

In this introductory training, participants will build a core foundation in the Python programming language and how to use it for various projects. This is a hands-on course where attendees will be in development environments used by practioners and actively programming. The course concludes with a hands-on project that cohesively ties together all the covered concepts.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
12
Thu

Insurance Industry Modeling Boot Camp

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
12
Thu

Analytics Tools for Managing Portfolio Risks

Combining meaningful information and insights into a portfolio investment process is a challenging task for any investor. Fortunately, advances in academia and improvements in technology have provided a number of methods and tools to help investors visualize key information quickly, accurately and easily.

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Alternative Investments, Virtual Events & Programming
Nov
16
Mon

ESG Creates Value, Not Just Investment Returns

Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization.

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Business Management, Virtual Events & Programming
Nov
17
Tue

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
17
Tue

Investor Forum 2020: Ready for Anything – Using Data in Perilous Times

Periods of crises demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises. This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.

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Financial Reporting and Analysis, Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
17
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, Interest Group, Interest Group Meetings, Virtual Events & Programming
Nov
17
Tue

Investment Strategy Roundtable Group Meeting

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, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Nov
17
Tue

Diversity & Inclusion in the Consultant Community

For the second installment of CFA Society New York's new Diversity Speaker Series, we examine how the consultant community is effecting change across the investment industry.

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Diversity Speaker Series, Virtual Events & Programming
Nov
18
Wed

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!

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Committee Meeting, Free for Members, Interest Group Meetings, Investment Professional Employment Outlook Series, Toastmasters
Nov
18
Wed

Day in the Life Career Event 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, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Nov
19
Thu

Private Equity Deal Process – Wall Street Prep

The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
19
Thu

3rd Annual Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.

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Alternative Investments
Nov
20
Fri

Biotech SOTP Valuation – Wall Street Prep

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company

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