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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?
DCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual "Power Session" shows trainees how to build a DCF model for a real public company and compare the output to its stock price.
What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
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.
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.
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.
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!
China is one of the world's largest and most important stock markets, and its share of index exposure is growing significantly. Join us as we learn from experts how they seek Alpha in China, and what it takes to invest successfully in China's equity markets.
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.
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.
The CFA Society New York presents an in-depth conversation that will familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of recent PCAOB and SEC actions. Audits are a critical part of ensuring the veracity of reported financial information, which investors depend on to develop and maintain a sound investment strategy.
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
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.
Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency.