Events for Wednesday, April 3 - Friday, October 4

6th Annual Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World

Virtual Only

In its sixth year, the Alpha Women: Thinking about Female Entrepreneurship in a Post-Covid World event will feature women who leveraged their financial experience to launch their own businesses, or to join a start-up. Speakers will explore the why, when, and how they went about leaving the corporate world in order to pursue their passion.

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Virtual Events & Programming

Private Equity Boot Camp – Wall Street Prep

Virtual Only

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

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Other Industry Events, Virtual Events & Programming

Virtual Networking with CFA Society New York, CAIA NY Society, and Columbia Business School

Virtual Only

CFA Society New York’s Young Leaders Group in collaboration with CAIA New York, and Columbia Business School EMBA program will host a virtual networking event on Thursday, October 22, 2020. Over the course of an hour in breakout discussions, young professionals will have the opportunity to network with others professionals who have committed to earning credentials such as the CFA charter, CAIA charter, and MBA degree and how those credentials have helped propel their careers forward.

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Virtual Events & Programming, Young Leaders

FP&A Technical Mastery – Wall Street Prep

Virtual Only

This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions.

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

Modernizing Investment Research: The Infrastructure to Make It All Work

Virtual Only

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

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Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming

Climate Change Explained and Economic & Market Implications

Virtual Only

Climate change will affect economies and markets in the coming decades at an accelerating rate if we do not bend the PPM curve back toward the x-axis. Even if we eventually do bend that curve, certain changes to our climate in our lifetimes, our children’s lifetimes, our grandchildren’s lifetimes, and our great-grandchildren’s lifetimes are already set and likely irreversible. It is true that CO2 PPM levels have been much higher in the history of earth than they have been in human history. Levels of CO2 in the atmosphere are estimated to have reached nearly 7,000 PPM about 500 million years ago and are estimated to be in the low thousands during the age of the dinosaurs.

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

6th Annual Thinking Beyond the Transition for Veterans

Virtual Only

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Conference / Seminar, Veterans, Virtual Events & Programming

COVID-19’s Impact on Overlay Strategies

Virtual Only

Overlay strategies are investment strategies that use derivative instruments to gain portfolio exposures beyond those provided by the underlying physical investment portfolio. Such strategies can add alpha, but also value through the management and diversification of risk. During this event, we will hear from a panel of industry experts on how overlay strategies have been impacted by the COVID-19 pandemic and what we may expect from such strategies going forward.

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Alternative Investments, Other Industry Event, Virtual Events & Programming

Modernizing Investment Research: Cultural Change and Business Model Implications

Virtual Only

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research. The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

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Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming

An Overview of the State of LIBOR Transition

Virtual Only

LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition.

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Conference / Seminar, Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming