Bank Industry Modeling – Wall Street Prep
This boot camp is an intensive training program where trainees learn bank and FIG modeling in Excel using an intuitive, step-by-step approach.
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Calendar of Events
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Young Leaders Group L2 Networking Session
Young Leaders Group L2 Networking Session
Please join the Young Leaders Group to help all New York area candidates who took the Level II exam celebrate! Pizza, sodas and networking will all be available.
3 events,
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Performance & Risk Analytics Group Meeting
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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Institutional Asset Management Group Meeting
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.
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Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
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!
1 event,
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Career Development Group Meeting
Career Development Group Meeting
The Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry.
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1 event,
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Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep
Venture Capital Valuation, Term Sheets & Cap Tables – Wall Street Prep
This boot camp is an instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.
2 events,
SuperReturn Private Credit US
SuperReturn Private Credit US
SuperReturn Private Credit US, is moving to New York this year and will bring together influential LPs, GPs and senior decision makers to share the latest market intelligence and build strong relationships.
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SuperReturn Energy
SuperReturn Energy
SuperReturn Energy is the #1 meeting place to connect with senior private equity professionals specialized in energy. Join 100+ energy investors, including founders & CEOs, managing directors, heads of natural resources and energy investments.
4 events,
SuperReturn North America
SuperReturn North America
SuperReturn North America, the flagship conference, is moving to New York this year and will bring together influential LPs and GPs to build strong relationships, make valuable new contacts and share the latest market intelligence.
Excel Visual Basic (VBA) for Finance – Wall Street Prep
Excel Visual Basic (VBA) for Finance – Wall Street Prep
This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting.
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Financial Reporting and Analysis Group Meeting
Financial Reporting and Analysis Group Meeting
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
3 events,
Introduction to Business Analytics & Visualization with Power BI – Cognitir
Introduction to Business Analytics & Visualization with Power BI – Cognitir
In this workshop participants will learn how to execute key business intelligence and visualization tasks via Microsoft’s Power BI software. Power BI is a software solution that Gartner's Magic Quadrant has highlighted as a leader in analytics and business intelligence platforms for the last twelve years.
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2 events,
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Quantitative Investing Group Meeting
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.
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Business Management Group Meeting
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.
2 events,
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African Heads of State and Asset Owners Forum
African Heads of State and Asset Owners Forum
The African continent is undergoing a massive change. ESG projects are growing. The continental trade agreement is fostering cooperation and market formalization. However, for foreign investors, due diligence issues and capacity issues remain. Join us to meet with some of the continent’s heads of state to hear, for yourself, where investment opportunities lie
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Alternative Investment Group Meeting
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.
2 events,
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Third AOS Climate and ESG Asset Owner Summit
Third AOS Climate and ESG Asset Owner Summit
The CFA Society New York 3rd Climate and ESG Asset Owner Summit is scheduled to take place during Climate Week and Global Goals Week in NYC. The event will focus on the status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives from around the world.
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Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
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!
1 event,
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Peru Outlook and Investment Opportunities
Peru Outlook and Investment Opportunities
Latin America’s political and social changes are ongoing. However, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners, portfolio managers and senior executives on what the changes mean and where value is growing.
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1 event,
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A Day of Fintech
A Day of Fintech
Join CFA Society New York for an intensive half-day conference addressing a variety of financial technology topics in a broader global context.
1 event,
Intro to Python for Business & Finance – Cognitir
Intro to Python for Business & Finance – Cognitir
This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.
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A Day of Fintech
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