August 2020
Building a Diverse Talent Pipeline: Prepare, Recruit, Promote, and Retain Equally
Join us for a conversation with leading women in the financial services industry that will be equally relevant for students and employers. Explore ways for students to take early ownership of their careers, learn about the variety of career paths available, and understand the value of working in finance.
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.
Where One Sovereign Fund is Allocating to Alternatives
The CIO of Alaska Permanent, Marcus Frampton, CFA, shares the values he is finding in the alternatives space. He will be interviewed by CAIA’s Bill Kelly.
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
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.
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!
Sustainable Investing Group Meeting
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.
How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments
Dynastic family wealth requires an exceptionally long term view. Hear from one Indian family that takes a very long term view of the local markets and macro trends.
Sharpen Your Leadership Style for Success
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
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.
Veterans In Finance
In the finance sector, leadership and teamwork are integral, as are skills related to decision-making and risk management. These very same skills and characteristics are honed over the course of a military career, often producing Military Veterans who are driven, organized, adaptable and detail-oriented in nature.
A Candid View of China’s Markets
Winston Ma, CFA, Esq., a former Managing Director of China Investment Corporation (CIC) will share an unvarnished view into this huge, and challenged, economy.
September 2020
The Future of (A Return To) Work
This event focuses on the risk management frameworks for financial services companies. The discussion will examine how various large, medium, small and start up firms identify, measure, monitor, and control risk
What One LATAM Central Bank Reserve Fund Manager Thinks about the Crisis
Hector Resendiz, CFA, of Mexico's Central Bank will be interviewed by Jo Paisley of GARP.
Non-GAAP Financial Reporting
Today, more than 90% of S&P 500 companies use non-GAAP financial measures to supplement and explain their financial results. Metrics such as adjusted EPS, EBITDA and FFO are often the primary measures by which analysts and investors interpret corporate performance. Over the past two decades, the U.S. Securities and Exchange Commission
Rising Dragons: Chinese Big Tech and Their Global Ambitions
The geopolitical rise of China has been accompanied by the meteoric rise of a handful of mega-cap Chinese technology companies. Will these category-killers stop in the Pac Rim, or will their dominance expand abroad to challenge the large U.S. firms?
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.
One Wealthy Family’s Journey to Investing With Purpose
Hear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment.
Racial Equity in Asset Management: Asset Owners’ Perspectives
What can the asset management industry to do 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?
Enhance your Career, Strengthen your Network, Get Involved
Become a Society Leader: Board, Committees, Interest Groups
This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFA Society New York, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.
Fifth Annual Global Macro Outlook
Macroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.
Epidemiology of Volatility Transmission and Regime Change Risk Models
Most investment and risk models have difficulty reflecting regime changes characterized by market turbulence where asset prices behave in an uncharacteristic fashion, given their historical pattern of behavior. This presentation will demonstrate how Machine Learning uncovers subtle insights about correlated sources of risk that may not be detected by off-the-shelf risk models or fundamental portfolio and security analysis.
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. Through events such as investment professional employment outlook conferences, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry.
Introduction to Project Finance Modeling
This boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses
Global Policymakers Series (GPS): Third Quarter Summit 2020
This series of webinars will include speakers that are political figures in the US, primarily, and from other countries. Speakers will also be representatives from think tanks with valuable policy insights.
6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.
Future of Space Force
Join us in exploring the next Space investment frontier with Major General Nina Armagno, Director of Space Programs, Office of the Assistant Secretary for Acquisition. She directs development and purchasing on space programs to Air Force major commands, product centers and laboratories. Her responsibilities include crafting program strategies and options for representing Air Force positions to Headquarters U.S. Air Force, the office of the Secretary of Defense, Congress and the White House.
October 2020
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.
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.
Excel Visual Basic (VBA) for Finance – Wall Street Prep
This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called “VBA.” Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.
Second Annual Putting Beneficiaries First
The Putting Beneficiaries First Series was founded in 2018 with the CFA Institute mission statement to “lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society” in mind. The series is a collection of exclusive events to highlight attendant risks to pension and entitlement beneficiaries in light of increasing government debt levels, federal entitlement underfunding, pension underfunding and the risks presented by technological innovations.
An Overview of the State of LIBOR Transition
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.
Private Equity Boot Camp – Wall Street Prep
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.
November 2020
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.
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.
December 2020
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.
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.