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Virtual Only

Register for one of our online, virtual-based events. See upcoming event dates here.

August 2020

Aug
13
Thu

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.

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Other Industry Event, Virtual Events & Programming
Aug
17
Mon

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.

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Business Management, Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Aug
18
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, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Aug
19
Wed

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
19
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, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Aug
21
Fri

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Aug
25
Tue

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.

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Career Development, Group Meeting, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Aug
26
Wed

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Aug
27
Thu

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.

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Conference / Seminar, Veterans, Virtual Events & Programming

September 2020

Sep
2
Wed

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

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Business Management
Sep
8
Tue

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

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Financial Reporting and Analysis, Virtual Events & Programming
Sep
9
Wed

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?

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Conference / Seminar, Global Investing Group, Virtual Events & Programming
Sep
11
Fri

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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Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Sep
16
Wed

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.

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Conference / Seminar, Virtual Events & Programming
Sep
17
Thu

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.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming
Sep
22
Tue

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.

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Performance & Risk Analytics, Virtual Events & Programming
Sep
22
Tue

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.

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Career Development, Group Meeting, Virtual Events & Programming
Sep
23
Wed

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

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Other Industry Events, Virtual Events & Programming
Sep
29
Tue

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.

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Alternative Investments, Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming
Sep
30
Wed

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.

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Veterans, Virtual Events & Programming

October 2020

Oct
2
Fri

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.

Find out more »
Group Meeting, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Oct
7
Wed

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Oct
14
Wed

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Oct
16
Fri

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.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
Oct
21
Wed

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.

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Other Industry Events, Virtual Events & Programming

November 2020

Nov
6
Fri

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.

Find out more »
Group Meeting, Interest Group Meetings, Quantitative Investing, 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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

December 2020

Dec
2
Wed

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Dec
4
Fri

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.

Find out more »
Group Meeting, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
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