June 2020
What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective
Hear what Rich Nuzum, CFA, Global President of Investments and Retirement at Mercer, thinks the current market pressures will yield in terms of client expectations of products and services.
Value Investing Group Meeting: Entrepreneurship and the Future of the Online Luxury Retail Market
The Centennial Speaker Series presents a moderated conversation with Charles Gorra, CEO and founder of Rebag. This event is co-sponsored by the Gabelli Center for Global Security Analysis, the CFA Society of New York, and the Museum of American Finance.
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.
[CFA Society Boston Webinar] Genomics and Biotech Innovation in the Battle Against COVID-19
As the world is gripped by the COVID-19 crisis, innovations in the genomics and biotech space continue to press ahead. In fact, the speed and cost of DNA sequencing has improved in such a way that scientists were able to sequence the virus behind COVID-19 in a matter of days, compared to the months it took to do the same for SARS. Furthermore, various innovative biotech companies are experimenting with unconventional treatments that could offer promise in treating and preventing the spread of this disease.
Performance & Risk Analytics Group Meeting
The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.
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!
Risk Mitigation Strategies
Risk mitigation or defensive strategies provide risk reduction solutions in the form of hedge funds, global macro, tail risk strategies, systematic managed futures/CTAs, duration management and option strategies. These strategies represent 3-15% of institutional portfolios.
Alternative Data for Nowcasting and Forecasting
Focused on discretionary managers, analysts, strategists and others who use fundamental analysis, during this webinar investment industry experts will examine use cases and best practices for using alternative data for nowcasting and forecasting. Nowcasting is a technique for using very short ongoing high-frequency data to predict the present,
What’s Next for India’s Infrastructure and Other Investments?
Hear from Prakash Rao of India’s sovereign wealth fund National Investment and Infrastructure Fund (NIIF), about the agenda for the second largest country in the world, by population.
30th Annual High Yield Bond Conference
Day one's High Yield Bond (HYB) "Master Class" focuses on the basic building blocks of high yield investment. On the following day, CFA Society New York’s longest-running conference brings attendees up-to-the-minute on the market outlook and key innovations with the "General Session" of the 30th Annual HYB Conference.
Introduction to Python
In this introductory training, participants will build a core foundation in the Python programming language and how to use it for various projects. This is a hands-on course where attendees will be in development environments used by practioners and actively programming. The course concludes with a hands-on project that cohesively ties together all the covered concepts.
A View from the Top of the Real Estate Market
View the current pressures on the real estate markets through the lens of one of its stars, Kent Swig of Swig Equities.
Multi-Asset Class Outlook
Multi Asset Class Outlook
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.
CFANY Book Club: Bad Blood: Secrets and Lies in a Silicon Valley Startup
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
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.
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
Ben Graham VII Annual Conference
The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The two-day conference will feature panels on the current state of value investing—both domestic and international—challenges and opportunities for value investing as volatility has recently returned, and much more!
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!
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.
One Sovereign Wealth Fund Investor’s View
Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer of Alaska Permanent Fund, shares his view of why now is a good time for alternative investments.
Global Policymakers Series — Day 1, Session 1
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. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.
Global Policymakers Series — Day 1, Session 2
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. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.
Global Policymakers Series — Day 1, Session 3
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. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.
Global Policymakers Series — Day 2, Session 1
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. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.
Global Policymakers Series — Day 2, Session 2
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. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.
Global Policymakers Series — Day 2, Session 3
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. Policy was taken to unprecedented levels during the Great Recession. The response to the financial stresses brought by COVID-19 are likely to take it higher. And, in the future, public pension underfunding, federal entitlement underfunding and the risks presented to some sectors by technological innovations may require even larger policy responses.
[Webinar] Current Expected Credit Loss (CECL) reporting: Results from Day 1
The Current Expected Credit Loss (CECL) standard became effective for significant financial institutions and other SEC files on January 1, 2020. This standard changing the way for which credit losses are reserved was expected to be especially important for U.S. banks and other large lenders.
A View of the African Continent
How do the Chief Executive Officers of Nigeria’s sovereign fund and Ghana’s infrastructure fund view the impact of the pressures, and the valuations, on the continent?
July 2020
What Can Stressed Public Funds Learn from this Asset Owner?
Jeff Houston of the UK’s LGPS will share his experience of living through a massive rebalancing.
(Webinar) Market Outlook with Special Focus on Commodities
Market Outlook with Focus on Commodities Sector.
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.
What’s Next for the Nordics?
Torbjörn Hamnmark, AP3, will share his view of the next allocation and manager selection changes for AP3.
What’s on the Mind of one of the Systems within the Largest Municipal Pension Fund in the US?
Antonio Rodriguez, CFA, Director of Investment Strategy at the NYC Board of Education Retirement System will share the latest thinking from the largest local public pension plan.
Bank (FIG) Industry Modeling Boot Camp – Wall Street Prep
This intensive course is designed to equip FIG-focused investment bankers, equity research analysts, and bank industry corporate finance professionals with the practical financial skillset they need on the job. In this course, participants focus exclusively on financials and build a complete banking model, as well as a DCF and comparables valuation.
August 2020
Private and Co-Investment Risks and Opportunities
Hear from senior private banking executive Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank, about where private market valuations make sense, and where they don’t.
How is the World Bank Managing Assets Amid the Crisis?
Hear from Tapiwa Sikipa, Senior Portfolio Manager in the World Bank Treasury, about how they are handling the current crisis.
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.
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
[3Q] Global Policymakers Series — Day 1, Session 1
The impact of policy on investments and investment management firms has grown over the last 15 years and will likely continue for years to come. This series will bring policymakers' views to members.
[3Q] Global Policymakers Series — Day 1, Session 2
The impact of policy on investments and investment management firms has grown over the last 15 years and will likely continue for years to come. This series will bring policymakers' views to members.
[3Q] Global Policymakers Series — Day 1, Session 3
The impact of policy on investments and investment management firms has grown over the last 15 years and will likely continue for years to come. This series will bring policymakers' views to members.