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

November 2020

Nov
2
Mon

6th Annual Thinking Beyond the Transition for Veterans

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
Nov
4
Wed

COVID-19’s Impact on Overlay Strategies

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
Nov
4
Wed

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.

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Committee Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
Nov
5
Thu

Modernizing Investment Research: Cultural Change and Business Model Implications

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
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.

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Group Meeting, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Nov
6
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
Nov
9
Mon

Challenges Implementing the 2020 GIPS Standards

We will discuss the key challenges firms are dealing with when moving to the 2020 GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.

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Performance & Risk Analytics, Virtual Events & Programming
Nov
9
Mon

Value Investing Roundtable

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming
Nov
10
Tue

Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

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Other Industry Event, Other Industry Events
Nov
10
Tue

Oshkosh CEO Discussion and Plant Tour

Come explore with us, in a live meeting with CEO Wilson R Jones and plant tour, how this Fortune 500 industrial makes sustainable profits as a market leader in essential products. Questions along the way will be asked by a panel of buyside analysts and possibly a sell side analyst or two.

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Institutional Asset Management, Virtual Events & Programming
Nov
10
Tue

Private Wealth Management Group Meeting

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Nov
11
Wed

Introduction to Python for Business and Finance

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.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
12
Thu

Insurance Industry Modeling Boot Camp

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
12
Thu

Analytics Tools for Managing Portfolio Risks

Combining meaningful information and insights into a portfolio investment process is a challenging task for any investor. Fortunately, advances in academia and improvements in technology have provided a number of methods and tools to help investors visualize key information quickly, accurately and easily.

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Alternative Investments, Virtual Events & Programming
Nov
16
Mon

ESG Creates Value, Not Just Investment Returns

Join us as our experts discuss how an effective ESG proposition links to higher value creation. ESG is gaining in popularity as an investment strategy, but how does that apply to an entire organization? Our experts will discuss how top line growth, cost reductions, avoiding legal & regulator interventions and productivity uplift all lead to investment and asset optimization.

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Business Management, 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
Nov
17
Tue

Investor Forum 2020: Ready for Anything – Using Data in Perilous Times

Periods of crises demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises. This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.

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Financial Reporting and Analysis, Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
17
Tue

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.

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Alternative Investments, Committee Meeting, Free for Members, Interest Group, Interest Group Meetings, Virtual Events & Programming
Nov
17
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, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Nov
17
Tue

Diversity & Inclusion in the Consultant Community

For the second installment of CFA Society New York's new Diversity Speaker Series, we examine how the consultant community is effecting change across the investment industry.

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Diversity Speaker Series, Virtual Events & Programming
Nov
18
Wed

Day in the Life Career Event Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Find out more »
Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Nov
19
Thu

Private Equity Deal Process – Wall Street Prep

The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
19
Thu

3rd Annual Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity.

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Alternative Investments
Nov
20
Fri

Biotech SOTP Valuation – Wall Street Prep

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company

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Other Industry Event, Other Industry Events, Virtual Events & Programming
Nov
20
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Nov
20
Fri

Still Lower for Even Longer: What Will Its Impact Be?

Interest rates have been low since the Global Financial Crisis. With COVID-19, they are now even lower and seem unlikely to rise for years from current multi-century lows. How will this impact investors and fixed income markets? How are important fixed-income investors responding to this new paradigm? 

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Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming
Nov
23
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, Interest Group, Interest Group Meetings, Virtual Events & Programming
Nov
30
Mon

7th Annual Sustainable Investing Conference – ESG 2.0

Save the Date Overview On Monday, November 30,  CFA Society New York's Sustainable Investing Group will kick off the  Annual Sustainable Finance Week in New York with our 7th Annual Sustainable Investing Conference.  We will focus on new trends of sustainable finance and investing and go beyond the usual discussion about what [...]

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Save the Date, Sustainable Investing, Virtual Events & Programming

December 2020

Dec
1
Tue

Pounding the Virtual Pavement: Essential Advice on Finding Your Next Job

A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.

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Business Management, Career Development, Virtual Events & Programming, Young Leaders
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
2
Wed

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.

Find out more »
Committee Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, 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
Dec
8
Tue

Private Wealth Management Group Meeting

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Dec
8
Tue

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group, Interest Group Meetings, Virtual Events & Programming
Dec
8
Tue

Day in the Life Career Event Series

The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Find out more »
Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders
Dec
9
Wed

Introduction to Project Finance Modeling – Wall Street Prep

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

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
Dec
14
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.

Find out more »
Business Management, Committee Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Dec
15
Tue

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.

Find out more »
Alternative Investments, Committee Meeting, Free for Members, Interest Group, Interest Group Meetings, Virtual Events & Programming
Dec
15
Tue

State of the Industry: CEO Panel

Join us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future.

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Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming
Dec
15
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

Find out more »
Committee Meeting, Free for Members, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Dec
16
Wed

CFANY Book Club: Against the Gods: The Remarkable Story of Risk

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.

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Book Club & Author Series, Group Meeting, Virtual Events & Programming
Dec
18
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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
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