June 2022
Financial & Valuation Modeling Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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.
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!
What’s New in International Financial Reporting Standards
Our conference will review the current and prospective work programs of the IASB and ISSB and assess their impact on corporate reporting. Additionally, our speakers will examine the rollout of European Single Electronic Format (ESEF), emerging ESG data standards, and the similarities and differences between IFRS and U.S. GAAP.
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.
32nd Annual High Yield Bond Conference
Introduction to High Yield - This program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis.
32nd Annual Conference (General Session I & II) - CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations.
Veterans Roundtable Group Meeting
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
CFA Society New York Book Club The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power
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.
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.
M&A Deal Structures: Key Concepts for Investment Bankers – Wall Street Prep
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
Financial & Valuation Modeling Boot Camp – Wall Street Prep
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Excel Visual Basic (VBA) for Finance – Wall Street Prep
Unlock the Power of Excel VBA and Become the Office Superhero What You'll Learn Start Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines. Immediately Use VBA [...]
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!
Modeling Multifamily Real Estate – Wall Street Prep
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
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.
Investment Strategy Roundtable
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.
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.
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.
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.
Fintech Leadership Group Meeting
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
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!
August 2022
CFA Society New York Book ClubNoise: A Flaw in Human Judgment
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.
October 2022
CFA Society New York Book Club The Death of the Banker: The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor
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.
December 2022
CFA Society New York Book Club Winning Now, Winning Later: How Companies Can Succeed in the Short Term While Investing for the Long Term
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.