Upcoming Programs for Members

2015 Annual Market Dinner

Tuesday January 27 5:00 PM - 8:30 PM • The Westin Boston Waterfront

This event has been postponed due to weather. A new date will be announced soon. The Boston Security Analysts Society is pleased to announce the 2015 BSAS Annual Marke...

Conference, Other Industry Events, Programs for Members

Mexico Business Investment Forum at NASDAQ

Wednesday January 28 7:30 AM - 12:00 PM • NASDAQ

The US-Mexico Chamber of Commerce, NE Chapter is hosting an event at NASDAQ titled “The Mexico Business and Investment Forum.”  This conference w...

Conference, Other Industry Events, Programs for Members

2015 Investment Outlook

Wednesday January 28 4:30 PM - 7:15 PM • Bloomberg Headquarters

As the 2015 calendar year approaches, many investors are considering how changes in the global market environment will impact their investments and strategy. The collapse...

Conference, Programs for Members

NYSSA Career Chat™: How to Prepare for Your Next Job

Wednesday January 28 6:00 PM - 8:00 PM • NYSSA Conference Center

The event will cover topics such as Job Market Intelligence overall, the role of recruiters, the importance of networking, how to change your career path, and discussions ...

Career Development, NYSSA Career Chat™, Programs for Members, Seminar

Special Situations Ideas Forum

Thursday January 29 6:00 PM - 7:30 PM • NYSSA Conference Center

We will discuss Atlas Energy Group (ATLS) for our next Special Situations Group meeting. Targa Resources Corp. (TRGP) will acquire the midstream assets of ATLS for $9.12 in...

Programs for Members, Seminar, Value Investing

Sustainable Investing Committee Meeting

Friday January 30 8:00 AM - 9:00 AM • NYSSA Conference Center

Monthly Committee Meeting. About this committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today&rsquo...

Committee Meeting, Programs for Members, Sustainable Investing

Research Analysts: Identify & Monitor a Stock's Critical Factors WEBINAR

Monday February 2 7:00 PM - Wednesday February 4 9:00 PM •

Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their univ...

Professional Development, Programs for Members

The Flattening of Wall Street Research

Tuesday February 3 8:30 AM - 10:30 AM • NYSSA Conference Center

Featuring Barry Ritholtz, CIO of Ritholtz Wealth Management, Bloomberg View Columnist  The creation and delivery of investment research has been caught betw...

Institutional Asset Management, Programs for Members, Seminar

NYSSA Toastmasters

Tuesday February 3 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

Alternative Investments Committee Meeting

Thursday February 5 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The committee provides a forum for the discussion and analysis of nontraditional investment approaches, including all for...

Alternative Investments, Committee Meeting, Programs for Members

Sustainable Investing Committee Meeting

Tuesday February 10 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Committee Meeting. About this committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today&rsquo...

Committee Meeting, Programs for Members, Sustainable Investing

Research Analysts: Apply Practical Valuation Techniques for More Accurate Price Targets WEBINAR

Tuesday February 10 7:00 PM - Thursday February 12 9:30 PM •

When generating price targets, analysts too often spend all of their effort on the financial forecast while leaving the valuation multiple as an afterthought, which can...

Professional Development, Programs for Members

Research Analysts: Master the Stock Call Techniques of Highly Experienced Analysts WEBINAR

Tuesday February 17 7:00 PM - Thursday February 19 9:30 PM •

Early in their career, many analysts make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a thorough valu...

Professional Development, Programs for Members

2nd Annual US-Mexico Real Estate Investment Summit

Thursday February 19 8:00 AM - 1:45 PM • The New York Athletic Club

The US-Mexico Chamber of Commerce NE Chapter, a non-profit business organization, and Inmobiliare, Mexico’s leading Real Estate magazine, are hosting their ...

Conference, Other Industry Events, Programs for Members

Career Development Committee Meeting

Thursday February 19 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly membership. About this committee The Career Development committee develops programs to help members excel during all stages of their careers and adjust to changes...

Career Development, Committee Meeting, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday February 19 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

Research Analysts: Communicate Unique Stock Calls Successfully So Others Take Action WEBINAR

Monday February 23 9:00 AM - Wednesday February 25 12:00 PM •

Portfolio managers want unique forward-looking insights communicated in an easy-to-digest manner. And yet, in our study of PMs around the world, they criticize that ove...

Professional Development, Programs for Members

Private Wealth Panama Forum

Wednesday February 25 9:00 AM - 5:00 PM • Riu Plaza Panama

Panama’s leading Private Wealth Management Forum Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits...

Conference, Other Industry Events, Programs for Members

NYSSA Toastmasters

Wednesday February 25 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

NYSSA Friday Career Coffee™: Catapult your Career Forward by Using Persuasive Communication

Friday February 27 8:00 AM - 9:00 AM • NYSSA Conference Center

Do you wish you could be more influential at work? Do you want to know how to negotiate your next big salary, promotion or bonus? Do you want people to perk up and list...

Career Development, Friday Career Coffee®, Programs for Members, Seminar

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Monday March 2 7:00 PM - 10:00 PM •

Unseen psychological factors can negatively influence analysts when recommending stocks, revising earnings models, and writing research reports. Even the best stock picke...

Professional Development, Programs for Members

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Wednesday March 4 9:00 AM - 12:00 PM •

Is your daily workflow preventing you from gaining an edge in generating alpha? Distractions such as an overfilled inbox, non-stop news alerts and too many unnecessary c...

Professional Development, Programs for Members

Research Analysts: Identify & Monitor a Stock's Critical Factors WEBINAR

Monday March 9 9:00 AM - Wednesday March 11 11:00 AM •

Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their univ...

Professional Development, Programs for Members

Sustainable Investing Committee Meeting

Tuesday March 10 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Committee Meeting. About this committee This committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today&rsquo...

Committee Meeting, Programs for Members, Sustainable Investing

NYSSA Toastmasters

Wednesday March 11 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

Financial Shenanigans: Detecting Accounting Gimmicks & Fraud in Financial Reports

Thursday March 12 12:00 PM - 1:00 PM • NYSSA Conference Center

Howard Schilit and Jeremy Perler will discuss accounting tricks that can allow companies to overstate their financial health, including revenues, profits, cash fl...

Programs for Members, Seminar, Value Investing

Research Analysts: Apply Practical Valuation Techniques for More Accurate Price Targets WEBINAR

Monday March 16 9:00 AM - Wednesday March 18 11:00 AM •

When generating price targets, analysts too often spend all of their effort on the financial forecast while leaving the valuation multiple as an afterthought, which can...

Professional Development, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday March 19 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

Research Analysts: Master the Stock Call Techniques of Highly Experienced Analysts WEBINAR

Monday March 23 9:00 AM - Wednesday March 25 11:00 AM •

Early in their career, many analysts make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a thorough valu...

Professional Development, Programs for Members

NYSSA Toastmasters

Tuesday March 24 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

NYSSA Toastmasters

Wednesday April 8 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

Institutional Real Estate Latin America Forum: New York

Monday April 13 9:00 AM - Tuesday April 14 5:00 PM • The Sofitel Hotel

LatAm's Largest Real Estate Investor Gathering Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits, and ...

Conference, Other Industry Events, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday April 16 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

NYSSA Toastmasters

Thursday April 23 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speak...

Programs for Members, Toastmasters

68th CFA Institute Annual Conference

Sunday April 26 8:00 AM - Wednesday April 29 5:00 PM • Congress Center Messe Frankfurt

The flagship CFA Institute Annual Conference rotates continents each year and is one of the investment industry’s largest and longest-running educatio...

Conference, Other Industry Events, Programs for Members

Save the Date: Real Estate: Can the Momentum Continue?

Thursday April 30 6:00 PM - 7:30 PM • NYSSA Conference Center

Real estate has been one of the best performing asset classes during the last several years, yet institutional and individual investors remain underallocated to the sector....

Alternative Investments, Programs for Members, Seminar

Private Wealth Brazil Forum

Thursday May 14 9:00 AM - 5:00 PM • Renaissance Hotel

The Private Wealth Brazil Forum, organized by Latin Markets, is a Brazil focused international meeting for private bankers, UHNWIs, wealth managers, family busine...

Conference, Other Industry Events, Programs for Members

Private Equity Latin America Forum: New York

Monday June 8 9:00 AM - Tuesday June 9 5:00 PM • Harmonie Club

The 4th Annual Private Equity Latin America Forum is a meeting of the world’s largest international private equity managers and investors. The forum bring...

Conference, Other Industry Events, Programs for Members

Private Wealth Mexico Forum

Tuesday June 16 9:00 AM - 5:00 PM • Four Seasons Mexico City

Mexico's leading Private Wealth Management Forum Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits...

Conference, Other Industry Events, Programs for Members

Hedge Fund Americas Forum: New York

Thursday October 1 9:00 AM - Friday October 2 5:00 PM • Private Club

The Largest Hedge Fund Investor Forum in the Americas Latin Markets is the world’s leading provider of Latin America focused investment forums,regional s...

Conference, Other Industry Events, Programs for Members

Private Wealth Miami Forum

Tuesday October 20 9:00 AM - Wednesday October 21 5:00 PM • JW Marriott

LatAm’s leading event for Wealth Management Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summit...

Conference, Other Industry Events, Programs for Members

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