Upcoming 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

Excel Fundamentals for the Finance Professional

Wednesday March 4 9:00 AM - 4:00 PM • NYSSA Conference Center

This course has been cancelled. For more Professional Development courses click here.

Professional Development, Programs for Members

Sustainable Investing Committee Brown Bag

Wednesday March 4 12:00 PM - 1:30 PM • NYSSA Conference Center

The Sustainable Investing Committee will welcome CDP's new head of Research, James Magness, who will be available on March 4th at noon at NYSSA to brief us on t...

Committee Meeting, Programs for Members, Sustainable Investing

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. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

Performance & Risk Analytics Committee Meeting

Wednesday March 11 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly committee meeting. About this committee The Performance & Risk Analytics Committee brings together performance measurement professionals engaged in the...

Committee Meeting, Performance & Risk Analytics, Programs for Members

Financial Shenanigans: Detecting Accounting Gimmicks & Fraud in Financial Reports

Thursday March 12 12:00 PM - 2:00 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

Special Situations Ideas Forum

Thursday March 12 6:00 PM - 7:30 PM • NYSSA Conference Center

We will discuss FTD Companies Inc. (FTD), which is one the largest floral and gift retailers. FTD is an asset light business with barriers to entry from network effects. FT...

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

Macroeconomic Investing/Trading Strategies

Thursday March 19 9:00 AM - 5:00 PM • NYSSA Conference Center

It is self-evident that economic changes influence financial markets.  It is less understood, however, how exactly financial markets and economic activity interact. &n...

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

Credit Agreements/Covenants

Tuesday March 24 9:00 AM - 5:00 PM • NYSSA Conference Center

Analyze sections of debt agreements and legal and financial covenants, and understand the legal aspects of bank-issued debt and corporate bonds. In this course, you wi...

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. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

Institutional Asset Management Committee Meeting

Tuesday March 24 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly committee meeting. About this committee The committee brings together professionals engaged in the management, oversight, and/or advisement of institutional ...

Committee Meeting, Institutional Asset Management, Programs for Members

Career Development Committee Meeting

Wednesday March 25 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

MTA Annual Symposium 2015

Thursday March 26 9:00 AM - Friday March 27 5:00 PM • Convene

Over the course of two dynamic days we will explore the money management process from several vantage points. Our diverse range of presenters will look at the archite...

Conference, Programs for Members

Spring 2015 ETP Forum NYC

Wednesday April 1 7:30 AM - 7:00 PM • The New York Athletic Club

Exchange-Traded-Products (ETPs) have proven to be a valuable component for investors’ portfolios ranging from the most sophisticated institutional money manager...

Conference, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making: 2 Day Advanced Course

Wednesday April 8 9:00 AM - Wednesday April 15 5:00 PM • NYSSA Conference Center

Every financial activity, whether it is risk management, hedging or portfolio selection require the use of a volatility measure.  How you measure and forecast the vola...

Professional Development, Programs for Members

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. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

NYSSA Career Chat™: Careers in Motion

Friday April 10 8:30 AM - 9:30 PM • NYSSA Conference Center

This very volatile market, more and more professionals in the financial industry seek advice about their future and the future career, which changes with the new changes a...

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

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

Generating Alpha in Volatile Markets

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

Building off his presentation at the World Economic Forum, Anthony will explore the current sources of volatility in financial markets and discuss profitable inve...

Programs for Members, Seminar, Value Investing

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

Private Wealth Management Committee Meeting

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

Monthly Committee Meeting. The Private Wealth Management Committee addresses the needs of the private wealth management professional by providing a community for advisors ...

Committee Meeting, Private Wealth Management, Programs for Members

NYSSA Author Series™: Charlotte Beyer

Wednesday April 22 6:00 PM - 8:00 PM • NYSSA Conference Center

Wealth Management Unwrapped Charlotte B. Beyer will condense decades of thinking on wealth management into this evening’s presentation.  She thinks as a clien...

NYSSA Author Series™, Private Wealth Management, Programs for Members, Seminar, Value Investing

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. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

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

How to Analyze a 10-K

Monday April 27 2:00 PM - 5:00 PM • NYSSA Conference Center

Don’t make the mistake of going directly to the numbers and not reading the details of a company’s 10-K filing. Build the knowledge base and practice the skills...

Professional Development, Programs for Members

Bank Industry Primer and Basic Bank Modeling

Tuesday April 28 9:00 AM - 5:00 PM • NYSSA Conference Center

Balance sheet based companies, such as banks, play by different rules and methodologies based on the unique nature of their businesses. Understand how a bank model wor...

Professional Development, Programs for Members

Insurance Primer and Insurance Modeling

Wednesday April 29 9:00 AM - 5:00 PM • NYSSA Conference Center

Balance sheet–based companies, such as insurance companies, operate by different rules and methodologies according to the unique nature of their business. I...

Professional Development, 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

Basic Financial Modeling and DCF Analysis

Monday May 4 9:00 AM - 5:00 PM • NYSSA Conference Center

Financial statement modeling is the basis of all ensuing valuation modeling. With a focus on incorporating accounting knowledge, learn the mechanics of the model building p...

Financial Modeling & Analysis Tools, Professional Development, Programs for Members

Advanced Financial Modeling--Core Model -- IN-PERSON and ONLINE

Tuesday May 5 9:00 AM - 5:00 PM • NYSSA Conference Center

Take your modeling skills to the next level and gain a deeper understanding of financial modeling methodologies, techniques, and approaches. Build a fully integrated fi...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Thursday May 7 9:00 AM - 5:00 PM • NYSSA Conference Center

Every financial activity, whether it is risk management, hedging or portfolio selection require the use of a volatility measure.  How you measure and forecast the vola...

Professional Development, Programs for Members

Putting Investors First Viewing Party, a CFA Institute Initiative

Tuesday May 12 12:00 PM - 1:00 PM • NYSSA Conference Center

  Putting Investors First: Meeting the Investing and Communications Needs of the Next Generation of Clients Please join us at NYSSA to view CFA Institute’s liv...

Other Industry Events, Private Wealth Management, 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

Credit Risk Modeling in Excel and VBA: Default Risk and Prepayment Modeling

Tuesday June 9 9:00 AM - Wednesday June 10 5:00 PM • NYSSA Conference Center

In this post-credit crisis tough regulatory environment, it is more essential than ever to understand and quantify the risk of your portfolio. Understand the role of de...

Financial Modeling & Analysis Tools, Professional Development, 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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