Upcoming Programs for Members

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

Monday July 6 9:00 AM - Wednesday July 8 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, Research Analysts

Managing Institutional Alternative Investment Portfolios: Asset Allocation, Execution & Governance

Tuesday July 7 5:30 PM - 8:00 PM • Natixis Conference Center

An Invitation-Only, CIO Speaker Series; Co-Sponsored by Natixis Global Asset Management. This event sold out, if you would like to be added to the waiting list please ema...

Alternative Investments, Conference, Global Investing, Programs for Members

CFA Institute Research Foundation presents: The New Economics of Liquidity and Financial Frictions

Tuesday July 14 6:00 PM - 8:00 PM • NYSSA Conference Center

The New Economics of Liquidity and Financial Frictions is a book about a new branch of economics that is largely a synthesis of macro and finance. In many wa...

Programs for Members, Seminar, Value Investing

NYSSA Toastmasters

Tuesday July 14 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 July 15 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

NYSSA Investment Strategy Roundtable®

Thursday July 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 July 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

Greece: What's Next?

Monday July 27 5:45 PM - 8:00 PM • NYSSA Conference Center

Greece is on the precipice of a financial meltdown and the faultlines in the European systems are deeper than ever. After 5 years of kicking the can down the road, the Euro...

Conference, Global Investing, Programs for Members

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

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

This course has been cancelled. Click here for additional Professional Development courses.

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

The Executive Athlete-Optimizing Your Competitive Edge

Wednesday July 29 6:00 PM - 7:30 PM • NYSSA Conference Center

This talk is designed to help leaders increase their competitive advantage. Sonya draws from her experience as an Olympic class skier to provide insight into the techniqu...

Programs for Members, Seminar

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Wednesday August 5 7:00 PM - 10:00 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

NYSSA Market Forecast™: Investing In A Multi Speed World

Thursday August 6 11:30 AM - 2:00 PM • NYSSA Conference Center

View In-Person Program Details View LiveStream Program Details As the US prepares to raise interest rates, as Europe embraces QE, as China's econom...

NYSSA Market Forecast™, Programs for Members, Seminar

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

Monday August 10 7:00 PM - Wednesday August 12 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, Research Analysts

NYSSA Toastmasters

Wednesday August 12 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

Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing

Monday August 17 7:00 PM - 10:00 PM •

Research produced by many analysts relies almost entirely on information provided by the companies they cover, which is not only biased but lacks the unique insights re...

Professional Development, Programs for Members, Research Analysts

NYSSA Investment Strategy Roundtable®

Thursday August 20 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 August 24 7:00 PM - Wednesday August 26 9:00 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, Research Analysts

NYSSA Toastmasters

Tuesday August 25 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

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

Monday August 31 7:00 PM - Wednesday September 2 9:00 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

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

Tuesday September 8 9:00 AM - Thursday September 10 11:00 AM •

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, Research Analysts

NYSSA Toastmasters

Wednesday September 9 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

Venture Capital Investing: Participating Preferred Securities

Tuesday September 15 9:00 AM - 5:00 PM • NYSSA Conference Center

  In the first part of this course, we discuss the complex nuances associated with analyzing and valuing emerging markets and private companies. We dive dee...

Hamilton Lin, Online Course, Online PD, Professional Development, Programs for Members

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Tuesday September 15 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

NYSSA Investment Strategy Roundtable®

Thursday September 17 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: Identify & Monitor a Stock's Critical Factors WEBINAR

Tuesday September 22 9:00 AM - Thursday September 24 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, Research Analysts

NYSSA Toastmasters

Thursday September 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

Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing

Monday September 28 9:00 AM - 12:00 PM •

Research produced by many analysts relies almost entirely on information provided by the companies they cover, which is not only biased but lacks the unique insights re...

Professional Development, Programs for Members, Research Analysts

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

Tuesday September 29 9:00 AM - Thursday October 1 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, Research Analysts

M&A Deal Structuring & Merger Modeling

Thursday October 1 9:00 AM - 5:00 PM • NYSSA Conference Center

Asmarkets rebound from the credit crisis, merger activity has heated up. Tobetter evaluate merger activities, learn how to utilize the advanced tools andanalyses of M&A...

Hamilton Lin, Professional Development, 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

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

Tuesday October 6 9:00 AM - Thursday October 8 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, Research Analysts

NYSSA Toastmasters

Thursday October 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 Investment Strategy Roundtable®

Thursday October 15 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 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

NYSSA Toastmasters

Tuesday October 27 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

How to Analyze a 10-K

Monday November 2 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...

Hamilton Lin, Professional Development, Programs for Members

Fundamentals of Financial Modeling and DCF Analysis

Tuesday November 3 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, Hamilton Lin, Professional Development, Programs for Members

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

Wednesday November 4 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 fina...

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

NYSSA Toastmasters

Tuesday November 17 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 Investment Strategy Roundtable®

Thursday November 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

  
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