Upcoming Programs for Members

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

Monday September 29 7:00 PM - Wednesday October 1 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

Financial Reporting and Analysis Committee Meeting

Tuesday September 30 4:30 PM - 7:00 PM •

The next Financial Reporting and Analysis Committee meeting will be held at the NYSSA offices at 1540 Broadway, Suite 1010, NY, NY. Joining us at the meeting will be Patric...

Committee Meeting, Financial Reporting and Analysis, Programs for Members

M&A Deal Structuring & Merger Modeling

Wednesday 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...

Professional Development, Programs for Members

Advanced Beta - A Fad or the Future?

Wednesday October 1 1:00 PM - 5:30 PM • Bloomberg Headquarters

Bloomberg and State Street Global Advisors cordially invite you to an ETF community forum: Discussion around the ETF market and it’s increasing footprint in the ...

Other Industry Events, Programs for Members, Seminar

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Tuesday October 7 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

NYSSA Toastmasters

Wednesday October 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

Cyber-Security and Technology Risk for Hedge-Funds and Hedge-Fund Investors

Thursday October 9 12:00 PM - 2:00 PM • NYSSA Conference Center

The SEC’s recent Cyber-Security Alert brought technology risks to the attention of many hedge funds.  However, technology risks extend well beyond just cybe...

Performance & Risk Analytics, Portfolio & Risk Management, Programs for Members, Seminar

NYSSA Friday Career Coffee™: How Changing Jobs Can Reawaken Your Career

Friday October 10 8:00 AM - 9:00 AM • NYSSA Conference Center

A job change can be a good thing—both for person changing their job and the economy.  The reason people remain stuck in one job is fear and a lack of informati...

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

Membership Committee Meeting

Tuesday October 14 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee This committee reviews and approves all prospective member applications and makes recommendations to the Board of Directo...

Committee Meeting, Membership, Programs for Members

Value Investing Committee Meeting

Wednesday October 15 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly committee meeting. About this committee The Value Investing Committee provides a forum for the application and modification of Benjamin Graham’s princi...

Committee Meeting, Programs for Members, Value Investing

NYSSA Investment Strategy Roundtable®

Thursday October 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

Credit Agreements/Covenants

Tuesday October 21 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 Author Series™: Social Media Strategies for Investing

Tuesday October 21 12:30 PM - 2:00 PM • NYSSA Conference Center

The presentation will provide a short history of the regulatory and business events that led to the emergence of modern social finance offer instruction on how to use Twi...

NYSSA Author Series™, Programs for Members, Seminar

Institutional Asset Management Committee Meeting

Tuesday October 21 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

Tuesday October 21 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

Volatility Modeling – A Practical Approach for Decision Making

Wednesday October 22 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

NYSSA Toastmasters

Wednesday October 22 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

Private Wealth Management Committee Meeting

Wednesday October 22 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™: A Fireside Chat with William Thorndike and William Cohan

Thursday October 30 6:00 PM - 8:00 PM • NYSSA Conference Center

A private equity veteran and founder of Housatonic Partners, William Thorndike inthe most successful publicly traded companies today, The Outsiders is adamant that...

NYSSA Author Series™, Programs for Members, Seminar

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Tuesday November 4 9:00 AM - 12:00 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

NYSSA Toastmasters

Tuesday November 4 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

MIS Training Institute's FinSec 2014

Wednesday November 5 8:00 AM - Thursday November 6 5:00 PM • Omni Berkshire Place Hotel

Securing your organization's financial data and information becomes an increasingly daunting and complex responsibility as the threat landscape continues to rapidly evolve....

Other Industry Events, Programs for Members

Advanced LinkedIn “Intensive”: Jump-start Your Career

Wednesday November 5 8:30 AM - 12:00 PM • NYSSA Conference Center

LinkedIn is now an essential tool for job-seekers and career-advancers: Those who are well versed are reaching their career goals more quickly. But even regular Linked...

Career Development, Programs for Members, Seminar

SAVE THE DATE: Second Annual Global Infrastructure Conference

Thursday November 6 8:00 AM - 5:00 PM • NYSSA Conference Center

The World Economic Forum in June reported a trillion-dollar gap in infrastructure spending globally.  In America, a country facing what has been termed a legitimate ...

Conference, Global Investing, Programs for Members

Fundamentals of Hedge Fund Due Diligence

Tuesday November 11 9:00 AM - 5:00 PM • NYSSA Conference Center

A professional hedge fund allocator reviews “must ask” questions for any potential hedge fund investor as well as best practices from the hedge fund manager per...

Professional Development, Programs for Members

Membership Committee Meeting

Wednesday November 12 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee This committee reviews and approves all prospective member applications and makes recommendations to the Board of Directo...

Committee Meeting, Membership, Programs for Members

How to Analyze a 10-K -- IN-PERSON and ONLINE

Monday November 17 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 skil...

Financial Reporting and Analysis, Online Course, Online PD, Professional Development, Programs for Members

NYSSA Author Series™: Lawrence Cunningham, Berkshire Beyond Buffett

Monday November 17 6:00 PM - 8:00 PM • NYSSA Conference Center

Averaging close to 20% annual growth in book value for the last 49 years, Berkshire Hathaway is a blue chip stock led by its CEO, legendary investor Warren Buffett.  ...

Asset Classes, Industries, & Fundamentals, Corporate Governance, NYSSA Author Series™, Programs for Members, Seminar, Value Investing

Basic Financial Modeling and DCF Analysis

Tuesday November 18 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

Career Development Committee Meeting

Tuesday November 18 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

Institutional Asset Management Committee Meeting

Tuesday November 18 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

Save the Date: 3rd ETP Trading & Investing Forum

Wednesday November 19 9:00 AM - 5:30 PM • NYSSA Conference Center

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

Conference, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Wednesday November 19 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

NYSSA Toastmasters

Wednesday November 19 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 Investment Strategy Roundtable®

Thursday November 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

NYSSA Friday Career Coffee™: Don't Lose Sleep over Insomnia

Friday November 21 8:00 AM - 9:00 AM • NYSSA Conference Center

Jobs in the financial services industry are notorious for being highly stressful. This presentation will introduce Wall Street executives to healthy ways to cope with the...

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

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

Tuesday December 2 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 financ...

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

SAVE THE DATE: Systemic Risk Conference

Wednesday December 3 8:00 AM - 2:00 PM • NYSSA Conference Center

What are the odds of financial collapse? NYSSA in collaboration with CFA Institute is hosting a half-day conference that brings together experts from different orga...

Conference, Market Integrity, Programs for Members

SAVE THE DATE: From Italy … with Value! Webinar

Wednesday December 3 12:00 PM - 2:00 PM • NYSSA Conference Center

This is a streamed webinar from Italy. Join us at NYSSA’s location to view this webinar. The finance world has maligned Italy as a debt-laden peripheral European Uni...

Global Investing, Programs for Members, Sustainable Investing

NYSSA Toastmasters

Monday December 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

Insurance Primer and Insurance Modeling

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

Balancesheet–based companies, such as insurance companies, operate by different rulesand methodologies according to the unique nature of their business. Inthis cours...

Professional Development, Programs for Members

Macroeconomic Investing/Trading Strategies

Thursday December 11 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

Career Development Committee Meeting

Tuesday December 16 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 Toastmasters

Thursday December 18 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 Investment Strategy Roundtable®

Thursday December 18 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

SAVE THE DATE: NYSSA Market Forecast™

Thursday January 8 11:30 AM - 2:00 PM • NYSSA Conference Center

Since 1998, NYSSA has provided investors with the leading independent forum on major economic, geo political and financial market matters. Moderated by Vinny Catalano, key ...

NYSSA Market Forecast™, Programs for Members, Seminar

Institutional Asset Management Committee Meeting

Tuesday January 20 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

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