Upcoming Programs for Members

Spring 2015 ETP Forum NYC

Wednesday April 1 8:00 AM - 6:30 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

SumZero’s 1st: What Will Warren Buffett Buy Next Challenge

Wednesday April 1 8:00 AM - Sunday May 3 10:30 PM • NYSSA Conference Center

SumZero’s first research initiative open to the investing public, is designed to foster intelligent discussion on Warren Buffett’s next investment through Ber...

Other Industry Events, Programs for Members, Seminar

Sustainable Investing Committee Brown Bag

Wednesday April 1 12:00 PM - 1:30 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’s m...

Committee Meeting, Programs for Members, Sustainable Investing

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

Monday April 6 7:00 PM - Wednesday April 8 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

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

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 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

Small Cap Value Idea Meeting

Tuesday April 21 12:00 PM - 1:30 PM • NYSSA Conference Center

This is a collaborative idea meeting, each participant will present what they view as an actionable fundamental analysis based small cap value idea. Due to time and space r...

Committee Meeting, Programs for Members, Value Investing

Latest Research and Implementation of ESG Factors in Managing Equity Portfolios

Wednesday April 22 8:00 AM - 10:30 PM • NYSSA Conference Center

Investment strategies that rely on Environmental, Social and Governance (ESG) factors have grown in popularity over the past few years, and these strategies currently accou...

Programs for Members, Seminar, Sustainable Investing

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

Save the Date: Is the “New Normal” keeping you awake at night?

Wednesday April 29 6:00 PM - 8:00 PM • NYSSA Conference Center

One of Davos 2015 central segments was – “Volatility as the New Normal in Financial Markets”.With the recent fluctuations in energy prices and currency ra...

Professional Development, Programs for Members, Seminar

Performance & Risk Analytics Committee Meeting

Wednesday April 29 6:00 PM - 8:00 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

Real Estate: Can the Momentum Continue?

Thursday April 30 5:45 PM - 8:00 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

Fundamentals of 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

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

Monday May 4 7:00 PM - Wednesday May 6 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

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

NYSSA Celebrates Ben Graham’s 121st Birthday

Wednesday May 6 8:00 AM - 2:40 PM • NYSSA Conference Center

    Tweet #NYSSABG121 Celebrate the 121st birthday of NYSSA Founder Benjamin Graham by exploring the many ways the value investing philosophy has ...

Programs for Members, Seminar, Value Investing

How to Analyze a 10-K

Wednesday May 6 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

NYSSA Toastmasters

Wednesday May 6 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

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, to name a few, require the use of a volatility measure.How you measure and forecast...

Professional Development, Programs for Members

Insurance Primer and Insurance Modeling

Thursday May 7 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

Bank Industry Primer and Bank Modeling

Monday May 11 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

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

Monday May 11 7:00 PM - Wednesday May 13 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

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

Remembering William Hayes

Tuesday May 12 6:00 PM - 8:00 PM • NYSSA Conference Center

Please join us to remember and celebrate the life of long-time NYSSA member William Hayes who passed away peacefully on March 18, 2015, aged 79.  A true gent...

Programs for Members, Seminar

Financial Reporting and Analysis Committee Meeting

Wednesday May 13 5:30 PM - 7:00 PM • NYSSA Conference Center

Please join the NYSSA’s Financial Reporting and Analysis Committee (FRAC) for a meeting on May 13, 2015 from 5:30 to 7:00 pm.All NYSSA interested members are invi...

Committee Meeting, Financial Reporting and Analysis, Programs for Members

Macroeconomic Investing/Trading Strategies

Thursday May 14 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

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

NYSSA Toastmasters

Monday May 18 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: Communicate Unique Stock Calls Successfully So Others Take Action WEBINAR

Monday May 18 7:00 PM - Wednesday May 20 9:30 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

Alpha Seeking Females- In a Male Dominated World of Finance

Wednesday May 20 6:00 PM - 8:00 PM • NYSSA Conference Center

The event will present three very successful women and what it took them to achieve success and their accomplishments in the present financial world.They will discuss what ...

Programs for Members, Seminar

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Wednesday May 27 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

Top Tips for Great Research Reports—Part 1: Writing for Impact

Wednesday May 27 9:00 AM - 12:30 PM • NYSSA Conference Center

Tosucceed as an analyst in today’s job market, you must know how to write reportsthat are clear, concise, and convincing. No matter how smart you are, yourinvestmen...

Professional Development, Programs for Members, Research Reports

Top Tips for Great Research Reports—Part 2: How and When to Communicate Research

Wednesday May 27 1:30 PM - 5:00 PM • NYSSA Conference Center

Get an insider’s look at the nuances of researchreport writing from a former research analyst with over 20 years of experience.Analysts do a tremendous amount of wo...

Professional Development, Programs for Members, Research Reports

Top Tips for Great Research Reports—Part 3: Presenting Research Ideas Orally

Wednesday May 27 5:30 PM - 8:30 PM • NYSSA Conference Center

Analysts have to present their ideas orally in a number of settings, notably the morning call (for sales) and directly to clients. This course focuses on how to succinc...

Professional Development, Programs for Members, Research Reports

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

Tuesday June 2 9:00 AM - Thursday June 4 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

NYSSA Toastmasters

Wednesday June 3 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: Maximize Your Time for Alpha Generation WEBINAR

Monday June 8 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

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

NYSSA Toastmasters

Tuesday June 16 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

REIT Modeling

Tuesday June 23 9:00 AM - 5:00 PM • NYSSA Conference Center

Build a fully integrated, scalable, REIT financial model including detailed build-up by internal growth, acquisitions, dispositions, and new development. Consolidate the va...

Professional Development, Programs for Members

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

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

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

Tuesday July 28 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, Online Course, Online PD, Professional Development, Programs for Members

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...

Online Course, Online PD, 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

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...

Professional Development, 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

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...

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

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