Upcoming Programs

CFA® Level III Weekly Review – Session A Tuesdays

Tuesday January 7 5:45 PM - Tuesday May 6 9:00 PM • NYSSA Conference Center

You can still catch up with videos. Call us for availability – (212) 541-4530 This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who ha...

CFA Level III Preparation

CFA® Level II Weekly Review – Session A Wednesdays

Wednesday January 8 5:45 PM - Wednesday April 30 9:00 PM • NYSSA Conference Center

You can still catch up with videos. This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more th...

CFA Level II Preparation

CFA® Level I Weekly Review - Session A Thursdays

Thursday January 9 5:45 PM - Thursday May 8 9:00 PM • NYSSA Conference Center

You can still catch up with videos. This course is taught by NYSSA instructor Carl Crego, who is a CFA charterholder himself and has 24 years of experience teach...

June CFA Level I Preparation

CFA® Level I Weekly Review - Session B Wednesdays

Wednesday January 22 5:45 PM - Wednesday May 14 9:00 PM • St. John’s University

This course is taught by NYSSA instructor Carl Crego, who is a CFA charterholder himself and has 24 years of experience teaching all three levels of the CFA...

June CFA Level I Preparation

CFA® Level III Weekly Review – Session B Thursdays

Thursday January 23 5:45 PM - Thursday May 15 9:00 PM • 1540 Broadway (8th Floor)

Call us for availability – (212) 541-4530 This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself...

CFA Level III Preparation

CFA® Level II Weekly Review – Session B Mondays

Monday January 27 5:45 PM - Monday May 12 9:00 PM • NYSSA Conference Center

This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teach...

CFA Level II Preparation

CFA® Level III 6-Week Sunday Condensed Review

Sunday March 16 9:00 AM - Sunday May 4 5:00 PM • NYSSA Conference Center

Get thorough CFA instruction that works with your schedule. Take our 6-Week Saturday Condensed Review course. With more than 16 years of experience teaching CFA exa...

CFA Level III Preparation, Condensed

CFA® Level II 6-Week Saturday Condensed Review

Saturday March 22 9:00 AM - Saturday May 3 5:00 PM • NYSSA Conference Center

Get thorough CFA instruction that works with your schedule. Take our 6-Week Saturday Condensed Review course. With more than 16 years of experience teaching CFA exam pr...

CFA Level II Preparation

Investing in Mongolia Conference

Thursday April 24 8:30 AM - 4:45 PM • NYSSA Conference Center

The New York Society of Security Analysts (NYSSA) will hold its second conference on investing in Mongolia following the great success of the first Investing in Mongoli...

Conference, Global Investing, Industry Conference

Market Integrity Committee Meeting

Thursday April 24 6:00 PM - 7:00 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The Market Integrity committee focuses on the following areas: Advocacy - Building relationships and identifying, rese...

Committee Meeting, Market Integrity, Programs for Members

NYSSA Toastmasters

Thursday April 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 spe...

Programs for Members, Toastmasters

Claritas Test Preparation Program

Tuesday April 29 6:00 PM - Tuesday June 24 8:30 PM • NYSSA Conference Center

CFA Institute is well known for increasing the knowledge of over 100,000 investment decision makers through its CFA program. NYSSA is well known for its CFA exam ...

Claritas, Professional Development

Macroeconomic Investing/Trading Strategies

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

It is self-evident that economicchanges influence financial markets.It is less understood, however, howexactly financial markets and economic activity interact.In this cour...

Professional Development

TSX Africa & Latin American Energy Investor Day

Thursday May 1 •

Toronto Stock Exchange  will host an investor day showcasing premier oil and gas companies with assets in the burgeoning jurisdictions of Africa and Latin America. Pre...

Other Industry Events

What is the Future of Finance?

Thursday May 1 8:30 AM - 1:00 PM • NYSSA Conference Center

The last fifteen years have been some of the most trying in financial history. It’s been full of real-life drama suitable for the big screen: the dot-com crash, the housing bubble,...

Market Integrity, Programs for Members, Seminar

Advanced Risk and Portfolio Management (ARPM) Bootcamp by Attilio Meucci

Thursday May 1 8:30 AM - 6:00 PM • New York University

6-day intensive course "Advanced Risk and Portfolio Management Bootcamp" by Attilio Meucci The ARPM Bootcamp provides in-depth understanding of buy-side modeling from...

Other Industry Events

Financial Reporting and Analysis Committee Meeting

Thursday May 1 5:30 PM - 7:00 PM •

The next Financial Reporting and Analysis Committee meeting will be held at 445 Park Avenue in New York. Joining us at the meeting will be several financial reporting analy...

Committee Meeting, Financial Reporting and Analysis, Programs for Members

4th Annual Executive MBA Forum

Thursday May 1 6:00 PM - 8:00 PM • NYSSA Conference Center

Gettingan MBA can be difficult if you’re an experienced senior-level professional.Full-time study would interrupt your career and part-time study would conflictwith y...

Career Development, Programs for Members, Seminar, Student

Bank Industry Primer and Basic Bank Model

Tuesday May 6 9:00 AM - 5:00 PM • NYSSA Conference Center

Balance sheet–based companies, such as banks, playby different rules and methodologies based on the unique nature of theirbusinesses. Understand how a bank model work...

Financial Modeling & Analysis Tools, Professional Development

Private Wealth Management Committee Meeting

Tuesday May 6 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

Membership Committee Meeting

Tuesday May 6 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

Wednesday May 7 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

NYSSA Celebrates Ben Graham’s 120th Birthday

Thursday May 8 8:00 AM - 2:00 PM • NYSSA Conference Center

Celebrate the birthday of NYSSA Founder Benjamin Graham by exploring the many facets of value investing that he helped to develop. From his days managing the Graham-Newman ...

Global Investing, Portfolio & Risk Management, Programs for Members, Seminar, Sustainable Investing, Value Investing

CFA® Level II Problem Solving Workshop

Saturday May 10 9:00 AM - 6:00 PM • NYSSA Conference Center

Instructor Nathan Ronen is once again conducting an intensive one-day problem-solving session. From 9:00 a.m. to 6:00 p.m., he will be going over as many CFA-type p...

CFA Level II Preparation, Problem Solving

Sustainable Investing: Perspectives and Opportunities

Tuesday May 13 8:30 AM - 3:00 PM • NYSSA Conference Center

View Agenda Sustainable investing is the mega trend of our time. In the face of unprecedented challenges, the world relies on the mechanisms and transformative capacity of...

Conference, Seminar, Sustainable Investing

Which MBA? Online Fair

Wednesday May 14 7:00 AM - Saturday May 17 1:00 PM •

Take the next step towards your MBA Meet international business schools at The Economist’s Which MBA? Online Fair Chat from anywhere Talk online with admissions ...

Other Industry Events

NYSSA Toastmasters

Wednesday May 14 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 spe...

Programs for Members, Toastmasters

CFA® Level II 4-Day Boot Camp

Thursday May 15 9:00 AM - Sunday May 18 5:00 PM • NYSSA Conference Center

You’ve put in months of intensive studying—don’t let it go to waste. Right before the exam, take NYSSA’s 4-Day CFA Boot Camp. This comprehen...

Boot Camp, CFA Level II Preparation

CFA® Level I 4-Day Boot Camp

Thursday May 15 9:00 AM - Sunday May 18 5:00 PM • NYSSA Conference Center

You’ve put in months of intensive studying—don’t let it go to waste. Right before the exam, take NYSSA’s 4-Day CFA Boot Camp. This compreh...

Boot Camp, June CFA Level I Preparation

NYSSA Investment Strategy Roundtable®

Thursday May 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

CFA® Level I Live Mock Exam

Monday May 19 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Preparation, June CFA Level I Preparation, Mock Exam

CFA® Level II Live Mock Exam

Monday May 19 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It h...

CFA Level II Preparation, Mock Exam

CFA® Level III Live Mock Exam

Monday May 19 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level III Preparation, Mock Exam

Social Media’s Impact on News, Advertising, and Financial Markets

Tuesday May 20 11:30 AM - 12:45 PM • NYSSA Conference Center

We will explore thelatest trends in social media and how the media business is adapting in orderto reach consumers.More specifically,we will examine how social media is c...

Programs for Members, Seminar, Technology

Career Development Committee Meeting

Tuesday May 20 6:30 PM - 7:30 PM • NYSSA Conference Center

Monthly membership. The Career Development committee develops programs to help members excel during all stages of their careers and adjust to changes in the financial indu...

Career Development, Committee Meeting, Programs for Members

Institutional Asset Management Committee Meeting

Wednesday May 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

Market Integrity Committee Meeting

Thursday May 22 6:00 PM - 7:00 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The Market Integrity committee focuses on the following areas: Advocacy - Building relationships and identifying, rese...

Committee Meeting, Market Integrity, Programs for Members

NYSSA Friday Career Coffee™: Successfully Transitioning to Private Wealth Management

Friday May 23 8:00 AM - 9:00 AM • NYSSA Conference Center

Managing your career long term has become more strategic over the past decade as Wall Street goes through a transition. Sometimes it means leaving behind what you know an...

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

CFA® Level II Live Mock Exam

Saturday May 24 8:00 AM - 4:00 PM • NYSSA Conference Center

Please email education@nyssa.org to be added to waitlist. To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA®...

CFA Level II Preparation, Mock Exam

CFA® Level III Live Mock Exam

Saturday May 24 8:00 AM - 4:00 PM • NYSSA Conference Center

Please email education@nyssa.org to be added to waitlist. To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA®...

CFA Level III Preparation, Mock Exam

CFA® Level I Live Mock Exam

Saturday May 24 8:00 AM - 4:00 PM • NYSSA Conference Center

Please email education@nyssa.org to be added to waitlist. To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exa...

CFA Level I Preparation, June CFA Level I Preparation, Mock Exam

CFA® Level II Live Mock Exam

Sunday May 25 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level II Preparation, Mock Exam

CFA® Level I Live Mock Exam

Sunday May 25 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Preparation, June CFA Level I Preparation, Mock Exam

CFA® Level III Live Mock Exam

Sunday May 25 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level III Preparation, Mock Exam

CFA® Level I Problem Solving Workshop

Monday May 26 9:00 AM - 5:00 PM • NYSSA Conference Center

Attend NYSSA’s intensive one-day problem-solving session. Instructor Carl Crego, PhD, CFA, will be reviewing CFA-type problems to improve your ability to correc...

CFA Level I Preparation, June CFA Level I Preparation, Problem Solving

CFA® Level I Live Mock Exam

Tuesday May 27 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Preparation, June CFA Level I Preparation, Mock Exam

CFA® Level II Live Mock Exam

Tuesday May 27 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level II Preparation, Mock Exam

CFA® Level III Live Mock Exam

Tuesday May 27 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It hel...

CFA Level III Preparation, Mock Exam

Portfolio Performance and Attribution Analysis

Wednesday May 28 9:00 AM - 5:00 PM • NYSSA Conference Center

Performance and attribution are essential concepts to understand in the asset management world. Yet, some performance calculation (e.g. Modified Dietz, time-weighted ra...

Professional Development

FREE CFA® Level I Sample Class

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

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic exam...

CFA Level I Preparation, December CFA Level I Preparation, Sample Class

Basic Financial Modeling and DCF Analysis

Thursday May 29 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

NYSSA Toastmasters

Thursday May 29 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 spe...

Programs for Members, Toastmasters

Membership Committee Meeting

Tuesday June 3 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

FOREX Markets: Trading, Regulations, and Risk

Wednesday June 4 9:00 AM - 5:00 PM • NYSSA Conference Center

The currency market is the largest market and dwarfs any other market. Its daily average trading volume is $5.3 trillion (according to Bank International Settlements, April...

Professional Development

NYSSA Toastmasters

Tuesday June 10 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 spe...

Programs for Members, Toastmasters

High Yield Bond Tutorial

Wednesday June 11 11:30 AM - 3:15 PM • NYSSA Conference Center

You may be interested in: The 24th Annual High Yield Bond Conference on June 12, 2014 This half-day program will quickly get you up to speed on operating in the high ...

Portfolio & Risk Management, Professional Development, Seminar

24th Annual High Yield Bond Conference

Thursday June 12 8:30 AM - 4:30 PM • NYSSA Conference Center

Agenda | Speakers----> You may be interested in: The High Yield Bond Tutorial on June 11, 2014. Designed by high yield veterans who know the businessinsid...

Conference, Portfolio & Risk Management

In the Crosshairs: The Department of Justice and the SEC Focus on Insider Trading

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

A former federal prosecutor and former SEC trial enforcement attorney will examine the federal government’s ongoing campaign against insider trading and securities fr...

Industry Conference, Seminar, Value Investing

SAVE THE DATE: NYSSA Distinguished Speaker Series: Ed Altman

Monday June 16 12:00 PM - 2:00 PM • NYSSA Conference Center

Current Conditions and Outlook for Global Credit Markets Professor Edward Altman, one of the world's leading experts on credit markets and credit risk management will give...

Investment Strategy, Programs for Members, Seminar

Career Development Committee Meeting

Tuesday June 17 6:30 PM - 7:30 PM • NYSSA Conference Center

Monthly membership. The Career Development committee develops programs to help members excel during all stages of their careers and adjust to changes in the financial indu...

Career Development, Committee Meeting, Programs for Members

Institutional Asset Management Committee Meeting

Wednesday June 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

NYSSA Investment Strategy Roundtable®

Thursday June 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

Best-Practice EVA for Investors

Tuesday June 24 8:00 AM - 10:00 AM • NYSSA Conference Center

EVA, or economic value added, is a required topic on the CFA Level II Exam. But many securities analysts really do not have a good idea of how powerful EVA can be, or has b...

Programs for Members, Seminar

Portfolio Optimization and Efficient Frontier Modeling

Tuesday June 24 8:30 AM - Wednesday June 25 5:00 PM • NYSSA Conference Center

Current tough market conditions require an understanding of how to maximize your portfolio returns. Explore and model portfolio optimization techniques in the efficient...

Financial Modeling & Analysis Tools, Professional Development

How Does ESG Affect VaR?

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

In an age of increasingly uncertain active management alpha and the rise of passively managed alternatives, active investment processes need to be as efficient as possible....

Programs for Members, Seminar, Sustainable Investing

NYSSA Toastmasters

Tuesday June 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 spe...

Programs for Members, Toastmasters

Latin American Capital Markets Conference

Wednesday June 25 8:00 AM - 3:00 PM • NYSSA Conference Center

By now, any serious global investor knows about the tremendous economic potential of Latin America and the significant strides many of its countries have made over the past...

Conference, Global Investing, Industry Conference

FREE CFA® Level I Orientation

Wednesday June 25 6:00 PM - 8:00 PM • NYSSA Conference Center

Ease into the demanding CFA® testing process and learn what you can expect from the December 2014 exam. Receive an overview of the CFA Program curriculum, preparatory...

CFA Level I Preparation, December CFA Level I Preparation, Orientation

Market Integrity Committee Meeting

Thursday June 26 6:00 PM - 7:00 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The Market Integrity committee focuses on the following areas: Advocacy - Building relationships and identifying, rese...

Committee Meeting, Market Integrity, Programs for Members

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

Wednesday July 9 9:00 AM - Thursday July 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

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

Thursday July 10 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

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

Thursday July 10 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

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

Thursday July 10 5:30 PM - 8:30 PM • NYSSA Conference Center

Analystshave to present their ideas orally in a number of settings, notably the morningcall (for sales) and directly to clients. This course focuses on how tosuccinctly...

Professional Development

CAIA Test Prep Level II (Sundays)

Sunday July 13 9:30 AM - Sunday August 31 12:30 PM • NYSSA Conference Center

Overthe years NYSSA has developed a reputation for top-notch, effective live examprep classes for the CFA exam in the New York area. Now NYSSA also offers live,instructor...

CAIA Level I Preparation, Professional Development

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

Monday July 14 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

CAIA Test Prep Level I (Wednesdays/Thursdays)

Wednesday July 16 6:30 PM - Thursday August 28 9:30 PM • NYSSA Conference Center

Overthe years NYSSA has developed a reputation for top-notch, effective live examprep classes for the CFA exam in the New York area. Now NYSSA also offers live,instructor...

CAIA Level I Preparation, Professional Development

FREE CFA® Level I Sample Class

Wednesday July 23 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic exam...

CFA Level I Preparation, December CFA Level I Preparation, Sample Class

Market Integrity Committee Meeting

Thursday July 24 6:00 PM - 7:00 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The Market Integrity committee focuses on the following areas: Advocacy - Building relationships and identifying, rese...

Committee Meeting, Market Integrity, Programs for Members

CFA® Level I Weekly Review - Session A Tuesdays

Tuesday July 29 5:45 PM - Tuesday November 11 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA exams...

CFA Level I Preparation, December CFA Level I Preparation

India Capital Markets

Wednesday July 30 6:00 PM - 8:00 PM • NYSSA Conference Center

By now, any serious global investor knows about the tremendous economic potential of India and the significant strides this country has made over the past decade. The only ...

Conference, Emerging Markets, Investment Strategy, Programs for Members

CFA® Level I Weekly Review - Session B Thursdays

Thursday July 31 5:45 PM - Thursday November 13 9:00 PM •

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA e...

CFA Level I Preparation, December CFA Level I Preparation

New Format! CFA® Level I 13-Week Saturday Review

Saturday August 2 9:15 AM - Saturday November 8 1:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA exams f...

CFA Level I Preparation, December CFA Level I Preparation

SAVE THE DATE! NYSSA Market Forecast™: It's Not Your Grandfather's Stock Market Anymore

Thursday August 7 11:30 AM - 2:00 PM • NYSSA Conference Center

Change is the one constant in life. And has change ever been in overdrive these past few decades. New players, products, and processes (the "3Ps") are transforming business...

NYSSA Market Forecast™, Programs for Members, Seminar

Advanced Risk and Portfolio Management Bootcamp 2014

Monday August 11 8:30 AM - Saturday August 16 6:00 PM • New York University

Presented by SYMMYS: The ARPM Bootcamp provides in-depth understanding of buy-side modeling from the foundations to the most advanced statistical and optimization tech...

Other Industry Events

FREE CFA® Level I Sample Class

Wednesday August 27 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic exam...

CFA Level I Preparation, December CFA Level I Preparation, Sample Class

Market Integrity Committee Meeting

Thursday August 28 6:00 PM - 7:00 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee The Market Integrity committee focuses on the following areas: Advocacy - Building relationships and identifying, rese...

Committee Meeting, Market Integrity, Programs for Members

NYSSA Career Chat™: The Challenges Women Face on Wall Street

Wednesday September 3 6:00 PM - 8:00 PM • NYSSA Conference Center

The program will address some of the main challenges women on Wall Street face, how to manage those challenges, and how to navigate times of crisis. Attend this program t...

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

Russian and Central & Eastern European Capital Markets

Monday September 8 6:00 PM - 8:00 PM • NYSSA Conference Center

The past twenty-five years have seen great transformation in the landscape of Russia and Central and Eastern Europe. Get an insider’s view of investment in of one of ...

Conference, Global Investing, Industry Conference

CFA® Level I Weekly Review - Session C Wednesdays/Mondays

Wednesday September 10 5:45 PM - Wednesday November 12 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA e...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level I 6-Week Sunday Condensed Review

Sunday September 21 9:00 AM - Sunday November 2 5:00 PM • NYSSA Conference Center

Pressed for time? We can get you prepared for the exam in six weeks. Instructor Nathan Ronen, CFA, will get you focused on the most important parts of the exam and pro...

Condensed, December CFA Level I Preparation

Venture Capital Investing: Participating Preferred Securities

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

Inthe first part of this course, we discuss the complex nuances associated withanalyzing and valuing emerging markets and private companies. We dive deep intothe details an...

Professional Development

Advanced Excel for Data Analysis -- IN-PERSON and ONLINE

Thursday September 25 9:00 AM - 5:00 PM • NYSSA Conference Center

Any skilled financial analyst on top of his or her game needs to be able to efficiently execute detailed data analysis. This course will teach you advanced Excel tools that...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development

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

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

CFA® Level I 4-Day Boot Camp

Thursday November 13 9:00 AM - Sunday November 16 5:00 PM • NYSSA Conference Center

Are you ready for the exam? If there was a moment’s hesitation, you should take this Boot Camp. Whether you’ve taken a review course or studied on your own, t...

Boot Camp, December CFA Level I Preparation

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

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

CFA® Level I Problem Solving Workshop

Sunday November 23 9:00 AM - 5:00 PM • NYSSA Conference Center

Knowing how to answer the Level I exam questions is imperative to your success on the exam. Veteran instructor Nathan Ronen, CFA, will prepare you for the Level I exa...

CFA Level I Preparation, December CFA Level I Preparation, Problem Solving

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

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...

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