Upcoming Programs

CFA® Level I Weekly Review - Session A Thursday

Thursday July 23 5:45 PM - Thursday November 5 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor O. Nathan Ronen CFA. He will show you how to navigate the deman...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level I Weekly Review - Session B Tuesday

Tuesday July 28 5:45 PM - Tuesday November 17 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the dema...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level I Weekly Review - Session C Saturday

Saturday August 8 9:00 AM - Saturday November 7 1:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the dema...

CFA Level I Preparation, December CFA Level I Preparation

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

25th Annual High Yield Bond Conference and Master Class

Wednesday September 9 8:30 AM - Thursday September 10 4:00 PM • NYSSA Conference Center

The 25th Anniversary NYSSA High Yield Conference will focus on looking ahead to the next year and beyond.  Presenters at the Master Class on September 9 will instruc...

Portfolio & Risk Management, Seminar

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

Wednesday September 9 5:45 PM - Wednesday 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...

CFA Level I Preparation, December CFA Level I Preparation

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

NYSSA SWF & National Pension Conference Volunteer Organizer Team Meeting

Thursday September 10 6:00 PM - 8:00 PM • NYSSA Conference Center

This event is the final meeting for the organizers of NYSSA's upcoming NYSSA SWF & NP Conference, which will‎ take place on October 6th. *Registration by invitat...

Global Investing, Programs for Members

FREE CFA® Level III Test Taking Strategy and Sample Class

Monday September 14 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free Level III strategy session and essay writing sample class to find out. Watch NYSSA’s ...

CFA Level III Preparation, Essay Writing, Sample Class, Test Strategy

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 deep into the details ...

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 conference c...

Professional Development, Programs for Members, Research Analysts

Environmental Risk in the Diversified Chemicals Industry

Tuesday September 15 12:00 PM - 1:30 PM • NYSSA Conference Center

A presentation of key findings and engagement opportunities from CDP’s latest sectorial research report “Back to the Laboratory: Are global chemical compani...

Programs for Members, Seminar, Sustainable Investing

NYSSA GIC 2nd Annual Future NYSSA Leaders Info Session

Wednesday September 16 5:45 PM - 8:00 PM • NYSSA Conference Center

As the largest local membership society of the CFA Institute and a leading forum for the investment community, NYSSA is committed to promoting the highest professional st...

Global Investing, Programs for Members, Seminar

Sustainable Portfolio Strategies for Financial Advisors

Thursday September 17 12:30 PM - 5:00 PM • MSCI Offices

Multiple recent surveys have confirmed surging investor interest in sustainable investment strategies. This interest is expressed under different banners and various tilts ...

Conference, Programs for Members, Sustainable Investing

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

Special Situations Ideas Forum

Friday September 18 12:00 PM - 1:30 PM • NYSSA Conference Center

Our next Special Situations meeting is on Sep-18th from 12:00 - 1:30 pm where we will discuss, Computer Sciences Corporation (CSC). The company provides information technol...

Programs for Members, Seminar, Value Investing

CFA® Level I 6-Week Sunday Condensed Review

Sunday September 20 9:00 AM - Sunday November 1 5:00 PM • NYSSA Conference Center

Get thorough CFA instruction that works with your schedule. Take our 6-Week Sunday Condensed Review course. NYSSA’s lead CFA instructor O. Nathan Ronen, CFA wil...

Condensed, December CFA Level I Preparation

NYSSA GIC Fall 2015 Quarterly Networking Event & Latam Conference

Monday September 21 6:00 PM - 9:00 PM • NYSSA Conference Center

Please join us at the invitation-only NYSSA Global Investing Committee  Fall 2015 Latin America Conference at SocGen, scheduled for September 21st, 2015 at 6...

Conference, Global Investing, 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 universe of st...

Professional Development, Programs for Members, Research Analysts

SEMI Committee Meeting

Thursday September 24 6:00 PM - 7:30 PM • NYSSA Conference Center

About this committee In 1996, NYSSA established the Heloise S. Ham Education Scholarship and in 1997 launched its summer NYSSA SEMI™ Program, which stands for Scho...

Committee Meeting, Programs for Members

NYSSA Author Series™: Anne Heller, Author of "Ayn Rand and the World She Made”

Thursday September 24 6:00 PM - 8:00 PM • NYSSA Conference Center

Please join us for an engaging and insightful conversation on one of the greatest political and economic thought-leaders of the twentieth century - Ayn Rand...

NYSSA Author Series™, Programs for Members, Seminar, Value Investing

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 truth: Let NYSSA T...

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 required for g...

Professional Development, Programs for Members, Research Analysts

NIRI and NYSSA Present: Investor Insight in the Boardroom

Tuesday September 29 7:45 AM - 9:15 AM • NYSSA Conference Center

Recently, shareholders have focused on board accountability and have voiced concern about whether some boards are effectively carrying out their oversight responsibilities....

Conference, Programs for Members, Sustainable Investing

Advanced Excel for Data Analysis

Tuesday September 29 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, Hamilton Lin, Microsoft Excel Skills and Techniques, Professional Development

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

Tuesday September 29 9:00 AM - Thursday October 1 11:00 AM •

Unfortunately this class has been cancelled. Click here to view additional Professional Development Courses 

Professional Development, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Tuesday September 29 6:00 PM - Tuesday October 13 8:30 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

Alternative Investments Committee Meeting

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

About this committee The committee provides a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of f...

Alternative Investments, Committee Meeting, 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...

Hamilton Lin, Professional Development, 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 lead to bad...

Professional Development, Programs for Members, Research Analysts

NYSSA Sovereign Wealth & National Pension Funds Conference

Tuesday October 6 6:00 PM - 9:00 PM • Societe Generale

This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of NYS...

Conference, Global Investing, Programs for Members

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

FREE CFA® Level II Test Taking Strategy and Sample Class

Monday October 12 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free Level II strategy session and sample class to find out. Watch NYSSA’s lead CFA instru...

CFA Level II Preparation

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

Macroeconomic Investing/Trading Strategies

Wednesday October 21 6:00 PM - Wednesday November 4 8:30 PM •

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

Merav Ozair, Professional Development, Programs for Members

GIPS and Investment Performance Measurement for Alternative Managers WEBINAR

Tuesday October 27 12:00 PM - 1:30 PM •

This webinar provides an overview of some common challenges that managers of alternative investment funds, including hedge funds, real estate and private equity funds, may ...

Online Course, Performance & Risk Analytics, 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

GIPS Implementation for Alternative Investment Managers: A Fund Manager’s Perspective

Thursday October 29 6:00 PM - 8:00 PM • NYSSA Conference Center

The adoption of the GIPS standards by alternative investment managers has grown in recent years, fostered by the demand of institutional investors, as well as by the inte...

Conference, Performance & Risk Analytics, 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...

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

Liquid Alternative Funds: A Path to Growth for Hedge Fund Managers WEBINAR

Thursday November 5 12:00 PM - 1:30 PM •

Liquid alternative funds have experienced significant growth in recent years, and are expected to continue being a fast growing area of the alternative investment industry....

Alternative Investments, Programs for Members, Seminar

Third Annual Global Infrastructure Conference

Friday November 6 10:00 AM - 4:00 PM • NYSSA Conference Center

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

Conference, Global Investing, Programs for Members

FOREX Markets: Trading, Regulations and Risk

Tuesday November 10 6:00 PM - Tuesday November 24 8:30 PM •

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,...

Merav Ozair, Professional Development, Programs for Members

Berkshire Hathaway 50th Anniversary Symposium

Wednesday November 11 7:30 AM - 2:30 PM • Museum of American Finance

When Warren Buffett took control of Berkshire Hathaway Inc. in 1965, it was a small textile company. Through a combination of value investing, exceptional management and ...

Programs for Members, Seminar, Value Investing

CFA® Level I 4-Day Boot Camp

Thursday November 12 9:00 AM - Sunday November 15 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,...

Boot Camp, December CFA Level I Preparation

FREE CFA® Level II Test Taking Strategy and Sample Class

Monday November 16 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 strategi...

CFA Level II Preparation

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

FREE CFA® Orientation 2016

Wednesday November 18 6:00 PM - 8:00 PM • NYSSA Conference Center

Ease into the demanding CFA® testing process and learn what you can expect from the June 2016 exam. Receive an overview of the CFA Program curriculum, preparatory c...

CFA Level I Preparation, CFA Level II Preparation, CFA Level III Preparation, June CFA Level I Preparation, Orientation

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

FREE CFA® Level III Test Taking Strategy and Sample Class

Monday November 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 strategi...

CFA Level III Preparation

FREE CFA® Level I Test Taking Strategy and Sample Class

Monday December 7 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 strategi...

CFA Level I Preparation, June CFA Level I Preparation

Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing

Thursday December 10 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

CFA® Level II Weekly Review - Session A Monday

Monday January 11 5:45 PM - Monday May 9 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level II exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the dem...

CFA Level II Preparation

CFA® Level III Weekly Review - Session A Wednesday

Wednesday January 13 5:45 PM - Wednesday May 4 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level III exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the de...

CFA Level III Preparation

CFA® Level I Weekly Review - Session A Thursday

Thursday January 14 5:45 PM - Thursday May 12 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor Carl Crego, PhD, CFA. He will show you how to navigate the dema...

CFA Level I Preparation, June CFA Level I Preparation

American Gas Association Luncheon Presentation

Wednesday January 20 11:30 AM - 1:30 PM • NYSSA Conference Center

The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more...

Environment, Seminar

CFA® Level III Weekly Review - Session B Thursday

Thursday January 21 5:45 PM - Thursday May 12 9:00 PM • Practising Law Institute

Increase your chances of passing the Level III exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the de...

CFA Level III Preparation

CFA® Level II Weekly Review - Session B Tuesday

Tuesday January 26 5:45 PM - Tuesday May 10 9:00 PM • Practising Law Institute

Increase your chances of passing the Level II exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the dem...

CFA Level II Preparation

CFA® Level I Weekly Review - Session B Saturday

Saturday January 30 9:00 AM - Saturday May 7 1:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor Carl Crego, PhD, CFA. He will show you how to navigate the dema...

CFA Level I Preparation, June CFA Level I Preparation

CFA® Level II 6-Week Saturday Condensed Review

Saturday March 12 9:00 AM - Saturday April 23 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...

CFA Level II Preparation, Condensed

CFA® Level III 6-Week Sunday Condensed Review

Sunday March 13 9:00 AM - Sunday May 1 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...

CFA Level III Preparation, Condensed

CFA® Level I 6-Week Sunday Condensed Review

Sunday March 13 9:00 AM - Sunday May 1 5:00 PM • NYSSA Conference Center

Get thorough CFA instruction that works with your schedule. Take our 6-Week Sunday Condensed Review course. Carl Crego, PhD, CFA, will show you how to navigate the de...

Condensed, June CFA Level I Preparation

Save the Date: 20th Annual Insurance Industry Conference

Monday March 21 8:00 AM - Tuesday March 22 3:00 PM • NYSSA Conference Center

  DISCLAIMER The New York Society of Security Analysts, Inc. (“NYSSA”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Ba...

Conference, Industry Conference

  
Privacy Policy    |    Contact Us

 The New York Society of Security Analysts, Inc, © NYSSA
1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530