Institutional Asset Management Committee Meeting

Tuesday May 28 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

Royal Dutch Shell (RDS) Breakfast Presentation

Tuesday June 4 8:30 AM - 10:00 AM • NYSSA Conference Center

Join us for breakfast and an investor presentation from Ken Lawrence, VP of investor relations, at Royal Dutch Shell. The Shell Group (The Group), is a diverse group of ene...

Seminar

NYSSA Career Chat™: Opportunities and Key Developments in the Alternative Investments Industry

Tuesday June 4 6:00 PM - 7:30 PM • NYSSA Conference Center

In recent years, alternative investment asset classes such as hedge funds, private equity, real estate, and commodities have become increasingly important in the investme...

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

25 Years of Lessons Learned About China Investing

Tuesday June 4 6:00 PM - 7:00 PM • NYSSA Conference Center

Benoit Descourtieux moved to Hong Kong in 1987 and has resided in Hong Kong and Japan ever since. Using his vast experience as an asset manager and CEO, he will share the e...

Programs for Members, Seminar

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

Wednesday June 5 5:30 PM - 8:30 PM • NYSSA Conference Center

Rescheduled from June 3rd. 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...

Improved Corporate Reporting, Online Course, Online PD, Professional Development

Toastmasters

Wednesday June 5 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

Networking at Connolly's Pub

Thursday June 6 6:00 PM - 8:00 PM • Connolly’s Pub

Join us to mix and mingle with other NYSSA members in an informal atmosphere after work. Bring a friend! You’re on your own for drinks. No pre-registration nece...

Networking Event, Programs for Members

High Yield Bond Tutorial

Tuesday June 11 12:00 PM - 4:15 PM • NYSSA Conference Center

Agenda | Speakers May we also suggest 23rd Annual High Yield Bond Conference—June 12 This half-day program will quickly get you up to speed on the high yi...

Portfolio & Risk Management, Professional Development

Big Data for Improved Investment Decision Making

Tuesday June 11 6:00 PM - 8:00 PM • NYSSA Conference Center

Big data is here. Early adopters have started to incorporate big data into their investment process.  While big data provides enormous opportunity for improved returns...

Institutional Asset Management, Programs for Members, Seminar

Membership Committee Meeting

Tuesday June 11 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

23rd Annual High Yield Bond Conference

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

Agenda | Speakers May we also suggest High Yield Bond Tutorial—June 11 Designed by high yield veterans who know the business inside-out, the 23rd Annual H...

Conference, Portfolio & Risk Management

Building Best-in-Class Defined Contribution Programs

Thursday June 13 6:00 PM - 8:00 PM • NYSSA Conference Center

Defined contribution (DC) plan sponsors have adopted many measures in recent years to continue to help their participants improve their financial outcomes in retirement. Th...

Institutional Asset Management, Programs for Members, Seminar

NYSSA Career Chat™: Impress by Being the Best: How to Job Search in a Changing (vs Tight) Job Market

Thursday June 13 6:00 PM - 8:00 PM • NYSSA Conference Center

Learn how to job search in an ever changing market that requires you to have new skills and experiences to compete for the best jobs. Our panel of career coaches from t...

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

14th Annual Metals and Mining Conference

Wednesday June 5 8:30 AM - 12:15 PM • NYSSA Conference Center

How will metals and mining companies fare in 2013? Explore why there has been a disconnect between the price of underlying commodities and the stock prices of mining compan...

Conference, Industry Conference, Investment Strategy, Metals & Mining

Why Bruce Lee Would Have Been a Great Stock Picker: Techniques for Superior Investing

Tuesday June 18 6:00 PM - 8:00 PM • NYSSA Conference Center

Join Joel Litman as he reviews prior major market cycles and applies the findings to current day equity investment strategies. Litman will employ many specific examples, ca...

Investment Strategy, Programs for Members, Seminar

Alternative Investments Committee Meeting

Tuesday June 18 6:00 PM - 7:30 PM • NYSSA Conference Center

Please note: this meeting was rescheduled from June 13. Monthly committee meeting. About this committee The committee provides a forum for the discussion and anal...

Alternative Investments, Committee Meeting, Programs for Members

Value Investing Brown Bag Lunch

Wednesday June 19 12:00 PM - 1:30 PM • NYSSA Conference Center

At this brown-bag lunch, you must share an investment idea in a five-minute presentation. After each presentation, other participants can ask you questions during a short q...

Programs for Members, Seminar, Value Investing

NYSSA Investment Strategy Roundtable®

Thursday June 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 ou...

Committee Meeting, Investment Strategy, Programs for Members

Toastmasters

Thursday June 20 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

NYSSA Author Series™: Bill Rhodes, Banker to the World...

Thursday June 20 6:00 PM - 8:00 PM • NYSSA Conference Center

As the world economy struggles along in the aftermath of the crisis, we bemoan the lack of good leaders in our society today. In his book Banker to the World: Leadership ...

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

CEA Research Summit

Monday June 24 9:00 AM - 5:00 PM •

The 2013 CEA Market Research Summit at CE Week is brought to you by the Consumer Electronics Association (CEA), producers of the International CES, the world's largest cons...

Conference, Other Industry Events, Programs for Members

Basic Financial Modeling and DCF Analysis

Tuesday June 25 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 proc...

Financial Modeling & Analysis Tools, Professional Development

FREE CFA® Level I Sample Class A

Tuesday June 25 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, Sample Class

Asset Allocation and Beyond

Thursday June 27 9:00 AM - 12:00 PM • NYSSA Conference Center

The face of asset allocation has permanently changed. In the aftermath of the 2008 crisis, many investment managers realized that time-tested approaches no longer worked. N...

Private Wealth Management, Programs for Members, Seminar

NYSSA Author Series™: Warren Buffett is a "Complex Adaptive System" and Other Observations

Thursday June 27 6:00 PM - 8:00 PM • NYSSA Conference Center

Author Series: Warren Buffett is a "Complex Adaptive System" and Other Observations about Value Investing in a Complex World One of the most prominent value investo...

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

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

Tuesday July 9 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 financia...

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

NYSSA Career Chat™: Winning Hedge Fund Strategies: Where You Should Be In This Challenging Decade

Tuesday July 9 6:00 PM - 8:00 PM • NYSSA Conference Center

The current climate is challenging for the US and foreign investors considering macroeconomic trends around the world, and changing regulations and market mindset. 2012 w...

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

Portfolio Optimization and Efficient Frontier Modeling

Wednesday July 10 9:00 AM - Thursday July 11 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 front...

Financial Modeling & Analysis Tools, Professional Development

CAIA Level I Exam Prep - Session A Wednesdays

Wednesday July 10 6:00 PM - Wednesday August 28 9:00 PM • NYSSA Conference Center

Special Offer: Save 10%! Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classes for the CFA exam in the New York area. Now for...

CAIA Level I Preparation, Professional Development

The Turbo Charged Financial Analyst Program

Thursday July 11 - Thursday August 29 •

Are you a financial analyst who is very, very busy? Of course you are – it’s the nature of the job. But if you make some time for this program, you’ll sa...

Conference, Other Industry Events, Programs for Members

Membership Committee Meeting

Thursday July 11 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

FREE CFA® Level I Orientation

Thursday July 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 December 2013 exam. Receive an overview of the CFA Program curriculum, preparatory cour...

CFA Level I Preparation, Orientation

NYSSA Investment Strategy Roundtable®

Thursday July 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...

Committee Meeting, Investment Strategy, Programs for Members

FREE CFA® Level I Sample Class B

Tuesday 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, Sample Class

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

Wednesday July 24 9:00 AM - Thursday July 25 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 default ...

Financial Modeling & Analysis Tools, Professional Development

CFA® Level I Weekly Review - Session A: Tuesdays

Tuesday July 30 5:45 PM - Tuesday November 12 9:00 PM • NYSSA Conference Center

Master the CFA® Level I Exam! This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has ...

CFA Level I Preparation

CFA® Level I Weekly Review - Session B: Thursdays

Thursday August 1 6:00 PM - Thursday November 14 9:00 PM • St. John’s University

Master the CFA® Level I Exam! This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more ...

CFA Level I Preparation

Save the Date: NYSSA Market Forecast™: The Economist’s Bull Market

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

Has the stock market learned to engage in economist speak? On the one hand, corporate earnings and profit margins are at record levels, interest rates are at r...

Programs for Members, Seminar

Advanced Risk and Portfolio Management Bootcamp 2013 by Attilio Meucci

Monday August 12 8:30 AM - Saturday August 17 6:00 PM • New York University

Presented by SYMMYS: The ARPM Bootcamp 2013 provides in-depth understanding of buy-side modeling from the foundations to the most advanced statistical and optimization techniques, ...

Other Industry Events

NYSSA Investment Strategy Roundtable®

Thursday August 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...

Committee Meeting, Investment Strategy, Programs for Members

FREE CFA® Level I Sample Class C

Monday August 26 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 tips...

CFA Level I Preparation, Sample Class

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

Wednesday September 11 5:45 PM - Wednesday November 13 9:00 PM • NYSSA Conference Center

Master the CFA® Level I Exam! This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has ...

CFA Level I Preparation

CFA® Level I 6-Week Saturday Condensed Review

Saturday September 21 10:00 AM - Saturday November 2 5:00 PM • NYSSA Conference Center

Master the CFA® Level I Exam! Get thorough CFA instruction that works with your schedule. Take our 6-Week Saturday Condensed Review course. With more than 1...

CFA Level I Preparation

CFA® Level I 4-Day Boot Camp

Thursday November 7 9:00 AM - Sunday November 10 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 comprehensive c...

Boot Camp, CFA Level I Preparation

CFA® Level I Schweser Live Mock Exam

Saturday November 16 9:00 AM - 5:00 PM • NYSSA Conference Center

You’ve spent countless hours studying. There’s only one way to find out if you’re ready—take the Schweser Live Mock Exam. It’s administered un...

CFA Level I Preparation, Mock Exam