Upcoming Programs

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

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

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 5:45 PM - 8:00 PM • NYSSA Conference Center

The overwhelming victory of the business friendly Bharatiya Janata Party in the May 2014 general election is already being welcomed as the solution for what has proven to b...

Conference, Emerging Markets, Global Investing, 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 • 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

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

NYSSA Toastmasters

Wednesday August 6 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 Market Forecast™: Swept Away

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

With each new all-time record high, a tidal wave of investor euphoria continues to sweep across the global financial world. In the process, concerns that both stocks and bo...

NYSSA Market Forecast™, Programs for Members, Seminar

Membership Committee Meeting

Thursday August 7 6:00 PM - 7:30 PM • Le Pain Quotidien

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

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, Programs for Members

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Tuesday August 12 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

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

Tuesday August 12 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

Sustainable Investing Committee Meeting

Tuesday August 12 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly Committee Meeting. About this committee The committee provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s mark...

Committee Meeting, Programs for Members, Sustainable Investing

Value Investing Committee Meeting – Brown Bag Lunch

Wednesday August 13 12:00 PM - 1:00 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...

Committee Meeting, Programs for Members, Value Investing

FREE CFA® Level II Strategy Session and Sample Class

Monday August 18 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 instructor...

CFA Level II Preparation, Sample Class, Strategy Session, Test Strategy

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

Tuesday August 19 9:00 AM - 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

Career Development Committee Meeting

Tuesday August 19 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 August 21 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

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

Monday August 25 9:00 AM - 11:00 AM •

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

FREE CFA® Level III Strategy Session and Essay Writing Sample Class

Monday August 25 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 lead...

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

FREE CFA® Level I Test Taking Strategy and 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, Test Strategy

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, Programs for Members

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Tuesday September 9 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

Membership Committee Meeting

Tuesday September 9 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

NYSSA Night Out at Citi Field

Tuesday September 9 7:10 PM - 10:00 PM • Citifield

Experience the live game excitement of Major League Baseball with the comfort, service and superior vantage point of a private suite on Tuesday, September 9, when David W...

Networking Event, Programs for Members

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

How Does ESG Affect VaR?

Wednesday September 10 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

Career Development Committee Meeting

Tuesday September 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

Sunset Cruise: An Evening on the Water

Tuesday September 16 6:00 PM - 10:00 PM • Pier 81

Join us in our end of summer networking event. Mingle with other industry professionals while enjoying wine and hors d'oeuvres. Check-in will begin at 6 p.m., and the ve...

Networking Event, Programs for Members

Wealth Transition: How to Retain Your Clients as Generations Pass

Wednesday September 17 5:30 PM - 7:30 PM • NYSSA Conference Center

A longtime client passed away, leaving behind not only grieving loved ones, but a mature investment portfolio.  For financial advisers, transitioning wealth to a late ...

Conference, Industry Conference, Private Wealth Management, Programs for Members

FOREX Markets: Trading, Regulations, and Risk

Thursday September 18 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, Programs for Members

NYSSA Investment Strategy Roundtable®

Thursday September 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 ou...

Investment Strategy, NYSSA Investment Strategy Roundtable™, Programs for Members

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

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

Tuesday September 23 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

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, Programs for Members

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

Tuesday September 23 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

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

Tuesday September 23 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, Programs for Members

Institutional Asset Management Committee Meeting

Tuesday September 23 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

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, 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

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

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

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

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, Programs for Members

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

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

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

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

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, 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

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

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 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

CFA® Level II Weekly Review – Session A Mondays

Monday January 5 5:45 PM - Monday May 11 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 teaching ...

CFA Level II Preparation

CFA® Level III Weekly Review – Session A Tuesdays

Tuesday January 6 5:45 PM - Tuesday April 28 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 teaching ...

CFA Level III Preparation

CFA® Level III Weekly Review – Session B Thursdays

Thursday January 15 5:45 PM - Thursday May 7 9:00 PM • Practising Law Institute

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 teaching ...

CFA Level III Preparation

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

CFA® Level II Weekly Review – Session B Wednesdays

Wednesday January 28 5:45 PM - Wednesday May 13 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 teaching ...

CFA Level II Preparation

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