|
|  |
|
|
PRESENTATIONS
Upcoming Presentations
All programs will be held at NYSSA (1177 Avenue of the Americas, 2nd Floor, NYC) unless otherwise indicated.
Money, Meaning & Choices Institute presents
Wealth & Life Planning System: Values Based Planning and Wealth Management
Date/Time: September 11–12, 2008 | 9:00 a.m.–4:00 p.m.
Price: NYSSA Members $2,000 | Nonmembers $2,500
Many of your clients—whether old or new wealth—want you to have skills and strategies to help them deal with important life decisions, so that their choices reflect their most significant values and goals. This is a practical, values-based framework that brings together life planning with financial decision-making. |
CFA Institute presents
Best Practices in Earnings Guidance and Communications Symposium Earnings Guidance, Communications and Long-Term Value Creation
Date/Time: September 17, 2008 | 8:00 a.m.–2:30 p.m.
Location: Bloomberg, 731 Lexington Avenue, NYC
Price: Members Free | Nonmembers Free
Registration Deadline: September 10, 2008
Hear accounts from leading practitioners of what is being done to provide investors with higher quality communications, which in some instances includes a move away from quarterly earnings guidance. |
NYSSA's Career Development Committee presents
Author Series: Money Wise
Date/Time: September 18, 2008 | 5:30 p.m.–7:45 p.m.
Price: Members Free | Nonmembers $20
Registration Deadline: September 12, 2008
Using insights gained from three decades on Wall Street, A. Michael Lipper shows that wealth is a state of mind as much as the size of a bank account––and gaining wealth and keeping it are two very different skills.
| Media Partner: |
 |
|
NYSSA's Career Development Committee presents
Career Chat: Professional Certifications––How to Stand Out in the Alphabet Soup
Date/Time: September 22, 2008 | 5:30 p.m.–7:45 p.m.
Price: Members Free | Nonmembers $20
Registration Deadline: September 16, 2008
Hear from speakers about the Chartered Financial Analyst (CFA®) designation, Certified Financial Planner® (CFP®) program, Chartered Market Technician (CMT) certification, and Master of Business Administration (MBA) degree.
| Media Partner: |
|
|
NYSSA's Value Investing Committee presents
Scouting for Value around the Globe with Charles De Vaulx
Date/Time: October 1, 2008 | 11:30 a.m.–1:30 p.m.
Price: Members $75 | Nonmembers $115
Registration Deadline: September 26, 2008
Charles De Vaulx will share with us his favorite places to invest right now and where the market is giving us the chance to purchase great companies near net cash on their balance sheets. |
NYSSA's Career Development Committee presents
Author Series: Finding Financial Wisdom in Unconventional Places
Date/Time: October 2, 2008 | 5:30 p.m.–7:45 p.m.
Price: Members $15 | Nonmembers $25
Registration Deadline: September 25, 2008
Michael Mauboussin will discuss how lessons from Babe Ruth, Tupperware parties, the Wright Brothers, and ant colonies can make you a better decision maker.
| Media Partner: |
|
|
NYSSA's Career Development Committee presents
Career Chat: Public Speaking––Becoming a More Effective Communicator
Date/Time: October 23, 2008 | 5:30 p.m.–7:45 p.m.
Price: Members Free | Nonmembers $20
Registration Deadline: October 16, 2008
Representatives from Dale Carnegie© Training and Toastmasters Club will teach core skills and utilize live demonstrations on how to apply your public-speaking abilities to real-life situations. |
NYSSA’s Alternative Investments Committee presents
Alternative Analysts’ Forum: Making the Deal––Hedge Fund Seeding
Date/Time: October 30, 2008 | 6:00 p.m.–8:30 p.m.
Price: Members $75 | Nonmembers $115
Registration Deadline: October 23, 2008
Certain investors have become specialized in “seeding” new managers with both assets to manage as well as with working capital to build a business. Don’t miss this chance to debate the new market for new managers with some of the most experienced practitioners in the industry. |
NYSSA’s Career Development Committee presents
Career Chat: Mass Career Customization: Aligning the Workplace with Today’s Nontraditional Workforce
Date/Time: November 17, 2008 | 5:30 p.m.–7:45 p.m.
Price: Members Free | Nonmembers $20
Registration Deadline: November 10, 2008
Anne Weisberg, author of Mass Career Customization: Aligning the Workplace with Today’s Nontraditional Workforce, discusses the need for a shift in corporate attitudes to better suit the increasingly diverse workforce. |
NYSSA's Value Investing Committee presents
Margin of Safety and Growth Stocks: A Conversation with Bruce Greenwald
Date/Time: December 15, 2008 | 5:30 p.m.–8:00 p.m.
Price: Members $75 | Nonmembers $115
Registration Deadline: December 12, 2008
Bruce C.N. Greenwald will explore practical avenues to successfully invest in growing company stocks that might not be labeled "undervalued" by the classically trained value investor. |
|
|
| |
|
|
|
S&P White Papers
|
Click here to read this month's concept paper "Capturing the Index Effect via Options."
|
|
Most Analysts Miss Data That Affects Their Models—Will You?
by Penny Herscher, CEO, FirstRain
Long-term performers continuously innovate in the research process. In recent years, expert networks and channel checking services have added new data to analysts’ models.
[FULL STORY]
|
|
February 2008
February 6, 2008
Vol. 1 Issue 1
|
