2022 Asset Allocation Luncheon
The level of fear and uncertainty in the future direction of the equity markets has never been greater and together with low interest rates, there is heavy discussion amongst organizations…
Loading view.
Programs & Education
Events
-
-
Clyde's of Gallery Place 707 7th St NW, Washington, DC, United States
-
-
The 60/40 Retail Portfolio: Bonds on the Chopping Block?
VirtualGiven the historically low interest rate environment ushered in by the Federal Reserve’s monetary policy response to the 2020 COVID-induced recession, investors are now looking at flat to negative real…
$25.00 -
Reflections on the 50-year Anniversary of the Index Fund
VirtualFifty years after the birth of the index fund, passive investing now accounts for more than $20 trillion, equal to the entire gross domestic product of the US, and is…
$25.00 -
-
2022 Economic Outlook
FeaturedVirtualThese are indeed interesting times – two years of a global pandemic, unprecedented monetary and fiscal response, uncertainty over rising inflation, supply chain disruptions, shortage of workers, and potential tax…
-
-
[Webcast] Energy Outlook and Investment Trends
VirtualPlease join us on Thursday, June 9th for a conversation to gain a better understanding of the potential expected returns, and risks, of investing now in the various energy markets. Given the policies of the Biden Administration and…
-
[Webcast] Where to Hide Your Bonds: An Overview on Private Credit
Interest rates have risen dramatically in 2022 but remain low, especially when compared to elevated inflation levels. Investment-grade debt is still yielding less than inflation. Historically, most RIAs have focused…
-
CFAW Annual Member Meeting
CFA Society Washington, DC 1401 New York Ave NW, Suite 330, Washington, DC, United StatesCome join fellow CFAW members and celebrate the announcement of our new Board Chair and Directors and thank our outgoing Board members. This is our last major event before the…
-
-
[Webcast] Choose Your Own Climate Future: Climate Simulator Workshop for Investors
The urgency to act on climate change is real and widely recognized. Governments, investors, and companies are pursuing “Net Zero” strategies, scrutinized through mandatory disclosure. Yet there remains a significant…
-
-
[Webinar] Professional Development Series: Public Speaking for Business Success
Whether you are talking to one person or a group of people, public speaking is the way that a business can reach potential customers on a personal level. Being able…
-
-
Road Rage or Autopilot: Active vs. Passive Investing Decisions
FeaturedCreative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United StatesWhat determines whether active or passive investing will be more effective? Is it correlations of stocks within the S&P500? Is it an upward vs downward market? Is it the sub…
-
-
Cyclical Inflation vs. Structural Deflation: Predicting the Winner
FeaturedCreative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United StatesSupply chain disruptions, geopolitical flare-ups and ultra-accommodative monetary and fiscal policy coming out of the COVID lockdowns have been some of the factors sparking runaway inflation to levels not seen…
-
-
Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook
VirtualSébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, will share key insights into navigating the coming year in the current macro environment. He…
