What 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…
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…
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…
Come 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 summer vacation season begins and is always a popular event among members. Catch up with old friends and add contacts to your professional network, all…
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 on liquid, investment-grade bonds or ETFs and mutual funds that invest in liquid bonds to fulfill the fixed income mandate in client portfolios. Now, RIAs…
Please 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 the political trends in the U.S., together with the recent changes in the geo-political environment (Russia Invasion of Ukraine, possibly of a renewed Iran Deal,…
These 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 increases in the U.S. Join CFAW to explore what economic trends might be in store for the US and global economies in 2022 as we…
Fifty 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 today a force reshaping markets, finance and even capitalism itself in myriad subtle but pivotal ways. Join Russ Wermers, Endowed Chair in Finance and Director…
Given 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 returns from an asset class that has been a backbone of portfolios for decades. Come listen to asset allocators discuss how they’re trying to solve…
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 on how to achieve the best risk/reward returns over the next 5 to 30 years. Join CFAW's panel of Chief Investment Officers on November 18…
Practical Applications of Data Science in Asset Management – Demonstration of Tools and Use Cases Session I - 12:30 PM – 1:30 PM EST Come learn how data science and machine learning are used in practice for asset management and forecasting from two practitioners in the field. We will take an interactive deep dive into…
They say the only certainties in life are death and taxes. Change might be the third. CFA Society Washington, DC is honored to welcome Mary Duffy, Managing Director of Andersen’s US National Tax office to the podium. Duffy will uncover some of these likely, if not certain, tax policy implications under the Biden Administration. In…
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