• Practical Applications of AI and Machine Learning in Investment Management

    Practical Applications of AI and Machine Learning in Investment Management More than a third of CFA Charterholders surveyed believe their role will be substantially different in five to ten years, disrupted by new analytical methods, including AI and machine learning. Are you taking action? In this session, expert practitioners will cover the application of AI/ML in…

  • Wharton Private Equity Certificate Program Affiliate Fall

    Virtual

    We are excited to share that CFA Washington members are eligible to receive $300 off tuition for the Wharton & Wall Street Prep Private Equity Certificate 8-Week Online Program. (Use code CFAWASH at checkout) The Private Equity Certificate Program is a self-paced rigorous online program for professionals pursuing careers in private markets. Taught jointly by…

  • Echo Chambers: How They Hurt Returns, and the Benefits of Diverse Perspectives in Research

    Virtual

    Virtual Event: "Echo Chambers: How They Hurt Returns, and the Benefits of Diverse Perspectives in Research" August 23, 2023 | 12:00 PM-1:00 PM Actively seeking diverse viewpoints may improve returns when investing in stocks. Investing according to an “echo chamber” that reproduces and reinforces prior opinions, however, can severely drag on performance. New research by…

  • Wharton & Wall Street Prep Private Equity Certificate 8-Week Online Program

    Virtual

    We are excited to share that CFA Washington members are eligible to receive $300 off tuition for the Private Equity Certificate Program from Wharton Online and Wall Street Prep.   The Private Equity Certificate Program is a self-paced rigorous online program for professionals pursuing careers in private markets. PROGRAM AT A GLANCE Registration Deadline: April…

  • Is ESG Investing a Violation of Fiduciary Duty?

    Virtual

    ESG investing has garnered strong support from prominent figures like CEO Larry Fink making it the industry norm. But can an asset manager uphold their fiduciary duty to maximize the value of their client's investment while advancing social and political objectives? State officials across America don’t think so, taking public stands against ESG investing in an attempt…

  • Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook

    Virtual

    Sébastien 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 will cover current multi-asset class positioning, historical context, and what could be important inflection points in the current regime that investors should pay attention to…

  • CFAW Annual Member Meeting

    CFA Society Washington, DC 1401 New York Ave NW, Suite 330, Washington, DC, United States

    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…

  • [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…