• The 60/40 Retail Portfolio: Bonds on the Chopping Block?

    Virtual

    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…

    $25.00
  • [Webcast] Energy Outlook and Investment Trends

    Virtual

    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,…

  • [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 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…

  • 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…

  • 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…