Programs & Education

Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new…

Join CFAW for this engaging and insightful webcast on the US presidential election and how the results could impact the markets. Kate Fulton, Managing Director, BlackRock, Melissa Kahn, Managing Director, State Street Global Advisers and Kurt Schacht, CFA, Head of Advocacy, CFA Institute will host a panel discussion about what to expect from the next…

Current investment trends in the United States shift almost daily and present contrasting sides of whether U.S. Equities are a bubble ready to implode or are a great buying opportunity that still offer the best long-term Investment available. Dr. David I Kass, Clinical Professor, Department of Finance at the Smith School of Business at the…

GDP growth depends on infrastructure.  Yet, the U.S. has under invested in our essential public infrastructure for decades – the quality of our infrastructure is rated “D” and the estimated under funding exceeds $150 billion annually.  In the US, local governments shoulder the majority of the burden and infrastructure investment has been crowded out by…

As uncertainly about COVID-19 persists, financial markets around the world have staggered. The global economic damage is already evident and represents the largest economic shock the world has experienced in decades. Governments continue to support the economic recovery and asset prices via an unprecedented amount of liquidity and fiscal stimulus. There is much uncertainty and…

Volatility often creates opportunity. Join industry professionals from the derivatives space as they assess pricing and liquidity in today’s options market. Various hedging and income strategies will be discussed along with associated costs. Learn how the markets have recently behaved and what may lie ahead. Are implied volatilities fairly priced, are skews too steep, should…

Alan Greenspan, former chairman of the Board of Governors of the Federal Reserve was recently quoted saying “An aging population is driving demand for bonds, pushing their yields lower. We’re so used to the idea that we don’t have negative interest rates, but if you get a significant change in the attitude of the population,…

Join Sheila C. Bair, Founding Chair of the Systemic Risk Council, and Former Chair, Federal Deposit Insurance Corporation (FDIC) and Jeremy Stein, former Federal Reserve Board Governor, Moise Y. Safra Professor of Economics and Chairman of the Department of Economics at Harvard University to discuss their thoughts on the economic impacts of COVID-19, the state…

Join us on May 11 at 4 PM ET for a live webinar discussion with ETF expert, Mariana Fariña Bush, CFA, Managing Director for Global Manager Research, a division of the Wells Fargo Investment Institute. Mariana is the head of the closed-end fund (CEF) and exchange-traded tracking product (ETP) research team at Wells Fargo and…

Many of us are struggling with the realities of the “new normal,” as it challenges the typical way we communicate with our colleagues, clients, and loved ones. Yet these relationships are our most precious resource and, as the Harvard Study on Adult Development has demonstrated over and over again, strong relationships are the key to…

Join us virtually on Tuesday, April 28th at 4 PM ET to hear about how the emerging markets equity universe has been impacted by the recent COVID-19 pandemic. Many forces are challenging the development of these countries that didn’t exist ten years ago. Headwinds such as environmental concerns, more unified human rights activists, and commodity…