As interest rates creep lower, banks, custodians and money managers are finding creative ways to generate revenue. Though it’s not a new practice, many are forcing cash into sweep bank accounts and paying a lower rate of return than offered by comparable money markets. A recent study pointed out that the average RIA held about…
This seminar will provide an understanding of the fundamental concepts of AI and the impact of what is often called the "Third Wave" in investment management and finance. What You'll Learn: What is Artificial Intelligence and how has it the use of AI in investment management evolved over the years? How will AI disrupt finance…
Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. CFA Society Washington, DC has partnered with The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and…
CFAW is pleased to offer CFA® candidates the opportunity to take the practice exam prepared by the CFA Society Boston. For many years, CFAB has created highly-regarded, full-day practice exams for the three levels of the CFA® exam. CFAB's exam is all new each year, based on the most recent CFA® Candidate Body of Knowledge®.…
A one of a kind presentation that uncovers the seminal investigation of Wall Street by the FBI and SEC. Learn how the FBI uncovered the biggest insider trading fraud in U.S. history and the challenges in bringing charges as well as the sophisticated techniques used to change an industry. Our speaker, Supervisory Special Agent David…
Course Goals and Overview: Take advantage of this rare opportunity to get live, in-person training from an expert and former chief architect, who helped develop many of the ETF analysis capabilities on the Bloomberg terminal. Learning Objectives: Accessing ETF Industry Flows across all asset classes Utilizing ETF Due Diligence tools Evaluating underlying ETF liquidity Building…
Have you ever wanted to sit on the Board of Governor’s Chair in the Federal Reserve Board Room? CFA Society Washington, DC has a scheduled tour of the Federal Reserve that would give you the chance in crossing that item off your bucket list. So please come and join us for the private tour on…
Join expert CFA® Program instructors for a strategy session and sample class on how to pass the exam and earn the CFA charter. Get a taste of how Kaplan Schweser can add more structure and accountability to your CFA Program exam preparation. CFA® Program Exam Strategy Session Sample Class: Equity Analysis & Valuation Sample Class: CFA®…
CFAW is pleased to offer CFA® candidates the opportunity to take a practice exam prepared by the CFA Society Boston. For many years, CFAB has created highly-regarded, full-day practice exams for the three levels of the CFA® exam. CFAB's exam is all new each year, based on the most recent CFA® Candidate Body of Knowledge®.…
What are the potential benefits and risks new financial technologies present to investors, broker/dealers, and the securities market? How have RegTech tools changed the landscape for compliance? What are the implications? Please join us at the new CFA Society Washington, DC office, as Jackson Mueller, Associate Director at the Milken Institute and Haimera (Haime) Workie,…
Each year, the Society hosts an Annual Dinner, which is our most prestigious event of the year and routinely sells out. It has become the “who’s who” event for the Washington, DC financial investment industry. Over 400 investment professionals attend, representing leading asset managers and advisors, corporations, institutional investors, regulatory agencies, and international financial institutions in…
When taking inventory of a RIA's business partners, the list may include technology providers, fund managers, research companies, compliance consultants, and headhunters. But perhaps the business partner RIAs most strongly rely upon is their custodian. Custodial services have, for years, been perceived as mostly "free" with revenue generated from transaction fees, cash spread, ttechnology services,…
© 2024 CFA Society of Washington, DC
