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​ETF Due Diligence & Analysis Tools via BLOOMBERG

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

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…

[SOLD OUT] Tour of the Federal Reserve – CFAW Members Only

Federal Reserve Visitor Center 20th ST between C ST NW & Constitution Avenue NW, Washington, DC, United States

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…

CFA® Exam Open House with Kaplan Schweser

District Offices 10 G Street NE, Suite 600, Washington, DC, United States

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®…

[SOLD OUT] CFA® Practice Exam – All Levels

George Mason University - Arlington Campus 3351 North Fairfax Drive, Arlington, VA, United States

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®.…

A Deep Dive Into RegTech

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

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,…

Annual Dinner

The Ritz-Carlton, Washington, DC 1150 22nd Street, NW, Washington, DC, United States

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…

The Future of Custodial Business

Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States

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, t​technology services,…

Introduction to Ethical Decision Making: Exploring Additional Case Studies

Virtual Virtual

This Exploring Additional Case Studies webinar builds on the material discussed in the Introduction to Ethical Decision-Making webinar offered previously. Participants will discuss and apply the CFA Institute's decision-making framework to additional case studies. We recommend participating in Introduction to Ethical Decision-Making webinar before registering for Exploring Additional Case Studies. Both live programs are repeated…

Alternative Investments: Best Strategies for Current Markets

Fried, Frank, Harris, Shriver & Jacobson LLP 801 17th Street, Washington, DC, United States

Current markets have striking similarities to 2006-2007.  Despite cautionary signs that the economy is slowing, private equity funds have been raising at breakneck pace.  The market multiples of fund platform investments and add-on investments have been hitting highs.  How have those high flying 2007 vintage year funds fared 12 years on?  Can alternative investors time…

REITs and Direct Private Market Investing in the Internet Age

Clyde's of Gallery Place 707 7th St NW, Washington, DC, United States

Are the characteristics of primary real estate markets changing? Join us and learn what public and private real estate looks like for the average investor compared to the larger players. Learn how technology, Fed policy and current economic conditions will impact the future of commercial real estate market. On January 24, 2019, come​ hear the takes from…

Introduction to Ethical Decision-Making Webinar

Virtual Virtual

This Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. Each session will include: An examination of the factors that lead well-meaning individuals to make unethical decisions An explanation of how to apply a framework for…

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