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Fireside Chat with Barbara Novick

The Women's Investment Network (WIN) invites you to our monthly virtual event on January 25, 2021, from 5 to 6 pm ET. Our featured speaker is Ms. Barbara G. Novick. Ms. Novick was a co-founder of BlackRock; Ms. Novick transitioned from Vice Chairman to Senior Advisor as of February 2021. From the inception of BlackRock…

Investing Happy Hour – Bethesda

World of Beer - Bethesda 7200 Wisconsin Ave, Bethesda, MD, United States

This is a casual, member-organized happy hour for people to get together to discuss topics related to investing. Please RSVP via email to Brendan Hughes (Hughes2525@gmail.com) and Zach Weiss (zachweiss45@gmail.com) and plan to meet at World of Beer in Bethesda.

CFAW Members Only Holiday Party

Convene - Rosslyn Center 1201 Wilson Blvd, 30th Floor, Arlington, VA, United States

The holiday season is upon us! We can't think of any better way to celebrate the end of 2021 than to gather with our peers across the Society and stunning views of Washington, DC. Please join us on December 16 from 6 - 8 PM ET for a fun and festive celebration at Convene in…

Women in Hedge Funds & Investing Themes for the Future

Virtual Virtual

The Women's Investment Network (WIN) invites you to our monthly virtual event on December 13, 2021, from 5 to 6 pm ET. Our featured speaker is Ms. Barbara Ann Bernard, Founder and CIO at Wincrest Capital. She will discuss her views regarding decarbonization and inflation, and her strategies positioning for these investing themes. She will…

Reflections on the 50-year Anniversary of the Index Fund

Virtual Virtual

Fifty years after the birth of the index fund, passive investing now accounts for more than $20 trillion, equal to the entire gross domestic product of the US, and is today a force reshaping markets, finance and even capitalism itself in myriad subtle but pivotal ways. Join Russ Wermers, Endowed Chair in Finance and Director…

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

Virtual 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 returns from an asset class that has been a backbone of portfolios for decades. Come listen to asset allocators discuss how they’re trying to solve…

Book Club – December 2021

Virtual Virtual

December’s selection is The Fear Index by Robert Harris. From the publisher: “High-tech finance and sophisticated computer programming combine in this terrifying and fiendishly smart thriller.”  This novel tells the story of a secretive researcher who uses artificial intelligence to predict movements in the financial markets with uncanny accuracy. Join your CFAW peers to discuss…

Charter Recognition Ceremony

City Club of Washington, DC 555 13th Street NW, Washington, DC, United States

Each year, CFA Society of Washington DC (CFAW) celebrates the hard work, dedication, and professional commitment of those who have recently earned their CFA designation. As the local CFA society, we are extremely proud of the accomplishment new charterholders have made during such an unprecedented time! New charterholders are cordially invited to join us for…

Closing the Gender Income/Wealth Gap

Virtual Virtual

The Women's Investment Network (WIN) invites you to a virtual member-organized event on November 18, 2021, from 6 to 7 PM ET. The featured speaker is Ms. Christine Benz, director of personal finance and retirement planning for Morningstar. She will delve into women's income and wealth versus men's, how/whether women invest differently than men, and…

2022 Asset Allocation Luncheon

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

The level of fear and uncertainty in the future direction of the equity markets has never been greater and together with low interest rates, there is heavy discussion amongst organizations on how to achieve the best risk/reward returns over the next 5 to 30 years. Join CFAW's panel of Chief Investment Officers on November 18…

CFA Study Group – Level 2

Virtual Virtual

Join Level 2 CFA Program candidates for a member-organized CFA Exam Study Group! Esref, the study group coordinator, has prepared a few slides to review & virtually discuss the Level 2 reading material below. Study Group Topic: Reading 16 – Analysis of Financial Institutions RSVP to Esref Mehmet Goksu & attend via Google Meet!  

CFA Study Group – Level 2

Virtual Virtual

Join Level 2 CFA Program candidates for a member-organized CFA Exam Study Group! Esref, the study group coordinator, has prepared a few slides to review & virtually discuss the Level 2 reading material below. Study Group Topic: Reading 15 – Multinational Operations RSVP to Esref Mehmet Goksu & attend via Google Meet!

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