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M&A Deal Structuring and Merger Modeling

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

This course focuses on the mergers and acquisitions process, the basics of deal structures, and covers the main tools and analyses that M&A investment bankers and acquirers utilize. Learn about common ​​structural issues, crucial merger consequence analysis and structures and methodologies. Translate fundamentals into different modeling techniques, including the most basic and widely used back-of-the-envelope…

Bethesda Happy Hour – Sustainable Investing

Silver Diner Bethesda 7150 Woodmont Ave, Bethesda, MD, United States

Sustainable Investing goes by many names - impact investing, ESG, SRI, double-bottom line. It's where you align your investments with your values. All are welcome! Whether you're a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who'd like to learn more about working in the space, an investor who…

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…

Women’s Investment Network (WIN) Happy Hour

Daily Grill 1220 18th Street NW, Washington, DC, United States

​You​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

St. Pat’s Run

Washington Monument 2 15th St NW, Washington, DC, United States

Organized by the CFAW Member Engagement Committee, our Society running team invites you to participate in the St. Pat's Run on March 17th, 2019 followed by happy hour. Register at www.runpacers.com/race/st-pats-run/ 5K | 10K | Double | Kids Dash | $10-65 *WIN Group: WIN will run the 5K starting at 8:15AM. Contact Christine Song or Cheo…

Advanced Excel for Data Analysis

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

Course Goals: This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis…

Bethesda Happy Hour – Sustainable Investing

Silver Diner Bethesda 7150 Woodmont Ave, Bethesda, MD, United States

Sustainable Investing goes by many names - impact investing, ESG, SRI, double-bottom line. It's where you align your investments with your values. All are welcome! Whether you're a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who'd like to learn more about working in the space, an investor who…

Women’s Investment Network (WIN) Happy Hour

Daily Grill 1220 18th Street NW, Washington, DC, United States

You​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

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…

Bethesda Happy Hour – Sustainable Investing

Silver Diner Bethesda 7150 Woodmont Ave, Bethesda, MD, United States

Sustainable Investing goes by many names – impact investing, ESG, SRI, double-bottom line. It’s where you align your investments with your values. All are welcome! Whether you’re a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who’d like to learn more about working in the space, an investor who…

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Email
info@cfawashington.org
Phone
(571) 568-3507
Address
1101 Wilson Blvd.
6th Floor
Arlington, VA 22209

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