Volunteers are at the heart of CFAW's work. Because of the contributions of volunteers' time, talent and expertise, CFAW is able to provide the essential information and tools, vibrant community, and engaging experiences that we all value so highly. Together, we can accomplish incredible things and move the investment management profession forward. With that in…
CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. We have dedicated a full day to the rise and status of sustainable investing among asset owners.…
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…
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…
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…
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.
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…
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…
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…
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.
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,…
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…
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