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…
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…
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…
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…
© 2024 CFA Society of Washington, DC
