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

    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…

    $25.00
  • Book Club – December 2021

    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

    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

    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

    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!

  • CFA Study Group – Level 2

    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 14 - Employee Compensation: Post- Employment and Share-Based RSVP to Esref Mehmet Goksu & attend via Google Meet!  

  • Book Club – October 2021

    Virtual

    October’s book club selection is The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution by Gregory Zuckerman. From the publisher: “Drawing on unprecedented access to Simons and dozens of current and former employees, Zuckerman tells the gripping story of how a world-class mathematician and former code breaker mastered the market. Simons…

  • Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass

    Virtual

    The PE Masterclass: Crushing the paper LBO is just the beginning... Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling, where participants will…

  • Data Science in Asset Management

    Virtual

    Practical Applications of Data Science in Asset Management – Demonstration of Tools and Use Cases Session I - 12:30 PM – 1:30 PM EST Come learn how data science and machine learning are used in practice for asset management and forecasting from two practitioners in the field. We will take an interactive deep dive into…

  • CFA Study Group – Level 2

    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 13 - Intercorporate Investments RSVP to Esref Mehmet Goksu & attend via Google Meet!