This workshop is for any member of the CFADC or finance community (chartered or not) who is interested in developing their skills as a writer. The inaugural meeting is set for Thursday, September 15, 2022 at 6 p.m. Workshop Details Meet in-person (roughly every 3-6 months). Workshop format: Ahead of each meeting, each group member shares a short (<500 words) piece or excerpt from…
Our next selection is America’s Bank: The Epic Struggle to Create the Federal Reserve by Roger Lowenstein. According to the publisher, “Readers of this gripping historical narrative will wonder whether they’re reading about one hundred years ago or the still-seething conflicts that mark our discussions of banking and politics today.” And with America’s current…
Overview: Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally, firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands, often thriving in…
Whether you are talking to one person or a group of people, public speaking is the way that a business can reach potential customers on a personal level. Being able to comfortably speak in public is a key skill that people in the business world should possess. This is first in a series of webinars…
The urgency to act on climate change is real and widely recognized. Governments, investors, and companies are pursuing “Net Zero” strategies, scrutinized through mandatory disclosure. Yet there remains a significant policy and technological uncertainty. Among the huge variety of technologies, business strategies, and public policies to support decarbonization, which will prevail and make a real…
We are in a world that's changing rapidly. New technologies and processes are disrupting all aspects of society, and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms. As the pressure builds for us to remain ahead of each new wave,…
It’s summertime! Come out and join CFAW friends over happy hour for hosted appetizers and drinks (cash bar) as we come together to network at AKB Bar located in the Archer Hotel in Tysons. This location was so well liked from those that attended our January HH that we’re going back! The Archer Hotel is…
The next selection of the CFA Washington Book Club is Mine! How the Hidden Rules of Ownership Control Our Lives by Michael Heller and James Salzman. The book “draws on mind-bending, often infuriating, and always fascinating accounts from business, history, courtrooms, and everyday life to reveal how the rules of ownership control our lives…
Come join fellow CFAW members and celebrate the announcement of our new Board Chair and Directors and thank our outgoing Board members. This is our last major event before the summer vacation season begins and is always a popular event among members. Catch up with old friends and add contacts to your professional network, all…
Interest rates have risen dramatically in 2022 but remain low, especially when compared to elevated inflation levels. Investment-grade debt is still yielding less than inflation. Historically, most RIAs have focused on liquid, investment-grade bonds or ETFs and mutual funds that invest in liquid bonds to fulfill the fixed income mandate in client portfolios. Now, RIAs…
Please join us on Thursday, June 9th for a conversation to gain a better understanding of the potential expected returns, and risks, of investing now in the various energy markets. Given the policies of the Biden Administration and the political trends in the U.S., together with the recent changes in the geo-political environment (Russia Invasion of Ukraine, possibly of a renewed Iran Deal,…
We’re happy to be back together and in person for our 2022 Annual Dinner! It will be held at the Crystal City Gateway Marriott in Arlington, VA. The Annual Dinner is the Society’s most prestigious networking event of the year and routinely sells out. It has become the premiere event for the Washington, DC financial investment industry. On…
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