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…
Come connect and reconnect with fellow WIN members at this month’s virtual happy hour where our featured speaker, Jennifer Mermel, will discuss how to build a career in finance. She will share her views on how to differentiate yourself from your peers, accelerate your level of responsibility, create a positive work community, and find or…
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and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms.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,…
The next selection of the CFA Washington Book Club is Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice by Bill Browder. The publisher describes it as “a shocking true-life thriller about corruption, dirty politics and murder in Russia by one of Putin's Most Wanted.” Join your fellow CFAW…
CFA Society Washington, DC is happy to announce the return of the ESG Summit to a 1-day, in-person conference. We invite you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. The agenda…
March’s selection is Stop. Think. Invest by Michael Bailey, a CFAW member. This book walks readers through some of the pitfalls that bias and emotion can trigger as investors research a new idea, make the first trade, and manage ups and downs over a full investment life cycle. The book breaks down complex behavioral finance…
Calling all CFA Society Washington, DC runners! Join us for the Four Courts Four Miler, a fun, challenging, and St. Patrick’s Day-themed jaunt that starts and ends at Ireland’s Four Courts in Arlington. As you might expect, it features a lively post-race celebration. It’s the perfect setting to meet your CFAW colleagues. A few of…
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,…
This third installation of a member-organized event series will feature two start-up entrepreneurs from the local company BarTrack. We will be speaking with Hunter Markle and Brett Danielson from BarTrack. Join CFAW members on March 2, 2021 to learn more about business efficiency. Speakers: Brett Danielson, Co-Founder & CEO, BarTrack brett@bartrack.beer Hunter Markle, Co-Founder, BarTrack…
February’s selection is Reimagining Capitalism in a World on Fire by Rebecca Henderson. From the publisher: “A renowned Harvard professor debunks prevailing orthodoxy with a new intellectual foundation and a practical pathway forward for a system that has lost its moral and ethical foundation. Free market capitalism is one of humanity’s greatest inventions and the…
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