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Wharton Private Equity Certificate Program Affiliate Fall

Virtual Virtual

We are excited to share that CFA Washington members are eligible to receive $300 off tuition for the Wharton & Wall Street Prep Private Equity Certificate 8-Week Online Program. (Use code CFAWASH at checkout) The Private Equity Certificate Program is a self-paced rigorous online program for professionals pursuing careers in private markets. Taught jointly by…

Echo Chambers: How They Hurt Returns, and the Benefits of Diverse Perspectives in Research

Virtual Virtual

Virtual Event: "Echo Chambers: How They Hurt Returns, and the Benefits of Diverse Perspectives in Research" August 23, 2023 | 12:00 PM-1:00 PM Actively seeking diverse viewpoints may improve returns when investing in stocks. Investing according to an “echo chamber” that reproduces and reinforces prior opinions, however, can severely drag on performance. New research by…

Wharton & Wall Street Prep Private Equity Certificate 8-Week Online Program

Virtual Virtual

We are excited to share that CFA Washington members are eligible to receive $300 off tuition for the Private Equity Certificate Program from Wharton Online and Wall Street Prep.   The Private Equity Certificate Program is a self-paced rigorous online program for professionals pursuing careers in private markets. PROGRAM AT A GLANCE Registration Deadline: April…

Is ESG Investing a Violation of Fiduciary Duty?

Virtual Virtual

ESG investing has garnered strong support from prominent figures like CEO Larry Fink making it the industry norm. But can an asset manager uphold their fiduciary duty to maximize the value of their client's investment while advancing social and political objectives? State officials across America don’t think so, taking public stands against ESG investing in an attempt…

Risks, Opportunities, and the Need for Agility: 2023 Asset Allocation Outlook

Virtual Virtual

Sébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, will share key insights into navigating the coming year in the current macro environment. He will cover current multi-asset class positioning, historical context, and what could be important inflection points in the current regime that investors should pay attention to…

Data Visualization and Business Analytics with Microsoft Power BI Training Course

Virtual Virtual

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…

Coaching Yourself to Success During Volatile Times: A Three-Part Series

Virtual Virtual

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,…

[Webcast] Energy Outlook and Investment Trends

Virtual Virtual

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,…

Coaching Yourself to Success During Volatile Times: A Three-Part Series

Virtual Virtual

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,…

Coaching Yourself to Success During Volatile Times: A Three-Part Series

Virtual Virtual

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,…

Start-Up Sizzle #3: Small Business Interview Series

Virtual Virtual

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…

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