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

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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and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms.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

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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and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms.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and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms.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

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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…

Book Club – February 2022

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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…

Women in Hedge Funds & Investing Themes for the Future

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The Women's Investment Network (WIN) invites you to our monthly virtual event on December 13, 2021, from 5 to 6 pm ET. Our featured speaker is Ms. Barbara Ann Bernard, Founder and CIO at Wincrest Capital. She will discuss her views regarding decarbonization and inflation, and her strategies positioning for these investing themes. She will…

Reflections on the 50-year Anniversary of the Index Fund

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Fifty years after the birth of the index fund, passive investing now accounts for more than $20 trillion, equal to the entire gross domestic product of the US, and is today a force reshaping markets, finance and even capitalism itself in myriad subtle but pivotal ways. Join Russ Wermers, Endowed Chair in Finance and Director…

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

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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…

Book Club – December 2021

Virtual 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…

Closing the Gender Income/Wealth Gap

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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…

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