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and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms.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and will continue to have profound effects on the careers and peace of mind of those who have come to depend on outdated paradigms.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

Book Club – February 2022

Virtual Virtual

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

Virtual Virtual

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

Virtual Virtual

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…

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