• Certificate in ESG Investing

    Virtual

    Are you interested in accelerating your career? With the Certificate in ESG Investing, you can master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset. The Certificate in ESG Investing offers you both practical application and technical knowledge in the fast-growing field of ESG Investing - an opportunity to both accelerate…

  • Annual Meeting & Summer Grilling Master Session

    Virtual

    Please join CFAW on Thursday, June 24th for a mouthwatering evening that will leave you fired up and ready to take on the summer grill season. This Annual Meeting is a chance to celebrate the end of an unprecedented program year, usher in the early days of summer, and toast to the accomplishments of the…

    Free
  • U.S. Equities Boom or Bust Update 2021

    Virtual

    Current investment trends in the United States continue to shift almost daily and present contrasting sides of whether U.S. Equities are a bubble ready to implode or are a great buying opportunity that still offer the best long-term Investment available. Gabriel Petre, Lead Investment Strategist World Bank Pension Plans, and Jill Hall, CFA and U.S.…

    $25.00
  • SPAC Attack: Examining Special Purpose Acquisition Companies

    Virtual

    The recent IPO surge of special-purpose acquisition company (SPACs) is an important market development.  While the SPAC vehicle is not new, SPAC IPOs now comprise the majority of U.S. IPOs. The explosive growth continued into early 2021 and has raised concerns about whether the mania is reaching bubble proportions and whether disclosure and marketing practices offer adequate protections to…

    Free
  • Book Club – May 2021

    Virtual

    May’s book club selection is Kleptopia: How Dirty Money Is Conquering the World by Tom Burgis. Named as a notable book of 2020 by The Economist and The Washington Post, Kleptopia…

  • Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass

    Virtual

    Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling, where participants will learn how to build a real, complex LBO model the way…

  • Cannabis Industry Update: Weeding Through the Insights and Opportunities

    Virtual

    Some are comparing the legalization of cannabis to the end of Prohibition and there is no shortage of large and small green entrepreneurs racing to claim their stake in what Grand View Research estimates to be a $66 billion industry by the year 2025. However, are the people, the local, state and federal governments and…

    $25.00
  • Start-Up Sizzle #2: Small Business Interview Series

    Virtual

    Introducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This second installation will feature two start-up entrepreneurs: Jeff Mullen, Founder of Driver One Inc.,…

  • Introduction to Project Finance Boot Camp

    Virtual

    Course Goals and Overview: Project Finance Modeling requires complexity not seen in typical corporate finance models. This course breaks down everything needed to build and interpret project finance models for a transaction. Learn project finance financial statement modeling, debt sizing mechanics, running upside & downside cases, and more. Day 1: Project Finance Principles; Modeling Best…

  • Active and Passive Interplay and Outlook

    Virtual

    A basic premise of active management is that with enough skill, it’s possible to outperform the market consistently. Historical data, however, do not support this view, and the index fund industry has grown and prospered as a result. This program will discuss some of the reasons why active management has been historically difficult and offer…

    $25.00
  • Investment Selection Contest Kick-Off

    Virtual

    Join CFAW's Member Engagement Committee for a free, brief, informal kick-off session discussing the 4th Annual Investment Selection Contest! Learn how to sign up for CFAW's Investment Selection Contest, create an alias to disguise your portfolio selections, and ask any questions about the competition. We want to see how you can grow $1,000,000 fictional seed…

  • Tech Wreck or Table Stakes? The Current State of Cryptocurrencies

    Virtual

    Is it a currency? Is it a commodity? Does it contain an embedded store of value? Who is really controlling it? There are many questions floating around about cryptocurrencies like Bitcoin, Etherium and Litecoin as well as the platforms where they trade. As the public has experienced FOMO (fear of missing out) from observing the…

    $25.00