CFA Exam Study Group – Level II
Virtual
Join fellow candidates for a member-organized CFA Exam Study Group! Esref, the study group coordinator, has prepared a few slides to review & discuss the Level 2 material below. Study…
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Events
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Book Club – February 2021
VirtualFebruary’s member-organized book club selection is Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork by Reeves Wiedeman. Thanks to a charismatic leader and a promise to make…
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Behavioral Finance 2.0: Money, Happiness, and the Future of Wealth Management
VirtualThe business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. Well…
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Start-Up Sizzle: Small Business Interview Series
VirtualIntroducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This first event will feature two start-up companies: ZERV, an online booking platform for businesses in…
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Women’s Investment Network (WIN) Happy Hour – Bring Your Best Zoom Face – Part 1
VirtualWomen's Investment Network (WIN) monthly happy hours are back - virtually! Please join us on Wed. January 27th at 5 pm ET as we gather online to kick off the…
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Asset Allocation Panel 2021
VirtualThe US and global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 pandemic. As evident in March 2020, the markets can still drop, and all future projections can change on a dime due to real current events or even fears of a COVID-19 shutdown. An additional…
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Headhunter’s Ball: Investment Employment Outlook 2021
VirtualCFA Society Washington, DC’s Investment Professional Employment Outlook will tackle various employment topics. At this event, investment industry executive recruiters and local HR executives will provide color on the current hiring trends within the Finance and Investment industry, as well as their expectations for the upcoming year. We’ll explore which investment areas are growing the fastest and…
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Book Club – December 2020
VirtualGet ready for a very special edition of the CFAW member-organized Book Club. December’s selection is The Wandering Investor by Brendan Hughes, who just so happens to be a CFAW member. His book chronicles…
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Healthcare Economic Outlook: Impact & Opportunities of the 2020 Election
VirtualU.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more pronounced in the 2020 cycle as the healthcare sector now represents the second largest in the S&P500 just behind technology. Further, the current environment has…
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Financial Valuation and Modeling Boot Camp
VirtualCFA Society Washington, DC is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job. During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study approach.…
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Introduction to Project Finance Boot Camp
VirtualProject 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 Practices You will learn…
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Financial Storytelling – Part II
VirtualFinancial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience. This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills.…
