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.…
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…
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 weaves together four globe-spanning stories of corruption tied to the world’s most powerful dictatorships. Is this connection between money, violence, and kleptocracy unavoidable? Join us…
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…
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…
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., and Andrew Cross, Co-Founder of HotBox Pools. Jeff will discuss technology needs behind building an app or website for a small business and Andrew will…
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…
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…
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…
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…
Join Level 2 CFA Program 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 reading material below. Study Group Topic #3: Financial Reporting and Analysis Reading 16 - Analysis of Financial Institutions RSVP to Esref Mehmet Goksu & attend via Google Meet!
Join CFAW for a live webinar discussion with Joyce Chang, one of Wall Street’s best-known analysts. Ms. Chang is ranked by American Banker as one of the most powerful women in finance. Joyce will discuss how she navigated her career path and give an update on the markets and what is next for investors in…
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