Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value? Invesco Global Consulting teamed up with political consultant and word specialist, Maslansky + Partners, for a 6-month study on what investors think. What do they value and how should their financial professionals respond? Do they want…
The Member-Organized Book Club returns with another thrilling story of financial malfeasance. October's book selection is Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World by Tom Wright and Bradley Hope. If you thought The Wolf of Wall Street was shocking, just wait until you learn how it was financed. Please join your fellow CFAW…
This interactive webinar is about analyzing and understanding the factors that underpin high performance; the frameworks necessary for building performance at the individual level, and the core elements leaders should pay attention to, when developing team cadence. Aimed at managers and those soon to enter a management position, participants by the end of the webinar…
What does the future hold for asset management regulation? This marquee conference is dedicated to answering that very question. You are invited to join us for an insider’s view during this half-day virtual conference dedicated to the future of both institutional asset management and wealth management. You’ll hear from a panel of industry insiders who…
FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics: The Power & Art of Business Modeling in FP&A Data Visualization & Storytelling Outputs & Variance Analysis Scenarios & Sensitivities…
Join us on Thursday, October 15 at 4 PM ET for a live webinar discussion with Danielle DiMartino Booth, a global thought leader on monetary policy, economics, and finance. Ms. DiMartino Booth will discuss how she navigated her career path and share insights on the current macroeconomic and investment environment in the U.S. and globally. Among other topics, we will…
Thriving and surviving in the new era of virtual presenting. Presenting virtually to clients, colleagues and even family members requires adapting and adopting to the new demands of digital meetings. The stakes are high; much of our success depends on our ability to communicate effectively. Yet there’s little guidance today for virtual presenters beyond the technical…
Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new…
Join CFAW for this engaging and insightful webcast on the US presidential election and how the results could impact the markets. Kate Fulton, Managing Director, BlackRock, Melissa Kahn, Managing Director, State Street Global Advisers and Kurt Schacht, CFA, Head of Advocacy, CFA Institute will host a panel discussion about what to expect from the next…
We’ve added a new twist to CFA Society Washington, DC's ever popular fall kickoff event! This year, instead of serving the finest beer on tap, we’ll be teaching our members how to make delicious craft cocktails from home. Join your friends and colleagues for this year’s Annual Members Reception, featuring our first ever Mixology Workshop!…
Current investment trends in the United States 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. Dr. David I Kass, Clinical Professor, Department of Finance at the Smith School of Business at the…
Looking to enter the investment management industry? The CFA® charter helps unlock a full range of job opportunities, strengthens your investment knowledge, and costs less than a semester of some traditional MBA programs. Join Kaplan Schweser and a panel of CFA charterholders as we discuss how to earn the charter, who its best for, and…
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