Distinguished Speaker Luncheon – Afsaneh Beschloss
November 5: 12:00 pm – 2:00 pm
CFA Society Washington, DC is honored to welcome Afsaneh Beschloss, Founder and CEO of RockCreek to the podium at this upcoming distinguished speaker luncheon.
In 2021, Ms. Beschloss was named by Barron’s as one of the “100 Most Influential Women in U.S. Finance,” for the second consecutive year in a row. In the same year, Beschloss was recognized by American Banker as one of the “25 Most Powerful Women in Finance.” She is the recipient of the Institutional Investor Lifetime Achievement Award, as well as and the Robert F. Kennedy Ripple of Hope Award.
During this luncheon discussion with Julie Dellinger, CFA, Chair of CFA Society Washington, DC, Ms. Beschloss will reflect on her decades-long career in finance, offer valuable career advice, and impart her guiding principles used to shape major decisions throughout her professional life. Beschloss’ primary focus has been on smart, climate investments. As such, she will illustrate what that means to her and, of course, discuss returns.
Join CFAW on Friday, November 5 to hear first-hand from Ms. Beschloss on the challenges and rewards she’s faced while leading a global investment firm.
Founder & CEO, RockCreek
Ms. Beschloss is the founder and CEO of RockCreek, a leading global investment firm. Previously, she was Managing Director and Partner at the Carlyle Group. She was Treasurer and Chief Investment Officer of the World Bank and worked at Shell International and J.P. Morgan. Ms. Beschloss has advised governments, central banks, and regulatory agencies on global public policy and financial policy.
She led the World Bank’s energy investments and policy work on sustainable investing in climate-related renewable energy, power, and infrastructure projects. She founded its Natural Gas Group as a transitional fuel to reduce carbon emissions.
Ms. Beschloss is on the boards of the Institute for Advanced Study in Princeton, the Council on Foreign Relations, the World Resources Institute, the American Red Cross, and is the Vice-Chair of the Public Broadcasting Service (PBS).
Julie H. Dellinger, CFA
Board Chair, CFA Society Washington, DC
Julie Dellinger is an investment executive with 40+ years’ experience developing and managing institutional and retail investment programs and products. She is the Founder & CEO of Westminster Investment Consultants, a boutique consultancy advising institutional clients on investment program and product design and management, risk management, and governance matters. Julie holds the Chartered Financial Analyst (CFA) designation and is a past member of the CFA Institute’s Council of Examiners. She received a BA with honors in Economics from Duke University and an MBA in Finance and Investments from The George Washington University.
- CFA Institute PL Credit Hours: 1 Credit
- CFA Institute Competency Framework Skill: Industry Awareness and ESG Integration
- The Mayflower Hotel – 1127 Connecticut Ave NW, Washington, DC
- Farragut North (Red Line) or Farragut West (Blue, Orange & Silver Lines)
- CFAW Members: $65
- Non-Members: $85
Due to the COVID-19 pandemic, CFA Society Washington, DC is taking precautions to ensure attendee safety while attending in-person events. We are asking that all attendees be fully vaccinated against COVID-19. If you are sick or feeling you are getting sick, we ask that you please stay home.
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