This event is part of CFAW’s Investment Innovation Series which is designed to bring the latest information and newest innovations to DC’s investment management community. These events are sponsored by a host firm and free to anyone to attend. *By registering for this event, your name, title, firm, and email will be shared with the host firm. 

Investment Innovation Series
Structuring Portfolios with Defined Volatility ETFs

This webinar offers a deep dive into defined volatility strategies, which aim to manage downside risk while participating in market growth by targeting consistent volatility levels. Attendees will gain a better understanding of the tools and instruments used to define and manage volatility. This webinar will discuss how to align volatility strategies with your investment objectives.

Learning Objectives: 

• Introduce and define the concept of Defined Volatility as an investment strategy
• Break down how a defined volatility investment product works, including its key components such as options, underlying indices, and volatility control mechanisms
• Explore real-world applications and interpret performance in different market conditions

Who Should Attend:

Date: November 12, 2025

Time: 11:00 am – 12:00 pm
Location: Zoom (Link to be sent 24-48 Hours Before the Webinar)

Free to Register

REGISTER NOW!

Speakers: 

Patrick Rista
ETF Specialist, Westwood Holdings Group

Keith Cunningham
Head of Product, WEBs Investments

Ben Fulton
Founder & CEO, WEBs Investments

Sponsored by:

This event is part of CFAW’s Investment Innovation Series which is designed to bring the latest information and newest innovations to DC’s investment management community. These events are sponsored by a host firm and free to anyone to attend. *By registering for this event, your name, title, firm, and email will be shared with the host firm. 

Investment Innovation Series
Opportunity Zone Investing: A Potential Tax Solution for Harvesting Gains –
Today and in the Future. 

The CFA Society of Washington, DC invites you to an educational webinar with Redbrick LMD, a Washington, DC-based real estate investment, management, and development firm. Redbrick will discuss the key considerations for investors who are harvesting a current gain and may consider Opportunity Zone (OZ) investing as a tax solution for potentially enhancing returns.  

Redbrick will also summarize the changes recently approved by Congress as part of the One Big Beautiful Bill Act (OBBBA). Gain a deeper understanding of how OZ is and will remain a potentially powerful tax solution for investors harvesting short and long-term gains from the sale of a business, securities, real estate, crypto, etc.  

Learning Objectives: 

• Gain an overview of Opportunity Zones and their economic impact.  
• Understand the benefits of OZ 1.0 and the transition to OZ 2.0 under the OBBBA.  
• Evaluate key investment considerations and risks associated with Opportunity Zone strategies.  

Who Should Attend:

CE Credits:

Date: October 30,2025

Time: 12:00 PM – 1:00 PM
Location: Zoom (Link to be sent 24-48 Hours Before the Webinar)

Free to Register

REGISTER NOW!

Speakers: 

Jason Cross
Managing Director, Capital Markets, Head of Investor Relations

This event is part of CFAW’s Investment Innovation Series which is designed to bring the latest information and newest innovations to DC’s investment management community. These events are sponsored by a host firm and free to anyone to attend. *By registering for this event, your name, title, firm, and email will be shared with the host firm. 

Investment Innovation Series
Liquid Factor Models: How Well Do You Know Your Risk?

Our discussion will review a new factor model using liquid instruments which are transparent, cheap, and efficient to trade, intended to create more intuitive and less-correlated risk factors. Stemming from his own published research, Mr. Rosenthal will suggest instrument combinations creating intuitive, less-correlated factors and an estimation method designed to help produce more stable exposure estimates, reducing the need for unnecessary re-hedging. In the discussion, we will outline that a liquid factor model explains most of the returns for investment funds with diverse holdings and objectives and this explanatory power is comparable to or better than other commonly used factor models. Liquid factor models allow for us to better estimate fund alphas and inexpensively eliminate and/or enhance exposures. We’ll conclude the discussion with a few tangible examples, analyzing funds with diverse holdings and objectives and show how liquid factor models can produce comparable but more actionable analyses.

Who Should Attend:

CE Credits:

Date: May 12, 2025

Time: 2:00 PM – 3:00 PM (30-minute presentation + 30-minute Q&A)
Location: Zoom (Link to be sent 24-48 Hours Before the Webinar)

Free to Register

REGISTER NOW!

Speakers:

 Greg Bauer
Executive Director, Institutional, Parametric Portfolio Associates

This event is sponsored by the following firm:

Investment Innovation Series
Secondary Private Equity:
Market, Trends, Opportunity, Portfolio Allocation

With Private Equity growing to almost $5 trillion in the past decade and new evergreen 1099 vehicles coming to market, investors are now able to invest in Private Equity Secondaries.  Why is now the time to invest in Secondaries and how can investors of all sizes invest in the asset class?  Please join Peter Grape, Managing Director from Lexington Partners, the firm that conducted one of the first Secondary transactions over 30 years ago, Daniel E. Rodriguez, MBA, CIMA Director of Alternatives from Franklin Templeton and Chad R. Morgan, CFA of Franklin Templeton to learn about the asset class and the current market for Private Equity Secondaries.

Key Takeaways:

• Insights into current trends and opportunities in Secondary Private Equity
• Understanding different investment vehicles available to clients
• Strategies for effective portfolio allocation in private markets

Who Should Attend?

This session is designed for Private Wealth Managers, Research Teams, CIOs, Financial Advisors, and Analysts looking to expand their knowledge of private equity and secondary markets.

Date: April 29, 2025

Time: 12:00 PM – 1:00 PM (30-minute presentation + 30-minute Q&A)
Location: Zoom (Link to be sent 24-48 Hours Before the Webinar)

Cost: Free to Members Only 

REGISTER NOW!

Speakers:

Peter Grape, Managing Director, Lexington Partners
Peter Grape is a Managing Director of Lexington Partners primarily engaged in the evaluation of secondary purchases of private equity and alternative investments. Prior to joining Lexington in 2013, Mr. Grape was an associate in private equity at AlpInvest Partners and prior to that he was an analyst in corporate banking at Citigroup.
Mr. Grape graduated from Duke University with a BS in economics and a BA in history.

Daniel E. Rodriguez, MBA, CIMA, Director of Alternatives, Franklin Templeton
Chad R. Morgan, CFA, RIA/Family Office Market Leader, Franklin Templeton

Sponsored BY