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7/21/2020 4:00 PM7/21/2020 5:15 PM

Ethical Decision-Making Workshop
July 21 | 4:00 PM - 5:15 PM ET

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Together, let's explore "how to do the right thing even if no one is watching."

  • Can ethics be dangerous to your career?
  • What should you do if you are asked to do something that you believe is illegal or unethical?

Although ethical dilemmas are a normal and predictable part of the workplace, they can be damaging to a professionals' career if they are not prepared for the organizational challenges that may test personal values and a commitment to doing the right thing.

This interactive webcast examines a real-life dilemma that investment industry professionals may face in their careers, and that may not have a clear right or wrong response. Participants consider potential courses of action to address the issues involved and vote on one they believe is best, which sparks lively discussions and reveals unique perspectives. Participants will also learn about the CFA Institute Ethical Decision-Making Framework and how they can use it to analyze a situation or dilemma.

Speakers:
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Michael G. McMillan, CFA, PhD, CPA, CCEP
Director, Ethics Education and Professional Standards,
CFA Institute


Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California.

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Senior Director, Wealth Manager,
BNY Mellon Wealth Management

Victor Krasij is a Senior Wealth Manager in the McLean, VA office of BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs.

This program has been granted 1.5 CFP CE Credit.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  
7/28/2020 11:00 AM7/28/2020 12:00 PM
​The Economic Impact of COVID-19 & The Impact on Markets
July 28 | 11:00 AM – 12:00 PM ET

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As uncertainly about COVID-19 persists, financial markets around the world have staggered. The global economic damage is already evident and represents the largest economic shock the world has experienced in decades. Governments continue to support the economic recovery and asset prices via an unprecedented amount of liquidity and fiscal stimulus. There is much uncertainty and many questions. 

Join CFA Society Washington, DC during this informative webcast as our speakers offer their perspectives on what must happen for the global economy to return to ‘normal’, what shape of economic recovery will the U.S. experience (swoosh-shaped, V-shaped, W-shaped), what are the longer-term expectations for interest rates and GDP growth, what activities may never return, which aspects of the “new normal” will become permanent and much more.

Speakers:

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Katie Kolchin, CFA
Director of Research
SIFMA

Ms. Kolchin is an experienced global equity research analyst, with a unique background focused on market infrastructure and capital markets more generally. 

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M. Ayhan Kose

Director, Prospects Group
Equitable Growth, Finance, and Institutions
World Bank Group

Ayhan Kose is Director of the World Bank Group’s Prospects Group. In this capacity, he leads the Bank’s work on global macroeconomic outlook, financial flows, and commodity markets.

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David Lefkowitz, CFA
Head of Equities Americas
UBS Global Wealth Management

David is Head of Equities Americas in CIO Global Wealth Management. He has 25 years of experience as an equity analyst, portfolio manager, and strategist. 

Moderator:

Regional President in Washington, DC
BNY Mellon Wealth Management

Camille is the Regional President for BNY Mellon. In this role, Camille oversees all aspects of Wealth Management product portfolio and client relationship management in the DC Region. 
  
7/29/2020 4:00 PM7/29/2020 5:30 PM

[Webcast] Your Resume Vs. Your LinkedIn Profile - What You Need to Know

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This is a FREE Members Only Event 

Is your resume communicating how you can help a prospective employer in the 15 seconds a hiring manager is going to look at it?  Are the keywords in your LinkedIn profile strategically placed to improve your likelihood of being spotted by an employer? In this webinar, Robert Hellmann of Hellmann Career Consulting will review actual client examples of successful resumes and LinkedIn profiles. You'll get the facts straight about what works, what doesn't, and the important differences between these two essential mediums. In the process, you’ll learn how to craft a compelling resume and profile that will help you get and ace interviews.  Specifically, we’ll cover:

  • How to write powerful resume and LinkedIn profile bullets
  • Nine resume “do’s” and six resume “don’ts” that will debunk alot myths and save you time
  • How to take maximum advantage of LinkedIn’s search algorithm, to improve the odds of a hiring manager spotting your profile 
  • How to address common issues, like gaps in your resume, too-much or too-little experience, or job-hopping
  • What you need to know about adapting your resume for your LinkedIn profile
Speaker:
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President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.

This event is sponsored by CFA Society Washington, DC, CFA Society Philadelphia and CFA Society Los Angeles.
  
8/5/2020 11:00 AM8/5/2020 12:00 PM
​Private Sector Investment Opportunities in 

U.S. Public Infrastructure – Post COVID

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Wednesday, August 5 | 11:00 AM - 12:00 PM ET

GDP growth depends on infrastructure.  Yet, the U.S. has under invested in our essential public infrastructure for decades – the quality of our infrastructure is rated “D” and the estimated under funding exceeds $150 billion annually.  In the US, local governments shoulder the majority of the burden and infrastructure investment has been crowded out by other spending priorities.  The COVID crisis has compounded the problem but will also create a tremendous investment opportunity for the private sector.  Infrastructure investment will be a key component of our economic recovery, managing climate risks and achieving economic equality.  Governments can’t solve the problem alone and are under increasing budget distress.  More private sector capital, resources and innovations will be required to rebuild green and resilient infrastructure that supports future GDP growth in a  post COVID world whether it is in broadband (roads of the future), water quality, autonomous vehicles, renewable energy, social infrastructure, smart infrastructure, and more.  Three industry veterans with years of experience in both the public and private infrastructure sectors will discuss the challenges and opportunities for infrastructure investment in the US.

Speaker
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Executive Director,
Conway MacKenzie

Andy Dillon is an Executive Director leading Conway MacKenzie’s Government and Municipal Advisory Practice. Mr. Dillon has a proven track record of success in municipal and corporate finance with more than 30 years of experience. Notably, Mr. Dillon led engagements for the Commonwealth of Puerto Rico to provide liquidity analysis and the development of a 5-year forecasted fiscal plan for the Federal Oversight Board under PROMESA. Mr. Dillon is currently monitoring government policy initiatives affecting the US Automotive Industry and advising American Public Infrastructure Partners on Asset-in-kind transfers of public assets to public pension plans to address underfunded pensions, increase infrastructure investment and provide a source of liquidity for state and local governments. 

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CEO,
Fundamental Infrastructure Opportunities (“FIO”)

Tim Romer is currently the CEO of Fundamental Infrastructure Opportunities (“FIO”) - a private credit / private equity asset manager that invests in infrastructure projects in the U.S. FIO is part of FCO Advisors LP, a $1.3 billion alternative asset manager focused on infrastructure and municipal credit markets. He offers 30+ years of experience in the U.S. infrastructure, municipal and project financing completing over $75 billion in government related infrastructure projects in the transportation, water, power, social & sustainable infrastructure sectors. He also has been active in public private partnerships and government privatizations including the first US water and the largest U,S. transit P3 and first time federal privatizations. 

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Former Treasurer, 
City of Chicago

Kurt Summers is an experienced Leader and Investor with a demonstrated history of significant impact in both public and private sectors. Senior Advisor & Thought Leader in areas of Asset Management, Pensions, ESG, Public/Private Partnerships, Infrastructure, Insurance and Alternative Investments. Elected as 70th Treasurer of the City of Chicago. Earned BS from Washington University and an MBA from Harvard Business School.  Summers began his career at the consulting firm McKinsey & Company. He was later appointed Chief of Staff to Cook County Board President Toni Preckwinkle and as the appointed trustee for the county's $9 billion pension fund. In that capacity, Summers led changes to provide performance management in every department, which Preckwinkle claimed in 2014 had saved the city $400 million annually In his role as Chief of Staff for President Preckwinkle, Summers also steered the closure of a $487 million budget deficit while keeping the administration's promise to roll back the county sales tax, saving taxpayers more than $400 million a year. 

Moderator:
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Jeanne Shen, CFA 
Chief Investment Officer, 
GAVI Alliance

Ms. Shen is Chief Investment Officer of Gavi Alliance, an international organization that has immunized more than 760 million children in the world’s poorest countries since inception in 2000. Jeanne is responsible for the strategic and operational planning of Gavi’s $1 billion+ investment portfolios. Since joining Gavi’s Washington DC office, Jeanne has worked with her Investment Committee to diversify the investment portfolios, implemented robust risk management practices, and guided the development of Gavi’s Sustainable Investment Policy. She also has oversight of the retirement plans of the Washington, DC and Geneva offices. Jeanne enjoys giving back to the local community and organizes collection drives for homeless and animal shelters.
  
8/19/2020 4:00 PM8/19/2020 5:30 PM

​Turn Job Interviews into Offers

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This is a FREE Members Only Event 

Have you ever walked out of an interview thinking it went well, but then you didn’t get the job?  Or felt a great conversation come to a halt as soon as you answered their salary question?  Perhaps in one interview you felt a bit too nervous, or you simply want to polish up your interviewing skills. If any of these are true for you, then you’ll want to attend this webinar. Robert Hellmann of Hellmann Career Consulting will share field-tested strategies and techniques (and dispel myths) that will boost your likelihood of acing the interview.  We’ll cover:

  • A strategic, consultative sales approach that will put you ahead of the competition
  • How to handle salary questions and difficult interview questions they’re likely to ask you
  • What to do when they ask you about your weaknesses
  • The three things companies look for in a candidate, and how to prepare
  • The three questions you must ask to ensure the interview's success
  • How to turn a "No" into a "Yes"
Speaker:
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President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.

This event is sponsored by CFA Society Washington, DC, CFA Society Philadelphia and CFA Society Los Angeles.
  
8/20/2020 5:30 PM8/20/2020 6:30 PM

​Virtual Trivia Game Night Rematch 
Thursday, Aug. 20 | 5:30 - 6:30 PM ET

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Based on the success of our first trivia night, CFA Society Washington DC is hosting a trivia night rematch! 

Socialize with peers from across the Washington, DC region in a fun, casual setting and dust off any cobwebs that may be forming while working from home. All while raising money for a good cause! 

Can your team conquer the defending champions, now forever known as: The Real Assets? 

If you would like to play but can’t think of anyone special to recruit for your team of 4 to 5 people, it is no problem! Many signed up as individual players last time, and we placed individuals onto a team
All players will have the opportunity to briefly network with teammates in breakout rooms before the game begins. Space is limited so gather your team and register today!  
  
All proceeds will be donated to the World Central Kitchen, a local organization that has transformed the field of disaster response to help devastated communities recover and establish resilient food systems. WCK is hard at work connecting with hundreds of restaurants and kitchens around the country to feed vulnerable communities and medical professionals bravely working on the front lines of the COVID-19 pandemic.  
 
How It Works:
  • Teams of 4-5 will compete in this virtual trivia competition.
  • Each team designates a team captain. The captain is responsible for submitting answers electronically at the end each round.
  • Players will be able to discuss their answers in private Zoom breakout rooms before submission.
  • The highest scoring team wins a prize and CFAW bragging rights!
How to Register:
  • Click “Register” and register only yourself OR If you are on a team, add your team members or team name on the registration form.
  • Don’t have a team? No problem! You will be grouped with other single players or added to a team.
  • Registration closes on Monday, August 17th
  
9/9/2020 4:00 PM9/9/2020 5:00 PM

​U.S Equities Boom or Bust Update

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Wednesday, September 9 | 4:00 PM - 5:00 PM ET

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 University of Maryland and Michael P Lebowitz, CFA, Economic and Investment Researcher at 720Global and Real Investment Advice, will present their analysis and recommendations for investors of all types. The presenters will emphasize on the future direction of the U.S. Equity Markets as well as the potential impact of increasing price volatility, increasing interest rates, changes in government regulations among different industry sectors, trade disputes, geo-political and other knowns or unknown events.  

CFA Society Washington, DC invites the audience an opportunity to listen and then engage in production discussions during the Q&A portion and openly express their opinions on how their relative assessment of the future direction of general market conditions and U.S. equities.

Learning Objectives:

  1. Gain a better Understanding of the current Investment Environment in the U.S. and globally with emphasis on how the past Quantitative Easing actions by Central Bank, and how deficit fiscal spending are possibly creating Asset bubbles especially in equities.
  2. Understand where the current U.S. Equity markets are in relationship to their historical valuation measures.
  3. Better understand how many long-term investors  have constantly made money in U.S. equities and how they will likely continue to do so, as well as what are some of the largest mistakes many investors make and/or are making right now.
  4. Learn about 1-2 possible major disruptions and/or the possible events to monitor that may change many aspects of what we know and expect today.
Who Should Attend?
  • U.S. Equity and Global Equity Portfolio Managers.
  • Risk Management and Strategic Asset Allocation professionals.
  • Anyone with a 401K, IRA or Pension or Investment Portfolio with a stake in the future direction of U.S. Equities.
Speakers
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Clinical Professor, Department of Finance, University of Maryland
Ph.D., Harvard University

Dr. David Kass has published articles in corporate finance, industrial organization, and health economics. He currently teaches Advanced Financial Management and Business Finance, and is the Faculty Champion for the Sophomore Finance Fellows. Prior to joining the faculty of the Smith School in 2004, he held senior positions with the Federal Government (Federal Trade Commission, General Accounting Office, Department of Defense, and the Bureau of Economic Analysis).

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Michael P. Lebowitz, CFA
Economic and Investment Researcher,
720Global and Real Investment Advice

Michael P. Lebowitz, CFA, has more than 25 years of financial markets and risk management experience. Throughout his career, Michael has been involved in trading, portfolio construction and risk management involving some of the largest and most active portfolios in the world.  In addition to broad institutional experience, he also built a successful independent RIA which allowed him to further extend his experience into the realm of investment management for individuals and family offices. Currently Michael provides economic and investment research to individuals and institutional clients through 720Global, and Real Investment Advice.

Moderator:
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Senior Financial Officer, World Bank Group 
Programs and Education Committee Co-Chair, CFA Society Washington, DC

Mr. Cohen has over 25 years of direct experience working with all aspects of Asset Management including portfolio management, credit risk, operations risk, valuation, accounting, reporting and internal controls.   Currently at the World Bank Group, Mr. Cohen serves as the Team Lead for Liquid Investments Accounting, Reporting, and Independent Price Verification Team that is responsible for the daily controls, monthly and quarterly Financial Reporting for the Liquid Investments of IBRD, IDA, MIGA and Trust Funds which total approximately $135 Billion.
  
9/23/2020 4:00 PM9/23/2020 5:30 PM
​Effective Salary Negotiation: 

Earn Thousands in Minutes

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This is a FREE Members Only Event

Many of us are so happy to receive an offer for a job we want that we say “yes” way too quickly!  A more effective approach involves discussing the offer with them, since once you receive an offer, all the leverage has switched from them to you; they aren’t thinking about your competitors anymore!

In this webinar, Robert Hellmann of Hellmann Career Consulting will share a strategic approach to negotiating your compensation that will usually enable you to increase your income on the spot. We’ll also discuss techniques for negotiating the job, so you are set up for long term success.  Areas we will cover include:

  • Enhancing your negotiating leverage by taking the right actions during the interview (and avoiding the wrong ones)
  • What to do and say as soon as you get the offer
  • What can be negotiated (and what can’t)
  • The importance of negotiating the job as well as the salary
  • Why and how severance should be included in your negotiation
  • The key role of research in improving your leverage
Speaker:
President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.

This event is sponsored by CFA Society Washington, DC, CFA Society Philadelphia and CFA Society Los Angeles.
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Disclaimer​​​

The views expressed by the speakers do not necessarily reflect the views of policies of CFA Society Washington, DC, its Board of Directors or its members. CFA Society Washington,​ DC does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same


 

​Contact Us
CFA Society Washington, DC
1401 New York Ave. NW, Suite 330
Washington, DC 20005
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org