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A Member of the CFA Institute Global Network of Societies

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Event Description
2/18/2020 6:00 PM2/18/2020 8:00 PM

​Y​ou​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

3/5/2020 6:00 PM3/5/2020 10:00 PM

​​2020 Annual Dinner

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The 2020 Annual Dinner will be held at The Ritz-Carlton, Washington, D.C. Each year, the Society hosts an Annual Dinner, which is our most prestigious event of the year and routinely sells out. It has become the “who’s who” event for the Washington, DC financial investment industry. On average, over 400 investment professionals attend, representing leading asset managers and advisors, corporations, institutional investors, regulatory agencies, and international financial institutions in the Washington, DC metro area. 
We are excited to announce that this year’s Annual Dinner Keynote Speaker is John W. Rogers, Jr., Chairman & Co-Chief Executive Officer, Ariel Investments.

John W. Rogers, Jr.
Chairman & Co-Chief Executive Officer
Ariel Investments

John is chairman, co-chief executive officer, and chief investment officer of Ariel Investments, a Chicago-based firm he founded in 1983 which offers no-load mutual funds for individual investors as well as separately managed accounts for institutions and high net worth individuals.

Click here for full speaker bio. 
3/10/2020 9:00 AM3/12/2020 5:00 PM

Private Equity Boot Camp

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Course Goals and Overview:

Led by experienced PE practitioners, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process.

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

This boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world.

Course Details and Agenda: 

Day 1 – LBO and PE Overview, LBO Modeling

The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.

Day 2 – LBO Modeling/PE Deal Process

Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.

Day 3 – LBO Modeling/PE Deal Process

Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.

Pre-Seminar Excel training: This boot camp assumes proficiency in Excel. Enrollment includes access to Wall Street Prep's popular Excel Crash Course for those who need an Excel refresher.

Post-Seminar Online Access: Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, LBO Modeling.

Who Should Attend:
  • Private equity, asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their LBO modeling skill set
Whats included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What to Bring:  Laptop, Notepad, and Calculator.

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Michael Stack
Instructor, Wall Street Prep

Before joining Wall Street Prep, Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions. He is a graduate of the University of Pennsylvania and holds an MBA from Harvard Business School.
3/18/2020 9:00 AM3/18/2020 5:00 PM

​Advanced Excel for Data Analysis

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Course Goals & Overview: 

This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly. Apply commonly-used formulas in new and different ways; uncover often over-looked Excel formulas; streamline number crunching and analysis via functions and tools including pivot tables, sumif, sum+if, transpose, working with arrays, vlook-up, subtotals, and regression analysis; enhance your spreadsheets with drop-down boxes, data validation techniques, automation of alternate row shading; take Excel to the next level with emphasis on automation.

Learning Objectives:
  • ​Learn how to minimize as much manual labor as possible in data analysis 
  • Learn to use the most overlooked Excel formulas that will make your life easier 
  • Learn powerful functions built in Excel that streamline your analysis
Course Overview:
  • ​Master Excel shortcuts via formatting & analytical exercises encompassing efficiencies, shortcuts & sensitivity analysis
  • Data integrity techniques: understand how Excel implodes when you don’t maintain integrity of your raw data
  • Learn different “switches alternatives” (if, choose, offset and toggles ) to build more robust analyses
  • Understand why IF statements are the second root of all evil in Excel and why they should be avoided at all costs
  • Learn data validation techniques to dummy proof your model and provide additional error checking in your analysis
  • Add some spice to your Excel analysis and models using dropdowns and how to automate options and scenarios
  • Automate alternate row shading in a table of data using complex conditional formatting 
  • Fully automate vlookup to streamline tedious analysis while understanding the limitations of vlookup
  • Understand why OFFSET(MATCH) is vastly superior to vlookup and why we discourage use of INDEX function
  • Pivot Tables and Pivots on Steroids: summarize and dissect large amounts of data as well as calculated fields
  • Truly unlock the full power of Excel by utilizing ARRAYS simplify complex calculations
  • Learn how to use the transpose array function without static copy paste special transpose as values
Please Note: Participants will need to bring a laptop with them to the course.

Ted Michaels, CFA
Instructor, Wall Street Training

Ted Michaels has a broad background with the financing and operation of businesses, with a particular emphasis on education, real estate, and special situations investing. His professional experience covers a wide variety of investments, including private equity and healthcare/biotechnology venture capital. As a Vice President at Wall Street Training & Advisory, Ted has led and assisted instruction on a wide variety of topics ranging from corporate valuation to merger & acquisition deal structuring and leveraged buyouts. His credentials include Series 7, 66, and 79 licenses, and passing all sections of both the CPA and CFA examinations.
3/24/2020 6:00 PM3/24/2020 8:00 PM

​Y​ou​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

4/16/2020 8:00 AM4/16/2020 6:00 PM


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Join us at CFA Society Washington, DC’s 2nd Annual ESG Summit and hear from asset owners, asset managers, thought leaders, academics and researchers leading the charge on environmental, social and governance (ESG) investing trends. This 1-day Summit will take place during the week of the Spring Meetings of the Boards of Governors of the World Bank Group (WBG) and the International Monetary Fund (IMF) in Washington, DC.

Since 2011, The Governance & Accountability Institute,  has tracked the percentage of companies in the S&P 500® Index that publish sustainability reports, reporting dramatic growth over the past decade. As of 2018, 86% of S&P-listed companies published reports, compared to only 20% in 2011.  This emphasis on reporting is in direct response to investors, who are increasingly calling for ESG as a guidepost. Learn about the future of the sustainable investing industry at our 2nd Annual ESG Asset Owners Summit.

The agenda includes 20+ speakers and multiple panel sessions that will engage and enlighten attendees through a mix of discussions and Q&A. You’ll gain new global perspectives, insights into unique challenges and network with industry leaders.


Additional speakers will be announced as they are confirmed

Keynote Speakers
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Head of ESG Research, MSCI 

As Global Head of Research for MSCI’s ESG Research group, Linda-Eling Lee oversees all ESG-related content and methodology. MSCI ESG Research is the largest provider of ESG Rating and analytics to global institutional investors. Linda leads one of the largest teams of research analysts in the world who are dedicated to identifying risks and opportunities arising from material ESG issues. She and her team have been widely recognised as the best SRI/ESG researchers by market surveys and awards.  

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President and Chief Executive Officer, 
Calvert Research and Management

John Streur is President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Calvert serves all types of investors through its family of mutual funds and separate accounts. Mr. Streur is also President and a Trustee/Director of the Calvert Funds and a Director of Calvert Foundation and member of its Risk Oversight Committee.

Thank You to Our Sponsors
Event Partners

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*This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society Washington, DC’s code of conduct. Seats are limited to investment professionals only.
4/21/2020 6:00 PM4/21/2020 8:00 PM

​Y​ou​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

5/19/2020 6:00 PM5/19/2020 8:00 PM

​Y​ou​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

6/16/2020 6:00 PM6/16/2020 8:00 PM

​Y​ou​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.



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