CFA Society Washington, DC

A Member of the CFA Institute Global Network of Societies


Welcome to CFA Society Washington, DC!

Annual Asset Allocation Panel

The landscape changed dramatically in 2016. With the election of Donald Trump, Britain's decision to exit the EU, and the apparent bottoming of interest rates after a 30 year decline, asset allocation is as important a topic as ever. Our distinguished panelists will discuss how they are thinking about their strategic asset allocation and portfolio positioning as we enter 2017.
Wednesday, February 22, 2017
12:00 pm - 2:00 pm
FHI 360 Conference Center
1825 Connecticut Ave NW
Washington, DC 20009
Discussion Topics include:
  • What approaches are being used to set asset allocation?
  • What assumptions are incorporated? Have expectations that we are in a low growth, low return environment changed?
  • What are the market opportunities and risks in equities and fixed income?
  • Are allocations to hedge funds, private equity and other alternatives increasing or decreasing?
 * Lunch will be served.


E.Shepard Farrar, CFA, CAIA, PMP
Head of Investments, Treasury & Risk - IDB Retirement Plans
Inter-American Development Bank


Jonathan Hook
Chief Investment Officer
The Harry & Jeanette Weinberg Foundation


Katherine Molnar, CFA
Senior Investment Officer
Fairfax County Retirement Systems

Mark Ruloff, FSA, EA, CERA

Associate Partner
Asset Liability Management
Aon Hewitt

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2017 CFAW Annual Dinner
March 22, 2017

The CFA Society of Washington, DC (CFAW) is pleased to announce that the 2017 Annual Dinner is now open for registration. This year the Annual Dinner is returning to the impressive Andrew Mellon Auditorium, where our keynote presenter will be David Rubenstein, Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity firms.
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Each year CFAW hosts an Annual Dinner, which is our most prestigious event of the year, a highlight of the program calendar, and routinely sells out. It has become the "who's who" event for the financial investment industry in the DC region. Over 300 investment professionals attend, representing leading asset managers and advisers, corporations, institutional investors, regulatory agencies and international financial institutions in the Washington, DC metro area.
This event is also an excellent business development opportunity. Whether you are building new business relationships or strengthening old ones, consider inviting some of your clients to join you. Each year more and more firms sponsor their own table and bring their clients out for an entertaining evening.

Whether attending yourself or with colleagues, please join us for a special evening featuring great networking, sumptuous cuisine and remarks by Mr. Rubenstein.  

Many unique sponsorship opportunities are available. For complete details and availability, please contact Bill Scott at and see how you can further place your firm in the spotlight.

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Wednesday, March 22, 2017
6:00 – 10:00 pm

The Andrew Mellon Auditorium
1301 Constitution Ave. NW
Washington, DC 20240


Click here to register
                                                                                                                                                                                                                                                                                                                                                                  Photo Courtesy of Leslie Kossoff Nordby/LK Photos


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CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: (202) 872-4310
Fax: (202) 315-3332

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2017 CFAW Annual Dinner

6:00 PM - 10:00 PM



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