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Welcome to CFA Society Washington, DC!

2018 Annual Meeting

6:00 PM - 8:00 PM

Golf Course Meetup

8:00 AM - 10:00 AM

 CFAW News

Membership Renewal Is Open​Membership renewal for all CFA Institute and CFAW Regular and Affiliate members is now open for the FY2019 membership year. Click here​ to renew your membership now.​  

Board Election Ballots Going Out June 1st!

Ballots for CFAW's Board of Directors election will be going out this Friday, June 1st to all CFAW Regular Members In Good Standing. Every vote is important. If you are a Regular Member in good standing, please take a moment to complete your proxy ballot online when you receive it. 

 Corporate Partners

The CFAW Corporate Partner Program is a strategic, year-round program designed to recognize CFAW's most active business partners. Members of the CFAW Corporate Partner Program have a history of generously investing both funding and content to support CFAW program development.   

  CFA Society Washington, DC thanks its Corporate Partners for their continued support of the Society.

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 InvestorsFirstDC

 

 

Raise your profile and join our awareness campaign. 

Pledge your support for the Statement of Investor Rights and be included in our online directory at www.InvestorsFirstDC.com

Be a CFAW All-Star:
Renew Your Membership Today!

renew.jpgThank you for your support of the Society over the past year. Our 2018 membership year for CFA Institute & CFAW Regular & Affiliate members comes to an end on June 30th. I hope you will continue your commitment to excellence and the future of the investment industry by renewing your membership today. You are the future of the CFA Society Washington, DC-- without you and over 2000+ colleagues who believe in advancement through united efforts, there is no Society. 

Your CFAW leadership is committed to constant improvement for the Society. CFAW has undergone significant growth and rapid change throughout its history. I hope you've been keeping up with our exciting new developments. We have many more planned for 2019.

I encourage you to not only renew your membership, but to renew your commitment to excellence by taking advantage of the Society's opportunities for professional growth during monthly educational, training, and networking events.

Sincerely yours,
Bill Scott, CAE
CFAW President & CEO

Click here to renew your membership today! 

CFAW 2018
Annual Meeting

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On Thursday, June 21st at 6pm, come join fellow CFAW members and celebrate the announcement of our new Board Members. This is our last major event before the summer vacation season begins and is always a popular event among members. So, we invite you to come catch up with old friends and add contacts to your professional network. There will be a reception following a presentation from our Board Chair.

 

This year's Annual Meeting will be held at SunTrust Bank at 1445 New York Ave NW, Washington, DC. This building, once called the National Savings and Trust Company, is a historic bank building designed by architecture James H. Windrim. The event is free for CFAW members, but you must register in order to attend. Please see below for the link to register. The non-member fee to attend is $95.

We hope to see you there. 

Register Today!

U.S. Equities: Boom or Bust?

IMG_1307.JPG On Wednesday, June 6th, 2018; CFAW organized a U.S. Equities discussion panel. Introduced by Stuart Cohen of The World Bank, the panel members included:

David I Kass – Clinical Professor, Department of Finance at University of Maryland
Michael P. Lebowitz, CFA – Economic and Investment Researcher at 720Global and Real Investment Advice 
Stuart Cohen, CFA, CPA – Senior Financial Officer, World Bank Group and CFA Society Programs and Education Committee Chair (Serving as moderator)

The panel started with a broad overview of a U.S. equities historical perspective from both the boom side and bust side.

Michael Lebowitz shared his insights on current U.S. equity in three parts. First, he pointed out that the macroeconomic environment is not as good as we think. He analyzed the relationship between the total factor productivity index and 10-year annual growth, demographic allocation, real interest rates, 3-year GDP growth trends, and central bank asset holdings, etc. To support his opinion, he presented data analysis for the equity valuation section and briefly discussed his recommendations for long-term strategic investment management.

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Next, David Kass emphasized the positive side of U.S. equities. He analyzed the S&P 500 historical performance first. Then, he indicated that both interest rates and CPI are currently at their historical low points. Also, the change in the corporate tax rate is a good reason that corporate earning will continue to grow.

The discussion ended with a Q & A from the audience on investment strategy, what factors can impact panelists' opinions about the market, emerging markets and international markets, asset allocation, and the impact of the trade war.

Contributed:
Yue Dou

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