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Welcome to CFA Society Washington, DC!

2019 CFAW Annual Dinner

6:00 PM - 10:00 PM

 CFAW News

CFAW Launches CFAW Newsletter
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Don't forget to opt-in to receive our newest online publication, Industry Brief. The new and improved weekly newsletter will keep you up to date and informed with current industry news, events, announcements and happenings at CFA Society Washington DC.

 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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 What's New


The Rise & Status of Sustainable Investing
April 11, 2019
7:45am – 5:30pm
Renaissance Washington DC Downtown Hotel
999 Ninth St NW, Washington, DC  20001

Join us at this informative and thought-provoking full-day event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. Multiple panel sessions throughout the day include asset managers, asset owners, global perspectives on ESG,  measuring sustainability, big alpha data,  the World Bank Group and more. This summit will answer all your questions in this ever-growing area, provide insight and tools to help you integrate sustainable investing practices and provide valuable connections with speakers and attendees.

Who should attend: asset owners, asset managers, financial advisors, investment professionals, portfolio managers, wealth managers, analysts, researchers, members of mission-driven organizations, and others who share a common interest in sustainable, responsible, and impact investing.

Click Here for Agenda


We are delighted to announce our speakers.
Additional speakers will be announced as they are confirmed.

Dr. Robert Eccles, Visiting Professor of Management Practice, Said Business School, University of Oxford

Teresa Barger, Co-Founder and CEO, Cartica Management LLC

Matthew DiGuiseppe, Vice President, Head of Americas Asset Stewardship Team, State Street Global Advisors

Sonja Gibbs, Managing Director, Global Policy Initiatives, Institute of International Finance 

Jade Huang, Vice President and Portfolio Manager, Calvert Research and Management

Sean Kidney, Co-Founder and CEO, Climate Bonds Initiative

Dr. Dinah A. Koehler, Equity Strategist and Director, UBS Asset Management

Stephen Malinak, Chief Data and Analytics Officer, TruValue Labs

Matthew Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute

Heike Reichelt, Head Investor Relations & New Product Development, Capital Markets Treasury, The World Bank

Frederic Samama, Deputy Global Head of Institutional Clients, Amundi Asset Management Paris

Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, The World Bank

Click Here to Register

 Up Next

The Future of Custodial Business

February 19: 4:00p-6:00p

When taking inventory of an RIA's business partners, the list may include technology providers, fund managers, research companies, compliance consultants, and headhunters. But perhaps the business partner RIAs most strongly rely upon is their custodian. Custodial services have, for years, been perceived as mostly "free" with revenue generated from transaction fees, cash spread, t​echnology services or by selling peripheral products. As technology such as Blockchain continues to permeate into traditional transactional services, how will custodians maintain their ability to both monetize and deliver a secure, reliable and valuable service to its clients? 
On Tuesday, February 19th, come explore this topic with us as we introduce a panel representing the biggest players in the custodial world today such as Fidelity, Charles Schwab, and more. We will discuss current state as well as how technological and legislative shifts may disrupt or enhance the relationship between the custodian and RIA firm for better or for worse.

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 Annual Dinner 2019


Join us Wednesday, March 27th, as we celebrate this year's gala event.  We are pleased to announce Ms. Barbara G. Novick, Vice Chairman of BlackRock as our keynote speaker.

Click Here to Learn More

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 CFA Exam Prep

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Designed with the highest-quality content and the most flexible study options to accommodate​ every lifestyle, Kaplan self-study packages give you just the right tools to pass the CFA exam.

Schweser will guide you through the CFA Program from beginning to end. With the largest global network of CFA charterholders and content experts, you know you're getting the guidance and support you need to pass.

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