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Welcome to CFA Society Washington, DC!

 CFAW News

 CFAW  Members Volunteer 
With DC Central Kitchen

On Jan. 19th, 2018 members of CFA Society Washington DC organized a volunteer activity at DC Central Kitchen, a community kitchen that recycles food and trains unemployed adults to provide thousands of meals for local service agencies. CFAW members were divided into different groups to support the Kitchen's work, including peeling potatoes, baking cornbread and preparing chili. During the process, CFAW members got to know each other, interact with the Kitchen's chefs and learned cuisine tips. At the end, members were able to indulge in the delicious meal in which they helped to prepare, while enjoying the inclusive and supportive culture of CFAW. 

Contributor: Jiawei Li

 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.



 CFAW 2018 Annual Dinner


CFA Society Washington DC held its 2018 Annual Dinner this past Wednesday on March 14th at the Omni Shoreham Hotel. This year's keynote presenter was Eric Cantor, Vice Chairman & Managing Director of Moelis & Company Investment Bank and Former House Majority Leader. This event attracted over 400 investment professionals to attend, representing leading asset managers and advisors, corporations, institutional investors, and regulatory agencies and international financial institutions in the Washington, DC metro area.

The event started with a cocktail reception with great opportunities for networking. The dinner then began at 7 pm, with the welcoming remarks made by the president of CFAW as well as our main sponsor Invesco PowerShares. The conversation with Eric Cantor began with the story of how he started his career in real estate and moved to politics. When asked about his proudest accomplishment, he told the story of how the party passed the bill to fund NIH’s research on childhood disease as well as the Jobs Act which enabled small business to grow. Eric also shared his views on the financial sector especially on the Dodd-Frank reform and tax reform. During Q&A, several questions were asked about U.S. tariff, North Korea, and U.S. national debt. The dinner concluded with a dessert reception, followed by more networking in the hotel lounge.

Contributor: Jiawei Li


CFAW Board Members:
(from left to right)
Cheo Scott, Matt Malone, Roman Iwachiw, Mike Hickey, Shep Buckman, and Alex Topchy 

CFA Institute Research Challenge

On Feb. 16th  CFASB and the CFA Washington co-hosted The CFA Institute Research Challenge. This competition is a world-wide investment challenge which tests the analytic, valuation, report writing, and presentation skills of university students.

CFAI Research Challenge Winning Team.jpg The Winning Team of 2018
University of Maryland Graduate Team  

This year, six teams participated in the local competition from Loyola University, Towson University, and University of Maryland. The Winning Team of the 2018 local competition is the University of Maryland Graduate Team. This team will now proceed to the regional competition set to take place in Boston, MA on March 19-20, and possibly the Global finals on April 27 in Kuala Lumpur, Malaysia.

Congratulations team!

How To Survive Your
Next SEC Audit


Join us on Wednesday, February 27th, 2018, ​​4 - 6 pm

With an SEC administration change, uncertainty about the future of a unified fiduciary standard, and constant technological advancements compliance is hardly “a walk in the park” these days. ​Learn from a former SEC enforcement attorney about the most common and easily addressable SEC audit infractions to save time and money for your firm as well as protect your image with clients. 

Learning Objectives:
  1. Better understanding of what an SEC audit encompasses
  2. Gain insight on the most common infractions
  3. Learn how to bolster your firm’s compliance to minimize audit friction
Who Should Attend? 
  • CEOs
  • CCOs
  • CIOs
  • Traders
Jeremiah Williams, CFA
Counsel, Ropes & Gray

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