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A Member of the CFA Institute Global Network of Societies

 Annual Dinner

​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 Washington, DC region. On average, over 400 investment professionals attend, representing leading asset managers and advisers, corporations, institutional investors, regulatory agencies and international financial institutions in the Washington, DC metro area.

     

 

The Annual Dinner features great networking, sumptuous cuisine and a keynote presentation from a leading industry executive. The 2020 Annual Dinner is returning to the impressive Ritz-Carlton, Washington, D.C hotel.

This event is 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.

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

 

 Past Annual Dinner Speakers

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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.

As the first African-American founder of a major mutual fund company, John launched the firm’s flagship Ariel Fund more than 30 years ago, and still manages it today. Ariel Fund is the number-one ranked fund among its peer group since the market bottom that followed the Great Financial Crisis. It’s a testament to John’s “slow and steady” patient investment approach, staying focused, remaining true to his convictions, having a contrarian view and investing in great companies that have fallen out of favor. A disciple of Warren Buffett, John believes in being, “Fearful when others are greedy and greedy when others are fearful.” It’s also why John has been highlighted along with other legendary investors in the distinguished book: “The World’s 99 Greatest Investors.”

Beyond Ariel, John is a board member of McDonald’s, NIKE, The New York Times Company and serves as Vice Chair of the Board of Trustees of the University of Chicago. In 2008, John was awarded Princeton University’s highest honor, the Woodrow Wilson Award, presented each year to the alumni whose career embodies a commitment to national service.


​John W. Rogers, Jr., Chairman & Co-Chief Executive Officer, Ariel Investments
2020​
Barbara G. Novick, Vice Chairman, BlackRock2019
Eric Cantor, Vice Chairman and Managing Director, Moelis & Co., Former United States Representative from Virginia, and House Majority Leader, U.S. House of Representatives
​2018
David Rubenstein, Co-Founder and Co-CEO of The Carlyle Group2017
Howard Marks, CFA, Co-Chairman of Oaktree Capital Management2016
Cliff Asness, Managing and Founding Principal at AQR Capital Management2015
Michael J. Mauboussin, Managing Director and Head of Global Financial Strategies at Credit Suisse2014
David Lipton, First Deputy Managing Director, International Monetary Fund2013
Horace "Woody" Brock, President, Strategic Economic Decisions2012
Sallie Krawcheck, President, Global Wealth and Investment Management, Bank of America2011
Russell Napier, ASIP, Independent Strategist at and Co-Founder of ERIC2010

 2019 Annual Dinner

 ‭(Hidden)‬ Date and Time

Date & Time​
Wednesday, March 27, 2019

6:00 - 10:00 pm

Location
The Ritz-Carlton, Washington, D.C.
1150 22nd Street, N.W.
Washington, District of Columbia 20037 

Map



 2020 Sponsors

Diamond Sponsor

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Platinum Sponsor

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Bronze Sponsors

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BNY Mellon Wealth Management Cortland Valuation Group.jpg

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