Sign In

A Member of the CFA Institute Global Network of Societies

  
  
Title
  
Location
  
Start Time
End Time
Event Description
  
11/20/2018 6:00 PM11/20/2018 8:00 PM

​You're invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

  
11/21/2018 7:00 PM11/21/2018 9:00 PM

This a Member Organized Event

This is a Level I candidates meet and study get together.

Dan Day and Tasha Sidhu will try and attend as often as possible to provide mentorship/advice/tutoring.

This meet and study group is also looking for other interested mentors who have passed Level III to help out as well.

  
11/29/2018 5:30 PM11/29/2018 8:00 PM

Sold Out

Presentation Skills Workshop

presentation skills image.jpg 

Learn proven methods that will help you overcome anxiety, communicate effectively and command your audience with confidence. This 2-hour interactive workshop will position you to articulate your thoughts and ideas with confidence and empower you to command attention, engage your audience and leave a lasting impression. Learn the verbal aspect of public speaking such as voice, tone, words, speed and intonation and how to apply them. Master the opening, organization, and conclusion of your speech. Workshop participants will have the opportunity to present a short presentation and receive immediate, constructive feedback from a certified trainer in safe environment.

 
On Thursday, November 29, 2018, join Lewis Wilkins, ALB, ACB, Toastmasters division director for downtown DC and Capitol Hill (North) overseeing Toastmasters clubs across many financial agencies, member of the CFA Society Washington,  DC Programs & Education Committee, and the CEO at TutoringByLewis.com for a dynamic and interactive workshop to help you improve your presentation skills in a very short time. ​

Learning Objectives:

    1. Techniques to effectively communicate verbally and nonverbally.
    2. Manage stage fright and transform anxiety into enthusiasm.
    3. Practice techniques and effective use of visual aids.
    1. Command the audience with a solid first impression.
Who Should Attend?

Everyone who would like to improve their presentation skills, speak in front of groups, or sell ideas to others.
  
12/3/2018 12:00 PM12/3/2018 2:00 PM

2019 Energy Outlook and Investment Trends

images.jpg 

Given the recent changes in the geo-political environment (i.e. Middle East, Venezuela, Iran etc.), technological trends (i.e. electric and autonomous cars), climate accords, natural disasters what should Investors expect in the Energy Markets in 2019 and beyond?  We’ll discuss current trends and their impact. Come away with a better understanding about the expected trends, how will it impact Energy Investors and other investors directly. Following the presentations will be a Q&A.  
 
On Monday, December 3, 2018 CFA Society Washington, DC invites you to the 2019 Energy Outlook and Investment Trends, where you will hear from three energy investment experts, Kevin Book, ClearView Energy Partners, Robert McNally, The Rapidan Energy Group and David Goldwyn, Goldwyn Global Strategies, LLC (GGS). 
 
Learning Objectives:
  1. Gain a better Understanding of the Status of the different Energy Markets and potential investments directly in them or indirectly.
  2. Gain some insight into the likely trends in 2019 and beyond in the Energy markets
  3. Learn about 1-2 possible major disruptions to the Energy markets and Investments as we know them today.
Who Should Attend?
  • Portfolio Managers that have Energy exposure in their Portfolios
  • Anyone whose clients hold or potentially hold Energy investments in their portfolios.
  • Anyone interested in the ultimate potential disruption that could be on the horizon.
Speakers
CFAW ENERGY Kevin_Book_COLOR.JPG 
Kevin Book
Managing Director, Clearview Energy Partners
 
Kevin Book heads the research team at ClearView Energy Partners, LLC, an independent firm headquartered in Washington, D.C. that serves institutional investors and corporate strategists. In his analytical capacity, Mr. Book covers economic and policy trends in oil, natural gas, coal and refined products. Outside the office, he appears frequently in print and broadcast media, participates in government and private-sector policy forums and meets with top Washington decision-makers. He has also testified before several House and Senate Committees. 
 
Mr. Book is a member of the Council on Foreign Relations. He is also a member of the National Petroleum Council, a self-funded advisory body to the Secretary of Energy, and a nonresident Senior Associate with the Energy and National Security Program at the Center for Strategic and International Studies. Prior to co-founding ClearView, Mr. Book worked as a senior energy analyst at FBR Capital Markets. He holds an M.A. in law and diplomacy from the Fletcher School of Law and Diplomacy and a B.A. in economics from Tufts University.
 
Bob_Profile_2.jpg 
Robert McNally
President, The Rapidan Energy Group
 
Robert McNally is the founder and President of The Rapidan Energy Group, an independent energy consulting and market advisory firm based in the Washington DC area. Mr. McNally's clients include leading global energy market investors, producers, and traders. Mr. McNally’s 24-year professional career includes senior financial market and official posts spanning economic, security, and environmental aspects of energy market analysis, strategy, and policymaking.
 
DLG.jpg
 
David Goldwyn 
President, Goldwyn Global Strategies, LLC (GGS)
 
David Goldwyn is president of Goldwyn Global Strategies, LLC (GGS), an international energy advisory consultancy. He is a globally recognized thought leader, educator and policy innovator in energy security and extractive industry transparency. Mr. Goldwyn served as the US State Department’s special envoy and coordinator for international energy affairs from 2009 to 2011, reporting directly to Secretary of State Hillary Clinton, where he conceived and developed the Global Shale Gas Initiative and the Energy Governance and Capacity Initiative.
 
Mr. Goldwyn has been published extensively on topics related to energy security and transparency. He is the co-editor of Energy & Security: Strategies for a World in Transition (Wilson Center Press/Johns Hopkins University Press 2013). He has also authored and co-authored numerous reports on regional energy issues, including: “How can a modernized NAFTA revolutionize North American energy?” (Atlantic Council September 2017), "The Outlook for Energy Under a Trump Administration" (Atlantic Council January 2017), " Mr. Goldwyn holds a B.A. in Government from Georgetown University, an M.A. in Public Affairs from Princeton University Woodrow Wilson School of Public and International Affairs and a J.D. from New York University.
  
12/4/2018 5:00 PM12/4/2018 7:00 PM

Sustainable Investing goes by many names - impact investing, ESG, SRI, double-bottom line. It's where you align your investments with your values.

All are welcome!

Whether you're a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who'd like to learn more about working in the space, an investor who wants to learn more about aligning your investments with your values, or even a skeptic itching for a healthy debate – this is the gathering for you!

  
12/12/2018 8:00 AM12/14/2018 5:00 PM

Financial Valuation and Modeling Seminar

rawpixel-com-626044-unsplash.jpg
 

CFA Society Washington, DC is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job.

During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study approach. Modeling methodologies covered include financial statement modeling, valuation & DCF modeling and trading & transaction comps modeling. Instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching and years of directly relevant real-world experience.

What is included:

  • Comprehensive training materials (manuals and online exercises)
  • Detailed, reusable, modifiable Excel model templates
  • Unlimited email support for content-related questions for 12-months post-seminar
  • Access to additional online modules (crash course in Excel, M&A and LBO Modeling video lectures)
  • Certification in Financial and Valuation in Modeling (upon successful completion of online Certification Exam)
  • 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What is needed from you:

  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • Participants will need to bring with them to the course a laptop with Excel, version 2003 or higher
  
12/12/2018 6:00 PM12/12/2018 8:00 PM

​CFAW Holiday Party

 

166722-171566.jpg 

Bring in your holiday spirit on Wednesday, December 12, 2018 and join your fellow CFA Society Washington, DC members for a celebration at the Top of the Town in Arlington, VA. 

Enjoy the evening with a spectacular panoramic view of Arlington, Virginia and Washington, DC, while catching up or networking with other fellow CFAW members with Festive cocktails and hors d'oeurves.

 
TOTDRplaneinbackgroung-1024x576.jpg
 
This event is free for CFAW members and we hope to see you there.
  
12/18/2018 6:00 PM12/18/2018 8:00 PM

You​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

  
1/15/2019 9:00 AM1/16/2019 5:00 PM
Introduction To Data Science & Python for Finance

Intro to Data Science.png

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This two-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No prior programming experience required.

Learning Objectives:

  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course
Who Should Attend?

  • Investment professionals
  • Quantitative traders
  • Event-driven fund managers
  • PE/VC investors
  • Traditional asset managers​
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants​
Please Note: Participants will need to bring a laptop with them to the course.
  
1/17/2019 12:00 PM1/17/2019 1:00 PM
​Ethical Decision-Making: 
Introduction to Ethical Decision-Making

CFAW is please to bring this webinar to you.

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective

Topics: Ethics & Integrity, Professional Standards 
Hosted by CFA Institute
 
Overview

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Each 60-minute session will include:
  • An examination of the factors that lead well-meaning individuals to make unethical decisions 
  • An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice 
  • Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct 
  • A facilitated discussion of those studies that allow participants to apply ethical framework
Exploring Additional Case Studies builds on the material from Introduction to Ethical Decision-Making to apply the ethical decision-making framework to additional case studies. We recommend participating in Introduction to Ethical Decision-Making before registering for Exploring Additional Case Studies. Both live programs are repeated on a recurring basis. 

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

Upon registration, you may also participate in the webinar through the Adobe Connect Mobile App for Apple and Android phones.


Speakers

Jon-Stokes.jpeg
Director, Ethics and Standards Education, CFA Institute

Jon Stokes is the Director, Ethics and Standards Education at CFA Institute. His responsibilities include, design and creation of on-line ethics education, development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, and the design and management of the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes holds a JD degree.

Glenn-Doggett.jpeg
Director of professional standards, CFA Institute

Mr. Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosures initiatives, including XBRL.

  
1/24/2019 12:00 PM1/24/2019 2:00 PM

REITs and Direct Private Market Investing in the Internet Age

REITS Pic.png
 

Picture Source: https://dc.urbanturf.com/articles/blog/southwest_waterfront_a_tiny_neighborhood_on_the_cusp/9806
 
Are the characteristics of primary real estate markets changing? Join us and learn what public and private real estate looks like for the average investor compared to the larger players. Learn how technology, Fed policy and current economic conditions will impact the future of commercial real estate market.
 
On January 24, 2019, come​ hear the takes from our panelists; Revathi Greenwood, Head of Americas Research at Cushman & Wakefield, Chris Lee, Co-President/Co-CEO at KKR, Benjamin Miller, CEO at Fundrise and W. Stevens Carroll, Principal/Senior Global Portfolio Manager at CBRE Clarion, as they discuss issues ranging from real estate, infrastructure and technological innovation to interest rates, credit conditions, deal-structure and tax policy.
 
Learning Objectives:
  1. Learn how the some of the key players in the commercial real estate space operate.
  2. Learn about the current cycle and commercial real estate market conditions.
  3. Understand how risk is managed in and out of cycles.
  4. Learn about potential disruptions and/or possible events to monitor that may change many aspects of what we know today​.
  5. Learn about Crowdfunding and the role it will play in direct investments.
Who Should Attend?
  • CIOs.
  • Commercial Real Estate Management professionals.
  • Investment professionals.
  • Portfolio Managers.
  • Risk Management and Strategic Asset Allocation professionals.
  • Anyone with a 401K, IRA or Pension plan invested in Equities.
  • Anyone interested in Fintech (Crowdfunding)
Speakers
 

Revathi Greenwood.jpg

Revathi Greenwood
Head of Americas Research at Cushman & Wakefield

W. Stevens Carroll.png

W. Stevens Carroll, CPA
Principal Senior Global Portfolio Manager at CBRE Clarion Securities

Chris Lee.jpg

Chris Lee
Co-President/Co-CEO at KKR

Benjamin Miller.jpg

Benjamin Miller
Co-Founder and CEO, Fundrise
 

Moderator

Brad Case.jpg
Brad Case, CFA
Senior Vice President, Research & Industry Information at NAREIT 
 
  
2/14/2019 12:00 PM2/14/2019 1:00 PM
​Ethical Decision-Making
Exploring Additional Case Studies

CFAW is please to bring this webinar to you.

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Topics: Ethics & Integrity, Professional Standards 
Hosted by CFA Institute

Overview

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Each 60-minute session will include:

  • An examination of the factors that lead well-meaning individuals to make unethical decisions 
  • An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice 
  • Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct 
  • A facilitated discussion of those studies that allow participants to apply ethical framework
Exploring Additional Case Studies builds on the material from Introduction to Ethical Decision-Making to apply the ethical decision-making framework to additional case studies. We recommend participating in Introduction to Ethical Decision-Making before registering for Exploring Additional Case Studies. Both live programs are repeated on a recurring basis.

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

Upon registration, you may also participate in the webinar through the Adobe Connect Mobile App for Apple and Android phones.


1 CE including 1 SER   

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering. 

Speakers

Jon-Stokes.jpeg
Director, Ethics and Standards Education, CFA Institute

Jon Stokes is the Director, Ethics and Standards Education at CFA Institute. His responsibilities include, design and creation of on-line ethics education, development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, and the design and management of the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes holds a JD degree.

Glenn-Doggett.jpeg
Glenn Doggett,  CFA 
Director of Professional Standards, CFA Institute

Mr. Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosures initiatives, including XBRL.
  
5/21/2019 9:00 AM5/22/2019 5:00 PM

​ Introduction To Data Science & Python for Finance

Intro to Data Science.png

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This two-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No prior programming experience required.

Learning Objectives:

  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course
Who Should Attend?

  • Investment professionals
  • Quantitative traders
  • Event-driven fund managers
  • PE/VC investors
  • Traditional asset managers​
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants​
Please Note: Participants will need to bring a laptop with them to the course.
  
6/26/2019 9:00 AM6/26/2019 5:00 PM
Advanced Data Science & Machine Learning 

with Python for Finance

Advanced Data Science.jpg

Course Goals and Overview:

This hands-on data science course is a sequel to the Introduction to Data Science for Finance workshop. Advanced Data Science for Finance will provide an overview of modern machine learning algorithms that analysts, portfolio managers, traders and chief investment officers should understand and in a context that goes beyond a broader level introductory class in data science. Classification methods are touched upon in the introduction course, but the Advanced Data Science for Finance course focuses exclusively on this highly demanded and rapidly adopted segment of data science and machine learning.

This course will explore advanced classification methods including neural networks and decision trees which are among the most effective data science techniques. This workshop also provides an introduction to deep learning, a technique which has significantly increased the performance of machine learning algorithms over the last years and is heavily used in the financial services industry. Deep learning utilizes algorithms and methods that perform in a similar manner to the human brain. According to Gartner, 80% of data scientists will be competent in deep learning and deep learning will be utilized in a much larger role in different forms of predictive analytics across all functional areas of business including finance and markets.

At the end of the workshop, participants will be comfortable applying the Python programming language to build common classification algorithms and evaluate & interpret their accuracies in the context of finance.

Learning Objectives:

  • An overview and specific focus on core classification methods and how to use them to solve real-world problems in the finance industry.
  • Aims to provide attendees with a high level understanding and working knowledge of highly coveted artificial intelligence areas including deep learning and neural networks and their direct application to the field of financial analysis and capital markets.
  • Provide attendees that work in the finance industry with the ability to evaluate and select from a variety of classification methods and tools as these techniques continue to be adapted and implemented at an ever increasing rate.
  • Further and more advanced hands-on Python programming experience beyond the introduction course.
Who Should Attend:

  • Individuals working with or needing to understand machine-learning algorithms, specifically classification methods.
  • Graduates of the Introduction to Data Science for Finance course. The introduction course or equivalent is a prerequisite.
Course Sections:

Review of Core Data Science Methods

  • Supervised vs. Unsupervised learning, Classification, Regression, Clustering, Dimensionality Reduction, Ensemble, etc.
Selecting Informative Attributes

  • Information gain and entropy, overfitting/generalization
Decision Trees &  Random Forests

  • What is it
  • How to do this in Python?
  • Coding Challenge
K-Nearest Neighbors

  • What is it
  • How to do this in Python 
  • K-Nearest Neighbors Coding Challenge
Support Vector Machines

  • What are they?
  • How to do this in Python - example
  • SVM Coding Challenge
Neural Networks

  • What is it
  • How to use this in Python with an example
  • Neural Nets Coding Challenge 
Deep Learning

  • Why the hype?
  • How to get started with deep learning
Evaluation of Classification Methods

  • Accuracy, confusion matrix. ROC, AUC, Precision, Recall, etc.
Final Project

  • Given a dataset and a classification mandate, attendees have to run these different classification models and figure out which one is "best"
What is Needed from You:

  • Participants will need to bring a laptop with them to the course.
  • It is recommended that participants have previously taken Introduction to Data Science for Finance as a prerequisite. If you have not been able to take this course, please contact the instructors at info@cognitir.com
PreviousPreviousNextNext

Disclaimer​​​

The views expressed by the speakers do not necessarily reflect the views of policies of CFA Society Washington, DC, its Board of Directors or its members. CFA Society Washington,​ DC does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same


​Contact Us
CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org