CFA Society Washington, DC

A Member of the CFA Institute Global Network of Societies

 Events

Annual Dinner 2016

          Policy & Market Implications of the 2016 Election

 

     

                      Annual Member Reception


  

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Event Description
  
6/28/2017 6:00 PM6/28/2017 8:00 PM

Join CFAW as we celebrate the announcement of our new Board Members. This year's Annual Meeting will be held at 20 F Street NW Conference Center's rooftop pavilion overlooking the Capitol dome.  

There will be a reception following the presentation. This 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 is $65. 
  
6/29/2017 12:00 PM6/29/2017 2:00 PM
How can FinTech make your business more human?
 
If utilized correctly, it could effectively free up your time to spend more of it building relationships with clients and prospects. Easier said than done. With the proliferation of FinTech comes the inundation of options. Hear from other industry practitioners who have successfully vetted and implemented software into their practice thus streamlining their client relationship management, portfolio management, rebalancing, financial planning, reporting, client portals, and compliance. This is a must see event for anyone thinking about enhancing their practice with best fit technology for their unique operation.
 
A panel discussion will provide anecdotal feedback on how they recently underwent a search for a FinTech product. We hope to draw out strengths and weaknesses of some of the most prevalently utilized FinTech products from the very people using them. 
 
Learning Objectives:
  • Share experiences in searching for, implementing and scaling the use of FinTech
  • Provide the Do's and Don'ts when thinking about bringing on a new software enhancement
  • Provide a backdrop for a debate on where FinTech is headed and how it could potentially change the financial advice industry

Who Should Attend?

  • RIAs
  • COOs
  • CIOs
  • Anyone interested in FinTech on a specific level

Panellists:

  • Ryon Beyer, Managing Principal and Co-Founder - Hemington Wealth Management
  • Cindy Joyce, CPA, MBA, Chief Operation Officer - Joyce Payne Partners
  • George Gouin, Managing Director - Information Technology and Systems
  • Nir Kaissar, CFA, Managing Member and Portfolio Manager - Unison Advisors
  • Kevin Lozer, CFP, Partner/Chief Operating Officer - ClearLogic Financial
  • Walt Nockett, CFA, Portfolio Manager - Sullivan, Bruyette, Speros & Blayney

 

Speaker Bios:

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Ryon Beyer, Managing Principal and Co-Founder – Hemington Wealth Management

Ryon is a co-founder and principal of Hemington Wealth Management, and has a diverse background in the wealth management industry having served in virtually every role throughout his career. At Hemington he oversees the operations, personnel, strategy, compliance, investment philosophy, and day-to-day activities of the company, all while serving as a lead advisor. He is also an ERISA expert and works directly with clients to design and manage employer retirement plans so that they work in conjunction with our client’s wealth management goals. He has been the subject of case studies on the topic of business efficiency, is often quoted in industry publications, and has served as a mentor to business owners struggling with change.

 
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Cindy Joyce, CPA, MBA, Chief Operating Officer – JoycePayne Partners

As Chief Operating Officer of JoycePayne Partners, Cindy oversees financial, budgeting, human resources, and office operations. She works to implement operational efficiencies and to standardize processes and procedures around employee onboarding and development and client services. She is currently leading growth initiatives focused on operational excellence and efficiency in human capital resources to increase the firm’s profit margins. As an example, she recently oversaw an extensive project to upgrade the firm’s CRM and is continuing to lead the development of the program to create further workflow and information-sharing efficiencies. She is a key member of the firm’s Leadership Team.

A Certified Public Accountant, Cindy began her career with Arthur Andersen, and worked with Union Pacific Corporation before lending her expertise to venture-backed biotech startups.

 

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George Gouin, Managing Director – Information Technology and Systems

George is a Managing Director at The Mason Companies, a Registered Investment Advisor firm in Reston, Virginia, where he is responsible for managing the Reporting and Rebalancing teams, a team of Institutional Junior Consultants, and responsible for the management, implementation and usability of data through technology and systems. With over 11 years of experience, other areas of specialization include: customized reporting on Private Equity, Alternatives and unique balance sheets, Partnership reporting, Project management and Relationship management.

 

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Nir Kaissar, CFA, Managing Member and Portfolio Manager – Unison Advisors

Nir Kaissar, CFA, is founder of Unison Advisors LLC, an investment management firm that constructs multi-asset portfolios for individuals and institutions. Nir is also a columnist for Bloomberg Gadfly, which offers data-driven commentary about corporate, financial and market news.

Nir's work focuses on alternative approaches to multi-asset investing, using quantitative methods such as valuation and momentum. With Unison's founding in 2005, Nir introduced one of the first multi-asset investment managers. Unison's Equity Bias strategy was twice ranked #1 by Lipper Marketplace in the multi-asset category (based on performance for 5 years ended December 31, 2013 (out of 30) and March 31, 2014 (out of 34)), in addition to numerous other appearances on Lipper Marketplace's list of Best Money Managers. Nir is a member of the CFA Institute, the CFA Society of Washington, DC and the American Finance Association.

Prior to founding Unison, Nir was an associate at Sullivan & Cromwell LLP, where he represented Wall Street's largest financial institutions in a variety of transactions, including financings and mergers and acquisitions. Nir began his career as a consultant with Ernst & Young LLP, where he prepared company valuations for proposed mergers and acquisitions.

 

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Kevin Lozer, CFP, Partner/Chief Operating Officer - ClearLogic Financial

Kevin is a CFP© practitioner and has been a Financial Planner with ClearLogic Financial, Inc. since March, 2008. Prior to becoming a financial planner, he worked 11 years in various corporate finance positions in the lodging, telecommunications, and senior living industries.

 

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Walt Nockett, CFA, Portfolio Manager – Sullivan, Bruyette, Speros & Blayney

Walt Nockett is a Portfolio Manager at Sullivan, Bruyette, Speros & Blayney (SBSB). Walt is responsible for investment strategy and policy for client portfolios and is a member of the firm's Investment Policy Committee. Prior to joining SBSB in 2016, he worked at Cambridge Associates, a global institutional investment advisor, where he worked as part of a dedicated investment team that provided discretionary, Outsourced Chief Investment Officer (OCIO), and advisory services to foundations, endowments, pensions, and ultra-high net worth families.

Walt is a Chartered Financial Analyst (CFA©) and a member of the CFA Society of Washington, DC.

  
7/6/2017 7:05 PM7/6/2017 9:05 PM
This a Member-Organized Event
 
Take a break and join your fellow CFAs for a Nationals Baseball Game: Atlanta Braves vs. Washington Nationals on Thursday, July 6th!
 
Seats are located in the Scoreboard Pavilion Section 241 rows D-H for $20.
  
7/12/2017 5:00 PM7/12/2017 7:00 PM

This a Member-Organized Event

Meet your fellow CFAW DC members for casual, open conversation. Markets, hobbies, families, networking - feel free to join and share in conversation.

  
7/12/2017 6:00 PM7/12/2017 8:00 PM
Interested in earning the coveted CFA designation? Join an expert CFA instructor for a free level I sample class in Washington, D.C. and get a taste of how Kaplan Schweser can add more structure and accountability to your CFA exam preparation.

Equity Analysis & Valuation Sample Class:

  • 90 minute sample class on Equity Analysis & Valuation
  • Study tips and tricks 
  • Q&A session
  • Drawing for a FREE Live Weekly Class* 
  • Refreshments provided 
Presented by: H. Kent Baker, CFA, CA

Get the information you need...give yourself the edge...and best of all, it's FREE! 

*Registration is required. Must be present to be entered to win a free live weekly class.
  
7/18/2017 5:30 PM7/18/2017 7:30 PM

CFAW's Summer Happy Hour Series kicks off in Arlington at Whitlow's at Wilson. Join fellow members for hosted appetizers, drink specials (cash bar) and great networking.

Registration in advance is appreciated if you plan to attend (so that we can make sure there is plenty of food for all.)
  
7/19/2017 2:00 PM7/19/2017 3:00 PM
Sold Out - This event is at capacity​

Have you ever wanted to sit in Janet Yellen's chair in the Fed Board Room? Attending CFAW's tour of the Federal Reserve will give you the chance to do so.  Please join us for a private tour of the Federal Reserve on Wednesday, July 19th.

 
**Required to register: For security purposes by Tuesday, July 4th all participants will have to supply their full name, date of birth and social security numbers; individuals without social security numbers must supply their passport numbers and country of origin. Picture ID will be required the day ofState driver’s licenses issued from a “REAL ID non‐ compliant” state will not be accepted and visitors with these licenses will be denied entry.  For a list of acceptable forms of identification, please access this link**
 
We will be meeting at 1:45pm at the Federal Reserve Visitor Center located on 20th Street between C Street and Constitution Avenue, N.W.
 
*The tour will begin at 2:00pm. Please arrive promptly at 1:45pm so there is enough time for our group to pass through security.
 
Space is limited to 24 attendees on a first come first serve basis. You must be a CFAW member to attend.
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  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