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Event Description
  
12/2/2020 12:00 PM12/4/2020 8:00 PM

​ Financial Valuation and Modeling Boot Camp

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Wednesday, December 2 - Friday, December 4

12 PM - 8 PM ET*

*Please note the updated time*

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.

Whats 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)
  • 21 CFA PL CE, 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What You'll Need:
  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • For the course, Participants will need a laptop with Excel, version 2003 or higher

This Virtual Course is Instructed by our training partner, Wall Street Prep.

  
12/9/2020 9:00 AM12/11/2020 5:00 PM

​Introduction to Project Finance Boot Camp

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Wednesday, December 9 – Friday, December 11
9:00 AM - 5:00 PM

Course Goals and Overview:

Project Finance Modeling requires complexity not seen in typical corporate finance models. This course breaks down everything needed to build and interpret project finance models for a transaction. Learn project finance financial statement modeling, debt sizing mechanics, running upside & downside cases, and more.

Day 1: Project Finance Principles; Modeling Best Practices

You will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model.

Day 2: Building the Project Finance Model

Trainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance.

Day 3: Project Finance Model Completion

Trainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio, equity IRR, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance.

What's Included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What You'll Need: Laptop, Notepad, and Calculator

Instructor:
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Shesi Xie,
Intstructor,
Wall Street Prep

Shesi Xie, has 10+ years of experience in the social infrastructure and transportation sectors. She has extensive experience in project finance, asset privatizations, infrastructure commercial strategy, and public private partnerships. Prior to founding SXM Strategies, Shesi was a Vice President in KPMG’s Infrastructure Advisory Practice and was the financial and commercial advisor to various public agencies for their alternative delivery programs. Her work consisted of project screening, financial analysis, financial modeling, term sheet negotiation, and commercial structuring advice for public and private sector clients.

This Virtual Course is Instructed by our training partner, Wall Street Prep.
  
12/9/2020 9:00 AM12/11/2020 5:00 PM

Financial Valuation and Modeling Boot Camp

FVM.jpg

Wednesday, December 9 - Friday, December 11

9 AM - 5 PM ET

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.

Whats 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)
  • 21 CFA PL CE, 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What You'll Need:
  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • For the course, Participants will need a laptop with Excel, version 2003 or higher

This Virtual Course is Instructed by our training partner, Wall Street Prep.

  
12/9/2020 12:00 PM12/9/2020 1:00 PM
​Healthcare Economic Outlook:
Impact & Opportunities of the 2020 Election
Healthcare Outlook.jpg
Wednesday, December 9 | 12:00 PM - 1:00 PM

U.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more pronounced in the 2020 cycle as the healthcare sector now represents the second largest in the S&P500 just behind technology. Further, the current environment has become a “perfect storm” for healthcare uncertainty and opportunity with the continued focus on a Covid-19 response, and the economic fallout having an extremely discerning impact, devastating some business models while rewarding others. In this CFA Society Washington, DC healthcare sector focused event we will examine the impact from the Covid-19 crisis and how investors may be impacted in the possible periods of more panic and/or opportunity. We will seek to learn what potential scenario outcomes might lie ahead including the policy implications from the White House, and Congress as well as how various subsectors of the health care industry are affected differently, and how demographic forces interact with supply and regulation around drug prices and treatments. 

Learning outcomes:
  1. Learn how the healthcare industry and the various subsectors has performed during 2020
  2. Understand the differing drivers of various health care subsectors
  3. Review different forecasts of potential outcomes of policy decisions on health care reform and drug price controls
  4. Examine demographic drivers of future health care risks and return opportunities
  5. Review the likely movement in equity prices based upon the above possible alternative trends and outcomes
Who Should Attend:
  • CIOs, Wealth Managers/Financial Advisors, Investment Professionals
Speakers:
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Damien Conover, CFA 
Director of Healthcare Equity Research and Equity Strategy, 
Morningstar

Damien Conover, CFA, is director of healthcare equity research and provides overall strategy guidance within the equity research team. Before joining Morningstar in 2007, Damien was an equity research analyst covering the healthcare sector for Raymond James, Bank of Montreal, and Tucker Anthony. 

Daniel holds bachelor’s and master’s degrees in finance from the University of Wisconsin and was a member of its Applied Security Analysis Program. He also holds the Chartered Financial Analyst® designation.

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Founding Partner and Head of US Policy, 
Cornerstone Macro LLC

Andy Laperriere is head of US Policy Research for Cornerstone Macro in Washington, DC, where he analyzes the market implications of policy and political developments. Andy analyzes how tax, budget, trade, healthcare, banking, housing, energy and other policy changes could impact the economy and financial markets. He also tracks geopolitical developments, elections, and political trends.

Prior to Cornerstone Macro, Andy was a Senior Managing Director at ISI Group and the head of ISI’s Policy Research team. Before joining ISI, he spent eight years on Capitol Hill working for former House Majority Leader Dick Armey. Andy has been an Institutional Investor-ranked analyst for the past 16 years, and his policy team has been ranked #1 for each of the past 12 years.
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Equity Analyst,
T. Rowe Price

Rouven Wool-Lewis is an investment analyst following health care services in the U.S. Equity Division. He is an Investment Advisory Committee member of the US Large-Cap Core Growth Equity, US Structured Research Equity, US Structured Active Mid-Cap Growth Equity, Health Sciences Equity, and US Small-Cap Core Equity Strategies. Rouven also is a vice president of T. Rowe Price Group, Inc.

Rouven’s investment experience began in 2007, and he has been with T. Rowe Price since 2010, beginning in the U.S. Equity Division. Prior to this, Rouven was employed by UnitedHealth Group as vice president in corporate strategy. Rouven also was an associate analyst in equity research at Oppenheimer & Co.

Moderator:
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Vice President and Senior Consultant,
Segal Marco Advisors

Guillette is a Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office. As an expert in public pension design, Ms. Guillette helps clients develop investment policy guidelines, implement investment manager searches and explore asset allocation decisions. She also assists clients with portfolio analysis.

Ms. Guillette specializes in public sector plans with a focus on both defined contribution and defined benefit plans. She helps clients develop efficient plan structures that take full advantage of the various asset class options available to defined benefit plans, including value added real estate, hedge fund of funds, private equity fund of funds and absolute return strategies.

This program has been granted 1 CFP CE Credit.
CFP CE.png
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  
12/17/2020 5:00 PM12/17/2020 6:00 PM

​**The Wandering Investor & Meet the Author**

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Get ready for a very special edition of the CFAW member-organized Book Club.  December’s selection is The Wandering Investor by Brendan Hughes, who just so happens to be a CFAW member.  His book chronicles his travels around the world in search of both adventure and profit.  Part travelogue, part investment guide, it’s the perfect antidote for the lockdowns and uncertainty that we’re all dealing with.  

Brendan will be on hand to answer questions about the book and his publishing experience.  Hope to see you there! 


Spoiler alert: Read most of the book, if not all, before the group meets. 

Please RSVP via email to Mike Jerue.
  
1/14/2021 12:00 PM1/14/2021 1:00 PM
​2021 Asset Allocation Panel
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Thursday, January 14 | 12:00 PM - 1:00 PM

The US and the global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 Pandemic. However, the current US market expansion that has been underway since 2009 with the manufacturing and business investment sectors slowing while the housing and high-end consumer spending remains strong. As evident in March 2020 the markets can still drop, and all future projections can change on a dime due to real and/or fears of a COVID-19 shutdown. Further an additional number of other threats both known and unknown can emerge at any time including the tense geo-political hotspots and trade negotiations/wars and the domestic political situation in the United States.  

  • How are CIOs and strategists positioning their portfolios to take advantage of growth, but mitigate traditional and newer risks? 
  • What are the primary market opportunities and risks? Which asset classes and niche markets present the best opportunities?  Which international markets look the most promising?  
  • What approaches and assumptions are being used to set asset allocations?
  • What events will cause you to change your Asset Allocation and how quickly do you react. 
  • What risk premia are considered reasonable for different types of assets? 
  • How are the panelists using alternatives in their portfolios?  What returns are required for different types of private securities? 
  • How do the panelists adjust their target allocations depending on the type of client (institutional public fund, endowment, family offices and high net worth individuals)?  
  • Does ESG factor into your Asset Allocation Strategies.
  • What impact does over $14 Trillion of Sovereign Bonds yielding negative interest rates have on CIOs strategies 
Learning Objectives:
  1. Portfolio Management
  2. Risk Management
  3. Current perspectives on Asset Allocation
Who Should Attend?
  • CIOs, Wealth Managers/Financial Advisors, Investment Professionals, and Market watchers
Speakers
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Christine Kelleher, CFA
Chief of Investments
National Gallery of Art
 
Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art. Previously, Christine served as senior investment officer for Georgetown University. She assisted with the founding of Georgetown’s Investment Office in 2004 and served as acting chief investment officer in 2011. After Georgetown, Christine led investment strategy, sourcing, and evaluation for Avec Capital. Earlier in her career, she served on the executive team of the Central European University, founded by George Soros, in Budapest, Hungary. She received a BA in Russian and international relations from Bucknell University and holds MAs in Russian and East European studies and in Central European history from Georgetown University. Christine is a member of the finance committee of the YWCA National Capital Area, an executive officer for the Bucknell University Alumni Association Board of Directors, a board member of the NHS Scholarship Fund, and an advisor to the Kayo Conference Series. She lives in Washington, DC with her husband and son.

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Jason Odom, CFA
Strategist, Asset Allocation
PIMCO

Mr. Odom is a senior vice president and asset allocation strategist in the Newport Beach office. He focuses on multi-asset strategies and customized portfolio analyses. He has nine years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from Azusa Pacific University.

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Chief Investment Officer for Private Wealth
Glenmede

Jason Pride, CFA®, is Glenmede’s Chief Investment Officer for Private Wealth. He is responsible for formulating investment policy and strategy and serves as a leading member of the Investment Policy Committee which monitors and manages the firm’s allocation strategies for over $25 billion in client assets. In this role, he has led efforts to develop and enhance Glenmede’s proprietary economic, valuation, and portfolio optimization tools.

Mr. Pride is also responsible for investment strategy communications, including Glenmede’s Market Insights, Investment Strategy Notes, and Economic and Market Outlook presentations.  He is a regular commentator for local, regional and national media outlets, including: CNBC, Bloomberg, The New York Times, The Wall Street Journal, The Financial Times, Associated Press, Dow Jones and Reuters. 

Moderator

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Executive Director and Counsel
NCPERS 

Hank Kim is executive director and counsel for NCPERS. Kim directs the day-to-day operation of the largest public pension trade association in the United States. His responsibilities include strategic planning for NCPERS, promoting retirement security for all workers through access to defined benefit pension plans, and the expansion of NCPERS’ role in the continuing debate on health care.

This program has been granted 1 CFP CE Credit.
CFP CE.png
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  
2/24/2021 4:00 PM2/24/2021 5:15 PM
 Ethical Decision-Making Workshop – Part II  
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Wednesday, February 24, 2021 | 4:00 PM - 5:15 PM

In this workshop, we'll discuss CFA Institute's ethical-decision making framework and *additional* real-world scenarios. Expand on what you learned in the July workshop, or dive straight into Part 2!

Together, let’s explore “how to do the right thing even if no one is watching."
  • Can ethics be dangerous to your career?
  • What should you do if you are asked to do something that you believe is illegal or unethical?
Although ethical dilemmas are a normal and predictable part of the workplace, they can be damaging to a professionals' career if they are not prepared for the organizational challenges that may test personal values and a commitment to doing the right thing.

This interactive webcast examines real-life dilemmas that investment industry professionals may face in their careers, and that may not have a clear right or wrong response. Participants consider potential courses of action to address the issues involved and vote on one they believe is best, which sparks lively discussions and reveals unique perspectives. 

Speakers:
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Director, Ethics Education and Professional Standards,
CFA Institute

Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California.

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Senior Director, Wealth Manager
BNY Mellon Wealth Management

Victor Krasij is a Senior Wealth Manager in the McLean, VA office of BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs.

Victor has 15 years of experience in investment management and research, with a focus on wealth management. Victor joined the firm from U.S. Trust where he provided clients with proactive, highly personalized advice across investment management and wealth planning. Prior to joining U.S. Trust, Victor was a Team Leader at Cambridge Associates, where he built long-lasting relationships with his clients while mentoring his team of analysts, who covered 120 high-profile client portfolios totaling over $20 billion in assets. Victor joined Cambridge Associates in 2005 and supported a variety of clients including colleges, universities, foundations, pensions, healthcare organizations, museums, independent schools, as well as high-net-worth private clients and family offices.
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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
1401 New York Ave. NW, Suite 330
Washington, DC 20005
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org