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7/22/2018 8:00 AM7/22/2018 10:00 AM

​Join CFAW members for a round of golf! This is an opportunity for intermediate golfers/ advanced beginners to improve their game as well as meet new people. [Member-Organized Event]

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7/24/2018 1:00 PM7/24/2018 2:00 PM

World Bank Group Tour – Members Only

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Join your fellow CFA Society Washington, DC members in taking a 45-minute Members only tour of the World Bank's brand new Visitor Center.  Learn all about the World Bank Group's effort to ending poverty and boosting shared prosperity for the world's poorest people.  Get an opportunity to speak with a World Bank Group employee in learning the history of the World Bank Group and the work that they do for the world over the last 70 years.

*Picture ID is required on day of tour. The tour will begin at 1:00 pm. Please arrive at 12:45 pm so that there is enough time for our group to pass through security. Those who arrive late for our scheduled tour will not be able to join. *

  
7/28/2018 8:00 AM7/28/2018 10:00 AM

​Join CFAW members for a round of golf! This is an opportunity for intermediate golfers/ advanced beginners to improve their game as well as meet new people. [Member-Organized Event]

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7/29/2018 8:00 AM7/29/2018 10:00 AM

​Join CFAW members for a round of golf! This is an opportunity for intermediate golfers/ advanced beginners to improve their game as well as meet new people. [Member-Organized Event]

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7/31/2018 7:00 PM7/31/2018 7:45 PM

This first meeting is dedicated to seting up a study group for the December 2018 CFA Level 1 exam, which will meet for 2 hours weekly on a weeknight.

  
8/2/2018 12:00 PM8/2/2018 2:00 PM

​Join the CFA Society Washington D.C. and the CAIA Washington Chapter for an open discussion of current topics in the real estate asset class. We will discuss the outlook for the U.S. real estate market cycle, including macro conditions, interest rates, construction, and operating fundamentals.

Light lunch (sandwiches and salads) will be served; participants are also welcome to bring their own lunch.  Participants are encouraged to share hard-copy materials likely to be of interest to others including research reports, market commentaries, or descriptions of investment products.

  
8/2/2018 5:30 PM8/2/2018 7:30 PM

CFAW Happy Hour Tyson

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The summer season is here and what better way than to cool off and enjoy the warm weather with CFA Society Washington, DC’s (CFAW) Networking Happy Hour Series. CFAW’s second happy hour will be held at Gordon Biersch Brewery Restaurant

Join us and your fellow members for some hosted appetizers, special drinks (cash bar), catching up and networking. No leaves without having a wonderful time.

If you plan to attend, registration in advance is much appreciated (so we can make sure that there is plenty of food for everyone).​
  
8/3/2018 12:00 PM8/3/2018 2:00 PM

​Join the CFA Society Washington D.C. and the CAIA Washington Chapter for an open discussion of current topics in the real estate asset class. We will discuss the outlook for the U.S. real estate market cycle, including macro conditions, interest rates, construction, and operating fundamentals.

Light lunch (sandwiches and salads) will be served; participants are also welcome to bring their own lunch. Participants are encouraged to share hard-copy materials likely to be of interest to others including research reports, market commentaries, or descriptions of investment products.

 

  
8/7/2018 5:00 PM8/7/2018 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!

  
8/23/2018 12:00 PM8/23/2018 1:00 PM

 Members Only: Tour of the Bureau of Engraving and Printing

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Take a break with us and join a group of fellow CFAW colleagues for a Members Only tour of the Bureau of Engraving and Printing.  Learn all about paper currency, get a chance to witness the production floor as bills are printed, and buy currency products at the gift shop (only if market value is less than intrinsic value).​

*Picture ID will be required on day of. The tour will begin at 12:00 pm. During peak season (March-September), tourism at all visitor attractions in Washington D.C. is extremely heavy. Please arrive promptly at 11:45 am so there is enough time for our group to pass through security. Those who arrive late for our scheduled tour will not be able to join. *

  
9/6/2018 4:00 PM9/6/2018 6:00 PM

Decades old Debate Put to Rest, Active vs. Passive

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Active versus passive investing has been long debated in the investment industry.  What started in the 1960s as a theory on attributing a manager's performance to beta and alpha, became a reality with the inception and democratization of the index fund in 1975.

Since then, a debate has raged for decades about the viability of "passive" investing and its place in a prudent, diversified portfolio.  Although many prognosticators would agree that some combination of indexing (or at least the concepts that make it possible) and active is appropriate, there is still a diffuse set of opinions on the subject.

On Thursday, September 6th, 2018, come hear from three RIAs, who all employ active and passive indexing differently to give their clients the best chance for investment success. Following will be a Q&A session.

​ Learning Objectives:

  1. Get a better understanding for how indexing and active are being considered as part of a portfolio allocation.
  2. Learn about trends, research and tools assisting PMs in their decision making and execution of portfolio strategy.

Who Should Attend?

  • Wealth Managers
  • CIOs, researchers, analysts, CEOs, CMOs

Speakers

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​Scott Puritz

Managing Director, Rebalance IRA

Scott Puritz is the Managing Director and Co-founder of Rebalance IRA, a retirement investment firm with offices in Bethesda, MD and Palo Alto, CA.

In addition, he is the investment committee chairman of the North Carolina Outward Bound School, overseeing a $20 million endowment. He is a registered Investment Representative and holds a Series 65 securities license.

As a thought leader, educator, and registered financial adviser, Puritz has been at the center of the debate over the fiduciary rule, a landmark Obama-era regulation designed to protect individuals from unscrupulous financial advisers. In addition to testifying before the U.S. Senate in support of the recently adopted rule, he has been featured on PBS and NPR and quoted in the New York Times and the Wall Street Journal.

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Lowell D​​. Pratt Jr., CFA​

President, The Burney Company

Lowell joined The Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech and an MS in Banking and Financial Management from Boston University.​

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Jeff Porter, CFA, CFP

Principal and CIO, Sullivan Bruyette Speros & Blayney

Jeff oversees the Investment Policy Committee (IPC) and the team of supporting professionals responsible for determining SBSB’s investment views, constructing and managing asset allocation models, developing policies, and selecting preferred investment vehicles. He and his team also support client service teams with portfolio strategy implementation, as well as client communication and education.

In addition to his work as CIO, Jeff provides financial, tax, investment, and estate planning advisory services for his clients.  He also serves as an investment advisor and fiduciary consultant to investment committees for corporate reserves, defined benefit and defined contribution plans, endowments, and reserve funds.

Jeff joined the firm in 2004 and has more than 14 years of diversified experience within the wealth management industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA®). Jeff earned a BS degree from The University of Virginia.

He has served as the Treasurer of the Catholic Business Network of Northern Virginia and as a member of the Gift Planning Advisory Council for Northern Virginia Family Services.  He is a member of the CFA Society of Washington, DC.​

Thank you to our Sponsor​


  
9/6/2018 7:05 PM9/6/2018 9:05 PM

​This is a Member Sponsorsed Event

Washington Nationals vs. Chicago Cubs​

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Take an after work break and join your fellow CFA’s for an evening at the Nationals stadium. See the Washington Nationals go up against the Chicago Cubs on Thursday, September 6th, 2018 at 7:05 PM. Be sure to cheer your home team at this exciting game. 

  • Date:  Thursday September 6, 2018
  • Time:  7:05 P.M.
  • Section:  408  (higher up than last year but with a much better view of home plate and the scoreboard)
  • Cost: $18 
  • Teams: Washington Nationals vs. Chicago Cubs.
If you are interested in attending, please rsvp with Stuart Cohen to reserve ticket(s) and arrange for your payment and ticket pickup either in advance or at the Gordon Biersch 100 M Street SE. (bar area) at 6:00 P.M. to 6:45 P.M. on Thursday Game night
  
9/19/2018 6:00 PM9/19/2018 8:00 PM

​Annual Members Reception

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After a long summer season, come kick off CFA Society Washington, DC's new program year at the 2018 Annual Members Reception in reconnecting with fellow members and friends as well as making new connections and memories On Wednesday, September 19th, 2018, at The Hamilton.


Join us to find out what CFAW has planned for the 2018-19 Program Year.


This event is FREE for CFAW members. Have you renewed your membership yet? If not please click here.


We hope to see you there!

  
12/12/2018 9:00 AM12/14/2018 5:00 PM

CFA Washington 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 high
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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