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 Upcoming Programs & Events

 

CFAW hosts a number of events each month throughout the year for the benefit of members and non-members in the investment management industry. Some of the events are CFAW Member-Only events and others are open to non-members as well. CFAW members always receive special discounted pricing on all programs and events.

All programs & events fall in to the following categories:

  • Professional Education
  • Training
  • Networking
  • Career
  • Other

Descriptions of each category can be found on each category's specific webpage under the Programs & Events tab of the CFAW website.

We invite you to explore our upcoming events listed below.

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Title
  
Location
  
Start Time
End Time
Event Description
  
WDCEP (Washington DC Economic Development)10/18/2017 1:00 PM10/18/2017 3:00 PM

​Description: Hedge funds have been buffeted recently by (1) several years of low returns, (2) complaints about high and unjustified fees, and (3) high-profile withdrawals by large and influential institutional investors. Has their time passed, or do hedge funds still serve an important role in institutional and high net worth portfolios?

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Learning Objectives:​​

1.     Learn the continuing positive aspects of hedge fund investing
2.     Learn the negatives of hedge fund investing
3.     Learn how to evaluate the role of hedge funds in any portfolio

Who Should Attend?

·        Institutional investors
·        Investment consultants
·        Hedge fund managers and marketers
·        High-net-worth investors and advisors
Speakers

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Alifia Doriwala
Managing Director and Partner, The Rock Creek Group

Alifia Doriwala is a Managing Director and Partner at The Rock Creek Group.  She is a member of the firm's Investment Committee and is involved in portfolio management, asset allocation and manager selection across alternative and traditional asset classes.  At Rock Creek she manages institutional portfolios and sources and invests in a number of top-tier active managers on behalf of endowments, foundations, and pension funds.  Prior to joining Rock Creek, Ms. Doriwala was an Equity Arbitrage Trader at Wolverine Trading, L.P., where she was responsible for analyzing, modeling, and trading equity spreads resulting from corporate transactions.  Prior to that she was an Investment Banking Analyst in Merrill Lynch's Financial Sponsor Group, where she assessed the suitability of potential targets for private equity portfolio companies. Ms. Doriwala graduated from Georgetown University magna cum laude with a B.A. in Economics and English and holds an M.B.A. in Finance and Marketing from New York University's Stern School of Business.  She is a member of the investment committee at The Langley School.

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Paula Kar
Head of Product Management, ProShares

​Paula Kar is the Head of Product Management at ProShares, one of the largest providers of ETFs. Prior to joining ProShares, she was the Head of iShares Fixed Income and Commodities ETFs at BlackRock. Ms. Kar began her career with Citigroup and also served as a senior manager at McKinsey where she advised global asset management, banking and private equity firms on strategic initiatives. Ms. Kar earned an MBA in Finance, with Honors, from the Wharton School of the University of Pennsylvania. She is a Board Member of Women in ETFs, a global nonprofit organization serving over 2,500 members worldwide.

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F. Fuller O’Connor Jr. 
Senior Managing Director, Head of Investor Relations, EJF Capital LLC

F. Fuller O’Connor Jr joined EJF in 2009 and is a member of the Executive Committee. He is responsible for directing all communication with existing and prospective investor relationships. Prior to assuming the role of Head of Investor Relations, Mr. O’Connor served as co-portfolio manager of the EJF Income Fund for over six years and currently acts as an advisor to the fund. Prior to joining EJF, Mr. O’Connor was Senior Managing Director and Head of Real Estate Investment Banking at FBR. Prior to FBR, Mr. O'Connor was Managing Director at Cohen & Steers Capital Advisors, as well as Managing Director at Prudential Securities Incorporated in the Real Estate Investment Banking Group. Mr. O'Connor has held senior positions in real estate at Chase Manhattan Bank, Chemical Bank and Trammell Crow Ventures. Mr. O’Connor holds a B.S. in Commerce from the University of Virginia.

Moderator:

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Brad Case
Senior Vice President of Research and Industry Information, NAREIT​

Brad Case, PhD, CFA, CAIA (Moderator) serves on the Program Committee of the CFA Society Washington DC (and as co-chair of its Alternative Investments Subcommittee) and also as a Chapter Executive of the CAIA Washington Chapter.  He is Senior Vice President, Research & Industry Information for the National Association of Real Estate Investment Trusts (NAREIT), and also serves on the Endowment Investment Committee of the Potomac Appalachian Trail Club.  He earned degrees from Williams College, the University of California at Berkeley, and Yale University.

**Light refreshments will be provided.

  
Willard InterContinental Washington, DC Hotel10/30/2017 6:00 PM10/30/2017 8:00 PM
Factor Investing & Asset Allocation: A Business Cycle Perspective - CFA Institute Research Foundation Event (CFAW Member Only Event)


Factor Investing – building portfolios with exposure to macroeconomic or statistical factors that explain the return differences between securities – is as old as the hills. (In investing, anything older than 30 years is ancient). Yet factor investing has only recently become a widespread practice. What is behind this sudden change in the investment management industry? What do analysts at firms that engage in factor investing do? What results might investors using these techniques expect?

Join CFAW and the CFA Institute Research Foundation for this exclusive, CFAW member-only event as our speaker explores how to translate macroeconomic forecasts into alpha-generating portfolios or positions, in the spirit of arbitrage pricing theory. Based on his Research Foundation monograph, Factor Investing and Asset Allocation: A Business Cycle Perspective, he will focus on forming optimal portfolios of multiple asset classes. Most of the literature on factors deals with single asset classes, such as equities. But the ultimate problem of the asset owner is to allocate among asset classes. Mr. Page will analyze this problem via the risk factor approach. Moreover, the habits of mind revealed will be useful for understanding, developing, and implementing any kind of quantitative or factor-based approach to investing, not just one that relies on macroeconomic forecasts.

Learning Objectives:

  • Learn about factor investing
  • Discover why it has become a widespread practice
  • Find out what analysts at firms that engage in factor investing do
  • Explore what results might investors using these techniques expect
  • Meet CFA Institute Research Foundation Board members

Heavy hors d'oeuvres will be served.

Guest Speaker:

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Sebastien Page, CFA

Head of Asset Allocation at T. Rowe Price

Sebastien Page is Head of Global Multi-Asset at T. Rowe Price, overseeing a team of investment professionals dedicated to a broad set of multi-asset portfolios. He is a member of the Asset Allocation Committee, which is responsible for tactical investment decisions across asset allocation portfolios. He is also a member of the Management Committee of T. Rowe Price Group, Inc.

Prior to joining the firm in 2015, Mr. Page was an executive vice president at PIMCO, where he led a team focused on research and development of multi-asset solutions. Prior to joining PIMCO in 2010, he was a Senior Managing Director at State Street Global Markets.

Mr. Page won research paper awards from the Journal of Portfolio Management in 2003, 2010, and 2011, and from the Financial Analyst Journal in 2010 and 2014. He is co-author of the book “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016), and a member of the editorial board of the Financial Analysts Journal. He earned a Master of Science degree in finance and a Bachelor's degree in Business Administration from Sherbrooke University in Quebec, Canada. Mr. Page has earned the Chartered Financial Analyst designation.​

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Sebastien Page, CFA – Co-Head of Asset Allocation Group at T. Rowe Price and co-author of Factor Investing and Asset Allocation: A Business Cycle Perspective.​​

  
NAREIT11/2/2017 12:00 PM11/2/2017 2:00 PM

This a Member-Organized Event

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 the possible effects of changes in the housing market, retail commerce, and other developments. ​

  
NAREIT11/3/2017 12:00 PM11/3/2017 2:00 PM

This a Member-Organized Event

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 the possible effects of changes in the housing market, retail commerce, and other developments.

  
11/8/2017 7:30 AM11/8/2017 9:00 AM

CFAW has teamed up with ACG Next Gen, ACG's program to develop young professionals' skills. Our panel will provide insights to help young finance professionals manage their careers.  All of our panelists have succeeded in a very competitive industry.  

Panelists

Kwame Lewis, Acting Chief Financial Officer of ACON Investments
Pamela Little, Executive Vice President and Chief Financial Officer and Director, MTSI 
Rob Rubin, Partner, FBV Capital Advisors Inc.
David Samuels, CFO, DrFirst, Inc

Moderator: Janna Laudato, Senior Advisor, Hauser Private Equity

​We’ll ask them:  

  • What were key decisions that helped them succeed?
  • What investments in education and skills have had the biggest payoff?
  • What skills have proven the most valuable?  
  • What factors should young professionals weigh when considering a move? 
  • How can young professionals maximize their network? 

7:30-8:00 am - Registration and Breakfast
8:00-8:45 am - Panel Program
8:45-9:00 am - Wrap up

*Attendance is restricted to those who have enrolled and paid in advance for the 2017 NextGen program and qualified CFAW members. 
  
11/8/2017 12:00 PM11/8/2017 2:00 PM

Description:  Given the recent changes in the geo-political environment, technological trends, climate accords, natural disasters what should Investors expect in the Energy Markets in 2018 and beyond.  What are the trends to expect and how will it impact Energy Investors directly and most other investors indirectly. Join us as Adam Sieminski, James R. Schlesinger Chair for Energy and Geopolitics at the Center for Strategic and International Studies (CSIS) presents the 2018 Energy Markets Outlook.  His talk will be followed by a discussion of investment implications presented by Kevin Book of ClearView Partners and Robert McNally from Rapidan and leaving plenty of time for Q and A.

 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 2018 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

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Adam Sieminski, CFA
James R. Schlesinger Chair for Energy and Geopolitics, Center for Strategic and International Studies (CSIS)

Prior to joining CSIS, he served as administrator of the U.S. Energy Information Administration (EIA) from June 2012 to January 2017. EIA is the statistical and analytical section of the U.S. Department of Energy. From March through May 2012, while awaiting US Senate confirmation for the EIA post, he was senior director for energy and environment on the staff of the National Security Council at the White House. He was previously Deutsche Bank's chief energy economist, working with the bank's global research and trading units, where he drew on extensive industry, government, and academic sources to forecast energy market trends and wrote on a variety of topics involving energy economics, climate change, geopolitics, and commodity prices.

Earlier, Mr. Sieminski was the senior energy analyst for NatWest Securities, covering the major U.S. international integrated oil companies. He is a senior fellow and former president of the U.S. Association for Energy Economics and served as president of the National Association of Petroleum Investment Analysts. Energy Secretary of Energy Samuel Bodman appointed Sieminski to the National Petroleum Council (NPC) I 2006 and he served on the NPC until he joined the EIA in 2012.

Mr. Sieminski previously acted as a nonresident senior adviser to the Energy and National Security Program at CSIS. He also served as an advisory board member of the Global Energy and Environment Initiative at Johns Hopkins University's School of Advanced International Studies, was chairman of the Supply-Demand Committee of the Independent Petroleum Association of America, and a member of the Strategic Energy Task Force of the Council on Foreign Relations. He belongs to the CFA Society Washington, DC, and holds the chartered financial analyst (CFA) designation. Mr. Sieminski received both an undergraduate degree in civil engineering and a master's degree in public administration from Cornell University.

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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. ClearView's data-backed research marries economic forecasting with policy analysis to assess events and decisions that impact energy supply, demand and price.

Mr. Book covers the politics and fundamentals of oil, natural gas and coal. He appears frequently within print and broadcast media, contributes to policy forums convened by government and private organizations and meets with top Washington decision-makers. Mr. Book 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 for a national investment bank. 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.​

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Robert McNally
President, The Rapidan Group

Robert McNally is the founder and President of 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 26-year professional career includes senior financial market and official posts spanning economic, security, and environmental aspects of energy market analysis, strategy, and policymaking​


  
11/11/2017 8:00 AM11/11/2017 4:30 PM

CFAW is pleased to offer CFA® candidates the opportunity to take the practice exam prepared by the CFA Society Boston.

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For many years, CFA Boston has created highly-regarded, full-day practice exams for the three levels of the CFA® exam. CFA Boston's exam is all new each year, based on the most recent CFA® Candidate Body of Knowledge®.

This practice exam has proven to be a valuable study tool for candidates in the Washington, DC area for many years. The exam is designed to provide experience dealing with exam questions in a timely fashion under test conditions and to highlight strengths and weaknesses.

The practice exam will be administered on Saturday, November 11th at John Hopkins Carey School of Business. Candidates will take the exam under conditions designed to simulate the actual CFA® exams. CFAW will not grade the exams, but will provide the CFA Boston answer key at the end of the testing session for candidates to evaluate their own performance.

CFAW reserves the right to cancel the CFA Boston practice exam in the event of inadequate pre-enrollment. In such a case, all pre-paid fees will be refunded in full.

Time: Registration begins at 8:00am
           Exam begins promptly at 9:00am

Member cost: $60

Student/Guest member cost: $60

​Non member cost: $70

NOTE: For the real exam in December, CFA Institute requires an international travel passport from every candidate.This policy applies to all new and returning candidates, and is strictly enforced. Please be sure to read the CFA program's identification policy here.

  
11/15/2017 6:00 PM11/15/2017 8:00 PM

​Description: What is in store at the SEC under new leadership? Jay Clayton was sworn in as the 32nd Chairman of the SEC on May 4. Since then, he has been hiring senior staff and providing glimpses into what his asset management regulatory and enforcement agenda will be. Ropes & Gray’s Jeremiah Williams and David Tittsworth discuss the “new” SEC and how Chairman Clayton’s asset management agenda may be shaped by outside interest groups, Congress, and the White House.​

  • ​6:00-6:30pm: Networking
  • ​6:30-8:00pm: Panel and Q&A​
Learning Objectives:

1. Develop a better understanding of what drives the current SEC administration

2. Clarify how the SEC and Presidential agenda might impact your business and your clients​

3. Develop strategies to prepare yourself for potential scenarios

Who Should Attend?
Regulators
Financial Advisors
Portfolio Managers

Speakers

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Counsel, Ropes & Gray

David Tittsworth is a counsel in Ropes & Gray’s investment management practice in Washington, D.C. He provides information and advice to clients on the ever-changing regulatory and legislative landscape for asset management firms. Prior to joining the firm, David was president and CEO of the Investment Adviser Association (IAA) for 18 years. In this position, David advocated on behalf of the investment advisory profession on numerous legislative, regulatory, compliance, and policy issues. Before his long tenure with the IAA, David worked in various positions on Capitol Hill, including serving as Counsel to the House Energy & Commerce Committee chaired by Rep. John Dingell.

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Counsel, Ropes & Gray

Jeremiah Williams is part of Ropes & Gray’s business & securities litigation practice group with a focus on securities and futures enforcement. In his capacity as a litigator and former government enforcement attorney, Jeremiah has represented and prosecuted individuals and organizations in the financial services industry in both the private and public sectors. His extensive experience includes negotiating complex settlement agreements and navigating the Securities and Exchange Commission process. He is also experienced in white collar criminal defense and civil litigation involving financial instruments. Jeremiah provides compliance counseling for the firm’s asset management clients in the growing area of securities-related enforcement. 

Prior to joining Ropes & Gray, Jeremiah was Senior Counsel in the Division of Enforcement at the Securities and Exchange Commission. While at the SEC, Jeremiah was a member of the Asset Management Unit, a specialized group investigating potential misconduct involving registered investment companies and private funds, with a particular focus on violations of the Investment Advisers Act and Investment Company Act. Jeremiah also previously spent six years in the financial industry, where he marketed equity derivatives to large institutional investors and developed quantitative models used for valuing and hedging complex fixed income securities. Jeremiah holds the Chartered Financial Analyst (CFA) designation.

  
11/18/2017 8:00 AM11/18/2017 4:30 PM

On November 18, CFAW will host a Live Schweser Mock Exam for the December 2017 Level 1 exam.


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The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial.

On the day of, registration will open at 8:00 am and the Mock Exam begins promptly at 9:00 am.

The Live Schweser Mock Exam includes:

  • Fully proctored and timed 6-hour exam (two 3-hour sessions)
  • CFA Institute topic weightings
  • Printed answer key and online answer explanations
  • Online scoring and performance tracking with a comparison to other Mock Exam takers
  • LOS and CFA curriculum page references for every question

Included Mock Exam Tutorial

Simply click on any question you missed and get an audio and whiteboard explanation of the CFA curriculum material on which the question is based. With approximately 10 hours of targeted instruction at each level, this is the most effective way to fill in the gaps in your knowledge just prior to exam day.

NOTE: For the real exam, CFA Institute requires an international travel passport from every candidate. This policy applies to all new and returning candidates, and is strictly enforced. Please be sure to read the CFA program's identification policy here.

Recurring Event
  
The Dirty Martini11/21/2017 6:00 PM11/21/2017 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
  
12/6/2017 9:00 AM12/8/2017 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
Breakfast will be provided
  
12/13/2017 6:00 PM12/13/2017 8:00 PM

​HOLIDAY RECEPTION

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Bring in your holiday cheer and join your fellow CFA Society of Washington, DC members for a bash at the City Club of Washington, DC. Enjoy a wonderful evening to network or catch up with other fellow CFAW members with Festive cocktails and hors d'oeurves.

We hope to see you there.

Recurring Event
  
The Dirty Martini12/19/2017 6:00 PM12/19/2017 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini1/16/2018 6:00 PM1/16/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini2/20/2018 6:00 PM2/20/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini3/20/2018 6:00 PM3/20/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini4/17/2018 6:00 PM4/17/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini5/15/2018 6:00 PM5/15/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini6/19/2018 6:00 PM6/19/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
Recurring Event
  
The Dirty Martini7/17/2018 6:00 PM7/17/2018 8:00 PM

This a Member-Organized Event

Join the Women's Investment Group every third Tuesday of the month in DC. This meeting will be a great opportunity to meet and network with other women in the investment industry in a relaxed and social setting.​
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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