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7/18/2019 1:00 PM7/18/2019 2:00 PM

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MEMBERS ONLY: Tour of the Federal Reserve



Have you ever wanted to sit on the Board of Governer's Chair in the Federal Reserve Board Room? CFA Society Washington, DC has a scheduled tour of the Federal Reserve that would give you the chance in crossing that item off your bucket list. So please come and join us for the private tour on Thursday, July 18th, 2019 at 1:00 PM.

**Required to register: For security purposes by Thursday, July 3rd, 2019 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 of. State 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 12:40 pm at the Federal Reserve Visitor Center located on 20th Street between C Street and Constitution Avenue, N.W.

*The tour will begin at 1:00pm. Please arrive promptly at 12:40 pm, 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.
7/25/2019 5:30 PM7/25/2019 7:30 PM

Networking Happy Hour – Washington, DC


The summer season is here. 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 DC happy hour will be held at Proper 21

Join us and your fellow members for some hosted appetizers, special drinks (cash bar), catching up and networking. No one 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).
8/13/2019 1:00 PM8/13/2019 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 tour of the World Bank's Visitor Center.  Learn all about the World Bank Group's (WBG) effort to end poverty and boost shared prosperity for the world's poorest people.  Get an opportunity to hear from a ​WBG employee in learning the history of the WBG and the work that they do for the world over the last 70 years.

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. *
8/15/2019 5:30 PM8/15/2019 7:30 PM

Networking Happy Hour – Tysons

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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 next 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 one 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).
8/22/2019 12:30 PM8/22/2019 1:30 PM

​​Members Only: Tour of the Bureau of Engraving and Printing​


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 12:30 pm. During peak season (March-September), tourism at all visitor attractions in Washington D.C. is extremely heavy. Please arrive promptly at 12:15 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. *
9/13/2019 1:00 PM9/13/2019 1:45 PM

Blockchain Webinar

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A webinar link will be emailed to attendees a few days before the event.

This is a free event for CFAW members.  

Event Description: 

Although the blockchain is most commonly known as being the technology behind Bitcoin, blockchain’s reach and scope has much broader applications beyond just cryptocurrencies and speculative manias. 

Distributed ledger and blockchain based projects are quickly establishing themselves as preeminent forces in information technology. The ascent of the blockchain has the potential to be one of the most disruptive global technology trends since the proliferation of the internet. Blockchain adoption can drastically affect transaction processing dynamics, all forms of record keeping, supply chain management, capital raising, and securities trade settlement. These ramifications will have pronounced impacts on all industries with a particular emphasis on financial services.

What this Webinar Will Cover:

This 45 minute live webinar presented by Cognitir, and in partnership with the CFA Society of Washington DC, will touch on some of blockchain’s potentially most disruptive impact on the world of finance, including the financing of projects and businesses through blockchain based infrastructure, as well as highlight some of the key initiatives by leading financial institutions to digitize securities settlement and international trade. 

The webinar will serve as an introduction to some of these major use cases and address how attendees can learn the fundamentals of the inner-workings of blockchain technology in the future.

Who Should Attend? 

For all financial services and business professionals that would like to get a feel for the biggest blockchain trends impacting the industry, as well as set them up to be prepared to learn more about this technology’s potential to rapidly digitize and streamline traditional processes. 


James LoBouno
Head of Business Development, Instructor

James co-leads research and course development efforts for Cognitir’s blockchain technology offerings. He has over a decade of analyzing and investing in various startup and technology holdings, including numerous blockchain based digital assets.

Outside of Cognitir, James has worked as an Assistant Vice President at ConnectOne Bank where he assisted in the management and origination of numerous commercial real estate mortgage transactions with a focus on the New York and New Jersey metro markets. Prior to this position, James was an associate at Chafia Capital Partners, a Northern New Jersey based private equity and real estate investment fund. James began his career working as an investment banker at JPMorgan within the bank’s Syndicated and Leveraged Finance group based in New York where he originated and executed many deals in that space.

James received a Bachelor’s degree with cum laude honors from Fairfield University in which he studied finance and business.​
9/17/2019 12:00 PM9/17/2019 2:00 PM

ETF Due Diligence & Analysis Tools via BLOOMBERG


Course Goals and Overview:
Take advantage of this rare opportunity to get live, in-person training from an expert and former chief architect, who helped develop many of the ETF analysis capabilities on the Bloomberg terminal. 
Learning Objectives:
  • Accessing ETF Industry Flows across all asset classes
  • Utilizing ETF Due Diligence tools
  • Evaluating underlying ETF liquidity
  • Building comparison reports for ETFs and Mutual Funds
  • Factor Decomposition of ETFs & Portfolios
  • Fixed Income ETF performance & attribution analysis
  • Calculate Fixed Income ETF risk statistics
  • ETF Institutional Ownership
  • Accessing Industry news across all asset classes
  • Retrieving ETF research on the Bloomberg Intelligence Platform
  • Building index reports across all asset classes
  • Evaluating holdings data for all ETFs
  • Building risk-return due diligence reports on ETFs
  • Accessing the total trading costs, securities lending, management fees and other fees associated with ETFs
  • Evaluating all Creation-Redemption Costs for an individual ETF
Who Should Attend:
  • Anyone who uses a Bloomberg terminal and is interested in the ETF industry
Ryan Kreger
ETF Capital Markets Strategist, Invesco Ltd.

Ryan Kreger is an ETF Capital Markets Strategist for Invesco Ltd. In this role, Ryan works with investment banks, trade desks, market makers, proprietary trading groups, and other institutions that are instrumental in providing liquidity in the global ETF market. In addition, Ryan aids buy-side clients on ETF trading and educates them on best practices for sourcing ETF liquidity and execution.

Previously, Ryan worked at Bloomberg L.P. as an ETF product specialist. He focused on the US market and was a regular contributor to Bloomberg ETF related content including TV, print, & Bloomberg Intelligence research. Ryan also hosted ETF thought leadership events around the country moderating panels with industry experts and presenting on current market dynamics.
9/19/2019 6:00 PM9/19/2019 8:00 PM

Annual Member Reception

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Join us for this popular event to kick off CFA Society Washington, DC's new program year and find out what CFAW has planned for the 2019-20 Program Year. Catch up with old friends and make new ones while enjoying a cocktail reception at the National Press Club on Thursday, September 19, 2019.

Nestled in the heart of downtown Washington, D.C. between The White House, Washington Monument and Capitol Hill with easy access to Metro, the National Press Club offers a unique historic setting like no other. Through its doors have come presidents, premiers, kings and queens, Cabinet secretaries, senators and House members, movie stars and sports heroes, titans of business and finance – just a who’s who of the 20th and the 21st centuries.

This event is free for CFAW members, but you must register in order to attend. The non-member fee is $95. Have you renewed your membership yet? If not, please click here.
9/26/2019 12:00 PM9/26/2019 6:00 PM

​FinTech Conference: Noise vs. Knowledge

The catch all term “FinTech” has become synonymous with efficiency, enhancement and automation. However, sorting through the deluge of offerings out there can be time consuming and daunting. By studying the mistakes and successes of others we can make this process of “streamlining the chores” more effective and less expensive with the addition of powerful software that is right for your unique business. Come hear from CEOs, portfolio managers, compliance officers and regulators on what pitfalls to consider when building out your tech stack as well as hear about what is to come in the world of financial software.

Learning Objectives:

  1. Walk away with a framework for considering new technologies in the wealth management business
  2. Get an idea for how other CEOs think about deploying technology in their wealth management firms
  3. Understand how portfolio management software offers differ
  4. Understand how compliance software offers differ
  5. Gain a better understanding for regulatory trends in cybersecurity and FinTech
Who Should Attend:  C Suite strategy, PMs, CCOs, CTOs, CEOs, RIA employees, analysts, portfolio managers, wealth managers. 

Additional details coming soon.


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