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4/16/2020 8:00 AM4/16/2020 6:00 PM

​2ND ANNUAL ESG ASSET OWNERS SUMMIT

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Join us at CFA Society Washington, DC’s 2nd Annual ESG Summit to hear from asset owners, asset managers, thought leaders, academics and researchers leading the charge on environmental, social and governance (ESG) investing trends. This 1-day Summit will take place during the week of the Spring Meetings of the Boards of Governors of the World Bank Group (WBG) and the International Monetary Fund (IMF) in Washington, DC.

Since 2011, The Governance & Accountability Institute,  has tracked the percentage of companies in the S&P 500® Index that publish sustainability reports, reporting dramatic growth over the past decade. As of 2018, 86% of S&P-listed companies published reports, compared to only 20% in 2011.  This emphasis on reporting is in direct response to investors, who are increasingly calling for ESG as a guidepost. Learn about the future of the sustainable investing industry at our 2nd Annual ESG Asset Owners Summit.

The agenda includes 20+ speakers and multiple panel sessions that will engage and enlighten attendees through a mix of discussions and Q&A. You’ll gain new global perspectives, insights into unique challenges and network with industry leaders.

Speakers

Additional speakers will be announced as they are confirmed

Keynote Speakers
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Head of ESG Research, MSCI 

As Global Head of Research for MSCI’s ESG Research group, Linda-Eling Lee oversees all ESG-related content and methodology. MSCI ESG Research is the largest provider of ESG Rating and analytics to global institutional investors. Linda leads one of the largest teams of research analysts in the world who are dedicated to identifying risks and opportunities arising from material ESG issues. She and her team have been widely recognised as the best SRI/ESG researchers by market surveys and awards.  

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President and Chief Executive Officer, 
Calvert Research and Management

John Streur is President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Calvert serves all types of investors through its family of mutual funds and separate accounts. Mr. Streur is also President and a Trustee/Director of the Calvert Funds and a Director of Calvert Foundation and member of its Risk Oversight Committee.

Thank You to Our Sponsors
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Event Partners

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*This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society Washington, DC’s code of conduct. Seats are limited to investment professionals only.
  
4/16/2020 3:00 PM4/16/2020 4:00 PM

         10 Ways to Ensure Your Job Search &                Career Survives a Pandemic

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This is a Virtual Members Only Event 

In this webinar, Robert Hellmann of Hellmann Career Consulting will share with you the advice he's giving concerned jobseekers and career advancers during this challenging time. The underlying theme: use this time wisely now to set yourself up for quick success later, once the economy starts to rebound, he’ll cover:

  • How to tap into the hidden job market by building career-advancing relationships now
  • A method for getting organized, keeping in touch and contact management so that no opportunities pass you buy
  • How to conduct a virtual informational meeting that will get you interviews and referrals
  • Job search benchmarks to use in ensuring you're playing the "numbers game" to win
  • If you're currently employed, what to do now to prepare just in case
  • Observing "pandemic etiquette" and other ways to get money coming in as soon as possible
You'll leave this webinar with specific steps you can execute immediately to give your search a boost.

Speaker
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President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.
  
4/21/2020 4:00 PM4/21/2020 6:00 PM
​Emerging Markets Investment Outlook:  
New Challenges to Development

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The emerging markets equity universe has greatly underperformed developed markets over the last decade despite higher volatility and risk. Many forces are challenging the development of these countries that didn’t exist ten years ago, such as environmental concerns, human rights activists, and commodity price deflation. While the past decade was very tough for equity investors, emerging market debt performed better on a relative basis. 

At a time when spreads between US investment grades and emerging markets investment grades have tightened across the board and rates are at record lows, the attractiveness of emerging market debt moving forward comes into question. What side of the capitalization spectrum does it make the most sense to access emerging markets?  What is driving the potential for emerging market returns in both equities and fixed income and where do they fit in a diversified portfolio? 

Learning Objectives:
  1. Learn about changes in return drivers for EM debt and equity
  2. Investigate how others are incorporating these sub-asset classes into their overall investment methodology
Who Should Attend?
  • Portfolio managers
  • Analysts
  • Financial advisors
Speakers:

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Founder and CIO of EMQQ
 
Mr. Carter is the Founder and CIO of the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ, Mr. Carter was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Mr. Carter was the Founder & CEO of Active Index Advisors acquired by Natixis in 2005 and the Founder & CEO of eInvesting acquired by ETRADE in 2000. Mr. Carter received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company.

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Senior Portfolio Specialist, Vanguard Financial Advisor Services

Edward J. Saracino is a senior portfolio specialist with Vanguard Financial Advisor Services™ where he consults with advisors on investment thought leadership and Vanguard’s full range of investment solutions.

Before his current role, Mr. Saracino served as the senior product manager for Vanguard’s municipal bond and money market funds. He was responsible for evaluating the competitive landscape, publishing on noteworthy developments, meeting with clients and prospects, and representing Vanguard at industry conferences. Prior to that he served as a senior product specialist across a variety of fixed income and equity portfolios. He earned both a B.A. and an M.B.A. from Wilkes University.

Supported by the CFAW RIA Subcommittee

Sponsor:
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This program has been granted 1 CFP CE Credit.
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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.
  
5/12/2020 1:00 PM5/12/2020 4:00 PM

Part 1: Introduction to Python for Business and Finance

This is a Virtual Instructor - Led Training (VILT)

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Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

Learning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity, Python is a common first programming language for business and finance individuals.

But, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems.

This virtual, interactive class will be held over two sessions on May 12 and 14 from 1 - 4 PM ET. The course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

What This Course Offers

  • A solid Python foundation
  • Hands-on Python programming experience
  • Introduction to GUIs
  • Overview of different development environments
  • Overview of popular Python libraries
  • Course notes, certificate of completion, and post-seminar email support for 1 year
  • An engaging and practical training approach with a qualified instructor with relevant technical, business, and educational experiences
Who Is This For

This course is relevant for any professionals who want to gain a hands-on introduction to Python.

Instructor:

Jack Khayoyan, CFA

Jack received his undergraduate degree in Economics, as well as his Masters in Applied Economics, from UCLA. In addition, he is a CFA Charterholder. He has an extensive background in business and financial matters, including business valuation, accounting, finance, etc. He is also an experienced programmer with expertise in big data and data science. Jack has a unique understanding of business, having founded multiple successful startup companies. He is also a member of CFA LA and CFA Institute. 


  
5/14/2020 1:00 PM5/14/2020 4:00 PM

Part 2: ​Introduction to Python for Business and Finance

This is a Virtual Instructor - Led Training (VILT)
0_Bq9czVoOSydbQUQ0.jpg
Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

Learning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity, Python is a common first programming language for business and finance individuals.

But, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems.

This virtual, interactive class will be held over two sessions on May 12 and 14 from 1 - 4 PM ET. The course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

What This Course Offers

  • A solid Python foundation
  • Hands-on Python programming experience
  • Introduction to GUIs
  • Overview of different development environments
  • Overview of popular Python libraries
  • Course notes, certificate of completion, and post-seminar email support for 1 year
  • An engaging and practical training approach with a qualified instructor with relevant technical, business, and educational experiences
Who Is This For

This course is relevant for any professionals who want to gain a hands-on introduction to Python.

Instructor:

Jack Khayoyan, CFA

Jack received his undergraduate degree in Economics, as well as his Masters in Applied Economics, from UCLA. In addition, he is a CFA Charterholder. He has an extensive background in business and financial matters, including business valuation, accounting, finance, etc. He is also an experienced programmer with expertise in big data and data science. Jack has a unique understanding of business, having founded multiple successful startup companies. He is also a member of CFA LA and CFA Institute. 

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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