2017 CFAW Annual Dinner
March 22, 2017
The CFA Society of Washington, DC (CFAW) is pleased to announce that the 2017 Annual Dinner is now open for registration. This year the Annual Dinner is returning to the impressive Andrew Mellon Auditorium, where our keynote presenter will be David Rubenstein, Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity firms.
Each year CFAW hosts an Annual Dinner, which is our most prestigious event of the year, a highlight of the program calendar, and routinely sells out. It has become the "who's who" event for the financial investment industry in the DC region. Over 300 investment professionals attend, representing leading asset managers and advisers, corporations, institutional investors, regulatory agencies and international financial institutions in the Washington, DC metro area.
This event is also an excellent business development opportunity. Whether you are building new business relationships or strengthening old ones, consider inviting some of your clients to join you. Each year more and more firms sponsor their own table and bring their clients out for an entertaining evening.
Whether attending yourself or with colleagues, please join us for a special evening featuring great networking, sumptuous cuisine and remarks by Mr. Rubenstein.
Many unique sponsorship opportunities are available. For complete details and availability, please contact Bill Scott at email@example.com and see how you can further place your firm in the spotlight.
Wednesday, March 22, 2017
6:00 – 10:00 pm
The Andrew Mellon Auditorium
1301 Constitution Ave. NW
Washington, DC 20240
Click here to register
Photo Courtesy of Leslie Kossoff Nordby/LK Photos
Lifecycle of an RIA
Ever wonder what makes an RIA tick? During this program we seek to explore attributes of some successful RIA firms in the DC area. In a panel format, we will draw out perspective from our speakers on topics such as the process of starting and growing a successful RIA practice, the mistakes they have made along the way, creative approaches to billing clients, insight on organic versus inorganic growth, and how they see the fiduciary standard effecting the rest of the investing world. If you run an RIA, work for an RIA, are looking to sell an RIA or are curious about starting or joining an RIA, then this is a session you must attend.
We will attempt to represent three segments or life stages:
- Start up stage
- Growth stage
- Succession stage
Tuesday, February 28, 2017
4:00 pm - 6:00 pm
7950 Jones Branch Drive
McLean, VA 22107
Build a better understanding of success drivers in the RIA industry
Identify best practices for establishing, growing and transitioning an RIA business
Glean insight as to the challenges and opportunities abounding in the RIA industry
Who Should Attend?
Individuals interested in learning more about starting their own RIA
Individuals looking to work for an RIA
Individuals interested in selling their firm/succession planning to an RIA
Sponsorship opportunities available - contact Bill Scott for more information.
Principal and Co-Founder
Hemington Wealth Management
Spire Investment Partners
Lowell Pratt Jrl, CFA
The Burney Company
President and Founder
Sherman Wealth Management
President and Founder