CFA Society Washington, DC

A Member of the CFA Institute Global Network of Societies


Welcome to CFA Society Washington, DC!

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.
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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 and see how you can further place your firm in the spotlight.

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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


Registration Now Open: 2017 Economic Outlook

These are indeed interesting times we live in. As we begin the New Year, we are witnessing a lot of change and uncertainty at home and abroad. Join CFAW as we explore what economic trends might be in store for the US and global economies in 2017 and beyond.

Our expert panel will address timely topics such as interest rates, inflation, and other issues that will impact the direction of the economy and likely impact investment decisions for both the short-term (next 12 months) and relevant long-term (next 2-5 years). The discussion will include the relationship between the economy and the markets as well as the drivers to our panelists' own forecasts.

Be sure to join us for this event that will help organize your expectations for the year!

Tuesday, January 31, 2017
1:00 pm - 3:00 pm

Venable LLP
575 7th Street, NW
Washington, DC 20004

Learning Objectives:

  • Ability to compare and contrast different Economic Outlooks and their possible impact on various investment strategies.
  • Exposure to well respected economists that may express opinions different than your own.

Who Should Attend?

  • RIAs
  • Portfolio Managers
  • Anyone directly involved in the Investment decision making process



Neil Dwane
Global Strategist
Allianz Global Investors

Stephen Freedman, Ph.D., CFA
Head of US Thematic and Sustainable Investing Strategy

Andrew Patterson
Senior Economist
Vanguard Investment Strategy Group

Thank you to our sponsors

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Click here to register


Registration Now Open: Annual Asset Allocation Panel

The landscape changed dramatically in 2016. With the election of Donald Trump, Britain's decision to exit the EU, and the apparent bottoming of interest rates after a 30 year decline, asset allocation is as important a topic as ever. Our distinguished panelists will discuss how they are thinking about their strategic asset allocation and portfolio positioning as we enter 2017.
Wednesday, February 22, 2017
12:00 pm - 2:00 pm
FHI 360 Conference Center
1825 Connecticut Ave NW
Washington, DC 20009
Discussion Topics include:
  • What approaches are being used to set asset allocation?
  • What assumptions are incorporated? Have expectations that we are in a low growth, low return environment changed?
  • What are the market opportunities and risks in equities and fixed income?
  • Are allocations to hedge funds, private equity and other alternatives increasing or decreasing?



E.Shepard Farrar, CFA, CAIA, PMP
Head of Investments, Treasury & Risk - IDB Retirement Plans
Inter-American Development Bank


Jonathan Hook
Chief Investment Officer
The Harry & Jeanette Weinberg Foundation


Katherine Molnar, CFA
Senior Investment Officer
Fairfax County Retirement Systems

Mark Ruloff, FSA, EA, CERA

Former Director of Asset Allocation
Willis Towers Watson​


Click here to register


2017 CFAW Scholarships

The CFA Society of Washington, DC (CFAW) is pleased to offer a limited number of scholarships for local exam candidates designed to offset the expense of preparing and sitting for the CFA exam. There are two types of scholarships available to local candidates. There are Exam Scholarships and Study Materials Scholarships. These scholarships may be applied to Level I, II, or III exams offered in either June or December of 2017.

The online application is open and available till January 31, 2017. Click here for more details.


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About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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Corporate Sponsorship
                  Click here for more information on sponsorship opportunities.
CFA Society Washington, DC thanks its sponsors for their continued support of the Society.

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Bronze Sponsors


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2016 CFA Institute Research Challenge


  Contact Us
CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: (202) 872-4310
Fax: (202) 315-3332

2017 Economic Outlook

1:00 PM - 3:00 PM



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