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MEMBERS ONLY

Letter from Ellen Safir, President, CFAW

April 1, 2008

Greetings!

What a great March line up we had, and wait til you hear about April!!!

Partnering with CFAI, we hosted Career Day, co-chaired by Board member JW Rust and former Board member Sylvia Bargas. Held at GW’s Cafritz Center, Career Day attracted 16 employer- exhibitors and 220 job seekers. Our Society organized three of the day’s sessions, on Alternative Careers and Entrepreneurship, moderated by J.W. Rust, on Careers in Investment Management, moderated by Board member James Bailey, and Working with Executive Recruiters, moderated by Board member May Ng. Thanks go to the following Society members who served on panels:

Thomas Kirchner, CFA, Founder, Pennsylvania Avenue Funds
Walter Peterson, CFA, Founder, Peterson Private Equity Resources
John “Bob” Pugh, CFA, Founder, Insight Wealth Management
Ellen Safir, CFA, Founder, New Century Advisors
Michael Cornfeld, CFA, President, Heritage Investors Management Corporation
Julie Delinger, CFA, Managing Vice President, ICMA - Retirement Corporation
Steve Doherty, CFA, Portfolio Manager, Loomis Sayles
John Escario, CFA, Portfolio Manager, Rydex
Nils Overdahl, CFA, Portfolio Manager, New Century Advisors

(Career Day Photos featuring an arial view of the Cafritz Center and Chair of Career Day, JW Rust, CFA )

Another highlight in March was a presentation by Abby Joseph Cohen, Senior Investment Strategist at Goldman Sachs. Close to 200 attended her talk, and she was kind enough to permit us to put it on our web site. See Abby Cohen’s Presentation. CFAW co-hosted this event with the DC Estate Planners. Look for us to partner with other local organizations to provide great value for all our members.

(Photos of presentation with Abby Joseph Cohen with President Ellen Safir, CFA and Abby Speaking to crowd.)

On that note, I bring to your attention the Annual Conference of the Investment Adviser Association to be held in DC in April. A link to this special event has been sent with the monthly newsletter.

Our April calendar has some great events, the first of which is April 1st when Richard Hokenson will speak on and the impact of demographic changes on investment opportunities. Then, on April 10th it’s TAKE ME OUT TO THE BALLGAME —join fellow CFAW members to watch the Nats take on the Marlins with great seats for not much money! Be the first on your block to make it out to DC’s new stadium. April 17th we have a presentation on when Betanomics (translation for non-quants: tools for managing market exposures in a portfolio).

Now, while you are on this site, take a look at the Public Awareness section and check out Members in the News.. There is ABSOLUTELY NOTHING NEW since July of 2007. Can it be that no one has a wonderful new position; no one has become an entrepreneur or won an award? Come on now. How about some bragging, folks? Let your fellow members know what you have done, and where they might find you now. Just email the info to info@cfawashington.org.

Mark your calendar now for June 11th Luminary Dinner , when Les Alperstein, a member of CFAW, will be speaking at dinner on the 2008 Elections and their Implications for Markets. This dinner comes the night before once again we are co-hosting a conference with CFAI called “Next Generation Asset Management”. That’s a luminary conference which members of CFAW are able to attend at a discount.

Finally, hold the date for CFAW’s Annual Meeting, which will be on June 25, location to be finalized. This is a FREE after-work networking reception for you to meet and mingle with fellow members and the Society’s new leadership for next year.

Press Release

This section has been established to inform the membership about local Society news.

Tuesday, May 22, 2007

Dear CFA Society of Washington, DC Member:

The Board of Directors is pleased to announce that Ellen B. Safir, CFA has been elected President of the Society and that the following individuals also have been elected as Officers and Directors (with a majority of votes cast as indicated) to serve during the 2007– 2008 fiscal year (July 1 – June 30), as follows: More details...

May 15, 2008
Networking Event
6:00 PM - 8:00 PM
Event: Wine Tasting & Networking Reception
Speaker: Michael Franz, Editor, Wine Review Online
Location: Touchstone Gallery located at:
406 7th Street, NW, 2nd Floor Washington, DC 20004

Easily accessible from Gallery Place Metro Station

Register and Pay for this event through our secure site.
Member Cost: $50
Non-Member Cost: $65
**Pre-registration required**

May 17, 2008
Networking Event
9:00 AM - 5:00 PM
Event: Mock Exam
Location: Marriott at Metro Center, 775 12th Street NW, Washington, DC, 20005

Level 1, Level 2 and Level 3 Exams will be offered. Please register using one of the following links, based on the level you are interested in taking.

Register and Pay for the Level 1 Exam Here for this event through our secure site.
Register and Pay for the Level 2 Exam Here for this event through our secure site.
Register and Pay for the Level 3 Exam Here for this event through our secure site.

May 21, 2008
Networking Event
6:00 PM - 8:00 PM
Event: Program Education Event High Yield Bonds Go- Down Cycle
Speaker: Martin Fridson, FridsonVision LLC
Location: Freddie Mac (Building PHO 1) Pre-Function Area 8200 Jones Branch Dr., McLean, VA 22102
Click Here for directions

Register and Pay for this event through our secure site.
Member Cost: $25
Non-Member Cost: $40