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Upcoming Events

  • Private Film Screening Rosslyn, VA
    Private Film Screening Rosslyn, VA
    Thu, Sep 04
    Turnberry Tower, Rosslyn, VA
    Can you find the accountant? Join us for a private screening of The Accountant 2, where forensic accounting meets deadly conspiracy.

April 2025

The State of the U.S. Consumer Through the Lens of Asset-Backed Securities

Past Events

Van Hesser

Senior MD/Chief Strategist

KBRA

Michael Fratantoni, PhD

Chief Economist

Mortgage Bankers Association

Kate Fulton

Managing Director

BlackRock

Michelle Stasny

Counsel

Mayer Brown

Ivor Schucking

Managing Director

Aristotle

Mary Stone

Managing Director

Piper Sandler

Ranjit Sufi

Managing Director

Aristotle

Jack Kahan

Senior Managing Director

KBRA

Felix Zhang

Partner

Ares

Thomas Holber

Director

Barclays

Anna Roginkin

Senior Director

KBRA

March 2025

High Yield in 2025 and Beyond: A Systematic Approach Seeking to Construct High-Income Portfolios

Marty Fridson, CFA

CEO

FridsonVision High Yield Strategy

Brendan Murphy, CFA

Head of Fixed Income, NA

Insight Investment

Benjamin Smith

Senior Fund Manager

MissionSquare Retirement

Danel Cahill

Head of NA Sub-Advisory

Insight Investment

Paul Benson, CFA, CAIA

Head of Systematic FI

Insight Investment

Anthony Canale

Global Head of Research

Covenant Review

Jacques de Saint Phalle

Managing Director

Piper Sandler

February 2025

Commercial Real Estate in Focus: 2025 Trends to Watch

Casey Nolan

Senior Managing Director

CRC Companies

Bruce Pascal

Executive Managing Director

Cushman & Wakefield

Ryan Riel

Executive Vice President

Eagle Bank

Casey Nolan

Senior Managing Director

CRC Companies

Vaibhav Vish

Co-Portfolio Manager

FJ Capital Management

January 2025

Strategic Asset Allocation: How to Prepare Your Portfolio for a Bumpy 2025

Timothy Calkins, CFA

Co-Chief Investment Officer

Nottingham Advisors

Ric Edelman

Founder

Edelman Financial Engines

Adela Skenderasi, CFA

Partner/Portfolio Manager

Brown Advisory

December 2024

Revisiting Emerging Markets: Opportunities and Risks Ahead

Gabriel Espana

MD/CEO

Iskali Capital Group

Oliver Fratzscher

CEO

EM Leaders

Sean Stein

President

US-China Business Counsel

Derek Scissors, PhD

Senior Fellow

American Enterprise Institute

November 2024

Artificial Intelligence: An Overview of the Tech Sector and Its Risks

Daniel Pilling

Portfolio Manager

Sands Capital

Scott Nissenbaum

President/CEO

Ben Franklin Technology Partners

Rishi Khan

Founder/CTO

Extreme Scale Solutions

Dominic Rizzo

VP/Portfolio Manager

T. Rowe Price

October 2024

Finance and Politics: New Insights for 2024 and Beyond

Hugo Dante

Vice President

Washington Analysis

Jeff Dinwoodie

Partner

Cravath, Swaine & Moore

Edwin Groshans

Senior Research Analyst

Compass Point Research & Trading

September 2024

ETFs in 2H24 and Beyond:New Paths to Growth

Eric Balchunas

Senior ETF Analyst

Bloomberg Intelligence

John Davenport, PhD

Senior ETF Specialist

Invesco

Simeon Hyman, CFA

Global Investment Strategist

ProShares

Brad Zucker, CFA, CAIA, FRM

Senior Product Strategist

BlackRock

Dan Doischen, CETF, CMFC

Senior Manager

ProShares

May 2024

State of the Markets: Fireside Chat with Legendary Investor

Leon Cooperman

Founder, Omega Advisors, Inc.

Chairman & CEO, Omega Family Office, Inc.

April 2024

U.S. Economic and Political Prospects for 2H24 and Beyond

Kate Fulton

Managing Director

Blackrock

Jody Lurie, CFA

Senior Credit Analyst

Bloomberg Intelligence

Anna Wong

Chief US Economist

Bloomberg Intelligence

March 2024

Revisiting Trends in Banking for 2H24 and Beyond

David Bishop, CFA

Director

Hovde Group

Bill Boyan

Managing Director

Piper Sandler

Martin Freedman

Managing Member

FJ Capital Management

Trevor Montano

Managing Member

West Potomac Capital

Laurie Hunsicker

Senior Analyst

Seaport Research Partners

February 2024

Energy Transition: The Bull/Bear Renewables Debate

Michael Cohen

Chief US Economist/Head of Oil & Refining

bp

Stephen Morel

CEO

Montgomery County Green Bank

Chris Versace

CIO/Thematic Strategist

Tematica Research

January 2024

Asset Allocation Mix: Investing After the Year-End Rally

Katherine Molnar, CFA

CIO

Fairfax County Police Officers Retirement System

Nils Overdahl, CFA

Principal/Senior PM

New Century Advisors

Shawn Snyder

Global Investment Strategist

J.P. Morgan Private Bank

July 2021

ETF Issues in 2021 and Beyond

Lara Crigger 

ETF Trends and

ETF Database

Mariana Bush, CFA

Wells Fargo Investment Institute

Todd Rosenbluth 

CFRA

June 2021

ETF Market Trends: Portfolio Strategies from an ETF Perspective

Gargi Pal Chaudhuri

Black Rock

Kieran Kirwan, CAIA

ProShares

Shaun Wurzbach 

Tematica Research

May 2021

Equity Market Investing from a Value Perspective

Robert Robotti 

Robotti & Company

April 2021

Investing in Sustainable Oceans and Clean Water Panel

Matthew J. Diserio

Water Asset Management, LLC (WAM)

Daniela V. Fernandez 

Sustainable Ocean Alliance

Olivia C Hipkinsis

Green Atlas Consulting

March 2021

Digital Currencies and Blockchain Panel

Matt Hougan

Bitwise Asset Management

Stephen Mathai-Davis

Q.ai

March 2021

Real Estate Investing After COVID-19 Panel

David Wertheim

Invesco 

Michael Joyce 

Oranswell Realty Partners

Josh Barber, CFA

Diamond Hill Capital Management

January 2021

Taxable and Tax-Exempt Fixed Income Investment Outlook

Tom Tzitzouris

Strategas

Tom Kozlik 

Hilltop Securities’ 

Michael Decker

Bond Dealers of America

Decemeber 2020

Equity Investing in 2021

Sam Stovall

CFRA Research

Michael Sheridan, CFA

Joe Rabil

Rabil Stock Research

November 2020

Retail Roundup

Dana Telsey

Telsey Advisory Group (TAG)

October 2020

Retail Roundup

Isaac Boltansky

Compass Point Research & Trading

Stefanie Miller

FiscalNote Markets

Ed Mills

Raymond James

September 2020

Market & Economic Perspectives from Goldman Sachs

Candice Tse

Goldman Sachs

June 2022

    Investing in Digital Assets, Blockchain Technology, and Decentralized Finance

Dan Dolev

Mizuho Americas

Ric Edelman

Edelman Financial Engines

Dan Weiskopf

Toroso Investments

May 2022

Investing in Developing Markets

Matthew Nigrelli

USAID

Prasad Subramaniam Kotak Mahindra Bank

Jean van de Walle Sycamore Capital

April 2022

Macroeconomic Outlook for 2022 and Beyond

Darrell Cronk, Wells Fargo & Company

William Lee

Milken Institute

March 2022

Public Policy, Politics, and the Political Outlook for 2022 and Beyond

Mick Mulvaney

Former White House Chief-of-Staff
 

Raj Date

Fenway Summer LLC

Isaac Boltansky

BTIG

Febuary 2022

Real Estate Panel

Floris van Dijkum

Compass Point Research and Trading
 

David Wertheim

Invesco

Michael Joyce

Oranswell Realty Partners

January 2022

 Fixed Income Market Update

Ellen Safir

New Century Advisors

December 2021

Behavioral Finance - New Year’s (Investing) Resolutions

Michael D. Bailey, CFA

FBB Capital Partners

 

Joseph F. Healy, CFA Beacon Investment Advisory Services

Raife Giovinazzo, PhD, CFA Fuller & Thaler Asset Management, Inc.

Gary Mishuris, CFA

Silver Ring Value Partners

Sarah Newcomb Ph.D. Morningstar, Inc.

November 2021

Retail Sector Roundup

Dana Telsey

Telsey Advisory Group

October 2021

Technology Sector Investments

John K. Freeman, CFRA


 

Guaylon Arnic, Profit Investments

Fred McClimans, Futurum

Thomas H. Trentman, CFA, Sands Capital

Bill Whyman, Tech Dynamics, LLC

September 2021

    Opportunities in the Financial Services Sector: An Investor's Perspective

Eric Blankenstein

Ginnie Mae


 

Cheryl Pate, CFA, Angel Oak Capital

Scott Siefers

Piper Sandler

Kyle Hauptman, National Credit Union Administration

Steven Stein

FSI Group, LLC

May 2023

Economic and Investing Outlook for 2H2023 and Beyond

Nathan Sheets, Ph.D.

Citi

Cary Greenspan, CMT, United Bancshares

April 2023

Technology Investing Outlook

John K. Freeman Ravenswood Partners
 

Daniel Ives

Wedbush Securities

Daniel Pilling

Sands Capital

March 2023

Fintech, Crypto, and Web3 Outlook

Dante Disparte, Circle

 

Greg Lisa, Element Finance, Inc

Anthony Tu-Sekine, Seward & Kissel LLC

Anthony Tuths, KPMG

Chase White, Compass Point Research & Trading LLC

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