December 2010 Scholarship Applications Now Being Accepted

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1 Page 1 of 5 August Newsletter August 2, 2010 December 2010 Scholarship Applications Now Being Accepted The CFA Society of Washington, DC is now offering exam scholarships to all December 2010, Level 1 Candidates. Scholarship applications will be accepted via our website through Sunday, August 15. If you are a candidate, please complete an application via the link below, or if you know someone who will be sitting for Level 1 in December, please let them know about the CFAW scholarships. If you have any questions, please contact Mia Pandey Gordon, CFA or James Bailey, CFA. Click here to complete an application. Stock Picking Contest Now Open The CFA Society of Washington's annual stock picking contest is on! Give us your best stock market investment ideas (long or short) and win great cash prizes. Rules: 1. US publicly traded equities only-$ prices from Bloomberg; ADRs are ok and so are ETFs 2. Each contestant may submit up to 5 names (along with ticker symbols) 3. Each stock must be over $5.00 in price when submitted 4. No two stocks can be from the same GICS sector 5. No stock can assume more than 25% weight in the portfolio either long or short 6. Investors can short a name or go long but without using any leverage (or leverages ETFs). Total portfolio exposure cannot be more than 100% or less than -100% 7. Judges decisions are final Prizes: First Prize - $800 Gift Card or Check Second Prize - $400 Gift Card or Check Third Prize - $300 Gift Card or Check How to Enter: Fill in the entry form with your contact information and stock picks. the form to spc@cfawashington.org by Tuesday, August 31, How to Win: We will price your portfolio using closing prices as of Tuesday, August 31, 2010 and Friday, October 29, Prizes will be awarded to contestants with the highest total returns over the period mentioned above. Winners will be announced at a Networking Happy Hour TBA. Click here to download the Stock Picking Contest entry form. Sponsored by:

2 Page 2 of 5 CFA Society of Washington Events Washington Nationals vs. St. Louis Cardinals Annual Member Reception at the World Bank First Annual CFAW-GIC Washington Investment and Regulation Conference Real Estate Outlook: A Light at the End of the Tunnel? Speaker: Peter Linneman Chasing Bernie Madoff: Due Diligence Lessons Re-Learned Speaker: Harry Markopolos Bond Market Outlook and Recognition of New Charterholders Speaker: Dan Fuss Volunteer Opportunities To express interest or for more details about specific opportunities check out our website or Anne-Marie Baker. For general volunteer inquiries, please also contact Anne-Marie Baker. CFAW Baseball at Nationals Stadium Thursday, August 26, 5:30pm - until V. When: Thursday, August 26 5:30pm - 7:00pm - Pre-Game Networking Picnic 7:05pm - First Pitch Location: Washington Nationals Park (Metro Green Line: Navy Yard) Member/NonMember Cost: $40 Come out and join fellow CFAW members for a networking event at Nationals Stadium. On August 26th, Ryan Zimmerman and Adam Dunn of the Washington Nationals will take on Albert Pujols and the St. Louis Cardinals. A picnic area has been reserved inside the stadium for pregame networking. Ballpark style food will be provided during this time. You will also receive one free drink voucher for use during the game (good for beer or soda). Seats are located in the outfield (section 237) steps from the main concourse and the picnic area. Don't miss this opportunity to get a glimpse of rookie pitching sensation Stephen Strasburg (if not on the mound, at least chewing sunflower seeds in the Nats' bullpen.) Seating is limited; tickets will be reserved on a first come, first serve basis. CFAW was founded in 1953 as the Washington Society of Investment Analysts. Today, this organization has grown to more than 1,600 members plus some 250 student members, making it one of the largest CFA societies in the United States. Quick Links CFAW Homepage Event Calendar

Page 3 of 5 Annual Member Reception at the World Bank September 9, 2010, 6:00pm - 8:00pm Location: The World Bank Treasury 1225 Connecticut Avenue, NW Washington, DC 20036 (Metro Red Line: Dupont

Reconnect with fellow members and friends, and find out what CFAW is up to this fall. Due to security procedures at the World Bank, RSVP is required by noon on Thursday, September 2.

Hosted by: First Annual CFAW-GIC Washington Investment and Regulation Conference September 23, 2010, 9:00am - 1:00pm Sponsorship Opportunities Support CFA Washington and further your business and

3 Page 3 of 5 Annual Member Reception at the World Bank September 9, 2010, 6:00pm - 8:00pm Location: The World Bank Treasury 1225 Connecticut Avenue, NW Washington, DC (Metro Red Line: Dupont Circle South Exit) The CFA Society of Washington warmly invites you to join us at The World Bank Treasury Group's new headquarters for an evening of socializing, food and fun. Reconnect with fellow members and friends, and find out what CFAW is up to this fall. Due to security procedures at the World Bank, RSVP is required by noon on Thursday, September 2. Please plan to arrive early and bring a photo ID. Hosted by: First Annual CFAW-GIC Washington Investment and Regulation Conference September 23, 2010, 9:00am - 1:00pm Sponsorship Opportunities Support CFA Washington and further your business and marketing objectives. Corporate sponsorship opportunities are available, as well as event sponsorship for our professional education and networking events. Not a CFA Washington member? Visit our website to receive access to exclusive events and moneysavings discounts Location: Arnold & Porter, LLP th Street, NW Washington, DC Join CFA Society of Washington, DC and the Global Interdependence Center in this first annual conference focusing on financial regulatory reform and the forthcoming 2010 mid-term elections. GIC and CFAW, along with the CFA Institute, are partnering to hold the First Annual CFAW-GIC Washington Investment and Regulation Conference on September 23, The regulatory conference will be held at the offices of Arnold & Porter, LLP in Washington, DC. The conference will run from 9 am - 1 pm prior to the start of the 2010 Society Leaders Conference, which brings together CFA society leaders from around the world. Registration and More Event Details Coming Soon. Real Estate Outlook: A Light at the End of the Tunnel? October 14, 2010, 12Noon - 2pm Speaker: Dr. Peter Linneman Dr. Peter Linneman is widely recognized as one of the leading strategic

4 Page 4 of 5 thinkers in the real estate industry. As the principal of Linneman Associates, he provides strategic and M&A analysis, market studies, and feasibility analysis to a number of leading U.S. and international companies. He is also author of The Linneman Letter which forecasts employment growth and examines how macroeconomic factors influence real estate markets. He is the Albert Sussman Professor of Real Estate, Finance and Public Policy at the Wharton School of Business, University of Pennsylvania, and serves as an advisor and board member of several public and private companies. Click here to view Dr. Linneman's full bio. Chasing Bernie Madoff: Due Diligence Lessons Re-Learned November 2, 2010, 6:00pm - 8:00pm Speaker: Harry Markopolos, CFA Harry Markopolos will give a first-hand account of his investigation of Bernie Madoff and his $65 billion fraud of the century. While much has been written about Madoff's scam, few actually know how Markopolos and his team uncovered what Madoff was doing long before the Ponzi scheme collapsed. Since then, Markopolos has testified to Congress on the red flags missed by regulators, recounted his eight-and-a-half year investigation in No One Would Listen, and has become one of the most visible and insightful whistleblowers on fraud and conflict of interest in the industry. Don't miss out on this opportunity to hear this financial detective. Click here to view Harry Markopolos' full bio. Bond Market Outlook and Recognition of New Charterholders November 10, 2010, 6:00pm - 8:00pm Speaker: Dan Fuss, CFA Legendary fixed income manager, Dan Fuss, returns to CFAW to share his views on the best opportunities in the bond market today. His talk will be followed, at approximately 7:00 pm, by presentation of CFA charters to new Charterholders. Dan Fuss has 50 years of experience in the investment management industry and has been with Loomis, Sayles & Company since He is vice chairman of the firm and manages numerous institutional accounts for the fixed income group. Dan also manages a variety of mutual funds including the flagship Loomis Sayles Bond Fund. In 2000, he was named to the Fixed Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime achievements in the advancement of the analysis of fixed income securities and portfolios. He is past president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.

5 Page 5 of 5 Please visit for registration and information regarding the events. Cancellations must be made 72 hours in advance of the event for a full refund. Marketing by This was sent to info@cfawashington.org by info@cfawashington.org. Update Profile/ Address Instant removal with SafeUnsubscribe Privacy Policy. CFA Society of Washington, D.C Eye Street, NW Suite 210 Washington DC 20006

Join us for many exciting events coming up at The City Club...

Page 1 of 5 March 31st, 2014 Join us for many exciting events coming up at The City Club... April 9th, Elizabeth Allen, Federal Express, Company Update April 16th, Joe Miskel, F-Squared April 23rd, Joe