4:30 p.m. Registration
5:00 p.m. Panel discussion
6:15 p.m. Networking
Cocktails and hors d'oeuvres will be served.
Contact:
Tina LewandowskiArthur Bell (now merged with Cohen & Company)
410-891-0370
tina.lewandowski@arthurbellcpas.com
CFA Institute Approved-Provider:
As a participant in the CFA Institute Approved-Provider Program, Arthur Bell has determined that this program qualifies for one (1) credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
NASBA sponsor information:
Arthur F. Bell, Jr. & Associates, L.L.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
Prerequisites: No previous training necessary
CPE and CE credits: Earn up to one (1) CPE and (1) CE credit at no charge
Advance preparation: None
Delivery method: Group-live
Program level: Basic
Refunds: Refunds are not available since there is no fee.
Contact information: For refunds, complaints and/or program cancellation policies, please contact Tina Lewandowski.
When It Comes to Risk,
What Keeps You Up at Night?
Please join us for our fall event as we discuss with the investor and manager community the topic of risk as it relates to:
- Portfolio risk
- Operational risk
- Market risk
- Personnel risk
Speakers include:
- Mark Lapolla - Founder, Sixth Man Research
- Mike Klaschka - Managing Principal, EPIC Insurance Brokers
- Moderator: Kirk Rostron - Managing Partner, Mt. Vernon Capital, LLC
You can earn up to one (1) CE and (1) CPE credit by attending this event.
Please note the following guidelines for The Army and Navy Club:
No cell phones or personal communication devices are permitted to be used in the dining areas, library, and gym.
Please observe the dress code – coat and tie for gentlemen, commensurate attire for ladies.
The Army and Navy Club is made available through the courtesy of John Falk.
The DC Alternative Investment Consortium (DC-AIC) is a new thought group created to provide knowledge sharing and interaction among Washington area investment advisers and fund managers in the alternative investment arena. DC-AIC recognizes the unique characteristics and international emphasis of the alternative investment community in the Washington area, and aspires to be a leading organization for industry intelligence and meaningful networking.