CFA Virginia: Recent Episodes
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On Thursday, June 20, at Richmond's Omni Hotel, CFA Society welcomed John Ellison from Richmond Quantitative Advisors for the society's Annual Meeting and Election of Officers. Ellison's presentation was entitled, "Optimizing Signal Extractions and Enhancing Robustness in Quantitative Strategies". The event ran between 12:00 and 1:30 pm and was free to members and $25 to non-members.
On Thursday, June 20, at Richmond's Omni Hotel, CFA Society hosted its Annual Meeting and Election of Officers. The event ran between 12:00 and 1:30 pm. William Bunting, outgoing CFA Society Virginia president, and current CFA Society Virginia President Matthew Cullen provided updates and welcomed new officers.
On Thursday, February 7, at Richmond's Omni Hotel, CFA Society welcomed Ben Hunt, founder of Second Foundation Partners. The event ran between 12:00 and 1:30 pm. The presentation, titled "The Game of Markets", was free to members and $25 to non-members.
On Thursday, January 24, at Richmond's Commonwealth Club, CFA Society welcomed Tom Wald, chief investment officer for Transamerica Asset Management, Inc. The event ran between 5:45 and 8:00 pm. The presentation was free to members and $25 to non-members.
On Thursday, December 6, at Richmond's Omni Hotel, CFA Society welcomed Will Middleton, chief managing member from Block Formation LLC. The event ran between 12:00 and 1:30 pm. The presentation, focused on Bitcoin and cryptocurrency, was free to members and $25 to non-members.
On Wednesday, November 7, at Richmond's Westin Hotel, CFA Society welcomed Katie Stockton, founder and managing partner from Fairlead Strategies. The event ran between 12:00 and 1:30 pm. The presentation, focused on technical research, was free to members and $25 to non-members.
On Wednesday, June 13, at Richmond's Westin Hotel, CFA Society welcomed Rory Ewing, vice president of Neuberger Berman. The event ran between 12:00 and 1:30 pm. The presentation, entitled Options, Volatility and Opportunities, was free to members and $25 to non-members.
On Monday, June 18, at Richmond's Westwood Club, CFA Society welcomed CFA Institute President and CEO Paul Smith for the society's Annual Meeting and Election of Officers. The event ran between 4:30 and 7:00 pm.
On Monday, June 18, at Richmond's Westwood Club, CFA Society hosted its Annual Meeting and Election of Officers. The event ran between 4:30 and 7:00 pm. Cheryl Page, outgoing CFA Society Virginia president, and current CFA Society Virginia President William Bunting provided updates and welcomed new officers.
On Wednesday, April 18, at Richmond's Omni Hotel, CFA Society welcomed Lee Ferridge, Head of Macro Strategy, North America, from State Street Global Markets. The event ran between 12:00 and 1:30 pm. The presentation, entitled Global Liquidity: The Clock Is Ticking, was free to members and $25 to non-members.
On Wednesday, April 11, at Richmond's Westin Hotel, CFA Society welcomed Clayton Triick, Portfolio Manager, from Angel Oak Capital Advisors. The event ran between 12:00 and 1:30 pm. The presentation, entitled Mortgage Backed Securities and the Real Estate Outlook, was free to members and $25 to non-members.
On Wednesday, March 21, at Richmond's Westin Hotel, CFA Society welcomed Nick Sargen, Chief Economist, from Fort Washington Investment Advisors. The event ran between 12:00 and 1:30 pm. The presentation, entitled Investing Amid Heightened Volatility: How Economic Policies Impact Finance, was free to members and $25 to non-members.
On Wednesday, January 10, at Richmond’s Westin Hotel, CFA Society welcomed Brad Case, Senior VP, Research & Industry Information, from Nareit. The event ran between 12:00 and 1:30 pm. The presentation, entitled Long-Term Investment Attributes - Public & Private Real Estate, was free to members and $25 to non-members.
On Wednesday, November 29, at the Omni Richmond, CFA Society hosted Paul Nowak, founder and program director at IRIS Reading. Nowak discussed speed reading techniques and comprehension - a great way to get ahead in our fast-paced world. The event ran between 12:00 and 1:30 pm and was free to members and $25 to non-members.
On Thursday, November 2, at University of Richmond’s Gottwald Science Center Auditorium, CFA Society hosted the Investment Research Challenge Presentation. Featuring John Asbury, CEO from Union Bank, the event ran between 4:30 and 6:30 pm. The presentation gives an overview of the bank's history and philosophy, as well as its pending acquisition of Zenith Bank.
On Thursday, October 12, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcome Sarah Lee Kjellberg, director, Blackrock, to discuss ESG: Environmental, Social Governance Investing. The event was free to members and $25 to non-members.
On Wednesday, October 4, at Richmond's Westin Hotel, from 12:00 to 1:30 pm, we welcome Nancy Everett, chief executive officer and chief investment officer, VCU Investment Management Company, to discuss Thoughts on Investing. The event was free to members and $25 to non-members.
On Thursday, April 6, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcomed Jim Colby, senior municipal strategist and portfolio manager, Van Eck Associates Corporation, to discuss investment management strategy. The event was free to members and $25 to non-members.
On Wednesday, March 22, at the Westin Hotel, from 12:00 to 1:30 pm, we welcomed Brian Farmer to discuss individual and institutional investment management strategy. The event was free to members and $25 to non-members.
On Monday, February 13, at the Westwood Club, from 12:00 to 1:30 pm, we welcomed Nick Sargen to discuss his topic: "Is Trump's Election a Game Changer?" The presentation will highlight the role that small and mid-sized companies may play in an American revival, and the need for increased business capital spending to spur productivity growth. It will then focus on policies relating to corporate taxes, government spending, international trade and exchange rates. Similarities and differences with the Reagan years will be noted, including the prospect for outsized budget and trade deficits and their impact on bond yields. The webinar will conclude with an assessment of "Trumpenomics" and where markets are likely headed. Sargen is chief economist of Fort Washington Investment Advisors, Inc. The event was free to members and $25 to non-members.
On Tuesday, January 10, at the Westwood Club, from 12:00 to 1:30 pm, we welcomed Teri Lovelace to discuss "Impact Investing." Lovelace is Chief Impact Officer of Virginia Community Capital, Inc. (VCC), a nonprofit community development financial institution and banking entity providing innovative loan, deposit and investment solutions for community & economic development projects in Virginia. VCC’s projects have a positive community impact in low- to moderate-income communities and in underserved geographies by creating jobs, enhancing quality of life and promoting vibrant places. The event was free to members and $25 to non-members.
On Friday, November 18, at the Omni Richmond, from 12:00 to 1:30 pm, we welcomed Meb Faber to discuss "The Future of Taxable Client Asset Management - The Four Biggest Investor Mistakes and How to Fix Them." The event was free to members and $25 to non-members.
On Thursday, November 3, at the Westin Richmond, from 12:00 to 1:30 pm, we welcomed John Hanson to discuss "Why People Commit Fraud and How Organizations Can Better Protect Themselves from the Consequences." The event was free to members and $25 to non-members.
On Friday, October 28, at Richmond's Dominion Arts Center (CenterStage), from 12:00 to 1:30 pm, we welcomed Christopher Coughlin to discuss "Sovereignty, Security and Trade: Trends Challenging the International Order." The event was free to members and $25 to non-members.
On Thursday, October 27, at the University of Richmond's Jepson Hall, from 4:30 to 6:30 pm, we hosted the annual CFA Society Virginia Investment Research Challenge. The event featured Performance Food Group's Michael Neese.
On Tuesday, October 4, at the Richmond's Westwood Club, CFA Society Virginia welcomed Ardavan Mobasheri is a Managing Director and Chief Investment Officer at ACIMA Private Wealth where he oversees the overall management of assets. Mobasheri's presentation is entitled "The Global Economy: Lessons From the Past, Experience From the Present, Projecting the Future". The event was free to members and $25 to non-members.
On Thursday, September 22, at the Richmond's Westin Hotel, CFA Society Virginia welcomed Daniel Palazzolo, professor and chair of Political Science at the University of Richmond and co-director of the John Marshall International Center for Statesmanship. Dr. Palazzolo discussed the election and political landscape. The event was free to members and $25 to non-members.
On Wednesday, May 16, at the Westwood Club, CFA Society Virginia welcomed Charles Brandes, founder of Brandes Investment Partners, which manages equities and fixed income based on the Graham-and-Dodd value investment tenets. Brandes spoke at length about value investing and its tenets.
On Wednesday, May 16, at 5:30 pm at Richmond, Virginia's, Westwood Club, CFA Society Virginia held its annual meeting. At the event, annual finances were covered, officers were elected, and the state of the overall society was discussed.
On Wednesday, April 6, at Richmond's Westin Hotel, from 12:00 to 1:30 pm, we welcomed Peter Atwater, founder of Financial Insyghts, to discuss how changes in confidence affect our preferences, decisions and actions. He is the author of the book Moods and Markets (FT Press, 2012) which details how investors can improve returns by using non-market indicators of confidence. Atwater is a regular contributor to Minyanville.com and has written articles for the World Policy Institute. His research on confidence has been mentioned in The Financial Times, Reuters and Time Magazine. Atwater has also been a commentator on television, appearing on CNBC and Fox Business News. The event was free to members and $25 to non-members.
On Thursday, March. 17, at Richmond's CenterStage, from 12:00 to 1:30 pm, we welcomed Kevin T. Carter, founder of EMQQ, The Emerging Markets Internet & Ecommerce ETF, to discuss "The Future of Emerging Markets". The event was free to members and $25 to non-members.
On Friday, March 11, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, CFA Virginia welcomed Jonathan Golub, Chief Equity Strategist from RBC Capital Markets, to discuss equity outlook, market forecasts, earnings estimates and sector recommendations. Jonathan is a 20-year industry veteran, having spent the bulk of his career on the buy side, including six years at JP Morgan Asset Management as its US Equity Strategist. He has also served as the Chief Investment Strategist for Bear Stearns and Chief US Equity Strategist at UBS. The event was free to members and $25 to non-members.
On Thursday, Feb. 18, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, CFA Virginia welcomed Jeff deGraaf from Renaissance Macro Research to discuss "Current Market Outlook". The event was free to members and $25 to non-members.
On Wednesday, Feb. 10, at Richmond's Commonwealth Club CFA Virginia celebrated its Annual Forecast Dinner. The event was from 6:00 - 9:00 pm and featured a presentation by CFA Institute's Stephen Horan. Here, Horan details what CFA Institute is doing to support CFA Virginia and all CFA societies.
On Wednesday, Feb. 10, at Richmond's Commonwealth Club CFA Virginia celebrated its Annual Forecast Dinner. The event was from 6:00 - 9:00 pm and featured presentations by CFA Institute's Stephen Horan and Raymond James' Jeff Saut. This segment introduces members of the CFA Virginia Board and recognizes 2015 CFA Charter recipients.
On Wednesday, Jan. 20, at Richmond's Westin Hotel, from 12:00 to 1:30 pm, we welcome Jason Thomas, Director of Research, Carlyle Group to discuss Asset Prices and the Global Economy. The event is free to members and $25 to non-members.
On Thursday, Jan. 7, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcomed Doug Sandler, Strategist, RiverFront Group to discuss "ETFs: What They Are and Are Not." The event was free to members and $25 to non-members.