Upcoming Events

Five Issues Where A View Is Better than Delegation with Rich Nuzum, CFA

Join CFA Society Nashville and co-host FPA of Middle Tennessee for our event, "Five Issues Where A View Is Better than Delegation," on Wednesday, June 12 at 4:00 PM at the Grand Hyatt Brick Yard with Rich Nuzum, CFA, Executive Director, Investments and Global Chief Investment Strategist for Mercer. Rich will talk about five issues he believes to be paramount for which each investor should take a view, rather than delegating it. First, he will address the comparative advantage in governance: in which asset classes are we winning the war for talent and the data/digital/technology arms race, in a way that will facilitate opportunistic investment / rebalancing in a crisis, and / or give us confidence about grinding out excess returns over time? He will also address: Potential course of the energy transition megatrend, given exponential cost decline and adoption growth curves for renewables; alternatives – How much is too much?  Any “bubbly” areas?  What are emerging/frontier private markets? Geopolitics as a potential trigger to test our opportunistic investment / rebalancing disciplines AI China and “non-aligned” emerging and frontier markets Thank you to our event sponsor, Mercer! DATE AND TIME Wednesday, June 12 4:00 - 6:00 PM CT SCHEDULE 4:00 - 5:00 PM Presentation by Rich Nuzum, CFA 5:00  - 6:00 PM Reception LOCATION Grand Hyatt Nashville / Brick Yard 1000 Broadway Nashville, TN 37203 PARKING Valet is available at a discounted rate of $25.00. Check in with the CFA Society Nashville registration desk to collect your discounted ticket; this ticket can be handed to the valet attendant when leaving. PRICE Members: Free Non-Members: $30.00 Students: Contact  [email protected]  to request a discount code. Please submit your request by way of your official school email address. Registration will close on Thursday, June 6 at 5:00 PM CT