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 CFA Society of Columbus - Upcoming Events

CFA Columbus Event Attendance Policy.pdf

Tuesday, May 22, 2018 Luncheon

Topic Summary: Avoiding the Pitfalls in Smart Beta

Many research teams express being in the early innings of establishing evaluation protocols for strategic beta strategies. Join as a leading expert in factor investing explores how to make smart-beta products work for multi-asset class portfolio. Understand how these strategies attempt to overcome market inefficiencies, deliver positive investment outcomes for clients and reduce hidden risks in existing portfolios. A must-see presentation if you are seeking to develop a useful evaluation framework for assessing strategic beta ETFs.


Mr. Brian Kraus, CFA, Head of Investment Consulting with Hartford Funds

Tuesday, June 5, 2018 Luncheon
"The Rise and Fall of the US Dollar"
Mr. Roger Hallam, CFA, Managing Director, J.P.Morgan  Asset Management

Save the Dates:

July 12, 2018 AQR Master Class

Monday, September 24th CFA Columbus Golf Outing Tartan Fields

 CFA Society of Columbus - Charter Award Dinner

Congratulations to our 2017 CFA Charter recipients!

2017 Charter Recipients.jpg 

Not all recipients listed below are pictured above.

Anthony Bader, CFA; Chelsea Campbell, CFA; Steven Chapman, CFA; David Currier, CFA;

Matthew Doss, CFA; Megan Eberhart, CFA; Brandon Evans, CFA; Aaron Filbeck, CFA;

Adam Gough, CFA; Michael Groom, CFA; Kurt Grove, CFA; Jena Gruenebaum, CFA;

Steven Hall, CFA; Corey Hill, CFA; Benjamin Lozier, CFA; Shana Martin, CFA; Zachary Martin, CFA;

John Ohsner, CFA; Shanna Ottenbreit, CFA; Parthiv Patel, CFA; Alfred Sayers, CFA;

John Schwarck, CFA; Robert Smith, CFA; Nicholas Summe, CFA; Weian Ye, CFA; Ziyang Zhong, CFA 

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.