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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.

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

 
Tuesday, June 5, 2018 Luncheon
 
"The Rise and Fall of the US Dollar"
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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!

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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.