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 CFA Society of Columbus - March Event

CFA Society of Columbus' Inaugural Investor Alpha Symposium



Society members are of course sophisticated investors. However, implementing this expertise in personal portfolios can be complex. At the inaugural Investor Alpha event, charterholders will acquire elite techniques for tax efficient investing, financial planning, and estate planning. A panel of local experts including CFA charterholders will present interactive case studies and research.


Panelists (Click on their name to read their bio):


Victor J. Ferguson, Partner     Steve Henderly, CFA, Vice President, Investment Advisor





Moderated by:
Please submit any questions you would like covered to by Friday, March 6, 2015.

Registration deadline - Thursday, March 5, 2015.

 Who is CFA Institute?

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

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 Upcoming Events

Location InfoFilter
Start Time
The CFA Society of Columbus’ Inaugural Investor Alpha SymposiumUse SHIFT+ENTER to open the menu (new window).
Westin Columbus
3/10/2015 5:30 PM
Larry Fink - BlackRockUse SHIFT+ENTER to open the menu (new window).
Sheraton on Capital Square
4/8/2015 11:30 AM
Wally Weitz - Weitz InvestmentsUse SHIFT+ENTER to open the menu (new window).
Scioto Country Club
6/10/2015 6:00 PM

 Content Editor Web Part

 Society Newsletter

 CFA Society of Columbus - Charter Award Dinner

Congratulations to our CFA Charter recipients!

First row:

Matthew Schlarb, CFA, Jason Bove, CFA, Bryan Evans, CFA,

Joseph Dickinson, CFA, Rajiv Thomas, CFA, Peter Klein, CFA,

Andrew Urban, CFA

Second row:

Karen Patella, CFA, Kevin Mahan, CFA, Ben Thompson, CFA, David Dury, CFA,

Timothy Schoening, CFA, Jonathan Steineman, CFA

Not photographed:

Samuel Bonsall, CFA, Jason Crawford, CFA, Sabina Curovac, CFA,

Will Downs, CFA, Mohit Gupta, CFA, Alex Hamilton, CFA, John Ivanicky, CFA,

Benjamin Klauder, CFA, Daniel Parks, CFA, Benjamin Texler, CFA,

Jordan Winters, CFA


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