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 CFA Society of Columbus - Upcoming Events

CFA Columbus Event Attendance Policy.pdf

Wednesday, April 4, 2018 Luncheon

"Bond Investing in Today's Market Environment"


Kathleen C. Gaffney, CFA, Director of Diversified Fixed Income

Register HERE

Wednesday, April 11, 2018 Luncheon

"Equity Investing in Real Estate Through Public and Private Markets"


Brad Case, PhD, CFA, CAIA, Senior Vice President of Nareit

Register HERE

Thursday, May 10, 2018 Luncheon

"Which Factors?"

Researchers have identified hundreds of return factors, and they continue to search for more. How should investors decide which factors actually capture meaningful differences in expected returns? In this presentation, Professor Ken French offers a framework to assess the likelihood that a proposed factor explains important differences in expected returns. French also discusses how an investor might judge whether a factor premium is likely to persist out of sample and, if it will, how the expected future premium compares to the premium reported by researchers.


Mr. Kenneth Ronald "Ken" French, Ph.D. - Roth Family Distinguished Professor of Finance at the Tuck School of Business, Dartmouth College

Register HERE

Save the Dates:

Tuesday, May 22nd Luncheon at Sheraton on Capitol Square with a speaker from Hartford

Tuesday, June 12th Luncheon at Sheraton on Capitol Square featuring Roger Hallam of JPM

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.

Brad Case - NAREIT

12:00 PM - 2:30 PM

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