Please Enjoy These Past Event Presentations
March 27, 2024 Virtual Luncheon Slides, WMQQ Global, Kevin Carter, "The Future of Emerging Markets and The Rise of a Digital India."
December 13, 2023 Luncheon presentation, Swan Global Investments, The Correlation Conundrum, "How to Invest When Diversification No Longer Works."
September 27, 2023 Luncheon presentation, Dr. Amy Fletcher, specialist in science, technology, and environmental politics, "Regenerative AI (Chat GPT) and the Future in Financial Industry Advice."
August 16, 2023 Luncheon presentation, Cayla Seder, State Street, "Balancing Possibilities vs Probabilities." August_2023_State_Street_Presentation_Template_Q4-2022_-_CS_Views_CFA_Ohio.pdf
April 2023 Luncheon presentation, Michael Gayed, Tidal Financial Group, "Before It's Too Late, Using Lumber and Gold to Actively Manage Stocks and Bonds." Gayed_PRESENTATION_-_Lead-Lag_-_Before_Its_Too_Late_v22_030823.pptx
January 18, 2023 Luncheon presentation, Strive Asset Management, "The Great Awakening, Understanding Fiduciary Style Drift." Jan__2023_Strive_Management_-_WMG_-_NO_FUND.pdf
October 27, 2022 Luncheon presentation, Rick Roche, Managing Director, Little Harbor Advisors. "The Epidemiology of Volatility." 10_27_2022_Rick_Roche.pdf
September 21, 2022 Luncheon presentation, Dr. Amy Fletcher, Futurist and Adjunct Associate Professor of Political
Science at the University of Canterbury, "The United States-China Rivalry and the Future of Finance: Trends for the Global Economy." Sept_2021_Amy_Fletcher.pdf
May 18, 2022 Luncheon presentation, Brad T. Gregory, Senior Portfolio Manager & Research Analyst, Investment Operations Manager Buckingham Advisors, "Making Sense of Blockchain, Bitcoin, and Digital Assets." 2022-05-18_CFA_Luncheon_-_Making_Sense_of_BlockChain___Digital_Assets_-_PRESENTATION.pptx
April 20, 2022 Live Luncheon, Heather Brillant, Diamond Hill Capital Managment,"Market Outlook and Implications for the Investment Management Industry."
March 15, 2022 Live Luncheon, Brandon Zureick, Johnson Asset Management, "Risks and Opportunities in the Post-Covid Economy."
September 21, 2022 Luncheon presentation, Dr. Amy Fletcher, Futurist and Adjunct Associate Professor of Political Science at the University of Canterbury, "The United States-China Rivalry and the Future of Finance: Trends for the Global Economy."
April 2021 "Trends and Changes in Investment Management Positioning Your firm and Career For Success "2021__Heather_Brilliant_Presentation_April_2021.pdf
December 15, 2021 Virtual Luncheon, Chris Roberti, Managing Director, MacKay Municipal
Managers,"Resilience"Roberti_MacKay_Municipal_Managers_Dec__2021_Presentation.pdf