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CFA Virginia

The nominating committee recommends placing into nomination the following people for the following offices on the CFA Virginia board for 2012-13:
Chip Wittmann – President
Steve Woodall – Vice President
Farley Shiner – Treasurer
Matt Johnson – Membership
Per the bylaws, we will call for nominations from the floor at the annual meeting.

As a member Society of the CFA Institute, CFA Virginia promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Read More...

May 17 Vinny Catalano Presentation
Blue Marble Capital Management's Vinny Catalano's presentation at the Omni Richmond is now online. Click here to view the presentation.

Webcast Archive
Vinny Catalano - May 17, 2012 (Video)
Dennis Gartman - April 3, 2012 (Video)
Lyster Watson & Co. - March 1, 2012 (Video)
Michael Hood - J.P. Morgan Asset Management - February 2, 2012 (Video)
Thomas J. Dorsey - Dorsey Wright & Associates - January 17, 2012 (Video)
Marshall Acuff - Cary Street Partners - December 15, 2011 (Video)
Lisa Gray - Graymatter Strategies LLC - November 29, 2011 (Video)
Tim Atwell - Parametric - October 20, 2011 (Video)
Joseph Quinlan - Bank of America - October 13, 2011 (Video)
Vikram Mansharamani - Yale University - September 29, 2011 (Video)
Brian Belski - Oppenheimer & Co. - September 15, 2011 (Video)
Dan Fuss - Loomis, Sayles & Company - April 12, 2011 (Video)
Rod Smyth - Riverfront Investment Group - Feb. 15, 2011 (Video)
Jason Trennert - Strategas Research Partners - Dec. 2, 2010 (Video)
Tom Brown - Bankstocks.com - Nov. 3, 2010 (Video)
Pat Dorsey - Morningstar - Oct. 27, 2010 (Audio)
Al Broaddus - Sept. 30, 2010 (Audio)

To see/hear the above recorded presentations click here.

Program Suggestions ?

Please contact Richard Ware with program recommendations.

Virginia Investment Research Challenge

Congratulations to the Team from The College of William & Mary

Winners of the

5th Annual CFA Virginia

Investment Research Challenge

Congratulations to the William & Mary student team! On April 10, 2012 W&M participated in the North American Regional finals of this year’s CFA Challenge that included 44 competing teams. Our team successfully made it through the quarter and semi finals to be among the four universities vying in the finals. Although the competition was won by the team from the Illinois Institute of Technology (that will now go on to compete in the Global finals today) we congratulate the William & Mary team for their strong showing. Given the tight scores we had in our own local challenge event in early March, this points to the quality of all of the student teams that participated in this year’s program.

Thanks very much for participating in the 2011/2012 CFA Challenge. We hope to see you once again in the next Challenge event.

We also thank the many CFA Virginia members who served as committee chairmen, mentors, graders, and judges for this event. If you are interested in helping with the 2013 challenge, or want to discuss what is needed in order to add a university to the competition, please contact CFA Virginia at rsvp@cfavirginia.org.

Special Notice for Eastern VA members

Click here if you are interested in carpooling to upcoming events in Richmond.

Calendar

Title

Start Time

CFA Virginia Annual Meeting & Company Presentation

6/19/2012 5:00 PM

CFA candidates: CFA Virginia Member discounts available for Stalla Study Programs.

Who Is CFA Institute

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