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 CFA Virginia

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...

CFA Virginia Forecast Dinner Slated for February 2
From 6 to 8 pm on February 2, CFA will host the Annual Forecast Dinner Meeting, featuring guest speaker Michael Hood, executive director, J.P. Morgan Asset Management. This is a can't-miss event. Click here to register.

Jan. 17 CFA Luncheon Presentation Now Online
On Jan. 17, Thomas J. Dorsey, President, Dorsey Wright & Associates, presented "Learning To Be Tactical With Your Strategic Assets Allocation." The event took place at the VCU School of Business. Click here to what the video.

Webcast Archive
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

4th Annual CFA Virginia

Investment Research Challenge 

held on February 24, 2011.  The team will advance to the CFA Institute North American regional competition to be held on April 7, 2011 in Omaha, Nebraska.  

The top four teams from all the regional competitions will advance to the international global finale, to be held April 8 in Omaha.

Team members were A C Craft, Sean Dalton, Yael Gilboa, and Brittany Kidd. The faculty advisor was Dr Gjergji Cici and the team mentor was Peter Gore. 

Teams were evaluated 50% on their written research papers and 50% on their oral presentations, both of which were focused on an investment analysis of The NewMarket Corporation.

First runner up was the University of Richmond, whose faculty advisor was Dr David North. Chris Dion was the team mentor. 

Other schools participating in the competition this year were Hampden-Sydney College, James Madison University, Virginia Commonwealth University, and Virginia Tech.

Special thanks go to NewMarket Corporation for serving as our subject company for this competition.  

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 2012 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
Forecast Meeting-Michael HoodUse SHIFT+ENTER to open the menu (new window).
2/2/2012 6:00 PM
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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.

 

 


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