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 CFA Society Columbus - Upcoming Events

CFA Columbus Event Attendance Policy.pdf

Tuesday, January 24, 2023 - Noon
Sheraton on Capitol Square

"A Nation Divided Over ESG – The Push for Value Over Values Based Investing

Matt will share insights on the following topics:

  • Why corporate governance should be a key component of asset manager and fund selection
  • Why Strive views ESG investing without consent as a fiduciary breach
  • Why Green Smuggling – not Green Washing – should be the bigger focus when discussing ESG criticism
  • The backlash to ESG investing and an in-depth discussion on the common criticisms of the ESG movement

Featuring Mr. Matt Cole, EVP, Head of Investment Office and Global Fixed Income at Strive Asset Management

Thursday, February 2, 2023 - Noon
Sheraton on Capitol Square

"Investing in the legal US cannabis market & Panel Discussion 

KEY Investment Partners, Merida Capital, and Dickinson Wright will discuss investing in the legal US cannabis market. Specifically, the panel will give an overview of the legal US cannabis market progression (size & growth), regulatory initiatives, drivers behind the current industry funding gap, relative attractiveness of different subsectors, types of business models expected to be long term winners. Attendees will walk away with conversational knowledge around the dynamics of the legal U.S. cannabis industry and will learn novel ways of investing in the space. 

Featuring: Benton Bodamer, M&A and Private Equity Partner at Dickinson Wright PLLC, Tiby Erdely, Founding Partner at KEY Investment Partners, Mina Mishrikey, CFA, Partner, Head of Investments at Merida Capital Holdings - Moderated by CFA Columbus Programming Chair, Chris Brinich, CFA.

Thank You CFA Columbus Sponsors:
Calamos Investments
Janus Henderson Investors
VELA Investment Management


PIMCO - Luncheon

12:00 PM - 2:00 PM

Strategas Luncheon

12:00 PM - 2:00 PM

 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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