CFA Columbus Event Attendance Policy.pdf
2019 Golf Outing - York Golf Club
September 9, 2019 - 12:30pm Shotgun start
Register HERE (for golf)
Tuesday, September 10, 2019
Luncheon featuring Mr. William Jacques, CFA
"Making Sense of Factors: A Practitioner's View"
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Register HERE (for 9/10/2019)
Wednesday, September 18, 2019
Luncheon featuring Mr. Steve Lipper, CFA
Mr. Lipper will discuss the spectrum of value investing: from deep-value to quality-value, through his lens as a small-cap specialist. Mr. Lipper will share why these approaches have been successful over long periods of time, as well as during which regimes each approach has tended to have strong or weak relative performance compared to passive investing. Additionally, Mr. Lipper will share Royce's outlook for the U.S. small-cap asset class and introduce the international small-cap asset class, an area where he sees considerable opportunity.
Register HERE (for 9/18/2019)
Save the Dates:
Lunch - Friday, October 18, 2019 - Anthony Scaramucci - Skybridge Capital
Lunch - Tuesday, October 22, 2019 - Bill Zox, CFA - Diamond Hill
Lunch - Tuesday, November 5, 2019 - Suhail Shaikh, CFA - Fulcrum Asset Management
Dinner - Tuesday, November 12, 2019 - Mike Collins, CFA -PGIM
Lunch - Wednesday, December 4, 2019 - Tony Gould, CFA - AQR
Lunch - Thursday, December 12, 2019 - Bob Greer - CoreCommodity Management
Dinner - Wednesday, January 15, 2020 - Maria Li, CFA - Goldman Sachs
Lunch - Tuesday, January 21, 2020 - Tom Tzitzouris - Strategas research Partners
Lunch - Tuesday, February 4, 2020 - Mike Caldwell - Driehaus Capital
Lunch - Wednesday, February 26, 2020 - Martin Torres, JD - BlackRock
Lunch - Wednesday, March 4, 2020 - David Muller - Ashmore Group
