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 CFA Society of Columbus - Upcoming Events

CFA Columbus Event Attendance Policy.pdf

Tuesday, August 3, 2021

Mid‐Year Outlook on the Municipal Bond Market

Join us for a virtual fireside chat with Chris Roberti of MacKay Municipal Managers to discuss the current shape of the municipal market. We look forward to exploring topics such as how public policy could impact the municipal landscape, how the taxable municipal market has changed over time, and how the topic of infrastructure could impact the market.

Register HERE

Wednesday, August 11, 2021 - Noon

The Case for CLO Equity

The CLO market has recently crossed the $1 trillion threshold, and what was once an esoteric asset class is now more broadly understood and accepted. As the search for return intensifies in the context of meager expected returns for traditional asset classes and fully deployed allocations to private markets, institutional investors are recognizing the compelling opportunities in CLOs. This presentation will delve into the structure, ecosystem, risks, and opportunities of CLOs, and in particular, the potential for attractive returns in CLO equity exposure.

Lunch presentation by: Jonathan Cohen, Co-Founder and CEO, Oxford Funds

Register HERE

Save the Dates:

Tuesday, September 7, 2021 - CFA Columbus Golf Outing - York Golf Club

 Who is CFA Institute?

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