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 CFA Society Columbus - Upcoming Events

CFA Columbus Event Attendance Policy.pdf

Tuesday, November 9, 2021 - 12:00pm - Sheraton on Capitol Square

"Post-Factor Investing: An Evolutionary Step Forward for Active & Passive Investing" 

Financial science and our understanding of what drives asset prices have evolved considerably since the advent of computers allowed large data sets to be analyzed more quickly and easily. The implications on the financial services industry have also been significant, including the introduction of passive index funds, single-factor and multi-factor strategies. The proliferation of factors, and strategies that follow them have created a complex system for investors to navigate, as undoubtedly many "passive" factor-based strategies make very "active" bets relative to the market portfolio. In this presentation, we provide a review of the literature on factors and attempt to offer investors a more cohesive framework to construct an efficient equity allocation.

Eduardo Repetto, Ph.D., Chief Investment Officer of Avantis Investors

Register HERE

Thursday, December 9, 2021 - 12:00pm - Sheraton on Capitol Square

"The Ants and the Bees: How Complex Systems Inform the Investment Process"

As the economy transitions from the industrial age to the information age, relying on precise predictions is dangerous and investment processes must adapt to a new framework. Bees can show us the way. 

Briton Johns - Co-Founder and investor, NZS Capital LLC

Register HERE


Save the Dates (see event calendar for all confirmed events):

January 18, 2022 - Forecast Dinner - Brian Levitt - Invesco - Le Meredien - 5:30



 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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