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 CFA Society of Columbus - Upcoming Events

CFA Columbus Event Attendance Policy.pdf


     ESG Panel - 

"Social Impact Investing Across Asset Classes"

  • Panelists:
    • Jane Marie Petty, ChFC – National Director of Social Impact Investing Consulting, Wells Fargo [Focus: Equities, Fixed Income and REITs]
    • Navin Goyal, M.D. – Co-Founder and CEO LOUD Capital [Focus: Venture Capital]
    • Greg Shell – Managing Director at Bain Capital [Focus: Private Equity]
  • Co-Moderators:
    • Christian Hviid, CFA – VP, Senior Investment Strategist, Wells Fargo Private Bank, CFA Society Columbus Board Member
    • Brandon Kremer, CFA, CAIA – Portfolio Manager, Heximer Investment Management, Inc. , CFA Society Columbus Board Member

Check your inbox for registration information!

Wednesday, January 20, 2021

      "Nationwide Market Insights"

Webinar featuring Bryan Jordan, CFA, Deputy Chief Economist at Nationwide

Check your inbox for registration information!


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 CFA Society of Columbus - Charter Award Dinner

Congratulations to our 2018 CFA Charter recipients!

2018 Charter.jpg 

Not all recipients listed below are pictured above.

Albert Adom, CFA; Jeffrey Alexander, CFA; Ryan Benefiel, CFA; Noumouke Berete, CFA;

Jay Bucher, CFA; Yusuf Cakir, CFA; Andrew Hartman, CFA; Scott Heichel, CFA;

Adam Jacobs, CFA; Shuaijie Li, CFA; Eric Marquardt, CFA; Eric Mutizwa, CFA;

John Pauly, CFA; James Richardson, CFA; Kavi Shelar, CFA; Kevin Snead, CFA;

Joseph Streb, CFA; Matthew Susi, CFA;

 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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