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​Webinars

Watch webinars presented by CFA Society Minnesota and our partners.

 Value Investing, Evolved

Featuring: Brian Fontanella, CFA
Portfolio Specialist
Diamond Hill Capital Management
Recorded November 10, 2020
Presented by CFA Society Minnesota

Brian Fontanella, CFA reviews the growth vs value debate and questions the relevancy of commonly referenced metrics like price to book or price to earnings when considering the makeup of businesses today.


 ​ CFA Exam Computer-Based Testing Overview

Featuring CFA Institute staff:
Michelle Laux, Senior Director of CFA Exam Development
Kristina Fitzhugh, Manager, CFA Program
Recorded October 28, 2020
Presented by CFA Society Minnesota

Hear CFA Institute staff members Michelle Laux and Kristina Fitzhugh as they discuss the shift to computer-based testing in 2021 for all levels of the CFA Exam.


 Corporate Bond and High Yield Market Update

Featuring Bill Fox, CFA, Portfolio Manager
Moderated by Douglas Gimple
Diamond Hill Capital Management
Recorded October 20, 2020
Presented by CFA Society Minnesota

Portfolio Manager Bill Zox, CFA and Doug Gimple, Sr. Fixed Income Specialist give an update on corporate bonds and the high yield market - a timely discussion about the record bond issuance, heavy Fed intervention, and active search for yield during the last 3 months since their July 9 fireside chat.

For added context, below are links to two insight pieces from Bill and Doug that detail their current observations. 

 How Fiduciary Advisors Can Optimize After-Tax Outcomes with PPLI / PPVA

Featuring Rick Roche, CAIA, Little Harbor Advisors & Dave Reynolds, CFP®, CLU®, Spearhead LLC Recorded October 7, 2020
Presented by CFA Society Minnesota In today’s evolving tax environment, fiduciaries, advisors, and asset managers oftentimes spend a disproportionate amount of time deciding “what” to invest in on behalf of clients, and not enough time exploring the “how." Rick and Dave explore how these solutions can be custom-tailored to meet the needs of each individual client, as well as provide a flexible structure through which you, the advisor, can deliver long term structural alpha to your investors.

 Health Care Sector Evolution and Outlook in the Pandemic Era

Featuring Patrick Todd, CFA and David Glickman, CFA Analysts, Health Care Sector Harding Loevner LP Moderated by Aaron Hanson, CFA, Vice President | Manager – U.S. Due Diligence | Global Manager Research RBC Wealth Management Recorded October 6, 2020 Presented by CFA Society Minnesota Patrick Todd and David Glickman review the health care sector across industries - where we stand now amidst the COVID-19 pandemic, winners and losers, impact of the upcoming U.S. presidential election, where we may be headed over the next few years, and opportunities going forward.

 Managing Me: Reflections on Retirement

​Featuring Diana Schutter, CFA and Ron Kaliebe, CFA
Moderated by Carol Schleif, CFA
Recorded September 15, 2020
Presented by CFA Society Minnesota

A discussion on preparing for life after retirement as it relates to time management, professional engagement, and personal development. 

Managing Me sessions are informal and hosted by CFAMN members with personal experience and/or interest in the topical areas being discussed.

 How the Pandemic May Change Things

Featuring Stuart Dunbar and Joseph Stellato, CFA
Baillie Gifford International, LLC
Recorded August 27, 2020
Presented by CFA Society Minnesota

After speaking at last year’s annual CFA conference in London, Stuart Dunbar, partner at Baillie Gifford, was again on the agenda at this year’s annual CFA conference in Atlanta. Due to the pandemic, that was unable to happen ... therefore, CFA Society Minnesota is delighted to bring you this webinar instead!

For a copy of the slide deck, please send an email to:
Joseph.Stellato@bailliegifford.com

 Impacts on the Corporate Bond Market Resulting from the Covid-19 Crisis

Featuring Bill Zox, FCA
Portfolio Manager for Diamond Hill Capital Management
​Recorded July 9, 2020

Bill Zox, CFA, Portfolio Manager for Diamond Hill Capital Management, discussed the near and long-term impacts on the corporate bond market resulting from the Covid-19 crisis, heavy Federal Reserve intervention, and trends in de-leveraging.


 Volatility: The Bumpy Road to Normal

Featuring Stacey Gilbert and Sean Heron, CFA
Portfolio Managers, Derivatives for Glenmede Investment Management
Recorded June 30, 2020

As uncertainty weighs on investors, GIM’s derivatives team examines the relationship between volatility and the volatility risk premium. Derivatives Portfolio Managers Sean Heron, CFA, and Stacey Gilbert review seven basic truths about volatility as well as what the options market is saying about probabilities for year-end S&P 500 results. They also explain how put-write strategies could capture the volatility risk premium while contributing some downside protection.

 Where Do We Go from Here?

Featuring Joyce Huang, CFA & Bernard Chua, CFA
Recorded June 18, 2020

The investment team from America Century Investments hosted a call for CFA Society Minnesota, sharing market updates and insightful perspectives around recent market volatility for global equity and global fixed income. The call included initial comments from the presenters, and then took time to respond to pressing questions regarding recent events in the market.

 Geopolitics, COVID-19, and International Finance

Featuring Taufiq Rahim and Daniel Lansberg-Rodriguez
Recorded June 9, 2020

​Regional experts Taufiq Rahim (MENA) and Daniel Lansberg-Rodriguez (Latin America) provided insights as to how global financial markets as reflected in geopolitics matter—with their takes on the effects of coronavirus shocks. These subject matter experts shared regional updates, followed by prepared Q&A.

 Deconstructing Value Investing

Valuation vs Cheapness
Featuring ​Rafael Resendes, founding partner of Applied Finance
Recorded May 21, 2020
Presented by Applied Finance Capital Management

“Value Investing” is commonly misunderstood as buying companies at a discount to their intrinsic value. While that may have been true decades ago, today “Value Investing” predominantly consists of buying “low price to something” stocks. The “something” is a fundamental variable such as book value, earnings, and/or sales among others. However, such approaches do not necessarily identify undervalued stocks, only stocks that are “cheap” relative to the chosen fundamental variable.

 Crisis & Recovery

​What Economic and Epidemic Models Are Telling Us
Featuring Robert Shiller, Sterling Professor of Economics, Yale University
Recorded April 23, 2020
Presented by Natixis

Nobel-Prize winning economist Robert Shiller talks about economic signals, monetary & fiscal action, why epidemic models matter, and new areas of growth emerging from the crisis. 

 ​Humanizing Wall Street

Featuring Jason Trennert, co-founder of Strategas and John Taft, Baird Vice Chairman
Recorded April 7, 2020

Jason Trennert, co-founder of Strategas, the top macro research firm in the country, will share his insights into the financial markets during the balance of the presidential election year and will engage in a conversation with Baird Vice Chairman John Taft about the role finance plays in our economy and in society, and the impact of Covid-19.

 ​The Future of Consumption

Emerging Markets and the Digital Revolution
Featuring Kevin T. Carter, Founder and CIO of EMQQ
Recorded March 19, 2020

Billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or even larger than their U.S. counterparts.

 Deconstructing Value Investing Webinar

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 Crisis & Recovery Webinar

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