Upcoming Events -Registration for all events https://cfa-society-of-st-louis.ticketleap.com/

STLWIN EVENT - Equity/ALTS Panel -Another great industry event

Register NOW Another great industry event that Society members might want to attend! CFA STL members can attend complimentary as part of your CFA St. Louis dues. 

Why ESG is Here to Stay

Register NOW Zoom option too The presentation will be solely built on the argument in favor of ESG and supported by data. We will avoid the political conversation by addressing ESG as a factor in assuming fiduciary standard. We will talk about ESG momentum, current conversation investors pursue with management teams, performance, and differences across the types of responsible investment. Of course, we will be prepared to take questions on any angle the audience would like addressed. Happy to have you talk directly with Cindy if you have further questions or would like to ensure something is specifically addressed but I assure you she is exceptionally versed in this. Please join Adam Peck, Co-Founder/CIO and Cindy Bohlen, Director of ESG as Riverwater Partners discusses its unique approach to value investing – which aims to discover and invest early in companies whose value is not yet recognized by the market. Learn how their approach attempts to leverage inefficiencies by valuing the responsible deployment of physical, human, and financial capital in order to generate superior ROIC/ROE.  

Research Challenge Kick-Off and Company Presentation

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Beer Trolley

Register NOW  Beer Tasting Event 

STRIKE Some Fun Bowling

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Managing Short-Term Funding in an Evolving Landscape

Register NOW  Zoom option available Hi there,  You are invited to a Zoom meeting.  When: Oct 25, 2023 04:00 AM Central Time (US and Canada)  Register in advance for this meeting: https://zoom.us/meeting/register/tJEkdemopjsiG9ahltgTJEkcQIxz2Dm3h-M8  After registering, you will receive a confirmation email containing information about joining the meeting.

Emerging Markets Opportunities, Risks & Outlook

Register NOW  In person and zoom  Investing in emerging markets remains a challenging yet rewarding opportunity. We will investigate the evolution of the emerging market debt and equity universe and look at these markets in terms of risk and reward. Gone are the days when it was a simple matter of choosing “Latin America” over “Asia,” or “Central Europe” over “Africa.” The idiosyncrasies of the emerging markets have heightened the importance of understanding the difference between Uruguay and Paraguay, between rupees and rials, and between emerging and frontier markets. Looking beyond the BRICS you will find the emerging markets are enriched by overlooked and budding economies. Speaker Name and Bio : David Muller,   Portfolio Manager, joined the investment team in November 2015.   He has been with Ashmore since April 2012, as a member of the Institutional Account Management team looking after its North American clients.   His prior experience includes positions at The Rohatyn Group, Morgan Stanley Investment Management, Fisher Francis Trees & Watts, Alecta Investment Management and JP Morgan Investment Management. David received a BA in International Relations from Brown University, a Masters of European Law from the Europa Institut/Universitaet des Saarlandes in Saarbruecken, Germany as a Fulbright Scholar, and an MBA from the University of Chicago Graduate School of Business. He is licensed as a Series 7 and Series 63 Registered Representative. Also available via zoom  Hi there,  You are invited to a Zoom meeting.  When: Nov 1, 2023 12:00 PM Central Time (US and Canada)  Register in advance for this meeting: https://zoom.us/meeting/register/tJwlcOyuqDwpGtTllnsUKOIzpIeqhmOgTXOQ  After registering, you will receive a confirmation email containing information about joining the meeting.

Charter Awards Dinner