CFA Society Virginia

A Member of the CFA Institute Global Network of Societies

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Cheryl_Page.jpgDear members,

I would like to take this opportunity to share with you news of what has been happening in your Society this year.  Not only did we have great success and turnout at our Annual Forecast Dinner in January, but we have also scheduled several educational luncheons, hosted our 11th Annual Investment Research Challenge and are beginning to promote our 2nd annual Putt-ing Investors First Golf Event on May 9th.

Key to our Society's success for the past dozen years has been Jan Ashby our wonderful, reliable Executive Assistant.  She has just informed us of her intent to retire from us this season and we will begin the process of hiring a replacement.  If you have someone in mind who would do a fantastic job, please feel free to pass them along or ask one of our Board members about many of Jan's current responsibilities. Jan has been a true asset to the Society.  Feel free to let her know how valuable she has been to each of you.

We have several upcoming events:

March 21st: Nick Sargen, Fort Washing Advisors: Investing amid heightened Volatility: How Economic Policies Impact Finance, at The Westin

March 29th: Member Social at the Answer Brewpub 6008 W Broad St 23230: 5:30-7:30pm

April 11th: Clayton Triick, Portfolio Manager, Angel Oak Capital: Mortgage Backed Securities and the Real Estate Outlook, at the Westin

April 18th: Lee Ferridge, Senior Managing Director, Head of Macro Strategy, North America, State Street Global Markets: Adjusting to the new macro economic reality, at the Omni

Board recruiting event: around May 1st, Westwood Club, cocktails

June 13th: Rory Ewing, Vice President, Neuberger Berman: Options, Volatility and Opportunities, at the Westin

Richmond Flying Squirrels: July TBD

Annual meeting: June TBD

We invite you to attend and share ideas of activities you would like to see in the coming year.  There are many ways we can make your membership valuable.  Please consider being more involved.  There are several opportunities that can be limited to an hour a month or so.

With warmest regards,

Cheryl Page

CFA Society Virginia President


 


 

 Recent Events


June 18, 2018: Paul Smith from CFA Institute
On Monday, June 18, at Richmond's Westwood Club, CFA Society welcomed CFA Institute President and CEO Paul Smith for the society's Annual Meeting and Election of Officers. The event ran between 4:30 and 7:00 pm. Cheryl Page, outgoing CFA Society Virginia president, and current CFA Society Virginia President William Bunting also presented.

See Paul Smith's webcast | See the meeting webcast | Hear the podcasts


April 18, 2018: Lee Ferridge from State Street Global Markets
On Wednesday, April 18, at Richmond's Omni Hotel, CFA Society welcomed Lee Ferridge, Head of Macro Strategy, North America, from State Street Global Markets. The event ran between 12:00 and 1:30 pm. The p​​resentation, entitled Global Liquidity: The Clock Is Ticking, was free to members and $25 t​o non-members.

See the recorded webcast | Hear the podcast


April 11, 2018: Clayton Triick from Angel Oak Capital Advisors
On Wednesday, April 11, at Richmond's Westin Hotel, CFA Soc iety welcomed Clayton Triick, Portfolio Manager, from Angel Oak Capital Advisors. The event ran between 12:00 and 1:30 pm. The presentation, entitled Mortgage Backed Securities and the Real Estate Outlook, was free to members and $25 t​o non-members.

See the recorded webcast | Hear the podcast


March 21, 2018: Nick Sargen from Fort Washington Investment Advisors
On Wednesday, March 21, at Richmond's Westin Hotel, CFA Society welcomed Nick Sargen, Chief Economist, from Fort Washington Investment Advisors. The event ran between 12:00 and 1:30 pm. The presentation, entitled Investing Amid Heightened Volatility: How Economic Policies Impact Finance, was free to members and $25 t​o non-members.

See the recorded webcast | Hear the podcast


January 10, 2018: Brad Case from Nareit
On Wednesday, January 10, at Richmond's Westin Hotel, CFA Society welcomed Brad Case, Senior VP, Research & Industry Information, from Nareit. The event ran between 12:00 and 1:30 pm. The presentation, entitled Long-Term Investment Attributes - Public & Private Real Estate, was free to members and $25 t​o non-members.

See the recorded webcast | Hear the podcast


November 29, 2017: Paul Nowak from IRIS Reading
On Wednesday, November 29, at the Omni Richmond, CFA Society hosted Paul Nowak, founder and program director at IRIS Reading. Nowak discussed speed reading techniques and comprehension - a great way to get ahead in our fast-paced world. The event ran between 12:00 and 1:30 pm and was free to members and $25 t​o non-members.
See the recorded webcast | Hear the podcast


November 2, 2017: Union Bank Investment Research Challenge Presentation
On Thursday, November 2, at University of Richmond's Gottwald Science Center Auditorium, CFA Society hosted the Investment Research Challenge Presentation. Featuring John Asbury, CEO from Union Bank, the event ran between 4:30 and 6:30 pm. The presentation gave an overview of the bank's history and philosophy, as well as its pending acquisition of Zenith Bank. If you are unable to attend, a recorded webcast and podcast will be made available as immediately as possible.
See the recorded webcast | Hear the podcast


October 12, 2017: Sarah Lee Kjellberg, Blackrock
On Thursday, October 12, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcomed Sarah Lee Kjellberg, director, Blackrock, to discuss ESG: Environmental, Social Governance Investing. The event was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast


October 4, 2017: Nancy Everett, VCU Investment Management Company
On Wednesday, October 4, at Richmond's Westin Hotel, from 12:00 to 1:30 pm, we welcomed Nancy Everett, chief executive officer and chief investment officer, VCU Investment Management Company, to discuss Thoughts on Investing. The event, was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast


April 6, 2017: Jim Colby, Van Eck Associates Corporation Live Webcast
On Thursday, April 6, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcome Jim Colby, senior municipal strategist and portfolio manager, Van Eck Associates Corporation, to discuss investment management strategy. The event, is free to members and $25 to non-members. Unable to attend? The live webcast will begin at approximately 12:15 pm. ​
See the recorded webcast | Hear the podcast


March 22, 2017: Brian Farmer, Hirschler Fleisher Live Webcast

On Wednesday, March 22, at the Westin Hotel, from 12:00 to 1:30 pm, we welcomed Brian Farmer to discuss individual and institutional investment management strategy. The event is free to members and $25 to non-members.
See the recorded webcast | Hear the podcast


February 13, 2017: Nick Sargen, Fort Washington Investment Advisors, Inc.

On Monday, February 13, at the Westwood Club, from 12:00 to ​​1:30 pm, we welcomed Nick Sargen to discuss his topic: "Is Trump's Election a Game Changer?" The presentation will highlight the role that small and mid-sized companies may play in an American revival, and the need for increased business capital spending to spur productivity growth. It will then focus on policies relating to corporate taxes, government spending, international trade and exchange rates. Sargen is chief economist of Fort Washington Investment Advisors, Inc. The event was free to members and $25 t​o non-members.
See the recorded webcast | ​ Hear the podcast


January 10, 2017: Teri Lovelace, Virginia Community Capital

On Tuesday, January 10, at the Westwood Club, from 12:00 to ​​1:30 pm​, we welcomed Teri Lovelace to discuss "Impact Investing." Lovelace is Chief Impact Officer of Virginia Community Capital, Inc., a nonprofit community development financial institution and banking entity providing innovative loan, deposit and investment solutions for community & economic development projects in Virginia. The event was free to members and $25 t​o non-members.
See the recorded webcast | ​ Hear the podcast


November 18, 2016: Meb Faber, Cambria Investment Management

On Friday, November 18, at the Omni Richmond, from 12:00 to ​​1:30 pm, we welcomed Meb Faber to discuss "The Future of Taxable Client Asset Management - The 4 Biggest Investor Mistakes and How to Fix Them." The event was free to members and $25 t​o non-members.
See the recorded webcast | ​ Hear the podcast


​November 3, 2016: John Hanson, Artifice Forensic Financial Services

On Thursday, November 3, at the Westin Richmond, from 12:00 to ​​1:30 pm, we welcomed John Hanson to discuss "Why People Commit Fraud and How Organizations Can Better Protect Themselves from the Consequences." The event was free to members and $25 t​o non-members.
See the recorded webcast | ​ Hear the podcast


​October 28, 2016: Christopher Coughlin

On Friday, October 28, at Richmond's Dominion Arts Center (CenterStage), from 12:00 to ​​1:30 pm, we welcomed Christopher Coughlin to discuss "Sovereignty, Security and Trade: Trends Challenging the International Order." The event was free to members and $25 t​o non-members.
See the recorded webcast | ​ Hear the podcast


​October 27, 2016: Investment Research Challenge

On Thursday, October 27, at the University of Richmond's Jepson Hall, from 4:30 to ​​6:30 pm, we hosted the annual CFA Society Virginia Investment Research Challenge. The event featured Michael Neese, executive director of Performance Food Group.​
See the recorded webcast | Hear the podcast


​​October 4, 2016: Ardavan Mobasheri, ACIMA Private Wealth

On Tuesday, October 4, at the Richmond's Westwood Club, CFA Society Virginia welcomed Ardavan Mobasheri is a Managing Director and Chief Investment Officer at ACIMA Private Wealth where he oversees the overall management of assets. Mobasheri's presentation is entitled "The Global Economy: Lessons From the Past, Experience From the Present, Projecting the Future". The event was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast


​September 22, 2016: Daniel Palazzolo, University of Richmond

On Thursday, September 22, at the Richmond's Westin Hotel, CFA Society Virginia welcomed Daniel Palazzolo, professor and chair of Political Science at the University of Richmond and co-director of the John Marshall International Center for Statesmanship. Dr. Palazzolo discussed the election and political landscape. The event was free to members and $25 to non-members.
​​ See the recorded webcast | Hear the podcast


May 16, 2016: Charles Brandes, Brandes Investment Partners

On Wednesday, May 16, at the Westwood Club, CFA Society Virginia welcomed Charles Brandes, founder of Brandes Investment Partners, which manages equities and fixed income based on the Graham-and-Dodd value investment tenets. Brandes spoke at length about value ​investing and its tenets. The event was free to members and $25 to non-members.
See the recorded webcast | See the recorded annual meeting | Hear the podcast


April 6, 2016: Peter Atwater from Financial Insyghts

On Wednesday​, April 6, at Richmond's Westin Hotel, from 12:00 to ​​1:30 pm, we welcomed Peter Atwater, founder of Financial Insyghts, to discuss how changes in confidence affect our preferences, decisions and actions. He is the author of the book Moods and Markets (FT Press, 2012) which details how investors can improve returns by using non-market indicators of confidence. Atwater is a regular contributor to Minyanville.com and has written articles for the World Policy Institute. His research on confidence has been mentioned in The Financial Times, Reuters and Time Magazine. Atwater has also been a commentator on television, appearing on CNBC and Fox Business News. The event was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast


A Primer for Investment Trustees
CFA Society Virginia is offering its investment publication, A Primer for Investment Trustees. Free downloads are available in PDF, iBooks, or Kindle formats. Print versions are also available for freeby selecting the below link and providing your address.
Click here to see the introductory video.
Download electronic version | Order print version​​​​​​​​​​​​​​​​​​​

 Program Suggestions ?

Please contact James Borges with program recommendations.​

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