CFA Society Virginia

A Member of the CFA Institute Global Network of Societies

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 Recent Events



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​​​​​​​​

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