CFA Society Virginia

A Member of the CFA Institute Global Network of Societies

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 Recent Events

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​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

March 17, 2016: Kevin T. Carter, EMQQ
On Thursday, March. 17, at Richmond's CenterStage, from 12:00 to 1:30 pm, we welcomed Kevin T. Carter, founder of EMQQ, The Emerging Markets Internet & Ecommerce ETF, to discuss ​"The Future of Emerging Markets". The event was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast

March 11, 2016: Jonathan Golub from RBC Capital Markets
On Friday, March 11, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, CFA Virginia welcomed Jonathan Golub, Chief Equity Strategist from RBC Capital Markets, to discuss equity outlook, market forecasts, earnings estimates and sector recommendations. The event was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast

Feb. 18: Jeff deGraaf from Renaissance Macro Research, LLC 
On Thursday, Feb. 18, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcomed Jeff deGraaf from Renaissance Macro Research to discuss ​"Current Market Outlook". The event was free to members and $25 to non-members.
See the recorded webcast | Hear the podcast

Feb. 10: Annual Forecast Dinner
On Wednesday, Feb. 10, at Richmond's Commonwealth Club, CFA Society Virginia hosted its Annual Forecast Dinner. The event ran from 6:00 - 9:00 pm and featured presentation by CFA Institute's Stephen Horan and Raymond James' Jeff Saut. The event also honored CFA Society Virginia's 2015 CFA Charter recipients
See the recorded webcast of the Introduction and Award Recognition | Hear the podcast
See the recorded webcast of Stephen Horan's presentation | Hear the podcast

CFA Society Virginia Now Podcasting
Now, on any device, you can listen to CFA's speakers at any time. Starting with Doug Sandler's Jan. 7 presentation, CFA Society Virginia now podcasts all presentations to go along with video presentations. We'll also be reaching into the archive and publishing podcasts from past presentations.You can also download the podcast app. For more, visit our podcast page.

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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Please contact James Borges with program recommendations.​

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 Who Is CFA Institute

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