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 Recent Events


June 20, 2019: John Ellison from Richmond Quantitative Advisors
On Thursday, June 20, at Richmond's Omni Hotel, CFA Society welcomed John Ellison from Richmond Quantitative Advisors for the society's Annual Meeting and Election of Officers. Ellison's presentation was entitled, "Optimizing Signal Extractions and Enhancing Robustness in Quantitative Strategies". The event ran between 12:00 and 1:30 pm and was free to members and $25 to non-members.

See the presentation | See the annual report | Hear the podcast


Feb. 7, 2019: Ben Hunt from Second Foundation Partners
On Thursday, February 7, at Richmond's Omni Hotel, CFA Society welcomed Ben Hunt, founder of Second Foundation Partners. The e​vent ran between 12:00 and 1:30 pm. The presentation, titled "The Game of Markets", was free to members and $25 to non-members.

See the webcast | Hear the podcast


Jan. 24, 2019: Tom Wald from Transamerica
On Thursday, January 24, at Richmond's Commonwealth Club, CFA Society welcomed Tom Wald, chief investment officer for Transamerica Asset Management, Inc. The presentation was a part of CFA's Annual Forecast Dinner. The event ran between 5:45 and 8:00 pm.

See the webcast | Hear the podcast


Nov. 7, 2018: Katie Stockton from Fairlead Strategies
On Wednesday, November 7, at Richmond's Westin Hotel, CFA Society welcomed Katie Stockton, founder and managing partner from Fairlead Strategies. The event ran between 12:00 and 1:30 pm. The presentation, focused on technical research, was free to members and $25 to non-members.

 

See the webcast | Hear the podcast


Dec. 6, 2018: Will Middleton from Block Formation
On Thursday, December 6, at Richmond's Omni Hotel, CFA Society welcomed Will Middleton, founder of Block Formation. The event ran between 12:00 and 1:30 pm. The presentation, focused on cryptocurrency and blockchain, was free to members and $25 to non-members.

See the 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  ​Matthew Cullen 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.