CFA Society Virginia

A Member of the CFA Institute Global Network of Societies

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 Recent Events


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


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


June 13, 2018: Rory Ewing from Neuberger Berman
On Wednesday, June 13, at Richmond's Westin Hotel, CFA Society welcomed Rory Ewing, vice president of Neuberger Berman. The event ran between 12:00 and 1:30 pm. The p​​resentation, entitled Options, Volatility and Opportunities, was free to members and $25 t​o non-members.

See the recorded webcast | Hear the podcast


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


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.