Upcoming Events

Annual Meeting & "Investing in REITs: Sector Overview, Outlook, and Standouts"

CFA Society Virginia presents Chris Hudgins and Hunter Hines, CFA. S&P Global. Join us for a discussion of the REIT market. Our upcoming presentation, “Investing in REITs: Sector Overview, Outlook, and Standouts,”  will cover topics including: • REIT valuation methodologies, including NAV estimates and relative market performance • The impact of higher interest rates on REIT fundamentals and valuations • Earnings growth trends and key NOI drivers • Capital structure considerations and financing limitations • A closer look at notable subsectors, including senior housing and office properties Whether you are an experienced real estate investor or looking to deepen your understanding of the REIT landscape, this session will offer insights into current market dynamics and opportunities. Chris Hudgins Research Analyst S&P Global Chris Hudgins is a research analyst for the FIG Research offering of S&P Global Market Intelligence, with a focus on real estate. His primary responsibilities include covering and analyzing publicly-traded real estate investment trusts (REITs). His research of the real estate sector can be found in Market Intelligence's Research & Analysis feature and the Data Dispatches. He has been covering the Real Estate sector for over a decade and earned his bachelor's at Virginia Tech. Hunter Hines, CFA Financial Solutions Specialist S&P Global A s a senior industry specialist, Hunter leads demonstrations and advises on customized solution design for the Capital IQ Pro Financial Institutions industry vertical, formerly SNL FIG. He helps pair our solutions with a variety of client workflows including investment banking, consulting, bank examination, commercial banking, and asset management. He has worked in this role for the past six years and previously worked in customer success supporting large investment banks and in client support. He has a BBA in Finance (Summa Cum Laude) from James Madison University and is an active member of CFA Society Virginia. Registration for this event is complimentary for members of CFA Society Virginia and CFA candidates. Guest registration is available for $25.

Rethinking Credit Allocations: Building More Resilient Portfolios in Public Markets

Correlations can shift across market regimes, and traditional fixed income diversification may prove less reliable amid heightened geopolitical uncertainty and volatility. As most allocators base their view on public credit exposures driven largely by spreads, they may be overlooking a broader and growing opportunity set beyond traditional bonds that are not “priced to perfection”.     Join the Artisan Credit and EMsights teams for a discussion on idiosyncratic strategies across primarily US public below–investment-grade credit and global debt seeking to deliver low correlation and compelling risk-adjusted returns relative to broad market indices and risks.   John Ebeling bio: John Ebeling is a director of Artisan Partners and a member of the firm’s Strategic Capital Formation Group. Prior to joining Artisan Partners in August 2025, he was a vice president of business development in US intermediary distribution with Gramercy Funds Management. Before that, Mr. Ebeling served as regional director of field sales and national accounts in US intermediary distribution with Ashmore Investment Management. Earlier in his career, he was an associate in structured products with UBS Financial Services. Mr. Ebeling holds a bachelor’s degree in business administration and finance from the University of Maine.   Mike Fontaine bio: Mike Fontaine is a director of Artisan Partners with responsibility for distribution and servicing of the strategies managed by the firm’s Credit team. He is also responsible for creation of the team’s investment content and communications. Prior to joining Artisan Partners, Mr. Fontaine was a principal with Third Street Partners. Before that, he was a director and co-portfolio manager with Willis Towers Watson. Earlier in his career, Mr. Fontaine was an analyst with Wells, Canning & Associates. Mr. Fontaine holds a bachelor’s degree in finance with a minor in economics from Iona College.