Upcoming Events

The Momentum Factor: A Market Anomaly, It's Alpha Benefits, and Style-Conscious Applications

Please join us for a Presentation & Happy Hour at The Hofheimer Building, as CFA Society Virginia presents Travis Prentis, CEO of The Informed Momentum Company (IMC). Travis Prentice will provide an overview of momentum, discuss common misconceptions about the factor – including its perceived riskiness as well as momentum crashes, share thoughts on the dynamic relationship between momentum and value, and how momentum differs from growth. Momentum has long been a significant source of returns for investors, yet there are many misconceptions about its existence, its riskiness, and how to properly harness its strength across global markets. IMC will provide an overview of the momentum factor, share thoughts on why it exists and persists, discuss how momentum’s formation path and lookback periods can influence performance in portfolio applications, and differentiate naïve momentum from Informed Momentum, a mechanism to translate the academia of momentum into tangible results for investors. Included in the overview will be a discussion on common myths related to the perceived risks of the factor. Finally, IMC will provide various frameworks in which momentum can be beneficial to, or even replace, traditional style exposures in equity portfolios.

Uncomfortably Bullish - State Street 2026 Outlook

Uncomfortably Bullish - State Street 2026 Outlook Please join us for a Speaker Breakfast as CFA Society Virginia presents Michael Arone, CFA, State Street Investment Management. B ull market momentum continues into 2026, fueled by strong earnings, policy support, and consumer optimism. Yet stretched valuations and structural shifts underscore the need for strategies that balance growth with resilience. History shows rallies at this stage can last for another two years and add roughly 85% more in gains, suggesting potential for further upside but how can we sustain momentum and strengthen resiliency. Michael Arone, CFA Chief Investment Strategist State Street Investment Management Michael is the Chief Investment Strategist for State Street Investment Management’s SPDR® Exchange Traded Funds (ETFs) business. He is responsible for expanding State Street Investment Management’s footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team.   During his 30-year career in the investment management industry, Michael has served as State Street Investment Management’s Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals. Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.

Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready

Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance, research, client service, marketing, reporting, and back-office workflows. The session will highlight practical use cases and lessons learned, while addressing key considerations around privacy, cybersecurity, data governance, recordkeeping, and audit readiness. Zoom Link will be sent in the confirmation email.