Upcoming Events

'Active Fixed Income Trends in 2026' Happy Hour

Active Fixed Income Trends in 2026 Please join us for a Presentation & Happy Hour at Brambly Park, as CFA Society Virginia presents Brian Ellis, CFA, Morgan Stanley Investment Management. BRIAN ELLIS, CFA Brian is a Managing Director of Morgan Stanley Investment Management and a senior portfolio manager on the Broad Markets Fixed Income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s Broad Markets strategies. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2009. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he was a portfolio manager of fixed-income strategies for Calvert Investments. He was previously affiliated with Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA Credential holder. He is a member of the CFA Institute and CFA Society Boston. Sponsored by Eaton Vance.

Baseball, Drinks & Dugout Views — Join Us During the Opening Week of CarMax Park!

Join us for a special evening at the ballpark with the Richmond Flying Squirrels! This season is extra exciting as it marks the opening week of the brand-new CarMax Park, and we’d love for you to experience it with us. We’ve reserved the Dugout Suite, located just steps from the field, giving you one of the closest views in the stadium. The suite includes a private bar and ballpark favorites, making it the perfect spot to enjoy the game, great food, drinks, and good company. You may register yourself at no cost, and you are welcome to bring one guest for $25.

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.