Past Events

Speaker Series

Webcast Archive

May 15, 2024  Presentation: Lee Ferridge, State Street Global Markets "2024: Pivots, Elections and Inflation Renaissance"  See the event

April 4, 2024  Presentation: Michael Green, Simplify Asset Management "The Greatest Story Ever Told: The Impact of Passive Investment on Markets"  See the event

March 7, 2024  Presentation: John Ellison, CFA, Richmond Quantitative Advisors "Evidence-Based Methods for Leveling-Up Any Client Portfolio"  See the event

February 1, 2024 New Charterholder Presentations and Forecast Dinner Acknowledgements  See the event

February 1, 2024 Presentation:  Forecast Dinner Presentation, Don Rissmiller, Strategas  See the event
January 17, 2024 Presentation: John Cole Scott, Closed-End Fund Advisors, "CEF Activism and BDC Overview"  See the event
November 29,2023 Presentation:  Ashok Bhatia, CFA, Neuberger Berman, "Fixed Income Markets into 2024"  See the event
October 18, 2023 Presentation:  Vitaliy Katsenelson, CFA, IMA, "Soul in the Game"  See the event
May 31, 2023 Presentation:  Trevor Katzban, First Trust Capital Management, "Unlocking the Potential of Private Credit: Insights for Allocators"  See the event
April 20, 2023 Presentation:  James Park, Professor of Law UCLA, "A History of Securities Frau Scandals" See the event
March 29, 2023 Presentation:  Zach Pavlosky, CFA, Alaris Acquisitions, "ARE YOU DEAL READY? M&A in the RIA Industry" See the event
February 15, 2023 Presentation: Tom Essaye, Sevens Report, "Hard Landing, Soft Landing or No Landing?" See the event
February 2, 2023 New Charterholder Presentations and Forecast Dinner Acknowledgements See the event
February 2, 2023 Forecast Dinner Presentation, Torsten Slok, Apollo Global Management See the event
November 17, 2022 Presentation: John Ellison, Richmond Quantitative Advisors "A Quant's Perspective on Technical Analysis" See the event
October 26, 2022 Presentation: Kevin Carter, EMQQ "Emerging Markets Tech: The Next Wave of the Digital Revolution" See the event
October 12, 2022 Presentation:  Michael Gayed, CFA, Toroso Investments "Before It's Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds" See the event
September 29, 2022 Presentation: William Housey, First Trust "Fixed Income 2022: Re-entry" See the event
May 10, 2022 Presentation: Dr. John Elder, Elder Research "Fact, Luck, or Torture?  How to tell if your results are real"  See the event
April 27, 2022 Presentation: Michael Bailey, CFA, FBB Capital Partners "Behavioral Finance: A Crash Course for Busy Investors"  See the event
April 14, 2022 Panel Discussion: Lee Ferridge, State Street, Chung Ma, CFA, Virginia Retirement System, & Emily Weis, State Street "Market Outlook & Trends" See the event
March 23, 2022 Presentation: Tom Barkin, Federal Reserve Bank of Richmond "Economic Update"  See the event
February 22, 2022 Presentation: Meera Pandit, JP Morgan Asset Management "Market Outlook"  See the webcast
February 3, 2022 Presentation:  Dr. Ed Yardeni, Yardeni Research, Inc CFA Society Virginia Annual Forecast Dinner  See the event
January 19, 2022 Presentation: Tom Essaye, Sevens Report "Fed Policy Outlook For 2022"  See the webcast
November 18, 2021 Panel Discussion: Jonathan Braband,Transact Capital, Trey Packard, Harris Williams & Bradford Young, Mercer Alternatives "Trends in M&A and Private Equity" See the event
October 6, 2021 Presentation: Jay Jacobs, GlobalX "Thematic Investing" See the webcast
May 15, 2021 Presentation: Baxter Hines "Digital Finance" See the webcast
April 21, 2021 Presentation: David Dubofsky "The Heart And Soul Of Financial Literacy" See the webcast
March 3, 2021 Presentation: Michael Green "Passive Investing and its Impact on Market Structure" See the webcast 
February 16, 2021 Presentation: Jamie Catherwood "Stuck on Repeat: Familiar Trends In Financial History" See the webcast 
February 10, 2021 Presentation: Julian Klymochko SPAC Attack: SPAC Investing in the Current Market Environment See the webcast 
December 16, 2020 Presentation: Michael Bor, Carlotz See the webcast 
December 9, 2020 Presentation: Rodney Sullivan Hedge Fund Performance: Cycle or Sunset See the webcast 
October 22, 2020 Presentation: Joe Rabil Technical Analysis For Fundamental Investors See the webcast 
September 24, 2020 Presentation: Robert Hagstrom Using Multidisciplinary Investment Decision Models See the webcast 
July 16, 2020 Presentation: Simon Hallet The Global Markets View See the webcast
May 28th, 2020 Presentation: John Van Moyland The Fourth Industrial Revolution  See the webcast 
March 12th, 2020 Presentation: Peter Perkins 2020 Elections See the webcast | Hear the podcast
Nov. 14, 2019, Presentation: Investment Research Challenge Featuring R. Scott Tidey See the webcast | Hear the podcast
Oct. 24, 2019, Presentation: Ken Frier See the webcast | Hear the podcast
Sept. 25, 2019, Presentation: Brendan Ahern See the webcast | Hear the podcast
June 20, 2019, Presentation: John Ellison See the webcast | Hear the podcast
Feb. 7, 2019: Ben Hunt from Second Foundation Partners See the webcast | Hear the podcast
Jan. 24, 2019: Tom Wald from Transamerica  See the webcast | Hear the podcast
Dec. 6, 2018: Will Middleton from Block Formation  See the webcast | Hear the podcast
Nov. 7, 2018: Katie Stockton from Fairlead Strategies  See the webcast | Hear the podcast
June 18, 2018: Paul Smith from CFA Institute See Paul Smith's webcast | See the meeting webcast | Hear the podcasts
​​June 13, 2018: Rory Ewing from Neuberger Berman  See the recorded webcast | Hear the podcast
April 18, 2018: Lee Ferridge from State Street Global Markets See the recorded webcast | Hear the podcast
April 11, 2018: Clayton Triick from Angel Oak Capital Advisors See the recorded webcast | Hear the podcast
March 21, 2018: Nick Sargen from Fort Washington Investment Advisors See the recorded webcast | Hear the podcast  
January 10, 2018: Brad Case from Nareit   See the recorded webcast | Hear the podcast
November 29, 2017: Paul Nowak from IRIS Reading  See the recorded webcast | Hear the podcast
November 2, 2017: Union Bank Investment Research Challenge Presentation See the recorded webcast | Hear the podcast
October 12, 2017: Sarah Lee Kjellberg, Blackrock See the recorded webcast | Hear the podcast
October 4, 2017: Nancy Everett, VCU Investment Management Company See the recorded webcast Hear the podcast
April 6, 2017: Jim Colby, Van Eck Associates Corporation See the recorded webcast Hear the podcast
March 22, 2017: Brian Farmer, Hirschler Fleisher See the recorded webcast Hear the podcast
February 13, 2017: Nick Sargen, Fort Washington Investment Advisors, Inc. See the recorded webcast Hear the podcast
January 10, 2017: Teri Lovelace, Virginia Community Capital See the recorded webcast Hear the podcast
November 18, 2016: Meb Faber, Cambria Investment Management See the recorded webcast Hear the podcast
November 3, 2016: John Hanson, Artifice Forensic Financial Services See the recorded webcast Hear the podcast
October 28, 2016: Christopher Coughlin See the recorded webcast Hear the podcast​​
October 4, 2016: Ardavan Mobasheri, ACIMA Private Wealth See the recorded webcast | Hear the podcast
September 22, 2016: Daniel Palazzolo, University of Richmond  See the recorded webcast Hear the podcast
May 16, 2016: Charles Brandes, Brandes Investment Partners See the recorded webcast See the recorded annual meeting
Apr. 6, 2016 Atwater, Peter Financial Insyghts Video
Mar. 17, 2016 Carter, Kevin EMQQ  Video
Mar. 11, 2016 Golub, Jonathan RBC Capital Markets  Video
Feb. 18, 2016 deGraff, Jeff Renaissance Macro Research, LLC  Video
Feb. 10, 2016 Horan, Stephen CFA Institute  Video

Jan. 20, 2016: Thomas, Jason, Carlyle Group Video | Podcast
Jan. 7, 2016: Sandler, Doug, RiverFront Group Video | Podcast
Dec. 10, 2015: Cassas, Anitra, McGuireWoods Video
Nov. 23, 2015: Poole, William, Cato Institute Video
Oct. 28, 2015: Chandler, Ted, Angel Investing Video
Oct. 8, 2015: O'Malley, Niall, Blue Point Investment Management Video
Sep. 22, 2015: Gaffney, Kathleen, Eaton Vance Video
Sep. 2, 2015: Shankar, Samarjit, BNY Mellon Video
June 9, 2015: Various, CFA Virginia Video
June 9, 2015: Smith, Paul, CFA Institute Video
May 12, 2015: Lee, Thomas J., Fundstrat Research Video
May 5, 2015: McGee, Tim, U.S. Trust Video
Apr. 22, 2015: Clissold, Ed, Ned Davis Video
Apr. 7, 2015: Smith, Geoff, Harris Williams & Co. Video
Mar. 26, 2015: Cici, Gjergji, William & Mary College Video
Mar. 3, 2015: Hess, Ed, Darden Graduate School of Business Video
Feb. 23, 2015: Brat, Dave, U.S. Congress Video
Feb. 11, 2015: Various, CFA Virginia Video
Feb. 11, 2015: Luck, Bob, CFA Institute Video
Feb. 11, 2015: Trennart, Jaston, Strategas Video
Dec. 17, 2014: Gayed, Michael, Pension Partners Video
Dec. 11, 2014: Young, Brad, Altius Video
Nov. 25, 2014: Headd, Scott, J.P. Morgan Video
Oct. 30, 2014: Various, Performance Trust Video
Oct. 16, 2014: Bateman, B. Randy, Huntington Asset Advisors Video
Oct. 2, 2014: Hight, Cam, Alpha Theory Video
June 2, 2014: O'Neil, Mark, Dealertrack Technologies Video
May 14, 2014: Kenny, Katharine, CarMax Video
Apr. 23, 2014: Evans, Tim, FBI Video
Apr. 10, 2014: Brown, Tom, Second Curve Capital Video
Mar. 24, 2014: Tamny, John, Cato Institute Video
Feb. 25, 2014: Acuff, Marshall, Cary Street Partners Video
Feb. 12, 2014: Wilbanks, Wayne, Wilbanks, Smith & Thomas Video
Jan. 28, 2014: Various, CFA Virginia Video
Jan. 28, 2014: Shalett, Linda, Morgan Stanley Wealth Management Video
Jan. 16, 2014: Farmer, Brian, Hirschler Fleischer Video
Dec. 19, 2013: Gilfedder, Neil, MSCI Video
Nov. 21, 2013: Doll, Bob, Nuveen Video
Oct. 29, 2013: Brakke, Tom, Research Puzzle Video
Oct. 15, 2013: Falk, Michael, Focus Consulting Group Video
Oct. 1, 2013: Ristuben, Erik, Russell Investments Video
Sep. 17, 2013: Dickson, Dick, Lowry Research Video
May 23, 2013: Various, CFA Virginia Video
May 23, 2013: Nicholas, Georgette, Genworth Financial Video
May 15, 2013: Moran, Matt, CBOE Video
Apr. 18, 2013: Shankar, Samarjit , Bank of New York Mellon Video
Apr. 9, 2013: Chincarini, Ludwig , Acclaimed Author Video
Mar. 26, 2013: Merk, Axel, Merk Investments Video
Mar. 12, 2013: Allen, Travis A., Bernstein Wealth Management Video
Feb. 21, 2013: Cronin, Barry , Taylor Investment Advisors, LP Video
Jan. 22, 2013: Rogers, John, CFA Institute Video
Jan. 9, 2013: Jacob, Jai, Lazard Asset Management LLC Video
Dec. 13, 2012: Scott, John Cole, Closed-End Fund Advisors Video
Nov. 27, 2012: Lilly, Trip, PIMCO Video
Nov. 6, 2012: Robinson, Ken, CFA Institute Video
Oct. 9, 2012: Fund, John, Wall Street Journal Video
Sep. 12, 2012: Meissner, Fred, Fred Report Video
May 17, 2012: Catalano, Vinny, Blue Marble Capital Management Video
Apr. 3, 2012: Gartman, Dennis, Gartman Newsletter Video
Mar. 1, 2012: Various, Lyster Watson & Co. Video
Feb. 2, 2012: Hood, Michael, J.P. Morgan Asset Management Video
Jan. 17, 2012: Dorsey, Thomas J., Dorsey Wright & Associates Video
Dec. 15, 2011: Marshall, Marshall, Cary Street Partners Video

To see/hear the above recorded presentations, click here.