Upcoming Events

"Kick Back with the Kickers – Food, Drinks & Fun on Us!"

Bring the kids and enjoy a night of soccer, snacks, and cheers for the whole family.

Speaker Lunch - "Are Cracks Emerging?"

Are Cracks Emerging? CFA Society Virginia presents Cayla Seder from State Street Markets. Resiliency has become status quo as equities and risk taking continue to defy a sea of challenges. Over the past four years has the market muscle grown stronger, able to finesse its way to profits no matter what the economy and financial institutions throw its way? Or are we just putting off the inevitable, each day treading closer to a financial crisis? Is the path forward not so bifurcated, and somewhere in the middle, full of choppy ups and downs?   We assess what is holding up the market, where the risks lie and what it means for risk taking and allocation moving forward. More specifically, we’ll assess how the path of the Fed, availability of liquidity and current credit environment are influencing institutional asset allocation.  Cayla Seder Cayla Seder is a Senior Macro Strategist within the Multi-Asset Strategy team at State Street Markets. Cayla focuses on analyzing traditional macro factors and monetary policy in tandem with proprietary indicators to formulate foreign exchange, fixed income and equity market views for State Street’s range of clients. She is a frequent commentator in the financial press — both written and TV. Prior to joining the Multi-Asset Strategy team in 2022 Cayla was an officer on the Global Market’s FX Sales team which she joined after completing State Street’s Professional Development Program. Cayla holds a Bachelor of Science degree in economics and political science from Northeastern University and a Master of Science degree in Finance and Investment Analysis from Boston University.  Registration for this event is complimentary for members of CFA Society Virginia and CFA candidates. Guest registration is available for $25.

Speaker Lunch - "Moneyball for Investing: A Total Portfolio Approach to Beating Your Benchmark"

Moneyball for Investing: A Total Portfolio Approach to Beating Your Benchmark CFA Society Virginia presents John Ellison, CFA, Managing Director & Chief Compliance Officer, Richmond Quantitative Advisors Advisors and allocators live under a dual mandate: 1) keep up with a stock/bond benchmark; and 2) avoid the big losses clients never forget. Borrowing from Moneyball, this interactive session shows how a total portfolio approach (more independent bets, capital-efficient funds, and a few undervalued return drivers) can improve your odds on both. John D. Ellison, CFA Managing Director & Chief Compliance Officer, Richmond Quantitative Advisors John founded Richmond Quantitative Advisors in 2017. He leads the firm's investment operations and oversees its strategies and portfolios, including the design of RQA's quantitative models and data infrastructure. He has spent more than a decade developing and managing systematic investment strategies. Before founding RQA, John was an investment banker at Matrix Capital Markets Group and Ewing Bemiss & Co., advising on mergers and acquisitions, capital formation and valuations. Earlier, he was an equity research analyst covering Energy and Infrastructure at BB&T Capital Markets. His team there was recognized in the 2013 Financial Times StarMine Awards as #1 Top Stock Pickers. He began his career in business valuation at Keiter Stephens. John holds a B.S. in Finance from the College of William & Mary and is a CFA charterholder.   Registration for this event is complimentary for members of CFA Society Virginia, CFA candidates and CAIA Members. Guest registration is available for $25. Registration Closes at 11:30am on Monday, November 9th Admission is limited for this event. If you register and later realize you will be unable to attend, please let us know as soon as possible so that someone else can take your spot. Please register by 11:30am, November 9th to secure your spot. The CFA Society Virginia pays for the events on a per person basis based on the number of RSVPs received. If a member RSVPs that they will be attending and does not attend, CFA Society must still pay for that person. In many instances, this adds up to hundreds of dollars per event. Please be sure to cancel your reservation as soon as possible if you later realize you will be unable to attend.