Nov. 7, 2018: Katie Stockton from Fairlead Strategies

November 12, 2018

On Wednesday, November 7, at Richmond's Westin Hotel, CFA Society welcomed Katie Stockton, founder and managing partner from Fairlead Strategies. The event ran between 12:00 and 1:30 pm. The presentation, focused on technical research, was free to members and $25 to non-members.

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June 13, 2018: Rory Ewing from Neuberger Berman

July 31, 2018

On Wednesday, June 13, at Richmond's Westin Hotel, CFA Society welcomed Rory Ewing, vice president of Neuberger Berman. The event ran between 12:00 and 1:30 pm. The p​​resentation, entitled Options, Volatility and Opportunities, was free to members and $25 t​o non-members.

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June 18, 2018: Paul Smith from CFA Institute

June 20, 2018

On Monday, June 18, at Richmond's Westwood Club, CFA Society welcomed CFA Institute President and CEO Paul Smith for the society's Annual Meeting and Election of Officers. The event ran between 4:30 and 7:00 pm.

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June 18, 2018: CFA Virginia Sociey Update and Election of Officers

June 20, 2018

On Monday, June 18, at Richmond's Westwood Club, CFA Society hosted its Annual Meeting and Election of Officers. The event ran between 4:30 and 7:00 pm.  Cheryl Page, outgoing CFA Society Virginia president, and current CFA Society Virginia President William Bunting provided updates and welcomed new officers.

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April 18, 2018: Lee Ferridge from State Street Global Markets

April 26, 2018

On Wednesday, April 18, at Richmond's Omni Hotel, CFA Society welcomed Lee Ferridge, Head of Macro Strategy, North America, from State Street Global Markets. The event ran between 12:00 and 1:30 pm. The presentation, entitled Global Liquidity: The Clock Is Ticking, was free to members and $25 t​o non-members.

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April 11, 2018: Clayton Triick from Angel Oak Capital Advisors

April 13, 2018

On Wednesday, April 11, at Richmond's Westin Hotel, CFA Society welcomed Clayton Triick, Portfolio Manager, from Angel Oak Capital Advisors. The event ran between 12:00 and 1:30 pm. The presentation, entitled Mortgage Backed Securities and the Real Estate Outlook, was free to members and $25 t​o non-members.

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March 21, 2018: Nick Sargen from Fort Washington Investment Advisors

March 26, 2018

On Wednesday, March 21, at Richmond's Westin Hotel, CFA Society welcomed Nick Sargen, Chief Economist, from Fort Washington Investment Advisors. The event ran between 12:00 and 1:30 pm. The presentation, entitled Investing Amid Heightened Volatility: How Economic Policies Impact Finance, was free to members and $25 t​o non-members.

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January 10, 2018: Brad Case from Nareit

January 14, 2018

On Wednesday, January 10, at Richmond’s Westin Hotel, CFA Society welcomed Brad Case, Senior VP, Research & Industry Information, from Nareit. The event ran between 12:00 and 1:30 pm. The presentation, entitled Long-Term Investment Attributes - Public & Private Real Estate, was free to members and $25 t​o non-members. 

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November 29, 2017: Paul Nowak from IRIS Reading

December 1, 2017

On Wednesday, November 29, at the Omni Richmond, CFA Society hosted Paul Nowak, founder and program director at IRIS Reading. Nowak discussed speed reading techniques and comprehension - a great way to get ahead in our fast-paced world. The event ran between 12:00 and 1:30 pm and was free to members and $25 t​o non-members.

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November 2, 2017: Investment Research Challenge Presentation Featuring John Asbury from Union Bank

November 3, 2017

On Thursday, November 2, at University of Richmond’s Gottwald Science Center Auditorium, CFA Society hosted the Investment Research Challenge Presentation. Featuring John Asbury, CEO from Union Bank, the event ran between 4:30 and 6:30 pm. The presentation gives an overview of the bank's history and philosophy, as well as its pending acquisition of Zenith Bank. 

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