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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October 12, 2017: Sarah Lee Kjellberg, Blackrock

October 13, 2017

On Thursday, October 12, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcome Sarah Lee Kjellberg, director, Blackrock, to discuss ESG: Environmental, Social Governance Investing. The event was free to members and $25 to non-members.

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October 4, 2017: Nancy Everett, VCU Investment Management Company

October 5, 2017

On Wednesday, October 4, at Richmond's Westin Hotel, from 12:00 to 1:30 pm, we welcome Nancy Everett, chief executive officer and chief investment officer, VCU Investment Management Company, to discuss Thoughts on Investing. The event was free to members and $25 to non-members.

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April 6, 2017: Jim Colby, Van Eck Associates Corporation

April 7, 2017

On Thursday, April 6, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, we welcomed Jim Colby, senior municipal strategist and portfolio manager, Van Eck Associates Corporation, to discuss investment management strategy. The event was free to members and $25 to non-members.

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March 22, 2017: Brian Farmer, Hirschler Fleisher

March 23, 2017

On Wednesday, March 22, at the Westin Hotel, from 12:00 to 1:30 pm, we welcomed Brian Farmer to discuss individual and institutional investment management strategy. The event was free to members and $25 to non-members.

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February 13, 2017: Nick Sargen, Fort Washington Investment Advisors, Inc.

February 15, 2017

On Monday, February 13, at the Westwood Club, from 12:00 to ​​1:30 pm, we welcomed Nick Sargen to discuss his topic: "Is Trump's Election a Game Changer?" The presentation will highlight the role that small and mid-sized companies may play in an American revival, and the need for increased business capital spending to spur productivity growth. It will then focus on policies relating to corporate taxes, government spending, international trade and exchange rates.  Similarities and differences with the Reagan years will be noted, including the prospect for outsized budget and trade deficits and their impact on bond yields. The webinar will conclude with an assessment of "Trumpenomics" and where markets are likely headed. Sargen is chief economist of Fort Washington Investment Advisors, Inc. The event was free to members and $25 t​o non-members.

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January 10, 2017: Teri Lovelace, Virginia Community Capital

January 11, 2017

On Tuesday, January 10, at the Westwood Club, from 12:00 to ​​1:30 pm, we welcomed Teri Lovelace to discuss "Impact Investing." Lovelace is Chief Impact Officer of Virginia Community Capital, Inc. (VCC), a nonprofit community development financial institution and banking entity providing innovative loan, deposit and investment solutions for community & economic development projects in Virginia. VCC’s projects have a positive community impact in low- to moderate-income communities and in underserved geographies by creating jobs, enhancing quality of life and promoting vibrant places.  The event was free to members and $25 t​o non-members.

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November 18, 2016: Meb Faber, Cambria Investment Management

November 22, 2016

On Friday, November 18, at the Omni Richmond, from 12:00 to ​​1:30 pm, we welcomed Meb Faber to discuss "The Future of Taxable Client Asset Management - The Four Biggest Investor Mistakes and How to Fix Them." The event was free to members and $25 t​o non-members.

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November 3, 2016: John Hanson, Artifice Forensic Financial Services

November 4, 2016
On Thursday, November 3, at the Westin Richmond, from 12:00 to ​​1:30 pm, we welcomed John Hanson to discuss "Why People Commit Fraud and How Organizations Can Better Protect Themselves from the Consequences." The event was free to members and $25 t​o non-members.
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