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.
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.
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 to non-members.
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 to non-members.
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 to non-members.
On Friday, October 28, at Richmond's Dominion Arts Center (CenterStage), from 12:00 to 1:30 pm, we welcomed Christopher Coughlin to discuss "Sovereignty, Security and Trade: Trends Challenging the International Order." The event was free to members and $25 to non-members.
On Thursday, October 27, at the University of Richmond's Jepson Hall, from 4:30 to 6:30 pm, we hosted the annual CFA Society Virginia Investment Research Challenge. The event featured Performance Food Group's Michael Neese.
On Tuesday, October 4, at the Richmond's Westwood Club, CFA Society Virginia welcomed Ardavan Mobasheri is a Managing Director and Chief Investment Officer at ACIMA Private Wealth where he oversees the overall management of assets. Mobasheri's presentation is entitled "The Global Economy: Lessons From the Past, Experience From the Present, Projecting the Future". The event was free to members and $25 to non-members.
On Thursday, September 22, at the Richmond's Westin Hotel, CFA Society Virginia welcomed Daniel Palazzolo, professor and chair of Political Science at the University of Richmond and co-director of the John Marshall International Center for Statesmanship. Dr. Palazzolo discussed the election and political landscape. The event was free to members and $25 to non-members.