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

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.

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

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.

January 10, 2018: Brad Case from Nareit

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. 

November 29, 2017: Paul Nowak from IRIS Reading

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.

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

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. 

October 12, 2017: Sarah Lee Kjellberg, Blackrock

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.

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

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.

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

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.

March 22, 2017: Brian Farmer, Hirschler Fleisher

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.

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

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.