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.
On Wednesday, May 16, at 5:30 pm at Richmond, Virginia's, Westwood Club, CFA Society Virginia held its annual meeting. At the event, annual finances were covered, officers were elected, and the state of the overall society was discussed.
On Wednesday, April 6, at Richmond's Westin Hotel, from 12:00 to 1:30 pm, we welcomed Peter Atwater, founder of Financial Insyghts, to discuss how changes in confidence affect our preferences, decisions and actions. He is the author of the book Moods and Markets (FT Press, 2012) which details how investors can improve returns by using non-market indicators of confidence. Atwater is a regular contributor to Minyanville.com and has written articles for the World Policy Institute. His research on confidence has been mentioned in The Financial Times, Reuters and Time Magazine. Atwater has also been a commentator on television, appearing on CNBC and Fox Business News. The event was free to members and $25 to non-members.
On Thursday, March. 17, at Richmond's CenterStage, from 12:00 to 1:30 pm, we welcomed Kevin T. Carter, founder of EMQQ, The Emerging Markets Internet & Ecommerce ETF, to discuss "The Future of Emerging Markets". The event was free to members and $25 to non-members.
On Friday, March 11, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, CFA Virginia welcomed Jonathan Golub, Chief Equity Strategist from RBC Capital Markets, to discuss equity outlook, market forecasts, earnings estimates and sector recommendations. Jonathan is a 20-year industry veteran, having spent the bulk of his career on the buy side, including six years at JP Morgan Asset Management as its US Equity Strategist. He has also served as the Chief Investment Strategist for Bear Stearns and Chief US Equity Strategist at UBS. The event was free to members and $25 to non-members.
On Thursday, Feb. 18, at Richmond's Omni Hotel, from 12:00 to 1:30 pm, CFA Virginia welcomed Jeff deGraaf from Renaissance Macro Research to discuss "Current Market Outlook". The event was free to members and $25 to non-members.
On Wednesday, Feb. 10, at Richmond's Commonwealth Club CFA Virginia celebrated its Annual Forecast Dinner. The event was from 6:00 - 9:00 pm and featured a presentation by CFA Institute's Stephen Horan. Here, Horan details what CFA Institute is doing to support CFA Virginia and all CFA societies.