CFA Society Columbus

Join us December 10 for our latest lunch series: Variables and Implications of the Energy Transition. Our panelists are David A., managing director at Octane Investments; Abe Lang, manager of strategy and risk at NiSource; and John Tysseland, co-portfolio manager and principal for EIP. Register now! https://lnkd.in/gFv-j4aX

Join us on November 14, 2024, to hear from Christopher Huemmer, CFA, Senior Investment Strategist at Northern Trust Asset Management. He will discuss why real assets make sense in today’s environment. After dinner, we will recognize our new charter recipients! Cocktails at 5:15, dinner at 6:15. Register now https://lnkd.in/gtXqjTS5

Come get up close and personal with your local distillery! Join the CFA Society of Columbus for a distillery tour (and tasting … best part) on November 7. Spots are limited, so register soon to get your place! This is one not to miss.  https://lnkd.in/gGFWSfJq

Time is running out to sign up for this great program! Help us make it a success by registering to be a mentor.

Have you signed up yet to participate in our mentorship program? Being a mentor is a rewarding way to give back to our community and foster the next generation of great investment talent!

Don't forget to register for our next lunch event on October 15! Registration closes Thursday, October 10, at noon.

The 2024/2025 mentorship program is underway! The program connects current students considering a career in investment management and interested in becoming a CFA charterholder with seasoned investment professionals. For students, this is a great way to identify a mentor who can provide valuable perspectives on the investment industry. Register to become a mentor or mentee today! https://lnkd.in/g4vv-t7p

Join us October 15 for our next lunch speaker series, “Mythbusting ESG: Friend or Foe.” We’ll be joined by Lenore Reiner, CFP, CSRIC, Executive Director for Calvert Research, and Preeti Bhattacharji, Head of Sustainable Investing for J.P. Morgan's US Private Bank. Together, they’ll discuss common misconceptions about ESG, its impact on businesses, investors, and society, and whether it serves as a beneficial framework or a potential hindrance to corporate success. Register now https://lnkd.in/gN-c6rFT

Thanks to all who attended our lunch speaker series on Thursday. We had a full house for a great talk from Dale Rosenthal and Bryan Sandvig, who discussed the benefits of a liquid factor model in understanding portfolio risks. We hope to see you at our next event. 

Join us for our next lunch speaker series on September 19 at noon at the Plaza on Capitol Square (fka the Sheraton). Dale Rosenthal, PhD, Director of Derivatives Research at Parametric Portfolio Associates, and Bryan Sandvig, Executive Director of Institutional Relationships at Parametric Portfolio Associates, will review a new factor model using liquid instruments which are transparent, cheap, and efficient to trade, intended to create more intuitive and less-correlated risk factors. Register now! https://lnkd.in/gqzEMBVf