CFA Society Virginia

Join us for a Speaker Luncheon as CFA Society Virginia presents Scott Kefer, CFA, Senior Portfolio Manager - Victory Capital Solutions. "Introducing the Next-Generation of Free-Cash Flow Investing" Wednesday, December 11, 2024 12pm https://lnkd.in/gv6xez8D

Join us for a Speaker Luncheon as CFA Society Virginia presents Bob Elliott, Co-Founder, CEO, and CIO of Unlimited. "Hedge Funds and the Big Evolution in Replication Approaches" Wednesday, October 30th 12pm https://lnkd.in/eBxtcc_x See insights and ads Boost post Like Comment Share

The Richard A. Mayo Center for Asset Management at the UVA Darden School of Business invites you to join us for the 17th annual University of Virginia Investing Conference (UVIC). This year’s UVIC is a reception and dinner event at The Forum Hotel featuring guest speaker Kate Moore, head of thematic strategy for BlackRock's Global Allocation Team, and moderated by Tyler Mathisen, Co-Anchor, "Power Lunch" and Vice President, Events Strategy, CNBC. For more information: https://lnkd.in/eXw4YkkG CFA Society Virginia members attend for only $50. Contact Ellen Borges at [email protected] to receive the discount code.

Join us for a Speaker Luncheon as CFA Society Virginia presents Bob Elliott, Co-Founder, CEO, and CIO of Unlimited. "Hedge Funds and the Big Evolution in Replication Approaches" Wednesday, October 30th https://lnkd.in/eBxtcc_x

Joins us on Thursday, October 3rd! Opportunity Zone Investing: Capital Square’s Experience, Current Projects, and Outlook with Property Capital Square Founder and Co-CEO Louis Rogers and Co-Head of Development Natalie Mason will present an overview of qualified opportunity zone (“QOZ”) real estate investing and share insights from Capital Square’s extensive experience in this space since 2019. QOZs were created as part of the Tax Cuts and Jobs Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities. By providing tax benefits to investors, QOZ investments are intended to promote economic growth in distressed areas. The presentation will include a tour of one of Capital Square’s completed opportunity zone investments, The Otis, and insight into current and future developments. https://lnkd.in/esby25hW

Join us on Wednesday, September 25th at 12pm "Year-End Market Insights: Fed, Elections, and Volatility Explained" with Tom Essaye, Founder & President of Sevens Report Research Online Event https://lnkd.in/evW4rZE9

Join us on Wednesday, September 25th at 12pm "Year-End Market Insights: Fed, Elections, and Volatility Explained" with Tom Essaye, Founder & President of Sevens Report Research Online Event https://lnkd.in/eYsGy9m7

Joins us on Thursday, October 3rd! Opportunity Zone Investing: Capital Square’s Experience, Current Projects, and Outlook with Property Capital Square Founder and Co-CEO Louis Rogers and Co-Head of Development Natalie Mason will present an overview of qualified opportunity zone (“QOZ”) real estate investing and share insights from Capital Square’s extensive experience in this space since 2019. QOZs were created as part of the Tax Cuts and Jobs Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities. By providing tax benefits to investors, QOZ investments are intended to promote economic growth in distressed areas. The presentation will include a tour of one of Capital Square’s completed opportunity zone investments, The Otis, and insight into current and future developments. https://lnkd.in/esby25hW

CFA Society Virginia is pleased to introduce our Board of Directors for the upcoming year. Each member brings valuable experience, insights and a dedication to serving our members. The Board will help our society to promote excellence in the financial industry. We look forward to working together to strengthen our community, provide innovative programs, and support the professional growth of our members. Ashby Price, CFA - President John Ellison, CFA - Vice President/Programming Cory Bunting, CFA - Treasurer Tyson Peterson, CFA - Secretary Matthew Cullen, CFA Chip Hughey, CFA Jean McGowan, CFA Chris Milligan, CFA Thomas Neuhaus, CFA Jeff Omohundro, CFA Tyler Pugh, CFA

This is your last chance to renew your membership to CFA Society Virginia before it lapses! Renew by August 31st and continue to be a part of our community of investment professionals setting the standard in Virginia. https://conta.cc/3KrH1Lm