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CFA Society Columbus

I T I S T H E MI S S I O N O F T H E C F A C O L U MB U S S O C I E T Y T O P R O MO T E I N V E S T ME N T E X C E L L E N C E

A N D S E R V E T H E I N V E S T ME N T P R O F E S S I O N A L C O MMU N I T Y I N C E N T R A L O H I O .

Inside CFA Columbus October 2017

CFA Columbus readies for the 2017-2018 programming year

Following an election and transition in the Columbus CFA Society’s board, work behind the scenes

is underway to attract talented speakers, deepen our connections with students and universities

in the area, and to support local events including the annual golf outing.

The upcoming list of speakers between now and the end of the year is stacked full of excellent

talent. There will be a dinner held in November with RJ Hottovy from Morningstar for the New

Charter Dinner. In addition, lunch events will include representatives from Wellington Capital

Management, First Eagle Investment Management, and Aegon Investment Management. Keep

an eye out for invitations to each event as we look forward to your attendance and participation.

Earlier this year, we held a research challenge that attracted some of the most passionate stu-

dent teams in the area, a number of speakers, and judges who evaluated each research presen-

tation and report. Steve Cavalieri led the effort and is now handing the baton to Megan Eberhart. You will hear more about the next event (and a call for volunteers) as we get closer to it.

Finally, for those who attended or supported the golf outing, thank you very much. It was an excel-

lent turnout and we look forward to a future event. See page 5 for a list of the results.

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Upcoming Events

Inside CFA Columbus

Title Location Info Date Start Time

Mark Lynch

Wellington Capital Management Sheraton on Capitol Square 10/18/2017 12:00 pm

New Charter Award Night

RJ Hottovy, Morningstar Westin Downtown 11/14/2017 5:30 pm

Matt McClennan

First Eagle Investment Management Sheraton on Capitol Square 11/29/2017 12:00 pm

Frank Rabinsky

Aegon Investment Management Sheraton on Capitol Square 12/5/2017 12:00 pm

CFA Institute Fixed-Income Manage-

ment Conference Boston, MA October 12-13

Level 1 CFA Exam 12/2/2017

You may also check out the details of events at our website: www.cfasociety.org/columbus

Brian Wright, CFA President

Brian Wright, CFA, President

Ankit Gupta, CFA, Vice President

Zach Amendolea, CFA, Treasurer

Debra Huland, CFA, Assistant Treasurer

Josh Frazier, CFA, Advocacy

Megan Eberhart, CFA, Research Challenge

Ken Chee, CFA, University Relations

Henry Song, CFA, Membership

Gary Foust, CFA, Technology

Seton Staley, CFA, Secretary

David Klink, CFA ProgrammingJennifer Montenaro, Executive Administrator

CFA SOCIETY OF COLUMBUS BOARD MEMBERS

The 2017-2018 calendar year begins with a strong lineup of speakers

and events. Keep an eye out for our regular emails with additional infor-

mation.

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Inside CFA Columbus Special Reports

Columbus Contributes to Global Brand Campaign

In continuation of our support for the CFA Insti-

tute’s global branding campaign, we have made

some revisions to our advertisements at the Co-

lumbus airport. These ads reflect newly released

material from the institute and were designed to

more prominently display the local society.

Each of these is placed on a rotation on 80”

monitors of all three concourses at the John

Glenn International Airport (CMH). Look at the

side walls going to or coming back from your next

flight.

The themes were chosen to reflect wealth man-

agement and the rigor that goes into earning the

CFA charter. Both are important aspects to Colum-

bus and should help to raise awareness with em-

ployers, investors, and the community.

August 2017 Photo from Concourse A

August 2017 Photo from Concourse B

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Society Leadership Conference in Philadelphia

Inside CFA Columbus

Education

At the 2017 Society Leadership Conference in Philadelphia, Josh Frazier (President), Zach Amendolea (Assistant Treasurer) and Jen Montenaro (Executive Administrator) represented the CFA Society of Columbus.

Society leaders from across the globe met from May 21-24 to share ideas and interact with the CFA Institute. Columbus rep-resentatives came away from the conference energized. Our local society has been thriving with membership retention rates amongst the highest of any CFA society in the world. Many Midwest societies were envious of our high profile speakers and well-functioning board.

New initiatives to be looking for include:

Mentorship program with local college students. Contact Ken Chee is you would like to volunteer as a mentor.

High School financial literacy presentations. Contact Josh Frazier if you have a connection to a high school econom-ics, internship, or business teacher.

All Ohio CFA Event. As one of only two states in the US to have 4 CFA Societies, there are efforts in motion to have an all Ohio CFA event.

Branding. The CFA Institute awarded brand funding to all CFA Societies. Be looking for ads at the Columbus airport. This could grow over time as the CFA Institute continues to make branding and awareness a priority as one way to pro-vide value to charterholders.

The CFA institute is exploring mandatory continuing education and mandatory local society membership. There was also dis-cussion around electronic testing for the CFA exams. No changes to those three items as this time. Josh, Zach, and Jen were appreciative of the opportunity to represent CFA Society of Columbus at this event. Please let any board member know if you have any suggestions for our society. For members who would like to read more about the conference and see videos, follow this link: http://cfainstitute.gallery.video/annual

Josh Frazier

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Inside CFA Columbus Special Reports

Golf Outing Results