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CFA Society Dayton

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Dayton, OH
CFA Society Dayton

The CFA Society of Dayton promotes high standards of competence and ethics as embodied in the Charter

10/29/2026

Tell a large language model that a portfolio manager protected 77% of investor capital in a market sell-off, and it scores the manager’s drawdown management one way.

Tell it the same manager lost 23% of investor capital, same event, same numbers, and it scores it differently.

This is framing bias: a cognitive bias in which identical information leads to different decisions depending on how it is presented. A new CFA Institute Research and Policy Center report, Managing LLM Bias in Investing: From Detection to Mitigation, found this effect consistently across nine large language models and ten investment scenarios.

The report also compares approaches to mitigating bias.

Read the report: https://cfainst.is/4hQBf6e

10/27/2026

Save the dates! CFA Society Dayton has an outstanding speaker lineup ready for our upcoming luncheons. Join us for high-impact industry insights, thought leadership, and networking with fellow finance professionals across the Dayton region.

- November 10: Featuring Doug Manor, Managing Director and Senior Member of the Private Investment Portfolios and Co-Investments Team at Neuberger

- December 9: Featuring Spencer Martin, Regional Director - Midwest at Eventide

- January 13: Featuring Phillip Toews, CEO & Founder at Toews

A huge thank you to Neuberger for sponsoring our November luncheon! Registration is now open for November 10th! Secure your spot here: https://lnkd.in/es3N-8fJ.

10/23/2026

Mark your calendars!

Join CFA Society Dayton for our November Luncheon on Tuesday, November 10th, from 12:00 PM – 1:00 PM at NCR Country Club.

We are excited to welcome Doug Manor, Managing Director at Neuberger and senior member of the Private Investment Portfolios and Co-Investments team. Join us for lunch, networking, and industry insights!

Register today at https://lnkd.in/es3N-8fJ.

A special thank you to our event sponsor, Neuberger.

10/20/2026

AI is reshaping how investment decisions get made. Are you building the framework to work with it, or catching up after the fact?

In this webinar, Andrew Chin joins Frank Fabozzi, CFA, for a direct conversation on what AI integration actually looks like inside the investment process: where it adds analytical leverage, where human judgment still drives outcomes, and what practitioners need to understand now to apply these tools with rigor.

This is part of the Conversations with Frank Fabozzi, CFA series, built around the kind of substantive exchange that moves your thinking forward.

Register now: https://cfainst.is/4yzYjxy

CFA Institute members can self-report 1 PL credit for attending.

10/15/2026

Looking for a meaningful way to give back to the local finance community?

CFA Society Dayton needs 5 more volunteers to serve as mentors for the CFA Institute Research Challenge!

You will be paired with a team of university students to provide guidance and feedback as they navigate the competition.

- Role: Student team mentor
- Commitment: No more than 6 volunteer hours
- Timeline: October 2026 – February 2027

Interested in making an impact? Send an email to [email protected] to get involved.

10/13/2026

Take your finance career to the next level with CFA Society Dayton.

Whether you’re a local CFP®, analyst, wealth advisor, or university student looking to get a head start, CFA Society Dayton provides the tools and connections to advance your career.

What you get:
- Continuing Education: Earn credits through 8 PL events annually.
- Local Networking: Connect with local finance and investment professionals.
- Actionable Insights: Gain actionable industry insights and economic perspectives you can apply directly to your work.

Annual Dues:
- Professionals: $225
- University Students: $20

Join today: cfasociety.org/dayton

10/08/2026

Which alternatives actually earn a place in a wealth portfolio, and which may be less suitable?

This webinar focuses on the practical questions. Kelly DePonte, Daniil Shapiro CFA, and Peter Hecht bring direct practitioner perspectives on how to evaluate alternative investments for wealth clients, what drives portfolio fit, common allocation challenges, and how to make the case with confidence.

If you advise clients on portfolio construction or oversee alternative allocations, this session can help strengthen your approach.

Register now: https://cfainst.is/4zYRzdr

CFA Institute members can self-report 1 PL credit for attending.

10/05/2026

Planning to attend our upcoming October Luncheon? Don’t forget to reserve your seat!

Join CFA Society Dayton on Wednesday, October 14th for an economic update with Julianne Dunn, Regional Executive of the Cincinnati Branch of the Federal Reserve Bank of Cleveland.

Julianne will break down the latest on the Federal Reserve System, regional market growth trends, outlooks on housing, the labor market, and more.

Please register by Wednesday, October 7th, so we can provide an accurate headcount to the venue for catering.

Event Details:
- Date: October 14, 2026
- Time: 12:00 – 1:00 PM
- Location: NCR Country Club

Admission:
- Local Members: Free
- Non-Members & Guests: $30
- Student Members: $10

Reserve your spot here: https://lnkd.in/gB6xSCpq

Questions about registration? Reach out to our team at [email protected]. We look forward to seeing you there!

09/30/2026

Don't miss CFA Institute LIVE 2027: Where better investment judgment is built

Join industry peers from around the globe to build stronger professional judgment under pressure. Today, September 30th, is the last day for CFA Society Dayton members to take advantage of exclusive member registration.

Secure your place today: https://cfainst.is/LIVE2027

09/29/2026

What forces are currently shaping our regional economy?

Join CFA Society Dayton on Wednesday, October 14th, for our October Luncheon featuring guest speaker Julianne Dunn, Regional Executive of the Cincinnati Branch of the Federal Reserve Bank of Cleveland.

Julianne will break down the latest on the Federal Reserve System, regional market growth trends, outlooks on housing, the labor market, and more. It’s a great opportunity to connect with local professionals over lunch while staying ahead of economic shifts.

When: October 14, 2026 | 12:00 – 1:00 PM
Where: NCR Country Club

Register here: https://daytoncfasociety.starchapter.com/meetinginfo.php

We hope to see you there!

Address

Dayton, OH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://daytoncfasociety.starchapter.com/

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