CFA Society Virginia

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Richmond, VA
CFA Society Virginia

An association of investment professionals from around the Commonwealth of Virginia.

Founded in 1951, CFA Society Virginia is an association of investment professionals from around the Commonwealth of Virginia. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we:

promote ethical and professional standards within the investment industry,
encourage professional development through the CFA Program and continuing education,

facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
work to further the public's understanding of the CFA designation and investment industry. As a CFA Institute member society, CFA Society Virginia connects members to a global network of investment professionals.

08/12/2026

Don't miss out! Registration closes at 11:30am on Thursday, 8/13!

"Private Markets Evergreen Funds – How They Work & How Wealth & Institutional Clients Are Using Them"

Join CFA Society Virginia on August 18 for an engaging discussion on Private Markets Evergreen Funds with Drew Schardt and Jeff Merschel of Hamilton Lane.

Learn how evergreen private market funds are being used by wealth advisors and institutional investors, explore key differences from traditional private funds, and gain insights into liquidity, valuations, portfolio construction, and current market trends.

📅 Tuesday, August 18, 2026
🕛 12:00 PM
📍 The Westin Richmond

We hope to see you there!

https://lnkd.in/er7vxEE4

08/05/2026

"Private Markets Evergreen Funds – How They Work & How Wealth & Institutional Clients Are Using Them"

Join CFA Society Virginia on August 18 for an engaging discussion on Private Markets Evergreen Funds with Drew Schardt and Jeff Merschel of Hamilton Lane.

Learn how evergreen private market funds are being used by wealth advisors and institutional investors, explore key differences from traditional private funds, and gain insights into liquidity, valuations, portfolio construction, and current market trends.

📅 Tuesday, August 18, 2026
🕛 12:00 PM
📍 The Westin Richmond

We hope to see you there!

https://lp.constantcontactpages.com/ev/reg/2n52ghn

03/31/2026

CFA Society Virginia Stock Pitch Competition 2026

Join us for our 3rd CFA Society Virginia Stock Pitch Competition as we welcome teams from six Virginia universities to the competition.
The competition has many of the same foundations as the CFA Research Challenge, but we allow teams to choose their own company and we are emphasizing the in-person presentation more than the written report. Each presentation will consist of an 8-minute presentation and 3 minutes of Q&A.

We have 9 teams participating this year from Christopher Newport University, Hampden-Sydney College, James Madison University, University of Richmond, University of Virginia, and Virginia Commonwealth University.

The presentations will be followed by a reception and presentation of the results.

Come out and support the teams!

Register Here:

https://lnkd.in/eTpRZzbA

03/24/2026

The Momentum Factor - An overview of the market anomaly, its benefits as an alpha source, and applications in a style-conscious world

Please join us for a Presentation & Happy Hour at The Hofheimer Building, as CFA Society Virginia presents Travis Prentis, CEO of The Informed Momentum Company (IMC).

🗓 Wednesday, April 29, 2026
⏰ 4:30 PM
📍 Historic Hofheimer Building

https://lnkd.in/e_GP-kHh

03/12/2026

Join us for a Presentation & Happy Hour at Brambly Park, as CFA Society Virginia presents Brian Ellis, CFA, Morgan Stanley Investment Management.

"Active Fixed Income Trends in 2026"

Wednesday, March 25th
4:30pm
Brambly Park

https://lnkd.in/erCVxWmc

03/03/2026

"High Net Worth Solutions 130/30 Extension and Stock Strategies"

Join Us for a Speaker Lunch with Joseph Ferrara, Gateway Investment Advisers.

🗓 Thursday, March 12, 2026
⏰ 12:00 PM
📍 The Westin

https://lnkd.in/eQvSFyZE

01/22/2026

⏰ We’re just over one week away!

Excitement is building as we count down to this special evening.

Haven’t registered yet? There’s still time to join us.

Join us on Thursday, January 29th for our

22nd Annual Forecast Event & Celebration of the 2025 CFA Charter Recipients

Featuring Guest Speaker Richard Brink, CFA, Market Strategist - Client Group, AllianceBernstein in a Fireside Chat

https://lnkd.in/eCG5e35H

12/01/2025

🎳🎄 Let’s Roll Into the Holidays! 🎄✨

The festive season is here, and we’re celebrating in style! Join us for a cheerful evening filled with holiday bites, merry drinks, joyful music, and bowling fun at River City Roll.

Come spread some Christmas cheer, connect with friends and colleagues, and kick off the season with laughter and good times. Hope to see you there! 🎅❄️

📍 River City Roll - 939 Myers St, Richmond, VA 23230

📅 December 4, 2025

🕔 5:15 PM

https://lnkd.in/e6mQ_q6Q

10/23/2025

📉 Rate Cuts, AI Bubbles, and Recession Risks: Can Stocks Finish the Year Strong? 📈

Join us for an exclusive Zoom Webinar with Tom Essaye, Founder and President of Sevens Report Research

🗓 Date: Wednesday, November 5, 2025
🕛 Time: 12:00 PM ET
💻 Location: Zoom (link below to register)

🎁 Bonus for attendees:
All participants will receive two weeks of free access to the daily Sevens Report and 10% off any subscription.

👉 Register here: https://lnkd.in/eW8-asqn

09/09/2025

Exploring the Backdrop for Active Managers to Highlight Our Repeatable Process 📈

Join us for a Speaker Breakfast with Chris Smith, Portfolio Manager of the Antero Peak Group, as he discusses how today’s investment environment could favor active management and shares the team’s fundamentally driven process.

📅 Date: Wednesday, September 17, 2025
🕗 Time: 8:30 AM
📍 Location: The Westin

Start your morning with great insights, networking, and breakfast. Don’t miss this opportunity to hear from an experienced investment leader.

🔗 https://lnkd.in/eSWMYhRc

Address

PO Box
Richmond, VA
31441

Website

http://www.cfasociety.org/virginia/pages/default.aspx

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