CFA Livestream News

November 11, 2021: Investment Research Challenge

On Thursday, November 11, at Richmond's Omni Hotel, CFA Society held a panel discussion on mergers and acquisitions and private equity featuring Jonathan Braband from Transact Capital Partners, Trey Packard from Harris Williams, and Bradford Young from Mercer Alternative. CFA's Ashby Price moderated the discussion. The event ran between 12:00 and 1:30 pm. The presentation, focusing on the 2020 presidential election and its fallout, was free to members and $25 to non-members.

Livestream Archive

Date

Name

Company

Quality

Nov. 11, 2021

Various

CFA Virginia

Mar. 12, 2020

Perkins, Peter

The Macro Research Board

Nov. 14, 2019

Tidey, R. Scott

Hamilton Beach

Oct. 24, 2019

Frier, Ken

SECOR Asset Management

Sep. 25, 2019

Ahern, Brendan

KraneShares

June 20, 2019

Various

CFA Virginia

June 20, 2019

Ellison, John

Richmond Quantitative Advisors

Feb. 7, 2019

Hunt, Ben

Second Foundation Partners

Jan. 23, 2019

Wald, Tom

Transamerica

Dec. 7, 2018

Middleton, Will

Block Formation

Nov. 7, 2018

Stockton, Katie

Fairlead Strategies

June 18, 2018

Various

CFA Virginia

June 18, 2018

Smith, Paul

CFA Institute

June 13, 2018

Ewing, Rory

Neuberger Berman

Apr. 18, 2018

Ferridge, Lee

State Street Global Markets

Apr. 11, 2018

Triick, Clayton

Angel Oak Capital Advisors

Mar. 21, 2018

Sargen, Nick

Fort Washington Investment Advisors

Jan. 10, 2018

Case, Brad

Nareit

Nov. 29, 2017

Nowak, Paul

IRIS Reading

Nov. 2, 2017

Asbury, John

Union Bank

Oct. 12, 2017

Kjellberg, Sarah Lee

Blackrock

Oct. 4, 2017

Everett , Nancy

VCU Investment Management Company

Apr. 6, 2017

Colby, Jim

Van Eck Associates Corporation

Mar. 22, 2017

Farmer, Brian

Hirschler Fleisher

Feb. 13, 2017

Sargen, Nick

Fort Washington Investment Advisors

Jan. 10, 2017

Lovelace, Teri

Virginia Community Capital

Nov. 18, 2016

Faber, Meb

Cambria Investment Management

Nov. 3, 2016

Hanson, John

Artifice Forensic Financial Services

Oct. 28, 2016

Coughlin, Christopher

Aplin Partners

Oct. 27, 2016

Neese, Michael

Performance Food Group

Oct. 4, 2016

Mobasheri, Ardavan

ACIMA Private Wealth

Sep. 22, 2016

Palazzolo, Daniel

University of Richmond

May 16, 2016

Various

CFA Virginia

May 16, 2016

Brandes, Charles

Brandes Investment Partners

Apr. 6, 2016

Atwater, Peter

Financial Insyghts

Mar. 17, 2016

Carter, Kevin

EMQQ

Mar. 11, 2016

Golub, Jonathan

RBC Capital Markets

Feb. 18, 2016

deGraff, Jeff

Renaissance Macro Research, LLC

Feb. 10, 2016

Horan, Stephen

CFA Institute

Feb. 10, 2016

Various

CFA Virginia

Jan. 20, 2016

Thomas, Jason

Carlyle Group

Jan. 7, 2016

Sandler, Doug

RiverFront Group

Nov. 11, 2015

Poole, William

Cato Institute

Oct. 28, 2015

Chandler, Ted

Angel Investing

Oct. 8, 2015

O'Malley, Niall

Blue Point Investment Management

Sep. 22, 2015

Gaffney, Kathleen

Eaton Vance

Sep. 2, 2015

Shankar, Samarjit

BNY Mellon

June 9, 2015

Various

CFA Virginia

June 9, 2015

Smith, Paul

CFA Institute

May 12, 2015

Lee, Thomas J.

Fundstrat Research

May 5, 2015

McGee, Tim

U.S. Trust

Apr. 22, 2015

Clissold, Ed

Ned Davis

Apr. 7, 2015

Smith, Geoff

Harris Williams & Co.

Mar. 26, 2015

Cici, Gjergji

William & Mary College

Mar. 3, 2015

Hess, Ed

Darden Graduate School of Business

Feb. 23, 2015

Brat, Dave

U.S. Congress

Feb. 11, 2015

Various

CFA Virginia

Feb. 11, 2015

Luck, Bob

CFA Institute

Feb. 11, 2015

Trennart, Jaston

Strategas

Dec. 17, 2014

Gayed, Michael

Pension Partners

Dec. 11, 2014

Young, Brad

Altius

Nov. 25, 2014

Headd, Scott

J.P. Morgan

Oct. 30, 2014

Various

Performance Trust

Oct. 16, 2014

Bateman, B. Randy

Huntington Asset Advisors

Oct. 2, 2014

Hight, Cam

Alpha Theory

June 2, 2014

O'Neil, Mark

Dealertrack Technologies

May 14, 2014

Kenny, Katharine

CarMax

Apr. 23, 2014

Evans, Tim

FBI

Apr. 10, 2014

Brown, Tom

Second Curve Capital

Mar. 24, 2014

Tamny, John

Cato Institute

Feb. 25, 2014

Acuff, Marshall

Cary Street Partners

Feb. 12, 2014

Wilbanks, Wayne

Wilbanks, Smith & Thomas

Jan. 28, 2014

Various

CFA Virginia

Jan. 28, 2014

Shalett, Linda

Morgan Stanley Wealth Management

Jan. 16, 2014

Farmer, Brian

Hirschler Fleischer

Dec. 19, 2013

Gilfedder, Neil

MSCI

Nov. 21, 2013

Doll, Bob

Nuveen

Oct. 29, 2013

Brakke, Tom

Research Puzzle

Oct. 15, 2013

Falk, Michael

Focus Consulting Group

Oct. 1, 2013

Ristuben, Erik

Russell Investments

Sep. 17, 2013

Dickson, Dick

Lowry Research

May 23, 2013

Various

CFA Virginia

May 23, 2013

Nicholas, Georgette

Genworth Financial

May 15, 2013

Moran, Matt

CBOE

Apr. 18, 2013

Shankar, Samarjit

Bank of New York Mellon

Apr. 9, 2013

Chincarini, Ludwig

Acclaimed Author

Mar. 26, 2013

Merk, Axel

Merk Investments

Mar. 12, 2013

Allen, Travis A.

Bernstein Wealth Management

Feb. 21, 2013

Cronin, Barry

Taylor Investment Advisors, LP

Jan. 22, 2013

Rogers, John

CFA Institute

Jan. 9, 2013

Jacob, Jai

Lazard Asset Management LLC

Dec. 13, 2012

Scott, John Cole

Closed-End Fund Advisors

Nov. 27, 2012

Lilly, Trip

PIMCO

Nov. 6, 2012

Robinson, Ken

CFA Institute

Oct. 9, 2012

Fund, John

Wall Street Journal

Sep. 12, 2012

Meissner, Fred

Fred Report

May 17, 2012

Catalano, Vinny

Blue Marble Capital Management

Apr. 3, 2012

Gartman, Dennis

Gartman Newsletter

Mar. 1, 2012

Various

Lyster Watson & Co.

Feb. 2, 2012

Hood, Michael

J.P. Morgan Asset Management

Jan. 17, 2012

Dorsey, Thomas J.

Dorsey Wright & Associates

Dec. 15, 2011

Marshall, Marshall

Cary Street Partners