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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 February 2017
CFA Columbus momentum carries into 2017.
The 2016 calendar year was eventful for all of us—the markets
experienced unanticipated politi-
cal events both at home and abroad all the while commodities and
currencies did not provide sta-
bility either. Despite the Columbus society’s strengths, market
control is not yet one of them.
2016 still proved to be a great year for the Columbus CFA
society. Our lineup of speakers includ-
ed Myron Scholes, David Rubenstein, and individuals from
Bridgewater, Goldman Sachs, Putnam
Investments, and JANA partners. In addition, we held a highly
competitive Golf outing in the fall at
one of Ohio State’s beautiful courses.
In addition to the events and speakers that we attracted, the
society gave back by supporting
those in the process of passing all three exams by hosting an
event that allowed test takers to
ask questions about preparing for each exam, learn about study
material, and also meet other
test takers with whom they could form study groups. At the other
end of the process, CFA Colum-
bus recognized the 30 individuals in our area who received their
charter. (Page 5)
As we look ahead to the new year, you will see a number of
activities within Columbus. Within the
current month, the Research Challenge (page 3) will invite a
number of teams to the Sheraton to
present their work to judges and also hear from local
charterholders and hiring managers to ex-
pand their knowledge about the financial industry.
Throughout the year, pay attention to three additional
initiatives. A local branding campaign has
been started at all three concourses of the Columbus Airport
(page 4) and will run through the
end of the year. In addition, the society is finding ways to be
even more impactful at the college
level with a mentorship program between charterholders and
college students in central Ohio as
well as providing charterholders as guest speakers to college
classrooms. Volunteers will be ap-
preciated for both initiatives so keep an eye out for more
information.
Finally, this year’s mock exam will be held on May 6th,
approximately one month before the exam
date. More details will be sent via email.
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Upcoming Events
Inside CFA Columbus
Title Location Info Date Start Time
Annual Forecast Dinner
Steven R. Malin, Allianz Westin Columbus 2/23/2017 5:30 pm
CFA Research Challenge
See Page 3 for details Sheraton on Capitol Square 2/24/2017 1:00
pm
Joel Greenblatt
Gotham Asset Management Sheraton on Capitol Square 2/28/2017
12:00 pm
Paul Smith
President, CFA Institute Sheraton on Capital Square 5/10/2017
12:00 pm
CFA Institute Wealth Management Con-
ference Nashville, TN March 7th-8th
Markets Group Private Wealth Ohio Fo-
rum Columbus—Westin Hotel May 8th
CFA Institute 70th Annual Conference Philadelphia, PA May
21st-24th
2017 CFA Exam Day TBD 6/3/2017
You may also check out the details of events at our website:
www.cfasociety.org/columbus
Josh Frazier, CFA President
Josh Frazier, CFA, President
Brian Wright, CFA, Vice President
Seton Staley, CFA, Treasurer
Zach Amendolea, CFA, Assistant Treasurer
Jamie Li, CFA, Advocacy
Steve Cavalieri, CFA, Research Challenge
Ken Chee, CFA, University Relations
Henry Song, CFA, Membership
Ankit Gupta, CFA, Communications
Gary Foust, CFA, Technology
Cheri Woolsey, CFA, Secretary
Jennifer Montenaro, Executive Administrator
CFA SOCIETY OF COLUMBUS BOARD MEMBERS
The 2017 calendar year continues the local CFA tradition of
inviting quali-
ty speakers to our regular lunch and special dinner events. See
a few of
the events below and keep an eye on your email and on our
website for
more announcements.
http://www.cfasociety.org/columbus
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Central Ohio Research Challenge Arrives
Inside CFA Columbus
Education
As you read this, four teams of university students are
diligently preparing for the Research Challenge Local Finals.
Columbus CFA Society members are in for a treat, as for the first
time, we are moving the event to Co-lumbus. Now members will have
the opportunity to attend the presentations and witness the
incredible amount of work these students voluntarily take on.
The ten teams that entered the competition in September have
been whittled down to four by a small army of volunteer report
graders from Columbus and Cincinnati. Teams will have 10 minutes to
present and defend their written analysis of this year’s subject
company, Vantiv. A panel of volunteer judges then has 10 minutes to
question each team.
Once again this year, the CFA societies of Columbus, Cincinnati,
and Dayton are collaborating for the Re-search Challenge. In the
past, Wilmington was the site for the finals event due to the
geographic center of the participating universities. In attempts to
have more membership participation and increase value for the
stu-dents, Columbus was selected as the local finals site for
2017.
“A Day in the Life” will be one of the features of the event.
Local charterholders will speak about their job roles and career
paths. Speakers are being selected from an array of positions, as
this is designed to give partici-pants a better understanding of
the breadth of investment careers. “Ask a Hiring Manager” is
another of the highlights. This panel discussion is devised to
inform attendees of the current state of the job market, provide
tips for the job search, and allow for Q&A.
Capping off the event will be a networking happy hour, where
students and society members will have a chance to chat and unwind.
Society members are welcome to attend the event to watch
presentations, hear fellow society members speak, and enjoy some
food and drink. Research Challenge Local Finals February 24, 2017
1-5pm Sheraton at Capitol Square 75 E State St, Columbus, OH
43215
L to R: Jim Meeth (Industry Mentor), William Liu, Alex
Osterhage, John Stover, Shane Chung, and Jay Wellman (Faculty
Advisor)
2016 Research Challenge Winners
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Inside CFA Columbus Special Reports
Columbus Contributes to Global Brand Campaign
The CFA Institute launched a global brand cam-
paign in 2016 aimed at increasing aware-
ness and recognition to benefit charterhold-
ers. The first year made investments over
three separate waves, which targeted differ-
ent geographies and made design improve-
ments with each iteration.
This included marketing messages on TV
channels (Bloomberg and Tennis Channel),
print advertisements in The New York Times,
The Wall Street Journal, The Economist, and
also billboards, posters, and bus wraps in ar-
eas with high traffic.
At the end of 2016, CFA Columbus joined the
initiative in partnership with the John Glenn Inter-
national Airport (CMH). All three concourses have
80” monitors on the side walls that will display our
advertisements in a rotation. Look at the side walls
going to or coming back from your next flight.
Approximately 1 in 8 advertisements shown will be
ours and are shown for 10 seconds at a time. At
present, we are primarily in a rotation with JPMor-
gan Chase. This advertisement spot will remain in
use through 2017, though the marketing message
is going to change to reflect current activities and
broader campaign activity with the CFA Institute.
Take a photo of yourself with the advertisement
and email it to Ankit Gupta at
[email protected] for a special prize.
January 2017 Photo from Concourse A
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2016 Charter Recipient Award Night
Inside CFA Columbus
Education
The highlight event of the year for 30 individuals from our
society was a dinner held on November 2nd, 2016. These 30
individuals completed the third CFA exam and had met all of the
other requirements to receive their charter. For many, this was an
event attended by friends and family who provided encouragement and
sup-port through every grueling exam. If you recognize any of them,
make sure to congratulate them on their ac-complishment. Pictured:
Avijit Barua, CFA, Daniel Evans, CFA, Varun Gupta, CFA, Charles
Hendrickson, CFA, Liam Hurley, CFA, Jo-
seph Lubelski, CFA, Behnood Noei, CFA, Alexander Reed, CFA,
Nicholas Rinker, CFA, Megan Schaffernocker, CFA,
Colin Souza, CFA, Timothy Stevenson, CFA, Francis Sudal Jr.,
CFA, Bronson Wetsch, CFA, Scott Williams, CFA, Ran
Yan, CFA, Derek Zweig, CFA (Names do not match location in
photo)
Not pictured: Daniel Ateru, CFA, Brian Baker, CFA, Brian Bath,
CFA, Ling-Chun Chiang, CFA, Jayant Jangra, CFA,
Robert Johannesson, CFA, Yoen Kong, CFA, Marc Liu, CFA, Charles
Minor, CFA, Keith Robinette, CFA, David Turner,
CFA, Adam Weingartner, CFA, Theodore Winders, CFA, Garrett
Wofford, CFA
2016 CFA Charter Recipients
