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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.

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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

a.gupta@nationwide.com 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