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Oct. 20, 2026
weekly news & updates
| | Join CFA Society Cincinnati for an evening of pickleball, networking, and fun! | | |
When: Thursday, November 5th
Time:
4:30 - 6:30 PM
Location:
The Pickle Lodge at Factory 52
2730 Maverick Drive
Cincinnati, OH 45212
Cost:
Members - FREE
Non-Members - $50
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Whether you’re a seasoned player or picking up a paddle for the first time, this event is a great opportunity to connect with fellow members outside the usual professional setting.
Come play, mingle, and enjoy some friendly competition while building connections within the CFA Society Cincinnati community.
CFA Society Cincinnati Members: FREE
Non-Members: $50
No pickleball expertise required—just come ready to have a good time!
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Join the Johnson Investment Institute for a complimentary breakfast bringing together the CFA community, UC alumni and Lindner finance faculty for a morning of fresh ideas and conversation.
Rather than traditional presentations, six Lindner finance faculty members will each have five minutes to share a snapshot of their latest research and insights. In one fast-paced morning, you'll hear perspectives spanning investments, corporate finance, market microstructure, fintech, and more.
Confirmed faculty presenters include Mehmet Saglam, Chen Xue, Alex Borisov, and Brian Kluger, with additional speakers to be announced.
You'll also have time to enjoy breakfast, connect with fellow CFA and UC alumni, and engage with faculty about their work.
There is no cost to attend, and guests are welcome—so feel free to bring a colleague!
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When: Friday, November 6th
Event Timeline:
7:30 AM: Reg. & Breakfast
7:45 AM: Program
8:30 AM: Networking
9:00 AM: Adjourn
Location:
Queen City Club
Salotto / Lower Level Room
331 E. Fourth Street
Cincinnati, OH 45202
Parking:
FREE Parking!
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When: Thursday, November 19th
Time:
12-1 PM
Location:
Queen City Club
2nd Floor Lounge
331 E. Fourth Street
Cincinnati, OH 45202
Cost:
Members: FREE
Non-Members: $50
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AI is everywhere, everything, all at once. A transformative technology fueling an unprecedented infrastructure buildout, boosting global economic growth, and reshaping the investment landscape. But alongside extraordinary opportunities come significant risks—from the sustainability of the investment boom to the disruption of existing business models. How can investors navigate these competing forces and position their portfolios for the near-term opportunities and longer-term consequences of an AI-driven world?
Speaker: Jeffrey Rosenberg, CFA, Senior Portfolio Manager & Co-Lead for Systematic Fixed Income, BlackRock
| | Cheers to the CFA Journey! | | |
When: Thursday, December 3rd
Time:
4:30 - 6:30 PM
Location:
The Roosevelt Room - Rookwood
3825 Edwards Rd., Suite 107
Cincinnati, OH 45209
Cost:
CFA Candidates: FREE
Members: FREE
Non-Members: $50
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Join us for an evening of celebration, connection, and camaraderie as we recognize the accomplishments of our local CFA Program candidates!
We'll be honoring those who successfully passed Level III of the CFA Program in 2026, presenting them with special recognition certificates and gifts to celebrate this significant milestone in their professional journey.
Whether you're celebrating your success, preparing for your next exam, or simply looking to connect with fellow investment professionals, this reception is a great opportunity to expand your network, reconnect with colleagues, and celebrate the dedication and hard work of our CFA community.
Come celebrate achievements, make new connections, and enjoy a fun evening with CFA Society Cincinnati. We look forward to seeing you!
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Connecting with the Next Generation of Investment Professionals
On October 8th, several CFA Society Cincinnati members participated in a career panel at the University of Cincinnati, sharing their professional experiences and insights with students.
Panelists answered questions about their career paths, the value of the CFA charter, and opportunities within the investment management industry.
A special thank you to our panelists for volunteering their time and helping inspire the next generation of investment professionals!
- Jeff Krumpleman, CFA – Mariner
- Samantha Rusler, CFA – Red Cedar Investment Management
- Kirsten Comment, CFA – J.P. Morgan Private Bank
- Patrick Burleson, CFA – Fort Washington Investment Advisors
- Ethan Deep – FEG Investment Advisors
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Registration Now Open: Professional Presence & Leadership Series
Invest in your confidence, communication, and executive presence with CFA Society Cincinnati's Professional Presence & Leadership Series, presented in partnership with the Cincinnati Etiquette & Leadership Institute (CELI).
This five-part interactive series is designed to help professionals strengthen the skills that drive career success—from executive presence and effective communication to digital professionalism, networking, and leadership.
2026–2027 Remaining Workshops
- December 9 – The Art of Brilliant Conversation and Keen Listening in the Pursuit of Sales
- February 11 – Proper "Netiquette": Email, LinkedIn, & Smartphone Etiquette
- March 4 – Work a Room with a Plan & Networking for Results
💼 Register More. Save More.
- Register for 2 or more sessions and save 20%
Whether you attend a single workshop or the full series, you'll gain practical skills you can apply immediately in the workplace.
See registration page for full discount details and eligibility.
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Strengthen your investment decision-making in working sessions with peers and practitioners from around the world.
CFA Institute LIVE Global is the two-day global flagship in Toronto, bringing together senior decision-makers and practitioners from around the world to explore the forces shaping the investment profession. CFA Institute LIVE Asia-Pacific is the one-day global forum taking place in Hong Kong, examining the most important questions facing investment industry through an Asia-Pacific lens.
In Hong Kong or Toronto, go beyond hearing new ideas. Challenge how you understand complex conditions, evaluate competing evidence and make consequential investment decisions.
- Move through the LIVE Investment Decision Cycle: UNDERSTAND → EVALUATE → DECIDE.
- Put ideas to work through Decision Labs, practitioner-led sessions and structured peer exchange.
- Explore content aligned with your role and the decisions you face, combining global perspectives with locally relevant insight.
- Leave with practical frameworks, challenged assumptions and new approaches you can apply within your organization.
LIVE is designed to strengthen not only what investment professionals know, but how they use it.
| | Upcoming CFA Institute Webinars | | |
Alternative Investments in Wealth Portfolios: What Belongs, What Doesn't, and Why
Date: Thu., October 22, 2026 Time: 11:00 AM EDT
Which alternatives actually belong in your clients' portfolios, and which ones don't?
Alternative investments are playing a broader role in portfolio construction. As access to private markets expands and client expectations evolve, wealth managers are rethinking how private equity, private credit, infrastructure, real assets, and other alternatives fit within long-term portfolio construction. But expanded access doesn't simplify the job: liquidity constraints, valuation complexity, due diligence rigor, and client suitability still demand careful judgment.
Kelly DePonte of Kelly DePonte Advisory LLC, Daniil Shapiro CFA, of Cerulli Associates, and Peter Hecht of AQR Capital Management share their perspectives on where opportunities may exist, how to evaluate the practical trade-offs, and how to construct portfolios designed for a more complex investment environment.
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Building Portfolios for the Next Decade: What's Changing and What Still Works?
Date: Wed., October 28, 2026 Time: 11:00 AM EDT
What will clients demand from wealth managers in ten years, and are you ready?
Client expectations are shifting, wealth is transferring across generations, and technology is rewriting the economics of personalized advice. The wealth management profession is not just evolving at the margins. Its core advisory model is being restructured. This webinar brings together Genevieve Hayman, Senior Manager of Macrosystems and Foresight at CFA Institute; Meb Faber, Chief Investment Officer at Cambria Investment Management; Thomas M. Idzorek, CFA, Chief Investment Officer at Morningstar Investment Management; and Aamir Rehman, Chair at Innate Capital Partners, to examine the structural forces redefining the profession, not the product trends or short-term market noise. The conversation focuses on what it will take to remain competitive over the next decade and what capabilities wealth professionals need to build now.
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How are Family Offices Changing the Investment Landscape?
Date: Wed., November 4, 2026 Time: 11:00 AM ET
Family offices bring distinctive approaches to long-term investing, portfolio construction, governance, and wealth management. With long investment horizons, flexible capital, and access to private markets, their investment priorities can differ from those of traditional institutional investors.
In this webinar, Azmi Özünlü, Senior Director of Learning Content at CFA Institute, leads a conversation with Nick Fafoglia, CFA, Senior Vice President at Commerce Trust; Helena Eaton, CFA, Head of Advisory at Bedrock Group; Tom McCullough, Partner at Corient; and Michael Zeuner, Managing Partner at WE Family Offices. Together, they examine family office investment philosophies, governance models, approaches to multigenerational wealth stewardship, and private-market investing, with a focus on what practitioners can apply in their own work.
Key discussion points
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Market influence: How family offices are influencing investment markets and wealth management practices.
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Portfolio construction and governance: How family offices approach long-term portfolio construction, governance structures, and risk management.
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Private markets and direct investing: The role of private markets, direct investments, and alternative assets within family office portfolios.
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Intergenerational wealth transfer: How family offices plan for wealth transfer across generations and long-term capital preservation.
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Lessons for practitioners: Practical takeaways for professionals advising or working with family office and high-net-worth clients.
CFA Institute members can self-report 1 PL credit for attending.
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Experience the CFA Exam Before it Counts with a Mock Exam
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Learn to Use Your Calculator for the CFA® Exam
Take a look at the basic functions and how to set up one of the accepted calculators, the Texas Instruments Business Analyst II Plus, for the CFA exam.
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