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Nov. 3, 2026
weekly news & updates
| | THERE IS STILL TIME TO REGISTER AND JOIN US ON THURSDAY! | | |
Event Details:
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 us and our friends at the Financial Planning Association of Southwestern Ohio for the next installment of our their Women in Finance series, focused on the intersection of behavioral finance and the modern female client.
This session features Reya Wannessian, Global Market Lead Researcher at Capital Group, presenting actionable findings from proprietary research on female investors. Attendees will gain concrete insights into decision-making styles, client loyalty drivers, referral patterns, and advisor selection criteria unique to women investors.
Following the presentation, participants are invited to engage in an interactive Q&A session, followed by dedicated time for networking and ✨girl dinner🧀.
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Event Details:
When: Tuesday, November 17th
Time:
4:30 -6:30 PM
Location:
Truepoint Wealth Counsel
9999 Carver Road, Suite 200
Cincinnati, OH 45242
Cost:
Members: FREE
Non-Members: $25
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Event Details:
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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Event Recap: Data Centers in the Era of AI
Thank you to everyone who joined our October 28th luncheon, Understanding the Nuances of the Data Center Sector in the Era of AI.
Casey Miller, Managing Director – Portfolio Management at Principal Asset Management , shared insights on power access, supply and demand, tenant spending, and key considerations for investors in this evolving sector.
We appreciate Casey for sharing his expertise and everyone who joined the conversation. Enjoy a few photo highlights below!
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Volunteer Opportunity as part of the Investment Advisory Council! | | |
Women Helping Women is seeking a dedicated, highly qualified investment professional to serve as a volunteer member of our Investment Advisory Council.
In this advisory capacity, you will collaborate closely with fellow Council members to guide, evaluate, and recommend investment strategies for the organization's portfolio. While final fiduciary and decision-making authority rests with the non-profit's Finance Comittee and Board of Directors, your expertise will directly shape our financial stewardship, long-term sustainability, and mission impact.
Women Helping Women is committed to building a diverse and inclusive governance structure and strongly encourages candidates from varied backgrounds and perspectives to apply.
DOWNLOAD THE FULL POSITION DESCRIPTION
INTERESTED?
Please reach out directly to Howard McEwen, CFA at 859-291-0449 or hmcewen@osaicwealth.com.
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Registration Still 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.
| | Upcoming CFA Institute Webinars | | |
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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Behavioral Finance: Helping Clients Make Better Decisions
Date: Thu., November 19, 2026 Time: 11:00 AM ET
How can behavioral insights help clients make better investment decisions?
Successful investing is shaped by more than markets. Emotions, cognitive biases, and decision-making under uncertainty can influence how clients respond to volatility, changing market conditions, and an overwhelming volume of information.
For wealth management professionals, understanding these behaviors can strengthen client conversations and help investors stay focused on their long-term goals. This webinar brings together experts in behavioral finance, psychology, and wealth management to explore practical ways advisers can recognize common behavioral biases, support more disciplined decision-making, and build stronger client relationships.
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How Are Investment Firms Actually Using AI Today?
Date: Wed., December 2, 2026 Time: 11:00 AM ET
Where is AI delivering measurable value in investment firms, and where is it still hype?
AI is already part of investment management. Firms are embedding it in research, portfolio construction, client servicing, operations, and risk management. The reality often looks different from the hype: some organizations deploy AI to improve efficiency and decision-making, while others still work through governance, implementation, and practical use cases. In this webinar, Augustine Backer, CFA, Director, Practice Analysis at CFA Institute; David Burkart, CFA, Founder and Chief Investment Officer at Coloma Capital Futures; and Dan Philps, CFA, Head of Rothko Investment Strategies at Rothko Investment Strategies, examine how investment firms use AI today, where it delivers measurable value, and what investment professionals should understand as AI plays a larger role in the investment process.
| | Current Local Job Postings: | | |
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