Meeting/Event Information
Past Meetings
Student Kick-Off Networking Event
Local college students have the opportunity to learn about the CFA designation and meet local CFA’s.
Thursday August 27 1-5 P.M. Joint Event with CFA Society Cincinnati
Queen City Club
331 E. 5th Street
Cininnati, OH 45202
Venue website
Washington & Macro Economic Update - Featuring Mr. Tony Crescenzi, Executive VP, Market Strategist and Generalist Portfolio Manager, PIMCO and Mr Kellin Clark, VP of Government & Regulatory Affairs, Capital Group
May 2026 Luncheon
NCR Country Club
4435 Dogwood Trail
Kettering, OH 45429
Venue website
Navigating Capital Allocation and Strategic Insights in the Age of AI and Geopolitical Change
Stock Pitch Competition Event
Bahl & Gaynor
255 E. 5th, ST #2700
Cincinnati, OH 45202
Venue website
Partiicipants: CFA Society Columbus, CFA Society Cincinnati, CFA Society Cleveland, CFA Society Dayton, and CFA Society Louisville
March 2026 Luncheon
Schuster Performing Arts Center
1 West Second Street
Dayton, OH 45402
Venue website
Rick Friedman, Senior Portfolio Strategist, will share the GMO Asset Allocation team’s latest perspectives, including the team’s thinking on valuations and their strategy for navigating today’s environment, including specific high-conviction investment id
2026 Forecast Dinner
NCR Country Club
4435 Dogwood Trail
Kettering, OH 45429
Venue website
January 14, 2026 Luncheon
NCR Country Club
4435 Dogwood Trail
Kettering, OH 45429
Venue website
