Meeting Information

Meeting/Event Information

Past Meetings

May 2026 Luncheon

 

May 13, 2026

 

12:00 PM EDT to 1:00 PM EDT

 

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

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Stock Pitch Competition Event

 

April 17, 2026

 

8:00 AM EDT to 5:00 PM EDT

 

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

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March 2026 Luncheon

 

March 18, 2026

 

12:00 PM EDT to 1:00 PM EDT

 

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

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2026 Forecast Dinner

 

February 12, 2026

 

6:00 PM EST to 8:00 PM EST

 

NCR Country Club
4435 Dogwood Trail
Kettering, OH 45429
Venue website

4 Panelists!

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January 14, 2026 Luncheon

 

January 14, 2026

 

12:00 PM EST to 1:00 PM EST

 

NCR Country Club
4435 Dogwood Trail
Kettering, OH 45429
Venue website

Featuring Mr. Joseph Ferrara, Investment Strategist

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