CFA Society Mississippi

We are one week away! Register today to save your seat. Worth 1 CFP / CE Credit Opportunity! 🎉

Registration required - Click to register: https://lp.constantcontactpages.com/ev/reg/jxvkv6t/lp/b1da29c6-d117-4c69-85ad-e54c77e2bc1e?mode=preview&source_id=89e5c353-da1f-4f43-bf68-874224a244ff&source_type=em&c=

Join us for this exclusive educational and networking event as we sit in on a conversation with George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, and Michael Zhao, Vice President in the Product and Research Group at Grayscale Investments, as they explore the potential for these two seemingly-disparate assets to function synergistically within a diverse investment portfolio.

Luncheon with State Street Global Advisors & Grayscale As the global market ebbs and flows, the ongoing discussion of whether to invest in crypto or gold remains a focal point for investors. Cypto and gold play distinct roles in investment strategies but their market dynamics don't always align. Join us for this exclusive educational and networking lunc...

Our members make up the pillars of our Society's success. That's why it is our pleasure to showcase our next member in our Member Spotlight: Heath Jordan, CFA!

Heath holds the position of Senior VP and CIO at Trustmark Bank, specializing in portfolio management and investment strategies for individual and institutional clients. With over 25 years of investment management experience, he has a wealth of knowledge in analytical, portfolio management, and leadership roles as well as leading technology and strategic changes within Wealth Management. He is a past Society president (2008-2009) and served for over a decade in various roles on our Board of Directors. Heath exemplifies our Society's mission by passionately mentoring candidates and inspiring those who express interest in pursuing the CFA Program.

As a CFA charterholder, Heath is among a global network of investment professionals setting the standard through performance with purpose. Click to read more about Heath's journey and how working hard with integrity has led him to excel in his professional career: https://www.cfasociety.org/mississippi/membership/member-spotlight

Renewal is now open for the upcoming membership year!

At CFA Society Mississippi, we are proud to support our members in both their careers and professional development by bringing them complimentary access to exclusive events, career support through education and resources, volunteer opportunities to serve in their communities, and more!

Set the standard for professional success and renew today by clicking here: https://membership.cfainstitute.org/managemembership?event=Login

Join us for this free luncheon on Wednesday, May 15, at 11:30 AM CST as we hear from Travis Prentice, CEO/CIO and Portfolio Manager of US and Global Strategies at EAM Investors, LLC. Registration Required - Click here to register: https://lnkd.in/eZfuRtjc

Presentation Summary: Momentum has long been a significant source of returns for investors, yet there are many misconceptions about its existence, its riskiness, and how to properly harness its strength across global markets. EAM Investors, LLC will provide an overview of the and share thoughts on why it exists and persists as well as differentiating naïve momentum from Informed Momentum, a mechanism to translate the academia of momentum into tangible results for investors. Included in the overview will be a discussion on common myths related to the perceived risks of the factor. Finally, EAM will provide various frameworks in which momentum can be beneficial to, or even replace, traditional style exposures in .

Thank you to EAM Investors, LLC for sponsoring this luncheon event!

Get inspired at our upcoming luncheon event! Join us next week for an exclusive opportunity to hear from Richard Jacobson, the Managing Director at Golub Capital. Discover how the U.S. private credit market has transformed and is thriving amidst today's challenges. With over 30 years of expertise, Golub Capital is leading the way in providing financing solutions to middle-market companies. Join us and learn why lending to healthy, resilient U.S. middle market companies backed by private equity sponsors represents an attractive and broad opportunity set in today’s market environment.

Register Today: https://lnkd.in/eCqWgDf8

2024 Forecast Dinner Highlights! We had an unforgettable night on February 22 at the Country Club of Jackson as we celebrated the 20th Anniversary of our Annual Forecast Dinner! Thanks to the 375+ attendees who joined us for an engaging evening of financial forecasting, networking, and market insights.

Gabriela Santos shared her outlook on inflation, economic growth, chance of recession, and unemployment, while Peter Strzalkowski, CFA talked about the impact of increasing national debt on the markets. Dana Martin shared his valuable perspective on the versatility of ETF's, while David Caffrey brought intriguing questions and direction as our Moderator and Master of Ceremonies.

Big shout-out to the hard-working Forecast Dinner Planning Committee and fellow CFA Society Mississippi members who made this event such a success: Andrew Hoeniges, CFA (Society Board Forecast Dinner Chair, First Vice President and Wealth Strategist at BankPlus), Jerry Hoeniges, CFA (Society Board Member, Senior Vice President/Director of Trust Investments, Cadence Bank), Paula Nielsen, CFA (Society Board President and Ethics Chair, Inv. Dir. at Southern Farm Bureau Casualty Insurance Company Co., Davis Bourne, CFA (Senior Inv. Analyst, Finkelberg Inv. of Raymond James), Tony Edwards, CFA, CPA (Society Board Treasurer, Senior Vice President/Wealth Strategies Manager at BankPlus Wealth Mgmt. Group), and Neely Walter, CFA (Society Board Candidate Prep./Scholarship Chair, Emeritus Professor of Finance at Else School of Management at Millsaps College). Your hard work made this event memorable!

Lastly, we want to extend our sincere gratitude to our generous sponsors whose patronage helps to further support our mission of "advancing the investment and financial communities through education, professionalism, and ethics in our region." Amundi US, Northern Trust Asset Management, Raymond James, New Perspectives, Inc., Weitz Investment Management, WallachBeth Capital, First Eagle Investments, Southern Farm Bureau Casualty Insurance Company, Curasset Capital Management, PGIM Fixed Income, John Hancock Investment Management, Applied Finance, and Loomis, Sayles & Company.

Photography by Clark Street Studios.

Today is the final day to register for our 20th Annual Forecast Dinner Event! Register online to save your seat: https://lnkd.in/e26Z65jn

Registration for our 20th Annual Forecast Dinner is only open for one more week! Don't miss this opportunity to be a part of Mississippi's premier event for serious investors and business leaders. Register here: https://lnkd.in/e26Z65jn

Registration for our 20th Annual Forecast Dinner is only open for one more week! Don't miss this opportunity to be a part of Mississippi's premier event for serious investors and business leaders. Register here: https://lnkd.in/e26Z65jn

Our members are the pillars of our Society's success. That's why it is our pleasure to showcase our next member in our Member Spotlight: Owen Mayfield, CFA!

Owen holds the position of managing director at Tristar Asset Group, where he excels in capital fundraising, financial analysis, and investment strategy. Additionally, he serves as a managing member of Spectre Capital Ltd, a distinguished private investment entity specializing in public markets and private equity investments.

As a CFA Charterholder, Owen is among a global network of investment professionals setting the standard through performance with purpose. His advice to the upcoming generation of financial professionals who are considering going through the CFA Program: "Keep grinding. Hang tough. It is a very challenging designation but well worth the journey."

Click to learn more about the influences in Owen's journey that lead him to pursue the CFA Charter and excel in his profession field: https://lnkd.in/g9c-nvza

Our 20th Annual Forecast Dinner is less than a month away! Click here to register: https://lnkd.in/e26Z65jn

Get ready for the ultimate event for serious investors and business leaders in Mississippi! Regularly hosting over 400 attendees, our Annual Forecast Dinner is one of the country's premier financial forecast events. Join us as we hear from our esteemed panel of investment industry experts from the fields of fixed-income (Peter Strzalkowski, CFA), equity (Dana Martin), and economics (Gabriela Santos). Moderated by David Caffrey, they'll dive into the current economic landscape and share their insights on market trends for the upcoming year.

This year's Ethics Challenge, held November 30 at Millsaps College Else School of Management, was an undeniable triumph! The students' commitment to crafting their presentations, coupled with the invaluable expertise and guidance from our esteemed judges and industry expertise provided by our Society volunteers, has paved the way for these emerging professionals.

We had the honor of having three exceptional student teams from Jackson State University, Millsaps College Else School of Management, and LA Tech College of Business, who showcased their unwavering dedication and relentless efforts. The title of Ethics Challenge Champion was ultimately awarded to the team from Else School of Management at Millsaps College who placed first in this year’s event!

Our post-event reception took place at Jackson’s own Fertile Ground Beer Co. where participants, volunteers, faculty, and students came together, joined by event sponsors and members of the investment community. This was a fantastic networking opportunity for local university students to learn from esteemed industry leaders and gain valuable insights into the investment community.

We extend our heartfelt gratitude to all the dedicated individuals who contributed their time and resources to ensure the resounding success of this year's event. Each of you played a pivotal role in shaping a future for our industry that is rooted in ethical excellence. We also express our sincere appreciation to Millsaps College for graciously hosting this year's event!

We want to once again thank our generous sponsors for making this year’s event so successful! WallachBeth, First Eagle Investments, J.P. Morgan, Curasset Capital Management, and John Hancock Investment Management.

Photography by Clark Street Studios.

Calling investment and finance professionals! Join us to celebrate the participants of this year's Ethics Challenge at our Ethics Challenge Reception. Enjoy delicious food and refreshing beverages while you share industry insights and inspire the next generation of professionals!

Click to register: https://lnkd.in/evyYXCsN

Thank you to our Ethics Challenge sponsors who have helped to further our mission of advancing the investment and financial communities through education, professionalism, and ethics in our region.

Happening next week! Join us to discover where cognitive psychology and finance converge. Secure your seat by registering today: https://lnkd.in/gvMs6jUc

Register now for this exclusive luncheon event as we host Ed Stubbins, CFA, Partner and Behavioral Investing Specialist at Fuller & Thaler Asset Management, Inc. Enjoy the wood-fired, savory lunch plates served by The Manship Wood Fired Kitchen as you connect and collaborate with fellow members and peers in the industry.

Register Here: https://lnkd.in/gvMs6jUc

Presentation Summary: Mr. Stubbins will expound on the prevalent human behavioral biases that can lead to subpar investment performance. Discover how one can capitalize on comprehending and forecasting the often customary biases exhibited by fellow investors. This presentation will delve into the convergence of cognitive psychology and finance, offering valuable insights for all who attend.

Ethics is not a theoretical field of study limited to philosophers and academics. It is a practical endeavor that individuals can actively participate in to enhance their lives, foster stronger communities, and contribute to a better world. CFA Society Mississippi, in collaboration with CFA Institute, advocates for the highest ethical standards, education, and professional excellence, all for the ultimate betterment of society. Today and every day, we acknowledge and appreciate the crucial role that ethics plays in the investment industry.

Honor today by registering to attend our free reception at Fertile Ground Beer Co. on November 30 to recognize and celebrate the hard-working students of this year's Ethics Challenge!

Click to register: https://lnkd.in/evyYXCsN

Register now for this exclusive luncheon event as we host Ed Stubbins, CFA, Partner and Behavioral Investing Specialist at Fuller & Thaler Asset Management, Inc. Enjoy the wood-fired, savory lunch plates served by The Manship Wood Fired Kitchen as you connect and collaborate with fellow members and peers in the industry.

Register Here: https://lnkd.in/gvMs6jUc

Presentation Summary: Mr. Stubbins will expound on the prevalent human behavioral biases that can lead to subpar investment performance. Discover how one can capitalize on comprehending and forecasting the often customary biases exhibited by fellow investors. This presentation will delve into the convergence of cognitive psychology and finance, offering valuable insights for all who attend.

Join us for lunch on Wednesday, September 27, at 11:30 AM as we hear from Marvin Loh of State Street as he discusses how the end of the global tightening cycle introduces a new set of questions, with investors needing to decide if the recent past is an appropriate guide for the future.

In addition to inflation concerns, structural changes in labor and trade pose new challenges to the investment landscape. He will provide a review of these challenges and opportunities from a macro perspective with a unique view of what our proprietary indicators are saying.

Registration Required - Register Here: https://lnkd.in/gfbsqiHE

One week from today! Come to network, learn and discuss the Investment Grade bond space, and enjoy a good meal in the middle of your workday.

Register with the link in the original post below to let us know you’re coming. Free to Society members and students/candidates! Open to all others for only $10. See you there!

Join us for lunch on Wednesday, September 6, at 11:30 AM as we hear from Columbia Threadneedle Investments own Dan Bloomstone, CFA, Vice President, Fixed Income Client Portfolio Management, as he speaks about the Investment Grade bond space.

Registration Required - Register Here: https://lnkd.in/gG7uKcC6

Join us for lunch on Wednesday, September 6, at 11:30 AM as we hear from Columbia Threadneedle Investments own Dan Bloomstone, CFA, Vice President, Fixed Income Client Portfolio Management, as he speaks about the Investment Grade bond space.

Registration Required - Register Here: https://lnkd.in/gG7uKcC6

Happening THIS Thursday, August 3, at 11:30 AM

Join us for lunch as we hear from StepStone Private Wealth Group's own Ryan Collins, CAIA, Vice President and Portfolio Specialist, as he speaks about "Evolving Liquidity in the Private Markets." Ryan will touch on three main aspects: J-Curve dynamics, secondary market developments, and the Evergreen Fund value proposition. Come to network, learn, and enjoy a good meal!

Registration Required - Register Here: https://lnkd.in/gSnTDqMF

Join us for lunch next Thursday, August 3, at 11:30 AM as we hear from StepStone Private Wealth Group's own Ryan Collins, CAIA, Vice President and Portfolio Specialist, as he speaks about "Evolving Liquidity in the Private Markets."

Ryan will touch on three main aspects: J-Curve dynamics, secondary market developments, and the Evergreen Fund value proposition. Come to network, learn, and enjoy a good meal!

Registration Required - Register Here: https://lnkd.in/gSnTDqMF

Last night's social hour event was a hit thanks to those in attendance and the Managing Director of AQR Capital Management, Peter Hecht, Ph.D., who presented on "Investing Amid Low Expected Returns."

We'll be sharing more networking and educational opportunities in the coming weeks, so keep a watch on our social pages and website (https://www.cfasociety.org/mississippi/home) for more information!

Join us for this happy hour event on Wednesday, May 17, at 5 PM as we hear from AQR Capital Management's own Peter Hecht, Ph.D., Managing Director, on "Investing Amid Low Expected Returns."

Summary: Investors today face a unique environment of record-low future expected returns. Pete will provide a backdrop for the ingredients underlying an effective portfolio and a discussion of many of today’s most prominent investment topics amidst the low expected return environment, such as illiquid investments, market timing, and factor investing. He’ll conclude by reviewing how to utilize portfolio construction, risk management, and cost control practices to build a portfolio that can succeed in the challenging market environment.

Registration Required (Free for Society Members, $10 for Non-Members. If Non-Member, please register as a guest.) Register Here: https://lnkd.in/gJ2qG-GQ

Our members make up the cornerstones of our success as a Society. For this reason and many more, we are excited to highlight the next member in our Member Spotlight: David Coker, CFA.

David is the president and founding partner at Coker & Palmer, Inc. He has a rich history in the financial services industry, going on 39 years of experience. In addition to being a long-time Society member and former Society Board President (2002-2003), he is a and member of the CFA Institute. Click to read more about David, including his insightful answers to our Member Spotlight feature questions: https://lnkd.in/g9c-nvza

Less than a week until our continuing education luncheon with Ryan Holcombe of Hines next Wednesday, April 19, from 11:30 AM - 1 PM.

Have you registered yet? Register Here: https://lnkd.in/gwdnKxYn

Join us for lunch Wednesday, April 19, from 11:30AM - 1PM, as we hear from Ryan Holcombe of Hines on the 2023 Outlook of the Global Real Estate Market. Registration Required - Register Here: https://lnkd.in/gwdnKxYn

We have two great Continuing Education luncheon events lined up in the next few weeks! Join us THIS Thursday, March 30, for lunch with Barry Miller of Ares Wealth Management Solutions on “The Democratization of Private Equity." Registration Required - Register Here: https://lnkd.in/gYNQPhAG

Coming Up Next Month on April 19: Lunch with Ryan Holcombe of Hines on “2023 Outlook for the Global Real Estate Market.” Registration Required - Register Here: https://lnkd.in/gwdnKxYn

Join us for lunch next Thursday, March 30, as we hear from Barry Miller, Partner and CEO of Ares Private Markets Fund, on "The Democratization of Private Equity."

Registration Required - Click here to Register: https://lnkd.in/gYNQPhAG

Presentation Summary: In 2023, the PE secondary market is much broader than traditional LP deals. Barry will discuss the history of secondaries and the current drivers of their evolution. He’ll compare and contrast the myriad secondary offerings ranging from GP-led deals to structured financings with a focus on respective risk-reward profiles. With the foundation in place, Barry will move to the role of secondary investments in asset allocation and important considerations when vetting managers. Barry will close with access/vehicle considerations and the outlook for 2023.

This event is sponsored by Ares Wealth Management Solutions. Thank you for your support of our Society and the Financial Community!

Last night marked our 19th Annual Forecast Dinner where had the pleasure of hosting three distinct and knowledgeable speakers (Steve Scruggs, CFA, Nick Goetze, and Jared Dillian) along with our moderator, Philip Cichlar. We would like to thank our speakers and moderator, sponsors, members, and guests alike for coming out and supporting both our premier event and our Society!