Winter 2022 | Volume 2 | Issue 1 |
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MEMBER WINE TASTING WITH MARK WARREN | FEBRUARY 3, 5 PM
AC Hotel by Marriott
221 Township Ave.
Ridgeland, MS 39157
Join your fellow members for this unique networking opportunity as we are led in a wine tasting by Mississippi's only advanced Sommelier, Mark Warren of Pilar Wine Brokers, LLC.
This is a free event for our members. Spouses and/or one guest are welcome to attend at no additional charge. Space is limited, so register soon!
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18TH ANNUAL FORECAST DINNER | FEBRUARY 24, 5:30 - 8:00 PM
Country Club of Jackson
345 St Andrews Drive
Jackson, MS 39211
Cocktails will be served from 5:30 PM to 6:30 PM followed by dinner immediately after and the presentation at 7 PM. See additional details in the next section.
The deadline to register is Feb. 11.
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WIM COLLABORATIVE: "THE POWER AND PAYOFF OF NON-CONSENSUS INVESTING" (FEATURING RUPAL BHANSALI)
Free Virtual Event
Tuesday, February 15th, 4 - 5:30 PM EST
Non-consensus thinking has resulted in breakthrough successes in science, sports, and the silicon valley. See how to apply it to the world of investing, to maximize returns while minimizing risk.
Join this interactive webinar and networking event with our fellow Societies in Okanagan and Saskatchewan hosting.
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LUNCHEON WITH WILLIAM 'BILL' CORK FROM MS DEVELOPMENT AUTHORITY | MARCH 24, 11:45 AM
Location and details: To be announced.
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18th Annual Forecast Dinner Speakers & Moderator |
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Mebane Faber
Co-Founder
Chief Investment Officer,
Cambria Inv. Management
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Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria's ETFs and separate accounts. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron's, The New York Times, and The New Yorker. He graduated from the University of Virginia with a double major in Engineering Science and Biology. |
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Michael Scanlon, CFA
Managing Director
Portfolio Manager,
Manulife Inv. Management
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Michael is a managing director and portfolio manager at Manulife Investment Management. Previously, he was a senior investment analyst and a member of the intrinsic value team, covering the financials, information technology, consumer staples, and consumer discretionary sectors. Michael joined the firm in 2004 as an analyst and began his investment career in 2000 at State Street, where he was a credit analyst and a senior fund accounting specialist. |
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Kevin Woods
Co-Chief Executive Officer & Chief Investment Officer,
Asset Preservation Advisors
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Kevin Woods is co-Chief Executive Officer and Chief Investment Officer of Asset Preservation Advisors. Kevin brings 20 years' experience in the investment industry and specifically in the municipal bond market to his role. He currently leads the firm's investment committee and shares oversight for all of APA's investment strategies, outlook and positioning. Throughout his time at APA, Kevin has held multiple positions contributing to every aspect of the organization that he now leads. |
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Dr. Marcelo Eduardo
Professor of Finance & Dean of School of Business,
Mississippi College
Dr. Marcelo Eduardo is The Anderson Distinguished Professor of Finance and the Dean of Mississippi College (MC) School of Business. Dr. Eduardo joined MC's faculty in 1997 and currently teaches Financial Management. His areas of expertise include banking and corporate finance. Dr. Marcelo obtained both his bachelor's degree and Master of Business Administration degree from Delta State and his Ph.D. from The University of Mississippi. Dr. Eduardo attends First Presbyterian Church of Jackson.
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Meet Our Newest Society Members |
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Josh Norris CPA, CFP, CFA
Principal,
LeFleur Financial
Josh started his career with Ernst & Young in Memphis. Then in 2010, he bought a small accounting firm in Jackson, MS, and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created a sister financial advisory firm to complement the tax practice and provide comprehensive financial services to his clients. With this model, clients can make just one call to get the answer to all their financial questions. In 2019, Josh obtained a Masters in the Study of Law (Taxation) from New York University. In 2009, he graduated magna cum laude from the University of Mississippi with his bachelor's in business administration and business accountancy.
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Carson Lucas
Analyst,
J.P. Morgan Private Bank
Having grown up in Richmond, Virginia, Carson became a resident of New Orleans by way of Tulane University, where she obtained a Bachelor’s degree in Finance. After starting her career with J.P. Morgan in New York, she returned to the Big Easy in 2020 to accept a role with the Private Bank of Louisiana & Mississippi. In her time outside of the office, Carson enjoys hiking and climbing, taking her puppy to stir up trouble at the dog park, and volunteering with non-profit organizations in her community.
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CFA Society Member Spotlight |
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Other Society News and Updates |
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Congratulations to Our Recent CFA Charterholders!
Congratulations to our newest CFA Charterholders and Society members, Josh Norris and Austin Mills. These individuals join the more than 165,000 charterholders around the world building a better world for investing.
Well done on this outstanding achievement and your hard-earned success!
Volunteers Needed
Our mission "to advance the investment and financial communities through education, professionalism, and ethics" only exists through the service of our membership. For this reason, we are seeking your ideas, passions, time, and involvement as we plan to build upon our focus on the next generation of CFA charterholders and raise the profile of the charter through:
- Growing support for and participation in our Local CFAI Research Challenges
- Educating potential charterholders through exposure in the classroom
- Increasing member involvement in our Ethics Challenges
If interested in volunteering, please reach out to us by clicking the button below and sending us an email!
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