Winter 2023 | Volume 3 | Issue 1 |
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19th Annual Forecast Dinner
Our premiere event is one month away!
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Steven H. Scruggs, CFA
FPA Queens Road
Small Cap Value Fund
Portfolio Manager,
Bragg Financial Advisors
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Steve is the Director of Research for BFA and a member of the Investment Committee. Previously, Steve served as Product Manager for GMAC Insurance and Reliance Insurance Companies. He is a CFA® Charterholder. |
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Nick Goetze
Managing Director,
Head of Fixed Income Solutions,
Raymond James & Associates
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As an industry veteran of over 20 years, Nick serves as one of the managing directors leading the firm’s private client fixed income team. His primary responsibility is coordinating the efforts of fixed income strategy, high net worth, underwriting,
and trading professionals
with financial advisors.
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Jared Dillian
Published Author,
Editor of The Daily Dirtnap
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Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. In addition to being a published author to two books with two more coming soon, Jared is also an investment strategist at Mauldin Economics and is the host of the Be Smart podcast.
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Phil Cichlar | Moderator
Institutional Sales & Trading,
Fixed Income Specialist,
Jane Street
Phil Cichlar is a member of Jane Street’s Institutional Sales & Trading team where he partners with institutional clients to provide trading solutions, access to Jane Street’s differentiated liquidity, and engagement on electronic trading venues. Phil has helped build the firm’s bond trading desk and grow its institutional client-facing ETF business.
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MEMBER WINE TASTING
FEBRUARY 1ST @ 6 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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19TH ANNUAL FORECAST DINNER
FEBRUARY 23 FROM 5 - 8 PM
Country Club of Jackson
345 St Andrews Drive
Jackson, MS 39211
Cocktails will be served from 5 PM to 6:30 PM followed by dinner immediately after and the presentation at 7 PM. See additional details in the above section.
The deadline to register is Feb. 10.
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"THE FUTURE OF EMERGING MARKET INVESTING" WITH KEVIN CARTER, EMQQ GLOBAL
THURSDAY, APRIL 20
In-Person Event: Time and Location TBA
With emerging markets becoming increasingly more important to focus on. This presentation will address: the ever-unfolding China situation, Regulatory and delisting update, Summary of recent Latin America tech research trip, the growing digital India opportunity, and Valuations vs US.
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"RISKS, OPPORTUNITIES, AND THE NEED FOR AGILITY: 2023 ASSET ALLOCATION OUTLOOK" WITH SEBASTIEN PAGE, CFA, CIO AT T. ROWE PRICE
TUESDAY, FEBRUARY 7 @ 12 PM EST
Free Virtual Event sponsored by CFA Society North Carolina
Sébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, will share key insights into navigating the coming year in the current macro environment. He will cover current multi-asset class positioning, historical context, and what could be important inflection points in the current regime that investors should pay attention to after the pain capital markets suffered in 2022.
Use code "PageMS23" at checkout to register for free.
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STATE STREET GLOBAL MARKETS: MACRO STRATEGY "GOLDILOCKS AND HER FRIENDS PLAY JENGA" WITH MARVIN LOH AND NOEL DIXON, CFA
THURSDAY, MARCH 2
In-Person Event: Time and Location TBA
Discussion on the latest macro views on the path of inflation, recession fears, FX, rates, central banking activity, and more.
Marvin Loh is a senior global market strategist within the multi-asset research team at SSGM where he monitors market developments and formulates their impact on a wide range of asset classes utilizing State Street’s unique proprietary flow and asset allocation indicators.
Noel Dixon, is a Global Macro Strategist for the Multi-Asset Research team at SSGM. He is responsible for researching geo-politics, fiscal policy, and commodity currencies.
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CFA Society Member Spotlight |
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Meet Our Newest Society Member |
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Caleb Woods, CFA
Senior Associate, Tax Credit Investments
Cadence Bank
Caleb graduated from Mississippi State University in 2017 and was hired by Cadence (formally BancorpSouth) to join their management training program. After the two-year program, he transitioned into the tax credit space and has been in the industry since. He helps originate, underwrite, and manage an extensive portfolio of investments that generate federal and state income tax credits for the bank. The composition of the portfolio is primarily multifamily, commercial real estate. His team generates a risk-adjusted return acceptable to the bank and garners Community Reinvestment Act credit throughout the bank's nine-state footprint.
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Other Society News and Updates |
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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 volunteers to help grow our presence within the classrooms of local universities and colleges throughout Mississippi and our Louisiana Chapter. We have big plans this year 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
- Partnering with universities to increase participation in the University Affiliation Program
- Educating potential charterholders through exposure in the classroom
- Building on member involvement in our Ethics Challenges
- Hosting roundtable talks with professors and educators
If interested in volunteering, please reach out to us by clicking the button below and sending us an email!
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