Winter 2024 Member Newsletter

Society news & updates

Winter 2024 | Volume 4 | Issue 1

20th Annual Forecast Dinner

February 22, 2024 | Country Club of Jackson | 5:30 - 8:00 PM

Speakers

Dana Martin

Managing Director,

ETF Trading Solutions,

WallachBeth Capital

Having joined the firm in December 2009, Dana co-manages the group’s sales and trading teams and works closely with institutions as they navigate the complexities of ETF and Portfolio trading. He also leverages the relationships he has developed over his career on the capital markets side to create value for clients. Prior to WallachBeth, Dana was on the international trade desk at Citigroup. Before his time in New York, he was playing professional basketball in Germany and the ABA. Dana graduated from Skidmore College in 2005 and continues to be active as an alumnus in the career advancement side of his alma mater and the student athlete community.

Peter Strzalkowski, CFA

Chief Executive Officer,

Senior Portfolio Manager,

Curasset Capital Management

Peter serves as CEO and portfolio manager of Curasset Capital Management. From 2009-2020 he was responsible for the performance of core, credit, and limited-term bond strategies at OppenheimerFunds in his role as senior portfolio manager, senior vice president, and co-team leader. Prior to joining the Core Bond Team in 2009, Peter was a portfolio manager on OppenheimerFunds' Cash Strategies team. Peter holds a B.S. in finance from Virginia Commonwealth University.

Gabriela D. Santos

Managing Director,

Americas Chief

Market Strategist,

J.P. Morgan Asset Mgmt.

Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas.She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets - Latin America, amongst other publications. She is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press. Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC's Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager.

Moderator

David A. Caffrey

Vice President, Client Advisor (Institutional Advisor Team),

J.P. Morgan Asset Management

David A. Caffrey is vice president and client advisor at J.P. Morgan Asset Management where he serves registered investment advisor and bank and trust clients across the Southeast region of the United States. In his role, Dave is dedicated to empowering advisors by equipping them with intellectual capital to enhance their client interactions. He takes pride in helping advisors construct superior portfolios through J.P. Morgan Funds' comprehensive approach to asset management. Additionally, Dave provides specialized training on market trends and ensures advisors have direct access to portfolio managers, specialists, and strategists. Dave has over two decades of experience in financial services.

Member Spotlight

Owen R. Mayfield, CFA

Managing Director

TriStar Asset Group

Owen is the managing director at TriStar Asset Group where he assists in capital fundraising as well as financial and investment strategy and analysis. He is also a Managing Member of Spectre Capital, LLC, a private investment entity focused on public markets and private equity investments.

Owen is a true pillar in our financial community and a valuable member of our Society. Click the button below to learn what inspired him to pursue the CFA Charter and join CFA Society Mississippi in his answers to our Member Spotlight questions.

CFA Society Mississippi | cfasociety.org/mississippi