Spring 2024 Member Newsletter

Society news & updates

Spring 2024 | Volume 4 | Issue 2

UPCOMING SOCIETY EVENTS

April 17 @ 11:30 AM | Anjou Restaurant

DEADLINE TO REGISTER: 12 PM, MONDAY, APRIL 15

PRESENTATION SUMMARY | The U.S. private credit market has evolved significantly over the years and continues to grow rapidly. Despite challenges in today’s market environment, strong tailwinds are pushing the asset class forward. Golub Capital is a private credit specialist with 30 years of experience providing financing solutions to middle-market companies and navigating multiple market cycles. Join us to learn why we believe 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.

Richard D. Jacobson

Managing Director,

Golub Capital

SPEAKER BIOGRAPHY | Mr. Jacobson joined Golub Capital in 2014 and is a Managing Director in the Business Development group. He is responsible for managing existing and new client relationships across all investment offerings for the Firm. Prior to joining Golub Capital, Mr. Jacobson worked at Stern Capital, a private investment firm, where he led the firm's expansion into private debt and equity transactions. Prior to this position, Mr. Jacobson served as a Managing Director and one of four partners overseeing Indosuez Capital’s Merchant Banking group, where he was a member of the Investment Committee and oversaw the group’s origination and structuring of senior loans, mezzanine debt and private equity co-investments. Prior to that, Mr. Jacobson was an Associate in the law firm of Jacobs, Persinger and Parker, where he drafted documents relating to acquisitions, joint ventures, private placements, leveraged buyouts and debt financings. Mr. Jacobson earned his BA degree cum laude in English and Sociology from Tulane University. He received an MBA from Columbia Business School and a JD from American University’s Washington College of Law.

IMPORTANT SOCIETY NEWS AND UPDATES

Increase in Society Membership Dues for MY25

We want to notify all members of an upcoming increase to CFA Society Mississippi membership dues when renewal opens in May for the 1 July 2024 to 30 June 2025 membership year. Membership dues will increase from USD 70 to USD 100. This price change will apply across regular (which includes charterholder and noncharterholder) and affiliate categories.

Reason for Increase: Membership dues have remained steady since the founding of our Society in the mid-1980s, despite great cost increases as a result of inflation and a steady decrease in funding from CFA Institute. The Society's Board of Directors formally voted in unanimous favor to increase dues at our recent board meeting in March.

This increase in dues will allow us to maintain and continue to improve in several areas that provide value and benefits to our membership. Such areas include the continual development of relevant and engaging programming opportunities for our members, including professional learning and networking opportunities, and further strengthening of our university/college outreach to both students and faculty.

If you have any questions about the increase in dues, please email us here.

CFA Exam Materials Scholarships Available

As expressed in recent Society emails, CFA Society Mississippi is encouraging applicants for the two categories of our Kaplan Schweser study materials scholarships.

We have 5 general scholarships available and 3 women's scholarships available to our 2024 CFA Exam candidates. These study materials scholarships are open to students enrolled at most Mississippi (and many North Louisiana) colleges and universities. We are especially targeting students and individuals who have already joined or who express their genuine intent to join CFA Society Mississippi.

To apply, each applicant simply needs to email us stating (1) their interest and/or intent to join CFA Society Mississippi and (2) an expression of interest in applying for this scholarship.

If you know someone who may be interested in applying for the above scholarships, please instruct them to reach out to us at our Society's inbox: "info@mississippi.cfasociety.org."

UNIVERSITY OUTREACH VOLUNTEERS NEEDED:

FALL 2024 - SPRING 2025 SEMESTERS

Are you ready to ignite a spark of inspiration in the next generation of financial professionals?

We are actively looking for dedicated volunteers who possess a deep passion for empowering students and supporting the educators who mold these future industry leaders. We have a unique opportunity to inform these students about the CFA Charter, the CFA Program, and the benefits of engaging with a local Society chapter like CFA Society Mississippi. Join us in shaping a brighter future for the financial world and making a lasting impact on the lives of those who will drive innovation and success in the years to come!

Our University Outreach Committee is seeking volunteers for our local Mississippi and Northern Louisiana schools in the upcoming semesters. Speak to classes, serve as industry experts for the CFA Research Challenge, participate as CFA Program mentors, and more! We are asking our experienced and distinguished members to share their knowledge of the industry and promote ethical standards in the upcoming generation. We can provide you with outlines, materials, and PowerPoints to help with your presentations. All we need is your time and commitment!

If interested in volunteering, please complete our brief volunteer interest form below.

CLICK TO COMPLETE VOLUNTEER FORM

CFA Society Mississippi | cfasociety.org/mississippi