Spring 2022 | Volume 2 | Issue 2 |
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Upcoming Society Events and Socials |
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Wednesday, May 4 @ 11:30 AM -1 PM
Anjou Restaurant (Ridgeland, MS)
Continuing Education Luncheon with VanEck:
"Investing in Wide Moat Companies"
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Summary: One of the keys to finding superior long-term investments is buying companies that will be able to stay one step ahead of their competitors, and it's this characteristic--think of it as the strength and sustainability of a firm's competitive advantage--that Morningstar characterizes as an economic moat. Things like patents, cost advantages, pricing power, or geographic monopolies all contribute to the moat a given firm might have. At this lunch, VanEck will discuss how to invest in US companies with long-term, sustainable competitive advantages (wide moats) at attractive valuations - with the power of Morningstar's equity analyst team.
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Phil Kirouac, CIMA®
VanEck Director,
Institutional Business Development,
Insurance
Phil joined VanEck in 2018 and serves as the director of Institutional Business Development for VanEck’s actively managed strategies and ETFs. He's responsible for institutional business development and client relations with U.S. insurance companies across general account and annuity investment platforms.
Prior to joining VanEck, Phil was a vice president at BlackRock and focused on business development with U.S. insurance companies. He has previous experience in business development and client relationship management with Credit Suisse, Canaccord Wealth Management, and Dundee Wealth Management. He holds a Certified Investment Management Analyst (CIMA®) designation and has a bachelor's degree in liberal arts from Columbia University.
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Patrick Finn, CFA
Managing Director,
ETF Business Development
Patrick joined VanEck in 2010 and currently serves as the director of Business Development for VanEck ETFs where he oversees the ETF Client Services team and manages and cultivates institutional relationships.
Prior to joining VanEck, Patrick worked as an associate with Northern Trust
and held analyst positions with Goldman Sachs and Morgan Stanley. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Chicago. He has a bachelor's degree in marketing from DePaul University.
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Thursday, May 26 @ 11:30 AM - 1 PM
Char Restaurant (Jackson, MS)
Bitwise Asset Management: Crypto Regulation
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Topics to Be Covered:
- The short-and long-term impact of President Biden's executive order on crypto
- Where legislators stand on crypto and how crypto legislation may impact markets
- What financial advisors must know about crypto regulation in their role as a fiduciary
- The outlook for a spot bitcoin ETF
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David Lawant
Director of Research,
Bitwise Asset Management
David Lawant is the director of research at Bitwise Asset Management. Previously, he worked for over ten years as an equity research analyst for JP Morgan and, Itaú Unibanco, the largest investment bank in Latin America. David was ranked 13 times in the Institutional Investor Ranking among the leading analysts in his space. Lawant was also a founding partner of Iron Capital, a Brazilian investment boutique focused on alternative assets, and head of research of Hashdex, a cryptocurrency index fund. David holds a BA in Electrical Engineering from Sao Paulo’s University and a Master of Science in Management degree from the Stanford Graduate School of Business. He was also a co-author of the guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals published by the CFA Research Institute.
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Juan Leon
Crypto Research Analyst,
Bitwise Asset Management
Juan Leon is a Research Analyst at Bitwise Asset Management with a focus on crypto equities. Prior to Bitwise, he was a Portfolio Manager at U.S. Global Investors, an innovative investment manager known for expertise in gold and precious metals, natural resources, and emerging markets. Before U.S. Global Investors, Juan was a Financial Analyst at Rackspace Technology, a leading end-to-end multi-cloud technology solutions company. He is a graduate of Trinity University, where he double majored in Political Science and Economics. Juan also earned the Chartered Financial Analyst designation from the CFA Institute.
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CFA Society Member Spotlight |
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Meet Our Newest Society Member |
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Available Scholarships for Students and Candidates |
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CFA Society Mississippi has two categories of our Kaplan Schweser scholarships available to our 2022 CFA Exam candidates. These 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 genuine intent to join the CFA Society Mississippi.
If you know someone who may be interested in applying for the below scholarships, please pass along the below communication.
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We are offering three women's scholarships for 2022. To apply through CFA Society Mississippi, please have interested individuals send an email to CFA Society Mississippi (info@mississippi.cfasociety.org) stating their interest and/or intent (or recent action) to join our Society and their interest in applying for this scholarship.
The early application for this scholarship requires you to submit your statement of intent/interest by April 30.
You may submit letters after that date but early applications will be awarded on April 30.
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We still have six general scholarships available for 2022 CFA Exam candidates. The Kaplan scholarship covers one of three Kaplan products. Click here for more information. Selected candidates will receive specific details of the three products from which one may be selected.
To apply, please have interested individuals send an email to CFA Society Mississippi (info@mississippi.cfasociety.org) stating their interest and/or intent (or recent action) to join the CFA Society Mississippi and their interest in applying for this scholarship.
April 30 is the deadline to submit the application/statement of intent.
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In Remembrance of Richard Alan Sun
CFA Society Mississippi Member and Friend
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It is with heavy hearts we share the news of the passing of one of our own. A Jackson native and beloved member of our Society for fourteen years, Richard Alan Sun passed away in his home on March 1, 2022.
To know Richard was to know a life dedicated to encouraging and supporting others. All throughout his career, Richard championed and supported early-stage startups, including investing his own money, time, and talent through his firm, Sun & Co. This passion continued into his last days as he faithfully remained a dedicated leader in growing a high-tech economy in the state of Mississippi and helping make this state a leader for the future.
To read Richard's full biography and the many ways he stood for our Society's mission, click here.
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