Past Events

10/13/16 Lunch & Presentation – Fundamentals of Technical Analysis

ralph-acamporaSpeaker: Ralph Acampora
Event held on October 13th, 2016

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Ralph Acampora
Head of Technical & Market Analysis at Altaira Capital Partners LLP

Ralph is a pioneer in the development of market analytics and has a global reputation as a market historian and technical analyst. He is former Director of Technical Research at Smith Barney and Prudential Securities, and is a published author and popular lecturer consulted by financial experts and journalists worldwide. He has lectured at the New York Institute of Finance for over 40 years and cofounded the Market Technicians Association (MTA). He helped create the Chartered Market Technician (CMT) designation which is now recognized by FINRA as the equivalent of a Chartered Financial Analyst (CFA).

9/22/16 Lunch & Presentation – Investing in the Future of Cancer Care

Speaker: Brad Loncar
Event held on September 22, 2016

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Investing in the Future of Cancer Care

Noted biotechnology investor and commentator Brad Loncar will talk about a transformative area within the biotech space called cancer immunotherapy. Immunotherapy is expected to become the foundational treatment for cancer over the next ten years. While traditional medicines like chemotherapies often give cancer a broad punch, the benefit of using immunotherapy is derived from the immune system’s dynamic nature and the way it can more precisely be tailored to fight a patient’s disease. Immunotherapies have already been approved by FDA and are changing medical practice in melanoma, lung, kidney, and blood cancers. The approach was recently in the news, as President Jimmy Carter has responded well to one of these drugs.

Brad Loncar

Independent biotech investor and analyst Brad Loncar regularly provides his unique insight and analysis on this market segment to the investment community via a variety of publishing platforms. He is one of the most followed voices in biotech on social media. He previously worked in the financial services industry at Franklin Templeton Investments, and was appointed to serve in a Senior Adviser role at the U.S. Department of the Treasury.

2/23/16 CFA KC Investment Forum

February 23, 2016
Intercontinental Hotel • 401 Ward Parkway Kansas City MO 64112

Francois Trahan, Portfolio Strategist with Cornerstone Macro
Paula Campbell, U.S. Economist with Morgan Stanley
Jim DeMasi, Fixed Income Strategist with Stifel

CFA Society Kansas City hosted our Annual Investment Forum on Tuesday, February 23, 2016, bringing together the areas leading investment professionals and decision makers.

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12/15/2015 Dinner & Presentation with Michael Mauboussin

Speaker: Michael J. Mauboussin, Credit Suisse

December 15th, 2015 • 5:00pm cocktails and appetizers, 6:00pm dinner & presentation
InterContinental Kansas City At The Plaza Rooftop Ballroom

What role, exactly, do skill and luck play in our successes and failures? Some games, like roulette and the lottery, are pure luck. Others, like chess, exist at the other end of the spectrum, relying almost wholly on players’ skill. In this presentation, Michael Mauboussin untangles the intricate strands of skill and luck, defines them, and provides useful frameworks for analyzing their relative contributions. He offers concrete suggestions for how to put these insights to work to your advantage in business and other dimensions of life.

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Putting Investors First – 5/12/15

microphone-704255_640ON May 12, 2015 CFA Society-Kansas City presented a lively panel discussion entitled:  “Putting Investors First – Changes In Our Industry’s Regulatory Environment Since 2008, How Is It Impacting Our Industry and What Can We Do as Investment Professionals”

The reputation of the financial services industry has been tarnished in recent years by financial scandals, scams and practices that have put investor interests in second place. The “Putting Investors First” panel program will discuss the current ethical mandates and responsibilities, key regulatory issues pertinent today and tips for managing and thriving in this environment.  It aims at promoting awareness of best practices in asset management including:

  • Current and emerging regulatory trends
  • Discovery and prevention of investor fraud
  • Fairness and transparency in the financial markets
  • Ethical dilemmas and gray areas

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