CFA Society of Columbus CFA Day/Volunteer Appreciation Dinner

Please join the CFA Society of Columbus in welcoming Adam L. Berger, CFA as our speaker for our June Dinner.

"Redefining the Long Term: Four Capital Market Trends for the next 20 years"

Managing Director and Asset Allocation Strategist, Wellington Management

As an asset allocation strategist, Adam develops research on capital market and asset allocation themes, advises clients and prospects on investment strategy and policy issues, and implements investment solutions for clients.

Prior to joining the firm in 2012, Adam was the head of Portfolio Solutions at AQR Capital Management, where he delivered thought-leading research and ideas to existing and prospective investors, including white papers, customized research, and proprietary analytical tools (2007-2012). At Goldman Sachs Asset Management, Adam served as a research strategist in Global Investment Strategies and as chief of stall to the heads of GSAM. During his 11 years at Goldman Sachs, Adam also worked in the firms Pension Services Group and Equities Division.

Adam earned his MBA, with honors, with a concentration in finance from the University of Pennsylvania (Wharton, 2002). He earned his AB in Philosophy, magna cum laude, from Harvard College (1995). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Cocktails will begin at 5:30 with the dinner presentation to follow.

RSVP's due no later than Friday, May 27, 2016!

** Also, we would like to let you know of a new policy which will go into effect July 1, 2016. If you register for an event and do not attend (or cancel after the RSVP deadline) your name will be added to a no-show list. After your second offense, you are required to pay the fee for the last event you missed before being eligible to attend future events. We are implementing this new policy in order to manage our costs as we have seen a large increasae in no-shows over the past couple years.