About GCMFA

What is GCMFA?

The Greater Cincinnati Mutual Funds Association, Inc. (GCMFA) is a non-profit organization designed to provide mutual fund professionals a forum to share ideas, exchange information, network, and develop skills to help bring success to their respective organizations.

Members of the Greater Cincinnati Mutual Funds Association, Inc. include all types of firms involved in the investment company industry. Member organizations benefit from their involvement with the GCMFA in a number of distinct and tangible ways.

The GCMFA consistently sponsors workshops, seminars, meetings and social events as a way of furthering its mission. Members are provided with a GCMFA directory to facilitate interaction and idea sharing. Additionally, membership in the Greater Cincinnati Mutual Funds Association, Inc. is very affordable. The annual membership fee of $300 covers membership for all your company’s employees.

We hope that you will consider joining the GCMFA.  2018-2019 Dues Invoice

GCMFA IS…

A not-for-profit association organized in 1991 by industry professionals to better educate themselves and their peers in industry-related matters. Since that time, the association has expanded to reach Fund companies and service partners in eight states. GCMFA provides a forum for education, networking, and the exchange of ideas and best practices among members.

MISSION STATEMENT

GCMFA’s mission is to sponsor innovative and informative programs and workshops incorporating all aspects of the Mutual Fund industry, and to create a forum through which its members can freely exchange ideas and information.

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Benefits of Joining the GCMFA

Networking/Workshops/Meetings

The Greater Cincinnati Mutual Funds Association, Inc. (GCMFA) includes professionals employed in the investment company/mutual fund industry as well as professionals serving this industry including accountants, attorneys, banks, custodians, transfer agents, etc. The purpose of this association is to organize a group to conduct and participate in conferences on investment company/mutual fund related matters and exchange ideas of both a national and local interest. Examples of some of the meetings, workshops and activities of the GCMFA over the past few years include:

  • Legal/Regulatory Workshops—roundtable discussions regarding current mutual fund legal and regulatory matters.
  • Accounting Workshops–roundtable discussions regarding current mutual fund accounting and tax matters.
  • Sales/Distribution Workshops—in this workshop, leading experts in sales and distribution provide timely discussions on current trends in distribution.
  • Compliance/Operations Workshops–roundtable discussions regarding current mutual fund compliance and operational matters.
  • Basic Mutual Fund Training–instructor-led training on the operations of a mutual fund. Topics include regulation, accounting, distribution, taxes, etc.
  • Annual Dinners–past featured speakers have included Meyrick Payne, Managing Partner of Management Practice, Inc. Neil Bathon, Founder of FUSE Network LLC, Roel Campos from Locke Lord Bissell & Liddell LLP, Executive Director Susan Wyderko, Mutual Fund Directors’ Forum, consultant Geoffrey Bobroff, Bloomberg Editor-at-Large Thomas Keene, economist Joel Prakken, Congressman Rob Portman, Barry Barbash of the SEC,  Richard F. Hokenson, Chief Economist of Donaldson, Lufkin & Jenrette; Don Phillips, Publisher, Morningstar; Ralph Acampora from Prudential Securities; and Matt Fink, President, Dan Crowley, Chief of Governmental Affairs, and Elizabeth Krenztmen, Chief Legal Counsel, Investment Company Institute.
  • Social Outings— Cincinnati Reds outing for members and guests.

Membership Dues

  •  $300 covers membership for all of your company’s employees.
  •  To join, print the invoice below and follow its instructions. Questions? Call 513-939-2652
  • 2018-2019-dues-invoice
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