Annual Dinner Meeting

GCMFA Annual Meeting & Dinner Program Tuesday, December 4, 2012 Queen City Club 331 E. 4th Street, 2nd Floor, Cincinnati, Ohio, 45202  Free valet parking or self park at 303 Broadway Garage Join us at the GCMFA Annual Dinner for an enlightening presentation by Neil Bathon Founder and Partner, FUSE Research Network LLC   The evening will begin with a reception at 4:30 p.m. and a sponsor raffle of two (2) Kindle Fires followed by dinner and GCMFA annual meeting, then our keynote speaker… Industry and Distribution Trends by Neil Bathon Previously: •          ...

read more

Basic Training Workshop

GCMFA Fourteenth Annual Mutual Fund Basic Training Workshop   This half day training course is designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold.  Chris Minton, VP/Training Manager for Citi Transaction Services, will lead the training.  The following key areas will be covered during this training:   Part I:  Fund Basics – we’ll take a look at common mutual fund objectives, the risk/reward characteristics of the securities they invest in, and the advantages associated with mutual funds.   Part II: ...

read more

Accounting Workshop

Monday, October 22, 2012 5:30 p.m. – 6:00 p.m. networking 6:00 p.m. – 7:30 p.m. workshop Scripps Center 312 Walnut Street, 10th Floor Cincinnati, Ohio  45202   Overview of the 2012 ICI Tax & AccountingConference   This workshop will highlight key sessions of the October 1-3, 2012 ICI Tax & Accounting Conferenceheld in Orlando, Florida including: The Growth and Challenges of Alternative Investment Structures Financial Reporting Current Tax Developments Current Mutual Fund/SEC Accounting Issues Program is FREE to GCMFA members $100 non-member fee Deadline for...

read more