2014 Annual Meeting

  GCMFA Annual Meeting & Dinner Program Thursday, December 4, 2014 The University Club of Cincinnati Keynote Speaker: Andrew Bowden Director of U.S. Securities and Exchange Commission Office of Compliance Inspections and Examinations The evening will begin with a reception at 5:00 p.m. and a Sponsor’s Raffle followed by dinner and GCMFA Annual meeting, then our keynote speaker Program & Dinner   –   $70/person Attendance is limited to 120 people  Deadline for Reservations: November 26, 2014   See attached flyer for details.  14-12-04 Annual Dinner Meeting...

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2014 Accounting Workshop

Accounting Workshop Wednesday, October 29, 2014 5:30 p.m. – 6:00 p.m. networking 6:00 p.m. – 7:30 p.m. workshop Scripps Center 10th Floor 312 Walnut Street Cincinnati, Ohio  45202   Overview of the 2014 ICI Tax & Accounting Conference This workshop will highlight key sessions of the September 29 – October 1, 2014 ICI Tax & Accounting Conference held in Phoenix, Arizona including:   Security Valuation Vendor Oversight Liquid Alternative Funds Current Tax Developments Current Mutual Fund/SEC Accounting Issues Program is FREE to GCMFA members $100 non-member...

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2014 Basic Training Workshop

16th Annual Basic Training Workshop Wednesday, November 12, 2014 8:30 a.m. – 1:00 p.m. (Lunch included) Pictoria Tower- 1st Floor Conference Room 225 Pictoria Dr. Cincinnati, Ohio  45246   behind Showcase Cinema de Lux at Route 4 & I-275 (Exit 41)   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 Investor Services Operations, will lead the training.  The following key areas will be covered during this training: Part I:  Fund...

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