A Mid-Year Update and Q&A with the ICI

A Mid-Year Update and Q&A with the ICI When: Thursday, July 30, 2020 10:00-11:00am        Where: Virtually – Cisco Webex As a follow up to last week’s Save The Date Email, here is the registration form for our Mid-Year Update and Q&A session with Paul Schott Stevens of The Investment Company Institute.  We ask that you return the registration form on or before Friday, July 24 and please take time to consider questions you may like to have addressed by Paul. Thank you for your ongoing support and we look forward to having you...

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GCMFA Annual Meeting & Reception

GCMFA Annual Meeting & Reception Tuesday, December 3, 2019        The University Club of Cincinnati 401 E. 4th Street ▪ Cincinnati, Ohio 45202 Join us at the GCMFA Annual Meeting & Reception for our Keynote Presentation Key Initiatives for the SEC Division of Investment Management Alison Staloch, Chief Accountant Division of Investment Management U.S. Securities and Exchange Commission Alison is the Chief Accountant of the Division of Investment Management at the SEC. She works closely with Commission staff to recommend investment company policies ensuring full and fair...

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The 2019 GCMFA Compliance, Tax & Accounting Workshop

Tuesday, October 22, 2019 Scripps Center 312 Walnut Street, 10th Floor Conference Room Cincinnati, OH 45202 11:00 am- 1:30 pm Event will cover compliance, tax, and accounting topics from the 2019 ICI Conferences Topics Include: Compliance Hot Topics Current Accounting/SEC Developments Security Valuation Issues Tax Update The Seminar is open to all employees in your organization, a benefit of your membership and participation in the Greater Cincinnati Mutual Funds Association. Boxed lunches will be provided. Please forward this notice to other associates who may benefit from participation...

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21st Annual Mutual Fund Basic Training Workshop

Friday, November 8, 2019 Pictoria Tower 1st Floor Conference Room 225 Pictoria Drive, Cincinnati, OH 45246 8:30 am- 1:00 pm   Chris Minton is our speaker for this half day training course is designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold. 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: Purchasing Mutual...

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GCMFA Happy Hour with CFA Society Cincinnati

Thursday, September 17, 2019 Rhinegeist Brewery, Annex Room 1910 Elm Street ▪ Cincinnati, Ohio 45202 5:00 p.m.- 8:00 pm Looking to connect with other investment industry professionals in the Greater Cincinnati community? Join the GCMFA on September 17 for a Networking Happy Open House at Rhinegeist Brewery. The event will run from 5 to 8pm and will give all attendees the opportunity to expand their personal and professional networks. This event is free to attend and open to all current members and non-members. Food will also be provided for all attendees. Deadline for Reservations:...

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2019 GCMFA Annual Meeting

Save the Date GCMFA Annual Meeting & Reception Tuesday, December 3, 2019        The University Club of Cincinnati 401 E. 4th Street ▪ Cincinnati, Ohio 45202 Join us at the GCMFA Annual Meeting & Reception for our Keynote Presentation Key Initiatives for the SEC Division of Investment Management Alison Staloch, Chief Accountant Division of Investment Management U.S. Securities and Exchange Commission Alison is the Chief Accountant of the Division of Investment Management at the SEC. She works closely with Commission staff to recommend investment company policies ensuring...

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