GCMFA

GCMFA Annual Meeting
2024-05-14 17:00 - 20:00 (America/Detroit) | The Transept, 1205 Elm Street, Cincinnati, OH, 45202, United States
Join us for the GCMFA Annual Meeting

Meeting Agenda

Trustees Nominations

Annual Officer Approvals

Discussion of 2024-2025 Meetings and Networking Events

Keynote Presentation – Erica Richardson – ICI’s Chief Strategic Communications Officer

Individual Registration

Click here to download the registration form for the 2024 GCMFA Annual Meeting. The fee for individual attendance is $60.
Firm Sponsorship Opportunity
Firms have the option to sponsor the GCMFA Annual Meeting. Two different sponsorship opportunities are available:

GCMFA Member Firms: $500
Non-Member Firms: $800

Each sponsorship covers the cost of having four individuals attend the Annual Meeting. All sponsors are recognized and thanked throughout the evening in signage, a PowerPoint presentation, and by the Master of Ceremonies. Click here for more information on this sponsorship opportunity.
Please direct questions and confirmation of your sponsorship to Dennis Mason (dmason@kbc.team | (202) 753-7141).
Deadline for Individual Registrations and Firm Sponsorships: May 6, 2024
Thank you for your ongoing support, and we look forward to having you join us in person!
Click here for a copy of the Sponsor slide deck from the Annual Meeting.

Spring Networking Event
2024-03-05 16:00 - 20:00 | The Backstage Event Center, 625 Walnut St, Cincinnati, 45202, United States
See additional details for the Networking Event under the Basic Training Events page. This includes a link to the Registration Form.

Basic Training Workshop
2024-03-05 12:30 - 15:30 | EY Office, 221 East Fourth Street, Cincinnati, OH, 45202, United States
GCMFA Mutual Funds Basic Training Workshop
Tuesday, March 5, 2024
Workshop: 12:30 pm – 3:30 pm
Cost: Free For GCMFA Members
$50 non-member fee
Basic Training at Atrium II
EY Office
First Floor Conference Room
221 East Fourth Street
Cincinnati, OH 45202
—Lunch is provided—

Todd Heim (Ultimus), Joey Ludwig (EY) and Ryan Wheeler (Thompson Hine) are the presenters for this training course 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, legal and compliance considerations and the advantages associated with mutual funds.
Part II: Purchasing Mutual funds – we’ll assess how a fund’s share price is determined, where investors go to purchase funds, the various types of sales charges that exist, and examine what makes up a fund’s expense ratio.
Part III: Comparing mutual funds – we’ll examine the criteria that investors and investment professionals use in comparing various funds: performance, expense, risk indicators, etc.

Following the Basic Training, Members are invited to attend a Spring Networking Event from 4:00-8:00pm at the Backstage Event Center
625 Walnut Street, Cincinnati, Ohio 45202.
Deadline for Reservations: February 28, 2024
Click here for Basic Training Workshop Flyer.
Register via email or fax the Registration form to 1+513-939-2653 by February 28, 2024

Winter Networking Event
2023-12-07 16:00 - 20:00 | Covington Yard, 401 Greenup Street, Covington, KY, 41011, United States
Looking to connect with other investment industry professionals in the Greater Cincinnati community?
Join the GCMFA on December 7 for a Winter Networking Event at Covington Yard. The event will run from 4 to 8pm and will give all attendees the opportunity to expand their personal and professional networks. The first drink is free for all members, food will also be available for members around 5:00pm.
Deadline for Reservations: December 5, 2023

GCMFA and ICI Networking Reception
2023-10-10 17:00 - 20:00 | The View, 1071 Celestial Street, Cincinnati, OH, 45202, United States
Get ready for ICI and GCMFA’s partnered event!

On October 10, ICI is partnering with the Greater Cincinnati Mutual Funds Association to host an evening of networking for asset management professionals in the greater Cincinnati area.

Program Highlights

A fireside chat with ICI President and CEO Eric Pan on his perspectives of the current landscape of the funds industry.
Social opportunities to meet a dynamic community of financial professionals based in the Greater Cincinnati region.
Networking reception with asset management experts, thought leaders, and peer professionals.

GCMFA Day at the Reds
2023-08-15 17:10 - 22:00 | Great American Ballpark, 100 Joe Nuxhall Way, Cincinnati, OH, 45202, United States
2023 GCMFA Day at the Reds
Tuesday, August 15, 2023
Game: 6:40 p.m.
Reds vs. Cleveland Guardians ($45 ea.)
Gates Open 5:10 p.m.
Arrive When Convenient
At the request of members, the game is being hosted this year as a stand-alone event. The Riverboat Deck package includes admission, food, and beverage. Tickets are regularly priced $90 but are only $45 for active GCMFA members. These discounted tickets are another benefit of an active membership with GCMFA. Please attend and take advantage of a great networking opportunity!
Please complete the GCMFA Reds Ticket Order Form and fax to 513-939-2653 or email info@gcmfa.org by Tuesday, July 25.
Please mail your payment (with the order form) to the following address by Tuesday, August 1st to ensure timely receipt before tickets must be purchased:
GCMFA, PO Box 31206, Cincinnati, OH 45231.
Questions? Call Jill Claire at 513-939-2652 or email info@gcmfa.org.
