Events

Thursday, September 12, 6–7 p.m., Johnson Investment Lab (Lindner Hall 3120) 

Students can learn more about:  

• The CFA, CFP, CAIA, and FRM designations 
• Which designations support which kinds of careers 
• The value of a finance professional designation 
• Which designation is right for them 
• How they can earn a designation and the exam and eligibility requirements. 
• The content of each designation 
• How best to prepare for exams and resources available to help you 
• Scholarships available to offset prep and exam fees  

Wednesday, September 11, noon – 1:30 p.m., Johnson Investment Lab (Lindner Hall 3120) 

Presented by Steve Slezak, PhD, Director, Johnson Investment Institute, this lunch and learn will explore current issues in ESG (environment, social, governmental) investing, including disclosure quality, trends in ESG-motivated portfolio rebalancing, the magnitude of its impact, how you can have impact, and whether you can “do well by doing good.”   

Friday, September 6, 12-2 p.m., 1819 Innovation Hub, University of Cincinnati 

The Johnson Investment Institute is a community partner for MidwestCon2024, which will engage the audience in a debate of public policy issues concerning tech (e.g., AI, cryptocurrency, decentralized finance) and innovation.  

Featured debaters include:  

• Paul Grewal, Chief Legal Counsel for Coinbase 
• Tim Ryan, former member U.S. House of Representatives (Ohio), current member of Coinbase’s Global Advisory Council on Cryptocurrency and Blockchain Policy  
• David Lopez, attorney specializing in SEC compliance in the blockchain space  

Join us on March 29 from 9-10 a.m. in Lindner Hall 1410 to hear from Scott Stump, Vice President of Private Investments Fund (BPIF), Portfolio Management Team at BlackRock, as he discusses BlackRock's innovative Aladdin Platform and alternative investments exchange traded funds (ETFs).

Join Saleha Mohsin, senior Washington DC reporter, Bloomberg, and author of “Paper Soldiers: How the Weaponization of the Dollar Changed the World Order,” as she delves into the intricacies of U.S. Treasury policy, its impact on investment returns, and its role in upholding the stability and vigor of the U.S. dollar. This event will take place on April 8, from 4:30-6 p.m. in Lindner Hall 1210, followed by a reception. 

The first set of workshops in the Fundamentals of Capital Markets: Trading Analysis series provides hands-on application of Bloomberg tools, additional niche charting techniques, and macro fundamental and technical analysis.   

Each workshop is self-contained. No prior background or experience in finance is needed to engage in workshop content and activities.  

The next workshop in the series will be held on Wednesday, February 21 from 4:30-5:30 p.m. in the Johnson Investment Counsel Investment Lab in 3120 Lindner Hall. 

David A. Salem, PhD, the Richard E. Thornburgh Professorship of Practice in finance and director of JII’s Experiential Learning Platform, will present and lead the workshop. Salem has extensive professional experience as an index option market-maker/pit trader and can share his insights and experiences as a professional trader.  

The Johnson Investment Institute invites students for a learning and networking opportunity on Wednesday, February 14, to hear more about:  

• What does financial planning entail and how does it differ from other finance areas?  
• What do financial planners do (day-to-day, over a career)?   
• How to become a financial planner? 
• The professional Certified Financial Planner (CFP) designation 
  • Benefits of having the CFP designation 
  • Testing and pre-testing coursework requirements 
  • Preparing and taking the CFP exam 
• Financial planning coursework at Lindner 
• Networking opportunities in financial planning  
• Starting your own business as a financial planner 

The event will take place Wednesday, February 14 from 4:30-5:30 p.m. in the Johnson Investment Counsel Investment Lab, 3120 Lindner Hall. 

The Johnson Investment Institute (JII) will begin its Investment Topics and Techniques Workshop Series this month. The workshop series will address specific topics and/or techniques of practical importance to investing. The first collection in the series, "Fundamentals of Capital Markets Trading Analysis," begins on January 24 and will focus on macro fundamental analysis, niche charting techniques and technical analysis, and investment hedging techniques.

This first set of workshops will be conducted by David Salem, the Richard E. Thornburgh Professorship of Practice in finance and director of JII’s Experiential Learning Platform. This first set of workshops will be held on consecutive Wednesdays, beginning January 24, 4:30-6 p.m. in the Johnson Investment Counsel Investment Lab, 3120 Lindner Hall.  

The Johnson Investment Institute hosted the Women in Finance Summit II in November, resulting in commitments from students, faculty and industry professionals to support the activities of a student-run organization at Lindner. The student organization will focus on engaging with the finance academic community and the finance industry regarding the causes and appropriate remedies of gender representation gaps in the financial services industry.  

The first meeting of the student leadership group will be held on:

• Tuesday, January 16
• 5-6:30 p.m.
• Johnson Investment Counsel Investment Lab, 3120 Lindner Hall 

At this meeting, we will

1. Brainstorm on this organization’s mission, vision, strategic initiatives, and formal structure (e.g., set of leadership roles).
2. Chart concrete next steps and an operational plan. 

To help facilitate brainstorming and planning, Jamie Weathers, PhD, assistant professor-educator of finance and director of the Women in Finance Initiative, will set an initial agenda – and then let you set the course that is most meaningful to you.   

November 16, 6-8 p.m., Lindner Hall room 1220/1225

The purpose of "Women in Finance Summit II: Creating a Platform for Exploration and Mutual Support" is for students to ideate and create a new Lindner student organization to examine and advance issues of importance to women in financial markets and financial careers.

We will brainstorm and develop a concrete set of next steps that empowers the formation of a student leadership team to design and build this new organization, supported by faculty, administration and industry partners.

Agenda

• 6 p.m.: Opening panel of women leaders from finance fields
• 6:30 p.m.: Networking and refreshments
• 7 p.m.: Ideation and creation breakouts
• 7:30 p.m.: Formation of concrete next steps

Panelists

• Katie Kober, CFA, Bahl and Gaynor, Portfolio Analyst
• Vatey Limsreng, Fifth Third Bank, Capital Markets Risk, Quantitative Analyst II
• Laura Mattern, CFA, CFP, Johnson Investment Counsel, Senior Portfolio Manager
• Cindy Peebles, CPA, CGMA, Reynolds Jet, Vice President, Finance
• Shelly Rice, CPA, Western and Southern Financial Group, Vice President, Finance

Can't attend on November 16?

Join a discussion session on November 20 from 12-1 p.m. in the Johnson Investment Lab (Lindner Hall room 3120).