I’m on the program committee for the Baltimore CFA Society. We hold around 10-12 programs per year, meeting for lunch at the Centre Club in Downtown Baltimore. It’s probably the most visible aspect of the society. Even when I wasn’t on the program committee, I still brought in some speakers: John Neff, Richard Bernstein, and a few others.
But now the new season approaches, and I have to come up with new names. People in New York City or DC are easy, because they can just take the Metroliner. A few other notes: the Baltimore society is equity-oriented. That means that we can do one or two bond-oriented speakers, but not more.
Instead, we have to focus on:
- well-known equity investors
- institutional investors with good track records.
- Clever niche investors/advisors/economists that are well-known.
Now, the Baltimore Society can pay, but it doesn’t have tons of dough. We shepherd our resources carefully as the second-largest CFA society run internally. (The largest is Denver.)
So, who should I try to attract to speak to the Baltimore CFA Society? I have some ideas:
- Ed Meigs, notable and local high yield manager (The High Yield guy I learned from)
- Joshua Brown, of The Reformed Broker
- Eddy Elfinbein, of Crossing Wall Street
- Barry Ritholtz, of The Big Picture
- Ronald H. Muhlenkamp of the Muhlenkamp fund.
- Charles Carlson of the Greenspring Fund
- Robert J. Stevens, CEO of Lockheed Martin
- James A.C. Kennedy, CEO of T. Rowe Price
- David M. Zaslav, CEO of Discovery Communications
- Arne M. Sorenson, CEO of Marriott International
- W Edward Walter, CEO of Host Hotels and Resorts Inc.
- Malon Wilkus, CEO of American Capital
- Alan Wilson, CEO of McCormick & Co.
- Don Wood, CEO of Federal Realty Investment Trust
- Kevin Plank, CEO of Under Armour
- Tom Giannopoulos, CEO of MICROS Systems
But I am open to other ideas that would prove popular to an equity-oriented audience in Baltimore. Any ideas for me in the comments? Thanks.