CFA Society Jacksonville

A Member of the CFA Institute Global Network of Societies


 About CFA Society Jacksonville

CFA Society Jacksonville promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.



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 Announcements and Recent Updates

Recent Event, 4/30/2019:

CFA Jacksonville presents - The Credit Spreak Puzzle and the Short Credit Anomaly 

Speaker: Joseph M. Graham, CFA, Investment Strategist, Lord Abbett

Presentation Deck​

Announcement: congratulations to all the students who participated in this year's Research Challenge and submitted their investment reports on Lennar Corp (NYSE: LEN). Finalists will present on March 1 and 2 and the winner will represent our region in the Americas competition.

Recent Event, 1/22/2019:

​2019 Forecast Dinner - CFA Jacksonville presents 

Andrew Brukly, CFA 
Institutional Portfolio Manager at Templeton Global Equity Group

Megan E. Greene 
Global Chief Economist at Manulife Asset Management​


Recent Event, 12/5/2018:

​Holiday Social and CFA Charter Ceremony - Congratulations to the new CFA Charderholders!




Recent Event, 12/3/2018:

​CFA Jacksonville presents - An Ever-Changing Investment Backdrop or the Downside to Anchoring

This presentation reevaluates many of the assumptions underlying our investment decisions and processes, questioning their applicability in the future.  

Speaker: Jonathan Golub, CFA, Managing Director and Chief US Equity Strategist, Credit Suisse​

Presentation Deck​



Recent Event, 11/14/2018:

​CFA Jacksonville presents - Responsible Investing Demystified

This presentation aims to help put responsible investing in plain English in order to arm investors wiht an understanding of the full picture and options available. 

Speaker: Martha Strebinger, CFA, Investment Strategist, Parametric Portfolio Associates

Presentation Deck

Recent Event, 10/13/2018:

​Bi​​ke MS - Team CFA Jacksonville 

​​8 ri​​ders representing CFA Society Jacksonville rode 77 miles from TPC Sawgrass to Daytona in an effort to raise awareness for the CFA brand as well as for the fight against MS.




Recent Event, 10/4/2018:

CFA Jacksonville presents - Fixed Income Transaction Cost Analysis

​Speaker: Audrey Blater, Ph.D, Senior Research Analyst, Aite Group​​

Recent Event, 6/22/2018: 

CFA Jacksonville presents - Equity Investing in Real Estate Through Public and Private Markets

This presentation focused on the long-term investmen​t attributes of real estate investing, the role of real estate in mixed-asset investment portfolio, and current real estate market conditions and outlook. 

Speaker: Brad Case, PhD, CFA, CAIA, Senior Vice President, Research and Industry Information, Nareit (National Association of REITs)

Presentation Deck ​



2017-18 CFA Jacksonville Annual Report


Read some tips on how to get ahead in your career from local CFA Society Jacksonville Board member, Joey Greive.
Click here to view the Connexions article link or here for the PDF.


Florida Governor Rick Scott Proclaims May 2016 Putting Investors First Month

On May 6, 2016, Florida Governor Rick Scott proclaimed May 2016 Putting Investors First Month. He cited the commitment of the six Florida CFA Societies to professional excellence, and role as champions of ethical behaviour and integrity in the financial markets, and of fair treatment for all investors. Governor Scott stated that all citizens of Florida should know their righ​ts while engaging the services of financial professionals and organizations. ​



CFA Society Jacksonville members can now log into the Members Area by using your CFA Institute Username and Password. Give it a try!​

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.