CFA Society Naples invites you to attend our Annual Forecast Dinner, the premier financial event in Southwest Florida, on Tuesday, January 13, 2026, at Arthrex One in Naples, Florida.
We are honored to welcome David Rubenstein, co-founder and co-chairman of The Carlyle Group, as our keynote speaker. Mr. Rubenstein is one of private equity’s founding pioneers and a respected voice on global markets, leadership, and the economy.
This signature event brings together investment professionals, financial advisors, portfolio managers, and business leaders from across the region for an evening of insight, connection, and community. With this year’s extraordinary speaker, we anticipate exceptional attendance and conversation.
Whether you’re looking to gain perspective on the year ahead, connect with peers, or be inspired by one of the world’s leading investors, the Annual Forecast Dinner is an evening not to be missed!
We extend our sincere thanks to our current event sponsors for their generous support!
Returning Premier Sponsor: Moran Wealth Management
Silver Sponsors: Antares Capital, Apollo Global Management, Florida Gulf Coast University, SL Advisors
Bronze Sponsors: Key Private Bank, KKR, New Mountain Capital
A limited number of sponsorships remain open for firms wishing to enhance their visibility and support the local finance community. To learn more, view sponsorship options and benefits via the link below: