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We invite you to join CFA Society Orlando on February 12th for our 2020 Annual Forecast Dinner, sponsored by Charles Schwab. Join Orlando’s thought leaders and financial professionals for a night of networking, entertainment, and financial markets education. This year’s featured speaker will be Patrick O'Shaughnessy, CFA, Chief Executive Officer & Portfolio Manager at O'Shaughnessy Asset Management & host of "Invest Like the Best" podcast and our Guest Moderator Michael Falk, CFA, partner at Focus Consulting Group & author of “Let's All Learn How to Fish… To Sustain Long-Term Economic Growth” and “Get to Work … on OUR Future”. Registration now open

About the CFA Society Orlando Annual Forecast Dinner​

Our Annual Forecast Dinner is our marquee event, regularly attended by 200+ finance professionals, lawyers, clients, and those interested in learning about finance and the economy. Examples of past speakers include:

  • Bob Doll, CFA (Nuveen Asset Management)
  • Charley Ellis (Greenwich Associates)
  • Marc Faber (Gloom Boom Doom)
  • Harry Markopolos (Whistleblower to Bernie Madoff Ponzi scheme)
  • Danny Moses (The Big Short)
  • John Race (DePrince, Race & Zollo, Inc.)
  • Jim Rogers (Quantum Fund​)
  • Peter Schiff (Euro Pacific Capital Inc.)
  • Jeremy Siegel (WisdomTree)
  • Paul Smith​ (CFA Institute)
  • Jim Swanson (MFS Investment Management)
  • Mark Yusko (Morgan Creek Capital Management)

 View Past Dinner Photos

2019 Forecast Dinner

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2018 Forecast Dinner

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2017 Forecast Dinner

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