Annual Dinner

About the CFA Society Orlando Annual Dinner​

Our Annual 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)
  • Patrick O'Shaughnessy, CFA (O'Shaughnessy Asset Management & "Invest Like the Best" podcast) 
  • Dr. David Kelly, CFA (J.P. Morgan Asset Management)
  • Jeffrey Kleintop, CFA (Charles Schwab)

​See Highlights from our 2023 Annual Dinner 

View Past Dinner Photos

2023 Annual Dinner

2022 Annual Dinner

2020 Annual Dinner

2019 Annual Dinner

2018 Annual Dinner

2017 Annual Dinner