The 2025 CFA Society Orlando Annual Dinner brought together financial professionals and industry leaders for an evening of insightful discussions and valuable connections.
We were honored to feature Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab, and Alejandra Grindal, Chief Economist at Ned Davis Research, who shared their expert analysis on the economy and financial markets, offering key perspectives to help navigate the year ahead.
Whether you attended or are looking to engage with our community in the future, we invite you to stay connected and join us for upcoming events. Thank you for being part of our network of financial professionals committed to knowledge, growth, and excellence.
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)