We cordially invite you to attend the 2026 CFA Society Orlando Annual Dinner on January 28. This signature event is a premier opportunity to connect with Orlando’s financial community and gain timely insights into the market landscape.
We are honored to welcome Thomas Lee, CFA, Managing Partner and Head of Research at Fundstrat Global Advisors, as our keynote speaker. He will share his perspectives on the economy and financial markets for the year ahead, offering insights that can support your professional outlook in 2026.
We hope you will join us for an evening of conversation, connection, and expert analysis that brings value to you and your work in the year ahead.
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:
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Bob Doll, CFA (Nuveen Asset Management)
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Charley Ellis (Greenwich Associates)
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Marc Faber (Gloom Boom Doom)
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Harry Markopolos (Whistleblower to Bernie Madoff Ponzi scheme)
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Danny Moses (The Big Short)
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John Race (DePrince, Race & Zollo, Inc.)
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Jim Rogers (Quantum Fund)
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Peter Schiff (Euro Pacific Capital Inc.)
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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)
- Liz Ann Sonders (Charles Schwab)