Past Events

2026

2026 End of Year Social & Annual Members Meeting
June 10, 2026 | Primrose Lanes

CFA Society Orlando Career Chat Over Coffee
May 28, 2026 | Foxtail Coffee, Winter Park

Navigating Digital Assets: Opportunities, Risks, and Portfolio Integration
April 28, 2026 | Citrus Club
Featuring Chris Solarz, Brian Abely, CFA, and Michael Kosoff

What’s Next for International Markets
March 24, 2026 | The Alfond Inn
Featuring Apurva Schwartz, Dan Larkin, CFA, Rob Quirk, CFA, and Christina Shaffer, CFA

Diversification in Action: A Wine Blending Workshop
February 26, 2026 | CityArts Gallery

2026 Annual Dinner
January 28, 2026 | Dr. Phillips Center for the Performing Arts
Featuring Thomas Lee, CFA

2025

2025 Global Market Update Breakfast
December 2, 2025 | Citrus Club
Featuring Jack Manley

CFA Society Orlando Career Chat Over Coffee
November 13, 2025 | Foxtail Coffee, Winter Park

2025 Breakfast with the Fed
October 9, 2025 | The Alfond Inn
Featuring David E. Altig

CFA Society Orlando 2025 Kickoff Social
September 3, 2025 | Gravity Taproom

2025 CFA Society Orlando End of the Year Social & Annual Members Meeting
June 17, 2025 | Imperial Wine Bar & Beer Garden, Orlando

Bridging Traditional & Alternative Assets: Expert Insights for Modern Portfolios
May 7, 2025 | The Alfond Inn
Featuring Brett Hillard, CAIA, Christopher Ward, Krista Lynch, George Miling-Stanley, and James Palmieri, CFA

Investing in Times of Uncertainty: A Fireside Chat with Howard Marks
April 28, 2025 | Crummer Auditorium
Featuring Howard Marks, moderated by Dr. Anil Menon

3rd Annual Nine at Night Glow Ball Golf Tournament
March 6, 2025 | The Winter Park Country Club and Golf Course

2025 CFA Society Orlando Annual Dinner
February 20, 2025 | Dr. Phillips Center for the Performing Arts
Featuring Liz Ann Sonders and Alejandra Grindal

2025 Global Market Update Breakfast
January 15, 2025 | The Alfond Inn
Featuring Jack Manley

Space