Upcoming Events

CFA Society Orlando 2026 Kickoff Social

We’re kicking off the new season with great food, drinks, and even better company. Enjoy a hosted selection of Gravity Taproom ’s house-made Neapolitan-style pizzas and brick-fired shareable plates, along with a curated drink menu featuring local craft beer, ciders, canned cocktails, and nonalcoholic options—so there’s something for everyone. Whether you're reconnecting or new to the group, it's a great chance to meet fellow members, expand your network, and explore ways to get involved with the Society this year. We hope to see you there! REGISTER

2026 Breakfast with the Fed

We invite you to join us for Breakfast with The Fed on September 29 at the Alfond Inn. Our featured speaker for this event will be Dr. David E. Altig, who serves as the  Executive Vice President and Chief Economic Adviser at the Federal Reserve Bank of Atlanta. Dr. Altig will provide valuable insights into current economic trends, the Federal Reserve's assessment and response strategies, and the key areas of focus for the Fed. REGISTER

Markets Group Private Wealth US Fall Retreat

CFA Society Orlando members have access to a special opportunity to attend Markets Group’s Private Wealth US Fall Retreat, taking place October 7–9 at the Four Seasons Resort Orlando. The retreat brings together investment practitioners from across the country for three days of high-level discussion, insights, and networking. The Private Wealth US Fall Retreat will bring together approximately 250 senior investment professionals, including CIOs, investment committee members, portfolio managers, and wealth management executives from leading RIAs, family offices, private banks, and multi-family offices. In addition to attracting firms from across the United States, the event has become a strong gathering point for investment professionals throughout Florida, creating valuable opportunities to exchange ideas with both local peers and out-of-market allocators.  As a member of CFA Society Orlando, you are invited to request a  complimentary guest pass  if you are a financial advisor or investment allocator from an RIA, family office or wealth management firm. To request your complimentary invitation and/or view the event agenda, please contact  [email protected].