Society News

  • Investors First Podcast - 2/2/23

    , 17 Feb, 2023 05:42 PM
    Blog Entry

    New episode with Dan Rasmussen , Verdad Advisers & Bob Elliott , Unlimited Funds , hosted by Steve Curley, CFA . *How their past experience led them to founding their own firms *Return smoothing in private markets *The ETF wrapper *Systematic vs. discretionary alpha *Flaws of private market indices Enjoy! https:/ ...read more

  • 2022 Recap Newsletter

    , 17 Feb, 2023 05:34 PM
    Blog Entry

    View the Full Newsletter Here (Page 1/5)

  • 2023 Annual Dinner

    , 17 Feb, 2023 05:16 PM
    Blog Entry

    We recently hosted our 2023 Annual Dinner featuring Jeffrey Kleintop , CFA and Dan Fasciano, CFA, CAIA ! Seeing so many thought leaders and financial professionals come together for a night of networking, entertainment, and financial markets education was fantastic. This year marks the sixth consecutive year we've hosted ...read more

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We will be continuing to featuring CFA Society Orlando Members on our social media platforms. The goal of these member-centric posts is to recognize member accomplishments across all career stages, to highlight the diversity of our membership, and to help members feel more connected by learning more about each other. Please update us on promotions, job changes, board appointments, news features or any other accomplishments. To submit, send details and a high-resolution color photo to [email protected].