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Annual Meeting & Equity Panel 2012


Kevin Bush, CFA, CMT, Steven Grey and Massimo Santicchia

Start Time

6/20/2012 5:00 PM

End Time

6/20/2012 8:30 PM

Global Passport Eligible?




Member Price


Non-Member Price


Candidate Price


Location Info

Boca Country​ Club
17751 Boca Club Blvd
Boca Raton, FL 33487

Event Description

Don't miss our most anticipated and heavily attended event of the year!

On June 20, 2012 we’ll host our annual meeting and present our election results, followed by our expert panel on equity markets. A long/short global strategy, a quantitative-fundamentally-driven process seeking exposure to consistent alpha factors, and a deep value investment strategy will all be represented.

Each panelist will describe their firm's investment process, philosophy and practices, illustrated by specific current examples.

WHEN:  Wednesday, June 20, 2012, from 5:00 pm to 8:30 pm
WHERE:  Boca Country Club, 17751 Boca Club Boulevard, Boca Raton, FL
  • 5:00pm    Cash Bar - Includes 1 Complimentary Drink

  • 6:00pm    Prime Rib Dinner (alternative available by advance request)

  • 6:45pm    CFA Society of South Florida Annual Meeting & Presentation

FREE for Members!
$45.00 for Non-Members

Prepay through with Paypal and save $5. In order to get the $5 discount you must pre-register and then pre-pay online.
No credit or debit cards will be accepted at event.
If you are paying at the event please plan to pay by cash or check only.

 Kevin BushKevin Bush, CFA, CMT joined the Advest, Inc. Portfolio Services Division in 2002 as Portfolio Analyst, responsible for providing in-depth analysis of client portfolios. That same year, Advest established Independent Portfolio Consultants, Inc., a wholly owned subsidiary of The Advest Group, Inc. and an SEC registered investment adviser. In 2004, Mr. Bush was promoted to lead Overlay Portfolio Manager for IPC’s Multiple Strategy Portfolio (MSP) offering, where he designed and formalized IPC’s process for combining different money managers’ investment strategies into a comprehensive total client allocation. Since then, Mr. Bush has been responsible for developing and managing IPC’s proprietary money management services, including Blue Shores Capital, which he founded in 2006. As Blue Shores' Chief Investment Officer, he has overall responsibility for the firm’s investment philosophy and process overseeing more than $200 million in client assets. Mr. Bush holds a B.A. in Economics and Political Science from Amherst College, is a Chartered Financial Analyst and a Chartered Market Technician.

 Steven GreySteven Grey is the founder and managing principal of Grey Value Management, LLC, a privately-held investment entity. Most recently he was the Chief Investment Officer of Freedom Capital Partners, a firm based in Alexandria, Virginia managing in excess of $200 MM of private capital. Prior to Freedom Capital he helped launch and was Managing Director of Risk at Albright Capital Management, a Washington DC-based investment advisory firm chaired by Madeleine K. Albright, the 64th Secretary of State of the United States. At inception, Albright Capital managed over $300 MM across a wide spectrum of geographies and asset classes, with a focus on emerging markets. For several years he was co-manager of Windward Capital, LLC, an event-driven hedge fund that was launched in March 1999 and managed over $100 MM. Prior to his time with Windward Capital Steven ran Grey Value Holdings, LLC., an investment vehicle dedicated to leveraged buyouts which raised over $500 MM in capital. Before Grey Value Holdings he was an associate portfolio manager at Neuberger Berman Inc.

 Massimo Santicchia Massimo Santicchia is a co-founder and Chief Investment Officer of Crest Investment Partners LLC. He is also the Chief Investment Officer, Cypress Capital Group directing research and strategy for a team of 11 portfolio managers with an average of over 25 years of experience. Mr. Santicchia develops and manages equity portfolios and strategies and oversees all aspects of Crest’s investment process. He has 16 years investment experience, including at S&P Investment Advisory Services LLC, as developer and portfolio manager of the JNL/S&P 4 funds. He also co-managed the JNL/S&P Managed and Disciplined funds. Prior positions include: consultant with the investment banking divisions of Goldman Sachs and Credit Suisse First Boston and international equity analyst at Nicholas-Applegate Capital Management. Mr. Santicchia holds a B.A. in Economics and Political Science from the University of Perugia, Italy; MBA, US International University, San Diego; and M.S., Investment Management, Pace University, New York.

 Earn 1.5 Hours of PD Credit For This Event!

Event Type

Society; Educational

Society Category


Education Topic

Equity Investments

Event Region


CE Credit


SER Credit


Event Terms


Location Name

Boca Country Club

All Day Event





6/20/2012 8:30 PM



Event Manager Email

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/12/2016 11:29 PM by 38
Last modified at 7/17/2016 2:15 PM by 38