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A Review of Recent Developments in Asset Allocation and Charter Awards


Thomas R. Robinson, PhD, CFA, Managing Director, Educational Division, CFA Institute

Start Time

11/16/2011 6:00 PM

End Time

11/16/2011 8:30 PM

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Location Info

​Maggiano's Little Italy
21090 St Andrews Blvd 
Boca Raton, FL 33433

Event Description

Charter Award Ceremony and Presentation: A Review of Recent Developments in Asset Allocation
by Thomas R. Robinson, PhD, CFA, Managing Director, Educational Division, CFA Institute

Wednesday, November 16, 2011
6:00 PM - 8:30 PM
Join us on Wednesday, November 16 for a special evening with Thomas R. Robinson of CFA Institute. Tom will review the results of asset allocation in practice, particularly during the recent financial crisis and suggests changes. He will also be presenting CFA charters to new charter recipients and giving a brief presentation about the CFA Charter and its increasing global footprint and importance.

We encourage all of our members to come out and congratulate new charter recipients and meet to Thomas R. Robinson, PhD, CFA.

This event is free to each new Charter Recipient and One Guest. If already a member of the CFA Society of South Florida, please register with your CFA Institute ID. If you are a Charter Recipient, but are not yet a member of the CFA Society of South Florida, register as a non-member (leave CFA Institute ID blank) and forward and email to listing yourself and your guest (one free guest for each charter recipient) so that we can adjust your registration to complimentary. 

Thomas R. Robinson, PhD, CFA

Dr. Robinson earned a bachelor's in economics from the University of Pennsylvania and his master's and doctorate degrees from Case Western Reserve University.

Awarded the CFA designation, 1998

Professional Experience:
Previously Dr. Robinson was an associate professor of accounting and director of the Master of Professional Accounting program at the University of Miami. He also was also Managing Director of Robinson, Desmond & Zwerner, a state-registered investment advisory firm.

Prior to joining the University of Miami, Robinson practiced public accounting and financial planning for 10 years, primarily with Deloitte & Touche and Pritchett Dlusky & Saxe in Columbus, Ohio. He has also served as a consultant to law firms, accounting firms, professional associations, and governmental agencies in the areas of financial statement analysis and valuation.

In his academic career Dr. Robinson has won several teaching awards and has published regularly in academic and professional journals such as the Journal of Accounting, Auditing and Finance and the Journal of Financial Planning. He is associate editor of Research in Accounting Regulation and has served on the editorial review board of several professional journals. In addition, Robinson has authored or co-authored five books, including:

  • Tools and Techniques of Investment Planning
  • Analysis of Equity Investments: Valuation
  • Financial Statement Analysis: A Global Perspective

Professional Activities:
Active both locally and nationally with CFA Institute prior to joining the staff, Robinson has served as a grader and a member of the Council of Examiners and has been involved in advocacy work as a member of the Financial Accounting Policy Committee and the Financial Instruments Task Force. He has been an invited speaker and moderator on numerous occasions through the Speaker Retainer Program and for other CFA Institute conferences. Additionally, he has been involved in the Global Body of Knowledge/Degree of Understanding Committee and the Global Body of Knowledge Review of FSA. Robinson has also served in various capacities, including president and board member of CFA Miami (formerly The Miami Society of Financial Analysts) and has been co-author, lead author, and consultant for curriculum readings for the CFA Program examinations.

Earn 1 Hour of PD Credit For This Event!

Event Type

Society; Educational

Society Category


Education Topic

Portfolio Management

Event Region


CE Credit


SER Credit


Event Terms


Location Name

Maggiano's Little Italy

All Day Event





11/16/2011 8:30 PM



Event Manager Email

Location Address

21090 St. Andrews Boulevard

Location City

Boca Raton, FL 33433

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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/12/2016 11:32 PM by 38
Last modified at 7/24/2016 3:53 PM by 38