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Title

Annual Meeting & Equity Panel 2014

Speaker(s)/Highlights

Carl Domino, CFA and Ray Galkowski, CFA

Start Time

6/18/2014 5:00 PM

End Time

6/18/2014 8:30 PM

Global Passport Eligible?

 

Registration

 

Member Price

$0

Non-Member Price

$45

Candidate Price

$45

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 Wednesday, June 18th, 2014, we’ll host our annual meeting and present our election results, followed by our expert equity panel featuring Carl Domino, CFA and Ray Galkowski, CFA.


WHEN:  Wednesday, June 18, 2014, 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    Filet Mignon Dinner (alternate available upon advance request)

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

Prepay through www.cfasouthflorida.org 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.


Speaker 1
Carl J. Domino, CFA

Carl Domino is a nationally recognized money manager, and has managed assets on behalf of high net-worth individuals and institutional clients such as pension funds, educational institutions, charitable foundations and labor unions for more than thirty-five years.

Carl established Carl Domino, Inc. when he returned to Florida after a 15-year career at the Delaware Management Company in Philadelphia. From 1987 until 2000, Carl built a successful money management firm, Carl Domino Associates, L.P (CDA). His firm's expertise was developed in the institutional marketplace, and CDA became a national leader for managing institutional assets.

In 2000, the assets of CDA were sold to the Northern Trust Company and Carl became the President and Chief Investment Officer of Northern Trust Value Investors. During one of the most turbulent times in modern economic history, returns for clients were significantly above the market, and assets under management grew to more than $3 billion.

In July 2004, Carl partnered with Michael Dixon to create an investment management and wealth advisory firm in Palm Beach, Florida. The firm manages institutional and individual accounts utilizing Carl's disciplined investment strategy process.

In 2002 Carl was elected to the Florida House of Representatives where he served for eight years. Carl served a number of important roles in the State House and was best known for his tax reduction proposal called "portability". He is a member of several local and national business groups and is a regular commentator for media outlets on financial markets.

Carl is a graduate of Florida State University and, after finishing active duty as a Naval Officer (where he served in Vietnam), earned his M.B.A. from Harvard University. Carl was awarded the Chartered Financial Analyst (CFA) designation in 1978.


Speaker 2
Ray Galkowski, CFA

Ray Galkowski is a CFA© charterholder with over twenty-seven years of capital markets and wealth management experience and is the founder of Princeton Absolute Returns, LLC (PAR).

About PAR: Princeton Absolute Returns, LLC (PAR) is an SEC Registered Investment Adviser (RIA) with offices in Wyoming and Florida. PAR is an independent, fee-only adviser. 

PAR offers its wealth management services in separate accounts on an RIA platform with Charles Schwab. PAR’s clients have control of their Schwab accounts and have transparency into PAR’s activity in their accounts.

PAR’s wealth management approach incorporates goals-based asset allocation in order to match a client’s assets and liabilities. Within asset allocations, PAR’s investment approach is inspired by the “Margin of Safety” principles advocated by Ben Graham, Warren Buffett, and Seth Klarman.


 Earn 1.5 Hours of PD Credit For This Event!

Event Type

Society; Educational

Society Category

Panel

Education Topic

 

Event Region

Americas

CE Credit

1.5

SER Credit

0

Event Terms

 

Location Name

Boca Country Club

All Day Event

 

Recurrence

 

End

6/18/2014 8:30 PM

Date

6/18/2014

Event Manager Email

admin@cfasouthflorida.org

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link

 

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Event Short Info

 
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 3/12/2016 11:24 PM by 38
Last modified at 7/24/2016 3:51 PM by 38