Annual Meeting and Equity Panel 2016
Wednesday, June 15, 2016
5:00 PM to 8:30 PM
Don't miss our most anticipated and heavily attended event of the year! Check out event video!
CFA Society South Florida will host its annual meeting and present election results, followed by an expert panel on equity markets. This year we are proud to feature Ryan Kuyawa, CFA, Portfolio Manager at Grey Value Management and Jeff Zipper, CFA, CMT, CFP, Managing Director at Private Client Reserve of U.S. Bank.
Agenda:
- 5:00 PM Cash Bar - Includes One Complimentary Drink
- 6:00 PM Dinner
- 6:45 PM CFA Society South Florida Annual Meeting, Ferris Award Presentation to Anthony Lourido, CFA and Panel
Ryan Kuyawa, CFA
Portfolio Manager
Grey Value Management
Ryan is a portfolio manager and investment analyst at Grey Value Management, the investment manager of the Grey Value Opportunity Fund (the "Fund"), a private investment partnership which seeks to maximize absolute returns via a concentrated portfolio comprised of rigorously researched positions. The Fund focuses on value-oriented equity investments but may also include short positions, special situations, distressed and reorganized securities, event-driven investing (including merger arbitrage), and capital structure arbitrage. The Fund is not limited with respect to security type, and may include various instruments, such as equity, debt, options/derivatives, etc.
Prior to joining Grey Value Management, Ryan was a Portfolio Manager & Fixed Income Specialist for Cypress Trust Company in Palm Beach, FL responsible for security selection, research, and directing the firm's overall fixed income strategy.
Before Cypress he was an equity analyst and trader for Northstar Capital Management, a registered investment advisor in Palm Beach Gardens, FL. He began his career in the finance industry in 2001 with Fidelity Federal Bank & Trust in West Palm Beach, FL, where he was a senior credit analyst.
Ryan earned a bachelor's degree in Business Administration from the University of Michigan-Flint and is a Chartered Financial Analyst (CFA®).
Jeff T. Zipper, CFA, CMT, CFP
Managing Director - Florida
Private Client Reserve of U.S. Bank
As a Managing Director for The Private Client Reserve of U.S. Bank, Jeff manages the investment function for the state of Florida. He also works with private clients delivering expert investment services and portfolio management to help those clients work toward their goals. Jeff establishes an integrated investment approach, offering strategies for goals based on short- and long-term financial objectives, financial status and risk profiles.
Jeff began his career in the investment management industry over 25 years ago in New York City. Prior to joining The Reserve, Jeff worked at PNC Wealth Management as a senior portfolio manager. In addition, Jeff was strategy head/portfolio manager of the mid cap growth product (using fundamental & technical analysis) while at SunTrust. He has spent much of his career in wealth management providing value and sophisticated solutions to high-net-worth clients in securities analysis, brokerage, and portfolio management. Jeff has been published on Wall Street, interviewed by the media and guest speaker at national conferences to share his investment expertise.
Jeff is active in the community, serving on the Board of Directors – Palm Beach County Sports Commission (chairing 2 committees), Former Board of Directors – CFA Society of South Florida, and Founder/Former Chair of South FL Market Technicians Association, and member of CFA Institute, NYSSA. Also Jeff has been awarded the Lois Kwasman award for community service, twice.
CFA Society South Florida has determined that this program qualifies for 1.5 CE credit hour(s), including 0 hour(s) in the content areas of Standards, Ethics, and Regulations (SER), under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
