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Title

Annual Meeting & Equity Panel 2016

Speaker(s)/Highlights

Ryan Kuyawa, CFA and Jeff T. Zipper, CFA, CMT, CFP

Start Time

6/15/2016 5:00 PM

End Time

6/15/2016 8:30 PM

Global Passport Eligible?

No

Registration

​​Non-Members: Pre-Pay with PayPal through 6/13/16 and save $10!

Members: Use Promo Code sent via email to redeem free rate.

Member Price

$0

Non-Member Price

$55

Candidate Price

$55

Location Info

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

Event Description

​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 Aw​ard​ Presentation to Anthony Lourido, CFA and Panel
Members will get Promo Code via email invite to redeem complimentary access. Members can also get Promo Code by following instr​​uctions t​o redeem complimentary access​.


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.

Event Type

Society; Educational

Society Category

Panel

Education Topic

Equity Investments

Event Region

Americas

CE Credit

1.5

SER Credit

0

Event Terms

​On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to admin@cfasouthflorida.org​ with your name, email address and CFA Society South Florida member ID (same as CFA Institute ID for regular and affiliate members)​ if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.

Location Name

Boca Country Club

All Day Event

 

Recurrence

 

End

6/15/2016 8:30 PM

Date

6/15/2016

Event Manager Email

admin@cfasouthflorida.org

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 
Approval Status Approved
 

Attachments

20160615PanelFlyer.pdf    
Content Type: MyCFA Calendar
Created at 4/23/2016 11:58 PM by 38
Last modified at 12/18/2016 12:51 PM by 38