14th Annual Alternative Investments & Hedge Fund Panel
Wednesday, October 19, 2016
5:00 pm to 8:30 pm
Earn 1.5 Hours of CE Credit For This Event!
CFA Society South Florida will host its 14th Annual Alternative Investments and Hedge Funds panel - an interactive discussion format with key leaders and expert in the sector. Mark your calendar and plan to attend this important event.
WHERE: Boca Country Club
5:00pm Cash Bar - Includes 1 Complimentary Drink
6:00pm Filet Mignon Dinner (alternative with advance request)
6:45pm Panel Introduction & Presentation
Christopher Battifarano, CFA, CAIA
Executive Vice President, Chief Investment Officer, Finemark, National Bank and Trust
Christopher Battifarano is an Executive Vice President and Chief Investment Officer at FineMark National Bank & Trust. Mr. Battifarano is responsible for the investment process and philosophy at FineMark, while leading the company’s strategic and tactical investment recommendations. He is based in FineMark’s Palm Beach office.
Mr. Battifarano brings 20 years of experience to FineMark. Most recently he was Director of Research for Genspring Family Offices/SunTrust Bank in Jupiter, Florida. Prior to that, Mr. Battifarano was Chief Investment Officer for another family office in Palm Beach.
Mr. Battifarano is a holder of both the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. He received his M.B.A. and B.B.A. from the University of Miami. Battifarano is also a member of CFA Society South Florida.
Managing Director, Head of Distribution, iCapital Network
Eileen Duff is Managing Director and Head of Distribution for iCapital Network where she is responsible for sales, relationship management and investor relations supporting the RIA, broker-dealer, private banking and family office communities. Prior to joining iCapital, Eileen was Head of Alternative Investments, North America at Credit Suisse, where she built and oversaw the origination and distribution functions for private equity, hedge funds, managed futures, real estate and other key alternative asset classes. Previously, Eileen was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses.
Garrett D. Goggin, CFA, CMT
Associate Editor, Gold Stock Analyst
Garrett D. Goggin has served as GSA Associate Editor since 2010. He began his financial career on the floor of the NYSE market working for a local brokerage as a clerk where he learned how investment transactions are processed. As Mr. Goggin saw much of the order flow was moving off-floor he joined a derivative arbitrage group in the United Kingdom and Ireland during the advent of electronic trading and the rise of the Eurex. Mr. Goggin next set up Vox Capital Investment Advisor in order to protect client assets from an overleveraged economy with a focus on alternative asset classes. Garrett acted as equity portfolio manager of the Babson College Fund as well as served as president of the Babson Investment Managers Association during his time as MBA student.
Garrett is a CFA Charter holder (Chartered Financial Analyst) and a CMT (Certified Market Technician). He serves on the board of CFA Society South Florida as treasurer. Mr. Goggin holds MS and MBA business degrees in Finance from Babson College.
Tom Krasner, CFA
Co-Founder and Principal, Concise Capital Management, LP
Tom Krasner, CFA has spent over 20 years in fixed income, distressed debt and high yield bonds. He has extensive experience in corporate restructurings, credit analysis, portfolio management and workouts. He is the Co-founder and Principal of Concise Capital Management, a Miami-based investment manager with over $200 million in assets under management, focused on investing in short duration, under-followed high yield bonds. Concise runs a hedge fund, sub-advises a 1940 Act liquid alternative fund, manages separate accounts, and will launch a UCTIS fund in November. Prior to co-founding Concise Capital with Mr. Koach, Mr. Krasner was Executive VP at Harch Capital Management, responsible for restructuring high yield bonds and bank loans. Previously, Mr. Krasner was a Principal and Portfolio Manager at Riverside Capital Advisers, co-managing the short-term high yield portfolio with Mr. Koach. Mr. Krasner began his career at John Alden Asset Management, a $4 bln life insurance company, where he ran a $250 mln private placement portfolio. Mr. Krasner holds a B.A. in Economics/Mathematical Sciences and a M.A. in Economics from Rice University. From 1996 to 1998 he was President of the Miami Society of Financial Analysts. He currently is a Director of Institutional Deposits Corporation and has served on the boards of Birch Telecom, Doe Run Resources, FWT, Nutritek, Sterling Chemicals, and Trism.
President, Chief Investment Strategist
Blue Marble Research
Vinny Catalano, is president and global investment strategist with Blue Marble Research, a past president of the New York Society of Security Analysts, and author of the investment strategy book “Sectors and Styles” (Wiley, 2006). Vinny is also the managing member of Adriatic Capital Partners, a New York based advisory group focused on the investment opportunities arising in the Adriatic region of central Europe. Vinny appears regularly in the media (Bloomberg TV & Radio,
foxbusiness.com, BNN TV, CNBC, New Delhi TV, CCTV - America), is frequently quoted in various professional publications (Wall Street Journal, Barron's, Financial Times, Reuters), and is a guest speaker at various major forums. Vinny also produces and conducts timely topical and educational programs with various CFA Societies and other groups, including the highly acclaimed "Market Forecast Series".
Don't miss this opportunity to visit with these leading investment professionals!