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Annual Meeting & Equity Panel 2017


Featuring Brandon Ladoff, Large Company Growth Director of Research, Polen Capital; Jon C. Erickson, CFA Senior Vice President, Research First Trust

Start Time

6/14/2017 5:00 PM

End Time

6/14/2017 8:30 PM

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​​Non-Members: Pre-Pay with PayPal through 6/12/17 and save $10!

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

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Location Info

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

Event Description

Annual Meeting and Equity Panel 2017

Wednesday, June 14, 2017

5:00 PM to 8:30 PM

Don't miss our most anticipated and heavily attended event of the year!  

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:

  • Brandon Ladoff, Large Company Growth Director of Research at Polen Capital
  • Jon C. Erickson, CFA, Senior Vice President, Research at First Trust


  • 5:00 PM    Cash Bar - Includes One Complimentary Drink
  • 6:00 PM    Dinner
  • 6:30 PM    CFA Society South Florida Annual Meeting and Panel
Members will get Promo Code via email invite to redeem complimentary access. Members can also get Promo Code by following instructions to redeem complimentary access.

Brandon Ladoff 
Large Company Growth Director of Research 
Polen Capital

Mr. Ladoff joined Polen Capital in 2013. Prior to joining Polen Capital, Mr. Ladoff spent over four years as a corporate lawyer at Willkie Farr & Gallagher LLP. Prior to that, he spent a year as a Tax Associate at PricewaterhouseCoopers LLP. Mr. Ladoff received his B.S. in Accounting from the University of Florida, where he graduated summa cum laude. He also completed a Certificate in Business Policy at the Wharton School of Business and earned a J.D. from the University of Pennsylvania Law School, where he graduated cum laude.

Jon C. Erickson, CFA
Senior Vice President, Research
First Trust

Mr. Erickson is currently a Senior Vice President of Research for First Trust Advisors L.P., and is responsible for the selection and supervision of securities for the equity and fixed income portions of the First Trust product line. He is a member of the First Trust Advisors L.P. investment committee. Mr. Erickson began his career with the Valuation Services Group of Price Waterhouse. He has over twenty years experience as a Securities Analyst. Mr. Erickson is a recipient of the Chartered Financial Analyst (CFA) designation and is a member of the Investment Analysts Society of Chicago. Mr. Erickson is a graduate from the University of Illinois at Champaign- Urbana, Illinois with a Masters in Business Administration (MBA) concentrating in Finance. He also obtained a Bachelor of Science in Computer Science from the College of Engineering at the University of Illinois. 

Click here for more about Mr. Erickson

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.

Society Category


Education Topic

Equity Investments

Event Region


CE Credit


SER Credit


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 [email protected] 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.

All Day Event





6/14/2017 8:30 PM



Event Manager Email

[email protected]

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Event Type

Approval Status Approved


Content Type: MyCFA Calendar
Created at 5/24/2017 7:10 AM by Ursula Auger
Last modified at 5/27/2019 10:02 AM by Ursula Auger