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Title

15th Annual Alternative Investments & Hedge Fund Panel

Speaker(s)/Highlights

Vinny Catalano, moderator and panelists Christopher Battifarano, CFA, CAIA; Jeff Brown, Joseph Burns, and Ali Motamed, CFA

Start Time

10/18/2017 5:00 PM

End Time

10/18/2017 8:00 PM

Global Passport Eligible?

Yes

Registration


Register H​​ere!​​​​​

Register and Pre-Pay by 10/16/17 and save $5!​

Member Price

$30

Non-Member Price

$55

Candidate Price

$55

Location Info

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

Event Description

15th Annual Alternative Investments & Hedge Fund Panel

Wednesday, October 18, 2017
5:00 pm to 8:00 pm

Earn 1.5 Hours of CE Credit For This Event!

 

CFA Society South Florida will host its 15th 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)

  • 6:10pm    Panel Introduction & Presentation 

​Featuring:

Christopher Battifarano, CFA, CAIA
Executive Vice President, Chief Investment Officer, Finemark, National Bank and Trust

​ Battifarano_Chris.jpg

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.​

Jeff Brown
CEO/CIO
T2 Investments
 
Brown_Jeff.jpg
As CEO, Mr. Brown works closely with the principals of the firm in providing broad corporate initiatives, specific investment strategies, and operational oversight. As CIO, he oversees the origination, underwriting, and day-to-day management of T2’s investments.  Mr. Brown began his career in real estate in the mid-1990s when working with a national consumer finance company that was later acquired by Wells Fargo. That was followed by his tenure at a Michigan-based family office that doubled as a multi-hundred million dollar hedge fund-of-funds.  Mr. Brown received his MBA from the University of Chicago Booth School of Business and his Bachelor’s degree from Wheaton College (Wheaton, IL). While at Wheaton, Mr. Brown was captain of the football team and a 1st Team GTE Academic All-American quarterback.


Joseph Burns
Managing Director, Head of Hedge Fund Due Diligence
iCapital Network
Burns_Joe.jpg
 
Joseph “Joe” Burns is Managing Director and Head of Hedge Fund Origination & Due Diligence at iCapital Network where he is responsible for leading the single-manager analysis and developing multi-fund solutions for clients. Prior to joining iCapital Joe was a Founding Partner and Co-Chief Investment Officer at Pulse Capital Partners, responsible for manager sourcing, diligence, establishing portfolio guidelines and risk parameters for all single and multi-manager products. Previously he was COO & Chief Risk Officer at TCS Capital Management, a global equity hedge fund where he focused on portfolio construction, risk management & product development. He previously worked at Ivy Asset Management, a subsidiary company of BNY Mellon Corp. where he served as portfolio manager and head of global research in New York and London. Prior to Ivy, he was a portfolio analyst at Soros Fund Management where he evaluated external fund managers for potential investment, and managed a European Family Office portfolio of alternative assets including venture capital, private equity and hedge funds. Joe holds a BA in Political Science from Manhattanville College and an MBA from Fordham University.


Ali Motamed, CFA
Managing Partner – Invenomic Capital
Motamed_Ali.jpg
Ali Motamed is the Managing Partner of Invenomic Capital Management, the Sub-adviser to the Balter Invenomic Fund. Prior to founding Invenomic, Ali was Co-Portfolio manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. Mr. Motamed holds a B.A. degree in economics with a minor in accounting from the University of California, Los Angeles, and a M.B.A. degree from Harvard Business School. He holds the Chartered Financial Analyst designation. He has 17 years experience.​​​

Moderator:


 

Vinny Catalano
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!​




Event Type

Society; Educational

Society Category

Panel

Education Topic

Alternative 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 SFL member ID 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

 

Recurrence

 

End

10/18/2017 8:00 PM

Date

10/18/2017

Event Manager Email

admin@cfasouthflorida.org
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 10/3/2017 2:23 PM by 38
Last modified at 10/3/2017 3:05 PM by 38