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The New Networking: Building Relationship Capital On & Offline


Sameer S. Somal, CFA, CFP®  Chief Financial Officer, Blue Ocean Global Wealth

Start Time

4/11/2018 5:00 PM

End Time

4/11/2018 8:00 PM

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Member Price


Non-Member Price


Candidate Price


Location Info

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

Event Description


Reception: 5 PM

Dinner: 6 PM

Presentation: 6:10 PM with Q&A


Event Overview

The Digital Revolution is accelerating our access to knowledge and revolutionizing how we communicate. Finance is grounded on quantifiable metrics and knowledge gained through the rigors of the CFA program. While a technical framework is required and fundamental to a successful career in finance, we overlook the importance of what we can only measure qualitatively, including networking. Success in life is a function of our interpersonal relationships.


Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who will provide information, introductions, mentoring and partnership, will expand your personal and professional opportunity set. Results follow planning, practice, and commitment. 


An acute understanding of the intangibles or 'soft skills' is often required for nurturing new contact and developing a life-long friendship. While these intangible skills are taught and studied, their practice underpins the success of our most revered business, political, and humanitarian leaders in recent history. How does one quantify trust, communication, and emotional intelligence? The interdependence of our global economy places a premium on authenticity and relationships. 


Learning objectives include:

  • Recognize the process for networking effectively. 
  • Develop proven strategies for building relationship capital. 
  • Ensure a memorable introduction with your first impression.
  • Implement techniques for using social media to support and grow your network. 
  • Provide a framework for memorable follow-up. 


Sameer S. Somal, CFA, CFP®

Chief Financial Officer, Blue Ocean Global Wealth

Sameer Somal is the Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Technology, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer authored white papers and delivered keynote presentations on the Case for Canada and Active Share. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. He currently serves on CFP Board's Council on Education and the CFA Institute FAS Board of Regents, as well as hosts the CFAI talk show, The Topic @ Hand. Sameer is a frequent speaker on the reputation management, digital expungement, succession planning, technology, diversity, entrepreneurship, and leadership and is also an Internet Defamation subject matter expert witness. In collaboration with the Philadelphia Bar Foundation, he authors and delivers CLE programs on reputation management, search engine optimization, and ethics across legal communities nationally. Fundamental to his work at Blue Ocean Global Technology, Sameer helps clients build, monitor and repair their digital presence. He proudly serves on the board of the R.J. Leonard Foundation, an organization dedicated to educating, initiating careers and personally mentoring young adults who are aging out of the foster care system. In May of 2017, Sameer was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.

Event Type

Society; Educational

Society Category


Education Topic

Leadership, Management, and Communication Skills

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 email to  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





4/11/2018 8:00 PM



Event Manager Email

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 4/15/2018 10:34 AM by 38
Last modified at 5/27/2019 10:02 AM by 38