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Title

Annual Meeting & Equity Panel 2019

Speaker(s)/Highlights

Michael Matthews, CFA, Managing Partner, President/Portfolio Manager,Financial Trust Asset Management and Pablo Cavanagh, Owner and Managing Member, LVR Research, LLC

Start Time

6/12/2019 5:00 PM

End Time

6/12/2019 8:00 PM

Global Passport Eligible?

No

Registration

Register Here!​​​​​

​​Non-Members: Pre-Pay Online through 6/10/19 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

3715 Golf Road
Boynton Beach, FL 33436​

Event Description

Annual Meeting and Equity Panel 2019

Wednesday, June 12, 2019

5:00 PM to 8:00 PM


Our first "Battle of the Millennials" Equity Panel

Everyone will be a winner!​


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:

  • Michael Matthews, CFA, Managing Partner, President/Portfolio Manager, Financial Trust Asset Management
  • Pablo Cavanagh, Owner and Managing Member, LVR Research, LLC


Agenda:

  • 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. 

​​

Michael Matthews, CFA
Managing Partner, President/Portfolio Manager
Financial Trust Asset Management

Michael J. Matthews, CFA, is a managing partner at Financial Trust and is involved in all aspects of the firm’s business, including management of the firm’s proprietary investment strategies. Mr. Matthews currently serves as an Adjunct Professor in the CFA Level 1 Review Program at Florida Atlantic University where he teaches Quantitative Methods, Economics, Derivatives, and Portfolio Management. Prior to joining the firm in 2013, he earned his B.S. in Finance and Economics from the University of Central Florida while interning at the UCF Foundation where he performed various supporting activities for the university’s endowment. Upon graduating in 2009, Mr. Matthews worked in the proprietary trading industry in both New York City and South Florida.


Pablo Cavanagh
Owner and Managing Member
LVR Research, LLC

Pablo Cavanagh is the owner and managing member of LVR Research, LLC. Pablo started the firm after graduate school to focus on management of separate accounts and provide consulting and research services for individuals and institutions. The firm seeks to blend quantitative, fundamental and macroeconomic analysis in the investment and research process while diligently maintaining a value-driven philosophy. Pablo has passed level 3 of the CFA Program and is awaiting to be awarded the CFA designation at our next charter award ceremony in November. He has a B.S.B.A. in Finance from the University of Central Florida, a M.S. in Finance from Florida Atlantic University and an M.A. in Economics from Florida International University.​

CFA Society South Florida has determined that this program qualifies for 2.0 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

 

Event Region

Americas

CE Credit

2

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

Quail Ridge Country Club

All Day Event

 

Recurrence

 

End

6/12/2019 8:00 PM

Date

6/12/2019

Event Manager Email

admin@cfasouthflorida.org

Location Address

3715 Golf Road

Location City

Boynton Beach, FL 33436

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 5/15/2019 4:34 PM by 38
Last modified at 6/7/2019 4:24 PM by 38