Events Calendar

 

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

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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 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.