Wednesday, October 23, 20195:00 pm to 8:00 pm
Earn 2.0 Hours of CE Credit For This Event!
CFA Society South Florida will host its 17th Annual Alternative Investments and Hedge Funds panel - an interactive discussion format with key leaders and experts in the sector. Mark your calendar and plan to attend this important event.
WHERE: Quail Ridge Country Club
5:00pm Cash Bar and Appetizers - Includes 1 Complimentary Drink
6:00pm Filet Mignon Dinner (alternative of fish or vegetarian with advance request)
6:10pm Panel Introduction & Presentation
Sumit Gautam, CFAPortfolio Manager/Founder, Scalar Gauge Fund (SGF)
Sumit Gautam, CFA, was previously a Partner at a $1.3B AUM long/short fund – Hirzel Capital where he made investments in the technology, business services, and consumer sectors for ~4 years. Earlier, Sumit worked as a Vice President at a $22B AUM private equity fund Audax Group in Boston and made several LBO investments. Prior to Audax, Sumit was a Principal at Bain & Co.’s private equity group in San Francisco. Sumit started his career at McKinsey and Co. in Silicon Valley and also was an early employee at a technology startup that was bought by Dell for $700MM.Sumit is a CFA charterholder, has a B.Tech. from the Indian Institute of Technology, Delhi, where he graduated #2 in his class, and an M.S. from Massachusetts Institute of Technology, Cambridge, MA, where he was one of the two student marshals who led the convocation ceremony. Sumit is assisted by two research analysts, an operations/IR person and institutionalized service providers (Morgan Stanley as Prime Broker, RSM as auditor, NAV as fund administrator, and BTIG as outsourced trader).
Garrett D. Goggin, CFA, CMTAssociate Editor, Gold Stock Analyst
Moderator: Vinny Catalano, CFA
Vinny Catalano is Chief Markets Strategist for Stuyvesant Capital Management, 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 Global Investment Strategist with Defoe Redmount, a global multi-asset investment advisory firm based in New York, NY and Newport Beach, CA. 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!
On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to firstname.lastname@example.org with your name, email address and CFA SFL member ID if applicable.