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Charter Awards and Presentation


Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region, CFA Institute

Start Time

11/13/2019 5:00 PM

End Time

11/13/2019 8:00 PM

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Register Here!​​

​​Pre-Pay online through 11/11/2019 and save $5! Event Eligible for CFA Institute's Global Passport Program.

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Location Info

​Maggiano's Little Italy
21090 St Andrews Blvd 
Boca Raton, FL 33433

Event Description


 Charter Awards Ceremony

A presentation by Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region

Wednesday, November 13, 2019

5:00 PM - 8:30 PM


Join us for a presentation by Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region, CFA Institute. Mr. Horan will also emcee our Charter Award Ceremony. 

Don’t miss your chance to learn first hand the professional qualities of CFA Society members and while having the dinner entrée of your choice also:

  1. Meet and congratulate new charter holders
  2. Meet Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region, CFA Institute
  3. Earn 1.0 continuing education credits
  4. Network with CFA South Florida members, leaders, and directors
  5. Visit with some of the most interesting people in our world


5:00PM Networking with one complimentary drink (beer or wine)
6:00PM Charter Award Ceremony
6:20PM Dinner (choice of four menu items)
6:35PM Presentation​

We encourage all of our members to come out and congratulate the new charter recipients.

This event is free to each new charter recipient and one guest. If already a member of the CFA Society of South Florida, please register with your CFA Institute ID. If you are a charter recipient, but are not yet a member of CFA Society South Florida, email [email protected] to obtain a promo code to redeem your complimentary registration. Enter your guest name in the "CFA New Charter Recipients Only - Guest's Full Name:​" field.


Stephen Horan, Ph.D., CFA, CIPM, CAIA
Managing Director, Americas Region, CFA Institute​

As managing director of the Americas region, Stephen M. Horan, PhD, CFA, CIPM, CAIA leads a dedicated team focused on our most established region with over 92 societies and more than 90,000 members across the United States, Canada, Latin America, and the Atlantic Islands. Horan is responsible for delivering value to CFA Institute stakeholders by strengthening relationships with CFA member societies, financial institutions, universities and regulators throughout the region. Previously, Horan was managing director of Credentialing, where he led the development of CFA Institute designation and certificate programs, including the CFA Program and the CIPM Program. He also serves as leadership sponsor for the organization’s internal diversity and inclusion council. 

Horan brings a unique combination of industry and academic experience to CFA Institute. He previously served as an expert witness in securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker. 

On the academic side, Horan served as a professor of finance and is a recognized researcher in wealth management, tax efficient investing, and derivatives. He has received numerous research grants and awards, including the 2012 Graham and Dodd Readers’ Choice Award, and his research has been profiled in leading publications. Horan has authored or co-authored several books, including the highly regarded book Strategic Value Investing (which has been on Warren Buffet’s Recommended Reading five consecutive years) and The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets. His work has been cited in the Wall Street Journal, New York Times, Financial Times, and the Financial Analysts Journal. He has been a frequent invited speaker at professional, academic, and CFA Institute events. Before joining CFA Institute, he was an active volunteer both locally and globally with CFA Institute. Horan holds a PhD in finance at the State University of New York/Buffalo and a BBA degree in finance at St. Bonaventure University. He earned the CFA charter in 1993, the CIPM designation in 2011, and the CAIA designation in 2018.

Earn 1.0 Hours of CE Credit For This Event!​


Society Category


Education Topic

Equity Investments

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 send an email to [email protected] 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





11/13/2019 8:00 PM



Event Manager Email

[email protected]

Event Link

Charter Awards and Presentation

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Event Short Info

Join us for a presentation by Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region. Mr. Horan will also emcee our Charter Award Ceremony. Don’t miss your chance to learn first hand the professional qualities of CFA Society members

Event Type

Approval Status Approved


Content Type: MyCFA Calendar
Created at 10/13/2019 7:59 AM by Ursula Auger
Last modified at 3/29/2021 9:10 PM by [email protected]