Events Calendar - Annual Meeting & Equity Panel 2015

Follow @cfasfl

Title

Annual Meeting & Equity Panel 2015

Speaker(s)/Highlights

Robin Kollannur, CFA; Richard Keating, CFA and Moderator Vinny Catalano

Start Time

6/17/2015 5:00 PM

End Time

6/17/2015 8:30 PM

Global Passport Eligible?

Registration

Member Price

$0

Non-Member Price

$55

Candidate Price

$55

Location Info

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

Event Description

Don't miss our most anticipated and heavily attended event of the year!

On Wednesday, June 17, 2015, we’ll host our annual meeting and present our election results, followed by our expert panel on equity markets. The CFA Society of South Florida is proud to present Robin Kollannur, CFA, General Partner at Mercator Asset Management, L.P. and Richard T. Keating, CFA, Portfolio Manager at Keating Investment Counselors, Inc.

WHEN: Wednesday, June 17, 2015, from 5:00 pm to 8:30 pm
WHERE: Boca Country Club, 17751 Boca Club Boulevard, Boca Raton, FL

5:00pm Cash Bar - Includes 1 Complimentary Drink
6:00pm Dinner
6:45pm CFA Society of South Florida Annual Meeting & Presentation

FREE for Members!
$55.00 for Non-Members

Prepay through www.cfasouthflorida.org with Paypal and save $5. In order to get the $5 discount you must pre-register and then pre-pay online.
No credit or debit cards will be accepted at event. If you are paying at the event please plan to pay by cash or check only.

Robin R. Kollannur, CFA General Partner Mercator Asset Management LP	Robin Kollannur, CFA, serves as a portfolio manager and research analyst at Mercator and is responsible for Japan, India, and South Korea. Prior to joining Mercator in 2009, Robin served as Chief Investment Officer of Northern Trust Value Investors in West Palm Beach, Florida from 2004 to 2008, overseeing $4 billion in assets across several value-oriented asset classes. Prior to Northern Trust, Robin was Chief Executive Officer at San Diego based Medius Capital Group from 2003 to 2004, specializing in global value equities. From 1996 to 2003, he served as Portfolio Manager/Research Analyst at Brandes Investment Partners, where his experience included a broad base of global country and sector research. He began his career at Wells Fargo Capital Management, specializing in several global sectors. Robin completed his MBA at the University of Houston and earned a BA degree from Texas A&M University. He is also a CFA® charterholder and a member of the CFA Society of South Florida.

Richard T. Keating, CFA Portfolio Manager Keating Investment Counselors, Inc.	Richard T. Keating has worked as a portfolio manager and investment analyst at Keating Investment Counselors, Inc. since 2007. Keating Investment Counselors specializes in building custom portfolios primarily for retirees that are heavy weighted toward high-quality, dividend-paying U.S. equities. The firm uses a value approach to investing that has been popularized most famously by Warren Buffett and Charlie Munger. This strategy stresses the importance of buying a portion of a company for the long haul rather than viewing a stock as a tradable commodity. Richard has had an interest in investing since his childhood and had the pleasure of learning investment philosophies from his father, Jeff, throughout his life. Richard’s formal training led him to the University of Florida where he graduated with honors with a bachelor’s degree in finance and a minor in history. During college, Richard benefited from a summer internship at Cypress Capital Group in Palm Beach where he researched companies for a panel of portfolio managers. After joining KICI full-time, he has continued to learn investment techniques from his uncle, Philip, as this knowledge has now been passed down through three generations in the Keating family. Richard was awarded the CFA designation in 2011 and has been a member of the CFA Society of South Florida since 2007.

Earn 1.5 Hours of CE Credit For This Event!

Event Type

Society; Educational

Society Category

Panel

Education Topic

Equity Investments

Event Region

Americas

CE Credit

1.5

SER Credit

0

Event Terms

Location Name

Boca Country Club

All Day Event

Recurrence

End

6/17/2015 8:30 PM

Date

6/17/2015

Event Manager Email

admin@cfasouthflorida.org

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link

Event Link Leads To New Tab

Event Short Info

Approval Status

Approved

Attachments

Content Type: MyCFA Calendar