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Title

Annual Meeting & Equity Panel 2013

Speaker(s)/Highlights

Michael G. Blackmon, CFA and Stephen Atkins, CFA

Start Time

6/12/2013 5:00 PM

End Time

6/12/2013 8:30 PM

Global Passport Eligible?

 

Registration

 

Member Price

$0

Non-Member Price

$40

Candidate Price

$40

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 12th, 2013, 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 Michael G. Blackmon, CFA, Chief Investment Officer and Principal, Banyan Partners and Stephen Atkins, CFA, Research Analyst, Polen Capital Management.


WHEN:  Wednesday, June 12, 2013, 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!
$40.00 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.


Michael G. Blackmon
Michael G. Blackmon, CFA
Chief Investment Officer, Principal
Banyan Partners

Michael G. Blackmon, CFA, is a 35-year veteran of the investment management and advisory community. Michael is the former Director of Research at Cypress Capital Group in Palm Beach, Florida, where he served as a portfolio manager for select high net worth individuals, charitable organizations and insurance companies.

Michael has held a number of senior investment management positions over the past three decades, including leadership roles at Merrill Lynch, Capitoline Investment Advisors, Barnett Bank and Investment Management International. In 1990, Michael founded Blackmon and Huff Capital Management, an investment advisory firm serving hospitals, labor unions, local governments, retirement plans and high net worth individuals that was sold in 1996.

Michael has earned the Chartered Financial Analyst designation and is a member of the South Florida Analysts Society. He also holds a bachelor’s degree from the University of North Carolina (Chapel Hill).

Dan Davidowitz, CFA
Stephen Atkins, CFA
Research Analyst
Polen Capital Management

Mr. Atkins joined Polen Capital Management in 2012. Prior to joining Polen Capital, Mr. Atkins spent twelve years as a portfolio manager at Northern Trust Investments, including eight years as a mutual fund co-manager. Before joining Northern Trust, Mr. Atkins spent two years as a portfolio manager at Carl Domino Associates, LP. Mr. Atkins received his B.S. in Business Administration from Georgetown University and a General Course degree from the London School of Economics. Mr. Atkins is a CFA charterholder and a member of the CFA Institute and the CFA Society of South Florida.

Earn 1.5 Hours of PD 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

6/12/2013 8:30 PM

Date

6/12/2013

Event Manager Email

admin@cfasouthflorida.org

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link

 

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Event Short Info

 
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 3/12/2016 11:26 PM by 38
Last modified at 5/22/2016 7:25 AM by 38