| | Count= 354 | | | | | | | |
| Tue 9/21/2021 02:00 PM to 03:00 PM | | Doron Goldstein, Partner, Withersworldwide and Kamran Fotouhi, CFA, Managing Director, Capital Forensics Inc | Webinar - Register to get login details
| 1 | 1 | $0 | $0 | |
| Wed 9/15/2021 05:00 PM to 06:00 PM | | Jeff Ransdell, CEO, Maquia Capital Acquisition Corp. and Maggie Vo, CFA, Chief Investment Officer, Maquia Capital Acquisition Corp.; Host: Chris Fetes, CFA, Senior Inv. Advisor | Webinar - Register to get login details | 1 | 0 | $0 | $0 | |
| Wed 8/25/2021 05:30 PM to 07:30 PM | | Jeff Mueller, Global Growth Portfolio Manager of Polen Capital | | | | $25 | $35 | |
| Wed 8/18/2021 05:00 PM to 06:00 PM | | Wanda K. McClenahan Director, University Relations, Americas CFA Institute; Erik Benson Managing Director, Fixed Income AK Capital, LLC; Anthony J. Milanese, CFA, Financial Advisor and VP Alliance Bernstein; Liz DeFreitas Manager, Society Relations | | | | $0 | $0 | |
| Wed 6/16/2021 06:00 PM to 07:00 PM | | Join us and meet your society leaders for 2021 - 2022 | Webinar - Register to get login details
| | | $0 | $0 | |
| Thu 6/10/2021 06:00 PM to 07:30 PM | | Panelists: Jeffrey Kolitch, MBA, Vice President & Portfolio Manager of Baron Capital, Lance R. Cannon, Analyst of Hood River Capital Management, Daniel Fields, Portfolio Manager & Analyst of Polen Capital; Moderator: Chris Fetes, CFA, Senior Inv. Advisor | Webinar - Register to get login details
| 1.5 | 0 | $0 | $0 | |
| Wed 5/19/2021 05:30 PM to 07:30 PM | | Two hours of golf, Two tickets for drink of your choice, and Appetizers | 1710 Belvedere Rd West Palm Beach, FL 33406
| | | $40 (registration fee refunded post event) | $40 | |
| Mon 5/17/2021 05:00 PM to 06:00 PM | | Donna Milrod, Executive VP and Global Head of Asset Managers of State Street; Marcia Rothschild, Head of Latin America and the Caribbean of State Street; and Christina Worley, CPA/PFS, CFP, CFA, Founder & Managing Member of Castle Wealth Management | Watch party hosted by Castle Wealth Management 201 Arkona Court, West Palm Beach, FL 33401
Zoom Meeting - Register to get login details
| 1 | 0.5 | $0 | $0 | |
| Mon 5/10/2021 05:30 PM to 06:30 PM | | Jason Hsu, Chairman and CIO; Melissa Masterson-Kellenberger, Portfolio Manager | Zoom Webinar - Register to get login details
| 1 | 0 | $0 | $0 | |
| Wed 4/28/2021 05:30 PM to 07:30 PM | | | 126 Soundings Ave
Jupiter, FL 33477
| | | $25 (registration fee refunded post event) | $25 | |
| Tue 4/27/2021 05:30 PM to 07:30 PM | | | | | | $25 (registration fee refunded post event) | $25 | |
| Wed 4/21/2021 05:30 PM to 08:00 PM | | | 205 Southern Blvd West Palm Beach, FL 33405
| | | $25 (registration fee refunded post event) | $25 | |
| Tue 4/20/2021 05:30 PM to 07:30 PM | | | 344 Plaza Real
Boca Raton, FL 33432
| | | $25 (registration fee refunded post event) | $25 | |
| Thu 3/25/2021 11:50 AM to 12:50 PM | | Senator Rick Scott (R-FL), Stephen Deane, CFA, Senior Director of Legislative and Regulatory Outreach, CFA Institute, and Jennifer Garbowicz, CFA, CIPM, CFA Institute’s Southeastern US Presidents Council Representative (Moderator) | Virtual Event - Register to get login details
| | | $0 | $0 | |
| Tue 3/16/2021 05:30 PM to 06:30 PM | | Craig Petrus, University of Florida; Julie Jansen, Career and Executive Coach; and Ken Beauvais, Entrepreneur; Moderator: Chris Fetes, CFA | Webinar - Register to get sign in details
| 0 | 0 | $0 | $0 | |
| Thu 3/4/2021 12:00 PM to 01:00 PM | | Dr. Jacek Welc | Webinar - Register to get login details
| 1 | 0 | $0 | $15 | |
| Tue 2/23/2021 05:00 PM to 06:00 PM | | Erik Benson, CFA, Managing Director, Fixed Income; Merridith Kauten, CAE, Manager, University Relations, Americas; Wanda K. McClenahan, CAE, Director, University Relations, Americas | Webinar - Register to get sign in details
| | | $0 | $0 | |
| Thu 1/21/2021 05:30 PM to 07:30 PM | | Ed Yardeni, PhD- President, Yardeni Research, Inc.w/ moderator, Jennifer Garbowicz, CFA, CIPM | | 1.5 | 0 | 0 | 25 |  |
| Wed 12/9/2020 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida Members and Local CFA Program Candidates | | 0 | 0 | $0 (Member price extended to volunteers) | $25 | |
| Thu 12/3/2020 05:30 PM to 07:30 PM | | Complimentary to CFA Society South Florida Members and Local CFA Program Candidates | | 0 | 0 | $0 (Member price extended to volunteers) | $25 | |
| Wed 12/2/2020 05:30 PM to 07:30 PM | | Complimentary to CFA Society South Florida Members, Local CFA Program Candidates, and Current Volunteers | 251 N Narcissus Ave 8th Floor West Palm Beach, FL 33401
Poolside Cabanas (south end) - to maintain social distancing
| 0 | 0 | $0 (Member price extended to volunteers) | $25 | |
| Tue 12/1/2020 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida Members, Local CFA Program Candidates, and Current Volunteers | TAP 42
5050 Town Center Circle
Boca Raton, FL 33486
| 0 | 0 | $0 (Member price extended to volunteers) | $25 | |
| Tue 11/17/2020 05:00 PM to 05:45 PM | | Wanda McClenahan, CAE, Director, University Relations; CFA Institute and Merridith Kauten, CAE, Manager, University Relations; CFA Institute | Join Zoom Meeting - Details will be included in your confirmation email
| 0 | 0 | $0 | $0 | |
| Thu 10/29/2020 05:00 PM to 06:30 PM | | Moderator: Bill Kelly, CEO, CAIA Association Panelists: Garth Freisen, CEO, III Capital Management, and Kristina Hooper, Chief Market Strategist, Invesco | Join Zoom Meeting - Details will be included in your confirmation email
| 1 | 0 | 0 | 0 | |
| Wed 9/16/2020 06:00 PM to 08:00 PM | | Moderator: Robert Hellmann, Jessica Dotto, Rob Isbitts, Melissa Masterson-Kellenberger, and Liang Zhong | Join Zoom Meeting - Details will be included in your confirmation email
| 0 | 0 | 0 | 0 | |
| Thu 9/3/2020 05:30 PM to 06:30 PM | | Complimentary to CFA Society South Florida Members & Future Members | Join Zoom Meeting - Details will be included in your confirmation email | | | 0 | 0 | |
| Wed 8/26/2020 04:00 PM to 05:00 PM | | Jim Allen, CFA, Kamran Fotouhi, CFA, and Jeri Dresner | Join Zoom Meeting - Details will be included in your confirmation email
| 1 | 1 | 0 | 0 | |
| Wed 6/24/2020 05:00 PM to 06:00 PM | | Ivana Bertuzzelli, CIPM and Ken Robinson, CFA, CIPM | Join Zoom Meeting - Details will be included in your confirmation email
| 1 | 0 | 0 | 0 | |
| Wed 6/10/2020 06:00 PM to 07:00 PM | | CFA Society South Florida Board | Join Zoom Meeting - Details will be included in your confirmation email
| 0 | 0 | 0 | 0 | |
| Thu 5/7/2020 04:00 PM to 05:00 PM | | Adam Woodyer, VP Analyst, Gartner Invest | Join Zoom Meeting - Details will be included in your confirmation email
| 0 | 0 | $0 | $0 | |
| Wed 4/29/2020 06:00 PM to 07:00 PM | | Network virtually with your fellow Society members | | 0 | 0 | $0 | $0 | |
| Thu 3/26/2020 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida members and local CFA Program candidates | 2300 NW Executive Center Dr Boca Raton, FL 33431
| 0 | 0 | $0 | $25 | |
| Wed 3/25/2020 05:30 PM to 07:30 PM | | Complimentary to CFA Society South Florida members and local CFA Program candidates | | 0 | 0 | $0 | $25 | |
| Wed 3/11/2020 05:00 PM to 08:00 PM | | Moderator: Robert Hellmann, Nicole G Carlon, Jessica Dotto, Rob Isbitts, and Melissa Masterson-Kellenberger | | 0 | 0 | $0 | $15 | |
| Wed 3/11/2020 09:00 AM to 04:00 PM | | Robert Hellmann, President, Hellmann Career Consulting | | 0 | 0 | $33 | $100 | |
| Wed 2/26/2020 11:30 AM to 01:00 PM | | Morgan Housel, Partner, The Collaborative Fund | | 1 | 0 | $25 | $35 | |
| Wed 1/22/2020 05:00 PM to 08:00 PM | | Doug Kass, Founder and President, Seabreeze Partners; Kenny Polcari, CNBC Contributor, and consultant, SlateStone Wealth, LLC; Vincent Randazzo, Senior Market Analyst, Lowry Research Corporation and Vinny Catalano, CFA, moderator | 3715 Golf Road Boynton Beach, FL 33436
| 2 | 0 | $30 | $55 | |
| Sat 12/7/2019 05:30 PM to 07:30 PM | | CFA Society Members and CFA Candidates Free! | Boatyard1555 SE 17th Street Fort Lauderdale, FL 33316 | 0 | 0 | $0 | $0 | |
| Mon 12/2/2019 06:00 PM to 09:00 PM | | Join us for our flagship annual gathering | 3715 Golf Road Boynton Beach, FL 33436 |
| 0 | 0 | Complimentary to member and 1 guest | $100, includes 1 guest | |
| Wed 11/13/2019 05:00 PM to 08:00 PM | | Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region, CFA Institute | | 1 | 0 | $30 | $55 | |
| Sun 11/10/2019 06:30 AM to 09:30 AM | | Join the CFA Society South Florida Team - We will walk with the FPA South Florida team | | 0 | 0 | Donation | Donation | |
| Sat 11/9/2019 08:15 AM to 04:00 PM | | Provided by Kaplan Schweser | | 0 | 0 | $25 | $25 | |
| Wed 10/23/2019 05:00 PM to 08:00 PM | | Sumit Gautam, CFA; Garrett Goggin, CFA, CMT; Paul Korngiebel, CFA; Tom Krasner, CFA, and Vinny Catalano, CFA, moderator | 3715 Golf Road Boynton Beach, FL 33436
| 2 | 0 | $30 | $55 | |
| Thu 10/10/2019 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida members and local CFA Program candidates | 350 E Las Olas Blvd
Fort Lauderdale, FL 33301
| 0 | 0 | $0 | $25 | |
| Tue 8/6/2019 09:00 PM to 11:30 PM | | | Live - Online - in partnership with CFA Society San Francisco The comfort of your home or office!
| 0 | 0 | $499 | $599 | |
| Thu 6/20/2019 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida members and local CFA Program candidates | Tap 425050 Town Center Cir #247 Boca Raton, FL 33486 | 0 | 0 | $0 | $25 | |
| Wed 6/19/2019 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida members and local CFA Program candidates | 350 E Las Olas Blvd
Fort Lauderdale, FL 33301
| 0 | 0 | $0 | $25 | |
| Tue 6/18/2019 06:00 PM to 08:00 PM | | Complimentary to CFA Society South Florida members and local CFA Program candidates | Harbourside Place 129 Soundings Avenue Jupiter, FL 33477 | 0 | 0 | $0 | $25 | |
| Sat 6/15/2019 05:30 PM to 07:30 PM | | CFA Society Members and CFA Candidates Free! | Boatyard1555 SE 17th Street Fort Lauderdale, FL 33316 | 0 | 0 | $0 | $0 | |
| Wed 6/12/2019 05:00 PM to 08:00 PM | | Michael Matthews, CFA, Managing Partner, President/Portfolio Manager,Financial Trust Asset Management and Pablo Cavanagh, Owner and Managing Member, LVR Research, LLC | 3715 Golf Road Boynton Beach, FL 33436
| 2 | 0 | $0 | $55 | |
